1. 1 The Rotary Foundation Share our experience D1911 in Future Vision Pilot Zone 19 Seminar Bucharest Saturday 17 November 2012

2. 2 Agenda  D 1911 in Future Vision Plan Pilot  New philosophy in grant system  Grant strategy  Practice and tools

3. 3 D 1911 in Future Vision Plan Pilot In 2005: The Future Vision Committee begins Three-year pilot with 100 districts to participate D1911 applicated for pilot in 2009 Pilot started July 2010

4. 4 D 1911 in Future Vision Plan Pilot 29. Mai 2009 Sehr geehrter András Kercsmár, Governor- nominee, Distrikt 1911, RI, wir freuen uns Ihnen mitteilen zu können, dass Distrikt 1911 durch die Rotary Foundation ausgewählt wurde, um als einer von circa 100 Distrikten an dem dreijährigen Pilotprojekt des Zukunftplans (Future Vision Plans) teilzunehmen…. D1911 is 1 of 2 Pilot Districts in Zone 19

5. 5 D 1911 in Future Vision Plan Pilot Play a role in shaping the new grants model Use improved grant-making model Provide direct feedback to RI Receive special training Develop partnerships with other pilot districts Be prepared when implemented worldwide

6. 6 D 1911 in Future Vision Plan Pilot To be a Pilot District in 2010-11, D1911 had to: Create a new District Foundation Structure Attend training for administering the Pilot Program Have a dedicated bank account to receive District Grant Funds from TRF Participate in District and Clubs Qualification Process

7. 7 D 1911 in Future Vision Plan Pilot District Rotary Foundation Committee Chair PolioPlus Subcommittee Fundraising Subcommittee Grants Subcommittee Scholaship Subcommittee GSE Subcommittee

8. 8 D 1911 in Future Vision Plan Pilot Depending on the interests of the district, other subcommittees can be added

9. 9 New philosophy in grant system The current system is program based New system is project based

10. 10 New philosophy in grant system 6 areas of focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development

11. 11 New philosophy in grant system Qualification – once a year District qualification trough www.rotary.org Clubs are qualified by District Memorandum of Understanding Sustainability very important

12. 12 Grant strategy Grant opportunities depends on DDF DDF depends on contribution for APF

13. 13 Grant strategy ANNUAL PROGRAMS FUND: 48.015 USD SHARE District Grants 50% (max) District Designated Fund 24.007,5 USD 50% World Fund 24.007,5 USD 50% (min) Global Grants (World Fund match to DDF and cash) Other (Cash, DAF, Permanent Fund) District Controlled Trustees Controlled

14. 14 Grant strategy DO NOT FORGET: - In SHARE system your countribution now effects your DDF after three year!! Rotary Year amount / capit a Capita date of transfer Amount DDF 2006 - 200717,00 €10332007.06.26$17 561,002010 - 2011$8 780,50 2007 - 2008$27,0010262008.05.05$27 702,002010 - 2011$13 851,00 2008 - 2009$27,0010542009.03.26$28 458,002011 - 2012$14 229,00 2009 - 2010$44,0010492010.05.02$46 156,002012 - 2013$23 078,00 2010 - 2011$45,0010412011.02.15$46 845,002013 - 2014$23 422,50

15. 15 Grant strategy Expected amount in DDF in July 2013 24.007,5 USD + Transfer from 2012-13 District Grants 50% 12.003,75 USD Global Grants 50% 12.003,75 USD + Transfer form 2012-2013

16. 16 Grant strategy Basic criteria of application for grant -Club needs to be qualified – in case of DG too -There are not remainder /dues and reports -Perfect application form is submitted before deadline -See other criterias in Terms and Conditions for District and Global Grants

17. 17 Grant strategy Because D1911 did (does) not have a lot of amount in DDF: -One club one district grant in a year -Maximum grant value for one club is USD 1000 in case of District Grant -50 % club part of project budget is expected -Humanitarian projects are prefered -In case of more application: first come first served or prorate

18. 18 Practice & tools For training: translate the documents  Memorandum of Understanding  Club Rotary Foundation Manual

19. 19 Practice & tools For club qualification - Club qualification report

20. 20 Practice & tools For planning of projects - Grant calculator

21. 21 Example 1. Prior quick test of a project idea RC Budapest-City: To help provide monitoring devices to 16 county hospitals and to 4 university children's hospitals throughout Hungary Project budget: USD 23.500 Host club part: USD 1.500 International partners and DDF: USD 12.500 TRF grant: USD 9.500 Area of focus: Maternal and Child Health Sustainability: Yes Expected grant value: < 15000 USD Type of grant: District Grants

22. 22 Example 2. Prior quick test of a project idea RC Debrecen: to help provide a vehicle for handicapped children at The Immanuel Home in Debrecen, Project budget: USD 54.975 Host club part: USD 1.000 International partners and DDF: USD 28.975 TRF grant: USD 25.000 Area of focus: Maternal and Child Health Sustainability: Yes Expected grant value: > USD 15000 USD Type of grant: Global Grants

23. 23 Practice & tools For planning of projects - Downloadable forms - Global Grants proposal - District Grant application - Grants report form

24. 24 Project ideas – Global Grants D1911: GG 25074; Gift of Life Hungary GG proposal: July 2010 First surgery: November 2010 Project budget:USD 92.216 Host sponsor D 1911: USD 6.500 Districts (DDF):USD 20.000 Rotarians cashUSD 35.000 TRF grant: USD 37.500

25. 25 Project ideas – Global Grants RC Kecskemét: Global Grant #25605 Water Quality Project Ladanybene Hungary Project budget:172.216 USD Host club part: 14.900 USD International partners and DDF:15.100 USD TRF grant: 21.993 USD

26. 26 Project ideas – District Grants District Grants: - 6 projects in 2010-11: USD 8.0206 projects in 2010-11: USD 8.020 - 8 projects in 2011-12 : USD 8.1828 projects in 2011-12 : USD 8.182 - 12 projects in 2012-13 : USD 13.432 Application to TRF can be submitted as block grant between 1 July and 15 May

27. 27 Scholarships -There is no scholarship program (like Ambassadorial Scholarship) -In case of GG the planned scholarship hast to match: -6 areas of focus -Minimum grant amount is USD 15.000 -International partner is needed -Smaller scholarship ideas can be submitted as a District Grant

28. 28 Information sources RI Web site (www.rotary.org)www.rotary.org –Future Vision Pilot News –FV e-learning modules –Terms and Conditions for District and Global Grants –DRFC Manual Future Vision Pilot Operations Staff Webpage of District: downloadable forms!! DRFC …and Rotary Hungary…

29. 29 Thank you for your attention! Ferenc Bancsics DRFC Chair D1911 RY 2010-13 Szabolcs Hajdú DRFC Chair D1911 RY 2013-16