El documento resume el Plan de Visión Futura de la Fundación Rotaria, el cual busca simplificar los programas y procesos para aumentar el impacto de los esfuerzos de servicio de Rotary. El plan propone dos tipos de subvenciones: subvenciones distritales más flexibles para proyectos locales e internacionales pequeños, y subvenciones globales para proyectos a largo plazo en áreas como salud, educación y desarrollo económico.
5. Inception - 2009 1999-2009 $788M $218M $288M Fondos Invertidos en los Programas de La Fundación Rotaria Fondos gastados (US$ millones)
6. Impacto de los Programas Humanitarios y Educacionales (Subvenciones otorgadas desde 1999-2009) 20,961 Sub. Compartidas 9,776 Becas de Buena Voluntad 5,178 Intercambio de Grupo de Estudios 3,091 Subvenciones. Servicio Voluntario 2,328 Subvenciones Distritales Simplificadas 445 Subvenciones para Profesores Universitarios Como medimos el impacto?
9. Modelo Actual versus Modelo Futuro Subvenciones Globales Becas Multianuales Modelo Actual Modelo Futuro Becas Culturales Becas de un año académico Becas para Paises de bajos recursos Becas para Profesores Universitarios Intercambio de Grupo de Estudios Programas Educacionales Programas Humanitarios Subvenciones Compartidas Subvenciones Distritales Simplifcadas , Subvenciones 3H Subvenciones para Voluntarios Subvenciones Distritales Subvvenciones desarrolladas por Clubes- y distritos Subvenciones en Paquete Centros de Rotary y PolioPlus Regional Scholar Seminars Ayuda para casos de desastre
10. Modelo de la Vision Futura Subvenciones Distritales Subvenciones Globales
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16. Administración Supervisión de los rotarios y correcta aplicación de los proyectos Notificación de irregularidades a LFR. Presentación oportuna de informes y revisión de registros financieros. Seguir con prácticas estándar de negocios. Administración
Future Vision Update, Montreal, June 2010 During his year as TRF Chair in 2004-2005 Carlo Ravizza expressed serious concern about the significant growth in the Foundation’s grant making programs and the strain it had placed on operations and efficiency. As a result, at their February 2005 meeting, the Trustees agreed that the Foundation needed to begin a comprehensive process to plan for the future. They requested the General Secretary to develop a plan that included process, prioritization and sequencing with other enterprise-wide projects, to address the financial impact, and to develop timelines for the implementation of such plan. At their April meeting that year the Trustees authorized the Chairman-elect to appoint a committee charged with exercising extraordinary vision in evaluating the Foundation and planning its second century of service. The process has been very comprehensive. It has taken time to collect feedback from the Rotary world and to develop a strategy for moving the Foundation forward. Step by step the Committee has recommended modifications to the Foundation that the Trustees and the Board of Directors have approved over the course of several years. As I’m sure you already know, 100 districts were selected out of 277 that applied for the three year pilot which begins July 1. As the Trustees began to prepare for The Rotary Foundation’s centennial in 2017, it became apparent that the organization needed to pay attention to the delivery of services. We have seen an immense growth in the work of The Rotary Foundation, particularly in the area of humanitarian grants. So the Trustees saw this as an opportunity to ensure that the Foundation would remain relevant in the philanthropic world and meet the needs of Rotarians in this evolving organization. The Trustees and Board felt that we needed to take actions to be sustainable and significant in our projects, and we needed to simplify the programs of the Foundation as much as possible. In February 2005, the Future Vision Plan of The Rotary Foundation was initiated by the Trustees. This is our strategic plan for the future.
Future Vision Update, Montreal, June 2010 Over the past three decades, Rotarians have increasingly relied on The Rotary Foundation to help them address humanitarian and educational needs locally and abroad. As Rotarians have generously increased their giving to the Foundation and proposed additional ways to address humanitarian and educational needs, the Foundation has responded by offering new programs. However, it is the Foundation’s focused efforts on polio eradication that have led to its most internationally recognized accomplishments and attracted support and funding from governments, NGOs, and most recently the Bill and Melinda Gates Foundation, which, as we all know, has committed a total of $355 million to The Rotary Foundation. The growth in activity in the Educational and Humanitarian program areas has made it increasingly difficult for these programs to produce high impact, focused, and sustainable outcomes while providing timely service. As the Foundation adapted to the increasing numbers of grant requests, its processes became more complex, cumbersome, and less efficient. Rotarians demand and deserve a simpler and more effective Foundation that builds on the lessons learned over the last 10 to 20 years
Future Vision Update, Montreal, June 2010 Here you can see the number of grants that have been approved each year since 1990. It is obvious that over the last 20 years, the Foundation has experienced unprecedented growth as Matching Grants have become increasingly popular. As a matter of fact, until the budget crisis last year, the Foundation has been approving nearly 2,500 grants per year in each of the last 10 years. And, to show you how popular Matching Grants has become, some 30,000 grants have been approved since the inception of the program in 1965. This dramatic growth in grant making volume has strained all of our operational systems affecting: application processing; contribution processing; payment processing, stewardship and the level of customer service required to serve thousands of clubs in multiple languages; multiple currencies; and some 200 geographic areas with different laws and requirements.
Future Vision Update, Montreal, June 2010 The growth has also represented a tremendous investment of our Foundation’s resources over time. To the left you will see our investment in Polio from inception to 2009, some $788 million. The return on investment is well documented, the number of polio cases world wide has declined by 99% since Rotary launched the Polio Plus program. On the right you see foundation awards over just the last 10 years in educational and humanitarian programs. The foundation has invested $506 million in this broad range of activities.
Future Vision Update, Montreal, June 2010 But what has been the return on investment over the last 10 years in supporting educational and humanitarian activities? We can count the number of grants awarded over this time. We know there were 2,328 District Simplified Grants, 20,961 Matching Grants, 5178 Group Study Exchanges, 445 Grants for University Teachers, 9776 Ambassadorial Scholars and 3091 Volunteer Service Grants. We also know the is the world a better place after spending $506 m on educational and humanitarian programs, but what measures do we have to demonstrate their true impact on the beneficiaries? Are the water projects funded with Matching Grants over the years still operational? Are people still benefiting from having clean water? Do we know how many? How many group study exchange teams have improved peaceful relations between countries? How many people benefited from services provided by funding from District Simplified Grants? Are those projects being sustained? What lessons were learned from these activities that could have been shared and replicated by Rotary clubs around the world? We have anecdotal data to suggest these things made a difference and helped achieve the foundation’s mission, but we can’t effectively tell the story of how Rotary is doing good in the world or why other organizations and donors should contribute to our cause. These activities are so broad that their impact is difficult to measure and assess. The Future Vision Plan is an attempt to better equip the foundation to inform our members, donors, partners, and the public about the good work and measurable outcomes we will achieve together over the next 10 to 20 to 50 years, ultimately enhancing the outcomes of club and district grant activities.
Future Vision Update, Montreal, June 2010 After 5 years of development, which included feedback from over 10,000 Rotarians, the Trustees approved a set of goals and priorities to modernize the foundation and address the challenges we face in the future. These goals and priorities were endorsed by the 2007 Council on Legislation. The goals of the Future Vision plan are to… Simplify programs and processes Focus Rotarian service efforts to increase our global impact Support both global and local service efforts Increase a sense of ownership of the foundation at the district and club levels Enhance Rotary’s public image Through the pilot of the Future Vision plan, the foundation hopes to take the lessons learned from the past and the input we receive from Rotarians to help the foundation transition into its next century of service. These goals help provide the framework for the other components of the plan and I will now turn it over to Mark Maloney to review some basic information about the Future Vision grant making model.
Future Vision Update, Montreal, June 2010 Current model Currently there are some 12 different grant types offered by the foundation each with their own set of Program criteria and goals; eligibility guidelines; business cycles; application forms and funding mechanisms. This large menu of grant offerings has made the process confusing for Rotarians to navigate in trying to access foundation funds for their activities. Additionally, separating programs between educational and humanitarian activities has resulted in high operational costs. Future model In the future vision model there are only two grant types; District Grants and Global Grants which fund activities for educational and humanitarian activities. District grants provide the flexibility to fund a range of local and international projects related to TRF’s mission using up to 50% of a district’s DDF. Global grants provide a world fund match on contributions for club and district developed humanitarian and educational activities aligned with the six areas of focus. Packaged global grants offer a straight grant from the world fund for highly sustainable pre-designed activities developed by TRF with support from strategic partners. These activities are funded for each grant type using simplified eligibility guidelines; one business cycle that virtually eliminates application deadlines and allows for a rolling submission of applications throughout the year. The application and authorization process has been streamlined by making it available online and the funding mechanisms are also streamlined. For the duration of the pilot, both non-pilot and pilot clubs and districts will be able to support Rotary Centers and PolioPlus.
Future Vision Update, Montreal, June 2010 The new grant structure of the Future Vision Plan optimizes contributions to our Foundation by helping clubs and districts use Foundation funds for greater impact, greater flexibility, and greater sustainability. The Foundation has listened to Rotarians’ concerns and ideas, and has formulated this strategy in making grants based on your feedback. The Rotary Foundation will make funds available to support clubs and districts in carrying out projects and activities through two grant types: Rotary Foundation District Grants and Rotary Foundation Global Grants.
Future Vision Update, Montreal, June 2010 Based in large part on the current District Simplified Grants but with some enhancements, Rotary Foundation District Grants will provide simplicity, flexibility, and opportunities to Rotarians for innovation. These projects and activities must support the overall mission of The Rotary Foundation, but not necessarily tie to the six Areas of Focus, thereby allowing a broad range of choices for clubs and districts . The district can apply annually for one District Grant – a “block grant” so to speak – for up to 50% of its available District Designated Funds for that Rotary Year - after reviewing requests from its Rotarians and clubs. The district will then issue the money and report to its clubs how all the funds were utilized. The Foundation itself will require very minimal reporting, thanks to the advance planning done by clubs and districts before the funds are requested. This will enable districts to close out their grants quickly. It is envisioned that some districts will use District Grants to continue to fund projects and activities that in the past were possible through the Foundation programs, such as Ambassadorial Scholarships, Group Study Exchange, and smaller Matching Grants.
Future Vision Update, Montreal, June 2010 Here are some examples of ways in which districts can use their district grant funds: Exchange of mixed profession vocational training teams with another district (traditional GSE) International travel for local doctor to volunteer at a clinic Scholarship for student to attend local or international university Donating art supplies to assist youth after-school program The first district grant has been awarded to District 3330 in Thailand. This district plans to use its grant funds to support a variety of projects such as providing clean water to a local school; providing beds to a hospital; and helping to improve a local school library.
Future Vision Update, Montreal, June 2010 The other type of grant -- Rotary Foundation Global Grants – will fund projects and activities that are more long-term. Global grants will need to achieve sustainable outcomes. In order to support these goals, global grants will be larger awards for projects and activities with a minimum World Fund award of $15,000, resulting in a total project cost of US$30,000 and above. Rotary Foundation Global Grants will be awarded to fund projects and activities that relate to the six areas of focus. World Fund money will be available to help districts pursue these projects and activities, along with specific but streamlined reporting requirements in order to meet proper stewardship standards. Rotarians may develop their own global grant projects or they can choose from a menu of global grants that the Foundation will have already packaged and which can be more easily implemented. While the initial “menu” will be small, it will grow throughout pilot. It is envisioned that some districts will use global grants to continue to fund projects and activities that in the past were possible through the Foundation programs no longer available to them, such as Ambassadorial Scholarships, Group Study Exchange, larger Matching Grants, and 3-H Grants -- but now with partial or total World Fund support. In addition, clubs can partner together to develop holistic projects that incorporate humanitarian and educational activities in the same grant, as long as it relates to the areas of focus.
Future Vision Update, Montreal, June 2010 Here are some examples of possible global grants. While reviewing the examples of global grant activities it is helpful to keep in mind that global grants need to address an area of focus and emphasize sustainability and measurability in the project design. Provide a community with safe drinking water (borehole) and sanitation (toilet block), with hygiene education and a maintenance plan Send a scholar abroad to enroll in a water engineering or public health degree program Distribute insecticide treated bed nets, malaria treatments and provide instruction on the prevention of malaria in a malaria endemic region Send vocational training team abroad to participate in workshop and learn teaching methods to address illiteracy The first global grant was approved to support a dengue fever eradication project in Indonesia. The Rotary Clubs of Solo Kartini, Indonesia (D3400) and Westport, Connecticut, USA (D7980) will work together to install white ceramic tile on water storage tubs and train community members on how to interrupt the life cycle of mosquitoes, thereby reducing the rate of dengue infection.
Future Vision Update, Montreal, June 2010 The Trustees of The Rotary Foundation have identified six areas of focus for the new grant structure. These areas reflect critical humanitarian issues and needs that Rotarians are already addressing worldwide. They will align Rotary with other international development efforts and will strategically further the Foundation's mission. Each of the areas has specific goals associated with the area. The Trustees have committed to these areas of focus for at least nine years. In fact, the Trustees are encouraging nonpilot clubs and districts to focus their current Foundation program activity in these six areas even before the Future Vision Plan is rolled out to the entire Rotary world. Handouts are available at the Secretariat Services booth that provide additional information about each of the areas of focus.
Future Vision Update, Montreal, June 2010 Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Implementing projects as approved Following standard business practices Reporting of irregularities to TRF Timely submission of reports Financial records review Stewardship is directly related to successful grant projects.
Future Vision Update, Montreal, June 2010 The Foundation wants grant-sponsored projects and activities to have the greatest impact possible. In order to do so, clubs and districts need to be well prepared to manage grant funds and implement successful projects. Qualities of successful projects include : Meeting the needs of the beneficiaries - Projects should begin with the needs of the beneficiaries. Being sustainable beyond life of the grant - The lessons and benefits of the project should continue even after the grant is completed. Communicating with partners Having measurable goals and out comes - Project sponsors should know what their expectations are before they begin. Projects are more likely to succeed if they have a detailed plan and expected outcomes. Administering grants with proper financial controls which safeguard donors’ funds Adhering to superior technical standards Fulfilling project objectives In order to implement successful grant projects, Future Vision has put a stronger focus on proper grant management. Past experience with Foundation grants has shown that many clubs were not aware of their obligations to the Foundation prior to receiving a grant. Therefore, Future Vision includes a plan to build club capacity to successfully manage grants. Remember, grant management and stewardship go together. By having good grant management, you are also putting into place the skills and practices that support good stewardship. While managing a grant with good stewardship practices takes some organization in the beginning, it will make the process easier in the long run. Also, the Foundation has tools to help with this.
Future Vision Update, Montreal, June 2010 The qualification process, including the memorandum of understanding (MOU), is designed to ensure that clubs and districts have the skills required to properly manage grant funds. It also helps grant sponsors receive the proper resources and training to have good grant management. Because of this, districts and clubs must be qualified to participate in the Future Vision plan. Districts will complete an online qualification process once for the pilot, though officers will need to re-authorize each year. We’re not talking about a complicated process; each district will submit a minimal amount of information about their district bank account and method of assessing their finances, along with agreements and authorizations by the DG, DRFC and DGE. Districts will also implement the district MOU, which puts processes in place to ensure good grant management and stewardship practices. To date 76 districts have completed qualification and can participate in Future Vision grants. Note to Director Ravindran: Sarah Christensen will update the number of qualified districts on Monday.
Future Vision Update, Montreal, June 2010 Districts are responsible for qualifying their member clubs. The DRFC and DGSC will manage club qualification. The requirements for club qualification are the following: Clubs must send either the club President or a designated club member to attend the district Rotary Foundation grant management seminar. The seminar is held by the district and clubs must attend their district’s grant management seminar to be qualified. Club members should then use the lessons learned from the grant management seminar to train the rest of their club. The club must agree to the terms of the club Memorandum of Understanding (MOU). The Club MOU is similar to, but shorter than the District MOU. The club President and President-elect must sign the club MOU and return it to the district. Districts have the option to add other club qualification requirements for their clubs. For example, some districts require clubs to be qualified in order to receive district grant funds. Clubs will need to meet these requirements to participate in the Future Vision grants program. Districts will keep track of which clubs have been qualified. When these clubs begin applying for global grants, t he DRFC will be asked to confirm that the club is qualified during the authorization of the global grant application.
Future Vision Update, Montreal, June 2010 Future Vision Update, Montreal, June 2010 Why is evaluation so important? Because by measuring the outcomes of foundation grants and tracking our progress in implementing the goals of the Future Vision plan, the Foundation will have good information about what is working and not working so as to make fact-based decisions before we have a full rollout to the remainder of the organization. The Foundation will also have a better sense of how pilot clubs and districts are reacting to various components of the plan. We anticipate that evaluation will become part of our culture as an organization, so we can continuously learn and improve our effectiveness. Because this type of evaluation is new for us, we researched other large Foundations, like the Ford Foundation and the Gates Foundation. They, too, are starting to do much more evaluation of their grant outcomes. The Trustees even engaged a consulting firm – one that has done this outcome measurement work with other well respected Foundations – to make sure we were approaching our evaluation process most effectively. Data will enable us to tell the story of how Rotary has touched more lives in a sustainable way– for example: How many medical and health professionals have we trained? How many more people have access to improved drinking water supply? These results will enhance Rotary’s image and attract more donors – both Rotarians and non-Rotarians – and strategic partners. Our polio eradication effort is a great example of how this works. Because we measure where we are in our battle against polio, we are able to adjust our strategy when we need to. Our data gathering will enable us to do this as well with our Future Vision Plan – to measure and adjust as necessary. And as we told our story about our fight to eradicate polio in cooperation with our impressive strategic partners, we attracted the Gates Foundation to our cause. How proud we have been of that partnership! And we believe that our Future Vision Plan will have the kind of impact that will attract more partners.
Future Vision Update, Montreal, June 2010 There are many reference materials (currently available and in development) to assist pilot clubs and districts in being successful in this new grant structure. Here are the top three resources to turn to for information, assistance and guidance. All of the most current and up to date Future Vision training materials will be made available on the RI Web site. On the Web site you can sign up to receive Future Vision Pilot News. This is a monthly e-newsletter that helps pilot districts prepare and plan for the pilot’s implementation by connecting you to new online Future Vision resources and information and reminding you of upcoming Future Vision pilot deadlines. Future Vision e-learning modules will become available at the e-learning center on the “members” tab of the Web site. These modules provide the opportunity for independent learning in an engaging format. The Terms and Conditions for Rotary Foundation District Grants and Global Grants provides the framework and guidelines of both types of grants and the pilot. New information and documents will be added regularly. If you can’t find the information you are looking for there, please do not hesitate to contact the Future Vision Pilot Operations staff member associated with your district. The staff contact sheet is posted on the RI Web site. Your district leadership is there to help guide you through the process of preparing, and planning for your service projects. DGEs and DRFCs will be receiving the bulk of their training just before the International Assembly.
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