PETS 2013Foundation Training

MOU Certification

Future VisionMOU Certification

Presented byRotary District 7620 Grants Committee

February 16,2013

What is Future Vision?

A plan that reflects the desires and interests of Rotary worldwide to give the Foundation a SUSTAINABLE and more VISIBLE IMPACT in the world.

Rotary District 7620 Grants Committee

Objectives of Future Vision

• Encourage clubs to work together • Strengthen impact of club projects• Partner with other organizations• Increase leverage• Create innovation/artistry• Advance understanding of the Foundation’s

work• Enhance Rotary’s public image

Rotary District 7620 Grants Committee

What’s At StakeShow Me The Money

The 2013 -2014 DDF Budget $134000 District Grants Global GrantsHumanitarian 40,000 175,000 (CO) Educational 20,000 30,000

Polio Plus $10,000World Peace Fellowships $10,000

Who’s Currently Not in the Game

New Game Just Starting; everyone who attends and then has their

President Elect go to MDP qualifies.

Grants Criteria

• 2 Club Members must be MOU certified• Club encouraged contribute to Polio Plus and

to Annual Giving• Host/International club must be eligible• No outstanding Final Reports• Must have 3 club members on Global Grant

Project Committee for both host/international clubs

Rotary District 7620 Grants Committee

Grants Process

Club Quadrants receive grant ideas and projects. Group decides which projects warrant going

forward.

Grants Committee receives application and checks its eligibility (DGSC)

• Quadrant receives project approval and begins application to TRF.

• DGC will approve District Designated Funds (DDF) as applicable to each application.

Rotary District 7620 Grants Committee

How Do I Get In The Game

1. Complete this course.2. Participate in Foundation Giving3. Join the quadrant4. Apply for Global & or District Grants

Potential ProgramsGenerating Interest

Invite a guest from a Club that has a successful project completed.

Partner with an organization in the community. Have the speaker present to your club.

Invite a Grants committee member to give a meeting. Better yet, have your member who is trained give the program.

More Potential ProgramsInvite a scholar to present to the club.Put the Foundation in front of the club each

week with a Foundation moment focusing on project and programs.

Anything else?????Rotary “You Tube” videos.

ResourcesDistrict Website- specific tab for GrantsRI Website- Learning modules for Future

Visions (e-learning).District Foundation Team- includes both the

giving and program sides.Club members who are astute on the

Foundation.

Memo of UnderstandingWhat am I signing?

1. Terms of Qualification 2. Club Leadership Responsibilities for

Qualification 3. Financial Management

4. Document Retention 5. Report on Use of Grant Funds

6. Method for Reporting and Resolving Misuse of Grant Fund

• Good for one year• Entire club responsible for use of grant funds• Club must disclose any potential conflict of

interest• Club must cooperate with all district and TRF

audits• Club must certify 2 members• Club must establish succession plan

Rotary District 7620 Grants Committee

Club Memorandum of Understanding

Authorization & Agreement

Rotary District 7620 Grants Committee

The club MOU is a legal document between the club and the district. By signing this agreement, the club president and president elect are authorizing it, which enters the club into a legal agreement with TRF to abide by all Rotary Foundation and Rotary International policies.

Questions

Good Luck Everyone

District 7620 Grants Committee:Andrew Baum, Carroll Creek PDG: senior advisorLisa-Marie Monsanto, Washington, DC: ChairPaul Derstine, Bonds Meadow RCDr. Barry Thompson, North Bethesda RCChris Siciliano, Towsontowne RCPeter Kyle, Capitol Hill RCDr. Paul Manchak, Lexington Park RCSteve King, Leonardtown RCTed Gregory, Carroll Creek RCRob Brown, Towsontowne RC - DRFC

Rotary District 7620 Grants Committee