Humanitarian Grants Program Updates 2006年第4B地帶 扶輪基金會地區領導人訓練研習會 2006 TRF District Leaders' Training Seminar, Zone 4B 人道獎助金計劃 最新資訊 Humanitarian Grants Program Updates

學習的目的 Learning Objectives 我們將討論 We will discuss: 人道獎助金最近的改變 Recent changes to Humanitarian Grants 新增的最新資訊 Additional updates

最近的改變－基本理由 Recent Changes - Rationale 確保有用的資源 Ensure available resources 增加透明度 Increase transparency 改善報告的品質 Improve quality of reports 最近的改變－基本理由 Recent Changes – Rationale 在我們開始討論改變它們自己之前, 簡要地討論這些決定背後的基本理由是有所助益的。 Before we begin to discuss the changes themselves, it is helpful to briefly discuss the rationale behind these decisions. 確保有用的資源Ensure available resources 由於瞭解到管理工作的重要性, 保管委員會開始實施一種策略規畫程序, 將為扶輪基金下一個 100 年的服務提供一個願憬。 在這個規畫過程期間的改變需確保充分資源可用來支援該策略規畫所做的努力 。Realizing the importance of stewardship, the Trustees have initiated a strategic planning process that will provide a vision for the next 100 years of service for the Foundation. During this planning process changes were necessary to ensure that adequate resources are available to support the strategic planning endeavor. 增加透明度Increase transparency 保管委員會意識到透明度的重要性。在我們與所有扶輪社員交往當中必須是完全透明的, 尤其以我們的善舉。 信賴我們的那些人才會支持我們。正如每一年一百二十萬位扶輪社員所做的成果，我們不可能沒有支持和合夥人而做到的。 我們行善，但是我們必需讓行善所做的事情讓人瞭解到是以一種誠實並且是透明的方法。 The Trustees recognize the importance of transparency. We have to be completely transparent in all our dealings as Rotarians, especially with our charity. Those who believe in us will support us. Just look at the work 1.2 million Rotarians accomplish each year, we could not do that without support and partnerships. We do good things, but we have to be seen to do good things in an honest and transparent way. 改善報告的品質Improve quality of reports 如同之後所討論的，有關獎助金報告上的一些改變。 我們必須繼續不斷地改進報告的品質，不僅僅只是結案報告而已進度報告也是如此。As will be discussed later on, some of the changes relate to reporting on grant funds. We have to continually improve the quality of reports, not just final reports but progress reports also.

配合獎助金最低限度獎助金額Minimum Matching Grant Award 2005 年7月 1 日生效 配合獎助金最低限度是美金5,000元 計畫得以維持Sustainable projects 增加對社區的影響力 Increased community impact 成本效益Cost effective 配合獎助金最低限度是美金5,000元於2005 年7月 1 日生效。該項規定適用於在 2005 年7月 1 日起所有需批准的申請書。保管委員會訂定這種最低限度獎助金額是希望扶輪社員將能著手從事更大的計畫得以維持並增加對社區的影響力。 Effective 1 July 2005 the minimum Matching Grant award from TRF is US$. This requirement applies to all applications approved on or after 1 July 2005.In establishing this minimum award the Trustees hope that Rotarians will be able to undertake larger projects that are more sustainable and have an increased community impact. 舉一個例子，談到夥伴扶輪社想要提供一個社區鑿一口井的計劃。並非僅僅只提供鑿井，這些服務夥伴們能一起合作使該計畫項目擴大包括了如何訓練並且於何處去蓋設廁所、著重於淨水的重要性的健康教育以及蚊帳的供應。 透過這個方法，要符合該計畫費用的獎助金要比美金5,000 元來得多並使該計畫有更大並維持對社區的影響力。 As an example, say that partnering clubs wish to provide a borehole to a community. Rather than simply providing a borehole, the partners could work together to expand the project to include training on how and where to build latrines, health education focusing on the importance of clean water, and the provision of mosquito nets. In this way, the grant required to meet the project cost is greater than US$5,000 and the project has a larger and sustainable impact on the community. 除了會符合持續和影響力的需求之外，這個改變反映出處理小額的獎助金是不符合承成本效益的事實。透過集中於提供較大的獎助金時，保管委員會對你們的捐款會較好的管理並確保它盡可能有效地使用。 In addition to meeting sustainability and impact needs, this change reflects the fact that processing small grants is not cost effective. By focusing on providing larger grants, the Trustees are serving as better stewards of your money and are ensuring that it is being used as effectively as possible. 問題討論Discussion Questions: 1. 關於配合獎助金獎最低限度美金5,000 在貴地區中的扶輪社員的反應是什麼？ What has been the reaction of Rotarians in your District regarding the $5,000 minimum Matching Grant award? 2. 扶輪社和地區如何能在這個新的最低限度獎之中來執行較小的計畫？扶輪社已發展出了什麼策略？ How have clubs and districts been able to work within this new minimum award to implement smaller projects? What strategies have clubs developed? 於該區域範圍內與其他扶輪社一起把較小的計畫聯合成一個較大的獎助金的申請Work with other clubs in the area to combine smaller projects into one, larger grant request 擴大該計劃的範圍來包括額外的計畫項目(訓練, 教育, 設備的供應 等等) Expand the scope of the project to include additional project components (training, education, provision of equipment, etc.) 由地區、其他的扶輪社等等因槓桿作用而來的額外捐獻。 Leverage additional contributions from district, other clubs, etc.

報告的規定 Reporting Requirements 2005 年7月1日 生效 至少每12個月提出進度報告 Progress reports 計畫完成的兩個月之內提出結案報告Final report 需要額外的資訊 Additional information required 對於 2005 年7月1日 起所有批准的獎助金之新報告的規定是生效的。而在 2006 年12月 31日以後，所有的獎助金 (不論當時它們被批准與否)都將接受新的規定。 New reporting requirements are effective for all grants approved on or after 1 July 2005. After 31 December 2006, all grants (regardless of when they were approved) will be subject to new requirements. 由於該報告對管理工作需要更多的資訊，而這項決定的目的是要藉由減少時常所需的報告而來讓扶輪社員們更加容易增進對扶輪基金會的承諾。 The intent of this decision is to make it easier for Rotarians by requiring reports less often while furthering TRF’s commitment to stewardship by requiring more information with the report. 然而，結案報告截止日仍然是在計畫完成的兩個月之內提交。 Final reports are still due within two months of the project’s completion.

個人獎助金 Individual Grants 暫停Moratorium 於2005 - 06 扶輪年度 2006 年7月1 日起暫停解除 2006 年10月 1日 以後的旅行 個人獎助金的標準也許作一些修改 扶輪基金保管委員會在他們的2005 年4月會議時決議暫停了個人獎助金而於2005 年7月 1日起生效。該暫停實際上是在2005 - 06 扶輪年度期間才有效。 然而，在他們的2005年10月會議，保管委員會又重新決議從2006 年7月1 日起解除了個人獎助金的暫停決議 。因此，在 2006 年10月 1日 以後所發生的旅行，此時開始可以提出。同時， 在2006年4月會議期間，保管委員會將會複審個人獎助金的標準並且也許會對獎助金的種類作一些修改。 The Rotary Foundation (TRF) Trustees at their April 2005 meeting placed a moratorium on Individual Grants effective 1 July 2005. This moratorium was in effect during the 2005-06 Rotary year. However, at their October 2005 meeting, the Trustees lifted the moratorium for Individual Grants as of 1 July 2006. Applications may be submitted starting at this time for travel taking place after 1 October 2006. During their April 2006 meeting, the Trustees will be reviewing the criteria for Individual Grants and may be making some modifications to the grant type. 問題討論Discussion Questions: 1. 關於個人獎助金暫時停止(對原先實施的暫停以及之後暫停的解除)在貴地區中的扶輪社的反應是什麼? What has been the reaction of clubs and districts in your zone regarding the moratorium (original imposition of moratorium as well as subsequent lifting of moratorium) on Individual Grants? 2. 你如何將有關個人獎助金暫停的解除通知給貴地區中的扶輪社員? How will you communicate to Rotarians in your zone the lifting of the moratorium on Individual Grants? 地區領導人的訓練Training of district leaders 文告Newsletters 網際網路Internet 3. 你覺得什麼是一種支援國際旅行獎助金類型十分重要的要素？ What do you feel are essential components of a grant type that supports international travel?

地主夥伴捐獻 Host Partner Contribution 2006 年7月1 日生效 地主夥伴捐獻給配合獎助金最低限度的美金100元 地主夥伴會有更多的時間與精力投入 增加對當地的監督 開始於 2006 年7月1 日起所批准的申請書，所有地主夥伴必須藉由至少捐獻美金100元來對一個計畫作出明確證明他們的承諾。我於此強調最低限度的美金100元對於一些開發中國家來說能夠捐獻比這個多得更多，然而在世界有些區域來講美金100元仍然是很大的數目。這個觀點是藉由地主夥伴承諾—而來對該計劃形成共同認同感。保管委員會基於這個決定用來證明計劃包括了一種從當地社區的財務捐獻會有更多的時間與精力對當地投入和監督。 Beginning with applications approved on or after 1 July 2006, all host partners will have to positively demonstrate their commitment to a project by contributing US$100 minimum. I stress minimum of US$100 for some developing countries can contribute much more, while some areas of the world US$100 is still a significant sum. This aspect is the Common Ownership of the project – commitment by the host partner. The Trustees based this decision on evidence that projects that include a financial contribution from the local community have greater local investment and oversight. 增加當地對該計劃的認同感將導引出對一種該計畫情況適度的瞭解，應該會導引出更有效的報告。Increased local ownership of a project will lead to a better understanding of the status of the project which should lead to more effective reporting.　 問題討論Discussion Questions: 1. 關於地主夥伴捐獻給配合獎助金最低限度的美金100元在貴地區中的扶輪社的反應是什麼? What has been the reaction of clubs in your district to the US$100 minimum contribution for Matching Grant host partners? 2. 你如何協助扶輪社與地區達成這項新的規定？ How can you assist clubs and district to fulfill this new requirement? 協助扶輪社發展新的募款機制Assist clubs to develop new mechanisms for raising funds 鼓勵地區撥配地區指定基金Encourage districts to allocate District Designated Funds 鼓勵扶輪社與其他的當地扶輪社一起合作以獲得槓桿效率的資金Encourage clubs to partner with other local clubs to leverage funds

計畫委員會 Project Committee 2006 年7月1 日生效 配合獎助金-三位委員會委員 地主和國際Host and international 增加透明度Increased transparency 全體的責任Corporate responsibility 2006 年7月1 日起所批准的申請書，地主和國際夥伴都必須要有至少由三位扶輪社員所組成的計畫委員會。以前的規定是該委員會必須至少由二位扶輪社員所組成。 For applications approved on or after 1 July 2006, both the host and international partners must form project committees comprised of at least three Rotarians. Previously, the requirements stated that the committees must be comprised of at least two Rotarians. 這些委員會委員應該是於計畫期間承諾投入之勝任合格人士。委員會委員以他們的專長來遴選以便能夠更詳細查看到一個計劃的各層面。這是一個計劃的細節部分並且當它成為配合獎助金過程的一部分時則運作成功的報告就變得更容易了。 These committee members should be qualified individuals who are committed to the project for its duration. Committee members selected for their expertise can look in more detail at all levels of a project. This is the detail part of a project and when operating successfully reporting becomes easier for it becomes part of the Matching Grant process. 委員會至少有三位委員也會在委員會結束本身的運作中增加透明度和連續性。 Having committees of at least three members also ends itself to increased transparency and continuity in the dealings of the committee.

地區獎助金小組委員會證明DGSC Certification 2006 年7月1 日生效 地主或國際夥伴 Host or international partner 被要求檢閱審查申請書 保證正確與完整齊全Certify accuracy and completeness 在過去，扶輪基金會建議在提交扶輪基金會之前要先行讓地區獎助金小組委員會主委加以檢閱。然而從2006 年7月1 日以後，這已是必要條件。 In the past, it was a recommendation that the district grants subcommittee chair reviews the application prior to submission to TRF. As of 1 July 2006, this is a requirement. 地區之地區獎助金小組委員會主委皆被要求簽署該申請書以示它已接受檢閱審查並資料是完整齊全的。 The district grants subcommittee chair from either the host or international partner district will be required to sign the application signifying it has undergone review and is complete. 請牢記地區獎助金小組委員會主委檢閱審查過的申請書並不保證會被批准的；所有申請書的批准是屬於扶輪基金保管委員會。 Please keep in mind that application review by the district grants subcommittee does not guarantee approval of the application; approval of all applications resides with The Rotary Foundation trustees. 問題討論Discussion Questions: 1. 從2006 年7月 1 日起，你能夠確保地區獎助金小組委員會準備開始檢閱審查所有的獎助金申請書嗎？ What can you do to ensure that DGSCs are prepared to review all grant applications beginning 1 July 2006? 地區獎助金小組委員會訓練Conduct training for DGSCs 確保地區獎助金小組委員會有必要材料和資源 Ensure that DGSCs have the necessary materials and resources 對地區獎助金小組委員會的需要提供不間斷的支援 Provide ongoing support as needed to DGSCs 2. 對地區獎助金小組委員會你希望見到什麼樣的資源得以幫助他們的新職責？ What resources would you like to see made available to DGSCs to assist them with their new responsibility? 3. 有些扶輪社員可能覺得申請書在送交扶輪基金會之前要求地區獎助金小組委員會來保證所有申請書，是於獎助金申請過程多添加了所謂官僚主義這一層次。 Some Rotarians might feel that requiring the DGSC to certify all applications prior to their submission to TRF is adding a layer of bureaucracy to the grant application process. How will you explain to Rotarians that this is not just another signature, but an important component in ensuring the accuracy and completeness of applications

時程Timelines 2006年7月1日生效 收到申請書六個月內必須完整齊備Application complete within six months of receipt 批准六個月內符合付款規定 Payment requirements met within six months of approval 2006年7月1日開始，扶輪基金會收到的申請書在六個月之內必須完整並且已準備好去批准，否則該申請書將被撤回。事先，計畫贊助者有15 個月時間去完成一份申請書 Starting 1 July 2006, applications received at TRF must be complete within six months and ready for approval or the application will be withdrawn. Previously, project sponsors had 15 months to complete an application. 保管委員會認為一個獎助金申請書當提交給扶輪基金會時應該是完整齊備且已為批准作好了準備。當然，有許多未預料到情況迫使需與計畫協調人一起合作來完成懸而未決的申請書。保管委員會認為，無論如何，允許 15 個月那麼做已是極限的。 The Trustees feel that a grant application should be complete and ready for approval when submitted to TRF. Of course, there many be unforeseen circumstances that necessitate working with the Program Coordinator to complete a pending application. The Trustees felt, however, that allowing 15 months to do so was excessive. 問題討論Discussion Question: 1. 地區能如何幫助扶輪社符合時間表的規定？地域扶輪基金協調人要如何幫助地區？ How can districts assist clubs to meet the timeline requirements? How can RRFCs assist districts? 地區獎助金活動保持最高程度Keep on top of grant activity within the district 在活動報告中包含了檢閱審查的資訊(每半年寄給地區領導人)並且採取適當的行動 Review information contained in activity reports (sent out semiannually to district leaders) and take appropriate action 實施訓練以確保所有扶輪社/地區了解時間表的規定 Conduct training to ensure that all clubs/districts are aware of the timeline requirements

文件Documents 配合獎助金申請書－只在網站上Matching Grants application – web only 修訂過的報告表Revised report forms 配合獎助金Matching Grants 地區簡易獎助金 District Simplified Grants

保健、防飢及人道(3-H)獎助金 3-H Grants 重新探討2006年四月保管委員會會議 26件申請書 applications 四百萬美金可使用 3月31日計劃提出截止日(4月7日) 合作夥伴規定Partnership requirement

災禍恢復 Disaster Recovery 成立總帳戶Master account 設立災禍附屬帳戶Sub-accounts 國際扶輪計畫RI programs 委員會被任命去督導管理基金的使用 目前開放三個附屬帳戶 sub-accounts 決定成立一個災禍恢復總帳戶讓有意對一個災禍捐獻的扶輪社員易於捐獻。 Decision to form a disaster recovery master account to facilitate contributions when Rotarians expressed a desire to contribute to a disaster 至於要成立由總帳戶而來的附屬帳戶，僅僅只能藉由祕書長徵詢扶輪基金會主委與國際扶輪社長而來決定的。 Sub accounts are formed from the master account only through a decision of the General Secretary in consolation with the TRF Chair and RI President 對於一個捐贈災禍來說如果沒有成立一個附屬帳戶時，扶輪社員能繼續與國際扶輪計畫一起合作宣導計劃並努力於世界社區 WCS 網站 If a sub account is not formed for a given disaster, Rotarians can continue to work with RI Programs in publicizing projects and efforts on the WCS website 委員會被任命去督導管理基金的使用 Committees are appointed to oversee use of funds 至今，三個核准的附屬帳戶 Right now, 3 approved sub accounts: 墨西哥 和瓜地馬拉的史坦與威爾瑪颶風 Hurricanes Stan and Wilma in Mexico and Guatemala 美國佛羅里達州的威爾瑪颶風 Hurricane Wilma in Florida 沿著喀什米爾邊境影響到巴基斯坦和印度的大地震 Earthquake along the Kashmir border affecting Pakistan and India 這三個附屬帳戶將募集基金至2006年5月1日止 Funds will be collected for these 3 accounts until 1 May 2006

問 題 Questions?

Discussion Questions Are there resources that you would find helpful in carrying out your duties as RRFCs? What is your biggest challenge as a RRFC in relation to Humanitarian Grants? If you were a Trustee, what is the most important change you would recommend to your colleagues regarding the future vision of Humanitarian Grants?

Discussion Questions What suggestions do you have for TRF staff to help improve processing of grants and service provided to Rotarians? Do you feel the effects of TRF’s efforts to include more district leaders on regular communications? What training have you provided to district leaders regarding Humanitarian Grants? Please share your best practices in successful training of district leaders.