FutureVisionFAQ Change Log

14 June 2010

Q. I entered or edited information on the Foundation Proposal or Application form and Saved it. When I reopened the form my changes were not shown. What should I do?

Even though you are re-opening the screen, it still needs to be refreshed. Do this by hitting the F5 key (Function key 5).

Q. How much text can I enter in a Proposal or Application form?

The maximum number of characters allowed for each answer is 2000, except for Proposal question C (1), where the limit is 250 characters.

Q. In Application Section A, Question (1) it says "one per line" but there is no way to enter separate lines. It runs together. What should I do?

Quoting a TRF contact, "The goal of this question was to get a list of one-sentence objectives." They don't need to be on separate lines.

Q. Our Application is ready for signatures. What makes that happen?

The best answer at this point is that you need to send an email to the people whose signatures are required, clearly identifying the project. The person to be contacted depends upon whether the signature will occur before or after July 1.

Section A: DDF authorizations (for each District supplying DDF)
Up to June 30, 2010: District Rotary Foundation Chair 2009-10 and District Governor 2009-10
From July 1, through June 30, 2011: District Rotary Foundation Chair 2009-13 and District Governor 2010-11

Section B: District Rotary Foundation Chair Authorization (for the Host and International Sponsor Districts)
Up to June 30, 2010: District Rotary Foundation Chair 2009-10
From July 1, through June 30, 2011: District Rotary Foundation Chair 2009-13

SectionC: Primary Contact Authorizations
Host and International Primary Contacts

5 May 2010
Q. The DDF for our club's Global Grant Proposal has been approved by the District Foundation Committee. What do I do next?

The orginal plan was for the Proposal to be automatically transmitted to the TRF Future Vision Pilot site. Complexities of the implementation have prevented that so far. So, either the Host or the International Primary Contact for the project should log onto the RI website, click on Member Access, then Future Vision Pilot Site, then My Proposal(s), then Create a new Proposal, and follow the instructions. You will need to copy and paste your answers to the Proposal questions from the District website to the RI website. When you are satisfied with your Proposal, click the Submit button. TRF will review your proposal, and when it is approved, will invite you to submit a formal Application.

To access your Proposal, go to the Global Grants website, click on your project title and click on View Online Proposal Form. To copy text, highlight it and press Ctrl-C. To paste it, press Ctrl-V. You should have the RI window and your Proposal window arranged so you can go easily from one to the other. If you have questions, email John Fistere, District 5340 Global Grants Chair, or Philippe Lamoise, District 5340 Grants Chair.

26 Apr 2010
The answer to the following question has been modified for clarity. The rules have not changed.

Q. What is the signature process for District Grants?

A District Grant project may be submitted to www.matchinggrants.org/district with only one or some of the participating clubs identified. However, in order to be considered for District 5340 DDF, all of the participating clubs must be identified, the project must be “Fully Pledged”, and the proper electronic signatures must be obtained.

Instructions to start the signature process are displayed on the administration page once the project status is “Fully Pledged”. The signatures required for a District Grant are the Project main contact, Club President, and Club President-elect for each club. If one of these persons is not one of the project partners, he/she must be added by using the form in the second section of the “History Log” tab of the administration page.

Once the signature process has been started, the project cannot be modified, nor can any uploaded supporting documents be changed. If something must be modified, the signature process can be cancelled but it will have to be restarted from the beginning. (Note that additional documents may be uploaded after the signature process begins, and those documents can be removed and modified, but they are not part of the supporting documents covered by the signatures.)

22 Apr 2010

Q. I used the Worksheet to create my Proposal. How do I get that onto the District or Global Grants website? Do I have to re-enter everything?

The website was designed for you to create your proposal online, and the Worksheet is an optional document to help in proposal preparation. You can copy and paste sections of the Worksheet into the online Proposal form. Highlight the Worksheet text you want to copy and press Ctrl-C. Go to the corresponding section of the online Proposal and press Ctrl-V.

Q. What is the signature process for District Grants?

A District Grant project may be submitted to www.matchinggrants.org/district with only one or some of the participating clubs identified. However, in order to be considered for District 5340 DDF, all of the participating clubs must be identified, the project fully pledged, and the proper electronic signatures obtained. Once the first signature has been obtained, the project cannot be modified, nor can any uploaded supporting documents be changed. If something must be modified, the signature process starts from the beginning. The signatures required for a District Grant are the Project main contact, Club President, and Club President-elect for each club. (Note that new documents may be added after the signature process begins, and those documents can be removed and modified.)

Q. What is the signature process for Global Grants?

There are no signature requirements for submitting Proposals, on either www.matchinggrants.org/global or the RI Grant website. The signatures will be collected electronically on the RI website as part of the Application phase. (You will be invited to submit an Application when your Proposal is approved by The Rotary Foundation (TRF))

Q. What documents must be retained for District and Global Grants?

For receipts and documentation requirements, see paragraph 4 in http://www.rotary.org/RIdocuments/en_pdf/fv_club_mou_en.pdf and section VIII in http://www.rotary.org/RIdocuments/en_pdf/fv_grant_terms_conditions_en.pdf. The plan in District 5340 is to have all these receipts and documents uploaded in electronic format on www.matchngingrants.org/district or www.matchinggrants.org/global on your project web page, so that they are accessible the project partners at any time.

11 Mar 2010
Added:
Q. What are Rotary's Principles of Sustainability for Global Grants?

The Rotary Foundation’s Principles of Sustainability for Global Grants
(From the Grant Management Manual for Rotary Clubs in Future Vision Pilot Districts, EN-210, page 29)

The Rotary Foundation strongly encourages Rotarians to apply the following principles of sustainability to all projects and activities:

  1. Global grants incorporate activities and safeguards that ensure the continuity of project impact after TRF funding is fully expended.
  2. Global grants work toward multiple levels of sustainability: economic, cultural, social, and resource.
  3. Global grants make optimal use of local resources, regional input, and indigenous knowledge as much as possible.
  4. Global grants respect the natural resource base and avoid deterioration or destruction of the local environment.
  5. Global grants attempt to reach the greatest number of beneficiaries as appropriate.
  6. Global grants prepare scholars and individuals to contribute to new and innovative methods in professional fields reflected within a Foundation area of focus.
  7. Global grants prepare participants to increase impact and improve effectiveness in the communities and vocations in which they work.
  8. Global grants utilize the input and skills of grassroots individuals and groups, such as Rotary Community Corps, to ensure continuation of projects and activities.


For this existing question:
Q. I belong to another organization that wants to support a Global Grant that our Rotary club is doing. Can we accept that money and get it matched?

Changed question and answer to:
Q. A non-pilot Rotary district or club, or other organization wants to support a Global Grant that our Rotary club is doing. Can we accept that money and get it matched?

Non-pilot districts, Rotary clubs, and other organizations can donate funds directly to a project in a pilot district. That money will not flow through the Foundation and will not receive a TRF match. The money should be deposited directly to the project account. If, however, a non-pilot district donates a portion of their DDF to a pilot district, that DDF donation can be matched because the donated DDF becomes part of the district's balance to be allocated by the district.

(The original answer is given below.)

Also, deleted an essentially duplicate question.

29 Mar 2010
Added:
Q. I belong to another organization that wants to support a Global Grant that our Rotary club is doing. Can we accept that money and get it matched?

No. You can accept the money designated for your project, but it must be identified as such, and will not be matched by the District or by TRF.

Added links to District and Global Grant Worksheets.

23 Mar 2010
Added:
Q. We have a project between two Future Vision District Clubs, with contribution pledges from non-Future Vision Clubs. Will TRF match the funds from the non-pilot clubs?

No. TRF will match funds only from Future Vision Districts. The non-FV clubs can contribute to the project, but the funds will not be matched by TRF. Matching money from non-pilot Districts will affect the investigative results of the pilot program.

Removed "[coming]" from link to http://www.matchinggrants.org/global since it is now operational.

19 Mar 2010
Added link to Global Grants Proposal and Application Checklist in two places.

15 Mar 2010
Added non-delinquency requirements to Qualification requirements.

Added link to Areas of Focus on RI website.

12 Mar 2010
FutureVisionFAQ created.