The Rotary Foundation Cadre of Technical Advisers

13 June 2017

Philip J. SilversRC Valle Verde-Green Valley, AZ – D-5500

RI Director 2008-10Chair, TRF Cadre of Technical Advisers 2014-18

Core Effects:Sustainable

Change/Lasting Results

ProcessResults

(‘Doing Good’)

Training

Cultural Experiences

Adventure

Travel

Friendships

HumanitarianSupplies

Equipment

Externalities(The ‘Sizzle’)

Challenges

Rotary“Credits”

Quality Assurance in Rotary Foundation Programs

Stewardship ProgrammaticQuality

Cadre Tools—• AoF Expertise• Project Design Skills• Program Evaluation• Technical Assistance/Coaching• Technical and Onsite Reviews• Financial Audit

Community AssessmentSustainabilityM&E

Grant Application/Screening Process

• Professional program evaluator (M&E) 45 years

• Some expertise in all Areas of Focus, except WASH

• Vocational Training Teams (VTT)

• Evaluating Peace and Conflict Programs

• IT Administrator, 85,000-student college district

• M&E for Rotary Family Health Days

• Proposal writing

My Background

Meredith BurlewStewardship Manager

Rotary International

Who are the Cadre?

A group of volunteer Rotarians who possess professional expertise in Rotary’s six areas of focus.

The Purpose of the Cadre

Provide technical expertise and support to Rotarians planning and implementing TRF grant projects around the world

•Ensure stewardship of grant funds•Assist the Trustees •Advise Rotarians

Cadre Activities

•Grant application and project advising•Site Visits, Audits and Project Evaluation

Grant Application and Project Advising

Cadre members offer grant application guidance and assistance with:

• Community Assessments• Monitoring and Evaluation• Rotary Grant model • Sustainable project planning

At the Project Site

Cadre members spend about 3 days on site meeting with:

• Rotarian grant sponsors• Project beneficiaries• Partnering organizations

• Observing project implementation

• Sharing knowledge, best practices, and providing feedback

Cadre Members in Action: Dr. Dennis Addo

Area of Focus: Disease Prevention and Treatment

Expertise and Background: Community health, epidemiological research, disease surveillance

Recruitment Needs

• Central America & Southeast Asia• Health professionals• Education and Literacy• Water and Sanitation experts

• Community development professionals• Monitoring and Evaluation• Community Assessment

Want to Learn More?

Need advice or guidance on a project?

Interested in joining the cadre or want to learn more?

Visit www.rotary.org/en/cadre-technical-advisers

E-mail cadre@rotary.org

Project AdvisingMoses Musiitwa

Rotary Club of Kyambogo-Kampala, District 9211, Uganda

Why I Joined the Cadre

• To keep abreast with local content in all groups I serve / work with

• To support the processes of TRF, ensuring professional work .

• To support Rotary clubs doing projects, which fosters the sustainability principles .

Professional Skills

• Bsc- Chemical , MBA- Projects Mgt, Msc -Quality Mgt

• PG-Diploma – IWRM, PG-Certficate in Internal Auditing

• Writing of Project Documents and Technical / business Proposals

• Development and implementation of baseline studies, surveys, assessments and evaluations.

• Water and sanitation projects and WASH-programming

Professional Experience

• Supported over 28 Rotary Clubs in Projects development-WASH projects (Uganda, Kenya & Tanzania).

• Conducted Cadre visits on 6 WASH projects in Districts 9211 & 9212

• Supported the process of Wash-in-Schools (WinS) manuals development

• Cadre group moderator on WASH in 2016-17.

The Role of the Cadre in Global Grant Advising

• It is the responsibility of cadre members to be knowledgeable of the Rotary Grants program

• Cadre members are in a unique position to guide Rotarians in areas of focus or financial management

• Cadre members can recommend further resources and expertise

My Global Grant Advising Experiences - Issues

Problem of Ownership & Management of institutional latrines (the schools do not have a budget for operation and maintenance)

Abuse and vandalism of water points & latrines (e.g. stealing of vent pipes & taps on hand washing facility)

Inadequate hygiene promotion materials in communities & schools

Lack of coordination among the stakeholders involved in water, sanitation and hygiene provision

Some SMCs are not committed to school sanitation and hygiene education activities

Absence or dormant WASH committees

Limited investments in WASH capex.

My Global Grant Advising Experiences - Processes

• The Needs assessment done with community

• The feasibility study needs to examine different options towards making recommendations in terms of:

Technical options

Level of service options (Demand)

Water services provider option

Financial arrangements

Training and capacity building support required to ensure sustainable water and sanitation services

My Global Grant Advising Experiences – Processes

Planning Phase

Design

Phase

Implementation

Phase

Operations,

and Mentoring

Phase

Project

ApprovedProject

Cycle

Commissioning

Evaluation

Ongoing service provision

Infrastructure life cycle

Planned life span of the infrastructure

Extension andupgrading

Decommissioning

Commissioning

On-going life of the water and sanitation services

Projectcycle Rehabilitation

Decommissioning

My Global Grant Advising Experiences – Processes

My Global Grant Advising Experiences - Systems

Inputs Systems

Baseline/Needs assessment

MOU’s /Stakeholder engagement

Procurement

Implementation

Inventory & Logistics

Financial systems

Capacity building system

Monitoring/progress report

Output Systems

Final reports

Project Audits

Impact Evaluation

My Global Grant Advising Experiences - Systems

Coordination of Rotary Projects

My Global Grant Advising -Stakeholders Engagement

• Due diligence process for corporate(s) / NGOs

• Stake holders Mapping for the project

• Stake holders dialogue

• Roles and Responsibilities for each group

• Project milestones and scorecard

Cadre Site VisitsPDG Carolyn Johnson

Rotary Club of Yarmouth, District 7780, Maine

Why I Joined the Cadre

• Stewardship of Foundation funds - reinforce quality of TRF

• Vocational service: using my professional expertise,

experiences

• Opportunities to learn, develop connections & relationships

• Opportunities to support Rotarians, clubs for success

Professional Skills and Experience

• 30 years as an educator

• Developed, implemented, managed Culture of Reading Program (CORP), Guatemala

• Literacy Chair for my district

The Role of the Cadre Site Visitor

• Studying the Project Documentation

• Meeting with the project stakeholders• Rotarian sponsors• Beneficiaries• Cooperating Organizations

• Providing Feedback and Recommendations• Site Visit Feedback Meeting

• Reporting back to TRF

My Cadre Site Visit Experiences

• Why are Cadre Visits important?

• Establish personal connections between TRF and Rotarians

• Professional Expertise

• Pose objective questions

• Assist Rotarians to develop projects for the long term (how Rotarians might be actively involved)

My Cadre Site Visit Experiences

My Cadre Site Visit Experiences

Basic Education & Literacy (BEL) Projects

• Plan for lasting change - knowledge, skills and attitudes

• Identify success: change in practice, achievement levels, attendance, promotion rates,

• Partnering (Ministry, school, and community)

• Training and support for teachers (long term)

• Scale up (start small: add grade levels, technology)

• Recognition & Certification

• Involve Host and International Partners

Financial AuditingPDG Sanjay Khanna

Rotary Club of Delhi South EastDistrict 3011, India

RIPSR FOR RID 58 (3100)

The Rotary Foundation

(A) DISTRICT GRANTS Support clubs to do any worthwhile projects

for benefit of community.

(B) GLOBAL GRANTS Align with one or more of Rotary’s "Area of

Focus". Should be sustainable & measurable. Should be host community driven. Responsible for reporting to TRF on the use of

Grant funds periodically. Foundation reserves right to review,

conduct an audit, send a monitor to ensure transparency.

Protecting TRF’s Grant Investments

Relevance of Cadre members

Application & Project Adviser

Technical Reviewer

Site Visitor

Auditor

Professional Skills and Experience

Bachelor’s Degree in Law – Delhi University - 1980

Chartered Accountant (CPA) - 1982

Senior Partner of M/S Ghosh Kanna & Co (GKC)

30 years of financial and management review experience

World Bank, USAID, and other NGOs

Cadre membership provides opportunity to utilize

professional skills and expertise to strengthen TRF and

promote stewardship

Professional Skills and Experience

Why audits are important ?

Financial management advice.

Address common errors committed.

Personal experience comes into play.

The Role of the Cadre Auditor

Host Rotarians manage grant funds transparently.

Ensure separate low/no-interest bearing account opened for grant funds.

MOU completed if working with a Cooperative agency.

Host sponsor has a financial management plan that includes keeping

receipts & records of financial documents, communications and inventory.

Assess if any income accrued to the project and its treatment.

For every planned purchase, price quotations from three different vendors.

Ensure project is free of conflict of interest.

Preferably accounts should be audited annually.

My Cadre Audit Experiences

TRF CADRE SITE VISIT TO CONDUCT A FINANCIAL AUDIT

Provision of medicines/supplements to children and lactating mothers.

Provision of a Van for transporting doctors and medicines to the villages.

My Cadre Audit Experiences

DONATION OF VAN FOR TRANSPORTING DOCTORS/MEDICINES TO THE VILLAGE HOSPITAL

My Cadre Audit Experiences

TRAINING OF VILLAGE CORPS

My Cadre Audit Experiences

MOBILE CLINIC AT A VILLAGE

My Cadre Audit Experiences

DISTRIBUTION OF MEDICINES/NUTRIENTS TO BENEFICIARIES IN VILLAGES

My Cadre Audit Experiences

PHARMACY AT HOSPITAL

My Cadre Audit Experiences

Wear your smile and take pride inbeing a Rotarian……....

Questions?

cadre@rotary.org

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CADRE: WHO WE ARE (October 2015) 1

THE ROTARY FOUNDATION CADRE OF TECHNICAL ADVISERS

Who we are and what we do

The Rotary Foundation Cadre of Technical Advisers provides assistance and technical expertise to Rotarians planning and implementing projects, ensures the proper stewardship of Foundation grant funds, and assists Foundation trustees in the funding process. The cadre is composed of volunteer Rotarians from around the world who are familiar with the grant program and who also have technical and professional expertise in one or more of Rotary’s six areas of focus.

THE ROLE OF THE CADRE__________________________________________________

Cadre members are involved in planning, monitoring, and evaluating humanitarian grant projects in the following ways:

• Application and project adviser assists with global grant applications and the implementation of projects.

• Technical reviewer assists Foundation staff by evaluating the technical feasibility of grant applications. These are desk reviews that do not involve travel.

• Site visitor evaluates the technical feasibility of a proposed project (advance site visitor) or the implementation of an ongoing project (interim monitor). These assignments involve travel to the project site and meetings with the sponsors, residents of the benefiting community, and representatives of any cooperating organizations.

• Auditor evaluates the financial management and oversight of grant funds. These assignments, which include random, routine, targeted, and operational audits, involve travel to the project site as well as meetings with the relevant stakeholders.

_____________________________________________________________________________________

ENGLISH (EN)

CADRE: WHO WE ARE (October 2015) 2

WHAT WE’RE LOOKING FOR________________________________________________

The cadre assignment process involves multiple factors, with preference given to members who best meet the following criteria:

• Experience – Appropriate technical expertise and familiarity with Foundation

grant programs

• Language skills – Ability to communicate in the language spoken at the project site

• Cost-effectiveness – Proximity to the project site

• Quality of evaluations – For members who have completed cadre assignments, a history of submitting high-quality evaluations within the requested time frame

• Cultural familiarity – Understanding of the culture of the project site and benefiting community

HOW YOU CAN HELP_______________________________________________________

We need Rotarians in Africa, Latin America and the Caribbean, and Southeast Asia in all areas of focus, particularly experts in the following areas:

• Agriculture, small enterprise development, vocational training, or adopt-a-village projects

• Medicine and health care, including doctors, nurses, midwives, and public health workers (especially women)

• Water and sanitation in schools, hygiene education, or water and sanitation advocacy

• Community health care training, mobile health care technology, or infectious disease control

• Teacher training or curriculum development that incorporates technology

Want to join us? Email cadre@rotary.org for more information.