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The Rotary Foundation

Cadre of Technical Advisers


13 June 2017
Philip J. Silvers
RC Valle Verde-Green Valley, AZ – D-5500
RI Director 2008-10
hair, TRF Cadre of Technical Advisers 2014-18
Externalities
(The ‘Sizzle’)

Process
Results
Challenges (‘Doing Good’) Travel
Humanitarian
Training Supplies
Core Effects:
Sustainable
Change/
Lasting
Cultural
Results Friendships
Experiences

Equipment

Adventure Rotary
“Credits”
Quality Assurance in Rotary Foundation Programs

Grant Application/ Stewardship Programmatic


Screening Process Quality

Cadre Tools—
• AoF Expertise Community Assessment
• Project Design Skills Sustainability
M&E
• Program Evaluation
• Technical Assistance/Coaching
• Technical and Onsite Reviews
• Financial Audit
My Background

• 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
Meredith Burlew
Stewardship 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 Advising
Moses 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

Ongoing service provision

Planning Phase
Evaluation Project
Approved
Project Design
Operations, Cycle Phase
and Mentoring
Phase

Implementation
Phase
Commissioning
My Global Grant Advising Experiences – Processes

Infrastructure life cycle


Decommissioning
Decommissioning
On-going life of the water and sanitation services

Project
cycle Extension and
Rehabilitation
upgrading

Commissioning
Planned life span of the infrastructure
My Global Grant Advising Experiences - Systems

Inputs Systems Output Systems


 Baseline/Needs assessment  Final reports
 MOU’s /Stakeholder  Project Audits
engagement  Impact Evaluation
 Procurement
Implementation
 Inventory & Logistics
 Financial systems
 Capacity building system
 Monitoring/progress report
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 Visits
PDG 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
RIPSR FOR RID 58 (3100)
Financial Auditing
PDG Sanjay Khanna
Rotary Club of Delhi South East
District 3011, India
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 in


being a Rotarian……....
Questions?

cadre@rotary.org
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ENGLISH (EN)

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.

_____________________________________________________________________________________

CADRE: WHO WE ARE (October 2015) 1


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.

CADRE: WHO WE ARE (October 2015) 2