Grant Management Seminar 1 DISTRICT GRANTS Applying for and Implementing a District Grant

Grant Management Seminar Learning Objective Write a successful grant application Learn how to submit the application online 2

Grant Management Seminar 3 Administered by the District Short term service projects Address immediate needs at home or abroad Characteristics

Grant Management Seminar Types of Activities Service Projects Scholarships Vocational Training 4

Grant Management SeminarCriteria 1.Clubs must be qualified Dues and Tax are Current Grant Mgmt Seminar - attendance Memo of Understanding – Signed 2.Strongly recommend that the club have a Foundation Chairman 3.Does not have to support the 6 “areas of focus” 5

Grant Management Seminar Types of District Grants Matching Grants up to $1500 Approximately 30 will be awarded Matching Grants up to $2500 Approximately 6 of will be awarded 6

Grant Management Seminar Application Same application for both grants Online Only  Applications accepted until August 1  Second round of awards If funds are available October 1 7

Grant Management Seminar 8 Qualification

9 Understand qualification requirements Manage your club’s qualification Learning Objectives

Grant Management Seminar 10 Qualification Requirements District Grant * MOU signed by Pres and PE for year Club represented at District Grant Training session** * Preference for matching funds is given to clubs that contribute regularly to The Rotary Foundation and are in good standing with finances and reporting. ** Available at PETS and District Assembly.

Grant Management Seminar 11 Maintaining Qualification Follow terms of club MOU Appoint club member/committee to manage club qualification Fully implement stewardship practices to prevent misuse of funds

Grant Management Seminar 12 Learning Objectives Understand qualification requirements Manage club qualification

Grant Management Seminar 13

Grant Management Seminar Payment of Funds Clubs must request funds when they are ready to do the project Payments will be made from August 1, 2014 to April,

Grant Management Seminar Reporting Online only Clubs submit final report 30 days after the completion of the project. Report needs to include: Completed report form All receipts for the total project Pictures of the project 15

Grant Management Seminar 16 Required items to be include with Club District Grant Final report Step 1: Organize materials before submission Step 2: Submit final report with items listed below to District Grants Chair Step 3: Keep copy for club documentation Step 4: Submit District Grant Summary Report with accompanying information listed below) and Individual Project Reports District Grant Report Instructions Rotary District 5790 For the Rotary year

Grant Management Seminar 17 Club Checklist:: ____ A completed final report with all necessary signatures and form dated. ____A detailed listing of all monies spent – with copies of cancelled checks included with Final Report – The Rotary club shall demonstrate that the club is the payer on all checks written ____A copy of all invoices with appropriate dates. ____A copy of cancelled checks and bank statement showing payment when a separate bank account has been established. ____In the instance of checks being written to other non-profit organizations, a letter from that organization stating the amount, date of gift, and purpose for which the funds will be used. ____Scholarship monies cannot be written to individual students. The monies must be issued to the college or institution of higher education. Documentation showing that the student is enrolled is required. ____ No monies are to benefit any Rotary club or Rotarian ____The club shall have a procedure for retaining documentation of all grant information using the individual club account on

Grant Management Seminar 18 Thank you