GRANTS MANAGEMENT TRAINING Sharron Miles April 16, 2016

TITLE | TRF Committee for D-5790

TITLE | 3 GRANT MANAGEMENT Ensures that projects: have proper financial control adhere to technical standards meet the needs of the beneficiaries fulfill their objectives safeguard funds

TITLE | 4 Club Memorandum of Understanding (MOU) MOU Compliance Implementation Plan 1.Club Qualification 2.Club Officer Responsibilities 3.Financial Management Plan 4.Bank Account Requirements 5.Report on Use of Grant Funds 6.Document Retention 7.Report Misuse of Grant Funds 1.ds

TITLE | 5 Successful Grant Projects Meet community needs Include frequent partner communication Have implementation plan Are sustainable Maintain proper stewardship of funds

TITLE | 6 Stewardship Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision Financial records review Oversight of funds Reporting irregularities Timely submission of reports

TITLE | 7 Qualification Requirements District Grant * MOU signed by Pres and PE for year All dues and 990 IRS filing are current Club represented at District Grant Training session ** Global Grant * MOU signed by Pres and PE for year Club represented at Grant Management Seminar ** * 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.

TITLE | 8 Terms of Qualification Valid for one year Club responsibility for grant funds Disclose conflicts of interest Cooperate with all audits Use grant funds properly Implement the club MOU

TITLE | 9 Financial Management Plan Bank account for funds Distributing funds Use checks/bank cards to track funds Detailed ledger Include local laws

TITLE | 10 Document Retention Post at Matchinggrants.org for D5790 Provide access Retain for a minimum of five years Make copies

TITLE | 11 Resources Document retention worksheet ntion_worksheet_en.pdf Financial management plan worksheet t_plan_club_worksheet_en.pdf t_plan_club_worksheet_en.pdf Transferring custody of a bank account More on

TITLE | 12 Questions Q & A

TITLE | 13 Thank You