ROTARY FOUNDATION – DISTRICT 9650 Session 1 Global Grants

Your Rotary Foundation Your club has admin account and project account. So does Rotary International RI admin account funded by your subs. Global project account - the Rotary Foundation – funded by your donations.

Tapping into Foundation Funds Fund raising club or service club? 2. You serve your local community. 3. Look for international opportunities. 4. Or local opportunities within areas of focus e.g. our indigenous communities. 5. Changing perceptions of our Foundation.

District Designated Funds Historically all grants made in Evanston. Now 50% of the money raised in 2015/16 in our District(US$130,000) will be available in 2018/19 to our District. Those funds are under our control – known as District Designated Funds. The remaining 50% - we can still access – through Global Grants of $1 for each $2 raised by a club. But not limited to 50%.

Global Grants Half of DDF– 25% of what raised in 2015/16 (US$32,500) – available in 2018/19 as Global Grants. Plus money unspent at 30/6/18 carried over. Global Grants – minimum US$30,000. Matched $1 for $1 by Foundation – donation of $10,000 from DDF matched by $10,000 from Foundation. Additional amounts raised by clubs and members – matched by Foundation $1 for $2 raised.

A FEW RULES Annual District Certification. Training & Accounting. Annual Club Certification. Training & Accounting. Global Grants 6 Areas of Focus. Local Community Assessment. Sustainability.

Peace & Conflict Resolution Disease Prevention & Treatment Water & Sanitation Maternal & Child health Basic Education & Literacy Economic & Community Development

Global Grants Update Projects >US$30,000 Tamworth Coffs Harbour Armidale AM

Global Grants Update Projects >US$30,000 Taree on Manning Nambucca Heads Port Macquarie Sunrise Biogas digester

Global Grants Update Projects >US$30,000 ROMAC - Rotary Oceania Medical Aid for Children RAM - Rotarians Against Malaria in Timor Leste

D9650 Centenary Global Grant Project AU$27,000 - AU$120,000 PROGRESS TO DATE: 40 UNITS INSTALLED BY END OF DECEMBER AIM TO BE FINISHED BY END OF APRIL Clean drinking water in 80 schools in D3090 in India

Using the Foundation’s ‘Multiplier Effect’ Maximising the Impact Using the Foundation’s ‘Multiplier Effect’ WORLD FUND Taree North - $2,500 Our District DDF - $4,500 3 other clubs + 3 other Districts Budget - $47,000 Agra Rotary School, Shamshabad, India - solar lighting, toilet blocks, “water stations”, a small bus for girls.

Maximising the Impact Agra Rotary School, Shamshabad, India

District Project 2018/19 – Hospital in Nepal Dr Ray Hodgson – Port Macquarie. DGE Lorraine Coffey’s proposal. Foundation funds for equipment - $200,000. Hospital $500,000 - RAWCS project. Great example of Foundation and RAWCS together. Possible support – World’s Biggest Dinner Party.

10 Ways to Improve Your Global Grant Application This presentation will provide an overview of global grants and present 10 ways to improve your global grant application.

GLOBAL GRANT APPLICATION Applications submitted through the Grant Center on My Rotary Scholarship applications are due 30 June Submit applications at least 90 days before travel Global grant applications are submitted through the Grant Center on My Rotary. Applications are accepted on a rolling basis throughout the year. There are no application due dates, with one exception. Scholarship applications for study beginning in August, September, or October are due by 30 June. If your application includes travel, please submit it least 90 days before the travel is set to begin. The following slides will discuss 10 ways to improve your global grant application.

Assess your community’s strengths, weaknesses, needs, and assets 1. COMMUNITY ASSESSMENT Assess your community’s strengths, weaknesses, needs, and assets Identify relevant opportunities for projects Maximize your club’s ability to make a difference. Include results in your global grant application The first, and most important, step is to conduct a thorough community assessment. A community assessment explores your community’s strengths, weaknesses, needs, and assets and is essential for planning an effective project. By taking time to learn about your community, you can discover the most relevant opportunities for projects and maximize your club’s ability to make a meaningful impact. Having casual conversations with just one or two people isn’t an effective way of finding out what a community needs. Assessments should be systematic, involve a wide variety of community stakeholders and beneficiaries, and engage them in a meaningful way. More information about community assessments can be found in the Community Assessment Tools guide on My Rotary. Your district leaders are available to help you with conducting your assessment. Any club or district that applies for a global grant to support a humanitarian project or a vocational training team must conduct a community assessment first and include the results in the grant application.

A Guide to Global Grants Grant terms and conditions 2. MY ROTARY RESOURCES A Guide to Global Grants Grant terms and conditions Area of focus policy statements How to Use the Grant Center Once you’ve conducted your community assessment, the next step is to become familiar with the global grant resource materials that are available. The best place to start is by reading A Guide to Global Grants. This helpful manual includes everything you need to know to get started with global grants. You should also become familiar with the grant terms and conditions and the area of focus policy statements. Pay special attention to the sections on eligibility, which clarify what can and cannot be included in your project. These documents and many more are available on My Rotary.

Identify whether the proposed project aligns with an area of focus Ensure that all project activities relate to the area of focus goals Based on the results of your community assessment, step 3 is to identify whether the proposed project aligns with an area of focus. Ideally, select just one area of focus. It’s important to note that global grant projects must align not only with the overall area of focus, but also with one or more of the specific goals within the area of focus. The specific goals are listed in the area of focus policy statements. All project activities should relate directly to these goals.

4. REGIONAL GRANTS OFFICERS Contact your regional grants officer to ensure project eligibility Request a preliminary application review After you’ve identified your area of focus and have a basic idea of the project that you’d like to fund, it’s a good idea to contact your regional grants officer at The Rotary Foundation to make sure that the project meets global grant eligibility guidelines. If your plans are a bit more formulated, you may request a preliminary review of your grant application from your regional grants officer. He or she will review the draft application and let you know if you need to address any issues before you formally submit your application in the Grant Center.

5. PROJECT IMPLEMENTATION PLAN Include all project activities in your plan Involve beneficiaries in your project’s design As part of the online grant application, you will provide an implementation plan for the project. Make sure to include all project activities in this plan. This comprehensive plan should include details about who will do what and when. It’s important to involve the project beneficiaries as you design the project.

Provide a list of tasks for host and international Rotarians 6. ROTARIAN INVOLVEMENT Provide a list of tasks for host and international Rotarians Include names and specific responsibilities In the application, we’ll ask you to provide information about how the project will involve sponsoring clubs. Be sure to provide a detailed list of the specific tasks that both the host and international Rotarians will carry out during the project. Include names and specific responsibilities, including handling of funds and club board supervision.

Provide detailed budget Include vendor information Explain how vendors were selected As part of your application, you will provide a detailed budget with information on vendors and how you selected them. Ideally, include no more than a dozen budget items. You can provide further details and pro forma invoices in attachments if necessary. The image on the screen shows what it looks like when you enter the budget information in the online application.

Clearly explain specific sustainability plans Pay special attention to: Training Measurement Financial sustainability One of the key features of global grants is that the project activities they fund are intended to be sustainable after Rotary grant funding ends. It is important to clearly explain how the local community will be able to support and continue the project afterward. As part of the sustainability plans, be sure to include detailed information for each training opportunity presented in the application. See the training plan template for more information. Also include detailed information about how you plan to measure and evaluate the success of the project. And, make sure that you explain how the project will be financially sustainable. The graphic on the screen, which also appears in A Guide to Global Grants, provides helpful guidance about how to make your project more sustainable.

9. COOPERATING ORGANIZATION MOU Include a memorandum of understanding for each cooperating organization Clearly identify the responsibilities of the cooperating organization and the sponsoring clubs. Many clubs have found it helpful to work with cooperating organizations as they carry out global grant projects. A cooperating organization is any reputable non-Rotary organization or academic institution that provides expertise, infrastructure, advocacy, training, education, or other support for the grant. If you will work with a cooperating organization, you’ll complete a memorandum of understanding for that organization. The MOU will be included with the grant application. If you’ll work with more than one organization, include an MOU for each group. Be sure the MOU clearly explains all responsibilities of the cooperating organization and the sponsoring clubs.

Complete the entire application Provide detail Avoid answering “N/A” 10. COMPLETE APPLICATION Complete the entire application Provide detail Avoid answering “N/A” One of the most important things you can do to improve your global grant application is to complete the entire application. All questions are required, unless noted. Make sure that questions are answered completely with as much detail as possible. If you leave something blank or unclear, it slows down your application since the grant officer will need to write back for clarification. Whenever possible, avoid answering a question with “not applicable.”

grants@rotary.org QUESTIONS? As mentioned throughout this presentation, we have a wealth of resources available to help you improve your global grant application. All of our resources are found on My Rotary. We encourage you to start with reading A Guide to Global Grants and move on from there. We also have a document that explains each step of using the Grant Center. And Rotary grants staff are always available to assist you.

Vocational Training Teams Traveling groups of professionals: Learn about their vocation Teach professionals about a particular field Strengthen knowledge and skills Vocational Training Teams Vocational training teams are groups of professionals who travel, either to learn more about their vocation or to teach local professionals about a particular field. These teams can expand the knowledge and skills of individuals and communities. The vocational training team concept was inspired by the successes of past grant programs, including Group Study Exchange and Volunteer Service Grants. Rotary clubs and districts can support vocational training teams through district grants or global grants.

GLOBAL GRANT: SCHOLARSHIP Rotary clubs in Germany and England worked together to provide a global grant scholarship to Dr. Sven Jungmann, who received a Master of Public Policy at Oxford University in England.

STEWARDSHIP AND QUALIFICATION

STEWARDSHIP Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit the populations in need. Proper stewardship is the responsibility of each Rotarian. Implementing good stewardship practices ensures that grants are well managed and that grant funds are used according to Foundation guidelines and benefit the populations in need. Careful grant management sustains donor confidence in the Foundation and can increase donations.

Implement projects as approved STEWARDSHIP PRACTICES Supervise projects Implement projects as approved Report irregularities Submit reports Retain documents Stewardship includes: Project supervision by Rotarians who are actively involved in the project, and who ensure that participants follow grant terms and conditions Implementing projects as approved by the Foundation, or having the Foundation approve any changes Reporting irregularities to the district so that stewardship issues can be properly investigated and resolved Submitting timely, complete, and accurate reports to the Foundation to verify how funds were spent Retaining appropriate documents

STEWARDSHIP ACTIVITIES The Foundation manages grant funds through: Report tracking Routine monitoring Investigating allegations Stewardship seminars Qualification

DISTRICT QUALIFICATION Complete the qualification process online annually Agree to implement the memorandum of understanding (MOU) Conduct grant management seminars for clubs Districts must qualify to receive grant funding from The Rotary Foundation. Online qualification helps ensure that your district understands your financial responsibilities, including stewardship, and is prepared to handle them. Qualification must be completed each year.

Agree to implement the club memorandum of understanding (MOU) CLUB QUALIFICATION Agree to implement the club memorandum of understanding (MOU) Attend a grant management seminar Complete any other district requirements Clubs that want to apply for global grants must also be qualified. Districts are responsible for qualifying their clubs each year. For your club to qualify, your president and president-elect need to: Agree to implement the club qualification memorandum of understanding (MOU) Send at least one club member to a grant management seminar held by your district Complete any additional steps that your district requires Your club must qualify each year if you plan to apply for global grants.

TAKE ACTION Talk with your district Rotary Foundation committee chair about a future project. Read the Guide to Global Grants Review the Community Assessment Tools Work with your District International Service Chair or your district Rotary Foundation committee chair to improve the quality, impact, and sustainability of your global grant projects. Go to Rotary Showcase and Rotary Ideas for project and partnership help. Review action items and ask participants for other ideas.

Questions & Comments Does anyone have any questions or comments?