Grant Management Training District 5840 Grant Management Training March 3, 2019

Today’s Agenda Club Qualification 2019-2020 DDF Funding Types of Grants Stewardship, Reporting 2 2

Qualification Club Qualification process is simple: Signed Memorandum Of Understanding (signers are not required to attend GMT) At least 2 members attend/complete a Grant Management Training Not Delinquent with Reporting, Payment of Dues or Tax Returns

Terms of Qualification Valid for one Rotary year Involve the active, personal participation of Rotarians Disclose potential conflicts of interest Proper use of grant funds Timely grant reporting

Source of Grant Funding

District Designated Funds 2019 – 2020 Program Year Annual Program Fund 2016-17: $187,171 50% of the funds available for local grants DDF Funds World Funds District Grants Global Grants $ 93,585 $93,585

Types of Grants District Grants Global Grants 2016

District Grants

District Grants Local or international community projects Relate to the mission of TRF Include active participation of Rotarians Project expenses may not be incurred prior to approval Award Criteria will include club’s past contributions to TRF . 9

District Grants Should be innovative, flexible, and simple so they can be completed within the Rotary fiscal year. Receipts required for all expenditures Must avoid legacy projects May apply for scholarship funds 10

District Grants 1:1 Club Contribution Minimum Project Amount - $500 Matching Funds 1:1 Club Contribution Minimum Project Amount - $500 Max. District match - $2,500 11

District Grants Application Timeline July 31, 2019 Last day to submit Applications August 1, 2019 Committee reviews applications, submits Spending Plan to TRF for approval September 1, 2019 Grant approval notification; funds disbursed when Block Grant is received. May 31, 2020 Final Report with Receipts Due or 30 days after project complete . 12

Partial List of 2018-2019 District Grants Awarded Ballinger Adoption Awareness $2,500 Del Rio School Supplies $1,000 San Saba Dictionaries $250 SA Dominion Babysitter Training $750 Kerrville First Responder Training $2,500 SA South Defibrillator $600 .

How to Apply for a District Grant Must apply on-line Use District Website Only individuals completing grant management training can enter grant request No changes after July 31st unless directed 14

Global Grants

Six Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development 21

Global Grant Basics Minimum Project Size $30,000 Minimum Match from TRF $15,000 Maximum Grant from TRF $200,000 Maximum Project Size Unlimited 22

Types of Global Grants Humanitarian Projects Vocational Training Teams (VTT) Global Scholarship Note: A Global Grant can be a combination of any of these types of grants. 23

Fund Large-Scale Activities: Align with one or more Area of Focus Are Host Community driven Exhibit good Stewardship of funds awarded Provide a Long Term Benefit - Sustainable Include active Rotarian participation Are measurable 24 24

Vocational Training Teams Rotarian Team Leader and members with a minimum work experience in Area of Focus Provide professional training May support travel of multiple teams Must align with Area of Focus Duration of trip flexible 25

Global Grant Scholarships Graduate-level coursework 1 to 4 academic years Study in an Area of Focus Further the mission of TRF Applicant must provide proof of admission 26

Global Grant Funding Club contribution $10,000 District contribution $10,000 (Match 1.00 / 1.00) TRF World Fund match $15,000 (Match: Club .50 / 1.00; District 1.00 / 1.00) Total Grant Amount $35,000

Eligibility Guidelines Grant funds must not be used for: New construction of habitation structures Purchase of land or buildings Cooperating organization expenses Personal benefit Duplication of TRF or Rotary program Reimbursement of existing project Excessive support of any one beneficiary See Grant Management Manual for full list

Sustainability The capacity for maintaining outcomes long-term to serve the ongoing needs of a community after grant funds have been expended. Optimal use of local resources. Prepare community for transition. 29

Stewardship The responsible management and oversight of grant funds, including: Rotarian supervision of project Standard business practices Reporting of irregularities to TRF Implementing projects as approved Financial records review Timely submission of reports 30 30

Bank Accounts Separate account(s) must be established for Rotary grants Payment will only be submitted to a bank account specifically for the project Project account name should be easily identifiable by club and project

Reporting Timeline Report online: Progress Reports are due at least every 12 months for the life of the project Final Report is due within two months of the project’s completion Document Retention – 5 years

RESOURCES District 5840 website: A Guide To Global Grants: www.rotary5840.org A Guide To Global Grants: www.my.rotary.org/en/document/guide-global-grants Grants Education www.rotary.org/grants The Rotary Foundation Renee Reiling Grants Officer The Rotary Foundation Phone: 847-866-3314 Email: renee.reiling@rotary.org . 33

Thanks for all You do for Rotary and The Rotary Foundation