Rotary District 6960 Grant Management Seminar Doing Good in the World!

District Rotary Foundation Chair PDG Steve Schlueter Rotary Club of Anna Maria Island

A Quick Review of the New Grant Models Year Three Fund Development Remains The Same – 3 Years, 50% DDF, 50% World Fund More Money For Local Projects – 50% of DDF now available for District Grants Simplified Grant Processing – Online processing Larger Projects – More Impact – $125K Maximum Global Grant Match Increased to $200K – $30K Minimum Project Size ($15K grant) More Club and District Responsibility – Stewardship and Record Keeping

Different Words, Similar Grants District Simplified Grants are now simply called District Grants Matching Grants are now called Global Grants

Confusing? District Grants are used for your community based projects (min budget $1K) Global Grants are funds those used for your international projects (min budget $30K)

Club Qualification Attend the District Grant Management Seminar Agree to the Club Memorandum of Understanding and submit a signed MOU to the District. Prior Year’s Grants Completed or Current Club is in Good Standing with RI and the District, RI Club Invoice paid and District dues current. Club/Membership Actively Contributes to the Annual Programs Fund of The Rotary Foundation at a minimum of $ per capita. President Elect or Club Representative attended current year’s PETS – or was excused by and received training approved by the Governor.

rotaryfoundation6960.org Club Memorandum of Understanding – If a Club wishes to participate in Global Grants, it must agree to implement the financial and stewardship requirements in this MOU. – If a club wishes to participate in District Grants, it must agree to implement the financial record keeping and retention of required documents. (application and final report w/receipts) – Setting up these procedures now, even if a Global Grant is not foreseen, will expedite future grant participation. It’s just a good idea.

8 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

Sustainability! Will the project continue to serve community long after Rotary has walked away?

New for % Service Fee on Global Grant Cash Beginning July 1 st, 2015, cash contributed to a Global Grant through TRF will be subject to a 5% administration fee. – Under the current system, the cash contributed in support of a grant by Rotarians, clubs, and districts requires administration, but these funds do not go through the three year investment cycle to help generate income. The additional 5% cash contributions for global grants will help pay the costs of processing these funds. – It will be on the grant application. – See the full FAQ report posted on our foundation website.

District Grants Chair Richard Kirschner Rotary Club of Naples

District Grants Clubs Must Apply by May 15, – Club applications drive the District Spending Plan Clubs May Apply For Up To $5, in DDF Match, but requests cannot exceed 50% of the per project budget. Dictionary Project as currently accepted does not apply against the club limit. $ minimum grant request. Total District Grants funding cannot exceed 50% of the club’s (club members) giving to the APF 2014/15.

Approval of District Grants District Grants (SHARE) Committee – District TRF Chair – District Grants Chair (non-voting) – Governor Corps (DG, DGE, DGN) – Representatives from the top two giving clubs, and the top three per capita giving clubs, to the Annual Programs Fund. Total 10 members, 9 voting

Approval of District Grants Priority One Dictionary Projects, as currently accepted, will be approved prior to any other application provided the application is received by May 15, 2015, provided the club has current MOU on file with the District. Priority Two Eligible project requests jointly made by multiple clubs. Maximum of $2,500 per participating club, or the lesser of club maximum, if applicable. Priority Three Eligible non-literacy projects up to the remaining amount of club cap. Priority Four All other eligible project requests as determined by the SHARE committee.

Criteria That May Be Used Has the Club met the qualification criteria? If applications exceed available funds: – Does the project fit into one of the six areas of focus? – Is the project sustainable?

rotaryfoundation6960.org COMPLETE RULES AND PROCEDURES FOR DISTRICT GRANTS AND CLUB QUALIFICATION Online application for a District Grant Final Report

G LOBAL G RANTS C HAIR S ANDRA H EMSTEAD R OTARY C LUB OF B ONITA S PRINGS Phone

Global Grants Vice Chair Jeff Fusco Rotary Club of Fort Myers South Phone

Global Grants can be applied for on an ongoing basis. In order to qualify for a Global Grant, a project must have a minimum budget of $30, The District will match club donation to TRF Annual Programs Fund dollar for dollar, up to $15, while funds last. G LOBAL G RANTS

Funding the minimum project of $30K Club(s) contribute $15K to TRF Annual Programs Fund District contributes $15,000 / TRF matches $15,000 = $ 30 K Total Budget of $30K reached G RANT F UNDING E XAMPLE

Online Application for Global Grant Online Progress Reports for Global Grant Online Final Report for Global Grant rotary.org/my rotary

G ETTING A PPROVAL FOR DDF Complete the online application Save the DRAFT grant and to the Global Grants Chair, Sandy Hemstead. Sandy will review the application to confirm its eligibility and offer suggestions for improvement. She will also confirm that DDF is available for this project. After receiving confirmation of DDF from Sandy, the application can be completed and appropriately submitted

W HAT Y OU N EED TO K NOW A BOUT T HE G LOBAL G RANT A PPLICATION Who can edit a draft grant application? – Primary Contacts – Secondary Contacts – District Rotary Foundation Chairs – District Grants Sub Chairs – District Scholarships Sub Chairs – District Governors – Stewardship Chairs Only one person can be logged in at any given time. Others will be in view only mode until the updated draft is saved.

W HAT Y OU N EED TO K NOW A BOUT T HE G LOBAL G RANT A PPLICATION ( CONT ) Under the Authorization Tab there is a check box to signify the grant application is complete. Do not check that until you are sure because the application cannot be edited after. Checking that box automatically notifies the District that there is a grant application waiting to be authorized.

Summary District Grant Tools are available at: A link has been added to our main website to access this area. Global Grant Tools are available at: My Rotary, Rotary Foundation Grants. Goal setting and club management tools are available at: My Rotary, Rotary Club Central.

Grants and The Governor’s Award File a Club MOU with the District – 50 points Foundation Chair attends District Foundation Seminar on June 20 th – 250 points Timely apply for a District Grant – 125 points (additional points for specific community projects) Timely provide the District with a Final Report on all District Grants – 125 points Participate in a Joint Global Grant – 500 points Take “Lead” on a Global Grant – 1000 points Timely file all required reports on existing Global Grants – 125 points