1 District 7750 Grants Management Training November 7, 2014

2 TRF Mission and Motto Doing Good in the World … to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed April 2007 Foundation Training Nov 2014Slide 2

3 Areas of Focus Goodwill and Peace 1. Peace & Conflict Resolution/Prevention Health 2. Disease Prevention & Treatment 3. Water & Sanitation 4. Maternal & Child Health Education 5. Basic Education & Literacy Alleviation of Poverty 6. Economic & Community Development Foundation Training Nov 2014Slide 3

4 Foundation Training Nov 2014Slide 4 District Grants Global Grants Packaged Grants - ended October 2014 Grant Types

5 Foundation Training Nov 2014Slide 5 Rotary Foundation District Grants Simple, flexible, innovative Educational and humanitarian projects and activities consistent with mission Smaller activities and projects Local decision making with broader guidelines Basically what was formerly known as a District Simplified Grant Submitted electronically via application on District website

6 Foundation Training Nov 2014Slide 6 Examples of Activity District Grants — Mission-related Exchange of mixed profession vocational training teams with another district (traditional GSE) International travel for local doctor to volunteer at a clinic Scholarship for student to attend local or international university (traditional scholar) Donating art supplies to assist youth after-school program Send ShelterBox containers in response to natural disaster in another district

7 Foundation Training Nov 2014Slide 7 Rotary Foundation Global Grants Long-term projects Align with one or more Areas of focus Active Rotarian participation $30,000 minimum budget Sustainable and measureable outcomes International partnerships required for club- and district-developed grants Adhere to Terms & Conditions of Grants Submitted electronically via RI website

8 Foundation Training Nov 2014Slide 8 Rotary Foundation Global Grants Areas of Focus-related International safe drinking water, sanitation, and hygiene education project Send scholar abroad to enroll in water engineering degree program International malaria project to distribute bed nets and malaria treatments and provide malaria prevention educ. Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy

9 Foundation Training Nov 2014Slide 9 Foundation Funding

10 Foundation Training Nov 2014Slide 10 ANNUAL PROGRAMS FUND SHARE District Grants 50% (max) District Designated Fund 50% World Fund 50% (min) Global Grants (World Fund match to DDF and cash) Funding Model Other (Cash, DAF, Permanent Fund) District Controlled Trustees Controlled

11 Foundation Training Nov 2014Slide 11 New SHARE System (effective 1 July 2015)

12 How are we using our District Designated Funds? Global Grants already funded with DDF GG Olanchito, Honduras water project $ 17, GG Santa Cruz, Virginia, Honduras water project $ 25, GG Zanmi Agrikol Family Assistance Program in Haiti $ 31, GG Usulutan, El Salvador water project $ 15, GG Honduras water project (Primary-Jacksonville, FL) $ 17, Uncommitteed DDF for $ 200, District Grant $ 76, PolioPlus contribution Suggested donation of 20% DDF $ 30, New Global Grant projects needing funding Sigourney Woodfork Scholarship $ 15, Area 8 Guatemala Fuel Efficient Stove project $ 15, Mirebalais High School Sanitation in Haiti $ 23, Honduras water project (s) (Copan/Marcala) $ 30, DDF Balance (carry over to year) $ 9, Foundation Training Nov 2014Slide 12

13 Global Grant Zanmi Agrikol Family Assistance Program Sponsored by the Rotary Club of Greenville Foundation Training Nov 2014Slide 13

14 Global Grant Santa Cruz Virginia, Honduras Water Project Sponsored by the Rotary Club of Fort Mill Foundation Training Nov 2014Slide 14

15 District Grants Club Project AndersonEAFK Aiken Stoves/Guatemala Aiken SunriseDictionaries Batesburg-LeesvilleDictionaries Clemson Stop Hunger Now Easley Fam. Prom. Playground Emerald CityGrace Park/Playground Fair Play Community Kitchen Fort Mill Conflict Resolution Foundation Training Nov 2014Slide 15

16 Club Project Gaffney Stop Hunger Now Greater AndersonSummer Camp Greater GreerScholarship Program Greater GreerJosh the Otter Greater GreerCIS After School GreenvilleEAFK Greenville EastFrazees Dream Greenville EveningEAFK GreenwoodStop Hunger Now Lake WylieScience Garden Foundation Training Nov 2014Slide 16 District Grants (continued)

17 Club Project Laurens Snack Pack Program Mauldin Fr. College Scholarship NewberryCounty Library North AugustaPacay School North GreenvilleGreen Life Village Pickens County Book Flood Rock Hill Little Free Library Rotary 7750GSE Philippines Seneca Scholar recognition Spartan WestNurse Partnership Twin City Guatemala HDCP School Union E Books Foundation Training Nov 2014Slide 17 District Grants (continued)

18 Foundation Training Nov 2014Slide 18 Qualification Clubs and districts must be qualified to receive Rotary Foundation funds Ensures proper legal, financial, and stewardship controls of grants Qualification process is simple Goal for every club in the district is to become qualified

19 Foundation Training Nov 2014Slide 19 Qualification Requirements Attendance at grant management seminars Agreement with club MOU Submission of signed club MOU No overdue reports from previous projects

20 Terms of Qualification Qualification valid for one Rotary Year Club as an entity is responsible for use of funds Disclose potential conflicts of interest Cooperate with all audits Proper use of grant funds Foundation Training Nov 2014Slide 20

21 Maintaining Qualification Follow terms of club MOU Fully implement stewardship and grant management practices to prevent misuse of funds Appoint a club member or committee to manage club qualification Foundation Training Nov 2014Slide 21

22 Foundation Training Nov 2014Slide 22 District Grant Eligibility Requirements Club must: – Be qualified – Meet submission date deadline of April 30, 2015 – Match dollar for dollar grant money – Meet minimum per capita giving levels to the Foundation

23 Foundation Training Nov 2014Slide 23 District Grant Eligibility Giving Levels Giving LevelGrant Eligibility $25 - $49$1,000 $50 - $99$2,500 $100 or higher$5,000 Top 5 giving clubsUp to $5,000 more

24 Foundation Training Nov 2014Slide Rotary Year Schedule November 7, 2014 – Grant Management Training January 31, 2015 – Grant Management Training February 1, 2015 – District releases advertisement for District Grant applications April 30, 2015 – Deadline for District Grant applications from Clubs to District June 1, 2015 – Grant awards published by District August 1, 2015 – Targeted distribution of District Awards March 31, 2016 – Deadline for completion of District Grants and filing of final reports

25 Grant Management

26 Grants Management Administered with proper financial controls Adhere to superior technical standards Guided by humanitarian and educational principles Meet the needs of the beneficiaries Fulfill their objectives Safeguard donors’ funds Foundation Training Nov 2014Slide 26

27 Stewardship Responsible management and oversight of grant funds, including: –Rotarian supervision of project –Following standard business practices –Reporting of irregularities to TRF –Implementing projects as approved –Financial records review –Timely submission of reports Foundation Training Nov 2014Slide 27

28 Successful Grant Projects Meet real community needs Have frequent partner communication Have implementation plan with measurable goals and outcomes Are sustainable projects that continue after grant funds have been expended Practice proper stewardship of grant funds Foundation Training Nov 2014Slide 28

29 Who’s Who Host club:club in country where project will take place International partner club:club outside country where project will take place Foundation Training Nov 2014Slide 29

30 Needs Assessment – Host Club Talk with members of the community Trust local knowledge Assess your club’s resources (time, money, manpower) Use available community resources Think long-term Select project based on community’s needs Foundation Training Nov 2014Slide 30

31 International Partner Club Good communication is key! Search for partners who have identified a need and invested in the project Establish good relationship with host club prior to starting project Identify and resolve communication issues Maintain frequent contact with host club Frequent contact with other partner clubs Keep Grants Chair and/or DRFC updated Foundation Training Nov 2014Slide 31

32 Project Planning Form a three-person grant committee Assign roles & responsibilities Set S.M.A.R.T goals –Specific, Measurable, Attainable, Relevant, Timely Create a budget Create an implementation plan Have a contingency plan –Murphy’s Law is alive and well Foundation Training Nov 2014Slide 32

33 Applying for a Global Grant Complete qualification requirements Review “First Steps” document RI website Create and submit grant application through Member Access Minimum project budget of US$30,000 District must confirm club is qualified Foundation Training Nov 2014Slide 33

34 Applying for a Global Grant Project proposal must be submitted to District Grants Chair and/or DRFC first District confirms club is qualified Must include amount of DDF requested When approved by DGSC and/or DRFC, submit online application to TRF Foundation Training Nov 2014Slide 34

35 Successful Project Implementation Communication Financial management Record keeping Following original plan Foundation Training Nov 2014Slide 35

36 Foundation Training Nov 2014Slide 36 Leveraging Clubs are encouraged to work together in securing grant funding in order to: implement larger grant projects fund the minimum amount ensure long-term and sustainable impact

37 Foundation Training Nov 2014Slide 37 Club(s) RI Foundation District 7750 Notification to district that this contribution is in honor of a specific global grant project, such as Haiti, Honduras, or El Salvador projects District allocates funds from 2015 DDF and applies towards the specific club grant Foundation matches DDF 1:1 In 2018 TRF returns 50% of the 2015 district contributions to APF-SHARE Advantages: Clubs are recognized as partners Clubs have no specific administrative responsibilities Clubs gain firsthand insights and experience of the global grant process Partnering

38 Foundation Training Nov 2014Slide 38 Disrict Foundation Organization

39 Foundation Training Nov 2014Slide 39 WHAT ARE YOUR QUESTIONS?