Foundation Qualification Training – District 7080 November 28 th, 2015

Foundation Qualification Training - Grants November 28 th, 2015

Doing Good in the World Video

Rotary Foundation’s Mission To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

ANNUAL FUND – SHARE 3-Year Cycle Funds are available to districts in the 3 rd year – through SHARE

SHARE SYSTEM EFFECTIVE 1 JULY 2015 $500 Earmarked $1,000 contribution District Dedicated Funds (DDF) 100% returned World Fund Up to $250 for District Grants 1:1 match of World Fund to DDF for Global Grants DDF and World Fund can also support PolioPlus or Rotary Peace Centres

DISTRICT GRANTS Funding our projects

Types of Grants (2015) District Grants Short-term projects/activities Local or International $2,000 - $5,000 USD match Funded by Clubs and District Administered by District Global Grants Large scale, longer-term projects/activities International $30,000 USD minimum budget Funded by Clubs, District and TRF Administered by TRF

District Grants  Grant awarded annually – maximum $5,000 USD/per club/year  Projects that are less than $15,000  Aligned with the Foundation’s mission  New project, one-off  Submitted by February 29 th, 2016  If oversubscribed for available funds – District policy for Selection Process comes into play District Grants Short-term projects/activities Local or International $2,000 - $5,000 USD match Funded by Clubs and District Administered by District

District Grant Activities…  Aligned with the Foundation’s mission  Include active Rotarian participation  Adhere to stewardship guidelines  Demonstrate cultural sensitivity

District Grants District Grant - $2,000 - $5,000 Your Club invests= $ 2,000$ 5,000 District matches 100% = $ 2,000$ 5,000 TOTAL $ 4,000$10,000 Note: Clubs will receive the District portion of the funding after the final project report has been submitted and approved.

District Grant Application Flowchart Club idea for project next Rotary year Secure partners, prepare budget/ plan (Jul-Feb this year) Complete on-line application on ClubRunner (Before Feb 29 th )

The District Grant application is on the District Website clubrunner.ca/7080

Log in to District Website - Click on “Member Area”.

This will bring you to the “Admin” tab.

Click on “Grants” tab.

Then click on “Submit a Grant Request”.

Complete application.

Live Demo

 ALL tabs must be filled in  Scroll down and fill in ALL sections  If it doesn’t apply, insert “NONE”  $ figures must balance

District Grant Application Flowchart Club idea for project next Rotary year Secure partners, prepare budget/ plan (Jul-Feb this year) Complete on-line application on ClubRunner (Before Feb 29 th ) District Grant Committee Review (March – April?) District approves in principle, adds to Spend Plan (May?) Once ALL reports received, sends Spend Plan to TRF (Prior to June 30 th ) TRF approves “Spend Plan” and sends the funds to District Club implements project and report by end June District will distribute funds to clubs when project is COMPLETED and report is ACCEPTED Penalty !!! Do not start project Now you can start project

Grant Status Clubs can start as soon as District gives the final “go-ahead”. When completed and FINAL report submitted and accepted, District will disburse funds. Approved Grants Clubs will be asked to make necessary revisions to the project and resubmit for acceptance. Grants Requiring Revision Clubs may review the application and reasons for rejection. A new project may be submitted. Rejected Grants

Additional Requirements  Annual Qualification – Signed Memorandum of Understanding(MOU)  Good standing with the Rotary Foundation  Bank account for each project  Active participation of Rotarians

Questions?

GLOBAL GRANTS Funding our projects

Types of Grants (2015) District Grants Short-term projects/activities Local or International $2,000 - $5,000 USD match Funded by Clubs and District Administered by District Global Grants Large scale, longer-term projects/activities International $30,000 USD minimum budget Funded by Clubs, District and TRF Administered by TRF

Global Grants…  Aligned with one or more areas of the 6 areas of focus  Are sustainable  Are measurable  Are host community-driven  Actively involve Rotarians/community members  Strengthen local knowledge/skill development Global Grants Large scale projects/activities International $30,000 minimum budget Funded by Clubs, District and TRF Administered by TRF

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 Six Areas of Focus

Sponsor Requirements Primary Host Sponsor Club/District Primary International Sponsor Club/District

Global grants can be used to fund:  Humanitarian Projects – that support one or more areas of focus  Vocational Training Teams – teams travelling abroad to learn more about their profession or teach local professionals  Scholarships – for graduate-level academic studies in areas of focus

Global Grants 4 clubs invest $2,500 each = $ 10,000 (USD) District (DDF) matches 100% = $ 10,000 Subtotal $ 20,000 TRF matches 50% of cash = $ 5,000 (of Clubs’ $10,000 USD) TRF matches 100% of DDF = $10,000 (of District’s $10,000 USD) TOTAL $35,000 Note: Foundation’s World Fund provides a minimum of $15,000 and maximum of $200,000 5% additional Global Grant Admin fee (July 1 st, 2015) District Dedicated Funds (DDF)The Rotary Foundation (TRF)

Model Preschool and Teacher Training Centre, Knysna, S.A. Contacted Host Clubs Showcased project Final funding commitment received Submitted Global Grant Application July 8 August 20October 28November 11

Additional Requirements  Annual Qualification – Signed Memorandum of Understanding(MOU)  Good standing with the Rotary Foundation  Host and International Grants Committees  Bank account for each project  100% administered by Rotarians, not Cooperating Organization  Can work with a third party Cooperating Organization  No secondary grants permitted to other organizations  Active participation of Rotarians

Briefly discuss:  What are the first things to think about when choosing a project?

 Project Eligibility  Sustainability  Qualification – Host Club/District  Host Driven  Project Cost  Community Needs Assessment

Sign in to “My Rotary”.

Place cursor over “The Rotary Foundation” to obtain drop- down screen.

On dropdown screen, click “Grant Application Tool”.

Click on “Global Grants”.

Complete “First Steps” to get your Global Grant #.

When returning to your application, click on “My Grants”, then click on your GG#.

Summary

 Calculate the cash contribution needed for the following projects using the Global Grant funding model: 1.$105,000 USD 2.$ 63,000 USD 3.$392,000 USD 4.$259,000 USD 5.$ 31,500 USD

Cash Required USD  $ 30,000  $ 18,000  $112,000  $ 74,000  $ 9,000  $105,000  $ 63,000  $392,000  $259,000  $ 31,500 Project Value USD  Equivalent CAD required to fund the project  RI monthly currency exchange rates  Foreign exchange contingency  Additional 5% Global Grant Admin fee

 KIS  Use USD  Work together  Check Rotary International exchange rates at  Fixed pot of $$ for year  If you’re ready…just submit it!  Ensure GG# is on ALL s/correspondence  Barbara Fisk when ready to submit

Resources    Rotary ProjectLINK – seeking support  The Rotary Foundation Reference Guide 219-EN-(814)  Terms and Conditions of Rotary Foundation District Grants and Global Grants  Grant Management Manual  Six Steps to Sustainability  10 Ways to Improve Your Global Grant

Resources  Global Grant Monitoring and Evaluation Supplement  Reporting on Global Grants  Global Grant Application Template  Discussion Groups  Rotary Support Centre –  Rotary Grant Officer  District 7080 Foundation Team and Foundation Area Co-ordinators (FACs)

Foundation Qualification Training – District 7080 November 28 th, 2015