1. Global Grants for International Projects, Terms and Conditions THE ROTARY FOUNDATION TRAINING SEMINAR, TALLINN 13.2.2016 Global Grants for International Projects, Terms and Conditions THE ROTARY FOUNDATION TRAINING SEMINAR, TALLINN 13.2.2016 Markus Lindström D1420 Rotary Foundation Committee

2. TITLE | 2 Google: Rotary Global Grants

3. TITLE | 3 Google: Rotary Global Grants

4. TITLE | 4 What a Mess - Too Complicated! … but … Rotary Global Grant Website /

5. TITLE | 5 TRF Key Manuals

6. TITLE | 6 TRF GUIDE TO GLOBAL GRANTS (2016) - EIGHT STEPS INTRODUCTION Global Grant Requirements Eligible Activities District and Club Qualification 1 MAKE A SUSTAINABLE IMPACT Sustainability Making an Impact in Our Areas of Focus Your Community’s Needs and Strengths 2 PARTNER TO MAXIMIZE YOUR IMPACT Partnership Requirements Sponsor Roles Cooperating Organizations 3 PLAN YOUR GLOBAL GRANT-FUNDED PROJECT Develop a Project Plan Identify Measurable Outcomes Create a Financial Plan Raise Funds 4 APPLY FOR A GLOBAL GRANT Get Started Reviews and Approvals Grant Ineligibility 5 IMPLEMENT, MONITOR, AND EVALUATE YOUR PROJECT Project Implementation Monitoring and Evaluation Financial Transparency Reviews, Visits, and Audits 6 REPORT YOUR PROGRESS AND OUTCOME Reporting Requirements 7 GET EXTRA SUPPORT

7. TITLE | 7 GUIDE TO GLOBAL GRANTS (2016) - TRF 1/3 REQUIREMENTS

8. TITLE | 8 GUIDE TO GLOBAL GRANTS (2016) - TRF 2/3 ELIGIBLE ACTIVITIES

9. TITLE | 9 GUIDE TO GLOBAL GRANTS (2016) - TRF QUALIFICATION 1/3

10. TITLE | 10 GUIDE TO GLOBAL GRANTS (2016) - TRF QUALIFICATION 2/3 3 D1420 Club Requirements for Global Grants  At least one Club member has attended District’s annual Rotary Grant Seminar;  The Club’s Memorandum of Understanding agreement with the District is completed;  The applying Club should be a “registered association or club” for Grants exceeding 2.000 EUR;  The Club has made a donation to the TRF Annual Fund at least once during the last previous 3 years. The District encourages clubs to donate at least 1.000 EUR every year to the Annual Fund. 3 D1420 Club Requirements for Global Grants  At least one Club member has attended District’s annual Rotary Grant Seminar;  The Club’s Memorandum of Understanding agreement with the District is completed;  The applying Club should be a “registered association or club” for Grants exceeding 2.000 EUR;  The Club has made a donation to the TRF Annual Fund at least once during the last previous 3 years. The District encourages clubs to donate at least 1.000 EUR every year to the Annual Fund.

11. TITLE | 11 GUIDE TO GLOBAL GRANTS (2016) - TRF PARTNERSHIP 1/3 ? Host and international sponsors have different responsibilities. However, the roles of each sponsor also depend on the clubs involved, the community’s strengths, and the nature of the project. As in all good relationships, communication is the key. Host and international sponsors have different responsibilities. However, the roles of each sponsor also depend on the clubs involved, the community’s strengths, and the nature of the project. As in all good relationships, communication is the key.

12. TITLE | 12 GUIDE TO GLOBAL GRANTS (2016) - TRF PARTNERSHIP 2/3 RULE OF THUMB

13. TITLE | 13 GUIDE TO GLOBAL GRANTS (2016) - TRF PARTNERSHIP 3/3 WORK AS A TEAM “ Primary host and international sponsors must each establish a grant committee of three Rotarians for a global grant. “ Members of this grant committee must come from the primary sponsor club (if the grant is club-sponsored) or district (if the grant is district-sponsored). For club-sponsored grant applications, district Rotary Foundation committee chairs must confirm that the primary sponsor clubs are qualified.

14. TITLE | 14 T&C FOR THE ROTARY FOUNDATION DISTRICT AND GLOBAL GRANTS 1/3 Terms and Conditions for Rotary Foundation District Grants and Global Grants (updated July 2015) This document is a Specification

15. TITLE | 15 T&C FOR THE ROTARY FOUNDATION DISTRICT AND GLOBAL GRANTS 2/3 GLOBAL GRANT RESTRICTIONS DISCLAIMER Below are some selected snapshots from the GG specification Study the Specification for the restrictions Study the Specification for what you can do Grants MUST NOT fund 1.Establishment of a foundation, permanent trust, or long-term interest- bearing account 2.Purchase of land or buildings 3.New construction of or additions to any structure in which individuals live, work, or engage in any gainful activity, such as buildings (schools, homes/low-cost shelters, and hospitals), containers, and mobile homes, or of structures in which individuals carry out manufacturing or processing activities 4.Fundraising activities

16. TITLE | 16 T&C FOR THE ROTARY FOUNDATION DISTRICT AND GLOBAL GRANTS 3/3 GLOBAL GRANT RESTRICTIONS DISCLAIMER Below are some selected snapshots from the GG specification Study the Specification for restrictions and allowed activities Grants MUST NOT fund (cont.) 5.Public relations initiatives, unless they are essential to project 6.Expenses related to Rotary events such as district conferences, conventions, institutes, anniversary celebrations, or entertainment activities 7.Travel to National Immunization Days (NIDs, Polio) 8.Operating, administrative, or indirect program expenses of another organization with the exception of expenses allowed within the project management allocation for global grants.

17. TITLE | 17 GUIDE TO GLOBAL GRANTS (2016) - REPORTING

18. TITLE | 18 From Vision thru Planning, Design, Implementation, Reporting and CLOSING

19. TITLE | 19 THE ROTARY FOUNDATION TRAINING SEMINAR, TALLINN 13.6.2016 Q & A Markus Lindström markus.lindstrom@perpetual.fi +358 400 463755

20. TITLE | 20 TRF GLOBAL GRANT LIFECYCLE