Download presentation
Presentation is loading. Please wait.
1
District 6510 Grant Management Seminar
JULY 2012
2
Purpose Understand how to manage a Rotary Foundation grant
Learn stewardship expectations Prepare clubs to implement the MOU Qualify clubs to receive grant funds
3
Grant Management Ensures that projects Have proper financial control
Adhere to technical standards Meet the needs of the beneficiaries Fulfill their objectives Safeguard funds
4
Successful Grant Projects
Meet community needs Include frequent partner communication Have implementation plan Are sustainable Maintain proper stewardship of funds
5
Stewardship Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision Financial records review Oversight of funds Reporting irregularities Timely submission of reports
6
Qualification Requirements
At least 2 members attend; 3 is better Attend Grant Certification Training seminar Agree to club memorandum of understanding and submit signed MOU to district Yearly Training for Grant Certification
7
Terms of Qualification
Valid for one year Club responsibility for grant funds Disclose conflicts of interest Cooperate with all audits Use grant funds properly Implement the club MOU
8
Designing a Project
9
Successful Grant Projects
Real community needs Frequent partner communication Implementation plan Sustainable Proper stewardship of funds 9
10
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
11
Needs Assessment Base project on the community’s need
Assess resources of your club and potential partners Talk to the community
12
Project Planning Form a three-person grant committee Assign roles
Implementation plan Budget Contingency plan Document retention plan
13
Project Planning Rotary has firm Grant/Project rules:
Must be a New Project Won’t pay for already completed Project Won’t pay for already started Project Bills/receipts before July 1 not accepted
14
Creating a Budget Realistic Competitive bidding Reasonable prices
Disclose conflicts of interest Use the Budget spreadsheet (DaCdb, Files tab, GrantApplicationTraining folder)
15
Rotary Foundation Grants
District grants Global grants – Ask us – We have experts Packaged grants – going away
16
Partners RI Convention Project fairs LinkedIn
Matchinggrants.org/global International meetings Rotary Showcase / Facebook
17
Applying for and Implementing a Grant
Write a successful grant application Understand grant financing Discuss the importance of evaluation
18
Sustainable Projects Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended
19
Application KIM: We need a different photo; this one implies that students are filling out the application.
20
Financing Guidelines District 6510 Guidelines for funding
District Grant can fund up to 2/3 of total Club Treasury funds at least 1/3 of total Maximum District Grant $2,000 We have to adjust to number of Applications and total funds available
21
Financing Guidelines Contributions raised by Rotarians
Funds cannot be raised from beneficiaries in exchange for a grant Funds cannot come from other grants Contributions credited to donor
22
Implementation Communication Financial management plan Recordkeeping
Following original plan
23
Evaluation Assists with reporting Improves future projects
Based on goals Ongoing process Identifies successes
24
Session 3 Oversight and Reporting
25
Learning Objectives Identify best practices for managing funds and record keeping Identify which documents need to be retained Understand reporting requirements
26
Financial Management Plan
Bank account for funds (Global Grants) Distributing funds Use checks/bank cards to track funds Detailed spreadsheet Include local laws
27
Financial Record Keeping
Document retention files Hard copies, Hard drive, DaCdb Financial management spreadsheet Transferring custody of a bank account More on Rotary.org
28
Document Retention Provide access – you may be audited
Retain for a minimum of five years Make copies Scanned copies Your hard drive and DaCdb
29
District Grant Reports
DaCdb Final Report Only need Interim Report if delayed Scan all records as PDFs All pictures as JPEG (aka JPG) Pictures should be ‘Rotarians in Action’
30
Conflict of Interest Exists when a Rotarian benefits financially or personally from a grant Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits) Not illegal – just report it in Final Report
31
Qualification Requirements
At least 2 members attend Grant Certification Training 3 attendees is better – if someone leaves Submit signed club MOU
32
Maintaining Qualification
Follow terms of club MOU Appoint club member/committee to manage club qualification Fully implement stewardship practices to prevent misuse of funds
33
Thank you Now, some DaCdb training
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.