1. District 7890 Grant Management Webinar February 23/March 3/April 5, 2016
Introductory Comments:
Welcome to the Grant Management Seminar
How many of you have been at a previous Grants Seminar-You will note there have been some changes
I will try to emphasize the changes that take effect in District 7980 for the year 1

2. Meet Your Moderators Eileen Rau, PDG Pam Brown, PAG
District Rotary Foundation Chair
Pam Brown, PAG
Grants Chair & Global Grants Sub-committee Chair

3. Purpose
Understand how to manage a Rotary Foundation grant; understand the difference between Global and District Grants
Learn stewardship expectations
Prepare clubs to implement the MOU
Qualify clubs to receive grant funds
On this slide you will find the purpose of this session. The purpose is:
To understand how to manage a Rotary Foundation grant;
To understand the difference between a Global Grant and a District Grant
To learn what is expected of a Rotary Club Steward
To prepare clubs to implement the Memorandum of Understanding also known as the “MOU”
To help qualify clubs so they can receive grant funds 2

4. The Club Memorandum Of Understanding & the Addendum to the Club MOU
 The Signatures of the Club’s and Presidents are required.
 Your incoming president must bring these forms to PETS, March 10-12

7. Addendum to Club MOU
In order to receive any type of grant from District 7890 the Club must be qualified. Qualifiers:
Attendance at a District Grant Management Webinar by two club members
Submit the club’s Foundation Goals into Club Central on rotary.org by May 1, 2016
Club and/or club members make at least a $10 per capita contribution to the SHARE/Annual Fund by May 1, 2016,
Presidents for and presidents for signing both the Club MOU & Addendum to Club MOU

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
These are the 6 Areas of Focus.
Where can you learn more about how each area of focus is defined by the Rotary Foundation? 14

9. Stewardship Rotarian supervision Financial records review
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
Why is Rotarian supervision important?
What financial records should you review?
Where can you find your over sight responsibilities spelled out?
To whom would you report conflicts of interest and other irregularities? 8

10. Document Retention
Provide access
Retain for a minimum of five years
Make copies

11. Stewardship
A donor who understands that funds were used in an appropriate and responsible manner is more likely to give to the Foundation again to support projects.

12. Global vs District GrantsGG
DMG
Must be in an Area of Focus X
Community needs assessment
Active Rotarian participation
May be local or international
Benefiting community participation
Minimum budget $30,000
No miniumum budget
Long-term sustainable impact
Short-term - 1 year projects
Measurable results
How do District Grants differ from Global Grants? 16

13. 50% District Designated Funds 2016-2017
Annual Fund -Share $191,822
50% World Fund
$95,911
50% District Designated Funds
$95,911

14. District Designated Funds 2016-2017 $95,911
50%
$47,955
Global Grants
Vocational Training Teams
Scholarships
Polio Plus
Peace Centers
World Fund
50%
$47,955
District Grants

15. Timeline for 2016-2017 District Grants
Feb
2016
Feb/Mar
2016
Mar 10
2016
May 1
2016
July/Aug
2016
Oct 1
2016
Mar 31
2017
Apr 15
2017
Grant form
and info
provided
at PrePETS
Grant
Mgmt
Webinars
Final MOU
Docs to
DRFC-Eileen
Rau at PETS
Project
Proposals
Due to DG
Chair
Project
Approvals
Communicated
To Club
Presidents
Final Project
Applications
Due to DG
Chair
Projects
Completed
Final Project
Reports Due
To DG Chair

17. Examples of this Year’s District Grants
Stocking a food pantry
Milk for a year
Food and supplies for homeless children
1000 books
Packaged meals for backpack program
Formal dinner for special needs adults
5 residential rehab scholarships
Handicapped Playground Equipment
Replace washed out bridge
El Salvador water project
Chrome books for 5th grade
Benches/bike racks for Rotary Park
Replace roof on youth building
Appliances for homeless shelter 46

18. District 7890 Global Grants Seminar
Pam Brown, Chair, Grants sub-committee, Global Grants chair
(cell)

19. Global Grants Large, long term projects
Sustainable with measurable outcomes
Alignment with areas of focus
World Fund Match
Can be:
Humanitarian Projects
Scholarship – graduate level
Vocational Training Team
$30,000 minimum total budget
Host and International partners

20. Global Grants Real Community Need Sustainable Measurable Goals
Actively involve Rotarians from both clubs
Stewardship and reporting

21. 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

22. Project Funding Total budget must be at least $30,000
Minimum request from TRF is $15,000
30% of contributions must come from outside host club and district
Club contributions matched 50 cents on the dollar (5% of Club contributions will be set aside for administrative costs.)
District contributions matched dollar for dollar

23. Apply for District Designated Funds for Global Grant
Identify project
Identify and have firm commitment from International or Host Partner
Determine size and scope of budget
Complete the DISTRICT Global Grant Application
Found at
Send completed form to
Upon approval by the District Grants Committee, your club should begin to fill out the Global Grant application through Rotary International Foundation, Inc.

24. Funding Example Partner Contribution TRF Match 5% Admin Fee
International Club
$4,000
$2,000
$200
International District
$10,000
Host Club
$1,000
$100
Host District
$5,000
Partner Total:
$21,000
Foundation Total:
$18,000
Admin Fee Total:
$300
Project Total:
$39,000
Grand Total:
$39,300

25. Application Process Both clubs must be qualified, every year
Apply for DDF Global Grants from District
Follow “Global Grants Steps” to start the process with Rotary International Foundation.
Application online only
Each club has a 3 person project committee
Keep District Leadership updated on progress
Submit any time before June 30
Funded on a rolling basis

26. Global Grant Reporting
Progress report 12 months after funds received
Every 12 months until project is complete
Final report submitted within 2 months of project completion

27. Questions? 70

28. Click on District Grants 2016-2017 in
Contact Information Eileen Rau Janet Soja Pam Brown
To down load Grant Forms
Click on District Grants in
left hand column 70

30. Thank you! 70