1. ROTARY DISTRICT 5960 GRANT MANAGEMENT SEMINARS – 2017-18
Welcome!
ROTARY DISTRICT 5960
GRANT MANAGEMENT
SEMINARS –
GMS Intro Slides 2013 rev

2. GETTING YOUR CLUB QUALIFIED FOR 2017-18 GRANT SUBMITTALS
ROTARY DISTRICT 5960
GETTING YOUR CLUB QUALIFIED FOR GRANT SUBMITTALS

3. TODAY’S SEMINAR OVERVIEW AND INTRODUCTION DESIGNING A PROJECT
QUALIFICATION
APPLYING FOR & IMPLEMENTING A GRANT
OVERSIGHT & REPORTING
SCENARIOS & EXAMPLE GRANT
QUESTIONS

4. Regional Success Seminar 07-14-12 Future Vision
This presentation was developed by District to meet the requirements of a Grant Management Seminar to qualify clubs to both submit and support District and Club Grants in
This is not an official publication
of The Rotary Foundation.

5. THE ROTARY FOUNDATION MISSION
To enable Rotarians to advance world understanding, goodwill and peace through the improvement of health, the support of education, and the elimination of poverty.

6. The Rotary Foundation Reviewed Grants Process
WHY?
* Sound Stewardship
► Decentralized process works
► Flexibility at local level
► Enhanced capacity to serve
► Focus on Areas of Greatest Need & Opportunity

7. The Rotary Foundation Grants Process HOW?
Where do the $$$$ come from?
Rotary Foundation (Rotarians)
That’s US!
How does it get to us?
District Designated Funds - DDF

8. ‘Lest we Forget, PolioPlus is still a primary focus’

9. Rotary Polio Plus
The Gates Foundation is still matching individual and club contributions with a $2.00 to $1.00 match and the World Fund is also adding a $1.00 to $1.00 match

10. Funds Collection & Allocation
The Rotary Foundation
Funds Collection & Allocation
Earnings used for administrative costs
50% to World Fund
Global Grants Match
Peace Fellows
Polio+
50% to District Designated Fund
Up to
½ to District Grants
At least
½ to Global Grants $
$296340
$76085 $ $

11. The Rotary Foundation Grants Process
TWO kinds of grants
GLOBAL GRANTS $
DISTRICT GRANTS $

12. Successful Grant Projects – Document !
Meet Community Needs
Include Frequent Partner Communication
Have an Implementation Plan
Are Sustainable
Maintain Proper Stewardship
Implement Characteristics of Prior Successes, that’s why mentors.

13. The Rotary Foundation Requirements Mandate
District Memorandum Of Understanding
(MOU)
More stewardship responsibility at District level
Club MOUs (Must include Addendum!)
Grant Management Seminar (GMS) TRF
Mandate
Don’t forget, you need a mentor!!

14. Foundation Grants Grant Management Seminar
CLUB QUALIFICATIONS
Grant Management Seminar
1 person per club MUST attend.
(Better if 2 or more)
Club Memoranda of Understanding (MOUs–and District Addendum)

15. The Rotary Foundation Grants Process
CLUB MOUs – TRF and District
* Terms of Qualification
* Club Leadership Responsibilities
* Financial Management/Stewardship
* GMS required for Global Grants & District Grants
* Mentors Required for Global and District Grants in
5960
* Signatures by President and President-
elect
ANNUAL SUBMISSION by CLUB

16. The Rotary Foundation RECEIPTS The “END GAME”
*Document Retention --- GET AND KEEP
RECEIPTS
* Reports
- Progress Reports 6 month intervals)
- Final Report (When completed + 60
days)
- Pictures or Video clips with report
- Letters of Commendation

17. The Rotary Foundation Why we’re here
District TRF structure – The DGSC is
the Start. Mentor are Necessary
Grant processes
Global Grants –Concept Approval, First.
Steps and Application. Get Awareness and
approval BEFORE going on line.
District Grants – Spending Plan, Quick
Reference Guide, Follow District Procedures

18. The Rotary Foundation New Tools! To help you be a success
1. Mentors – Experienced in Grants and members of the DGSC. Will be assigned on every Grant, Global or District
2 Quick Reference Guide – A handy tri-fold which explains all the details necessary to complete a successful grant

19. District Grant Quick Reference

20. Global Grant Quick Reference

21. District Grant Proposal/Application

22. The Rotary Foundation Grants Process
GLOBAL GRANTS
Humanitarian Projects
VTT inclusion in projects
Graduate Fellowships
(all in 6 Areas of Focus)

23. The Rotary Foundation Global Grants Process
All Done Online
(HUMANITARIAN TYPE GRANTS)
● TRF MATCH must be at least $15,000
● HOST AND INTERNATIONAL PARTNER
* We are International * Host Club & District are in country where grant is
● FIRST STEPS, then APPLICATION
● AT LEAST ONE AREA OF FOCUS

24. The Rotary Foundation Global Grants ---- Must be in
SIX 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

25. Rotary Online Grants Process
Go to
Establish your identity
Click on Rotary Foundation
Click on Global Grants
At bottom of page-Start Grant Application Process

26. Global Grants
HUMANITARIAN GRANTS – DISTRICT 5960 CLUB(s) PROJECT – AT LEAST $33,000 Club(s) $ 6,000 DDF 12,000 TRF club match 3,000 TRF DDF match PROJECT TOTAL $33,000 *District 5960 DDF Match is now $2:$1 to $16,000

27. The Grants Process…. …. possible “RED” flags. 1
The Grants Process….. ….possible “RED” flags OFAC (Office of Foreign Assets Control) requirements for some foreign countries 2. TRF prohibitions for some countries and Districts 3. District restrictions for some clubs 4. Specific club limitations

28. The Rotary Foundation DISTRICT GRANTS LOCAL & INTERNATIONAL
*HUMANITARIAN GRANTS FOR
LOCAL & INTERNATIONAL
SERVICE PROJECTS
*SCHOLARSHIPS (Graduate and
Undergraduate)
*VOCATIONAL TRAINING TEAM
(prefer to do in a Global Grant)
MUST MEET MISSION OF THE FOUNDATION

29. The Rotary Foundation District Grants, cont.
*GROUP STUDY EXCHANGE (funded
from District Grant Budget)
*PROJECT PLANNING
(Submitting potential projects and
necessary funding prior to
receiving DDF. )
(TRF must approve spending plan)
*CONTINGENCIES

30. District Grants 2010-16 Our District
Humanitarian Grants
Community
International
Scholarships (Local or International)
Vocational Training Team
Group Study Exchange

31. District Grants 2016-17 Local or International Possible $76,000
Match: min $
max $3,000 per club, $12,000 total
Submitted as proposals for District DDF Spending Plan
Proposal Deadline for is May 19,
2017
GMS and MOUs Required –Why you’re here!

32. Foundation Grant ROLES
District Rotary Foundation Committee
DRFCC (Sets Budget based on DDF)
Grants & Fellowship Subcommittees
Get Mentor assigned
by DGSC! Before
Stewardship & Accounting –
Treasurer
Annual Financial Assessment
Grant Financial Control Mandatory
Clubs & Club Leadership
Members (That’s you and me!)

33. The Rotary Foundation Guide for Grant Management and Stewardship Plans
Club Qualification (District Qualification also)
Financial Management Plan
Document Retention
Method for Reporting and resolving misuse of Grant Funds

34. Grant Project Requirements
Maintain Documentation (5 years required)
Establish a “clear” Bank Account (Especially for Global)
Require and Maintain Receipts
Process Reports on Time
* First 6 months from approval
* Then every 6 months until complete
* Final report at completion plus 60 days

35. Grant Site & ALL Information
(must have personal site entry)
A Guide to Global Grants (from site)
Terms and Conditions for Rotary Foundation District Grants and Global Grants

36. The Rotary Foundation Grants Site
Global Grant Monitoring and Evaluation Plan Supplement
Sample Cooperating Organization Memorandum of Understanding

37. The Rotary Foundation Grants are…
……. MAKING A POSITIVE DIFFERENCE IN THE FUTURE OF THE ROTARY FOUNDATION and HOW WE SERVE OTHERS

38. Remember, It’s All About……

39. The Concluding Steps !! Our final Assignment !!
Breakout into mentor/attendee teams
Three Scenarios – Practice what we’ve preached
One District Grant Proposal
Use what we’ve presented
Get familiar with the process