1. District 7410 Rotary Foundation Grant Management Seminar Thanks For Coming Welcome !

2. 2 Purpose Understand how to manage a Rotary Foundation grant under New Grant Model –Structuring a Successful Project –Applying for a Grant Prepare Clubs to implement the MOU Qualify Clubs to receive grant funds Learn stewardship expectations

3. Rotary Foundation 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

4. Resources Grant Management Manual Areas of Focus Rotary E-Learning Center New TRF Grant FAGs Grant Terms and Conditions Club Memorandum of Understanding (MOU) District 7410 Allocation Procedure Available on District website and Rotary.org

5. 5 Successful Grant Projects Real community needs Frequent partner communication Implementation plan Sustainable Proper stewardship of funds

6. 6 Needs Assessment Base project on the communitys need Assess resources of your club and potential partners Talk to the community

7. 7 Project Planning Form a three-person grant committee Assign roles Implementation plan Budget Contingency plan Document retention plan

8. Rotary Foundation Grants District grant –Less than $30K: Local, International Global grants –$30K or more: International Packaged grants –Strategic Partners –Pre-Financed –Looking for Rotarian participation/volunteering 8

9. TRF Share System 2011-12 Annual Fund Contributions $112,393 District Designated Funds (DDF) $56,196 World Fund $56,196 District Grants $28,098 Global Grants Fully Funded Packages Grants PolioPlus Rotary Peace Centers Other Remaining DDF rolls over to next year

10. District Grants ( districts decide ) Categories (shown as examples) –Less than $3,000 (an amount reserved each RY) –More that $2,000 (bigger multi-Club/partners/committee projects) –International projects less than $30,000 Examples –Local community projects –Scholarships –Travel for humanitarian projects –Vocational Training Exchanges –Intl Medical Missions –Disaster Recovery

11. District Grant Requirements Club must be certified – attend Grant Training – MOU –Allocation Procedure Support of Rotary Foundation Areas of Focus Within funding ranges of block grant

12. 12 Club/Committee Qualification Requirements Club or Committee member attend a grant management seminar (2 suggested) Club annually sign and submit signed MOU and Allocation Procedure to District Meet the requirements of grants Maintain trained Club grant managers

13. 13 Maintaining Qualification Follow terms of Club MOU Appoint Club member/committee to manage Club qualification Fully implement stewardship practices to prevent misuse of funds

14. District Grant Application Process Submit Proposal to District Grant Committee… Grant Committee Review / Project Selection Club Project Approval by District… District submits spending plan to RI TRF Funds arrive after July 1 st

15. 15 Applying for Global Grants ideas.rotary.org Application process online - Questionnaire & Form Meet goals of Areas of Focus Be sustainable Involve Rotary Clubs in two Intl Districts Minimum budget of US$30,000 District confirms Club is qualified

16. Timeline for Applications 2014 District Grants FEB 1 MOU & Club Qualification renewals begin Mar 1 14/15 Grant proposal period Apr 30 Deadline for submitting Grant request May 30 Grants approved Jun 15 District Grant Spending Plan sent to RI for Approval July 1 TRF Releases funds Global Grants Can be submitted at any time on Rotary.org

17. 17 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

18. 18 Sustainable Projects Gi ve a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended. Optimally use of local resources, regional input, and indigenous knowledge. Prepare professionals to increase impact and improve effectiveness in the communities and vocations in which they work.

19. ? Your District Grant Ideas ? ? District or Global ? …

20. 20 Global Grant Financing DDF matched 100% with World Fund Rotarian cash contributions matched 50% with World Fund Non-Rotarian/Organization cash contributions direct to project

21. 21 Financing Guidelines Contributions raised by Rotarians Funds cannot be raised from beneficiaries in exchange for a grant Funds cannot come from other TRF grant projects Contributions credited to donor

22. 22 Financial Management Plan Bank account for funds for Global Grants Expending funds on project Use checks/bank cards to track funds Detailed ledger Know & comply with local laws

23. 23 Resources Document retention worksheet Financial management plan worksheet Transferring custody of a bank account More on Rotary.orgRotary.org

24. Resources Grant Management Manual Areas of Focus Preparing Your Club for Future Vision Rotary e-Learning Center Future Vision Reference Guide New TRF Grants FAQs Grant Terms & Conditions TRF Grant Memo of Understanding Available on rotary.org and District Website

25. 25 Document Retention Provide access Retain for a minimum of five years Make copies

26. Reporting A requirement Verifies grants were managed properly Provides communication and builds trust Provides for celebration of success Encourages future giving Provides evaluation data Permits TRF to understand effectiveness

27. 27 District Grant Reports Report any changes to project from proposed scope and beneficiaries… Progress Reports –For projects still active Final Report –For completed projects Final reports normally within 12 months or grant award.

28. 28 Global Grant Reports: Frequency Progress reports –Within 12 months of first payment –Every 12 months through the life of the grant Final report within 2 months of completion Online through Member Access

29. 29 Global Grant Reports: Content On-Line through MEMBER ACCESS How partners were involved Type of activity Evaluation of project goals How area of focus goals were met How funds were spent Number of beneficiaries and how they benefited

30. 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)

31. Rotary Foundation 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

32. 32 Thank you