1. Grant Management Training
District 5840
Grant Management Training
March 3, 2019

2. Today’s Agenda Club Qualification 2019-2020 DDF Funding
Types of Grants
Stewardship, Reporting 2 2

3. Qualification Club Qualification process is simple:
Signed Memorandum Of Understanding (signers are not required to attend GMT)
At least 2 members attend/complete a Grant Management Training
Not Delinquent with Reporting, Payment of Dues or Tax Returns

4. Terms of Qualification
Valid for one Rotary year
Involve the active, personal participation of Rotarians
Disclose potential conflicts of interest
Proper use of grant funds
Timely grant reporting

5. Source of
Grant
Funding

6. District Designated Funds
2019 – 2020 Program Year
Annual Program Fund : $187,171
50% of the funds available for local grants
DDF Funds World Funds
District Grants Global Grants
$ 93, $93,585

7. Types of Grants
District Grants
Global Grants
2016

8. District Grants

9. District Grants Local or international community projects
Relate to the mission of TRF
Include active participation of Rotarians
Project expenses may not be incurred prior to approval
Award Criteria will include club’s past contributions to TRF . 9

10. District Grants
Should be innovative, flexible, and simple so they can be completed within the Rotary fiscal year.
Receipts required for all expenditures
Must avoid legacy projects
May apply for scholarship funds 10

11. District Grants 1:1 Club Contribution Minimum Project Amount - $500
Matching Funds
1:1 Club Contribution
Minimum Project Amount - $500
Max. District match - $2,500 11

12. District Grants Application Timeline
July 31, Last day to submit Applications
August 1, 2019 Committee reviews applications, submits Spending Plan to TRF for approval
September 1, 2019 Grant approval notification; funds disbursed when Block Grant is received.
May 31, Final Report with Receipts Due
or 30 days after project complete . 12

13. Partial List of 2018-2019 District Grants Awarded
Ballinger Adoption Awareness $2,500
Del Rio School Supplies $1,000
San Saba Dictionaries $250
SA Dominion Babysitter Training $750
Kerrville First Responder Training $2,500
SA South Defibrillator $600 .

14. How to Apply for a District Grant
Must apply on-line
Use District Website
Only individuals completing grant management training can enter grant request
No changes after July 31st unless directed 14

20. Global Grants

21. 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 21

22. Global Grant Basics Minimum Project Size $30,000
Minimum Match from TRF $15,000
Maximum Grant from TRF $200,000
Maximum Project Size Unlimited 22

23. Types of Global Grants Humanitarian Projects
Vocational Training Teams (VTT)
Global Scholarship
Note: A Global Grant can be a combination of any
of these types of grants. 23

24. Fund Large-Scale Activities:
Align with one or more Area of Focus
Are Host Community driven
Exhibit good Stewardship of funds awarded
Provide a Long Term Benefit - Sustainable
Include active Rotarian participation
Are measurable 24 24

25. Vocational Training Teams
Rotarian Team Leader and members with a minimum work experience in Area of Focus
Provide professional training
May support travel of multiple teams
Must align with Area of Focus
Duration of trip flexible 25

26. Global Grant Scholarships
Graduate-level coursework
1 to 4 academic years
Study in an Area of Focus
Further the mission of TRF
Applicant must provide proof of admission 26

27. Global Grant Funding Club contribution $10,000
District contribution $10,000
(Match 1.00 / 1.00)
TRF World Fund match $15,000
(Match: Club .50 / 1.00; District 1.00 / 1.00)
Total Grant Amount $35,000

28. Eligibility Guidelines
Grant funds must not be used for:
New construction of habitation structures
Purchase of land or buildings
Cooperating organization expenses
Personal benefit
Duplication of TRF or Rotary program
Reimbursement of existing project
Excessive support of any one beneficiary
See Grant Management Manual for full list

29. Sustainability
The capacity for maintaining outcomes long-term to serve the ongoing needs of a community after grant funds have been expended.
Optimal use of local resources.
Prepare community for transition. 29

30. Stewardship
The responsible management and oversight of grant funds, including:
Rotarian supervision of project
Standard business practices
Reporting of irregularities to TRF
Implementing projects as approved
Financial records review
Timely submission of reports 30 30

31. Bank Accounts
Separate account(s) must be established for Rotary grants
Payment will only be submitted to a bank account specifically for the project
Project account name should be easily identifiable by club and project

32. Reporting Timeline Report online:
Progress Reports are due at least every 12 months for the life of the project
Final Report is due within two months of the project’s completion
Document Retention – 5 years

33. RESOURCES District 5840 website: A Guide To Global Grants:
A Guide To Global Grants:
Grants Education
The Rotary Foundation
Renee Reiling Grants Officer The Rotary Foundation Phone: . 33

34. Thanks for all You do for Rotary and The Rotary Foundation