2.  Club Qualification Guidelines  Types of Grants  Planning a Global Grant Project  Applying for a Grant  Implementing, Monitoring & Evaluating a Grant Project  Reporting

3.  To be eligible to apply for a grant and complete qualification process, a club must:  Read and agree to the club memorandum of understanding and submit a copy signed by the club president and president-elect to the district. The MOU is an agreement between a club and its district explaining the minimum Foundation requirements for managing grants. Your club’s policies and local laws may exceed these requirements. To maintain qualified status, a club must abide by the terms of the club MOU (appendix B), and the grant terms and conditions.  Have the president-elect or a designated club representative attend a grant management seminar  Agree to any additional district qualification guidelines.  Clubs must be qualified by their district each Rotary year in order to apply for global or packaged grants.  Questions? Contact your district Rotary Foundation committee.

4.  District Designated Fund, matched 100 percent by The Rotary Foundation  Rotarian and non-cash contributions matched 50 percent (minimum award: US$15,000)  Non-Rotarian cash contributions cannot come from a cooperating organization or a beneficiary of the project)  Rotarians cannot collect funds from beneficiaries in exchange for receiving the grant or as part of the Rotarian raised cash contribution for match.  Sponsors can request that beneficiaries contribute a nominal amount to a community account to encourage buy-in, but collected funds should be used to provide additional services/ensure sustainability

5.  fund short-term projects and activities, either local or international, that support the Foundation’s mission.  Each district administers and distributes the funds and sets its own procedures, policies and additional requirements.

6.  Global grants fund large-scale projects and activities that:  Align with an area of focus  Respond to a need the benefiting community has identified  Include the active participation of the benefiting community  Are designed to enable the community to help itself after the Rotary club or district has concluded its work (Sustainable)  Have measurable results

7.  Peace and conflict prevention/resolution  Disease prevention and treatment  Water and sanitation  Maternal and child health  Basic education and literacy  Economic and community development

8.  Humanitarian projects  address community needs by providing sustainable, measurable outcomes in the benefiting community.  Vocational training  builds skills within a community by offering local training or by supporting groups of professionals traveling abroad for rigorous study on their profession  teach local professionals about a particular field. This type of training may be most effective in conjunction with a humanitarian project.  Scholarships  fund study by graduate students whose career goals support an area of focus.

9.  Predesigned by RI and strategic partners and fully funded by the World Fund and the strategic partner  Fund activities similar to global grant activities and can include scholarships, humanitarian projects, and vocational training  Project framework/details completed, so Rotarians can focus talents and energies on project  See more at h ttp://www.rotary.org/en/grants/grants- basics/explore-grants/packaged- grants#sthash.cHdEOXfc.dpuf

10.  Packaged grant roles may include:  Assessing community needs and identifying those who could benefit from a project  Selecting and mentoring scholars  Assembling teams of professionals for peer- based training  Providing technical expertise or direct service  Promoting and publicizing activities  Monitoring and evaluating the project

11.  Health educators training & nursing scholarships Aga Khan University and The Rotary Foundation offer two packaged grants in Kenya, Tanzania, and Uganda: the first provides training to health educators and the second offers scholarships to nursing and midwifery students at the university’s East Africa campuses.  Developing local entrepreneurs packaged grant with strategic partner Oikocredit. Rotarians collaborate with microfinance institutions in their own communities to develop programs that help increase the impact of microcredit lending.

12.  Vocational training and medical service packaged grant with Mercy Ships helps assemble vocational training teams of medical professionals to work aboard the state-of-the-art hospital ship Africa Mercy, to deliver free, world-class health care, capacity building, and sustainable development to those without access in the developing world.  Water and sanitation scholarships provides scholarships for graduate students at UNESCO-IHE Institute for Water Education in Delft, The Netherlands. The institution is the largest postgraduate water education institution in the world and aims to tackle the world’s water and sanitation crisis.

13.  Partners: Global grants require both a host partner and an international partner.  Where to Find Partners  ProjectLINK Rotarian Action Group related to an area of focus  RI Convention  Matchinggrants.org/global  LinkedIn  Project fair  Personal travel  District leaders (who can promote your project at international meetings)  Use RI’s new online project tools that enable you to find partners, share project information and seek funding, volunteers, or donated goods.

14.  District Grant  Supports the mission of The Rotary Foundation  No minimum budget  Short-term impact  Can support scholars pursuing any level of study  Active Rotarian involvement  Global Grant  Supports an area of focus  Minimum budget of US$30,000  Long-term, sustainable impact and measurable outcomes  Can support scholars pursuing graduate-level study internationally  Active Rotarian involvement

15. Appoint a Project Committee Identify Community Needs/Assessment Consult with Technical Experts Identify Measurable Outcomes Develop Sustainable Solutions

16.  Done by host district  collect information about resources as well as needs, whether and how issues are being addressed, and what actions will most likely improve the community  Consider factors such as Rotarian technical expertise, location of the project site, required time commitment, and financial resources.  Refer to Community Assessment Tools (605C) for ideas on gathering information.

17.  Clubs should have a financial management plan in place before receiving grant funds to ensure proper oversight and consistent administration of the funds promote transparency, and reduce unintentional errors and the opportunity for misuse of funds.  Financial management plan should include measures to:  Disburse grant funds properly during project implementation  Maintain complete and thorough financial records  Manage a club-controlled bank account  Remember, if funds are misused, the club is responsible for rectifying the situation.

18.  All grant correspondence including email  Beneficiary documentation  Community assessment agreements  Vendor documentation including Quotes for materials  Financial documentation including receipts, invoices and bank statements  Inventory list and photos  Information collected from clubs for district grants including funding requests or applications  Reports  Other information required by the district

19.  Read Grants manual and understand requirements  Find grant applications at ww.rotary.org/grants  Determine what kind(s) of grant(s) you want to apply for  Find a partner  Develop a strong plan (documented, sustainable, measurable outcomes, focus area centric)  Complete and submit application  Monitor and participate  Keep reporting up to date and accurate  CC DG, Foundation and grants subcommittee chair on all grant correspondence with RI