1. How to Complete a Matching Grant Application

2. Learning Objectives Overview of the MG process Preparing to complete an application Completing application, step-by-step Helpful hints

3. Matching Grant Application Revised application for 2008-2009 Available on the Rotary web site

4. Application received, acknowledged Application reviewed Grant approved Agreement form, contributions, payee information returned to TRF Overview of Process

5. Payment issued Reports submitted Final report reviewed File closed

6. Read Matching Grant application and Matching Grant terms and conditions Identify host or international partner Conduct community needs assessment Preparations

7. Design eligible project to meet need Prepare budget Request support from your District: District Governor (DG), District Rotary Foundation Committee Chair (DRFC), and District Grants Subcommittee Chair (DGSC) Preparations

8. Applications accepted 1 July - 31 March Applications approved 1 Aug - 15 May Application Deadlines

9. Project Description Who, what, where, when and how Sustainability of project after the grant Detailed description of Rotarian activities

10. Host & International Partners Club or district project Clubs and contacts must be in good standing with RI All three project contacts must be members of the sponsoring club/district

11. Project Budget Itemize expenditures Supplier names must be provided Invoices not required, but may be requested Indicate exchange rate

12. Project Financing Financing must equal budget Calculate in US$ Indicate cash or DDF DRFC and DG must authorize use of DDF

13. Project Financing Cash is matched 50% and DDF is matched 100% Grant award must be at least US$5,000 US$100 minimum host partner contribution

14. Project Planning All questions must be answered Equipment cannot be owned by Rotarians or Rotary clubs Customs clearance must be arranged

15. Competitive Grants Grant requests from US$25,001-$150,000 –Community Needs Assessment Deadlines: 1 August & 15 December

16. Authorizations Authorizations signed by current year officers Project contact signatures required

17. Cooperating Organizations Cooperating Organization vs. beneficiary Letter of participation from Cooperating Org Letter of endorsement from host partner

18. Final Report Both sponsors are responsible for reports –Should include input from both sponsors Club / district handling grant funds should take the lead in reporting

19. DGSC Review District grants subcommittee must confirm that the application is complete Host or international partner

20. Completion Checklist Helpful to ensure that the application is accurate and complete

21. Matching Grant Approval Matching Grant is approved Announcement letter will be sent to the primary project contacts via email

22. Matching Grant Payment Agreement Form Payee Form Cash Contributions to TRF Cash Contributions directly to the project account

23. Timelines Application complete within six months of receipt Payment requirements met within six months of approval

24. Helpful Hints Stay current on grant reporting Pay RI Membership dues on time Communicate with your co-sponsors Complete all sections of the application Keep copies of all documents

25. Resources MG Terms and Conditions The Guide to Matching Grants Rotary website: www.rotary.orgwww.rotary.org Email: contact.center@rotary.orgcontact.center@rotary.org District Leadership Humanitarian Programs Staff

26. Questions?