1. 2014 GLOBAL GRANTS 2014

2. Global Grant basics How to select/design a Grant Significant rules Learn how to apply for a Global Grant and get it Approved Execution Reporting TOPICS/GOALS FOR THIS SESSION

3. 2014 Qualify your Club Find or Create a Global Grant Apply for District Match (DDF) Apply for World Fund Match Implement the Project Report Spread the Word PROCESS OVERVIEW

4. 2014 CLUB QUALIFICATI ON

5. 2014 Attendance by at least one Club member at the District’s Grant Management Seminar. Club Memorandum of Understanding read, understood, and signed by future Club President (2014-2015) President-elect (2015-2016 President) Club must be current on all grant reporting. Club must be current on District dues. Club must be current on RI dues. CLUB QUALIFICATION

6. 2014 GLOBAL GRANT BASICS

7. 2014 It is a large-scale project that Aligns with an Area of Focus Responds to a need that the benefiting community has identified Includes the active participation of the benefiting community Is designed to enable the community to help itself after the Rotary club has concluded its work Has measurable results WHAT IS A GLOBAL GRANT?

8. 2014 It is carried out by two Qualified Rotary clubs in different countries. The Host Sponsor Club is in the area where the project takes place. The International Sponsor Club is the supporting club. Project funding comes from Rotary clubs, other organizations, and individuals District Designated Funds (DDF) World Fund Match HOW IS A GLOBAL GRANT ORGANIZED?

9. 2014 Humanitarian Global Scholar Packaged Grants TYPES OF GLOBAL GRANTS

10. 2014 Cash provided by Clubs, Members, and other sources. District Designated Funds (DDF) Match Matches Club and Member cash up to $10,000 per club, if allocated by the DRFC. Clubs can cooperate to handle larger projects. World Fund Match Cash is matched at 50% DDF is matched at 100% HOW PROJECTS ARE FUNDED

11. 2014 Contributions to the Annual Program Fund-SHARE from the Rotary clubs in a District are directed into two funds: Fifty percent is credited to the World Fund to provide the “World Fund Matches” for Global Grants. Fifty percent is credited to the District’s “District Designated Fund” for allocation to District and Global Grants. This happens three years after the money is donated, and Rotary uses the income to pay for Operations in the meantime. CONTRIBUTIONS TO THE FOUNDATION

12. 2014 FUNDING EXAMPLE: MINIMUM PROJECT CashDDFTotals $10,000 (Club, etc.) $10,000 (District) $20,000 Word Fund$5,000$10,000$15,000 Total Project $35,000

13. 2014 Must support Rotary’s Mission Statement. Must deal with at least one of Rotary’s Areas of Focus. ROTARY GLOBAL GRANT REQUIREMENTS

14. 2014 Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development AREAS OF FOCUS

15. 2014 Must support Rotary’s Mission Statement. Must deal with at least one of Rotary’s Areas of Focus. Must be large enough to require at least $15,000 World Fund Match ($35,000 project minimum). At least 30% of project funding must come from outside the Host country. ROTARY GLOBAL GRANT REQUIREMENTS

16. 2014 Club cash will be matched by DDF on a 1:1 basis up to $10,000 per Club for approved projects. Project Description and Financing must be posted on the District Global Grants website. The project must be fully pledged to be considered for DDF. Projects will be evaluated quarterly, starting July, 2014, as long as there is DDF available. A Club may sponsor more than one Global Grant. Clubs can partner to create larger projects. DISTRICT 5340 GRANT POLICIES

17. 2014 FINDING A PROJECT

18. 2014 The best projects build on existing relationships and past successful projects. Consult with a “Friends of District ______” contact. Find new partners and projects on the District Global Grants website. Go to a Global Grant Fair Visit exhibitors at the RI Convention Involve your club members and board in the selection process. FINDING A PROJECT

19. 2014 GLOBAL GRANT “FRIENDS OF __________” DistrictCoordinator 3000, India (Tamil Nadu) Dee Doe Dee@kingsroadinc.com 4100, Mexico Bill Sparks bsleucadia@hotmail.com 4400, Ecuador David Ballesteros david.ballesteros@sdsu.edu 9211 & 9212, East Africa Philippe Lamoise philippe@lamoise.net 9370, South Africa Marty Rosenstein shamartr@hotmail.com 3400 (3420), Indonesia Kathleen Roche-Tansey roche-tansey@roadrunner.com

20. 2014 Before committing to a partnership with a new Host Club, correspond with the club and determine the timeliness and quality of their responses. Find out how much experience the Host Club has had with Global Grants. Contact the TRF Staff Person for the region of the project and make sure the Host District is Qualified, and that the Club has no delinquent projects. VETTING A NEW CLUB

21. 2014 Understand the needs of the community. Make sure the community is involved in planning and execution. Define Project Measurements and establish a baseline. Make sure there is a way to achieve Sustainability. Make sure that everyone understands the Stewardship requirements, particularly how the money is handled, and records are kept. CREATING A PROJECT

22. 2014 APPLYING FOR DISTRICT DESIGNATED FUNDS (DDF)

23. 2014 On the District’s Global Grants website: Submit the Project. Complete the Description in some detail. Include a preliminary budget. Discuss Measureability Discuss Sustainability On the Financing page, enter known pledges. Work to get the project fully pledged. APPLYING FOR DDF

24. 2014 http://www.matchinggrants.org/global DISTRICT GLOBAL GRANTS WEBSITE

25. 2014 Meets a well-defined significant need. Deals with a Rotary “Area of Focus” Efficiency (people served/$ DDF) Community involvement Rotarian involvement Sustainability Overall quality of proposal/planning Annual Fund giving EVALUATION CRITERIA

26. 2014 APPLYING FOR WORLD FUND MATCH

27. 2014 This is the second year of the new system and we’ve learned a lot. There are two challenges: Mastering the website Getting Grant approval – with the first draft! We have the information and tools to handle both challenges. THE CHALLENGES

28. 2014 Agree on a name for the project. Identify a Primary Contact person from each club. (Those people should be somewhat computer savvy, because they will be the only ones at the club level who can access the project.) Identify two additional members from each club to serve on each club's Project Committee. GETTING STARTED

29. 2014 www.rotary.org THE WEBSITE

30. 2014 GLOBAL GRANT FIRST STEPS

31. 2014 GLOBAL GRANT FIRST STEPS

32. 2014 APPLICATION

33. 2014 APPLICATION

34. 2014 The Grant Application Tool contains a series of questions that allows you to describe your project. We have found that there are a particular set of issues that are of most interest to the staff reviewers. Make sure you deal with the following six areas in a way that the reviewer knows you are doing it, and doing it well. THE APPLICATION

35. 2014 THE TOP 6

36. 2014 Keep it simple. Make it specific. More than one Area of Focus is not necessarily a plus. 6. AREA OF FOCUS SUPPORT

37. 2014 Describe how the local community was involved in assessing the need, and planning the project. 5. COMMUNITY INVOLVEMENT

38. 2014 Describe the role of both the Host and International Rotarians in conceiving, planning, and executing the project 4. ROTARIAN INVOLVEMENT

39. 2014 Show specifically what kinds of items will be purchased for the project. Provide for Overhead, Contingency and Project Measurement as allowed by the Terms and Conditions document. Do not include Needs Assessment. 3. THE BUDGET

40. 2014 Establish numerical goals that you can measure, and set baselines for those goals. You will be given suggested choices, depending on your Area of Focus. 2. MEASURABILITY

41. 2014 Show how the project will be self-sustaining, or benefits maintained after the Rotary money has been expended. 1. SUSTAINABILITY

42. 2014 Community: Needs and Strengths Materials & Technology: Local if possible Funding: Long term Knowledge: Training & Outreach Motivation: Incentives & Ownership Monitoring: For at least three years SIX PILLLARS OF SUSTAINABILITY

43. 2014 EXECUTING THE PROJECT

44. 2014 Set up Project Bank Account. Collect pledges. Send money to TRF using a Multiple Donor Form for each club contributing. Get special MOUs signed. Spend money on project only after TRF has transferred funds to the Bank Account. WHEN PROJECT IS APPROVED BY TRF

45. 2014 Applications for DDF and World Fund match can be entered into each system now. Evaluations for DDF will occur quarterly starting in July, as long as there is DDF available. From DDF approval to RI Application approval: six months. From RI approval to completion of fundraising: six months. An overdue project may lose its DDF allocation. Progress Report due every 12 months. Final Report due two months after project completion. TIMELINE FOR 2014-2015

46. 2014 REPORTING

47. 2014 A Progress Report is due 12 months after TRF funds are disbursed, and every 12 months thereafter. The Final Report is due two months after completion of project and includes an explanation of variances greater than 10%. Reports are submitted online through RI Member Access, completing the appropriate forms plus uploads. Bank statements for all expenses are required for both Progress and Final Reports. REPORTING

48. 2014 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. REPORT CONTENT

49. 2014 A late District or Global report will prevent the consideration of a Club for District Designated Funds (DDF). A late Global Grant report will prevent any approvals by TRF for that club. Too many late Global Grant reports within the district will prevent any action by TRF for any club. DON’T BE LATE!

50. 2014 You and your Host Club have completed your Global Grant Project. Now tell the world about it. Upload pictures and stories. Write a press release. Offer to do Club presentations Write an article for the Rotarian. CONGRATULATIONS!

51. 2014 RESOURC ES

52. 2014

53. Grant Management Manual Terms and Conditions for District and Global grants (More documents and links will be posted on the Rotary Foundation page on the district website.) TWO MAIN REFERENCES

54. 2014 Questions

55. 2014

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