1. WASH Rotary Grants District 5450 WASH Global Grants 1 Presented by Carolyn Schrader

2. WASH Rotary Grants  Club Qualification  Preparation  Funding  Project Development  Grant Writing  Administration and Reporting 2

3. WASH Rotary Grants  Club Qualification 3

4. WASH Rotary Grants Qualification Requirements Grant management seminar—grant champions should attend Club memorandum of understanding: understand this document Club current on IRS filings All Grant Reporting Current 4

5. WASH Rotary Grants Additional Requirement effective 2015-16 Club must meet, in previous Rotary year, minimum $50 per capita giving to TRF Giving to Annual Fund only Special rules for new/ Satellite Clubs Club can track through monthly District reports 5

6. WASH Rotary Grants Maintaining Qualification Club must re-qualify each year to sponsor a new Grant Follow terms of club MOU Appoint club member/committee to manage club qualification Fully implement stewardship practices to prevent misuse of funds 6

7. WASH Rotary Grants WASH Global Grants  Club Qualification  Preparation 7

8. WASH Rotary Grants WASH Global Grants  Partnership Clubs  Host Club Responsibilities  Likely Manage funds  Oversee project  Keep Int’l Club informed  Choose your Host Partner well 8

9. WASH Rotary Grants WASH Global Grants  Your implementing partner:  An NGO or similar organization  Can be a partner, but  The Rotary Clubs must be in charge:  Control the funds  Oversee the implementation 9

10. WASH Rotary Grants WASH Area of Focus Results  Equitable access to safe water, improved sanitation and hygiene.  Enabled communities that can develop own systems  Enhanced awareness of the benefits of clean water and sanitation 10

11. WASH Rotary Grants WASH Area of Focus Outputs  Access to safe drinking water  Access to improved sanitation/hygiene  Community management of systems  Watershed management  Food security plans based on water  Water for production: farming, cattle. 11

12. WASH Rotary Grants 12 Needs Assessment  Host Club should conduct assessment  Choose a project that is doable and eligible for Rotary funds  Evaluate community resources and integrate them in the project  Include the community in the planning

13. WASH Rotary Grants 13 Sustainability Sustainable projects have continued impact after the funds are spent. They:  Meet community needs  Develop community ownership of the project to create long-term change  Make optimal use of local resources  Increase capacity in assets and knowledge

14. WASH Rotary Grants 14 Sustainability Questions  What do you need and how can we help you?  What is necessary to meet the need? What can you do? How can we help you?  How can we make it last? New skills? Ways to generate income to support the project Other resources?

15. WASH Rotary Grants  Club Qualification  Preparation  Funding 15

16. WASH Rotary Grants DDF for Global Grants  $10,000 maximum DDF for each Club  Maximum per project: $10,000 if one Club; $12,500 if two Clubs, and $15,000 for three or more Clubs 16

17. WASH Rotary Grants 17 Global Grant Financing  DDF matched 100% from TRF  Cash matched 50% from TRF  Non-Rotarians also matched by TRF  Up to a 3 ½ to 1 match  Minimum project: $35,000

18. WASH Rotary Grants 18 Minimum Budget Project: Water and Sanitation 5450 Clubs Funding $10,000 Host Club Funding $ 0 District Match (DDF) $10,000 Rotary Match $15,000 Total Project $35,000

19. WASH Rotary Grants  Club Qualification  Preparation  Funding  Project Development 19

20. WASH Rotary Grants 20 Project Development  Form a three-person grant committee  Assign responsibilities  Develop an implementation plan  Create a budget  Establish a document retention plan  Disclose potential conflicts of interest

21. WASH Rotary Grants 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) 21

22. WASH Rotary Grants 22 Setting Goals  Measurable  Sustainable  Qualitative (descriptive)  Quantitative (numeric)  Identify baseline data source

23. WASH Rotary Grants 23 Creating a Budget  Realistic  Competitive bidding  Can include 10% for project management  Can have 10% contingency  Up to $500 for project signage

24. WASH Rotary Grants 24 Setting Up Grant Account  RI prefers Grant Account in project country  Need strong argument for keeping funds in the US  International Club can still be involved in overseeing payments

25. WASH Rotary Grants  Club Qualification  Preparation  Funding  Project Development  Grant Writing 25

26. WASH Rotary Grants Grant Writing  Global Grant applications are submitted online  District 5450 requests a Pre-Application for review  Pre-app includes the same questions as in the on-line application 26

27. WASH Rotary Grants District 5450 Review Process  Pre-Application to District for review first  Work jointly with District Grant Advisor to meet TRF requirements  Pre-Application form and Grant Advisor contacts on the District 5450 website 27

28. WASH Rotary Grants 28 Applying for Global Grants  Online application  Rolling deadline  Project Rotarians must be identified  Clubs must be qualified for authorization

29. WASH Rotary Grants Global Grant Application  Identify community needs Reference community assessment  Describe activities and outcomes  Connect project to an area of focus  Show how Rotarians will be involved 29

30. WASH Rotary Grants Global Grant Application  Detailed plan and budget  How activity is sustainable  How outcomes will be measured  How you will provide Evaluations 30

31. WASH Rotary Grants Global Grant Application  Contact RI Grant Advisor about any concerns  RI Grant Advisor will assist you  Get written documentation of all D5450 Clubs’ cash and DDF  Decide whether contributions will go to TRF or direct to the Grant Account 31

32. WASH Rotary Grants Global Grant Application Cash Payments  If cash payments are made to TRF:  5% processing fee  Donor will get Paul Harris credits  If cash payments are made direct to Grant Account:  No processing fee  No Paul Harris credit 32

33. WASH Rotary Grants Global Grant Application Once application is submitted  RI Grant Advisor will communicate with sponsors on points of clarity or required changes  Applications go through double review at RI  Sustainability is key concern 33

34. WASH Rotary Grants  Club Qualification  Preparation  Funding  Project Development  Grant Writing  Administration and Reporting 34

35. WASH Rotary Grants Finances and Recordkeeping  Separate Club Bank account for each grant  Receipts for all expenditures  Detailed ledger  Five year retention; can be electronic  Accessible to Club members 35

36. WASH Rotary Grants 36 Global Grant Reports On line reporting  Progress reports  First due within 12 months of payment  Prudent to accelerate first report  Document progress to date  Show spending for receipted expenses

37. WASH Rotary Grants 37 Global Grant Reports: Frequency  Progress reports  Within 12 months of first payment  Every 12 months thereafter  Final report within 2 months of completion  Reports require bank statements

38. WASH Rotary Grants 38 Global Grants  Material on District website  Rotary5450.org  Under Grants  More information on Rotary website www.rotary.org www.rotary.org  In My Rotary  Under The Rotary Foundation, or  Learning and Reference

39. WASH Rotary Grants Thank you 39