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5790 DISTRICT GRANTS

Applying for and Implementing a District Grant

Dan Steele dsteelerotary5790@gmail.com

(940) 328-59032020-21

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Grant Management Training

Ensures that projects:

• have proper financial control

• adhere to technical standards

• meet the needs of the beneficiaries

• fulfill their objectives

• safeguard funds

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MOU Compliance Implementation Plan

1. Club Qualification

2. Club Officer Responsibilities

3. Financial Management Plan

4. Bank Account Requirements

5. Report on Use of Grant Funds

6. Document Retention

7. Report Misuse of Grant Funds

Club Memorandum of Understanding (MOU)

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Successful District Grant Projects

• Meet community needs

• Include frequent partner communication

• Have implementation plan

• Maintain proper stewardship of funds

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• Stewardship is the responsible management and oversight of grant funds, including:

• Rotarian supervision

• Financial records review

• Oversight of funds

• Reporting irregularities

• Timely submission of reports

Stewardship

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• Valid for one year

• Club responsibility for grant funds

• Disclose conflicts of interest

• Cooperate with all audits

• Use grant funds properly

• Implement the club MOU

Terms of Qualification

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•Administered by the District, not Rotary International

•Short term service projects

•Address immediate needs at home or abroad

Characteristics of District Grants

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TYPES OF ACTIVITIES

• Service Projects

• Scholarships

• Vocational Training

• Youth Services

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CRITERIAClubs must be qualified:

• All Dues ( RI and District) and 990 IRS filing are Current

• Club cannot have any district grants open from prior years.

• Two people from the club must participate in District Grant Certification Training

• Memo of Understanding and addendums – Signed by President and PE

• Clubs must enter 13 of 25 goals in Rotary Club Central including The Rotary Foundation goals.

• Regular support of the TRF annual fund

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• Clubs can receive one or more District Grants up to their DDF for the first grant consideration on September 1; additional opportunities might be available if grant funds are available for the November 1 and February 1 grant consideration.

• Strongly recommend that the club have a Foundation Chairman

• Do not have to support the 6 “areas of focus”

• Clubs must have uploaded to http://www.matchinggrants.org/district website a

• Memorandum of Understanding (MOU),• Your most recent 990 filing to the IRS and • Your Goal Report from Rotary Club Central prior to submission.

• The grant application must be digitally signed before the grant committee will consider the grant.

A. GRANTS CONSIDERED ON SEPTEMBER 1, 2020

Each club will be guaranteed DDF (District Designated Funds) up to 25% of their APF (Annual Program Fund) giving for the 2017-18 Rotary year on the Share Contribution Detail report for 2021 for the September 1 grant consideration date.

Clubs not applying by this date will be considered for the November 1, 2020, award date.

Grants considered in November will be based on funds available, with priority given to the club’s giving history.

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B. GRANTS CONSIDERED ON NOVEMBER 1, 2020

Matching District Grants up to the amount of $ 750-for club giving a three-year average per capita between $0- $50

Matching District Grants up to the amount of $ 1500 for clubs giving a three-year average per capita between $ 51- $ 99

Matching District Grants up to the amount of $2500

for clubs giving a three-year average per capita between $ 100-$199

Matching District Grants to be determined by the Grants committeefor clubs giving a three-year average per capita above $ 199

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If any funds remain, the next submission window ends November 1, 2020

If any funds remain, the next submission window ends on February 1, 2021

APPLICATION

Online Only Application window starts today

Applications accepted until September 1 for DDF guarantee

Second round of awards if funds are available November 1

Third round of awards if funds are available February 1

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APPLICATION DEADLINES

Application should be submitted online at: http://www.matchinggrants.org/district as early as possible in the submission window up to the end of August prior to the September 1st deadline.

(September 1, 2020 is the initial date for grant approvals)

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http://www.matchinggrants.org/district/

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http://www.matchinggrants.org/district/

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http://www.matchinggrants.org/district/

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http://www.matchinggrants.org/district/

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http://www.matchinggrants.org/district/

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http://www.matchinggrants.org/district/

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http://www.matchinggrants.org/district/

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Forms

Go to www.rotary5790.org Foundation/District Grant Menu tab for the following forms:

2020-21 District Grant Highlight Form2020-21 District Grant MOU Form2020-21 District Grant Checklist2020-21 District Grant Final Report

PAYMENT OF FUNDS

Clubs must request funds via

dsteelerotary5790@gmail.com

when they are ready to do the project.

Payments will be made from

September 1, 2020 to April 30, 2021

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REPORTING ONLINE ONLY

Use the Grants Checklist!

Clubs submit final report 30 days after the completion of the project.

(Final report deadline May 31, 2021)

Report needs to include:• Completed Final Report form

• All receipts, cancelled checks, bank statements, letters from non-profit partners for the total project and pictures of the project

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PREPARING AND SUBMITTING A DISTRICT GRANT REPORT

Please note the following required from the clubs (Use the Checklist)

1. A completed final report with all necessary signatures and dated form.

2. A detailed listing of all monies spent (Date purchased, check number, payee, payer, purpose of expenditure and date of delivery if applicable)

3. A copy of cancelled checks and bank statements showing payment.

4. A copy of all invoices with appropriate dates.

5. Proof of payment must accompany all receipts, and the Rotary club is to be the payer on all checks written.

6. In the instance of checks being written to other non-profit organizations, a letter from that organization stating the amount, date of gift, and purpose for which the funds will be used.

7. Scholarship monies cannot be written to individual students. The monies must be issued to the college or institution of higher education. Documentation showing that the student is enrolled is required.

8. Invoices that are not marked paid, with check number, dated and signed are not document of funds spent.

9. No project is to benefit any Rotary club or Rotarian

10. The club shall have a procedure for retaining documentation of all grant information(The district provides this through the Matchinggrants.org website)

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THANK YOU

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Questions?