District 5650Grant Management Seminar

April 11, 2015

Introductions & Housekeeping

• District Leadership Team• District Foundation Team• Attendee Introductions• Housekeeping

Today’s Agenda

• Club Qualification• 2015-16 DDF Funding• Types of Grants• Stewardship, Reporting• Breakout Discussions

QualificationClub Qualification process is simple:

•Signed Memorandum Of Understanding (signers are not required to attend GMS)• 2 members attend a Grant Management

Seminar (webinar future possibility)

• Not Delinquent with Reporting, Payment of Dues or Tax Returns

Terms of Qualification• Valid for one Rotary year• Entire club responsible• Disclose potential conflicts of interest• Proper use of grant funds• Timely grant reporting

Source ofGrant

Funding

2013-14

22014-152012-13 2015-16

SHARE Projects

yr

yr yr

Timeline

1Contributions

To APF(Annual Program Fund)

FundsInvested

Funds Invested

3

District Designated Funds 2015 – 2016 Program Year

Annual Programs Funds 2012-13: $92,664 Annual Programs Funds 2012-13: $92,664 50% of the funds available for 50% of the funds available for local grantslocal grants

DDF FundsDDF Funds World FundsWorld Funds

District GrantsDistrict Grants Global Grants Global Grants

$ 46,332 $ 46,332 $46,332 $46,332

carry over (est) $78,629carry over (est) $78,629

District Grants

Types of Grants

2015

Global Grants

Handout

Terms andConditionsfor District &Global Grants

District Grants

District Grants

• Local community projects• Relate to the mission of TRF• Include active participation of Rotarians• Project expenses may not be incurred prior

to approval• Award Criteria will include club’s past

contributions to TRF

District Grants

• Cannot repeat prior projects• Scholarships ineligible• Projects must be in District 5650• Must have designated bank account• Receipts required for all expenditures

District Grants Matching Funds

1:1 Club ContributionMin. club(s) contribution - $300 / club

– For multi-club projects, total minimum club contribution may be provided by any club(s)

Max. District match - $1,500 / club; if multi-club, $4,500 / application

District Grants Application Timeline

May 31, 2015 Last day to submit Applications

June 14, 2015 Committee reviews applications, submits Spending Plan to TRF for approval

July-Aug 2015 Grant approval notification; funds disbursed when Block Grant is received.

December 31, 2015 Interim report due

March 31, 2016 Project completion deadline

2014-15 District Grants

• $41,263 - available funds• $31,901 – funds requested• 25 projects submitted / 24 clubs• 3 projects submitted by District • Share Examples - discussion

Global Grants

Six Areas of Focus Peace and Conflict Prevention/Resolution

Disease Prevention and Treatment

Water and Sanitation

Maternal and Child Health

Basic Education and Literacy

Economic and Community Development

• Minimum Project Size $30,000• Minimum Match from TRF $15,000• Maximum Grant from TRF $200,000• Maximum Project Size Unlimited

Global Grant Basics

• Humanitarian Projects• Vocational Training Teams (VTT)• Global Scholarship

Note: A Global Grant can be a combination of any of these types of grants.

Types of Global Grants

• Align with one or more Area of Focus• Are Host Community driven• Exhibit good Stewardship of funds awarded• Provide a Long Term Benefit - Sustainable• Include active Rotarian participation• Are measurable

Fund Large-Scale Activities:

Vocational Training Teams• Rotarian Team Leader and members with a

minimum work experience in Area of Focus• Provide professional training• May support travel of multiple teams• Must align with Area of Focus • Duration of trip flexible

• Graduate-level coursework• 1 to 4 academic years• Study in an Area of Focus• Further the mission of TRF• Applicant must provide proof

of admission

Global Grant Scholarships

Global Grant Funding Club contribution $10,000District contribution $10,000(Match 1.00 / 1.00)

TRF World Fund match $15,000(Match: Club .50 / 1.00; District 1.00 / 1.00)

Total Grant Amount $35,000

Application deadline: August 31, 2015

THE ULTIMATE

REFERENCE

Eligibility GuidelinesGrant funds must not be used for:

• New construction of habitation structures • Purchase of land or buildings• Cooperating organization expenses• Personal benefit• Duplication of TRF or Rotary program• Reimbursement of existing project• Excessive support of any one beneficiary

See Grant Management Manual for full list

• The capacity for maintaining outcomes long-term to serve the ongoing needs of a community after grant funds have been expended.

• Optimal use of local resources.

• Prepare community for transition.

Sustainability

StewardshipThe responsible management and oversight

of grant funds, including:

1. Rotarian supervision of project2. Standard business practices3. Reporting of irregularities to TRF4. Implementing projects as approved5. Financial records review6. Timely submission of reports

• Separate account(s) must be established for Rotary grants

• Payment will only be submitted to a bank account specifically for the project

• Project account name should be easily identifiable by club and project

Bank Accounts

Report online:

• Progress Reports are due at least every 12 months for the life of the project

• Final Report is due within two months of the project’s completion

Document Retention – 5 years

Reporting Timeline

Prior Global Grants

• Sudan water project $115,500• Zambia water/agriculture $117,000• Afghanistan education $ 38,500• Nicaragua deaf children $ 33,750• India eye glasses $ 33,750

District 5650 website: www.rotarydistrict5650.org

Grant Management Manual: www.rotary.org/en/global/docs/grant_management_manual_en.pdf

Grants Education rotary.org/grants

The Rotary Foundation Kenneth Waterbury Grants Officer The Rotary Foundation Phone: 847-866-3322 Email: kenneth.waterbury@rotary.org

RESOURCES

Seminar Evaluation

Thanks for all You do for Rotary and

The Rotary Foundation