Effective Management of Global Grants
Transcript of Effective Management of Global Grants
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Effective Management of Global Grants
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GLOBAL GRANTSLarge, long-term projects
International partnership
Alignment with areas of focus
Sustainable, measurable outcomes
World Fund match
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Outline
• Planning• Proposal Process• Financing• Application Process• Implementation• Reporting• Public Image
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TITLE | 4
Planning
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Key Elements of Effective Global Grants
• Partners - (primary host sponsor) and (primary international sponsor). – Passionate & Committed 1. active participation of Rotarians, in the host and
international sponsor club or district. 2. Specific tasks assigned both host & international– Approved by their District Qualified– Experienced – Establish 3 person grant
committee to oversee the application, implementation, and reporting processes
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Key Elements of Effective Global Grants
• Meets Community Needs – Assessments / Visits– Measurements / Data
• Financing / Commitment– Host & International Partners– Cooperating Organizations
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NEEDS ASSESSMENT
Conduct thorough assessment of community needs and strengths
Talk to community members directly
Start with needs assessment rather than project plan
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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
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AREA OF FOCUS APPENDIX CReview areas of focus policy statements
Identify most appropriate area of focus based on needs assessment
Design project based on identified area of focus
Ensure that all project activities relate to the area of focus goals
Refer Appendix C
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DETAILED PROJECT PLAN
Provide detailed project implementation
plan
Involve beneficiaries in project design
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ROTARIAN INVOLVEMENTProvide detailed list of tasks for host and international Rotarians
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SUSTAINABILITY
Clearly explain specific sustainability components
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STEPS TO SUSTAINABILITY
Sustainability means different things to different organizations.
For Rotary, sustainability means providing long-term solutions to community needs that the beneficiaries can maintain after grant funding ends. Here are six steps that can make your project sustainable:
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STEPS TO SUSTAINABILITY
Have local sponsors conduct a thoroughassessment to identify a communityneed that the sponsors can address in away that fits beneficiaries’ values andculture. Involve multiple communitypartners in the planning process.
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STEPS TO SUSTAINABILITY
Purchase equipment and technology fromlocal sources when possible. Be sure thatspare parts are readily available. Involvecommunity members in the selection oftechnology and equipment, and train themto operate, maintain, and repair it on theirown.
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STEPS TO SUSTAINABILITY
Confirm the existence of a local fundingsource to support a project’s long-termoperation, maintenance and repair.Compensate the project’s suppliers andvendors appropriately so they will havean incentive to continue providingservices.
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STEPS TO SUSTAINABILITY
By providing training, education, andcommunity outreach you will strengthenbeneficiaries’ ability to meet projectobjectives. Confirm that there is a plan inplace to transfer knowledge to newbeneficiaries.Collaborate with local agencies andorganizations to supply needed expertise.
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STEPS TO SUSTAINABILITY
Provide incentives for beneficiaries andproject participants to continue theirsupport. Identify individuals willing tolead beneficiaries in sustaining projectoutcomes. Prepare the community toassume ownership of the project oncegrant funds are expended.
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STEPS TO SUSTAINABILITY
Develop clear and measurable projectobjectives, and identify methods forcollecting project data.
Establish baseline data that can be usedto demonstrate significant change for atleast three years..
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Proposal Process
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Proposal Steps
• Club / Committee Communication– Interest– Plans / Outline– Proposal Brief
• Review / Assistance• District Approval
– Club qualification & MOU– DDF allocation / budget
• Proceed to Online Grant Tool
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Financing
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$1,000 contribution
$500
Up to $250for District Grants
• 1:1 match of World Fund to DDF for Global Grants
•DDF and World Fund can also support PolioPlus or Rotary Peace Centers
$500
• Graphic does not include DDF generated by Endowment Fund-SHARE spendable earnings.
• Unused DDF will roll forward.• 5% of the contribution is earmarked to cover operating expenses if
investment earnings are insufficient, or to fully fund the operating reserve (up to three times annual operating expenses).
SHARE SYSTEMEffective 1 July 2015
Earmarked
World FundDistrict Designated Fund (DDF)
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TITLE | 24
5% CASH CONTRIBUTIONS FOR GLOBAL GRANTS
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THE ROTARY FOUNDATION FUNDING MODEL | 25
FINANCING
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THE ROTARY FOUNDATION FUNDING MODEL | 26
Application
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GLOBAL GRANT APPLICATIONApplications submitted online: www.rotary.org/grants
No application deadlines
Submit applications at least 90 days prior to travel
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BUDGET
Provide detailed budget
Include vendor information and explain how vendors were selected
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TRAINING INFORMATION
Include detailed information for each training opportunityFrequency
Curricula
Target audience (specific beneficiaries, adults vs. children, etc.)
Trainer
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MEASUREMENT AND EVALUATION
Include specific information on Measurement and Evaluation – Refer Appendix D
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COOPERATING ORGANIZATION MOU
Include MOUs for each cooperating organization
Refer Appendix E
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COMPLETE APPLICATION
Complete the entire application!
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RESOURCESwww.rotary.org/myrotary/grants
Grant Management Manual
Online application process aide
Learning Center
Rotary Support Center
Grants staff
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Implementation
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Project Implementation
• Checklist Items• Bank Accounts / Payments• Host Club Committee
– Provides detailed plan & schedule– Provides updates and progress reports– Sends pictures – Int’l Club reports to partners– Public image campaign
• Host & Int’l Partners Manages
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Reporting
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When / What / How?
• Changes to budget• Changes to scope• Changes to project management• 12 month progress• Final, 60 days after final expendituresHow..• Email to TRF Grant Coordinator
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Public Image
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Public Image Ideas
• Project Blog / Share and distribute link• Social Media• Newsletters: Club/District/Zone• Rotary “Voices”… submit to [email protected]• Rotary “Showcase”… www.myrotary.org
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Effectively Managing Global Grants
Planning Proposal Process Financing Application Process Implementation Reporting Public Image