District Grants Management Seminar

1. District Grants Management Seminar Innovative Ways to Transform Lives

2. Five Concepts of Rotary Grants to Change Lives • Compassion • Passion • Story • Friendships • Team

3. First Steps Are Easy • Write one-paragraph summary • Write one-page summary • Find a picture that “tells the story” • Ask for help and advice at idea stage • Talk to us on district grants team about your ideas and dreams • Find Rotarian who has done similar work

4. Grants Team Here to Help • Grants team will help you achieve goal • Assign a mentor to help your project • We want your club to succeed • We’ll celebrate success with you and survive challenges together • We’ll give you tools such as Word template for writing first draft of grant • You still have to do the work

5. District Grants up to $3,000 • In 2013-2014 District Grants will fund: • 96% Local projects • 4% International projects • Budget is $80,142 up from $39,613 • Managed by our district • Average grant award was $2,500 • Group Study Exchange was $13,000

6. Easy to Use District Grants • Rotary Club Applies annually • Less red tape • Should be innovative & creative • Local decisions • Club matched by district funds • Combine with major club project and other civic groups to increase scope

7. Make Major Impact Quickly • Fastest way to complete a small local or international project • Find real need in community & fill it • Ask community leaders what is needed • Can we help children and families? • Can we impact economy/jobs in positive way? • Project should be original and creative

8. District Projects This Year • Economic development – jobs, mentoring, help from domestic violence & homelessness • Education & Literacy – reading programs, desks for Costa Rica School, adult education • Hunger –food pantries, meals, gardens and composting and school “back pack” programs • Community development – playgrounds, walking trails, town revitalization, sewers, and landscaping projects

9. District Grants Next Year • Application is online at rotary7570.org • Rough draft by Presidents Elect Training • Deadline is April 15th • Want clubs in all areas to apply • Two-page easy application form • Goal to receive funds by August 2014

10. Can you see a District Grant?

11. Key Partners on a District Grant • City and County government • Parks & Recreation department • Civic organizations • Churches & other faith based groups • Rotary Clubs that are close to home • Interest groups such as friends of rivers • Activists in 20’s & 30’s who want hands-on projects

12. Does it have a sign?

13. Start Early & Take Photos • Start project with club match as soon as grant is approved • Take photos of project and post them on: • Club website, Email, Facebook & Twitter • District and club newsletters • Local newspaper and TV • Don’t forget to include them on final report! • Get the final report done quickly

14. Get District Project Done! • Can’t get next grant without closing grant from two years ago (2012-2013 projects) • 50% of Project Reports are due May 2014 • 100% of Project Reports due May 2015 • Scan or photograph and keep receipts • Final report due two months after completion • Need your help to close your project to be able to apply for next year’s grant

15. Global Grants are BIGGER! • Minimum project budget is $30,000. • Minimum match by foundation is $15,000 • Align with one of the six areas of focus • Sustainable or longer-term Impact of grant • Grant managed by Rotary Foundation • International in scope

16. Key Groups in Global Grant • International Partner Club – our club • Host Partner Club – foreign Rotary Club • Funding Clubs in our area or district • Rotary Foundation country coordinator • Partner with US and international Rotarians • Governmental organizations • Charitable organizations • Churches and other faith based groups

17. Grants Designed Jointly to Fund Win-Win Projects • Needs to be win-win project designed jointly with the host club • Respond to real needs identified locally • Designed so the community can help itself • Active Rotary Involvement & Partnerships • Good communication is key

18. Host Partner Rotary Club Has Good Ideas! • It is their hometown and home country • Know the needs of their community like we do in America • It is a requirement of Rotary Foundation • It makes sense • Americans don’t have all of the answers • Takes time to build friendships and goodwill with host Rotarians

19. Global Grant Funding • Contributions from Various Clubs $ 8,600 • District Match ($1:$1) $ 8,600 • Rotary Foundation Match • Match of Club Funds ($.50:$1) $ 4,300 • Match of District Funds ($1:$1) $ 8,600 Total Funding $ 30,100

20. A lot of money available … • Few global grants submitted this year • Other districts will want to join our projects with lot of funding • You can lead and inspire Rotarians • Mentor and encourage new projects • Be willing to ask for the money

21. Grant Management • Ensure proper financial controls • Adhere to superior technical standards • Meet the needs of the beneficiaries • Fulfill “our” objectives • Safeguard Rotary funds • Do good in world • Build friendships

22. New! Club Qualification • Attend Grant Management Seminar Training • Sign Memo of Understanding • Be good steward • Show results • Be current on all reports • Only needed on Global Grants

23. Talk to Everyone. Get ideas and buy-in across community leaders Trust local knowledge & ways of working Choose a project that is based on the community’s need over the long-term Assess your club’s resources and availability and its potential partners to meet the need Needs Assessment

24. Form a six-person grant team Assign roles Determine primary contacts Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan Identify cooperating organization to help Project Planning

25. Use implementation plan Lasts long after money is gone Evaluate results of grants Tell story of good and bad Talk all the time to Rotary partners via cell phone, email, texting, calling cards, & Skype Successful Grant Projects

26. Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups Principles of Sustainability

27. Creating a Budget • Realistic & Usable • Competitive bidding • Reasonable prices • Disclose conflicts of interest • Need More Clubs to Fund Project Now

28. Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Following standard business practices Report financial problems to Rotary Foundation Implementing projects as approved Financial records review Timely submission of reports Stewardship

29. First Step is to use Word & Excel Templates Get feedback from Grants Team Next step is to submit grant application through Rotary member access Must involve two or more Rotary Clubs District must confirm club is qualified Applying for Global Grants

30. ProjectImplementation“You can do it, now!”

31. Do Good Job & Evaluate It • Talk with partners • Manage finances • Follow the plan • Achieve “our” goals • Ask for receipts and keep record • Evaluate during project and improve • Celebrate and promote successes

32. How both Rotary Clubs were involved Type of activity: humanitarian project, scholar, vocational training team Evaluation of project goals and how funds met the goals of the area(s) of focus How funds were spent Number of beneficiaries and how they benefited Global Grant Reports Content

33. Handouts Look on our district web site for links to handouts. • Club Memorandum of Understanding • Today’s PowerPoint on district web site. • Application for District Grant (being revised) • Grant Management Manual Thank You for All You do for Rotary and the World!