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District 6360 Grant Management Seminar

District 6360 Grant Management Seminar. Purpose. Understand how to manage a Rotary Foundation grant Learn stewardship expectations Prepare clubs to implement the MOU Qualify clubs to receive grant funds. District 6360 2013-2014 Rotary Foundation Committee Structure. District Governor

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District 6360 Grant Management Seminar

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  1. District 6360 Grant Management Seminar

  2. Purpose • Understand how to manage a Rotary Foundation grant • Learn stewardship expectations • Prepare clubs to implement the MOU • Qualify clubs to receive grant funds

  3. District 63602013-2014 Rotary Foundation Committee Structure District Governor Terry Allen Lakeshore Committee Chair Teresa Milliman Delta-Waverly Grants Subcommittee Cheryl VanderVeen Cereal City Sunrise Polio Plus Subcommittee Ed Foster Charlotte Fundraising Subcommittee Harold Mondol Lansing Dewitt Sunrise Stewardship Subcommittee TBA

  4. Review:Rotary Foundation Basics

  5. The Rotary Foundation:How the money works

  6. Foundation Funding Annual Fund Contributions SHARE System Contributions Endowment Fund Spendable Earnings PolioPlus Fund

  7. Why a new grants model?

  8. New Grant Model: • Global grants • District grants • Packaged grants

  9. Grant Management • Ensures that projects • Have proper financial control • Adhere to technical standards • Meet the needs of the beneficiaries • Fulfill their objectives • Safeguard funds

  10. Successful Grant Projects • Meet community needs • Include frequent partner communication • Have implementation plan • Are sustainable • Maintain proper stewardship of funds

  11. Stewardship • 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

  12. Qualification Requirements • At least two club members attend a grant management seminar annually • Agree to club memorandum of understanding (MOU) • Submit a signed club MOU and District addendum

  13. Terms of Qualification • Valid for one Rotary year • Club responsibility for grant funds • Disclose conflicts of interest • Cooperate with all audits • Use grant funds properly • Implement the club MOU

  14. District 6360 Global and District funds for 2013-2014 • In 2010-11, contributions = $152,424

  15. District 6360 Global and District funds for 2013-2014 • In 2010-11, contributions = $152,424 • $76,212 to World Fund and $76,212 to District

  16. District 6360 Global and District funds for 2013-2014 • In 2010-11, contributions = $152,424 • $76,212 to World Fund and $76,212 to District • District-controlled funds split as follows:

  17. District 6360 Global and District funds for 2013-2014 • In 2010-11, contributions = $152,424 • $76,212 to World Fund and $76,212 to District • District-controlled funds split as follows: Global Fund: 50% = $38,106 Can be used for: Global matching grants World Peace Scholars Global Scholars Vocational Training Teams Polio

  18. District 6360 Global and District funds for 2013-2014 • In 2010-11, contributions = $152,424 • $76,212 to World Fund and $76,212 to District • District-controlled funds split as follows: Global Fund: 50% = $38,106District Fund: 50% = $38,106 Can be used for:Can be used for: Global Matching Grants Club projects (community and international) World Peace Scholars Local contingency fund Global Scholars Scholarships Vocational Training Teams Vocational Training Teams Polio Polio

  19. $152,424 $ Earnings used for administrative costs 2010-11 2011-12 2013-14 $76,212 $76,212 50% to District 50% to World Fund Matching Grants Packaged Grants Peace Fellows Polio+ $38,106 $38,106 Up to ½ to District Grants At least ½ to Global Grants Grant Distribution Example ANNUAL FUND GIVING -- SHARE 2012-13

  20. Designing a Project

  21. Learning Objectives • Identify best practices for designing a project • Develop a plan to implement your project • Understand how to create measurable goals

  22. Successful Grant Projects Real community needs Frequent partner communication Implementation plan Sustainable Proper stewardship of funds

  23. Needs Assessment • Base project on the community’s need • Assess resources of your club and potential partners • Talk to the community

  24. Partners • RI Convention • Project fairs • LinkedIn • Matchinggrants.org/global • International meetings • Rotary Showcase / Facebook

  25. Project Planning • Form a three-person grant committee • Assign roles • Implementation plan • Budget • Contingency plan • Document retention plan

  26. Creating a Budget • Realistic • Competitive bidding • Reasonable prices • Disclose conflicts of interest

  27. Setting Goals • Measurable • Sustainable • Qualitative (descriptive) • Quantitative (numeric)

  28. Setting Goals • Gather baseline data • Set goals • Determine method of measurement

  29. Applying for and Implementing a Grant

  30. Learning Objectives • Write a successful grant application • Understand grant financing • Discuss the importance of evaluation

  31. Rotary Foundation Grants • Global grants • District grants (block grants) • District Community Grants • District International Grants • Packaged grants

  32. District vs. Global Grants:a comparison

  33. District vs. Global Grants District Grants Global Grants Funding: Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000. World Fund match of 1:1 for DDF, and 0.5:1 for cash. Awarded by TRF. • Funding: • District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects. • No World Fund match. • Awarded to District by the TRF. District distributes funds to clubs.

  34. District vs. Global Grants District Grants Global Grants Partner: International Rotary partner and host partner, both must be qualified. Scope or Vision: Must align with at least one of the six areas of focus. Long-term, sustainable, measurable. • Partner: • No partner required, can be local or international, District and Club must be qualified. • Scope or Vision: • Must be related to TRF’s mission. • Short-term, one-time, smaller in scope.

  35. District vs. Global Grants District Grants Global Grants Activity Type: Educational, vocational, or humanitarian. Planning: Longer planning process. Involvement: Active Rotarian participation. • Activity Type: • Educational, vocational, or humanitarian. • Planning: • Shorter planning time. • Involvement: • Active Rotarian participation.

  36. 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

  37. Rotary FoundationFamily Feud!

  38. Global Grants

  39. Applying for Global Grants • Two-step application process online • Meet goals of area of focus • Be sustainable • Involve Rotary clubs in two districts • Must have international Rotary partner • Minimum budget of US$30,000 • District confirms club is qualified

  40. 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

  41. Sustainable Projects • Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended

  42. Application

  43. Why Change? • Simplify

  44. Why Change? • Centralized • Simplify

  45. Why Change? • Centralized • Simplify • Maximize Impact

  46. Global Grant First Steps

  47. Applying for Global Grants

  48. Applying for Global Grants

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