TRF Global Grants District 5470

1. TRF Global GrantsDistrict 5470

2. Rotary Foundation Grants • District grants • Global grants • Packaged grants

3. Successful Grant Projects Areas of Focus Real community needs  Needs assessment Frequent partner communication Implementation plan Sustainable Proper stewardship of funds Measureable goals Proper stewardship of funds

4. Proposals • Multi-step process: • Submit a brief proposal to D-5470 Global Grants Committee • Submit short online proposal to TRF. The proposal should provide an overview of the grant activity's objectives and demonstrate how the activities fit within an area of focus. This process is designed to increase the acceptance rate of grant applications.  • If accepted submit more detailed online application. - changed

5. New global grants application process • The proposal requirement for global and packaged grants has been eliminated for the full launch of the new grants model. • The proposal is being replaced with a tutorial called First Steps to help Rotarians understand the basic requirements of global and packaged grants before they apply.

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

7. Application • Rotarians will submit an online application that provides the Foundation with more detailed grant activity and budget information. • (Depending on the award amount or complexity of the project, the Foundation may request additional details.) Applications requesting a World Fund award (match) of more than US$100,000 will be reviewed by the Trustees quarterly. The following dates will be used to determine at which Trustee meeting applications will be reviewed:

8. Global Grant Conditions • Activities must be sustainable  and measurable. • Activities should stem from real community needs. • Global grants must be sponsored by two Rotary clubs or districts. • Both partners must be actively involved in the planning and implementing of all global grants.

9. 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

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

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

12. Funding • The minimum award amount from the World Fund for a global grant, regardless of activity type, is US$15,000, which results in a minimum total financing of $30,000. • Maximum TRF award is $200,000.00

13. Global Grant Financing • DDF matched 100% with World Fund • Rotary Club cash contributions matched 50% with World Fund • Non-Rotarian cash contributions (not sent to or matched by the Foundation)

14. Sample Grant Funding • ContributionsRotary Foundation Match • District 5470 Designated Funds (DDF): $ 10,000.00 ----- $10,000.00 • Rotary Club “A” Funds: $ 5,000.00 ------ $ 2,500.00 • Rotary Club “B” Funds: $ 5,000.00 ----- $ 2,500.00 • Cooperating Organization Funds: $ 1,000.00 ---- $ 0.00 • $ 21,000.00 + $ 15,000.00* = • $ 36,000.00* (Project Funding) • *Satisfies Minimum Match of $15,000.00 and Minimum Project Total of $30,000.00

15. GLOBAL GRANT FUNDING TEMPLATE

16. Financing Guidelines Cash contributions must come from orbe raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor

17. Global Grant Reports: Frequency • Progress reports • Within 12 months of first payment • Every 12 months through the life of the grant • Final report within 2 months of completion

18. Global Grant Proposal Form

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

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

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

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

23. Applying for and Implementing a Grant

24. 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

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

26. Community Needs/ Strengths Funding Knowledge Motivation Materials/ Technology Monitoring/ Evaluation Have local sponsors conduct a thorough assessment of the community’s needs to identify a need that sponsors are able to support and that meets beneficiaries’ needs and fits their values and culture. Involve multiple community partners in the planning process. Purchase equipment and new technology from local sources, when possible. Ensure spare parts are readily available. Involve community members when selecting technology or equipment, and train them to operate, maintain, and repair it on their own. Develop clear and measurable project objectives, and identify methods for collecting project data. Establish baseline data for evaluation capable of demonstrating significant change for at least three years. Confirm local funding source to provide long-term operation, maintenance, repair, and project longevity. Compensate project participants appropriately for their work to ensure continuity of services. Provide training, education, and community outreach to strengthen beneficiaries’ capacity to meet project objectives. Confirm that recipients have a plan to transfer knowledge to new beneficiaries. Collaborate with local agencies/ organizations to supply expertise, as needed. Provide incentives for beneficiaries and project participants to continue ongoing support. Identify personnel willing to lead beneficiaries to sustain project outcomes. Prepare the community to assume ownership of the project once global grant funds are fully expended. Developing Sustainable Projects Sustainability means different things to different organizations. For The Rotary Foundation, sustainability means providing long-term solutions to community needs that the benefiting community can maintain after grant funding ends. Global grant projects must be sustainable and display the following characteristics: Planning Implementation Reporting Global Grant Timeline

27. Handout included in packet

28. Global Grant First Steps

29. Application

30. Implementation • Communication • Financial management plan • Recordkeeping • Following original plan

31. Evaluation • Assists with reporting • Improves future projects • Based on goals • Ongoing process • Identifies successes

32. Oversight and Reporting

33. Financial Management Plan • Bank account for funds • Distributing funds • Use checks/bank cards to track funds • Detailed ledger • Include local laws

34. Resources • Document retention worksheet • Financial management plan worksheet • Transferring custody of a bank account • More on Rotary.org Included in handouts

35. Document Retention • Provide access • Retain for a minimum of five years • Make copies

36. Global Grant Reports: Frequency • Progress reports • Within 12 months of first payment • Every 12 months through the life of the grant • Final report within 2 months of completion

37. Global Grant Reports: Content How partners were involved Type of activity Evaluation of project goals How area of focus goals were met How funds were spent Number of beneficiaries and how they benefited

38. Conflict of Interest • Exists when a Rotarian benefits financially or personally from a grant • Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)

39. Global Grants Training • March 16 – Carbondale • March 23 – Salida • April 3 - Durango • April 6 – Colorado Springs

40. Packaged Grants • Work with strategic partners • Predesigned projects • World Fund • Aligned with an area of focus

41. Global scope of work NGOs, universities, corporations Expertise in an area of focus Formal relationship to secure resources Enhance service opportunities through packaged grants Strategic Partners

42. Packaged Grants • Rotarians involved with • Needs assessment • Technical expertise • Service • Promotion • Monitoring and evaluation

43. For clubs and districts Predesigned projects Funded by World Fund and strategic partner Educational and humanitarian activities Rotarians focus on implementation Packaged Grants

44. Oikocredit • Provides funds to microfinance institutions • Economic and community development

45. Developing Local Entrepreneurs • Connect Rotary clubs and microfinance institutions • Training activities – humanitarian projects • Available in India, Philippines, Uruguay

46. Aga Khan University • 11 campuses in eight countries • Curriculum reflects local community needs • Maternal and child health

47. Training Health Educators Vocational training teams to train nurse educators Available in Kenya, Uganda, Tanzania Maternal and child health

48. Nursing Scholarships Campuses in Kenya, Uganda, Tanzania Maternal and child health

49. Mercy Ships • Operates hospital ship Africa Mercy • In port in one country for about one year • Disease prevention and treatment

50. Medical Service and Training • Support the Africa Mercy • Upcoming ports: Togo and Guinea • Vocational training teams • Disease prevention and treatment