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District Simplified Grants

District Simplified Grants. District Simplified Grants. Utilize a portion of the district’s DDF 20% of new DDF 1 grant per district per Rotary year Itemized and budgeted humanitarian good and services Local community projects International projects Direct Rotarian involvement.

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District Simplified Grants

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  1. District Simplified Grants

  2. District Simplified Grants • Utilize a portion of the district’s DDF • 20% of new DDF • 1 grant per district per Rotary year • Itemized and budgeted humanitarian good and services • Local community projects • International projects • Direct Rotarian involvement

  3. Policies and Guidelines • Adherence to standard grant policies • Used only for eligible items/activities • Respect wishes of receiving community

  4. Rotarian Involvement • Community needs assessment • Project committee • Project implementation • Liaison with community leaders and beneficiaries • Project promotion

  5. Request Procedure • Annual DSG Mailing • Districts encouraged to submit requests in year prior to funds being spent • Requests accepted: 1 July – 31 March • Requests approved: 1 August – 15 May

  6. Request Form • Amount requested • DRFC chair and DGE authorization • Payee Information (bank account)

  7. Payment Procedure • Payment released at start of Rotary year • 50% rule (previous DSG) • Maximum of two paid open grants

  8. Grants Over US$25,000 • Payment made in installments based upon a spending plan • Subsequent payments released after progress reports are received • Publicity plan required prior to payment • Annual independent financial review

  9. Reporting Procedure • Progress reports at least every twelve months for the life of the grant • Final report due within two months of completion

  10. Report Content • Cumulative, district-level information • Statement of income and expenses • Bank statement • Individual project reports that include itemized expenses.

  11. Individual Project Report • Detailed description of project • Narrative statement about beneficiaries • Description of Rotarian involvement • Itemized list of expenditures

  12. Stewardship • Maintain accounting records • Open separate bank account • Keep receipts for at least five years • ALL expenditures must be within TRF guidelines • No donations to existing projects or other organizations • No contributions to other TRF programs • When in doubt, refer to the Best Practices manual or consult with your Grants Coordinator

  13. District Leadership District Rotary Foundation Committee • Develop district goals for use of DSG funds • Submit request in cooperation with DGE • Work with grants subcommittee to distribute grant funds • Ensure expenditures are eligible and consistent with TRF policies • Submit reports including individual project summaries for each club project.

  14. District Leadership District Grants Subcommittee • Assist with distribution of funds • Work with DRFC to review expenditures and reports

  15. Best Practices • Submit the DSG request form in the planning year • Plan for how the district will spend the funds before you receive the grant • Educate your clubs on the DSG process • Ensure eligibility before approving projects • Keep the DSG process organized & manageable

  16. Questions?

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