1 District 7750 Grants Management Training November 7, 2014.

District 7750 Grants Management Training

November 7, 2014

TRF Mission and Motto

Doing Good in the World

… to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,

and the alleviation of poverty.

COL Endorsed April 2007

Foundation Training Nov 2014 Slide 2

Areas of Focus

Goodwill and Peace

1. Peace & Conflict Resolution/Prevention

Health

2. Disease Prevention & Treatment

3. Water & Sanitation

4. Maternal & Child Health

Education

5. Basic Education & Literacy

Alleviation of Poverty

6. Economic & Community Development



District GrantsGlobal GrantsPackaged Grants

- ended October 2014

Grant Types


Rotary Foundation District Grants

• Simple, flexible, innovative

• Educational and humanitarian projects and activities consistent with mission

• Smaller activities and projects

• Local decision making with broader guidelines

• Basically what was formerly known as a District Simplified Grant

• Submitted electronically via application on District website www.rotary7750.org/grants


Examples of Activity

District Grants — Mission-related

• Exchange of mixed profession vocational training teams with another district (traditional GSE)

• International travel for local doctor to volunteer at a clinic

• Scholarship for student to attend local or international university (traditional scholar)

• Donating art supplies to assist youth after-school program

• Send ShelterBox containers in response to natural disaster in another district


Rotary Foundation Global Grants

• Long-term projects

• Align with one or more Areas of focus

• Active Rotarian participation

• $30,000 minimum budget

• Sustainable and measureable outcomes

• International partnerships required for club- and district-developed grants

• Adhere to Terms & Conditions of Grants

• Submitted electronically via RI website


Rotary Foundation Global Grants

Areas of Focus-related

• International safe drinking water, sanitation, and hygiene education project

• Send scholar abroad to enroll in water engineering degree program

• International malaria project to distribute bed nets and malaria treatments and provide malaria prevention educ.

• Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy


Foundation Funding


ANNUAL PROGRAMS FUND

SHARE

District Grants

50% (max)

District Designated

Fund

50% 50%

World Fund

50% (min)

Global Grants(World Fund match to DDF and cash)

Funding Model

Other (Cash, DAF, Permanent

Fund)

District Controlled Trustees Controlled


New SHARE System (effective 1 July 2015)

How are we using our District Designated Funds?

Global Grants already funded with DDF

GG1416839 Olanchito, Honduras water project $ 17,636.00 GG1412747 Santa Cruz, Virginia, Honduras water project $ 25,215.00 GG1411471 Zanmi Agrikol Family Assistance Program in Haiti $ 31,523.00 GG1418398 Usulutan, El Salvador water project $ 15,000.00 GG1415095 Honduras water project (Primary-Jacksonville, FL) $ 17,750.00

Uncommitteed DDF for 2014-15 $ 200,686.00

District Grant 2014-15 $ 76,220.00

PolioPlus contribution Suggested donation of 20% DDF $ 30,744.00

New Global Grant projects needing funding

Sigourney Woodfork Scholarship $ 15,000.00 Area 8 Guatemala Fuel Efficient Stove project $ 15,000.00 Mirebalais High School Sanitation in Haiti $ 23,888.00 Honduras water project (s) (Copan/Marcala) $ 30,000.00

DDF Balance (carry over to 2015-16 year) $ 9,834.00


Global Grant 1411471Zanmi Agrikol Family Assistance Program

Sponsored by the Rotary Club of Greenville


Global Grant 1412747Santa Cruz Virginia, Honduras Water Project

Sponsored by the Rotary Club of Fort Mill


District Grants 2014-15

Club Project Anderson EAFK

Aiken Stoves/GuatemalaAiken Sunrise DictionariesBatesburg-Leesville DictionariesClemson Stop Hunger NowEasley Fam. Prom. PlaygroundEmerald City Grace Park/PlaygroundFair Play Community KitchenFort Mill Conflict Resolution


Club ProjectGaffney Stop Hunger NowGreater Anderson Summer CampGreater Greer Scholarship Program Greater Greer Josh the OtterGreater Greer CIS After SchoolGreenville EAFK Greenville East Frazees DreamGreenville Evening EAFK Greenwood Stop Hunger NowLake Wylie Science Garden


District Grants 2014-15 (continued)

Club ProjectLaurens Snack Pack ProgramMauldin Fr. College ScholarshipNewberry County LibraryNorth Augusta Pacay SchoolNorth Greenville Green Life VillagePickens County Book FloodRock Hill Little Free LibraryRotary 7750 GSE PhilippinesSeneca Scholar recognitionSpartan West Nurse PartnershipTwin City Guatemala HDCP School

Union E Books


District Grants 2014-15 (continued)


Qualification

• Clubs and districts must be qualified to receive Rotary Foundation funds

• Ensures proper legal, financial, and stewardship controls of grants

• Qualification process is simple

• Goal for every club in the district is to become qualified


Qualification Requirements

• Attendance at grant management seminars

• Agreement with club MOU

• Submission of signed club MOU

• No overdue reports from previous projects

Terms of Qualification

• Qualification valid for one Rotary Year

• Club as an entity is responsible for use of funds

• Disclose potential conflicts of interest

• Cooperate with all audits

• Proper use of grant funds


Maintaining Qualification

• Follow terms of club MOU

• Fully implement stewardship and grant management practices to prevent misuse of funds

• Appoint a club member or committee to manage club qualification



District Grant Eligibility Requirements

• Club must: – Be qualified

– Meet submission date deadline of April 30, 2015

– Match dollar for dollar grant money

– Meet minimum per capita giving levels to the Foundation


District Grant Eligibility Giving Levels

Giving Level Grant Eligibility

$25 - $49 $1,000

$50 - $99 $2,500

$100 or higher $5,000

Top 5 giving clubs Up to $5,000

more


2015-2016 Rotary Year Schedule

• November 7, 2014 – Grant Management Training

• January 31, 2015 – Grant Management Training

• February 1, 2015 – District releases advertisement for District Grant applications

• April 30, 2015 – Deadline for District Grant applications from Clubs to District

• June 1, 2015 – Grant awards published by District

• August 1, 2015 – Targeted distribution of District Awards

• March 31, 2016 – Deadline for completion of District Grants and filing of final reports

Grant Management

Grants Management

• Administered with proper financial controls

• Adhere to superior technical standards

• Guided by humanitarian and educational principles

• Meet the needs of the beneficiaries

• Fulfill their objectives

• Safeguard donors’ funds


Stewardship

• Responsible management and oversight of grant funds, including:

– Rotarian supervision of project

– Following standard business practices

– Reporting of irregularities to TRF

– Implementing projects as approved

– Financial records review

– Timely submission of reports


Successful Grant Projects

• Meet real community needs

• Have frequent partner communication

• Have implementation plan with measurable goals and outcomes

• Are sustainable projects that continue after grant funds have been expended

• Practice proper stewardship of grant funds


Who’s Who

• Host club: club in country where project will take place

• International partner club: club outside country where project will take place


Needs Assessment – Host Club

• Talk with members of the community

• Trust local knowledge

• Assess your club’s resources (time, money, manpower)

• Use available community resources

• Think long-term

• Select project based on community’s needs


International Partner Club

• Good communication is key!

• Search for partners who have identified a need and invested in the project

• Establish good relationship with host club prior to starting project

• Identify and resolve communication issues

• Maintain frequent contact with host club

• Frequent contact with other partner clubs

• Keep Grants Chair and/or DRFC updatedFoundation Training Nov 2014 Slide 31

Project Planning

• Form a three-person grant committee

• Assign roles & responsibilities

• Set S.M.A.R.T goals– Specific, Measurable, Attainable, Relevant, Timely

• Create a budget

• Create an implementation plan

• Have a contingency plan

– Murphy’s Law is alive and well


Applying for a Global Grant

• Complete qualification requirements

• Review “First Steps” document RI website

• Create and submit grant application through

• Member Access

• Minimum project budget of US$30,000

• District must confirm club is qualified


Applying for a Global Grant

• Project proposal must be submitted to District Grants Chair and/or DRFC first

• District confirms club is qualified

• Must include amount of DDF requested

• When approved by DGSC and/or DRFC, submit online application to TRF


Successful Project Implementation

• Communication

• Financial management

• Record keeping

• Following original plan



Leveraging

Clubs are encouraged to work together in securing grant funding in order to:

• implement larger grant projects• fund the minimum amount• ensure long-term and sustainable impact


Club(s) RI Foundation

District 7750• Notification to district that this

contribution is in honor of a specific global grant project, such as Haiti, Honduras, or El Salvador projects

• District allocates funds from 2015 DDF and applies towards the specific club grant

• Foundation matches DDF 1:1

In 2018 TRF returns 50% of the 2015

district contributions to APF-SHARE

Advantages:•Clubs are recognized as partners•Clubs have no specific administrative responsibilities•Clubs gain firsthand insights and experience of the global grant process

Partnering


Disrict Foundation Organization 2014-15


WHAT ARE YOUR QUESTIONS?

1 District 7750 Grants Management Training November 7, 2014.

Documents

district slide

foundation funding slide

district grants global

grants management training

ri website slide

adult illiteracy slide

district website

global grants world