Presidents, Projects, and TRF The Rotary Foundation PETS – Rotary District 6360 March 14, 2014
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Presidents, Projects, and TRFThe Rotary FoundationPETS – Rotary District 6360March 14, 2014
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Goals of this session
What we’ll cover:
Brief review of TRF 101 from PETS I
Finding and funding a project for your club
Tools needed to apply for a grant from TRF
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What is The Rotary Foundation?
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The Rotary Foundation is …
… the charitable arm of Rotary International.
… OUR charity, as Rotarians.
… rated as one of the top charities in the world.
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To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,
and the alleviation of poverty
Mission Statement:
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20102011
Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE
Contributions to the Annual Fund made in 2011-12 will be available in 2014-15
Contributions made in 2013-14 available in 2016-17
20152016
20122013
20132014
20162017
20112012
20142015
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Earnings used for Earnings used for administrative administrative
costscosts
2014-15
Up to ½ to District
Grants
At least½ to Global
Grants
2011-12 2012-13
$$200,000
$50,000$50,000
$100,000 $100,000
2013-14
SHARE Fund Example:
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So your club wants to do a project …
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• Global Grants
• Packaged Grants
• District Grants
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Global Grants
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Long-term projects
Larger grant awards
Think: “Global”
Global Grants
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International Rotary partner required
World Fund match: minimum match = $15,000
Therefore, $30,000 minimum budget
Community need and participation
Sustainable, measurable outcomes
Long-term benefits
Alignment with area(s) of focus
No application deadline
Apply directly online: www.rotary.org
Global Grants
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• Peace and conflict prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community development
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Packaged Grants
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Strategic Partners
Expertise in Areas of Focus
Global scope of work
Encourages involvement by smaller clubs
Funded by World Fund and Strategic Partner
Predesigned projects
Apply online at www.rotary.org
Packaged Grants
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Strategic Partners for Packaged Grants
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District Grants
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Single block grant awarded annuallySmaller activities and projectsLocal or international
activitiesActive Rotarian participationAdhere to stewardship guidelinesActivities align with TRF’s Mission
Statement
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To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,
and the alleviation of poverty
Mission Statement:
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Grants process open to all clubsGrants are matching: your club puts
in at least as much as the amount of the grant you receive
Grant funds will be disbursed after project is completed and all reporting has been accepted. ***
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Some recent projects in our District … Bike safety helmets
Backpacks with school supplies
Picnic grove
Summer food boxes
HIV/AIDS test kits
Food backpacks
Supplies for at-risk students
Veterans Memorial park lighting
Outdoor basketball court
Wooden playground
Boardwalk
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More recent projects … Orphanage laundry equipment
Shoes, boots, coats
Clean water gravity flow system
Classroom furniture
Park equipment
Reading program for elementary students
Medal of Honor monument
Infant mortality awareness
Elementary school mentoring program
Senior scholarships
Renovations for emergency overnight shelter
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District vs. Global Grants
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Funding
District Grants Global Grants
District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects.
Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000.
No World Fund match. World Fund match of 1:1 for DDF, and 0.5:1 for cash.
Awarded to District by the TRF. District distributes funds to clubs.
Awarded by TRF.
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Partner
District Grants Global GrantsNo partner required, can be local or international, District and Club must be qualified.
International Rotary partner and host partner, both must be qualified.
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Scope or Vision
District Grants Global GrantsMust be related to TRF’s mission.
Must align with at least one of the six areas of focus.
Short-term, one-time, smaller in scope.
Long-term, sustainable, measurable.
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Activity Type
District Grants Global GrantsEducational, vocational, or humanitarian.
Educational, vocational, or humanitarian.
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Planning
District Grants Global GrantsShorter planning time. Longer planning
process.
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Involvement
District Grants Global GrantsActive Rotarian participation.
Active Rotarian participation.
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• In 2011-12, contributions = $131,160.62
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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District
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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
Can be used for:
* Global Matching Grants
* World Peace Scholars
* Global Scholars
* Vocational Training Teams
* Polio
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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15
Can be used for:
* Global Matching Grants
* World Peace Scholars
* Global Scholars
* Vocational Training Teams
* Polio
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• In 2011-12, contributions = $131,160.62• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15 District Fund: 50% = $32,790.15
Can be used for: Can be used for:
* Global Matching Grants * Club projects
* World Peace Scholars * Local contingency fund
* Global Scholars * Scholarships
* Vocational Training Teams * Vocational Training Teams
* Polio * Polio
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District 6360 TRF Committee Structure
District GovernorTerry AllenLakeshore
District GovernorTerry AllenLakeshore
Committee ChairTeresa BrandellDelta-Waverly
Committee ChairTeresa BrandellDelta-Waverly
GrantsSubcommittee** Vacant ***
GrantsSubcommittee** Vacant ***
Polio PlusSubcommitteeEd FosterCharlotte
Polio PlusSubcommitteeEd FosterCharlotte
FundraisingSubcommitteeHarold MondolLansing Dewitt Sunrise
FundraisingSubcommitteeHarold MondolLansing Dewitt Sunrise
StewardshipSubcommitteeJim TempleBerrien Springs-Eau Claire
StewardshipSubcommitteeJim TempleBerrien Springs-Eau Claire
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Please rank the following possibilities for spending priorities for our District’s use of its District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year. Place a number by each choice, using “1” for the highest priority and “7” for the lowest priority. Please use each number only once.
_____ Club projects_____ Polio Plus_____ District-wide scholarship(s)_____ Global Grants_____ Vocational Training Teams_____ Rotary Peace Centers_____ Local contingency fund
Turn in completed form at PETS March 13-15 in Kalamazoo.
TITLE | 44 2012 Governors-elect Training Seminar | 8
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Matching: Making money go farther
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Getting my club ready to apply for a grant
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Getting my club ready to apply for a grant
Action Plan – Here’s what to do:Plan a project.
Club must become qualified.
Agree to implement club Memorandum of Understanding (MOU).
Submit application for District Grant by May 31, 2014. Submit application for Global Grant when ready.
After application is submitted:
Wait for final approval!
Complete project.
Submit reports.
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Getting my club ready to apply for a grantPlan a project:
Conduct a needs assessment in the communityAssess your club’s resources, including potential partnersSet goals – measurable and sustainableEstablish a realistic budget with competitive biddingDisclose potential conflicts of interestCreate an implementation planHave a contingency plan
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Getting my club ready to apply for a grant
Get qualified: what it means
Ensures that clubs have appropriate financial and stewardship controls in place to manage grant funds
Entire club is responsiblePotential conflicts of interest are disclosedAgree to TRF Terms and Conditions for grantsClub will cooperate with all auditsGrant funds will be properly usedGrant reporting will be done properlyPotential for disqualification is understood
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Getting my club ready to apply for a grant
About qualification:Qualification process open to all clubs.Club agrees to implement MOU.At least 2 club members must attend GMS.Reports and dues payments must be
current.Qualification good for one year.Club President and PE for 2014-15 must
sign off.
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Getting my club ready to apply for a grant
Some requirements of the MOU:
Written Financial Management Plan for your club
Separate bank account required for Global Grant (but not for District Grant).
Document retention plan
Reporting requirements
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Getting my club ready to apply for a grant
MOU steps to take now:
What MOU requirements does my club already implement?
What requirements does my club need to implement?
What type of club members would be good choices to help implement the club MOU?
Designate a club member to take the lead on qualification.
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Getting my club ready to apply for a grantAttend a Grant Management SeminarRequired before receiving a grant.Two members from each club must attend.Register on DaCdb.
Upcoming GMS: Wednesday, April 2, 2014 in Lansing, 5:30 p.m. to 8:30 p.m.. Saturday, May 3, 2014 in Oshtemo, 9 a.m. to noon. Friday afternoon, May 16, 2014, as part of the District
Conference.
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Submitting a grant application
Global Grant:
Begin application process at any time – no deadline.
Entire process is online at www.rotary.org
The initial part of the application process insures you have all the necessary pieces in place.
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Submitting a grant application
District Grant:
Grant mentor/advisor will work with your club through the process.
Application is an online process through DaCdb.
Application worksheet will be available to help make sure you have all the needed information.
Application deadline: May 31, 2014.
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After application is submitted:
Global Grant:
All communication from TRF will be through the www.rotary.org website.
Receive grant funds.
Work on project.
Complete reports, as required. All reporting is done online.
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After application is submitted:
District Grant:
Wait for approvals of grant.Preliminary in June.Final approval from TRF in July.
Once final approval received, work on your project!
Complete all reports.
Receive grant funds.
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Thank you for your Time, Dedication, and Commitment
Questions?
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