1 grants qualification and management overview 2018 · 9.cadre of technical advisors –wally...

2019 - 2020 Qualification and Grants Management

Grants Qualification and Management Overview

2018/19 Planning Year for

2019/20 Implementation Year


District 5360 Grants Qualification and Management Seminar

Agenda:

1. Grants Qualification and Management Overview – Don Taylor

2.MOU Requirements and Club Qualification – Don Taylor

3. District Youth Programs Grants – Clare Lindsay

4.District Scholarship Grants – Clare Lindsay

5. District Project Grants – Clare Lindsay

6.District Travel Grants – Andrew Bronson

7. Vocational Training Team (VTT) Grants – Walter Haessel

8.Global Project Grants – Kurt Kowalchuk

9.Cadre of Technical Advisors – Wally Gardiner

10.Global Scholarships – Hendrik Kraay

11.Peace Fellowship – Hendrik Kraay

12.District 5360 Grants Website – Craig Henderson

13.Alberta Culture - Lottery Funding Programs – Andrew Bronson


2018-19 District 5360 Grants Subcommittee Structure

Grants Stewardship

SubcommitteeHank Popoff, Chair

Team Members: Dave Panabaker

Sharon Price, Dave Oxley

District 5360 BoardDan Doherty DG and Chair

District Rotary Foundation ChairDon Taylor, Chair

District Grants SubcommitteeGail Williams, Chair

Walter Haessel, Vice Chair

Global Grants, DDFKurt Kowalchuk, Lead,

Team Members: Anil Jain,

Bev Chinnery, Tom Wilk

CIP, CFEP,

Government Grants

LiaisonAndrew Bronson

WebmasterCraig Henderson, Lead

Reports MonitorGail Williams, Chair

Team Member: Craig Henderson

Vacant position

District GrantsScholarships & Projects & Youth

Clare Lindsay, Lead

Team Members: Dave Holden, Gary Webster

Travel GrantsAndrew Bronson

VTTCraig Henderson, Lead

Team Members: James

Henline, Gary Webster

Global ScholarshipsHendrik Kraay, Chair

Team Members: Sylvia Kennedy,

Tom Keenan, Wayne Lindwall, Allisa

Paivalainen, Aleem Dhanani,

Mark Kenney, Sheila Tyminski

Peace FellowshipsMarie Rickard

Peace FellowshipsMarie Rickard, Chair

Team Members:

Sylvia Kennedy

Aliisa Paivalainen

Sheila Tyminksi

Jerry Firth


Funding Model – 3 year lag

ANNUAL FUND

SHARE

District Grants

District

Designated

Fund

50% 50%

World

Fund

50% (min)

Global Grants

District Controlled Trustees Controlled

Our Donations

Peace Centers

PolioPlus

50% (max)


Rotary Foundation Grants - District Responsibilities

• TRF allocates SHARE to our District.

• District signs MOU accepting TRF rules for District Designated Funds

• TRF has the right to audit use of SHARE

– District 5360 may be asked to return funds

• District Grants Subcommittee (DGSC) is responsible for managing District Designated Funds


District Grants—DGS Role

• Allocate funds between district and global grants (max 50% to district)

• Review club applications for eligibility

• Monitor and enforce TRF reporting requirements

• Financial responsibility for grants resides with the clubs

• If report or project is deemed unacceptable and a suitable resolution cannot be found

– The club must return the funds to TRF


Anticipated 2019-20 Grant Allocations

District GrantsTotal District Designated Funds

available for 2019/20 $481,839US

50% available for District Grants $240,921

Probable carryover from 2018/19 0

Admin Fee $ 7,000

Contingency $10,000

Travel Grants (13@Cdn$2500) $25,000

Projects, VTT, Youth & Scholarships $198,921** Approximately $258,600Cdn @$1.30


Anticipated 2019-20 Grant Allocations

DDF for Global Grant Applications

Total District Designated Funds available $481,842 US

50% allocation to Global grants $240,921

TRF Endowments $6,132

Total $247,053

Set aside for Global Scholarships $30,ooo

Set aside for Peace Centres $25,000

Net amount available for projects $192,053

& VTT


ELIGIBILITY FOR 2019-20 DISTRICT DESIGNATED FUNDS

1. Club contribution to Annual Fund for Rotary

year 2018-19 at May 1, 2019 must be at least

$50US per capita.

2. Club must be “QUALIFIED”

3. No overdue grant reports.


Key Dates for 2019-20 District Grants

• October 20/2018 – Clubs participating in Grants Seminar fulfill first requirement to Qualify to apply for grants in 2019/20

• April 1, 2019 – First eligible date to apply for DDF towards Global Grants

• May 1/2019 – Club MOU deadline and deadline to contribute required amount to the Annual Fund of TRF

• May 11/2019 – District grant applications deadline

• Mid-July to August–Anticipated TRF approval and funding


DUE DATES FOR 2017-18 & 2018-19 DISTRICT GRANTS REPORTS

• 2017-18 GRANTS: ON THE EARLIER OF 60 DAYS

FOLLOWING PROJECT COMPLETION OR JULY 15, 2019

• 2018-19 GRANTS: ON THE EARLIER OF 60 DAYS

FOLLOWING PROJECT COMPLETION OR JULY 15, 2020

• REPORTS MUST BE SUBMITTED ONLINE TO

www.rotary5360.org


Key Restrictions of Foundation Funds

• Require active participation of Rotarians

• No monies spent before grant is formally approved

• No unrestricted cash donations to beneficiaries or cooperating organizations

• Cannot fund operating, administrative or indirect expenses of another organization

• Numerous other restrictions – acquaint yourself with them before applying for a district or global grant. Refer to Rotary Terms and Conditions on myrotary.org or the internet for a complete, current edition of the guidelines.


RECORD KEEPING & REPORTING

• Plan what documentation you will need for reporting before starting a project or awarding a scholarship.

• Receipts are required for all expenditures.

• Documentation must clearly demonstrate that the grant funds have been used for the purpose and in the amount stated in the club’s application (arms-length important)

• Establish a clear paper trail for an auditor.

• Ensure more than one person knows where the records are at all times and has access to them. Be prepared for someone leaving on short or no notice.

1 grants qualification and management overview 2018 · 9.cadre of technical advisors –wally...

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