district 6400 rotary foundation grant management seminar

District 6400 Rotary Foundation Grant Management Seminar

District 6400 District 6400 Rotary Foundation Grant Rotary Foundation Grant

Management SeminarManagement Seminar


District Grants ChairLiz Smith

Global Grants ChairBill Jasmen

❋ Grants Overview ChairTraci Sincock

❋ District GovernorMichael Duben, Mary Kehoe et al

Finance CommitteeEd SchulzDave CarpenterJim Karolyi

Permanent Fund ChairRoberto Sanchez USShiva Koushik CA

Annual Program FundLois VanStipdonk USArnie Charlton CA

Paul Harris Society ChairNick Krayacich CATrey Greene US

Polio Plus Chair David Carpenter

❋ Fund Raising ChairWayne Titus

District Governor

❋ DRFC ChairNeil McBeth

District Training Committee

D6400 DRFC Structure Under the Future Vision Pilot District ProgramMarch 2011

❋ = Voting DFRC Member

D6400 DRFC Structure Under the Future Vision Pilot District ProgramMarch 2011

❋ = Voting DFRC Member

Administrative AssistantJim Karolyi

Scholars ChairJoella GipsonVice Chair - Val Moran

Vocational Team ChairBob Gordon Armando Sardanopoli

DRFC Ex-officio Members

DGE, DGN, DGNN

Foundation Resource Advocates (5)

❋ Programs ChairDonna SchmidtVice ChairShelly Duben

VolunteersSue Goldsen

Peace Fellow ChairHardy Wheeler

Audit CommitteeShari CunninghamPaul JocksHarlan Whichello


PurposePurpose

• Prepare clubs to implement the memorandum of understanding

• Qualify clubs to receive Rotary Foundation grant funds


Grant ManagementGrant Management

• Administered with proper financial control

• Guided by humanitarian and educational principles

• Meet the needs of the beneficiaries


Successful Grant ProjectsSuccessful Grant Projects

• Meet real community needs

• Projects require measurable goals and outcomes

• Are sustainable beyond life of the grant

• Practice proper stewardship of grant funds


Qualification RequirementsQualification Requirements

• Attendance at this district Rotary Foundation grant management seminar

• Agreement with the club memorandum of understanding (MOU)

• Submission of a signed club MOU


Qualification RequirementsQualification RequirementsDistrict 6400District 6400

• To qualify for either District or Global Grants clubs must become Qualified

• Must have a minimum of $100 per capita for APF to qualify for district grants

• Minimum of 2 members must attend grants workshop. (PE and TRF or Grants)



• District Community Grant funds will only be paid to the club after the completion and submission of the final report

• Clubs must submit reports on the use of District Grant funds every 12 months and a final report within 60 days of a completed project including all receipts.


Terms of QualificationTerms of Qualification

• Qualification is valid for one Rotary year

• The club as an entity is responsible for the use of funds

• Disclose potential conflicts of interest

• Cooperate with all audits

• Proper use of grant funds


Session 1Session 1Creating a ProjectCreating a Project


Learning ObjectivesLearning Objectives

• Identify best practices for choosing a project.

• Develop a plan to implement your project.

• How to establish a financial management plan.


Meet Real Community NeedsMeet Real Community Needs

• Talk with members of the community

• Choose a project that is based on the community’s need

• Involve Partner Club in Planning & Implementation

• Needs Assessment


PartnersPartners

• Search for Rotarians who have identified a need in their local or international communities

• Host partners should be invested in the project

• Good communication between the host and international partners is key


Project PlanningProject Planning

• Form a three-person grant committee

• Set measurable and sustainable goals

• Create a budget

• Create an implementation plan


Creating a BudgetCreating a Budget

• Realistic

• Competitive bidding

• Reasonable prices

• Disclose potential or real conflicts of interest


Session 2Session 2Applying for a GrantApplying for a Grant



• Write a successful grant proposal and application.

• Understand good stewardship practices for fundraising.


Rotary Foundation MissionRotary Foundation Mission

To enable Rotarians to advance world understanding,

goodwill, and peace through the improvement of health,

the support of education, and the alleviation of poverty


Types of GrantsTypes of Grants

1. Global Grants

2.District Grants (Block Grant)

A. District International Grant DIG

B. District Community Grants

DCG


District 6400 Global and District DDF for District 6400 Global and District DDF for 2011-20122011-2012

Total Amount of DDF for 2011-2012 - $112727.72

Global DDF – 50% = $56363.86 District DDF – 50% = $56363.86

Funding can be used for: Funding can be used for:

Global Matching Grants District International Grants

World Peace Scholars District Community Grants

Global Scholars Ambassadorial Scholars

Vocational Training Teams GSE Teams

Polio Discovery Grants


Global Grants


Applying for Global GrantsApplying for Global Grants

• Submit grant proposal through Member Access

• Once Grant Proposal Approved, Submit Global Grant Application through Member Access

• Must involve Rotary clubs in two Pilot Districts

• District must confirm club is qualified


Global Grants must be in one of Global Grants must be in one of these Areas of Focusthese 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


Global Grants must be Global Grants must be SustainableSustainable

• Optimal use of local resources Use Economic, cultural, and social

resources• Respect natural resources• Reach the most beneficiaries• Use input and skills of grassroots groups


Global Grant FinancingGlobal Grant Financing

• Minimum project budget of US $30,000

• Rotarian cash contributions

• District Designated Fund

• Rotary Foundation World Fund award

• Non-Rotarian cash contributions (not sent to or matched by the Foundation)


Global Grant Financing Global Grant Financing GuidelinesGuidelines

• 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 grant


District International Grants


District International Grant District International Grant RequirementsRequirements

• Submit Grant Proposal by July 31, 2011.• Once approved, submit Dist. International Grant

application.• Must be sustainable• Must involve a Host Rotary Club Partner or Dist.

and a Dist. 6400 Rotary Club/Dist • May fund projects in Future Vision Pilot Dist.

and Non Pilot Districts


District International Grant District International Grant RequirementsRequirements

• Must meet goals of area(s) of focus

• Minimum project budget of US$ 5000

• Dist Matches $1 DDF for every $1 Cash contribution by club.

• Rotarians from both clubs must be actively involved in project

• Club must be qualified by District


District International Grant District International Grant Financing GuidelinesFinancing 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 grant


District Community Grants


District Community Grant District Community Grant RequirementsRequirements

• Minimum project amount of DDF requested $1000. Maximum amount requested $2500.

• Rotary Club must contribute funds towards the grant.

• Dist. Comm. Grant Application must be submitted before July 31, 2011


District Community Grant District Community Grant RequirementsRequirements

• Rotarians must be actively involved in the project.• Support local or international humanitarian and

service projects• May fund project and activities in Future Vision

Pilot Dist. and Non-Pilot Districts• Club must be qualified by District.• Relate to TRF Mission Statement


Session 3Session 3Project ImplementationProject Implementation



• Understand how to monitor the progress of your plan.

• Gain best practices for managing funds and record keeping.

• Discuss the importance of evaluating a project and applying lessons learned.

• Understand reporting requirements.


Successful Project ImplementationSuccessful Project Implementation

• Communication

• Financial management

• Record keeping

• Following original plan


EvaluationEvaluation

• Ongoing during project implementation and after completion

• Based on goals set for the project

• Assists with reporting requirements

• Use findings to improve future projects and identify successes you can promote


Global Grant Reports: FrequencyGlobal Grant Reports: Frequency

• Progress reports received within 12 months of first payment

• Progress reports required every 12 months through the life of the grant

• Final reports due within 2 months of completion


District International Grant District International Grant ReportsReports

• Must complete reports every 12 months and project must be completed within 1 year after the money for the grant is received. A final report is due 60 days after completion


District and Global Grant District and Global Grant Reports: ContentReports: Content

• How both partners were involved• Type of activity: humanitarian project,

scholar, vocational training team• Evaluation of project goals and how funds

met the goals of the area(s) of focus• How funds were spent• Number of beneficiaries and how they

benefited


Session 4Session 4QualificationQualification



• Understand the requirements of qualification.

• Manage club qualification.


Qualification RequirementsQualification Requirements

• Attendance at this district Rotary Foundation grant management seminar

• Agreement with club MOU

• Submission of signed club MOU



• To qualify for either District or Global Grants clubs must become Qualified

• Must have a minimum of $100 per capita for APF to qualify for district grants

• Minimum of 2 members must attend grants workshop. (PE and TRF or Grants)



• District Community Grant funds will only be paid to the club after the completion and submission of the final report with all receipts

• Clubs must submit reports on the use of District Grant funds every12 months and a final report within 60 days of a completed project including all receipts.


Maintaining QualificationMaintaining Qualification

• Follow the terms of the club MOU

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

• Appoint a club member/committee to manage club qualification


Club Qualification ChecklistClub Qualification Checklist

What MOU requirements does your club already implement?

What requirements does your club need to implement?

What type of club members would be good choices to help implement the club MOU?



• Understand the requirements of qualification.

• Manage club qualification.


Thank youThank you

district 6400 rotary foundation grant management seminar

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