District AssemblyRotary District 5450

Grants

June 2, 2012

Presented by

Carolyn Schrader

Chair, District Grants Subcommittee

2012-13Transition Year for

Rotary Grants

Last year under current system

Preparation for Future Vision

District will provide training and other assistance

District Matching Funds (DDF)

From The Rotary Foundation (TRF)

Process continues under Future Vision

Based on District’s giving 3 years before

DDF for District Simplified Grants

DDF for Matching Grants

Current Rotary Grants

District Simplified Grants• Local short-term projects• $39,449 DDF available

Matching Grants• International service

projects• Rotary partner in project

country• $88,000 DDF available

District Simplified Grants

Direct Rotarian Involvement Local projects Projects completed within 12 months

Simple Application ASAP after July 1

First come first served funding Approved by District

District Simplified Grants Reporting

Report due by May 31 If project unfinished, interim reports every 2 months thereafter

Final report 2 months after completion

Must include complete receipts No new grants if reporting delinquent

DDF for District Simplified Grants

$2,500 maximum DDF for each Club

Maximum per project:

$2,500 if one Club;

$3,500 if two Clubs, and

$4,000 for three or more Clubs

No additional match from TRF

Matching Grants Direct Rotarian Involvement International project Partner with Host Rotary Club (not FV)

Application after July 1 First come first served funding District reviews; TRF approves Final report 2 months after completion

DDF for Matching Grants

$10,000 maximum DDF for each Club

Maximum per project:

$4,000 if one Club;

$2,000 for each additional Club

$16,000 maximum

First come/first served basis

Match from TRF: up to 3 ½ club contributions

Key Elements for all Grants

Active Rotarian involvement

Reporting up to date

DDF and matching

Project benefits an underserved population

Responds to community needs

No conflicts of interest

Resources

Grants Subcommittee Each Club has an Area Liaison Liaison reviews all grant applications

District website: www.rotary5450.org Foundation: Forms, guidelines, Liaisons

Future Vision: new process, guidelines

RI Contact Center: 866-976-8279

District 5450 District 5450 Grants Under Future VisionGrants Under Future Vision

Important ChangesImportant Changes

• Clubs qualify to sponsor a grant• District is adding training to assist Clubs

• Specific Grant management and reporting procedures required

• Proposal submitted in advance

• Scholarships and Vocational Teams are now Grants

Most Important Change:TimingMost Important Change:Timing

• Club must qualify in year prior to project year

• Proposal required well in advance of project

• Consult with District Grants rep during proposal process

What’s Different with District Grants?What’s Different with District Grants?

• Local or international projects

• Proposal required for all projects

• Start submitting proposals Aug. 15, 2012

• Proposal does not guarantee grant award

• Project funding starting on July 1, 2013

District Grant ProposalDistrict Grant Proposal

• Sponsor Club/ Champion info

• Short description of project & location

• Start and ending dates

• Sponsor Club contribution/DDF Match

• Total DDF requested

• Estimated budget

DDF for District GrantsDDF for District Grants

$3,000 maximum DDF for each Club $3,000 maximum DDF for each Club Maximum per project:Maximum per project:

$3,000 if one Club;$3,000 if one Club;

$4,000 if two Clubs, and $4,000 if two Clubs, and

$5,000 for three or more Clubs $5,000 for three or more Clubs

No additional match from TRFNo additional match from TRF

District Grant ApplicationDistrict Grant Application

• Up to date in reporting

• Club qualified

• Simple additions to Proposal

• Eligible projects similar to DSG rules

• Set up separate bank account

• Same reporting requirements as DSGs

What’s Different with Global Grants?What’s Different with Global Grants?

• Sponsor Club must be qualified

• Specific Area of Focus

• Needs Assessment

• Multi-aspect projects

• Sustainable and measureable

• Minimum $35,000 project

• Proposals submitted spring 2013

20

Areas of FocusAreas 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 Grant ProposalGlobal Grant Proposal

• Host and International Clubs

• Identify community needs

• Describe activities and outcomes

• Connect project to an area of focus

• Club funding/DDF requested

• General budget

• Reviewed by District Grants Committee

DDF for Global GrantsDDF for Global Grants

$10,000 maximum DDF for each Club$10,000 maximum DDF for each Club

Maximum per project:Maximum per project:

$10,000 if one Club;$10,000 if one Club;

$12,500 if two Clubs, and $12,500 if two Clubs, and

$15,000 for three or more Clubs $15,000 for three or more Clubs

Global Grant ApplicationGlobal Grant Application

• Detailed plan and budget

• How Rotarians will be involved

• How activity is sustainable

• 3 ½ to 1 match

• Minimum $35,000 project

• Reports include evaluation and learnings

Calendar for 2012-13Calendar for 2012-13August 4 Grants Seminar

August 15 District Grant Proposals Accepted

Thru early 2013 Training for Club Qualification

April 2013 Global Grant Proposals to District

May 1 2013 All District Grant Proposals received

June 2013 Clubs must complete qualification for 2013-14

July 2013 District Grants and Global Grants live

Questions, CommentsQuestions, Comments