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District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform Lives

District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform

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Page 1: District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform

District 7570 Rotary Foundation Grant Management Seminar Page 1

District 7570 Rotary Foundation Grant

Management Seminar

Vision for the Future Transform Lives

Page 2: District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform

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Agenda• Overview of Future Vision Plan• Management of a Foundation Grant• Stewardship & sustainability requirements• Club Qualification• Implementing the club Memorandum of

Understanding• Grant Projects

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New Vision Enables Rotarians to Support Foundation Mission to:

• Advance world understanding, goodwill, and peace through

–the improvement of health,–the support of education and –the alleviation of poverty

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• SIMPLIFY programs and processes• FOCUS service efforts• SUPPORT local and global efforts• LOCAL decision making and flexibility• INCREASE Club Ownership• ENHANCE Rotary’s public image• IMPROVE sustainability• INCREASE metrics to measure results

Future Vision Plan Priorities

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Six Grant Areas of Focus

Water Disease and Maternal & Prevention Sanitation Child Health & Treatment

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Goodwill Basic Educationand Peace and Literacy

Economic & Community

Development

Six Grant Areas of Focus

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THE

OLD

GRANT

MODEL

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PolioPlus

Humanitarian Grants District Grants Global Grants Packaged Grants

Vocational Training & Educational Grants Scholars Peace Fellows Vocational Training Teams (VTT)

New Model: Only Three Grant Types

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• Bigger Budgets

Minimum match by foundation $15,000

Minimum project budget is $30,000

• Align with one of the six areas of focus

• Longer-term Impact of grant

• Grant managed by Rotary Foundation

Global Grants are New!

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Global Grants are BIG!

• Fund Large-scale International Projects• Respond to need identified locally • Designed so the community can help itself

after the Rotary work is done• Apply online at Rotary website• Active Rotary Involvement• Support Graduate-Level International

Study

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Will Fund: Local or International Projects Humanitarian, Educational & Travel Disaster Recovery & Other

• Grant Match may average $3,000• Grants Managed by Our District• Maximum District match is $10,000

District Grants are New!

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District Grants are Flexible!

• Simple, flexible, innovative• Educational & humanitarian projects• Align with Rotary Foundation mission• Smaller budgets & local decisions• Local decision making, less red tape• No Match from Rotary Foundation

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Examples of Grant ActivityDistrict Grants Global Grants

International travel for local doctor to volunteer.

Scholarship for student to attend local university.

Donation of art supplies to assist local youth.

Mixed profession vocational training teams

Dictionary project in Jamaica and Virginia

Other Examples ?

International safe drinking water, sanitation, and hygiene education

Sponsorship of student to Study Abroad.

International malaria projectSingle vocation Rotary

Vocational Training Team sent abroad

Other Examples ?

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• Predesigned Large Projects• Educational & Humanitarian Projects• Comprehensive in Scope• Sustainable Programs• Funded by Strategic Partner & Rotary• Implemented by Rotarians• Initial Partners include Mercy Ships,

Oikocredit, UNESCO – Institute for Water Education and Aga Khan University

Packaged Grants are New!

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PolioPlus Rotary International Peace Centers Priority on “Doing Good in World” “Hands-on” Rotary Projects Partnerships with Other Rotarians Trust, Friendships & Relationships

Future Vision Plan Grants

What’s NOT Changed?

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New!Club Qualification

• Attend grant training• Sign memo of understanding

• Be good steward• Show results• Be current on all reports

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Terms of Qualification

• Club Must Qualify Annually • Entire club is responsible• Disclose potential conflicts of interest• Follow Foundation Terms and Conditions• Cooperate with all audits• Grant Reporting• Attend this training annually

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Rules are Changing• Grant game has changed • Check out new terms

guiding Global Grants• More flexible on projects• Key factor: areas of focus• A “reasonable test” is

applied to many ideas

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FundingThe Rotary Foundation invests our Annual Fund Contributions for three years before the funds are used for grants.

2010-2011 Annual Fund Gifts

are returned in 2013-2014 for our District

Designated Funds.

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D7570 Distributable Funds 2013–14 Rotary Year

$446,480 50% SHARE 50%

District Designated Fund TRF World Fund $223,240 $223,240

Annual Fund Contributions in 2010-2011

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D7570 Distributable Funds 2013–14 Rotary Year

$446,480 50% SHARE 50%

District Designated Funds TRF World Fund $223,240 $223,240

50% (max.) Optional 50% (min.)

$98,620 $13,000 $111,620District Grants GSE Global Grants Match from TRF

Matches 100% of District $ 50% of Club $

Annual Fund Contributions in 2010-2011

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Creating a Project

Requires teamwork, goodwill, and better friendships

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Needs Assessment

Talk to Everyone. Get ideas and buy-in across community leaders

Trust local knowledge & ways of workingChoose a project that is based on the

community’s need over the long-termAssess your club’s resources and

availability and its potential partners to meet the need

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Project PlanningForm a six-person grant teamAssign roles Determine primary contactsSet measurable and sustainable goalsCreate a budgetCreate an implementation planHave a contingency plan Identify cooperating organization to help

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Setting Specific Goals

• Measurable• Sustainable• Qualitative (descriptive)• Quantitative (numeric)• Gather baseline data• Decide how to measure

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Successful Grant ProjectsUse implementation planLasts Long After Money is GoneEvaluate results of grants Tell story of good and badTalk all the time to Rotary

partners via cell phone, email, texting, calling cards, & Skype

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Principles of Sustainability

Project impact after funding is expendedEconomic, cultural, social & resourceOptimal use of local resourcesRespect natural resourcesReach the most beneficiariesNew methods in professional fieldsPrepare professionals to increase impactUse input and skills of grassroots groups

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Plans Needed for Grant

Topic• Communications plan• Financial

management plan• Record keeping plan• Needs Assessment

Plan• Measurable Results

Questions• What are the benefits of

creating these plans?• What are the

implementation steps?• Who will be responsible? • What will you do if

something goes wrong?

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Break

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Global GrantsEnsuring Achievable,Sustainable, andMeasurable Results

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Creating a Budget

• Realistic & Usable• Competitive bidding• Reasonable prices• Disclose conflicts of interest• Need More Clubs to Fund Project Now

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Partners

Supported by strong partnershipsSearch for Rotarians who have identified a

need in their local communitiesTeam of Host & International Rotarians

Host Rotarians should be invested

Good communication between the host and international partners is key

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StewardshipStewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of projectFollowing standard business practicesReporting of irregularities to TRFImplementing projects as approvedFinancial records reviewTimely submission of reports

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Grant Management• Ensures that projects has proper financial

control• Adhere to superior technical standards• Meet the needs of the

beneficiaries• Fulfill their objectives • Safeguard funds

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Financing Guidelines

Club generated contributions must come from or be raised by Rotarians

Funds cannot be raised from beneficiaries in exchange for receiving the grant

Funds cannot come from other grantsContributions should be credited to donor

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Applying for a Global Grant

Bring patience, understanding, and

cup of coffee

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Global Grant First Steps

Create Account at www.rotary.org

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Applying for Global Grants• First Step is to submit grant proposal

through Rotary member access• Next step is to submit grant application

through Rotary member access• Must meet goals of area(s) of focus • Must be sustainable• Must involve two or more Rotary Clubs • District must confirm club is qualified

Page 39: District 7570 Rotary Foundation Grant Management Seminar Page 1 District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform

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Global Grant Funding

1. Contributions from Various Clubs $10,000

2. District Match ($1:$1) max. $20,000$10,000

3. Rotary Foundation Match Match of Club Funds ($.50:$1) $

5,000 Match of District Funds ($1:$1)

$10,000

US $

Total Funding $ 35,000

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Project Implementation

“You can do it, now!”

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Do Good Job & Evaluate It

• Talk with partners• Manage finances• Follow the plan• Achieve “our” goals• Ask for receipts and keep record• Evaluate during project and improve• Celebrate and promote successes

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Financial Management Plan

• Dedicated Bank account for funds• Distribute funds Carefully• Use checks/bank cards to track funds• Detailed ledger• Follow local laws

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Grant Reports !?!

• Grant is not done until reports are accepted by the Foundation.

• Reports are due 12 months after payment

• Final report due within 2 months of end of project

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Global Grant Reports Content• How both Rotary Clubs 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

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Resources• District Foundation Committee• District Grants Team• www.rotary.org - Future Vision Pages• Future Vision Plan Newsletter• District Governor• Rotary Foundation Staff• Regional Rotary Foundation Coordinator• Ask a Neighboring Club or District

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HandoutsLook on our district web site for links to handouts.1. Club Memorandum of Understanding2. Global Grants Guidelines3. District Grants Guidelines4. District Foundation Committee5. Future Vision Grants Terms & Conditions6. Application for District Grant7. Future Vision Grant Management Manual8. Today’s PowerPoint on district web site.Thank You for All You do for Rotary and the World!