GLOBAL GRANT WORKSHOP...GLOBAL GRANT WORKSHOP MARCH 5th, 2020 WELCOME THE GROUP TO THE SESSION 2...
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GLOBAL GRANT WORKSHOP MARCH 5th, 2020
GLOBAL GRANT WORKSHOP...GLOBAL GRANT WORKSHOP MARCH 5th, 2020 WELCOME THE GROUP TO THE SESSION 2 AGENDA Introductions and Housekeeping Introduction to Global Grants Resources and service
Introductions and HousekeepingIntroduction to Global GrantsResources and service opportunitiesLogistics – how to’s of Global grantsApplication flow – Rotary InternationalGrant stewardship
District 5360 Grants Management Seminar
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HOUSEKEEPING – MUTE – QUESTIONS AND CHAT OPPORTUNITIES – LENGTH OF WEBINAR A BRIEF OVERVIEW OF WHAT IS TO BE COVERED
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Presenters and panelistsEva VidaRegional Rotary Foundation Chair, Zone 24 WestDirector, TRF Canada
Kurt KowalchukDistrict 5360 Rotary Foundation Chair
•Funding available from the District, Rotary International and potentially a number of other sources for projects that will take place internationally.
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LEVERAGE OPPORTUNITY
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TYPES OF PROJECTS ELIGIBLE FOR GRANTS
• International Scholarships
• Vocational Training Teams
• Disaster Response – New option
• Humanitarian Service Projects
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EACH WILL BE COVERED IN A LITTLE MORE DETAIL - FUNDING FOR EACH OF THESE IS SLIGHTLY DIFFERENT
INTERNATIONAL SCHOLARSHIPS
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International scholarships are studies in another country – must fall within one of Rotary’s 6 areas of focus Funding must be $30,000USD or greater 50% of the funding would come from District Designated funds and other 50% from Rotary International World Fund Provide a brief overview of the district experience with this Our district contributes 30,000 of DDF per year towards this. We provide two scholarships each year.
VOCATIONAL TRAINING TEAMSINBOUND AND OUTBOUND
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A TEAM OF PROFESSIONALS - TRAVEL TO COUNTRY OF PROJECT – EXAMPLES – TEACHERS, DENTISTS, OR OTHER MEDICAL PROFESSIONALS, FARMERS ETC COST MINIMUM 30K USD – CAN COVER TRAVEL – MEALS – ACCOMODATIONS AND SUPPLIES (PREFERRED LOCALLY PURCHASED) THIS IS THE MOST COMMON OR – A PROFESSIONAL TEAM COMING HERE FOR TRAINING OR TO PROVIDE AN EXCHANGE OF KNOWLEDGE. RECENTLY COMPLETED WAS A PROJECT IN THAILAND THAT FOCUSSED ON THE CARE AND TREATMENT OF INDIVIDUALS WITH CEREBRAL PALSY. A TEAM OF EXPERTS FROM ALBERTA WENT TO THAILAND TO SHARE THEIR EXPERTISE.
DISASTER RESPONSEDISASTER RESPONSE
GRANT
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KURT TO COVER - MAX 25K- AVAILABLE – FOR DISASTER AND RECOVERY RELIEF IN AN AREA (LAST 6 MONTHS) CAN COVER FOOD, WATER, MEDICINE NOT A REIMBURSEMENT PLAN APPLIED FOR BY A CLUB IN THE AREA OF THE DISASTER RI MUST REVIEW PLAN BEFORE IMPLEMENTATION MUST HAVE ACTIVE ROTARIAN INVOLVEMENT
INTERNATIONAL SERVICE
PROJECTS- GLOBAL GRANTS
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THIS IS WHAT MOST OF US ARE FAMILIAR WITH – PROJETCS THAT TAKE PLACE IN ANOTHER COUNTRY – ICLUDING EDUCATION, WATER WELLS, PROVIDING SHELTER, MEDICAL SUPPLIES AND EQUIPMENT, JUST TO NAME A FEW
PROJECT PARAMETERS
• PROJECT COSTS $30,000 OR GREATER• FALL WITHIN ONE OR MORE AREAS OF
FOCUS• HAVE AN INTERNATIONAL PARTNER• CLUB AND DISTRICT AT EACH END BE
ELIGIBLE AND CERTIFIED FOR GRANT FUNDING
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APPLICABLE TO INTERNATIONAL SCHOLARSHIPS – AND SERVICE PROJECTS A PROJECT IN ANOTHER PART OF THE WORLD…NOW STARTING TO EXPLORE MORE PROJECTS LOCALLY WITH THE SUPPORT OF AN INTERNATIONAL PARTNER HIGHLIGHT THE IMPORTANCE OF THE INTERNATIONAL PARTNER – SHOULD BE MORE THAN 1 TO ENSURE SUSTAINABILITY – EXPECTATION OF PARTNER IS THE ON THE GROUD SUPPORT – STEWARDSHIP OF YOUR MONEY AND THE DONATIONS OF TRF CONTRIBUTORS EDUCATION AND EXPERTISE – SAME AT BOTH ENDS – MUST HAVE COMPLETED GRANT CERTIFICTION TRAINING AND A HISTORY OF STEWARDHIP WITH PREVIOUS GRANT FUNDING
Areas of FocusPeace 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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REVIEW VERY BRIEFLY – HIGHLIGHT THE NEED TO PINPOINT WHERE A PROJECT FITS MOST – NEED FOR MEASUREMENTAND SUSTAINABILITY OF EACH AREA SELECTED
HOW TO FIND A GLOBAL GRANT OPPORTUNITY
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REVIEW SOME RESOURCES AVAILABLE TO CONNECT TO OR FIND A PROJECT
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OPPORTUNITIES
• Rotary Club member
• District Leadership
• District or International Conferences
• Rotarian Action Groups (RAGS)
• Rotary Showcase (on Rotary.org)
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- YOUR BEST SOURCE FOR AN INTERNATIONAL SERVICE OPPORTUNITY IS SOMEONE FROM YOUR CLUB OR DISTRICT THAT HAS TRAVELLED TO AN AREA. YOUR DRFC AND DG STREAM OFTEN GET REQUESTS FROM OTHER PARTS OF THE WORLD FOR ASSISTANCE WITH PROJECTS ATTENDING CONFERENCES – THERE ARE OFTEN BOOTHS AND TABLE DISPLAYS FOR ONGOING OR START-UP PROJECTS ON-LINE, ROTARY.ORG DISPLAYS A NUMBER OF PROJECTS THAT ARE LOOKING FOR PARTNERS ON ROTARY SHOWCASE RAGS – AN UNDERUTILIZED RESOURCE - WILL COVER IN A LITTLE MORE DETAIL
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Rotarian Action Groups (RAGs)
Who are they?International groups of Rotarians, Rotarians’ family members, Rotary program participants and alumni.
What do they do?Help clubs and districts plan and implement large-scale projects in a particular area of service.
Why do they do it?Because they have relevant expertise, experience, or a personal interest in a particular type of service activity.
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RAG are internationally organized groups of Rotarians, Rotarians’ family members, Rotary program participants and alumni, who have expertise or passion in a specific service area. They use their expertise to help clubs and districts plan and implement large-scale community development and humanitarian service projects in the area of their expertise.
Rotarian Action Groups | 15
RAGs engage members through service
RAGs represent some of the areas Rotarians are most passionate about…
PeaceClimate Change
Environment
Slavery Prevention
Climate Change
Disaster Preparedness
MaternalChild health
Mental Health
Blindness Prevention
Addiction Prevention
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In addition to enhancing Rotary’s impact and public image, RAGs also engage our members. RAGs give our members and their family members an opportunity to engage with Rotary through their service interests and passions. Our members come from different backgrounds and professions and they are dedicated to variety of issues such as climate change, prevention of slavery, mental health, peace, disaster assistance, and much more. Rotarian Action Groups represent some of the areas Rotarians are most passionate about both within and outside of Rotary’s areas of focus.
HOW TO START YOUR PROJECT
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HOW TO START YOUR PROJECT
• Project champion• Committee• Contacts at or near project site• Community needs assessment • Resources• Management – during and post project
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EITHER YOU BECOME THE PROJECT CHAMPION OR FIND ONE PERSON WHO WILL LOOK AFTER THE PROJECT FORM A COMMITTEE (DEPENDING ON THE SIZE AND COMPLEXITY OF THE PROJECT) COVER EXPERTISE REQUIRED ALREADY DISCUSSED THE IMPORTANCE OF THE INTERNATIONAL PARTNER – OTHER COOPERATING ORGANIZATIONS MAY BE AVAILABLE TO HELP COMMUNTY NEEDS ASSESSMENT MUST BE COMPLETED AT THE PROJECT SITE AND PROJECT BUILT AROUND THE COMMUNITY NEEDS CONSIDER RESOURCES NEEDED – PARTS AND EQUIPMENT AND OTHER – TO ENSURE SUSTAINABILITY ONCE ROTARY IS GONE CONSIDER HOW YOU WILL MONITOR PROGRESS OF PROJECT – WHO WILL MONITOR POST PROJECT
- FUND SOURCES- LEVERAGING OPPORTUNITIES
FUNDING YOUR PROJECT
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100%
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PROJECT FUNDING
• Club and individual donors• Fundraising events• Establish capacity• District matching funds• Cooperating organizations• Government of Canada• Rotary International matching funds
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COVER BRIEFLY THE FUNDRAISING ACTIVITIES – SEARCH FOR DONORS ETC – HIGHLIGHT THE IMPORTANCE OF CAPACITY BIOTH HUMAN RESOURCES AND $$ OTHER AREAS COVERED IN MORE DETAIL FUTURE SLIDES
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APPLYING FOR A DISTRICT DESIGNATED FUNDS
• Our district has two types of grants available to support Global Grant projects– Type A – Lead Club– Type C – Supporting Club
• Each of these grants require that the applying club contribute at least 4,000 USD towards the project
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APPLYING FOR A DISTRICT DESIGNATED FUNDS
• For a Type A – Lead Club grant, our district provides 15,000 USD of DDF funding for the project
• For a Type C – Supporting Club grant, our district provides 5,000 USD of DDF funding for the project
• In the 2019/20 Rotary Year our district provided 230,000 USD to support Global Grants
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The Type C – Supporting Club grant can support a Global Grant project initiated by any club in the world, it does not have to be led by a club in our district. The 230,000 provided is matched 1:1 by TRF, for a total project contribution of 460,000
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APPLYING FOR A DISTRICT DESIGNATED FUNDS
• More information about all types of grants can be found at:– www.rotary5360.0rg
• Applications DDF funds for Global grants opens on April 1, 2020
• Grants are provided on a first come, first serve basis to applications that meet the TRF Global Grant requirements
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Our district has a web site dedicated to the grants that we provide. This site has information about the various types of grants and the application forms required for each of the grant types. In the 2019/20 Rotary Year we will have provided 230,000 USD of funding to support Global Grants
• Funding from GOC is available 1:1 on Canadian Club contributions and Canadian District Contributions
• Some restrictions apply
• Some additional forms and approvals required
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THIS AREA IS COVERED IN A LOT OF DETAIL IN THE GRANT CERTIFICATION TRAINING SESSIONS – FUNDING HAS BEEN AVAILABLE FOR 4 YEARS, WE ARE IN THE PROCESS OF EXTENDING OUR TERM WITH THE GOVERNMENT AS THERE ARE STILL OVER $2 MILLION DOLLARS AVAILABLE ON THE CURRENT AGREEMENT BETWEEN ROTARY AND GOC
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Grant Focus
Five of Rotary’s 6 areas of focus are involved in Child & Maternal Health which is the preferred Area of Focus of the Canada program.
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FOLLOWS THE SAME FORMAT AS GLOBAL GRANTS – AREAS OF FOCUS
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Eligibility Restrictions
The agreement has three major eligibility restrictions:
1- Scholarships;
2- Construction activities of any kind;
3- Purchase of vehicles and major medical equipment (over $100,000).
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SOME RESTRICTIONS PUT ON BY THE GOVERNMENT OF CANADA
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Eligibility requirements….
All funded projects must take into account:
– Gender Equity; – Environmental Sustainability;– Good Governance
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The other areas we need to consider are not that different from the Global Grants with our Foundation. Example: Gender Equity, ensuring we are meeting the needs of both genders and associated issues. Environmental sustainability becomes a critical issue due to the fact that it is costly to do environmental assessments in the project country. Those projects will have to complete an Environmental Assessment form and each project will be assessed individually. No different than any GG, Good Governance and accountability is critical with all of Rotary’s GG.This is one of the reasons the GOC values and respects our governance guidelines with GG”s. You will be pleased to know that all of these forms are now included in the one Pre Qualification form. So you have only ONE form. Reminder: If the project has environmental impact then you will need to complete the Environmental form and submit. I will provide you more information on a new development to support us in making decisions on potential environmental issuers.
WHEN CONTACTING TRF CANADA - Use your GG number even if it is just a draft.
APPLICATION FOR GLOBAL GRANT TO ROTARY INTERNATIONAL
• Rotary International will provide a match for all District Designated funds at $1 for $1 from the World Fund
• Rotary International will provide a match for club funds, partner club funds and Government of Canada funds at
• $.50 for $1
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An example with the calculator:Calculator for Global Grant with Government of Canada money (Version française sous l'autre onglet)
A> Rotary Club Cash* $10 000,00 B>Cash coming from clubs outside Canada $ C> TRF 5% administrative fees on "cash" money** $500,00D> DDF from a District in Canada $10 000,00 E>DDF from a District outside Canada $ F> GOC Funds ($1 to $1 For A +D) $20 000,00G> World Fund ($1 to $2 for A+B+F) $15 000,00H> World Fund ($1 To $1 For D+E) $10 000,00
Subtotal $65 000,00Donation with NO MATCH FROM TRF (or TRFC) $Total NET available for project $65 000,00* All amounts are in US dollars**TRF 5% administrative fees is not included in the total
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Look at line G which further matches the GOC funds with the World Fund $1 to $1. From a financial perspective is this an amazing opportunity to increase our impact in projects? Note also that the calculator on the website includes lines for cash and DDF contributions coming from other countries. Know that these are not matched with GOC contributions. Voila!!!
QUESTIONS
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COMPLETING YOUR APPLICATION
2014
• Community Assessment• Online application process• Meet goals of area of focus • Be sustainable• Involve Rotary clubs in two districts• Minimum total budget of US$30,000• District confirms club is qualified
APPLYING FOR GLOBAL GRANTS
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Speaking points: Rotary clubs (as well as districts) can apply to Rotary for a global grant. Global grant requests can be submitted online at any time on www.rotary.org. To be eligible to receive a global grant, a project or activity must Support at least one area of focus and meet at least one of that area’s goals Be sustainable Involve Rotary clubs in two districts in two countries (one in the project country and one in another country) Have a minimum total budget of US$30,000 The district must confirm that a club is qualified to receive a global grant.
HOW TO USE THE GRANT CENTER
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RENEE TO COVER FROM HERE – FOR ALL THE SCREEN SHOTS
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FIND THE GRANT CENTER
Sign in to My Rotary.
Go to Take Actionthen Grant Center.
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NAVIGATE THE GRANT CENTER
The Grant Center’s landing page gives an overview of Rotary grants and links to helpful resources.
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NAVIGATE THE GRANT CENTER
You can search for grants by number, title, or area of focus. After entering search criteria, use the Filter button.
Use Grant Searchto find all of the global and district grants sponsored by your district, whether or not your club is involved.
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NAVIGATE THE GRANT CENTER
Use the menus at the top to navigate the Grant Center.
Choose My Grants to see all of the grants you’re involved in.
Go to My Actions to see the grants you’re involved in that require action from you.
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APPLY FOR A GLOBAL GRANT
To start a global grant application, go to Apply for a Grant.
Choose Global Grant from the list and click Let’s begin!
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APPLY FOR A GLOBAL GRANT
In step 1, Basic Information, start by telling us your project’s name, what type of project it is, and the primary host and international contacts.
Click on the question mark icons throughout the application for important information.
Use the Save & Continue button to move to the next step.
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APPLY FOR A GLOBAL GRANT
Throughout the process, you can click Save & exit application.
You can also create a PDF of the grant application at any time using Print application (PDF), or you can delete an application that is still in “Draft” status by clicking on Delete application.
Helpful Grant Resourcesare listed at the bottom of the right-hand column.
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APPLY FOR A GLOBAL GRANT
When you’ve completed steps 1-10, you’re ready to finalize and submit your application. In step 11 you Review and Lock your application. Check each answer you’ve given to make sure all of the information is accurate and complete. You may find it helpful to print the full application.
After you review the grant application, lock it. This will change its status from “Draft” to “Authorizations Required” and make it read-only — you won’t be able to make changes. Only the primary contact can lock the application.
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APPLY FOR A GLOBAL GRANT
In step 12, Authorizations, the primary contacts and district and club leaders will authorize the application.
Review the information, then click Authorize now. As soon as everyone who needs to authorize the application does so, the application is submitted to The Rotary Foundation for review. After your application is submitted, you cannot change it without contacting Rotary staff.
OVERVIEW OF TRF PROCESS Application needs more information/clarificationApplication ApprovedApplication declined
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RENEE TO COVER THIS AREA – BASIC INFORMATION ABOUT WHAT HAPPENS AT THE VARIOUS STAGES
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STEWARDSHIP
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EVA
2014
• Financial controls• Technical standards• Meet the needs of
beneficiaries• Fulfill objectives of club • Safeguard funds and
Rotary reputation
GRANT MANAGEMENT PROCESS
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EVA - A DISCUSSION ABOUT THE IMPACT AND IMPORTANCE OF OUR ACTIONS BOTH TO OUR OWN CLUB AND ROTARY AROUND THE GLOBE MOST IMPORTANT IS THE IMPACT ON THE SERVICE AREA – THE PEOPLE WE TOUCH
2014
Timeline for reporting:• Progress reports within 12 months of first
payment• Every 12 months through the term of the
grant• Final report within two
months of completion
GLOBAL GRANT REPORTS
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EVA Progress reports must be submitted within 12 months of receiving the first global grant payment and every 12 months afterward. The final report must be submitted within two months of completing the project or activity. Unused grant funds may be used for additional eligible and Foundation-approved expenses. Changes to a project must be approved by Rotary. Any unused funds returned to Rotary will be credited to the World Fund.
