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Grant Management Seminar 1
TRF Global GrantsDistrict 5470
Grant Management Seminar
Rotary Foundation Grants
• District grants• Global grants• Packaged grants
2
Grant Management Seminar 3
Successful Grant Projects• Areas of Focus• Real community needs Needs assessment• Frequent partner communication• Implementation plan • Sustainable• Proper stewardship of funds• Measureable goals• Proper stewardship of funds
Grant Management Seminar
Proposals
Multi-step process:• Submit a brief proposal to D-5470 Global
Grants Committee
• Submit more detailed TRF online application (after taking online tutorial)
Grant Management Seminar 5
Applying for Global Grants
• Two-step application process online• Meet goals of area of focus • Be sustainable• Involve Rotary clubs in two districts• Minimum budget of US$30,000• District confirms club is qualified
Grant Management Seminar
Application
Rotarians will submit an online application that provides the Foundation with more detailed grant activity and budget information.
(Depending on the award amount or complexity of the project, the Foundation may request additional details.) Applications requesting a World Fund award (match) of more than US$100,000 will be reviewed by the Trustees quarterly. The following dates will be used to determine at which Trustee meeting applications will be reviewed:
Grant Management Seminar
Global Grant Conditions
Activities must be sustainable and measurable.
Activities should stem from real community needs.
Global grants must be sponsored by two Rotary clubs or districts.
Both partners must be actively involved in the planning and implementing of all global grants.
Grant Management Seminar
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
Grant Management Seminar 9
Needs Assessment
• Base project on the community’s need• Assess resources of your club and
potential partners• Talk to the community
Grant Management Seminar
Sustainable Projects
Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended
Grant Management Seminar
Funding
The minimum award amount from the World Fund for a global grant, regardless of activity type, is US$15,000, which results in a minimum total financing of $30,000.
Maximum TRF award is $200,000.00
Grant Management Seminar 12
Global Grant Financing• DDF matched 100% with World Fund• Rotary Club cash contributions matched
50% with World Fund• Non-Rotarian organizations’ cash
contributions (no benefits from project) matched 50%
• Non-Rotarian organizations’ cash contributions (involved in project - not matched by the Foundation)
Grant Management Seminar 13
Sample Grant Funding
Contributions Rotary Foundation Match
District 5470 Designated Funds (DDF): $ 10,000.00 ----- $10,000.00
Rotary Club “A” Funds: $ 5,000.00 ------ $ 2,500.00
Rotary Club “B” Funds: $ 5,000.00 ----- $ 2,500.00
Cooperating Organization Funds: $ 1,000.00 ---- $ 0.00
$ 21,000.00 + $ 15,000.00* =
$ 36,000.00* (Project Funding)
*Satisfies Minimum Match of $15,000.00 and Minimum Project Total of $30,000.00
Grant Management Seminar 14
GLOBAL GRANT FUNDING TEMPLATE
TOTAL PROPOSED TRF FUNDING FOR HOST AND INTERNATIONAL SPONSOR CLUBS AND DISTRICTS MUST MEET OR EXCEED $15,000.00 TO BE FUNDED BY TRF FUNDS
GLOBAL GRANTS FUNDING TEMPLATE
PLEASE USE THIS TEMPLATE AS A TOOL WHEN WORKING TO ESTABLISH FUNDING LEVELS BY ALL PARTNERS
Typical Grant Funding Example OR Variable Grant Funding Sample
with EQUAL participation by With UNEQUAL participation
individual Club and District By BOTH Districts
Host Club Commitment Host Club Commitment
TRF Match 50% $ - TRF Match 50% 50% $ -
Host DDF 100% $ - Host DDF Variable TRF Match to Host DDF 100% $ - TRF Match to Host DDF 100% 100% $ -
Sponsor Club Commitment Sponsor Club Commitment
TRF Match 50% $ - TRF Match 50% 50% $ -
Sponsor DDF 100% $ - Sponsor DDF Variable
TRF Match to Host DDF 100% $ - TRF TOTAL $ - TRF Match to Host DDF 100% 100% $ - TRF TOTAL $ - needs to exceed $15,000
Total Grant Funding Amount $ - Total Grant Funding Amount $ -
PLEASE NOTE:
Insert the amount to be contributed by each Club partner and District into the colored cells to find out the total amount of the proposed grant, and to find out the amount of TRF funding to see if you have reached the TRF minimum.
TOTAL PROPOSED TRF FUNDING FOR HOST AND INTERNATIONAL SPONSOR CLUBS AND DISTRICTS MUST MEET OR EXCEED $15,000.00 TO BE FUNDED BY TRF FUNDS
All dollar amounts have been rounded up to the next dollar for use in these examples.
Grant Management Seminar
Financing 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 grants• Contributions should be credited to donor
Grant Management Seminar
Global Grant Reports: Frequency
• Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant
• Final report within 2 months of completion
Grant Management Seminar 17
Global Grant Proposal Form
Grant Management Seminar 18
Project Planning
• Form a three-person grant committee• Assign roles• Implementation plan• Budget• Contingency plan• Document retention plan
Grant Management Seminar 19
Creating a Budget
• Realistic• Competitive bidding• Reasonable prices• Disclose conflicts of
interest
Grant Management Seminar 20
Setting Goals
• Measurable• Sustainable• Qualitative (descriptive)• Quantitative (numeric)
Grant Management Seminar 21
Setting Goals
• Gather baseline data• Set goals• Determine method of measurement
Grant Management Seminar 22
Applying for and Implementing a Grant
Grant Management Seminar 23
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
Grant Management Seminar 24
Sustainable Projects
Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended
Lack of sustainability = No. 1 reason for GG rejection by TRF reviewers
Grant Management Seminar
Developing Sustainable ProjectsSustainability means different things to different organizations. For The Rotary Foundation, sustainability means
providing long-term solutions to community needs that the benefiting community can maintain after grant funding ends. Global grant projects must be sustainable and display the following characteristics:
CommunityNeeds/
Strengths
Have local sponsors conduct
a thorough assessment of the community’s needs
to identify a need that sponsors
are able to support and that
meets beneficiaries’ needs and fits
their values and culture. Involve
multiple communitypartners in the
planning process.
Materials/Technology
Funding Knowledge MotivationMonitoring/Evaluation
Purchase equipment andnew technology
from local sources,when possible.Ensure spare
parts are readilyavailable.
Involve communitymembers when
selectingtechnology or
equipment, andtrain them to
operate, maintain,and repair it on
their own.
Confirm local funding source
to provide long-term operation,
maintenance, repair, and
project longevity. Compensate
project participants appropriately
for their work to ensure continuity
of services.
Provide training, education, and
communityoutreach to strengthen
beneficiaries’capacity to meet
project objectives. Confirm that
recipients have a plan to transfer
knowledge to new beneficiaries.
Collaborate withlocal agencies/ organizations to
supply expertise, as needed.
Provide incentives for beneficiaries
and project participants to
continue ongoing support. Identify personnel willing
to lead beneficiaries to sustain project
outcomes.Prepare the
community to assume ownership
of the projectonce global grant
funds are fully expended.
Develop clear andmeasurable
project objectives,and identify methods for
collecting projectdata. Establish
baseline data for evaluation capable of demonstrating
significant change for at least three
years.
Global Grant Timeline
Planning Implementation Reporting
Grant Management Seminar
Global Grant First Steps
26
Grant Management Seminar 27
Application
Grant Management Seminar 28
Implementation
• Communication• Financial
management plan• Recordkeeping• Following original
plan
Grant Management Seminar 29
Evaluation
• Assists with reporting• Improves future projects• Based on goals • Ongoing process• Identifies successes
Grant Management Seminar 30
Oversight and Reporting
Grant Management Seminar 31
Financial Management Plan
• Bank account for funds• Distributing funds• Use checks/bank cards to track funds• Detailed ledger• Include local laws
Grant Management Seminar 32
Resources
• Document retention worksheet• Financial management plan worksheet• Transferring custody of a bank account• More on Rotary.org
Included in handouts
Grant Management Seminar 33
Document Retention
• Provide access• Retain for a minimum of five years• Make copies
Grant Management Seminar 34
Global Grant Reports: Frequency
• Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant
• Final report within 2 months of completion
Grant Management Seminar 35
Global Grant Reports: Content
• How partners were involved• Type of activity• Evaluation of project goals • How area of focus goals were met• How funds were spent• Number of beneficiaries and how they
benefited
Grant Management Seminar 36
Conflict of Interest
• Exists when a Rotarian benefits financially or personally from a grant
• Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)
Grant Management Seminar
Global Grants Training
Feb 28 – 2014 PETS - Denver
April 12 – Assembly - Pueblo
May 3 – Assembly – Grand Junction
Grant Management Seminar
Packaged Grants
Work with strategic partners
Predesigned projects
World Fund
Aligned with an area of focus
Grant Management SeminarDistrict Rotary Foundation Seminar
Strategic Partners
Global scope of work
NGOs, universities, corporations
Expertise in an area of focus
Formal relationship to secure resources
Enhance service opportunities through packaged grants
Grant Management Seminar
Packaged Grants
Rotarians involved with• Needs assessment• Technical expertise• Service• Promotion• Monitoring and evaluation
Grant Management SeminarDistrict Rotary Foundation Seminar
Packaged Grants
For clubs and districts
Predesigned projects
Funded by World Fund and strategic partner
Educational and humanitarian activities
Rotarians focus on implementation
Grant Management SeminarDistrict Rotary Foundation Seminar
Oikocredit
• Provides funds to microfinance institutions
• Economic and community development
Grant Management SeminarDistrict Rotary Foundation Seminar
• Connect Rotary clubs and microfinance institutions
• Training activities – humanitarian projects
• Available in India, Philippines, Uruguay
Developing Local Entrepreneurs
Grant Management SeminarDistrict Rotary Foundation Seminar
Aga Khan University
• 11 campuses in eight countries
• Curriculum reflects local community needs
• Maternal and child health
Grant Management SeminarDistrict Rotary Foundation Seminar
Training Health Educators
Vocational training teams to train nurse educators
Available in Kenya, Uganda, Tanzania
Maternal and child health
Grant Management SeminarDistrict Rotary Foundation Seminar
Nursing Scholarships
Campuses in Kenya, Uganda, Tanzania
Maternal and child health
Grant Management SeminarDistrict Rotary Foundation Seminar
• Operates hospital ship Africa Mercy
• In port in one country for about one year
• Disease prevention and treatment
Mercy Ships
Grant Management SeminarDistrict Rotary Foundation Seminar
• Support the Africa Mercy• Upcoming ports: Togo
and Guinea• Vocational training
teams• Disease prevention
and treatment
Medical Service and Training
Grant Management SeminarDistrict Rotary Foundation Seminar
• Postgraduate water education institution
• Global student body• Campus in the
Netherlands• Water and sanitation
UNESCO-IHE
Grant Management SeminarDistrict Rotary Foundation Seminar
• Study in the Netherlands
• 18 months • Building long-term
connections in the student’s home country
Water Scholarships
Grant Management Seminar 51
Rotary.org - Learning
Grant Management Seminar 52
Rotary.org – Learning: Grants
Grant Management Seminar 53
Rotary.org – Learning Center
Grant Management Seminar 54
Rotary.org – Take Action – Apply for Grants
Grant Management Seminar 55
Grant Application Tool
Grant Management Seminar 56
Continue: Rotary Grants
Grant Management Seminar 57
Global Grants: First Step
Grant Management Seminar 58
Online Application
Grant Management Seminar 59
Vocational Training Teams (VTT)
A vocational training team (VTT) is a group of professionals who travel to another country either to learn more about their profession or to teach local professionals about a particular field.
Grant Management Seminar 60
VTTs
District Grant VTTs
Global Grant VTTs
Packaged Grant VTTs
Details: downloadable from rotary5470.com
Grant Management Seminar
Example VTTS
D7980 (CT) and Indonesia• Combat spread of Dengue fever; tiling bathrooms
D7980 (CT) and South Africa• Best practices in early childhood education, preschool
curriculum, facilities and community support
D6400 (MI, Ontario) and D9550 Australia and East Timor• Train midwives• Train pharmacists in inventory control and security of
dangerous drugs
Grant Management Seminar
Example VTTs
Design efficient water D5340 (CA) and Uganda• pumps• Train community leaders and NGOs on microfinance• Train farmers to produce crops with high market value
D9600 and Holland• Train on how to combat the effects of drugs and
alcohol
D5020 (WA) and Philippines• Instruct elementary school teachers on methods of
teaching science.
Grant Management Seminar
Rotary Foundation District Committee
Foundation Chair: Ann Harris – [email protected]
District Grants Chair: Chris Unfug - [email protected]
Global Grants Chair: Peter Jeschofnig – [email protected]
Scholarship Chair: Dennis Shoemaker - [email protected]
Vocational Training Team Chair (VTT): Claudine Bogart - [email protected]
Annual & Perm. Fund Chair - Tony Cerato - [email protected]
Paul Harris Society Chair - Rice Brown - [email protected]
Polio Plus – Ken Robinson - [email protected]
63
Grant Management Seminar
Global Grants Committee
Chair: Peter Jeschofnig – Glenwood Springs Sunset RC - [email protected]
Allen Adger – Snowmass Village RC
Jerry Grandey – Telluride RC
Werner Stark – C.S. Interquest RC
Derk Torinus – Aspen RC
Tom Tudor- Rampart Range RC
Grant Management Seminar 65
http://www.matchinggrants.org/global/
Grant Management Seminar
In the 2011-2012 Rotary year, Roger Ptolemy was District Governor. Roger got an anonymous donor to match all Rotarians donations up to $500,000. Our District members stepped up and we collected $727,570 for the Annual Fund. Three Rotary years later 2014-15, 50% of that is given back to the District as DDF (District Designated Funds) to use for scholarships, grants, VTT or the polio fund. 50%= $363,785
2011-12 COLLECTED $727,570
Use of Foundation Dollars for 2014-15Global Scholarship (2) $15,000 each $30,000
Vocational Training Team ( 2) $15,000 each $30,000
District Grants $65,000 $65,000
Global Grants $120,000 $120,000
ROLL OVER (2015-16) $ 118,785
We CANNOT do any of these Rotary programs if Rotarians do not contribute EVERY YEAR to our Rotary Foundation.
2014-15 Returned to us $363,785