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GRANTS MANAGEMENT SEMINAR
2020-21
HOW TO PARTICIPATE IN THE WEB MEETING
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HOW TO PARTICIPATE IN THE WEB MEETING
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HOW TO PARTICIPATE IN THE WEB MEETING
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HOW TO PARTICIPATE IN THE WEB MEETING
REQUIRED FOR CREDIT
The poll will be brought up at the end of the session.
It is required for credit –do not leave the meeting until it is completed.
THE ROTARY FOUNDATION GRANTS TEAM
Bill Harvey
District 5650 Rotary Foundation Committee Chair
Ed Walsh
District 5650 Global Grants Chair
Nicki Klein
District 5650 District Grants Chair
THE ROTARY FOUNDATION (TRF) LEADERSHIP
▪ District Leadership Team
▪ District Foundation Team
▪ Assistant Governors
TODAY’S AGENDA
▪ Club & Member Qualification / Certification
▪ 2020-21 DDF Funding
▪ Types of Grants
▪ Stewardship, Reporting
QUALIFICATION / CERTIFICATION
▪ Memorandum Of Understanding (MOU)▪ Signed by sitting / current Club President and Club President-elect
▪ Members participate in Grants Management Seminars (GMS)▪ 2 members participate for club Certification
▪ Only GMS participants are eligible to enter project applications
▪ Not Delinquent with Reporting, Payment of Dues or Tax Returns
▪ Club must submit goals on Rotary Club Central for membership, giving to the Annual Programs Fund, and giving to Polio Plus
TERMS OF QUALIFICATION / CERTIFICATION
▪ Valid for one Rotary year (July 1 – June 30)
▪ Entire club responsible
▪ Disclose potential conflicts of interest
▪ Proper use of grant funds
▪ Timely grant reporting
SOURCE OF GRANT FUNDING
2018-19
2
2019-202017-18 2020-21
SHARE
Projects
yr yr yr
Timeline
1Contributions
To APF(Annual Program Fund)
(Also known as SHARE)
Funds
Invested
Funds
Invested
3
TIMELINE
2020 – 2021 Program Year
SHARE Funds 2017-18: $117,873
50% of the funds go to each area below
DDF Funds DDF Funds
District Grants Global Grants
$58,936 $58,936
DISTRICT DESIGNATED FUNDS
FOR THOSE WHO MISSED THE OPENING:
REQUIRED FOR CREDIT
The poll will be brought up at the end of the session.
It is required for credit –do not leave the meeting until it is completed.
RESOURCES
Grants Page under The Rotary Foundation of www.rotarydistrict5650.org
▪ Documentation
▪ Announcements
RESOURCES
RESOURCES
▪ Terms and Conditions for District & Global Grants
▪ Rotary Foundation Code of Policies
▪ Rotary Areas of Focus
RESOURCES
DISTRICT GRANTS
District Grants DISTRICT GRANTS
▪ Local community projects
▪ Relate to the mission of TRF
▪ Include active participation of Rotarians
▪ Cannot repeat prior projects
▪ Scholarships ineligible
▪ Award Criteria may consider club’s past contributions to TRF
District Grants DISTRICT GRANTS – MONEY MANAGEMENT
▪ MUST use a dedicated bank account for all project funding and expenses
▪ Bank statements and check images must be part of project reporting
▪ Receipts required for all expenditures
▪ Project expenses may not be incurred prior to approval by RIF
District Grants Matching Funds
DISTRICT GRANTS-MATCHING FUNDS
▪ 1:1 Club Contribution / District Match
▪ Single Club District Grant Projects$1,500 – Maximum Match$500 - Minimum Amount from Club
▪ Multi-Club District Grant Projects$6,000 - Maximum Match(4 clubs must participate in order to receive the max. match)
$300 - Minimum Amount from any Club
District Grants Application Timeline
DISTRICT GRANTS – APPLICATION TIMELINE
▪ May 31, 2020 – Deadline to submit online applications
▪ June 2020 – District committee reviews project
applications, submits Spending Plan to TRF for approval
▪ July/August 2020 – Grant project approval notification;
funds received from TRF and disbursed to clubs; projects
can begin
▪ December 31, 2020 – Interim report due
▪ March 31, 2021 – Project completion deadline and final
report due
District Grants Application Timeline
DISTRICT GRANTS – ONLINE APPLICATION
▪ Information requested
▪ Determination of Need
▪ Sustainability
District Grants Application Timeline
DISTRICT GRANT PROJECT HISTORY
GLOBAL GRANTS
Peace and conflict prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community development
AREAS OF FOCUSAREAS OF FOCUS
GLOBAL GRANT BASICS
▪ Minimum Project Size $30,000
▪ Minimum Match from TRF $15,000
▪ Maximum Grant from TRF $400,000
▪ Maximum Project Size Unlimited
GLOBAL GRANT FUNDING
Club Contribution $10,000
District Contribution $10,000
TRF World Fund Match $15,000
TOTAL GRANT AMOUNT $35,000
Application deadline: September 1, 2020
TYPES OF GLOBAL GRANTS
▪ Humanitarian Projects
▪ Vocational Training Teams (VTT)
▪ Global Scholarship
Note: A Global Grant can be a combination of any of these types of grants.
A GLOBAL GRANT MUST:
▪ Align with one or more Area of Focus
▪ Be Host Community driven
▪ Exhibit good Stewardship of funds awarded
▪ Provide a Long Term Benefit – Be sustainable
▪ Include active Rotarian participation
▪ Be measurable
Vocational Training TeamsVOCATIONAL TRAINING TEAMS
▪ Include a Rotarian Team Leader and members with a minimum of work experience in the Area(s) of Focus
▪ Provide professional training
▪ May support travel of multiple teams (inbound and/or outbound)
▪ Must align with Area(s) of Focus
▪ Duration of trip and team size are flexible
GLOBAL GRANT SCHOLARSHIPS
▪ Graduate-level coursework
▪ 1 to 4 academic years
▪ Study in an Area of Focus
▪ Further the mission of TRF
▪ Applicant must provide proof of admission
ONLINE RESOURCES
▪ Rotary.org / My Rotary (https://my.rotary.org/en)
ONLINE RESOURCES
ELIGIBILITY GUIDELINES
▪ Global Grant funds must not be used for:
▪ New construction of habitation structures
▪ Purchase of land or buildings
▪ Cooperating organization expenses
▪ Personal benefit
▪ Duplication of TRF or Rotary program
▪ Reimbursement of existing project
▪ Excessive support of any one beneficiary
▪ See Grant Management Manual for full list of guidelines
SUSTAINABILITY
▪ The capacity for maintaining outcomes long-term to serve the ongoing needs of a community after grant funds have been expended.
▪ Optimal use of local resources.
▪ Prepare community for transition.
The responsible management and oversight of grant funds, including:
1. Rotarian supervision of project
2. Standard business practices
3. Reporting of irregularities to TRF
4. Implementing projects as approved
5. Financial records review
6. Timely submission of reports
STEWARDSHIP
Is the responsible management and oversight of grant funds, including:
1. Rotarian supervision of project
2. Standard business practices
3. Reporting of irregularities to TRF
4. Implementing projects as approved
5. Financial records review
6. Timely submission of reports
Prior Global Grants DISTRICT 5650 GLOBAL GRANTS
Project Country ClubProject
SizeCompl
Medical Equipment for
Koutiala Women’s and
Children’s Hospital
Mali Omaha
Night
Omaha
Millard
$118,100 2020
Zabuli Education Center
Science Lab
Afghanistan Omaha
Suburban
$38,500 2018
Water for South Sudan South Sudan Wayne $116,880 2018
RESOURCES
▪ District Leadership Team
▪ District Foundation Team
▪ Assistant Governors
▪ Rotary.org / My Rotary
▪ www.rotarydistrict5650.org
▪ One Rotary Summit
▪ Remaining GMS Webinars
▪ Rotary Leadership Institute
BEFORE LEAVING THE MEETING:
REQUIRED FOR CREDIT
The poll will be brought up at the end of the session.
It is required for credit –do not leave the meeting until it is completed.
CLOSING
THANKS FOR ALL YOU DO FOR ROTARY ANDTHE ROTARY FOUNDATION