district 6380 rotary foundation grant management seminar
TRANSCRIPT
District 6380Rotary Foundation Grant Management Seminar
Future Vision OverviewFor District 6380
District Governor Elect Donald Riddell III
PDG Donald ChisholmDistrict Rotary Foundation Chair
Why Future VisionStrengthen impact of club projectsSharpen focus of overall grants activityTransfer more decision-making locallyPartner with other organizationsSimplify the Foundation grants process Increase visibility and image
Three Types of Grants
Rotary Foundation District Grants
Rotary Foundation Global Grants
Packaged Grants
Rotary Foundation District Grants Projects mission-related, flexible and
innovative Educational and humanitarian projects or
activities that support the mission of TRF Smaller activities and projects Local decision making, broader guidelines Follow District rules consistent with TRF
guidelines (similar to last year’s rules) District and Club stewardship strengthened
Rotary Foundation Global Grants Educational and humanitarian purposes
consistent with the six areas of focus Sustainable outcomes with long term impact Must meet specific standards Require Rotarian participation Require host & international partners Larger grant awards (minimum $15,000 World
Fund grant, minimum total grant $30,000)
Packaged GrantsOpportunity to work with Foundation’s
strategic partnersPre-designed activitiesLimited, but increasing, menu of
activitiesSupporting the Six Areas of Focus
Keys to Successful Grant Projects
Meet real community needsHave frequent partner communicationHave implementation plan with
measurable goals and outcomesAre sustainable beyond life of the grantPractice proper stewardship of grant
funds
Rotary Foundation District GrantsFor District 6380
Rotary Foundation District Grants Rules on the District 6380 website under
Foundation Committee, Grants Read terms and conditions on District
Website Application on the District 6380 Website Follow District rules consistent with TRF
guidelines (similar to our rules for last year) Must Relate to TRF mission
Rotary Foundation Mission
To enable Rotarians to advance world understanding,
goodwill, and peace through the improvement of health,
the support of education, and the alleviation of poverty
Applying for Rotary FoundationDistrict GrantsApply on or after July 1, 2012 and no
later than September 15, 2012. Application can be downloaded from the District 6380 website
Submit application to District Grants Chair PDG Terry Youlton
Rotary Foundation District GrantsAre for smaller activities and projects than
those funded by a Global Grant$0.50 for $1.00 match up to $2,500,
which may vary with supply and demand.May be for local or international projects
and activitiesDo not need an international Club as a
partner, but must have Rotarians actively involved at both ends.
Rotary Foundation District Grants Rotary Foundation District Grant funds do not need to
be kept separate bank account Rotary Foundation District Grant funds may not be
kept in an interest bearing or investment account Must disclose any potential conflicts of interest The Club Memorandum of Understanding must be
signed by the Club President and President Elect and returned to DRFC Don Chisholm prior to submission of the application for either a Rotary Foundation District Grant or a Rotary Foundation Global Grant.
Rotary Foundation District Grants A member of your club must attend a District
6380 Grants Training session (This counts) A member who attended the training, appointed
by the Club President must oversee the use of grant funds, reporting and see that the Club Memorandum of understanding is complied with
The project budget as approved must be adhered to unless the District Grants Committee approves changes in advance
The Rotary Foundation considers its funds to be the last funds spent
Club must return any unspent Rotary Foundation District Grant Funds
Rotary Foundation District Grants
All expenses must be documented with receipts
Reports must include copies of canceled checks and documentation of each expenditure
Clubs must preserve records for seven (7) years or as otherwise informed by District and the Rotary Foundation
Club must cooperate with any District or Rotary Foundation Audit
Creating a Project
Successful Grant ProjectsMeet real community needsLarge grants require formal needs
assessmentsHave frequent partner communicationHave implementation plan with
measurable goals and outcomesAre sustainable projects that continue after
grant funds have been expendedPractice proper stewardship of grant funds
Project Planning
Form a three-person grant committeeAssign rolesSet measurable and sustainable goalsCreate a budgetCreate an implementation planHave a contingency plan
Creating a Budget
RealisticCompetitive biddingReasonable pricesDisclose potential or real conflicts of
interest
Applying for a Grant
Applying for Global Grants
Submit grant proposal and application through Member Access
Must meet goals of area(s) of focus Must be sustainableMust involve Rotary clubs in two pilot
districtsMinimum project budget of US$30,000District must confirm club is qualified
Areas of Focus
Peace and conflict prevention/resolutionDisease prevention and treatment Water and sanitationMaternal and child health Basic education and literacyEconomic and community development
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 grantsContributions should be credited to
donor
Project Implementation
Evaluation
Ongoing during project implementation and after completion
Based on goals set for the projectAssists with reporting requirementsUse findings to improve future projects
and identify successes you can promote
Rotary Foundation Global Grant Reports: FrequencyProgress reports received within
12 months of first paymentProgress reports required every
12 months through the life of the grantFinal reports due within 2 months of
completion
Rotary Foundation Global Grant Reports: ContentHow both partners were involvedType of activity: humanitarian project,
scholar, vocational training teamEvaluation of project goals and how funds
met the goals of the area(s) of focusHow funds were spentNumber of beneficiaries and how they
benefited
Qualification
StewardshipStewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of projectFollowing standard business practicesReporting of irregularities to TRF Implementing projects as approvedFinancial records reviewTimely submission of reports
Qualification Requirements
Attendance at a district Rotary Foundation Grant Management Seminar (this counts)
Must implement Club MOU requirementsSubmission of signed club MOUMust be current on filing of all Grant reports
to be eligible to apply for any Foundation Grant
Terms of Qualification
Qualification is valid for one Rotary yearThe club as an entity is responsible for
the use of fundsDisclose potential conflicts of interestCooperate with all auditsProper use of grant funds
Maintaining Qualification
Follow the terms of the club MOUFully implement stewardship and grant
management practices to prevent misuse of funds
Appoint a club member or committee to manage club qualification and oversee stewardship
The Club Memorandum Of Understanding (“MOU”)
Let’s look at the Club MOU!
Specific District Requirements Receipts required for all Grant expenditures Do not need separate Bank account or Club
financial management plan for Rotary Foundation District Grants
Must submit copies of cancelled checks and expenditure documentation for Rotary Foundation District Grants as part of your report to District and the Rotary Foundation
Must establish Document Retention plan for all Foundation Grants of no less than seven (7) years.
Thank you