District Grants

1. District Grants Alex Glass, District Grant Chair District 5160 Assembly Oroville, CA 19 Mar 2011 Vallejo, CA 16 Apr 2011 Redding, CA 14 May 2011

2. Future Vision Plan • In 2010, District 5160 became a Pilot District. • Under the Rotary Future Vision Plan, the Humanitarian Grants structure was changed. • Two types of Grants are funded through the Rotary Foundation – District Grants and Global Grants. • Global Grants are large, usually international projects with budget > $15,000. • In District 5160, Neal Bordenave (Chico Club) is Global Grants Chair.

3. District Grants • District Grants usually fund local projects, but also can be used for smaller international projects. • DGs can support humanitarian and service projects, scholarships and vocational training teams, as well as international travel for project planning and direct service. • DGs are administered by the District Foundation Team, headed by Foundation Chair Candy Pierce.

4. How are DGs Funded? • DGs are funded by the Rotary Foundation with an allocation from the District Designated Fund (DDF). • The district requests a single grant annually for DGs, which can total up to 50% of its annual giving. • The funds are then disbursed to the clubs on the basis of proposals that are submitted to the grant committee. • The committee consists of Candy Pierce, Guy Greco, DG Karl Diekman, Dean Labadie, and myself.

5. Criteria for District Grants • To receive a grant, clubs must be: • Qualified (all participating Clubs in the District) • Each year, President-elect must sign an MOU • Up to date on project reporting • Projects must be: • New • Humanitarian in nature • Responsive to a community need • Consistent with the guidelines laid out in the Future Vision Plan Terms and Conditions.

6. Restrictions • Grants cannot be used to fund: • PROJECTS ALREADY IN PROGRESS OR COMPLETED • Purchase of land or buildings • New construction of an occupied building (repairs are OK) • Fundraising • Operating costs of another organization • Cash donations to another organization • Others specified in the Terms & Conditions • Please read the T&Cs (see District Web site)

7. International Projects • Small (< $15,000) international projects can be funded with District Grants. • Partner Clubs do not have to be in a pilot district • Partner Clubs must be up to date with the Rotary Foundation • Be sure that the project meets the Foundation’s criteria • Be sure that your partner understands the schedule for availability of funds • Projects can involve non-Rotary organizations and non-Rotary countries (Viet Nam)

8. Schedule for 2011-2012 • 2011 Club MOU must be submitted by March 31 • Grant applications are due on May 1, 2011 • Applicants will be notified by August, 2011 • Funds will be disbursed to the Clubs late in 2011 • Rotary Foundation will not release the funds until all reports are completed for 2009-2010 • In past, funds were not disbursed until May. • This year, we are trying to get funds out earlier. • In general, projects should be completed within 12 months of receipt of funds.

9. How to Apply • Applications are due by May 1, 2011. • Application forms are on the District Web site. • Send completed application to me at the address shown on the form. • Applications can be sent by e-mail, fax or US mail – • Digital form is preferred. • Application must be signed by the Club President and two other Rotarians, with contact information. • I’ll review proposals and contact you with any questions.

10. Contents of the Application • Identify the club(s) submitting the proposal. • Describe the project, its location and its objectives. • Describe benefit to community and to those in need. • Describe “hands-on” participation by Rotarians. • Describe your plan to publicize the project. • Identify other participating organizations. • Indicate the duration of the project. • Identify who is responsible for the project.

11. Financial Details • Provide a detailed budget for the complete project. • Indicate all sources of funds for the project. • Include letters of commitment if you have them. • Include details of expenditures – how will money be spent? • Be specific. This is where people get into trouble. • If you have questions about your proposal, send me a draft in advance • Start planning now.

12. Proposal Reviews • Proposals will be reviewed by the District Grant Committee. • We may ask you for clarification or more information. • Proposal reviews will be completed by end of June. • We plan to be able to disburse checks to the winning clubs by August, conditional on receiving complete reports from all clubs funded in 2009-2010.

13. Criteria for DSG • Most projects will request $2,000 - $5,000 in DG funds. Up to $15,000 is allowed. • Additional funds from other sources is highly recommended. • Preference will be given for: • Projects jointly submitted by multiple clubs • Projects including participation by Rotaract or Interact clubs • Projects with public relations potential • Clubs that have not previously won a DSG award • Clubs that have met district annual per capita giving goal

14. Detailed Reports are Required • A quarterly progress report must be sent to District DSG Chair. • A detailed report is due twelve months after receipt of funds or within two months after completion of the project. • Please keep all receipts and provide complete details of all income and expenditures. We recommend setting up a separate bank account for the project. • Retain copies of all reports and receipts for three years after completion of project. Keep copies of Bank Statements . • Please report promptly any publicity events, with copies of publications, videos, etc. where possible. • Failure to provide complete reports on time will jeopardize future funding for the District and for your club.

15. 2008-2009 District Simplified Grants

16. 2009-2010 District Simplified Grants

17. 2010-2011 District Grants

18. Any Questions ? Alex Glass District Grants Chair 206 Hillcrest Road Berkeley, CA 94705 (510) 910-4968 phone (510) 653-4803 fax ajglass2002@yahoo.com