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Grants Management - March 2010

Mentor Training – 27 February 2010. Grants Management - March 2010. GLOBAL GRANTS. Global Grants - Outline. The Global Grant Process The Basic TRF Process District 5340 Enhancements Finding a Project Creating a Proposal Creating an Application Project Management Types of Global Grants

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Grants Management - March 2010

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  1. Mentor Training – 27 February 2010 Grants Management - March 2010 GLOBAL GRANTS Global Grants

  2. Global Grants - Outline • The Global Grant Process • The Basic TRF Process • District 5340 Enhancements • Finding a Project • Creating a Proposal • Creating an Application • Project Management • Types of Global Grants • Funding Examples • Timeline • Support, Resources and References • Questions Global Grants

  3. The Bare Bones TRF Process • Submit a Proposal through Member Access on the RI website • TRF approves or sends back for revision. • When approved, submit an Application through Member Access on the RI website. • When approved, Clubs send pledged funds to TRF. • TRF sends project funds to project account. • Project is implemented. • Reports are submitted. Global Grants

  4. The TRF Process The Rotary Foundation TRF Proposal Review TRF Application Review Approved Approved Funding and Project Implementation Proposal Preparation Application Preparation Reports Submitted Rotary Clubs Global Grants

  5. Proposals and Applications – Why? • The Proposal is less about the project itself, and more about the investigation and analysis that was done: • What are the specific needs? (Assessment results) • Does the community want it? • Will the community be involved in project execution? • What are the expected outcomes? • Will it be sustainable? • The purpose is to assure that the project concept is appropriate, and well thought out. Global Grants

  6. Proposals and Applications – Why? • The Application is to show that the project is well-planned and will be executed successfully. • The project must not include an assessment phase. This should have been done prepare the Proposal. Global Grants

  7. Global Grant Proposal Questions • Host Partner • International Partner • Benefitting community • Community needs • How are needs currently being addressed? • Brief project description, including benefits • Cooperating organizations, if any • How will the benefitting community be involved? • Does the community want the project? • What Area(s) of Focus are addressed? • How does the project address Area(s) of Focus? • Immediate and long-term outcomes • Sustainability • and 15. Start and End dates 16. and 17. Budget $ and Financing $ Global Grants

  8. Key Global Grant Proposal Questions • Host Partner • International Partner • Benefitting community • Community needs • How are needs currently being addressed? • Brief project description, including benefits • Cooperating organizations, if any • How will the benefitting community be involved? • Does the community want the project? • What Area(s) of Focus are addressed? • How does the project address Area(s) of Focus? • Immediate and long-term outcomes • Sustainability • and 15. Start and End dates 16. and 17. Budget $ and Financing $ Global Grants

  9. Proposals vs. Applications Proposal Application Detailed Project Description Project Description Detailed Plan and Schedule Investigation, Analysis, Justification, Impacts Detailed Budget and Funding Team Identification and buy-in Global Grants

  10. Additional Project Management Needs • An accessible location to review and improve proposals before submittal • Means to help District allocate funds provided by the District (DDF) • Means for project personnel to communicate with each other • A place to retain project documents • A place to display project status • Future: A place to find new projects Global Grants

  11. The Global Grants Website www.matchinggrants.org/global: • Provides an easy way to create, review, edit, and submit Proposals and Applications. • Provides a place to store all relevant documents. • Provides an easy way for project team members to communicate with each other. • Provides easily accessible project status. • Provides the District with the means to manage DDF allocations. • Provides an easy method to obtain advice and support from Foundation Mentors and the Foundation Committee. Global Grants

  12. Proposal & Application Review & Revise Project Status Review & Notifications Proposal MatchingGrants.org Application 5340 Matchinggrants.org TRF Documents Reports Documents & Reports – Storage & Retrieval Email List Management & Mailings Global Grants

  13. Finding a Project • The best projects build on existing relationships and past successful projects. • When fully implemented, you will be able to find new partners and projects on www.matchinggrants.org/global. • Before committing to a partnership, correspond with several clubs and compare the timeliness and quality of their response. Global Grants

  14. Creating a Proposal • Review relevant rules and guidelines. • Study the Proposal questions. • Study the Proposal and Application Checklist • Decide whether you or the Host Club contact should write the first draft. • Investigate the project thoroughly and objectively to obtain accurate answers. • Answer the questions directly and concisely. • At the Proposal stage, a detailed budget and funding plan is not required. • Get someone to review the Proposal. Global Grants

  15. Global Grant Requirements • Must support Rotary’s Mission Statement • Must deal with at least one of the Foundation’s six Areas of Focus • Must have a qualified partner in another Future Vision District in another country • The Rotary Foundation match must be at least $15,000 and not more than $200,000 • Contributions from the Host Club are no longer required. Global Grants

  16. The Rotary Foundation Mission Statement The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. Global Grants

  17. Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development Rotary Foundation Areas of Focus Global Grants

  18. Principles of Sustainability • Continuity of impact after project is over • Multiple levels: Economic, Cultural, Social, and Resources • Using local resources and expertise • Protecting the environment and natural resources • Greatest number of beneficiaries • Develop scholars and professionals • Develop project participants • Utilize local skills and organizations Global Grants

  19. Proposals: Things to watch out for • Q 3. Cover the geographical, economic, and cultural aspects of the region so the reviewer gets a feel for the area. • Q 4. and Q 6. Make sure the Needs stated in 4 and the Activities in 6 are in correspondence. • Q 13. Be sure you show how the results of the project will be maintained into the future. Global Grants

  20. Next: Creating an Application • We have not seen the Foundation’s Application Form but we know it will ask for: • Detailed execution plan • Resource identification – who, Rotarians and non-Rotarians, have participated and will participate • Plans for sustainability • Areas of Focus – How are they handled? • Identification of measureable results • Detailed budget • General funding plan • Team identification and signatures Global Grants

  21. Project Management • It’s difficult when you are not the performing organization. • Do your best to get a clear understanding and agreement in advance with the Host Club on their responsibilities. • Make sure they know how to use www.matchinggrants.org/global. • Show that you are interested and need information back here frequently for informal reports. Keep in touch. • Follow up on due dates in advance. • Stay current on reporting. Global Grants

  22. Global Grants Project Reporting • Final Report is due two months after completion of project and includes bank statements for all expenses. • If necessary, an Interim Report is due 12 months after TRF funds are disbursed, and every 12 months thereafter. • However, we are responsible for keeping in touch with the Host Club, and keeping up to date on project status and problems that develop. • Encourage the Host Club to use matchinggrants.org for informal status updates, problem reports and other project communications. Global Grants

  23. District-developed Global Grants Club-developed Global Grants Types of Global Grants Global Grants

  24. District-developed Global Grants • Established to maintain and improve relationships with Districts with whom we have productive long-term relationships. • Allows Clubs to participate in larger projects than they could otherwise afford. • District Designated Funds range from $20,000 to $25,000, without requiring Club contributions. • Club contributions are encouraged, but no additional DDF is allocated to the project. Global Grants

  25. District-developed Grants for 2010-2011 • District 9200 – East Africa • Uganda, Adopt-a-Village with VTT • Kenya, Nairobi Water • District 9270 – South Africa • Durban, Medical Vocational Training Team • District 3000 – India • Tamil Nadu Region, Adopt-a-Village • District 4400 – Ecuador • Community Schools Global Grants

  26. Club-developed Global Grants • Initiated by Clubs, based on prior relationships, or by searching http://www.matchinggrants.org. • Receive a 2:1 DDF match. • Maximum DDF: • $12,000 per project • $12,000 per club • Clubs may be primary contact in more than one grant. • The Rotary Foundation match: 50% for Club contributions, 100% match for DDF. • If more DDF is requested than is available to the District, an evaluation and selection of projects will be made, based on merit. Global Grants

  27. District-developed Global Grant Global Grants

  28. A Minimum Club-developed Grant Global Grants

  29. Club-developed with Host participation Global Grants

  30. Global Grants Timeline • Global Grant Proposals entered into www.matchinggrants.org/global by May 1, 2010. Earlier is better, in case you would like a preliminary review (on request to your Mentor, Fistere, or Lamoise). • TRF and District review, and DDF allocation if needed, by May 31, 2010. • Grant Applications entered into www.matchinggrants.org/global by July 1, 2010. • Projects must be implemented within one year of Funding. Global Grants

  31. To learn more: • Become familiar with the Project Proposal Form. • Read: • RI Future Vision Plan Overview • Club Memorandum of Understanding • Grant Management Manual • Terms and Conditions • Proposal and Application Checklist • and other posted documents • Subscribe to: • RI’s Future Vision Pilot News • Consult frequently: • District 5340 Foundation News Center • District 5340 Frequently Asked Questions (FAQ) • Ask questions… and go for it! Global Grants

  32. Global Grants

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