District 6970 Foundation Seminar 2013 Lessons Learned-Keys to Success

1. District 6970 Foundation Seminar 2013Lessons Learned-Keys to Success

2. Purpose • Global Grant Overview, Qualifying & Process • Need, Buy In, Measurability, Sustainability (M&E) • Vocational Training Teams (VTTs) • Scholarships and The Scholarship Committee • The Global Grant Application

3. Global Grants • Humanitarian Work (> $30,000) • Vocational Training Team (VTT) • Scholars • Address Six Areas of Focus • Must show local community buy in • Must show sustainability!! • Measurable objectives

4. 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 4

5. Successful Grant Projects Real community needs Frequent partner communication Implementation plan Sustainable Proper stewardship of funds

6. Needs Assessment • Base project on the community’s need • Assess resources of your club and potential partners • NOTE: partnering organizations must also sign an MOU, and have no conflicts of interest • Talk to the community

7. Sustainable Projects • Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended

9. Vocational Training Team Grants • Have a mission, often skill or knowledge transfer • Can have more than one Rotarian • Does not require 30 days • More than one trip allowed • Must address one or more of Six Areas of Focus • Must show sustainability!! • Logistics up to Club/District • Generally, a part of a Humanitarian Grant Application

10. Scholar Grants • Post-graduate work • Can be for more than one year • Global Grant application – must be greater than $30,000 • Six Areas of Focus • Must show how education will further mission of TRF • Award decision by TRF • Logistics up to Club/District • Scholar Committee Approval • Share Committee Approval

11. Applying for and Implementing a Grant

12. Qualification Requirements • Attend a grant management seminar • Agree to club memorandum of understanding and submit signed MOU to District • Agree to Rotary International Club MOU and submit to District • No more than three open grants of any type • IF you intend on requesting DDF, you must notify the DRFC, in advance of submission to TRF

13. Applying for Global Grants • 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

14. Global Grant Financing • DDF matched 100% with World Fund • Rotarian cash contributions matched 50% with World Fund • Non-Rotarian cash contributions • Always consult District Leadership

15. Financing Guidelines Contributions raised by Rotarians Funds cannot be raised from beneficiaries in exchange for a grant Funds cannot come from other grants Contributions credited to donor

16. Financial Management Plan • Bank account for funds • Distributing funds • Use checks/bank cards to track funds • Detailed ledger • Include local laws

17. 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

18. 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

19. Successful Examples • Guatemala Footbridges • Honduran Water Project and VTT • Yachana Technical Institute in the Amazon • Unsuccessful • Two Separate Scholar Candidates

20. Thank you