District 5840 Grant Management Training March 3, 2019

1. District 5840 Grant Management Training March 3, 2019

2. Today’s Agenda Club Qualification 2019-2020 DDF Funding Types of Grants Stewardship, Reporting

3. Qualification Club Qualification process is simple: Signed Memorandum Of Understanding (signers are not required to attend GMT) At least 2 members attend/complete a Grant Management Training Not Delinquent with Reporting, Payment of Dues or Tax Returns

4. Terms of Qualification Valid for one Rotary year Involve the active, personal participation of Rotarians Disclose potential conflicts of interest Proper use of grant funds Timely grant reporting

5. Source of Grant Funding

6. District Designated Funds 2019 – 2020 Program Year Annual Program Fund 2016-17: $187,171 50% of the funds available for local grants DDF FundsWorld Funds District Grants Global Grants $ 93,585$93,585

7. Types of Grants District Grants Global Grants 2016

8. District Grants

9. District Grants • Local or international community projects • Relate to the mission of TRF • Include active participation of Rotarians • Project expenses may not be incurred prior to approval • Award Criteria will include club’s past contributions to TRF

10. District Grants • Should be innovative, flexible, and simple so they can be completed within the Rotary fiscal year. • Receipts required for all expenditures • Must avoid legacy projects • May apply for scholarship funds

11. District Grants Matching Funds 1:1 Club Contribution Minimum Project Amount - $500 Max. District match - $2,500

12. District Grants Application Timeline July 31, 2019 Last day to submit Applications August 1, 2019 Committee reviews applications, submits Spending Plan to TRF for approval September 1, 2019 Grant approval notification; funds disbursed when Block Grant is received. May 31, 2020 Final Report with Receipts Due or 30 days after project complete

13. Partial List of 2018-2019 District Grants Awarded • Ballinger Adoption Awareness $2,500 • Del Rio School Supplies $1,000 • San Saba Dictionaries $250 • SA Dominion Babysitter Training $750 • Kerrville First Responder Training $2,500 • SA South Defibrillator $600

14. How to Apply for a District Grant • Must apply on-line • Use District Website • Only individuals completing grant management training can enter grant request • No changes after July 31st unless directed

20. Global Grants

21. Six 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

22. Global Grant Basics Minimum Project Size $30,000 Minimum Match from TRF $15,000 Maximum Grant from TRF $200,000 Maximum Project Size Unlimited

23. 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.

24. Fund Large-Scale Activities: Align with one or more Area of Focus Are Host Community driven Exhibit good Stewardship of funds awarded Provide a Long Term Benefit - Sustainable Include active Rotarian participation Are measurable

25. Vocational Training Teams Rotarian Team Leader and members with a minimum work experience in Area of Focus Provide professional training May support travel of multiple teams Must align with Area of Focus Duration of trip flexible

26. 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

27. Global Grant Funding Club contribution $10,000 District contribution $10,000 (Match 1.00 / 1.00) TRF World Fund match $15,000 (Match: Club .50 / 1.00; District 1.00 / 1.00) Total Grant Amount $35,000

28. Eligibility Guidelines 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

29. 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.

30. Stewardship The responsible management and oversight of grant funds, including: • Rotarian supervision of project • Standard business practices • Reporting of irregularities to TRF • Implementing projects as approved • Financial records review • Timely submission of reports

31. Bank Accounts • Separate account(s) must be established for Rotary grants • Payment will only be submitted to a bank account specifically for the project • Project account name should be easily identifiable by club and project

32. Report online: Progress Reports are due at least every 12 months for the life of the project Final Report is due within two months of the project’s completion Document Retention – 5 years Reporting Timeline

33. RESOURCES District 5840 website: www.rotary5840.org A Guide To Global Grants: www.my.rotary.org/en/document/guide-global-grants Grants Education www.rotary.org/grants The Rotary Foundation Renee Reiling Grants Officer The Rotary Foundation Phone: 847-866-3314 Email: renee.reiling@rotary.org .

34. Thanks for all You do for Rotary andThe Rotary Foundation