The Rotary Foundation Grant: May the Funds be With You

1. The Rotary Foundation Grant: May the Funds be With You Direct Assistance to Vermonters Impacted by Tropical Storm Irene

2. Episode I Agenda • Rotary International • The Rotary Foundation (TRF) Grant & Irene Recovery • CAAs and LTRCs • Goals • Who is Eligible and What Are They Eligible For? • Application, Assessment, Approval & Assistance • Contacts and Handouts • Rotary Involvement • Q & A

3. Rotary International & TRF • Volunteer Organization • Business, Professional & Community Leaders • Humanitarian Service – Goodwill & Peace – Service Above Self • TRF funds collaborative humanitarian projects that benefit communities in need

4. TRF / Background for this Grant • Matching Grant – Must involve 2 Rotary districts: 1 in project country (host) and 1 in another country • Must be for “humanitarian project” • Applicant must have raised minimum amount of pledged funds to apply for match • Districts approached SEVCA after trying to connect with other Irene Recovery groups

5. What is Community Action and what are the LTRCs? • CAA Overview – Fact Sheets • LTRCs’ Role in Irene Recovery

6. Goals • Assistance to Vermonters with critical needs due to loss, damage, and displacement caused by Irene • Help restore households to functional status in accordance with grant guidelines

7. Who is Eligible for Assistance? • Residents impacted by Irene, as verified by: • FEMA Registration Number • Referral from VT 2-1-1 or other source • Other confirmation of being affected by Irene • Must have unmet needs, or hardships suffered, or household’s resources depleted • Unavailable or inadequate resources

8. Short-Term Rent Fuel & Utility Assistance Furnaces & Fuel Tanks Mold Remediation Well Repair Septic System Repair Appliance Repair & Replacement Waste/Debris Cleanup & Removal Car Repair / Transport. Assistance Service Road & Culverts Food What Types of Assistance does The Rotary Grant Support?

9. Who/What is Not Eligible TRF grant funds cannot be used for: • Assisting Rotarians or immediate family members • Non-VT residents or 2nd home owners • Repair or construction work in or on a home • Businesses, public facilities, or other non-residential buildings • Purchase of land or buildings • Fixing conditions not caused by Irene

10. The Flow of Funds • The Rotary Foundation will send funds to Vermont Rotary grantee • SEVCA will receive funds from Rotary grantee, and disburse them to CAAs • Each CAA will use funds to provide assistance in their service area via designated case managers

11. How to Apply for Assistance: • Current Disaster Recovery Clients – Case managers will assess eligibility / applicability of TRF funds to help with specific needs • New Applicants – Referrals from Rotarians, LTRCs, other CAA staff, other providers, etc., or may apply directly • Case managers fill out TRF Grant Assistance Application with clients

12. Are There Income Eligibility Guidelines? No specific income eligibility threshold, but… • Assistance based on need – If other available resources appropriate / sufficient to meet need, household not eligible. • Household may still be eligible for other assistance sources

13. Can TRF Grant Fund Building Materials and/or Contractors? • No building materials, except: • Equipment – e.g., furnaces, fuel tanks, appliances (but can’t use for installation) • Materials for outside work (e.g., wells, septic systems, culverts, service roads) • No contractors, except: • Outside work (wells, septic systems, etc.) • Mold remediation • Waste / debris cleanup & removal

14. May Applicants Receive More Than One Type of Assistance? • Yes, if eligible, justified by need, and appropriate • Example: If client needs food & utility assistance, application may be written to request both.

15. Rotary Involvement May include: • Volunteering at / documenting work at project sites • Publicizing grant, program, specific projects to local media & district • Sharing resources, coordinating volunteers • International & host partners sharing info

16. Rotary Volunteer Opportunities / Contacts • Assist with ‘hands-on’ volunteer projects. • Consult with local club & vol. coordinators to choose efforts appropriate to abilities • See contact list

17. Handouts • Contact list • CAA and Rotary fact sheets • Sample brochure • Sample flyer • Application form • PowerPoint presentation handout • Rotary photo & story guidelines

18. QUESTIONS AND ANSWERS

19. Episode II Agenda • Grant Allocation / Disbursement • Financial Reporting Procedures • Application Process and Forms • Client Assistance: Decision-making & Fund Leveraging • Cost Estimates • Data Collection • Selecting Spotlight Projects • Rotary Involvement, Volunteer Coordination • Photographs, Success Stories, PR/Media • Q & A

20. Grant Allocation / Disbursement • Percentages based on final FEMA registrations by CAA service area • Initial quarterly advance of funds at start of program • Then quarterly reimbursement; sooner if funds will be expended more quickly

21. Financial Reporting Procedures • Quarterly reports and reimbursements • Invoicing & other fiscal procedures • Electronic submission of reports & receipts

22. Application Process / Forms and Client Assistance • Application process /form • Income/resource assessment • Decision-making process / resource leveraging • Project cost estimates • Maximum cost per household – $5,000 • Projected start date as determining factor

23. How is Priority for Assistance Determined? • Screening / assessment conducted to identify: • Whether needed assistance is allowed by grant • Urgency of need • Scale & cost of needed assistance • What other resources are already targeted to project • Disabilities and/or special needs • Sustainability of assistance • Potential long-term impact of the assistance

24. Estimated avg. costs per category Short-Term Rent: $400 Furnaces & Fuel Tanks: $3,000 Mold Remediation: $1,200 Well Repairs: $3,000 Septic System Repairs: $3,000 Fuel & Utility Assistance: $500 Appliance Repair & Replacement: $325 Waste/Debris Cleanup & Removal: $200 Car Repairs/Transportation Assistance: $400 Service Roads & Culverts: $1,500 Food: $100

25. Is there Flexibility for Needs Not Listed? • Possibly for limited exceptions, but only via specific prior approval, obtained as follows: • Contact Mary Ann Wolf at SEVCA to make request: mwolf@sevca.org; 722-4575 x128 • If feasible, request forwarded to Rotary Appropriations Committee for approval

26. Are Reimbursements Allowed? • Yes, providing work done and invoice dated on or after May 8, 2012, when grant was awarded.

27. Data Collection • Data categories and reporting • Spreadsheets • Sample handouts

28. Promoting the Projects • Signed client releases • Monthly stories for Rotary newsletter • Coordinate coverage w/local media contacts for feature stories • Spotlight stories – feature collaborative efforts & Rotary volunteers • Photos: Clients, before/after, volunteers/crews at work

29. Where and when do we send photos & stories? • Please send photos and stories to Mary Ann Wolf soon after the project is completed. mwolf@sevca.org Any questions, call 722-4575 x128

30. QUESTIONS AND ANSWERS

31. SEVCA Contacts • Mary Ann Wolf, Case Mgmt Supervisor – 722-4575 X128, mwolf@sevca.org • Pat Burke, Family Services Director – X127, pburke@sevca.org • Lisa Clarke, Development Director – X140, lclarke@sevca.org • Sara Powers, Finance Director – X106, spowers@sevca.org