District 7570 Rotary Foundation Grant Management Seminar

1. District 7570 Rotary Foundation Grant Management Seminar Vision for the Future Transform Lives

2. Overview of Future Vision Plan Management of a Foundation Grant Stewardship & sustainability requirements Club Qualification Implementing the club Memorandum of Understanding Grant Projects Agenda

3. New Vision Enables Rotarians to Support Foundation Mission to: Advance world understanding, goodwill, and peace through the improvement of health, the support of education and the alleviation of poverty

4. Future Vision Plan Priorities • SIMPLIFY programs and processes • FOCUS service efforts • SUPPORT local and global efforts • LOCAL decision making and flexibility • INCREASE Club Ownership • ENHANCE Rotary’s public image • IMPROVE sustainability • INCREASE metrics to measure results

5. Six Grant Areas of Focus Water Disease and Maternal & Prevention Sanitation Child Health & Treatment

6. Six Grant Areas of Focus Goodwill Basic Educationand Peace and Literacy Economic & Community Development

7. T H E O L D G R A N T M O D E L

8. New Model: Only Three Grant Types • PolioPlus • Humanitarian Grants • District Grants • Global Grants • Packaged Grants • Vocational Training & Educational Grants • Scholars • Peace Fellows • Vocational Training Teams (VTT)

9. Global Grants are New! • Bigger Budgets • Minimum match by foundation $15,000 • Minimum project budget is $30,000 • Align with one of the six areas of focus • Longer-term Impact of grant • Grant managed by Rotary Foundation

10. Global Grants are BIG! • Fund Large-scale International Projects • Respond to need identified locally • Designed so the community can help itself after the Rotary work is done • Apply online at Rotary website • Active Rotary Involvement • Support Graduate-Level International Study

11. District Grants are New! • Will Fund: • Local or International Projects • Humanitarian, Educational & Travel • Disaster Recovery & Other • Grant Match may average $3,000 • Grants Managed by Our District • Maximum District match is $10,000

12. District Grants are Flexible! • Simple, flexible, innovative • Educational & humanitarian projects • Align with Rotary Foundation mission • Smaller budgets & local decisions • Local decision making, less red tape • No Match from Rotary Foundation

13. Examples of Grant Activity District Grants Global Grants • International travel for local doctor to volunteer. • Scholarship for student to attend local university. • Donation of art supplies to assist local youth. • Mixed profession vocational training teams • Dictionary project in Jamaica and Virginia • Other Examples ? • International safe drinking water, sanitation, and hygiene education • Sponsorship ofstudent to Study Abroad. • International malaria project • Single vocation Rotary Vocational Training Team sent abroad Other Examples ?

14. Packaged Grants are New! • Predesigned Large Projects • Educational & Humanitarian Projects • Comprehensive in Scope • Sustainable Programs • Funded by Strategic Partner & Rotary • Implemented by Rotarians • Initial Partners include Mercy Ships, Oikocredit, UNESCO – Institute for Water Education and Aga Khan University

15. Future Vision Plan Grants What’s NOT Changed? • PolioPlus • Rotary International Peace Centers • Priority on “Doing Good in World” • “Hands-on” Rotary Projects • Partnerships with Other Rotarians • Trust, Friendships & Relationships

16. New! Club Qualification • Attend grant training • Sign memo of understanding • Be good steward • Show results • Be current on all reports

17. Club Must Qualify Annually Entire club is responsible Disclose potential conflicts of interest Follow Foundation Terms and Conditions Cooperate with all audits Grant Reporting Attend this training annually Terms of Qualification

18. Grant game has changed Check out new terms guiding Global Grants More flexible on projects Key factor: areas of focus A “reasonable test” is applied to many ideas Rules are Changing

19. Funding The Rotary Foundation invests our Annual Fund Contributions for three years before the funds are used for grants. 2010-2011 Annual Fund Gifts are returned in 2013-2014 for our District Designated Funds.

20. D7570 Distributable Funds 2013–14 Rotary Year $446,480 50%SHARE50% District Designated FundTRF World Fund $223,240$223,240 Annual Fund Contributions in 2010-2011

21. D7570 Distributable Funds 2013–14 Rotary Year $446,480 50%SHARE50% District Designated FundsTRF World Fund $223,240$223,240 50% (max.) Optional 50% (min.) $98,620 $13,000 $111,620 District Grants GSE Global Grants Match from TRF Annual Fund Contributions in 2010-2011 Matches 100% of District $ 50% of Club $

22. Creating a Project Requires teamwork, goodwill, and better friendships

23. Talk to Everyone. Get ideas and buy-in across community leaders Trust local knowledge & ways of working Choose a project that is based on the community’s need over the long-term Assess your club’s resources and availability and its potential partners to meet the need Needs Assessment

24. Form a six-person grant team Assign roles Determine primary contacts Set measurable and sustainable goals Create a budget Create an implementation plan Have a contingency plan Identify cooperating organization to help Project Planning

25. Setting Specific Goals • Measurable • Sustainable • Qualitative (descriptive) • Quantitative (numeric) • Gather baseline data • Decide how to measure

26. Use implementation plan Lasts Long After Money is Gone Evaluate results of grants Tell story of good and bad Talk all the time to Rotary partners via cell phone, email, texting, calling cards, & Skype Successful Grant Projects

27. Project impact after funding is expended Economic, cultural, social & resource Optimal use of local resources Respect natural resources Reach the most beneficiaries New methods in professional fields Prepare professionals to increase impact Use input and skills of grassroots groups Principles of Sustainability

28. Topic Communications plan Financial management plan Record keeping plan Needs Assessment Plan Measurable Results Questions What are the benefits of creating these plans? What are the implementation steps? Who will be responsible? What will you do if something goes wrong? Plans Needed for Grant

29. Break

30. Global Grants Ensuring Achievable, Sustainable, and Measurable Results

31. Creating a Budget • Realistic & Usable • Competitive bidding • Reasonable prices • Disclose conflicts of interest • Need More Clubs to Fund Project Now

32. Supported by strong partnerships Search for Rotarians who have identified a need in their local communities Team of Host & International Rotarians Host Rotarians should be invested Good communication between the host and international partners is key Partners

33. Stewardship is the responsible management and oversight of grant funds, including: Rotarian supervision of project Following standard business practices Reporting of irregularities to TRF Implementing projects as approved Financial records review Timely submission of reports Stewardship

34. Grant Management • Ensures that projects has proper financial control • Adhere to superior technical standards • Meet the needs of the beneficiaries • Fulfill their objectives • Safeguard funds

35. Club generated contributions must come from or be raised by Rotarians Funds cannot be raised from beneficiaries in exchange for receiving the grant Funds cannot come from other grants Contributions should be credited to donor Financing Guidelines

36. Applying for aGlobal GrantBring patience, understanding, and cup of coffee

37. Global Grant First Steps Create Account at www.rotary.org

38. First Step is to submit grant proposal through Rotary member access Next step is to submit grant application through Rotary member access Must meet goals of area(s) of focus Must be sustainable Must involve two or more Rotary Clubs District must confirm club is qualified Applying for Global Grants

39. Global Grant Funding US $ • Contributions from Various Clubs $10,000 • District Match ($1:$1) max. $20,000 $10,000 • Rotary Foundation Match • Match of Club Funds ($.50:$1) $ 5,000 • Match of District Funds ($1:$1) $10,000 Total Funding $ 35,000

40. Project Implementation“You can do it, now!”

41. Do Good Job & Evaluate It • Talk with partners • Manage finances • Follow the plan • Achieve “our” goals • Ask for receipts and keep record • Evaluate during project and improve • Celebrate and promote successes

42. Financial Management Plan • Dedicated Bank account for funds • Distribute funds Carefully • Use checks/bank cards to track funds • Detailed ledger • Follow local laws

43. Grant Reports !?! • Grant is not done until reports are accepted by the Foundation. • Reports are due 12 months after payment • Final report due within 2 months of end of project

44. How both Rotary Clubs were involved Type of activity: humanitarian project, scholar, vocational training team Evaluation of project goals and how funds met the goals of the area(s) of focus How funds were spent Number of beneficiaries and how they benefited Global Grant Reports Content

45. Resources • District Foundation Committee • District Grants Team • www.rotary.org - Future Vision Pages • Future Vision Plan Newsletter • District Governor • Rotary Foundation Staff • Regional Rotary Foundation Coordinator • Ask a Neighboring Club or District

46. Handouts Look on our district web site for links to handouts. • Club Memorandum of Understanding • Global Grants Guidelines • District Grants Guidelines • District Foundation Committee • Future Vision Grants Terms & Conditions • Application for District Grant • Future Vision Grant Management Manual • Today’s PowerPoint on district web site. Thank You for All You do for Rotary and the World!