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Grants Management Seminar – 14 April 2012

Mentor Training – 27 February 2010. Grants Management Seminar – 14 April 2012. Grants Management Seminar. Mentor Training – 27 February 2010. Grants Management Seminar – 14 April 2012. Grants Management Seminar Overview. District Organization.

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Grants Management Seminar – 14 April 2012

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  1. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 Grants Management Seminar Global Grants

  2. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 Grants Management Seminar Overview Global Grants

  3. District Organization • District Rotary Foundation Chair (DRFC) Pam Russell • District Grants Subcommittee Chair (DGSC) Philippe Lamoise • District Global Grants Chair John Fistere • District District Grants Chair Marge Cole • District Fundraising Chair Steve Brown • District PolioPlus Chair Richard Coutts • Foundation Mentors Overview

  4. Agenda • Overview Philippe Lamoise • District Grants Marge Cole • Website Demo Philippe Lamoise • Break • Global Grants John Fistere • Website Demo Philippe Lamoise Overview

  5. Concepts • We won’t explain “why” anymore • Pilot Program until July 1, 2013 • Focus on the Grant Process • We will teach you, but not do it for you • 2 ways to do grants • Common sense • Follow the money Overview

  6. Raising Funds • DDF allocation history Overview

  7. Spending Funds • District Grants • The money is sent to the District • The District decides how to spend it • Local application process and reporting • Global Grants • The money stays at TRF • The District approves the use of the DDF • 2 application processes (and reporting) • At the District level to approve the DDF allocation • At TRF to approve the Global Grant Overview

  8. Quick Comparison District Grants Global Grants Application process with The Rotary Foundation Must be international Partner club is required Must be with a pilot district Max $10,000 DDF TRF match Paul Harris credit Clubs must be qualified Bigger projects • Application process with the District • Can be local • No partner required • Can be in a non-pilot district • Max $3,000 DDF • No TRF match • No Paul Harris credit • Club must be qualified • Smaller projects Overview

  9. Grants Management Seminar – 14 April 2012 Mentor Training, February 27, 2010 Club Qualification Club Qualification

  10. Why have Qualification? Provides Clubs with information on • Rotary grant procedures • Good project management practices • Financial stewardship requirements Club Qualification

  11. Club Qualification Requirements • Attendance by at least two Club member at the District’s Grant Management Seminar, Saturday, April 14, 2012. • Memorandum of Understanding read, understood, and signed by • Club President • President-elect • Club must be current on all grant reporting. • Club must be current on District dues. • Club must be current on RI dues. Club Qualification

  12. Memorandum of Understanding • Two pages, covering: • Terms of Qualification • Club Leadership Responsibilities for Qualification • Financial Management • Document Retention • Report on Use of Grant Funds • Method for Reporting and Resolving Misuse of Grant Funds Club Qualification

  13. Which Clubs should qualify? • A Club that plans to be a Primary Club for a Global Grant • A Club that wants to be ready to do a Global Grant just in case • A Club that wants to get some DDF from the District for a District or Global Grant Club Qualification

  14. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 Grants Management Seminar Global Grants

  15. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 District Grants Global Grants

  16. Rotary Foundation District Grants • Simple, flexible, innovative • Educational and humanitarian projects and activities consistent with mission • Smaller activities and projects • Local decision making with broader guidelines • District administers • General TRF guidelines • Creativity and accountability • Local and DDF funding only—no TRF match • Preference given to grants done with international clubs (non-Pilot Districts) • Preference given to projects that meet 1 of the 6 focus areas District Grants

  17. Sharpen Focus The Foundation will focus support in six areas based on its mission statement: • Peace and Conflict Resolution • Disease Prevention and Treatment • Water and Sanitation • Maternal and Child Health • Basic Education and Literacy • Economic and Community Development District Grants

  18. Examples of District Grants Fund volunteer travel Donate literacy supplies Send a ShelterBox to a disaster area District Grants

  19. Funding Guidelines 2012-13 • District Funding (DDF) Available: • Up to $3,000/per club—must be matched by Club donations • Minimum project size: $6,000 • Clubs may have two District Grants if one is a District Literacy Grant • No TRF match • Applications must be completed on Matching Grants website: http://www.MatchingGrants.org/district/ District Grants

  20. District Grant Guidelines • Clubs must be up-to-date on District & RI dues • Club donations to Annual Programs Fund (unrestricted giving) to TRF will be taken into consideration • Clubs may work together on a joint project—the host club must submit an application and a Final Report • If the project does not take the entire amount—the remainder must be returned to the District account • All paperwork (receipts, photos, project descriptions) are due by March 31, 2013 with the Final Report online Global Grants

  21. District Literacy Grants Guidelines • Clubs may receive a second District Grant if used for a literacy project in local Title 1 (low income) schools • Clubs may provide reading books for grades Kindergarten—3rd grade • Clubs are encouraged to read to children in classrooms and present books to them at that time Global Grants

  22. District Grant Timeline 2012-2013 • Sept. 1: District Grant Applications due online • Sept. 1-30: Review of District Grants • Oct.1: District Grant Awards announced • Oct. 31: District Grants funds released to Clubs • Nov. 2012-March 2013: Projects Completed • March 31, 2013: Final Reports due online for review and approval by District Grants Chair District Grants

  23. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 District Grants Global Grants

  24. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 District Grants Website Demo Global Grants

  25. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 District Grants Q&A Global Grants

  26. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 Break Global Grants

  27. Mentor Training – 27 February 2010 Grants Management Seminar – 14 April 2012 Global Grants Global Grants

  28. Global Grants - Outline • The Global Grant Overview • Finding a Project • Funding Examples • Creating a Proposal • Creating an Application • Project Management • Project Reporting • Timeline for 2012-2013 projects • Support, Resources and References • Questions Global Grants

  29. What is a Global Grant? • A project carried out by two Rotary clubs in different countries that meet The Rotary Foundation and District 5340 rules. • Project funding comes from • Club and individual donations • Matched by District Designated Funds (DDF) • Matched by The Rotary Foundation (TRF) Global Grants

  30. Types of Global Grants • Humanitarian • May include microfinance • Vocational Training Teams • Single specialty • Adopt-A-Village, multi-specialty, by need • Global Scholar Global Grants

  31. TRF Global Grant Requirements • Requires two Qualified Sponsor Clubs in two Qualified Future Vision Pilot Project Districts in different countries. • Must support Rotary’s Mission Statement Global Grants

  32. 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

  33. TRF Global Grant Requirements • Requires two Qualified Sponsor Clubs in two Qualified Future Vision Pilot Project Districts in different countries. • Must support Rotary’s Mission Statement • Must deal with at least one of the Foundation’s six Areas of Focus. Global Grants

  34. 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

  35. TRF Global Grant Requirements • Requires two Qualified Sponsor Clubs in two Qualified Future Vision Pilot Project Districts in different countries. • Must support Rotary’s Mission Statement • Must deal with at least one of the Foundation’s six Areas of Focus. • The Rotary Foundation match must be at least $15,000 and not more than $200,000. • At least 30% of project funding must come from outside the Host country. Global Grants

  36. District 5340 rules for 2012-2013 • Club cash will be matched by DDF on a 1:1 basis up to $10,000 per Club for approved projects. • The project must be fully pledged to be considered for DDF. • Clubs may Sponsor more than one Global Grant. • Clubs can partner to create larger projects. • If more DDF is requested than is available to the District, an evaluation and selection of projects will be made, based on merit and on the Clubs’ last 3 years of Annual Program Fund giving. • Projects will be evaluated in July & October 2012 and January & April 2013 as long as there is DDF available. Global Grants

  37. Creating or Finding a Project • The best projects build on existing relationships and past successful projects. • Find new partners and projects on www.matchinggrants.org/global. • Before committing to a new partnership, correspond with several candidate Host Clubs and compare the timeliness and quality of their responses. Global Grants

  38. “Friends of District . . .” Global Grants

  39. Global Grant Funding • Cash provided by Clubs and Members and other sources. • District Designated Funds (DDF) • Matches Club cash up to $10,000 per club • DDF from non-Future Vision districts allowed. • RI Match • Cash is matched at 50% • DDF is matched at 100% • RI match must be at least $15,000 • Cash from non-Rotary or non-Future Vision sources can be used, but it is not matched. Global Grants

  40. Project Funding: A Basic Grant Global Grants

  41. A Multi-club Grant - Partnering Global Grants

  42. A Multi-district Grant Global Grants

  43. Project Funding: Another example Global Grants

  44. Project Funding: Another example – fixed? Global Grants

  45. Project Funding: Another example - doable Global Grants

  46. The Proposal • The Proposal is to sell the project concept and shows 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 show that the project is a good one, with sustainable measurable results. • Also, the Proposal is the basis for selecting the projects to receive a DDF allocation. Global Grants

  47. Creating the Proposal • Study the Proposal and Application Checklist • Study the Proposal questions. • Decide whether you or the Host Club Primary Contact should write the first draft. • Analyze the project thoroughly and objectively to develop accurate answers. • Answer the questions directly and concisely. • At the Proposal stage, a detailed budget and funding plan is not required. • Get someone else to review the Proposal. Global Grants

  48. Key Proposal Questions 4. Community needs 6. How will the project meet those needs? 8. How will the benefitting community be involved? 9. Does the community want the project? 10. What Area(s) of Focus are addressed? 11. How does the project address Area(s) of Focus? 12. Immediate and long-term outcomes 13. Sustainability Global Grants

  49. Project Evaluation for DDF Allocation Global Grants

  50. Proposal – Next Steps • Proposal approved for DDF by the District 5340 Foundation Committee. • Enter the Proposal via RI Member Access. • Proposal approved by TRF. • On to the Application! Global Grants

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