Rotary Global Grants: Funding Sustainable Service Projects

1. SESSION 3 Global Grants District Foundation Committee Global Grants Chair Val Tibbetts Rotary Club of Fidalgo Island valtravelq@hotmail.com 360-299-9390

2. Why are you here? • The Rotary Foundation (TRF) is a separate legal entity from RI to maintain its charitable tax status. • 4 star charity – Charity Navigator’s highest level * 91% • MOU must be signed • Presidents are required to sign off on grants – need to understand the implications – plus final report • Grant writers - new to grants – hopefully to expose you to the depth of the grant process and benefits $$$$$ • Grant writers – experienced - share - plus how to avoid pitfalls

3. REVIEWS AND APPROVALS

4. HOW WE FUND PROGRAMS – SHARE SYSTEM District 5050 Rotarian Contributions to the Annual Programs Fund ($400,000) 3 years after they are received, are returned to 50% ($200,000)District Designated Fund (DDF) 50% ($200,000)World Fund District Designated Fund (DDF) 50% to District Grants ($100,000) 50% to Global Grants ($100,000)

5. Global Grant - Match • With matched dollars, your $10,000 + investment results in a $35,000 project • Club(s) funds = + 5% admin $10,000 • District 5050(DDF) match= $10,000 • World Fund match district = $10,000 • World Fund match 50% of club = $ 5,000 • Total funds available = $35,000 Min World Fund match is $15,000, Max is $200,000 [ Minimum project is $35,000

6. Where do you start Must read 15 page document

7. Where do you start • The 2016 edition of AGuide to Global Grants, • replaces the Grant Management Manual.(40 Pages) • It’s for all Rotary members who are interested in applying for global grants or developing more effective and sustainable service projects.

8. To apply for a global grant, two or more Rotary clubs must work together. The host sponsor is the partner in or near the international community (developing country) that’s implementing the project. The international sponsor (you)works with the host sponsor, but is located outside of the host sponsor’s country. All sponsors must meet global grant requirements and eligibility Where do you start

9. Form a three person committee • In your club and the host club –all from primary club • Establish a preliminary budget – minimum $35,000 USD

10. First Step • Contact your District Global Grants Chair - both clubs: • International (Val Tibbetts) • Do we have funds available • Are you eligible • I can meet with your committee • Host • Are they in good standing - both Club and District

11. Club Qualification www.Rotary.org

12. Global Grants Grants need to be host community-driven.The host community designs the grant based on local needs that they have identified. Beginning 1 July 2018, any club that applies for a global grant to support a humanitarian project or a vocational training team will be required to conduct a community assessment first and include the results in their grant application. Hydro geological surveys must be completed as part of the community assessment for projects that will access groundwater.

13. Host Sponsor (developing country) Initiates the project • Conducts a community assessment • Manages project implementation and budget • Provides local assistance and support to vocational training teams and scholars during their time abroad Receives project funds PARTNERSHIP REQUIREMENTS

14. International Sponsor (Your Club) Provides financial assistance, technical support, and other guidance • Performs project tasks that can be done remotely, as well as participating in service during site visits • Prepares any vocational training teams or scholars for travel and study abroad PARTNERSHIP REQUIREMENTS

15. Both Sponsors Must be qualified to participate in a global grant • Develop a project plan Have project committees that collaborate with each other for the length of the project • Partner with a cooperating organization (a nongovernmental organization, community group, or government entity) PARTNERSHIP REQUIREMENTS

16. Must align with one or more • of Rotary’s 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

17. Global Grants • Are sustainable. Host communities must be able to address their own needs after the Rotary club has completed its work. • Are measurable. Sponsors select standard measures from the Global Grant Monitoring and Evaluation Plan supplement, and may add their own measurements.

18. Global Grants • Support humanitarian and educational projects • Support vocational training teams that address a humanitarian need by providing or receiving professional training • Are sponsored by at least one Rotary club in the country where the grant project will take place (primary host sponsor) and one or more outside that country (primary international sponsor).

19. RAISE FUNDS The Rotary Foundation never asks for funding from the community that benefits from a global grant-funded project. Since Rotary members have identified this community as one in need, we don’t collect funds from beneficiaries in exchange for receiving the grant or as part of the funds raised by our members

20. Restrictions - grants cannot fund: • Continuous or excessive support of any one beneficiary, entity, or community • Purchase of land or buildings • Activities for which the expense has already incurred • Rotary Youth Exchange, RYLA, Rotary Friendship Exchange, Rotaract, or Interact

21. Restrictions - grants cannot fund: • New construction of any permanent structure in which individuals live, work, or spend a significant amount of time, such as buildings (hospitals), containers, and mobile homes, or of structures in which individuals carry out any type of activity including manufacturing and processing. If the grant depends on the construction of a building, the construction must be funded by additional club funds. This restriction does not apply to low cost shelters and simple schools.

22. Restrictions - grants cannot fund: • Renovations to complete buildings that are partially constructed (including buildings with only the exterior completed) but have never been occupied or operational • Travel for staff of a cooperating organization involved in a humanitarian project • Activities primarily implemented by an organization other than Rotary

23. District 5050 FINANCING GUIDELINES • Travel will be supported up to 10% of the Club contribution • District will support 1 Vocational Training Team (VTT) annually unless we have extra funds available

24. Global Grants • May support the construction of infrastructure, including but not limited to: toilet blocks and sanitation systems, access roads, dams, bridges, storage units, fences and security systems, water/irrigation systems, and greenhouses.

25. Go to www.rotary.org click on My Rotary and sign in

32. This a stand alone program – be careful

35. Application Supplement for Microcredit ProjectsAreas of Focus Policy StatementsConflict of Interest Policy for Program ParticipantsCooperating Organization Memorandum of UnderstandingGlobal Grant CalculatorGlobal Grant LifecycleGlobal Grant Monitoring and Evaluation Plan SupplementGlobal Grant Scholarship Supplement • Grant Resources • Questions about the grant process?

39. REVIEWS, VISITS, AND AUDITS

40. Grant TravelGuide to Global GrantsGuidelines for Rotary Foundation-Funded Project SignageHow to Use the Grant CenterReport Supplement for Microcredit ProjectsRI Exchange RatesRotary Grants Staff Contact SheetSix Steps to Sustainability • Grant Resources • Questions about the grant process?

41. RI Exchange Rate If not on this page then go to Oanda Website

42. Regional Grants Officer Make them your best friend

43. GRANT INELIGIBILITY If your grant application doesn’t meet global grant criteria, your regional grants officer will work with you to make the changes needed to meet them. If you and your partner club can’t make these changes, your project will not be eligible for global grant funding. Rotary Grants Staff Contact Sheet They listen well and can read between the lines

44. Terms and Conditions for Rotary Foundation District Grants and Global GrantsTraining Plan for Global GrantsVocational Training Team ItineraryVocational Training Team Member Application • Grant Resources • Questions about the grant process?

45. Reporting timeline

46. Push Back • Take it as a sign they want to fund your project • They need more details so you can meet their mandate • Re-read your application – look at it as if you are seeing it for the first time – remember you have knowledge that you probably haven’t shared • It is a lot of work – invest $10,000 – receive $35,000

47. Where do I fit in • First point of contact • Do we have funds? Rolling record of funds • Meet with your committee • During the Process • Conduit – share ideas, pitfalls • Listen when you are frustrated • Direct you to the right source of information • Follow-up on compliance • Do a program at your club – leverage/direct your donations

48. GLOBAL GRANTS Questions on Global Grants? Val Tibbetts valtravelq@hotmail.com 360-299-9390 Please Donate to TRF Doing Good in the World starts with members like you.

49. SESSION 3 Global Grants District Foundation Committee Stewardship Chair Malcolm Kennedy Rotary Club of Coquitlam Sunrise malcolm.rotary@outlook.com 604-941-8606

50. Malcolm Kennedy Rotary Club of Coquitlam Sunrise Global Grants Chair Government of Canada Grants malcolm.rotary@outlook.com 604-941-8606