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District 6270 Grant Management Seminar

District 6270 Grant Management Seminar. Why Future Vision ?. ● Foundation Growth ● Sound Stewardship ● Decentralized process ● Flexibility at local level ● Enhanced capacity to serve ● Sustainability, Significance, Simplification. Seminar Objectives. Identify best practices

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District 6270 Grant Management Seminar

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  1. District 6270 Grant Management Seminar

  2. Why Future Vision ? • ● Foundation Growth • ● Sound Stewardship • ● Decentralized process • ● Flexibility at local level • ● Enhanced capacity to serve • ● Sustainability, Significance, Simplification

  3. Seminar Objectives Identify best practices Develop a plan for project Create measurable goals Write a successful grant application Determine funding needs Evaluations and reporting

  4. Seminar Objectives Determine best practices for managing funds & record keeping Know what documents to retain Reporting as part of the process Know qualification requirements Managing the club’s qualification

  5. Qualification Requirements • Attendance at grant management seminar • Agree to club memorandum of understanding (MOU) • Submit signed MOU to district

  6. Grant Management • Ensures that projects: • Have appropriate financial control • Utilize paperless technology • Meet the needs of the beneficiaries • Fulfill their objectives • Safeguard funds

  7. $240,000 (Dist 6270 typical) $ Earnings used for administrative costs 2010-11 2011-12 2013-14 $120,000 $120,000 50% to District Designated Fund (DDF) 50% to World Fund Matching Funds Packaged Grants Peace Fellows Polio+ $30,000 $90,000 Up to ½ to District Grants Global Grants Scholarships VTT, GSE, etc. 2012-13

  8. Stewardship • Stewardship is responsible management including: • Rotarian supervision • Financial records review • Oversight of funds • Reporting irregularities • Timely submission of reports

  9. Terms of Qualification & Maintaining Qualification • Valid for one year, club committee • Club responsibility for grant funds • Disclose conflicts of interest • Cooperate with all audits • Use grant funds properly, stewardship • Implement & follow the club MOU terms

  10. Conflict of Interest • Exists when a Rotarian benefits financially or personally from a grant • Rotarian benefits directly or indirectly (an associate of the Rotarian benefits)

  11. Successful Grant Projects Identified community needs based on an assessment Secure partners, communicate frequently with all partners Implementation plan developed with a realistic budget Sustainable and Measurable Proper stewardship of funds

  12. Sustainable Projects • Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended.

  13. Financial Management Plan • Bank account for funds, no co-mingling of accounts • Distribution of funds • Need a paper trail, • checks, charge cards, • receipts to track funds • Detailed accounting

  14. Document Retention • Provide access for audit • Retain for a minimum of five years • Make copies • Keep worksheets • Planned bank • signature transfer • More on: rotary.org

  15. Potential Partners • Rotary Clubs • Other community based • organizations • LinkedIn • Check website - Matchinggrants.org/global • NGO’s • Rotary Showcase / Facebook

  16. Project Planning • Form a three-person grant committee in club • Identify roles & responsibilities • Determine funding sources • Implementation plan with goals & measures • Develop realistic budget • Contingency plan, urged • Document retention plan

  17. 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

  18. Rotary Foundation Grants • District grants • Global grants • Packaged grants . “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.”

  19. Process • Proposal / Idea • Needs assessment conducted • Application made for project • Securing and identifying project funding • Implementation of project • Evaluations con-currently & post project • Submit required reports on timeline • Determine what’s next

  20. District Grants • Formerly known as District Simplified Grants • Used to fund smaller, short-term activities that address needs in local community or in worldwide communities. • Grant must meet the mission of TRF • Club submits proposal to District • District requests funding as block grant

  21. District Grant Requirements and Reports • Funds will be distributed by District, • 50% on approval of Block Grant, & 50% on report of completion • Progress reports are due to District upon completion or within 12 months of funding

  22. Global Grant First Steps

  23. Global Grants • Application process online • Meet goals of area of focus • Be sustainable • Involve Rotary clubs in two districts • Minimum budget of US$30,000 • District confirms club is qualified

  24. Global Grant Financing • DDF matched 100% with World Fund • Rotarian cash contributions matched 50% with World Fund • Non-Rotarian cash contributions • Funds cannot come from other grants • Contributions credited to donor(s)

  25. Global Grant Reports: Content How partners were involved Type of activity Evaluation of project goals How area of focus goals were met How funds were spent Number of beneficiaries and how they benefited

  26. Global Grant Reports: Frequency • Progress reports • Within 12 months of first payment • Every 12 months through the life of the grant • Final report within 2 months of completion

  27. Packaged Grants • Packaged Grants are developed by The Rotary Foundation in cooperation with its strategic partners. • Support large international activities with sustainable high-impact outcomes in one or more of the six areas of focus and have a long-term impact. • Clubs and districts can either create their own activities or sponsorpackagedglobal grants that are RI developed.

  28. Evaluation • Assists with requested • reporting • Improves future projects • Based on goals • Ongoing process • Identifies successes and • problem areas

  29. Now – Can or Do you? • Understand grant management requirements • Know stewardship expectations • Steps to implement the club MOU • Articulate how club qualifies for grant funds • Awareness and importance of reporting guidelines

  30. Resources • Look in Grant Seminar booklet • Go to: Rotary.org • Reach out and talk to others. • Contact: District Rotary Foundation Chair, Mike Slawny, mslawny@charter.net

  31. Questions?Thank you

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