District 6310 District 6310 Grant Management Seminar Grant - - PDF document

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District 6310 District 6310 Grant Management Seminar Grant - - PDF document

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District 6310 District 6310 Grant Management Seminar Grant Management Seminar Grant Management Seminar Grant Management Seminar District 6310 Grant Management Seminar 1 Purpose Purpose Understand the new Grants Model Motivate you

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District 6310 District 6310 Grant Management Seminar Grant Management Seminar Grant Management Seminar Grant Management Seminar

District 6310 Grant Management Seminar 1

Purpose Purpose

  • Understand the new Grants Model
  • Motivate you to begin planning

NOW

  • Motivate you to begin planning – NOW
  • Begin planning
  • Understand Memorandum of

Understanding

  • Qualify clubs to receive grant funds

District 6310 Grant Management Seminar 2

  • Qualify clubs to receive grant funds
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New Grant Plan Goals New Grant Plan Goals

  • Simplify programs and processes
  • Focus Rotarian service efforts to increase

global impact

  • Support global and local efforts
  • Increase sense of ownership at the district

and club levels

District 6310 Grant Management Seminar

and club levels

  • Enhance Rotary’s public image

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Grow th of the Foundation Grow th of the Foundation

1965-2000 10,000 Matching Grants approved By 2004 Another 10,000 Matching Grants By 2008

District 6310 Grant Management Seminar

By 2008 Another 10,000 Matching Grants

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Foundation Funding Foundation Funding

Contributions

Annual

Contributions SHARE System

Spendable Earnings

Fund Permanent Fund PolioPlus Fund

District 6310 Grant Management Seminar

Fund

SHARE System SHARE System

Divides Annual Fund contributions between

  • District Designated Fund (DDF)
  • World Fund

Transforms contributions into grants, etc. Allows clubs to determine how district contributions are spent

District 6310 Grant Management Seminar

contributions are spent

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2014 2014-

  • 15 District 6310 Share Funds

15 District 6310 Share Funds

$137,680 Three years ago District contributed $137,680 to Annual Fund-SHARE. $68,840 DDF $68,840 World Fund

Up to 50%

Maximum $34,420 District Funds

  • Min. $25,500 + *

Global Grants Fully Funded Packaged Grants

District 6310 Grant Management Seminar

PolioPlus $4,000 Rotary Peace Centers $5,000 Remaining DDF rolls over to next year * $25,420 + carryforward

Grant rant Model Model

  • District Grants
  • Global Grants
  • Packaged Grants

District 6310 Grant Management Seminar 8

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WHAT WON’T CHANGE WHAT WON’T CHANGE

Serving Above Self PolioPlus, Until Disease Eradicated Peace Fellowships Need for giving to support TRF

District 6310 Grant Management Seminar

g g pp Giving recognition

CLUB CLUB QUALIFICATION QUALIFICATION

Grant Management Seminar Grant Management Seminar 2 persons per club must attend. (PE or representative) TRF’s Club Memorandum of Understanding (MOU) District has an addendum

District 6310 Grant Management Seminar

(MOU) – District has an addendum.

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GRANT MODEL GRANT MODEL

District Memorandum Of Understanding (MOU) More stewardship responsibility at District level Club MOU – stewardship at club level District Grant Management Seminar (GMS) District TRF structure Grant processes, Manage at District Level

District 6310 Grant Management Seminar

Grant processes, Manage at District Level Global Grants – Proposal and Application District Grants – Spending Plan District procedure

Club MOU Club MOU – – for District and for District and Global Grants Global Grants

  • Qualification
  • Officer Responsibilities
  • Financial Management Plan
  • Bank Account Requirements
  • Reports

District 6310 Grant Management Seminar

  • Document Retention
  • Reporting Misuse of Funds

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FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT PLAN PLAN

Club policies in bylaws or separate t t t statement Bank account(s) for grants Signatories on bank accounts Updated signature cards

District 6310 Grant Management Seminar

Who maintains set of accounts Who keeps records

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SOME ABBREVIATIONS SOME ABBREVIATIONS

TRF The Rotary Foundation GMS Grant Management Seminar MOU Memorandum of Understanding VTT Vocational Training Team FVP

District 6310 Grant Management Seminar

Future Vision Pilot DDF District Designated Funds

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District Grants District Grants District Grants District Grants

A Funding Mechanism that your Club should be using to help you do great Club projects!

District 6310 Grant Management Seminar

District Grants District Grants

Simply Defined… Simply Defined…

Single “block” grant a arded ann all for

  • Single “block” grant awarded annually for

club and district projects

  • Local or international activities
  • Smaller activities and projects
  • District determines annual funding level

District 6310 Grant Management Seminar

  • District determines annual funding level
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District Grants District Grants

Planning Ahead Planning Ahead

Q alification req irements

  • Qualification requirements
  • Deadline for District Grant applications
  • Formation of a Project Implementation

Committee

  • Activities & Projects must be of a short

District 6310 Grant Management Seminar

  • Activities & Projects must be of a short-

term nature

District Grants District Grants

Club Requirements Club Requirements

  • Club must be Qualified

Club must be Qualified

  • MOU and Addendum completed
  • Include active Rotarian participation
  • Adhere to Grant & Stewardship guidelines
  • Activities align with Foundation’s mission

District 6310 Grant Management Seminar

  • Activities align with Foundation s mission
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Rotary Foundation Mission Rotary Foundation Mission

To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty

District 6310 Grant Management Seminar

District Grants District Grants

Categories Categories

  • Community Grants (3 types)

y ( yp ) $500 minimum & $4,000 maximum match

  • International Grants

$2,500 minimum & $4,000 maximum match

District 6310 Grant Management Seminar

match

  • Dollar for dollar match required
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Repeat Projects Repeat Projects

New this year!

Community humanitarian projects may be eligible for funding more than one year.

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District Grants District Grants

Types of Community Grants Types of Community Grants

  • NEW Club Projects

j $500 minimum & $4,000 maximum match

  • EXISTING Club Projects

$500 minimum & $2,000 maximum match

District 6310 Grant Management Seminar

  • REPEAT Club Projects

$500 minimum & $1,000 maximum match

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District Grants District Grants

2014 2014-

  • 2015 Timeline

2015 Timeline

  • February 2014 – Application forms

February 2014 Application forms available

  • May 30, 2014 – Due date for completed

Applications forms

  • July 2014 – Block Grant request finalized

District 6310 Grant Management Seminar

y q

  • August 2014 – Approval from Foundation

Committee for submission to RI

District Grants District Grants

2014 2014-

  • 2015 Timeline

2015 Timeline

  • September 1 2014 – Block Grant

September 1, 2014 Block Grant submitted to RI

  • November 1, 2014 – District receives

Block Grant funds

  • November 15, 2014 – Initial distribution of

District 6310 Grant Management Seminar

grants funds to the Clubs

  • May 1, 2015 – Progress Report due
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District Grants District Grants

Funding Terms Funding Terms

  • District may fund grant request for lesser

District may fund grant request for lesser amount

  • 50% of grant funds to Club upon request

when project begins

  • 50% of grant funds to Club after receipt of

either final report or progress report

District 6310 Grant Management Seminar

either final report or progress report

  • Hardship arrangements considered by

District

District Grants District Grants

Reporting Requirements Reporting Requirements

  • Progress Report due May 1 2015 if

Progress Report due May 1, 2015 if project not yet completed

  • Final Report due within 2 months of

completion

  • Receipts, participation documents &

District 6310 Grant Management Seminar

p p p photographs must be included with Final Report

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Questions? Questions?

www.rotary6310.org

Paul T. Moore, District Grants Chair pmoore@villageofbirchrun.com (989) 624 5711 k

District 6310 Grant Management Seminar

(989) 624-5711 work (989) 624-0279 home

Global Grants Global Grants

District 6310 Grant Management Seminar

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Global Global Grants Grants

  • Long-term projects
  • Sustainable outcomes
  • Larger grant awards aligned with areas of

focus

  • World Fund match

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Applying for Global Grants Applying for Global Grants

  • Online proposal and application
  • Meet goals of area of focus
  • Be sustainable
  • Involve Rotary clubs in two districts
  • Minimum budget of US$30,000

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  • District confirms club is qualified
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Areas of Focus Areas of Focus

Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health B i Ed ti d Lit

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Basic Education and Literacy Economic and Community Development

Global Grant Financing Global Grant Financing

  • DDF matched 100% with World Fund
  • Rotarian and Rotary Club cash

contributions matched 50% with World Fund

  • Non-Rotarian cash contributions

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GLOBAL GLOBAL GRANTS GRANTS

$ Scholars $ Vocational Training (VTT) $ Humanitarian Work

District 6310 Grant Management Seminar

$ Humanitarian Work

Global Grant $ Global Grant $ Example Example

$10,000 Club(s) 10,000 DDF (1:1 match) 15,000 TRF from World Fund $35 000 Total

District 6310 Grant Management Seminar

$35,000 Total

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Sustainability Sustainability

  • Impact continues after funds are spent
  • Optimal use of local resources
  • Prepare professionals to increase impact

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Stew ardship Stew ardship

Stewardship is the responsible management and oversight of grant funds, including: g g g

  • Standard business practices
  • Rotarian supervision
  • Financial records review
  • Oversight of funds

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  • Reporting of irregularities
  • Timely submission of reports
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Successful Grant Projects Successful Grant Projects

  • Meet community needs
  • Have frequent partner communication
  • Have implementation plan
  • Are sustainable
  • Practice proper stewardship of funds

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Needs Assessment Needs Assessment

  • Choose a project that is based on the

community’s need

  • Assess resources of your club and

potential partners Talk to the community

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  • Talk to the community
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Setting Goals Setting Goals

  • Measurable
  • Sustainable
  • Qualitative (descriptive)
  • Quantitative (numeric)

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Global Grant Reports: Global Grant Reports: Frequency 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

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Grant Grant Global Global Reports: Reports: Content Content

  • How partners were involved
  • Type of activity
  • Evaluation of project goals
  • How area of focus goals were met
  • How funds were spent

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  • Number of beneficiaries and how they

benefited

Questions? Questions?

www.rotary6310.org

Cheryl Peterson, Global Grants Chair Cheryl.rotary@gmail.com (989) 627 6043

District 6310 Grant Management Seminar

(989) 627-6043

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Financial Management Financial Management Plan Plan

  • Bank account for funds
  • Distributing funds
  • Use checks/bank cards to track funds
  • Detailed ledger

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  • Include local laws

Document Retention Document Retention

  • Provide access
  • Retain for a minimum of five years
  • Make copies

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Conflict of Interest Conflict of Interest

  • Exists when a Rotarian benefits financially

ll f t

  • r personally from a grant
  • Benefit can be direct (the Rotarian

benefits) or indirect (an associate of the Rotarian benefits)

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WHAT GRANTS MIGHT PAY? WHAT GRANTS MIGHT PAY?

District Grants? Global Grants? Neither?

District 6310 Grant Management Seminar 46

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NOW is the time is the time to start getting ready for July 2014

District 6310 Grant Management Seminar

July 2014 Thank you. Thank you. Thank you. Thank you. Good Luck. We are here to Good Luck. We are here to help you! help you!

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