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 • Motivate you to begin planning – NOW NOW • Begin planning • Understand Memorandum of Understanding • Qualify clubs to receive grant funds • Qualify clubs to receive grant funds District 6310 Grant Management Seminar 2 1
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 and club levels • Enhance Rotary’s public image District 6310 Grant Management Seminar 3 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 By 2008 Another 10,000 Matching Grants District 6310 Grant Management Seminar 2
Foundation Funding Foundation Funding Annual Contributions Fund SHARE System Permanent Contributions Fund Spendable Earnings PolioPlus Fund Fund District 6310 Grant Management Seminar 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 contributions are spent District 6310 Grant Management Seminar 3
2014 2014- -15 District 6310 Share Funds 15 District 6310 Share Funds Three years ago District contributed $137,680 to $137,680 Annual Fund-SHARE. $68,840 $68,840 DDF World Fund Up to 50% Maximum Min. $25,500 + * Fully Funded $34,420 Global Grants Packaged Grants District Funds PolioPlus $4,000 * $25,420 + carryforward Rotary Peace Centers $5,000 Remaining DDF rolls over to next year District 6310 Grant Management Seminar Grant rant Model Model • District Grants • Global Grants • Packaged Grants District 6310 Grant Management Seminar 8 4
WHAT WON’T CHANGE WHAT WON’T CHANGE Serving Above Self PolioPlus, Until Disease Eradicated Peace Fellowships Need for giving to support TRF g g pp Giving recognition District 6310 Grant Management Seminar CLUB QUALIFICATION CLUB 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. (MOU) District has an addendum District 6310 Grant Management Seminar 5
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 Grant processes, Manage at District Level Global Grants – Proposal and Application District Grants – Spending Plan District procedure District 6310 Grant Management Seminar Club MOU – Club MOU – for District and for District and Global Grants Global Grants • Qualification • Officer Responsibilities • Financial Management Plan • Bank Account Requirements • Reports • Document Retention • Reporting Misuse of Funds District 6310 Grant Management Seminar 12 6
FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT PLAN PLAN Club policies in bylaws or separate statement t t t Bank account(s) for grants Signatories on bank accounts Updated signature cards Who maintains set of accounts Who keeps records District 6310 Grant Management Seminar 13 SOME ABBREVIATIONS SOME ABBREVIATIONS TRF The Rotary Foundation GMS Grant Management Seminar MOU Memorandum of Understanding VTT Vocational Training Team FVP Future Vision Pilot DDF District Designated Funds District 6310 Grant Management Seminar 7
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 awarded annually for Single “block” grant a arded ann all for club and district projects • Local or international activities • Smaller activities and projects • District determines annual funding level • District determines annual funding level District 6310 Grant Management Seminar 8
District Grants District Grants Planning Ahead Planning Ahead • Qualification requirements Q alification req irements • Deadline for District Grant applications • Formation of a Project Implementation Committee • Activities & Projects must be of a short- • Activities & Projects must be of a short term nature District 6310 Grant Management Seminar 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 • Activities align with Foundation’s mission District 6310 Grant Management Seminar 9
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 match • Dollar for dollar match required District 6310 Grant Management Seminar 10
Repeat Projects Repeat Projects New this year! Community humanitarian projects may be eligible for funding more than one year. District 6310 Grant Management Seminar 21 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 • REPEAT Club Projects $500 minimum & $1,000 maximum match District 6310 Grant Management Seminar 11
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 y q • August 2014 – Approval from Foundation Committee for submission to RI District 6310 Grant Management Seminar 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 grants funds to the Clubs • May 1, 2015 – Progress Report due District 6310 Grant Management Seminar 12
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 either final report or progress report • Hardship arrangements considered by District District 6310 Grant Management Seminar 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 & p p p photographs must be included with Final Report District 6310 Grant Management Seminar 13
Questions? Questions? www.rotary6310.org Paul T. Moore, District Grants Chair pmoore@villageofbirchrun.com (989) 624 5711 (989) 624-5711 work k (989) 624-0279 home District 6310 Grant Management Seminar Global Grants Global Grants District 6310 Grant Management Seminar 14
Global Global Grants Grants • Long-term projects • Sustainable outcomes • Larger grant awards aligned with areas of focus • World Fund match District 6310 Grant Management Seminar 29 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 • District confirms club is qualified District 6310 Grant Management Seminar 30 15
Areas of Focus Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy B i Ed ti d Lit Economic and Community Development District 6310 Grant Management Seminar 31 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 District 6310 Grant Management Seminar 32 16
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