Global Grant Management Seminar District 5790 7-23-2020 Rev - - PowerPoint PPT Presentation

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Global Grant Management Seminar District 5790 7-23-2020 Rev - - PowerPoint PPT Presentation

Jan 15, 2023 296 likes •669 views

Global Grant Management Seminar District 5790 7-23-2020 Rev 7/23/2020 jscotthendricks@yahoo.com Grant Management Seminar jplucas5790@gmail.com REPORT IMPLEMENT APPLY (to TRF) PROPOSE (to District) PLAN QUALIFY SELECT 7/23/2020 Grant

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Grant Management Seminar

Global Grant Management Seminar District 5790

7-23-2020 Rev

7/23/2020

jscotthendricks@yahoo.com jplucas5790@gmail.com

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Grant Management Seminar 7/23/2020

SELECT QUALIFY PLAN PROPOSE (to District) IMPLEMENT APPLY (to TRF) REPORT

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Select
  • 2. Qualify
  • 3. Plan
  • 4. Propose (to District)
  • 5. Apply (to TRF)
  • 6. Implement
  • 7. Report

7/23/2020

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Grant Management Seminar

  • 1. Select a Project
  • International meetings & projects
  • RI Convention
  • Project fairs
  • Global Scholars
  • Related projects
  • Matchinggrants.org/global
  • Rotary Showcase / Ideas / Discussion Groups…
  • Linkedin, Facebook…..

7/23/2020

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Grant Management Seminar 7/23/2020

www.matchinggrants.org/global

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Select
  • 2. Qualify
  • 3. Plan
  • 4. Propose (to District)
  • 5. Apply (to TRF)
  • 6. Implement
  • 7. Report

7/23/2020

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Grant Management Seminar

  • 2. Qualify (Annually)
  • a. Club Must:

 Sign & Adhere to CLUB MOU (Pres & PE)  (Upload to www.matchinggrant.org)  Attend current Global Grant Seminar (PE +1)  Consistent contributor to TRF APF SHARE  Be Current with all Finances and Reporting.  Upload Current 990  Commit to ongoing Rotarian involvement  Clubs must enter 13 of 25 goals in Rotary Club Central including The Rotary Foundation goals.

7/23/2020

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Grant Management Seminar 7/23/2020

www.rotary5790.org

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Grant Management Seminar 7/23/2020

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Grant Management Seminar 7/23/2020

2020-2021 Club Memorandum of Understanding

Official Document Provided by TRF. Agreement between club and its district regarding financial and stewardship requirements.

Sections of the MOU:

1.Club Qualifications

  • 2. Club Officer Responsibilities
  • 3. Financial Management
  • 4. Bank Account Requirements
  • 5. Report on Use of Grant Funds
  • 6. Document Retention
  • 7. Method for reporting and Resolving Misuse of Funds
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Grant Management Seminar

Qualification (continued)

  • b. Project Must:

 International Partnership (Sponsor & Host)  Have a long-term, “Sustainable” impact  Address one of Rotary’s “Areas of Focus”  Invest $30,000 or more within a community  Ensure Need is identified by the community itself  Strengthen community’s capacity to meet its needs

7/23/2020

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Grant Management Seminar

LOCAL

  • Community
  • Local Ownership
  • Training
  • Buy Local
  • Funding
  • Measure success

7/23/2020

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Grant Management Seminar

Areas of Focus (for Global Grants)

Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development

Note: Both Elements of Focus Area

7/23/2020

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Grant Management Seminar

Qualification (Resources)

  • 1. Club Qualification Memorandum of Understanding
  • 2. A Guide to Implementing the Club MOU
  • 3. Club qualification worksheet and FAQs
  • 4. Guide to Global Grants
  • 5. Grants.Rotary.org
  • 6. http://rotary5790.org/SitePage/global-grants-how-to-apply
  • 7. Rotary Grant Terms and Conditions

7/23/2020

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Select
  • 2. Qualify
  • 3. Plan
  • 4. Propose (to District)
  • 5. Apply (to TRF)
  • 6. Implement
  • 7. Report

7/23/2020

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Grant Management Seminar

  • 3. Plan
  • 1. Establish Committee & Partnerships
  • Maintaining Relationships is Critical
  • 2. Perform Community Assessment
  • Insure Sustainability
  • Insure Area of Focus is Completely Covered
  • 3. Total Budget & Funding
  • 4. Be aware of long-term commitment

7/23/2020

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Grant Management Seminar

Funding (Potential Sources)

  • Rotarian and Club cash contributions
  • Matched 50% from TRF World Fund*
  • Non-Rotarian cash contributions
  • Matched 50% from TRF World Fund*
  • DDF
  • Matched 100% from TRF World Fund

7/23/2020

* Recent change.

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Grant Management Seminar

Funding Example

(for a Global project as of 7-1-2020)

Club(s)$ Investment DDF Match TRF Match Total Club(s)

10,000 10,000

District

10,000 10,000 20,000

Total

10,000 10,000 10,000

$30,000

Note: A club can be the primary or a secondary contributor to a global project.

7/23/2020

_______

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Grant Management Seminar 7/23/2020

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Grant Management Seminar 7/23/2020

GLOBAL GRANT CALCULATOR (Grants.Rotary.Org)

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Grant Management Seminar

Financial Management Plan

  • Dedicated Bank account for funds
  • Distributing funds
  • Use checks/bank cards to track funds
  • Detailed ledger
  • Include local laws

7/23/2020

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Selection
  • 2. Qualification
  • 3. Planning
  • 4. Proposal (to District)
  • 5. Application (to TRF)
  • 6. Implementation
  • 7. Report

7/23/2020

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Grant Management Seminar

  • 4. Proposal for District Approval
  • 1. Enter proposal on www.matchinggrants.org/global

a) Description/Contacts b) Total Budget c) Funding (including DDF request)

  • 2. Present to District Global Grant Committee

a) Initial Deadline = September 1st

  • DDF credit = 25% of Share contrib (-3yr)

b) Add’l opportunity Nov 1st, and Feb 1st

  • if DDF funds are available

NOTE: Preference for DDF are for clubs that:

  • Contribute regularly to The Rotary Foundation APF SHARE
  • Are in good standing with finances and reporting.

7/23/2020

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Grant Management Seminar

http://www.matchinggrants.org/global

7/23/2020

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Grant Management Seminar

Proposal (Resources)

1.www.matchinggrants.org/global 2.Global Grant Calculator 3.Global Grant Application Template

7/23/2020

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Selection
  • 2. Qualification
  • 3. Planning
  • 4. Proposal (to District)
  • 5. Application (to TRF)
  • 6. Implementation
  • 7. Report

7/23/2020

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Grant Management Seminar

  • 5. Apply for TRF Approval

AFTER DISTRICT APPROVAL – SUBMIT APPLICATION TO TRF AT: grants@rotary.org

  • Anticipate requirement for 12+ signatures
  • Start early with TRF Grant Staff person

7/23/2020

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Selection
  • 2. Qualification
  • 3. Planning
  • 4. Proposal (to District)
  • 5. Application (to TRF)
  • 6. Implementation
  • 7. Assessment

7/23/2020

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Grant Management Seminar

  • 6. Manage Implementation
  • Project Management process includes:
  • 1. Financial control
  • Dedicated bank account, authorized releases, receipts, etc
  • 2. Regular Checkpoints
  • Including Partners
  • 3. Records Retention System
  • 4. Verification of results
  • Objectives met
  • Beneficiary needs met

7/23/2020

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Grant Management Seminar

Global Grant Process - Phases

  • 1. Selection
  • 2. Qualification
  • 3. Planning
  • 4. Proposal (to District)
  • 5. Application (to TRF)
  • 6. Implementation
  • 7. Report

7/23/2020

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Grant Management Seminar

  • 7. Report
  • Review Successes & Lessons Learned
  • Feedback from Partners &

Beneficiaries

  • Use feedback to improve the process.
  • Final Report to TRF
  • Obtain all approvals!
  • Retain Documentation (5 Years)
  • Online at www.Matchinggrants.org
  • Or Secure Filing system

7/23/2020

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Grant Management Seminar

Global Grant – Quick Reference

  • Financial Minimums
  • Project Size: $30K
  • 3 Ways to Get Involved:
  • “Lead” International Sponsor (club in our district)
  • Reliable Contributing Partners
  • “Lead” Host Club (club in foreign location)
  • “Lead” Responsibilities
  • Qualification
  • Memo of Understanding
  • Grant Training
  • Club in good standing, Current 990, & support of TRF APF EREY
  • Project Management Process
  • Needs assessment
  • Financial Control
  • Regular Communications and Reporting (Interim & Final)
  • Substantial long-term commitment & relationship
  • Clubs must enter 13 of 25 goals in Rotary Club Central including The Rotary

Foundation goals.

7/23/2020

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Grant Management Seminar

Global Grant Management Seminar District 5790

7-14-2020

7/23/2020

jscotthendricks@yahoo.com jplucas5790@gmail.com