GRANT MANAGEMENT TRAINING Subject: Everything You Need To Know - - PowerPoint PPT Presentation

GRANT MANAGEMENT TRAINING

Subject: Everything You Need To Know Presenter: PDG Jerry Hardy and PDG Doug Whinnery Date: March 1, 2020

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Today’s Agenda

• Club Qualification
• 2020-2021 DDF Funding
• Types of Grants
• How to apply for a Grant
• Stewardship Reporting

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Club Qualification

• Signed Memorandum of Understanding

(Signers not required to complete GMT)

• At least 2 members attend/complete Grant

Management Training

• Not delinquent with Reporting, Payment of

Dues or Tax Returns

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Terms of Qualification

• Valid for one Rotary year
• Involve the active, personal participation of

Rotarians

• Disclose potential conflicts of interest
• Proper use of grant funds
• Timely grant reporting

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Source of Grant Funding

• Annual Fund 2017-18 :

$161,314

(50% of the funds available can be used for local grants)

• DDF Fund

World Fund

District Grants Global Grants $89,849* $80,657

*Includes additional funding per TRF Trustees

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Types of Grants

District Grants Global Grants

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District Grants

• Local or international community projects
• Relate to the mission of TRF
• Include active participation of Rotarians
• Project expenses may not be incurred prior to

approval

• Award criteria will include club’s past

contributions to TRF

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District Grants

• Should be innovative, flexible, and simple so

they may be completed within the Rotary fiscal year

• Receipts required for all expenditures
• Must avoid legacy projects
• May apply for scholarship funds

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District Grants

• Matching Funds
• 1:1 Club Contribution
• Minimum amount awarded is $500
• Maximum District match is $2,500

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Partial List of 2019-2020 Grants Awarded

Club Project Grant Award Fredericksburg & Others Tanzania Water Project $12,500 Dripping Springs Scholarships $2,000 San Saba Dictionaries $250 Oak Hills Furniture for $1,000 transitioning homeless vets

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How to Apply for a District Grant

• Must apply on line at District website
• Only individuals completing grant management

training can enter grant request

• No changes after July 31st unless directed

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Do not wait until July 31st to apply Only Qualified Clubs may apply

(signed MOU and 2 members trained)

You must log in to the District website If your club does not use Club Runner, follow the instructions for a new user. Click on Member Area

How Do I Apply

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District Grants

Application Deadlines

July 31, 2020: Last day to submit application August 1, 2020: Committee reviews applications and submits spending plan to TRF for approval September 1, 2020: Grant approval notification. Funds disbursed when block grant is received May 31, 2021: Final report with receipts due or 30 days after the project is completed.

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Global Grants

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Global Grants

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Global Grant Basics

Minimum Project Size: $30,000 Minimum Match from TRF: $15,000 Maximum Grant from TRF: $200,000 Maximum Project Size: Unlimited

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Types of Global Grants

• Humanitarian Projects
• Vocational Training Teams
• Global Scholarships
• Can be a combination of any of these types

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Fund Large Scale- Activities

• Align with one or more of the Areas of Focus
• Are host community driven
• Exhibit good Stewardship of funds awarded
• Provide long term benefit Sustainable
• Include active Rotarian participation
• Are measurable

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Vocational Training Teams

• Rotarian team leader and members with a

minimum work experience in Area of Focus

• Provide professional training
• May support travel of multiple teams
• Must align with Areas of Focus
• Duration of trip flexible

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Global Grant Scholarships

• Graduate level coursework
• 1 to 4 academic years
• Study in Area of Focus
• Further the mission of TRF
• Applicant must provide proof of admission

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Global Grant Funding

Club Contribution: $10,000 District Contribution: $10,000

(Match $1.00 for $1.00)

TRF World Fund Match: $15,000

(Match Club $0.50/$1.00 & District $1 for $1)

Total Grant Amount: $35,000

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Eligibility Guidelines

Grant funds must not be used for:

• New construction of habitation structures
• Purchase of land or buildings
• Cooperating organization expenses
• Personal benefit
• Duplication of TRF or Rotary program
• Reimbursement of existing project
• Excessive support of any one beneficiary

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Sustainability

• The capacity for maintaining outcomes long-term to

serve the ongoing needs of a community after grant funds have been expended

• Optimal use of local resources
• Prepare community for transition

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Stewardship

The responsible management and oversight of grant funds including:

• Rotarian supervision of project
• Standard business practices
• Reporting of irregularities to TRF
• Implementing projects as approved
• Financial records review
• Timely submission of reports

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Bank Accounts

Separate account(s) must be established for Rotary grants Payment will only be submitted to a bank account specifically for the project Project account names should be easily identifiable by club and project

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Reporting Timeline

Report online Progress reports are due at least every 12 months for the life of the project Final Report is due within two months of the project’s completion Documentation retention - 5 years

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Resources

• District 5840 website: www.rotary5840.org
• A Guide to Global Grants:

www.my.rotary.org/document/guide-global-grant Grants Education: www.rotary.org/grants The Rotary Foundation: Renee Reiling, TRF Grants Officer Phone: (847) 866-3314 Email: renee.reiling@rotary.org

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Thank You

Thank you for all you do for Rotary and The Rotary Foundation