GRANTS MANAGEMENT SEMINAR 2020-21
HOW TO PARTICIPATE IN THE WEB MEETING All participants are muted to avoid feedback. Use this control panel to View Participants, complete the Poll and Chat. If we ask you to raise your hand click the hand in the Participants Panel.
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HOW TO PARTICIPATE IN THE WEB MEETING Use chat: • Ask a question • Send a message You can send to: • To everyone • To another participant Use the drop-down arrow to select a specific participant.
HOW TO PARTICIPATE IN THE WEB MEETING REQUIRED FOR CREDIT The poll will be brought up at the end of the session. It is required for credit – do not leave the meeting until it is completed.
THE ROTARY FOUNDATION GRANTS TEAM Ed Walsh Bill Harvey Nicki Klein District 5650 District 5650 Rotary District 5650 Global Grants Foundation District Grants Chair Committee Chair Chair
THE ROTARY FOUNDATION (TRF) LEADERSHIP ▪ District Leadership Team ▪ District Foundation Team ▪ Assistant Governors
TODAY’S AGENDA ▪ Club & Member Qualification / Certification ▪ 2020-21 DDF Funding ▪ Types of Grants ▪ Stewardship, Reporting
QUALIFICATION / CERTIFICATION ▪ Memorandum Of Understanding (MOU) ▪ Signed by sitting / current Club President and Club President-elect ▪ Members participate in Grants Management Seminars (GMS) ▪ 2 members participate for club Certification ▪ Only GMS participants are eligible to enter project applications ▪ Not Delinquent with Reporting, Payment of Dues or Tax Returns ▪ Club must submit goals on Rotary Club Central for membership, giving to the Annual Programs Fund, and giving to Polio Plus
TERMS OF QUALIFICATION / CERTIFICATION ▪ Valid for one Rotary year (July 1 – June 30) ▪ Entire club responsible ▪ Disclose potential conflicts of interest ▪ Proper use of grant funds ▪ Timely grant reporting
SOURCE OF GRANT FUNDING
TIMELINE Timeline 2017-18 2018-19 2019-20 2020-21 Contributions Funds Funds SHARE To APF Invested Invested Projects (Annual Program Fund) 2 3 1 (Also known as SHARE) yr yr yr
DISTRICT DESIGNATED FUNDS 2020 – 2021 Program Year SHARE Funds 2017-18: $117,873 50% of the funds go to each area below DDF Funds DDF Funds District Grants Global Grants $58,936 $58,936
FOR THOSE WHO MISSED THE OPENING: REQUIRED FOR CREDIT The poll will be brought up at the end of the session. It is required for credit – do not leave the meeting until it is completed.
RESOURCES Grants Page under The Rotary Foundation of www.rotarydistrict5650.org ▪ Documentation ▪ Announcements
RESOURCES
RESOURCES ▪ Terms and Conditions for District & Global Grants ▪ Rotary Foundation Code of Policies ▪ Rotary Areas of Focus
RESOURCES
DISTRICT GRANTS
DISTRICT GRANTS District Grants ▪ Local community projects ▪ Relate to the mission of TRF ▪ Include active participation of Rotarians ▪ Cannot repeat prior projects ▪ Scholarships ineligible ▪ Award Criteria may consider club’s past contributions to TRF
DISTRICT GRANTS – MONEY MANAGEMENT District Grants ▪ MUST use a dedicated bank account for all project funding and expenses ▪ Bank statements and check images must be part of project reporting ▪ Receipts required for all expenditures ▪ Project expenses may not be incurred prior to approval by RIF
DISTRICT GRANTS-MATCHING FUNDS District Grants Matching Funds ▪ 1:1 Club Contribution / District Match ▪ Single Club District Grant Projects $1,500 – Maximum Match $500 - Minimum Amount from Club ▪ Multi-Club District Grant Projects $6,000 - Maximum Match (4 clubs must participate in order to receive the max. match) $300 - Minimum Amount from any Club
DISTRICT GRANTS – APPLICATION TIMELINE District Grants Application Timeline ▪ May 31, 2020 – Deadline to submit online applications ▪ June 2020 – District committee reviews project applications, submits Spending Plan to TRF for approval ▪ July/August 2020 – Grant project approval notification; funds received from TRF and disbursed to clubs; projects can begin ▪ December 31, 2020 – Interim report due ▪ March 31, 2021 – Project completion deadline and final report due
DISTRICT GRANTS – ONLINE APPLICATION District Grants Application Timeline ▪ Information requested ▪ Determination of Need ▪ Sustainability
DISTRICT GRANT PROJECT HISTORY District Grants Application Timeline
GLOBAL GRANTS
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 Economic and community development
GLOBAL GRANT BASICS ▪ Minimum Project Size $30,000 ▪ Minimum Match from TRF $15,000 ▪ Maximum Grant from TRF $400,000 ▪ Maximum Project Size Unlimited
GLOBAL GRANT FUNDING Club Contribution $10,000 District Contribution $10,000 TRF World Fund Match $15,000 TOTAL GRANT AMOUNT $35,000 Application deadline: September 1, 2020
TYPES OF GLOBAL GRANTS ▪ Humanitarian Projects ▪ Vocational Training Teams (VTT) ▪ Global Scholarship Note: A Global Grant can be a combination of any of these types of grants.
A GLOBAL GRANT MUST: ▪ Align with one or more Area of Focus ▪ Be Host Community driven ▪ Exhibit good Stewardship of funds awarded ▪ Provide a Long Term Benefit – Be sustainable ▪ Include active Rotarian participation ▪ Be measurable
VOCATIONAL TRAINING TEAMS Vocational Training Teams ▪ Include a Rotarian Team Leader and members with a minimum of work experience in the Area(s) of Focus ▪ Provide professional training ▪ May support travel of multiple teams (inbound and/or outbound) ▪ Must align with Area(s) of Focus ▪ Duration of trip and team size are flexible
GLOBAL GRANT SCHOLARSHIPS ▪ Graduate-level coursework ▪ 1 to 4 academic years ▪ Study in an Area of Focus ▪ Further the mission of TRF ▪ Applicant must provide proof of admission
ONLINE RESOURCES ▪ Rotary.org / My Rotary (https://my.rotary.org/en)
ONLINE RESOURCES
ELIGIBILITY GUIDELINES ▪ Global 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 ▪ See Grant Management Manual for full list of guidelines
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.
STEWARDSHIP Is the responsible management and oversight of The responsible management and oversight grant funds, including: of grant funds, including: 1. Rotarian supervision of project 1. Rotarian supervision of project 2. Standard business practices 2. Standard business practices 3. Reporting of irregularities to TRF 3. Reporting of irregularities to TRF 4. Implementing projects as approved 5. Financial records review 4. Implementing projects as approved 6. Timely submission of reports 5. Financial records review 6. Timely submission of reports
DISTRICT 5650 GLOBAL GRANTS Prior Global Grants Project Project Country Club Size Compl Medical Equipment for Mali Omaha $118,100 2020 Koutiala Women’s and Night Children’s Hospital Omaha Millard Zabuli Education Center Afghanistan Omaha $38,500 2018 Science Lab Suburban Water for South Sudan South Sudan Wayne $116,880 2018
RESOURCES ▪ District Leadership Team ▪ District Foundation Team ▪ Assistant Governors ▪ Rotary.org / My Rotary ▪ www.rotarydistrict5650.org ▪ One Rotary Summit ▪ Remaining GMS Webinars ▪ Rotary Leadership Institute
BEFORE LEAVING THE MEETING: REQUIRED FOR CREDIT The poll will be brought up at the end of the session. It is required for credit – do not leave the meeting until it is completed.
CLOSING
THANKS FOR ALL YOU DO FOR ROTARY AND THE ROTARY FOUNDATION
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