GRANTS TRAINING SEMINAR Sean Gautam Chair, District Grants - - PowerPoint PPT Presentation
District Governor Tom Smith GRANTS TRAINING SEMINAR Sean Gautam Chair, District Grants Sub-Committee March 4, 2017 Grants Seminar Overview of Presentation District Grants Overview Eligibility and Restrictions Annual
Sean Gautam Chair, District Grants Sub-Committee March 4, 2017 – Grants Seminar
District Governor Tom Smith
District Grants
Overview Eligibility and Restrictions Annual Timeline
DACDB Grants Module Important Takeaways Questions & Answers
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Districts are responsible for administering District Grants. District Grants support local and international projects,
scholarships, vocational training teams, and related travel.
Rotary International (RI) does not administer District Grants
between the district and its clubs.
RI continues to support Global Grants. Rotary District 7680’s District Grants Sub-Committee
manages the district grants process.
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This process starts when the District is notified of the District
Designated Funds (DDF) funding for the upcoming year by RI (District Grants = 25% Annual Fund contributions 3-years ago).
Funds from RI will be disbursed to the District when 1. ALL
2016-17 grant projects are completed and final reports submitted by the respective clubs in DACDB for review by the Stewardship Committee, and 2. A summary of grants applied for have been sent and approved by RI.
For the 2017-18 year, funds available for District Grants will be
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A total of $101,626 was approved for District Grants in 2016-17.
28 District Grants were funded.
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Lead Club N ame Project N ame Albemarle
Scholarships
Alleghany County
Pulmonary Function Testing Machine
Cabarrus County
Dog Runs at Vietnam Veterans Park
Charlotte
Charlotte Youth Soccer Initiative
Charlotte Dilworth South End Bridge to Opportunity Scholarships Charlotte End-of-the-Week
Humanitarian School of Adelia Felix
Charlotte North
Hope to Walk
Charlotte Providence
Cotswold Farmers Market Management
Charlotte South
Beach Blast
Charlotte South Park
Montclaire Elementary
Charlotte West
NewGen Peace Builders Seminar 16-17
Cherryville
Rotary Door Project
Concord - Afton Sunset
PLC Rotary Career Center
28 District Grants funded in 2016-17…
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Lead Club Name Project N ame Gaston Breakfast
4-Way Test Scholarship (Expansion)
Gastonia
Gastonia Water Project
Gastonia East
Robotics STEM Initiative
Huntersville Happy Hour
Rotary Butterfly Garden
Kannapolis
Early Act First Knight
Kings Mountain
Backpack Project
Lake Norman-Huntersville
Respite Care Program
Monroe-Union Breakfast
Rotary Park
North Mecklenburg County
Cornelius 9/11 Monument
North Wilkesboro
Foster children's Christmas party
Salisbury
Happy Feet
Southwest Cabarrus
Elementary School Backpack Program
Taylorsville
Back Pack Program
Top of the Lake-Mooresville
Purchase Van for Ada Jenkins Center
Union West (Indian Trail)
Gazebo for Adult Daycare facility
Key Eligibility Criteria for Clubs: 1. At least one club member must have attended the Grants Management Seminar in the current Rotary year.
Memorandum of Understanding (MOU).
to the Annual Fund by June 30th of the current Rotary
2016, then your AF contribution should be $4,800 to get to $100 per capita. Your club will then qualify for 2017-18.
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According to Rotary International, grants cannot fund (among other stipulations):
Continuous or excessive support of any one beneficiary Purchase of land or buildings Fundraising activities Operating, administrative, or indirect program expenses of
another organization
Unrestricted cash donations to a beneficiary or cooperating
(See District 7680 Grant Guidelines for complete details)
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Repeat Projects: Clubs are permitted to undertake repeating
district grant projects, as long as the beneficiaries are different each year. For example, a club may support the same project at a school, as long as the beneficiaries (students) are different each year.
Minimum Guarantee of Grant Funding: Qualifying clubs will
have a MINIMUM guarantee of 25% of that club’s Annual Fund contribution made 3-years ago (subject to the club equally matching the requested district grant funds).
Multiple Projects: A Club may do more than one district
grant project in a year, however, the 25% minimum will still apply to the multiple projects collectively.
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Collaborative Projects: Clubs may collaborate on a district
grant project. For purposes of the district grant, the 25% minimum guarantee will pool the amounts for each participating and qualifying club. This will help to increase the minimum guarantee for collaborative projects. However, the 25% minimum guarantee for any qualifying club will be spread
in that year.
Funding Amounts: The Grants Sub-Committee evaluates all
projects on their merits and makes funding decisions accordingly.
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“Club Mojo” contributed $6,000 to the Annual Fund SHARE
three years ago. So, in the coming year Club Mojo is GUARANTEED at least $1,500 (25%) for its District Grant project(s).
Why? Because RF keeps $3,000 (50%) and sends back $3,000
(50%) to the District as DDF. Of that, $1,500 (25%) is for District Grants and the other $1,500 (25%) is for Global Grants.
Club Mojo thus has $1,500 guaranteed to use for District
Grants (assuming the club will APPLY for a grant or grants and that the club QUALIFIES for the coming year).
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Rotary Club of Mojo $6,000 to AF SHARE
Rotary Foundation
District 7680 $3,000 (3-years later) World Fund $3,000 Rotary Club of Mojo $1,500 for District Grant $1,500 earmarked for Global Grants
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Rotary Club of Mojo $1,500 Guaranteed for District Grant(s) Option 1 Do one project using entire $1,500 District Grant (matched by club funds) Option 2 Do two projects splitting the $1,500 District Grant (matched by club funds)
Some may question WHY give to the Rotary Foundation? Why
not keep the money and use directly for club projects?
1. Multiplier Effect – By contributing to RF, the 25% that comes back for District Grants is essentially doubled by the club. In
2. Collaboration – By collaborating with other clubs, the grant request and the scope of the project may be significantly scaled up. 3. For the Cause – Rotary would not exist without the generous support of Rotarians. The RF was recognized by AFP in 2016 as the World’s Outstanding Foundation. Contributions to RF support the many causes of Rotary.
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Important Dates District Grants Event Mar-Apr President-Elect to present preliminary outline proposal at PETS. Mar 1 Notify District Grants Sub-Committee if the club is not going to use 100% of the district funds for their project (approved for the current year). Mar 31 Return all unused grant funds to the District (approved for the current year), if 100%
May 15 Deadline to submit current year’s Project Completion Report on DACDB Grants
the community, how it involved Rotarians, how many Rotarians were involved, and a full accounting of project expenditures with all receipts and photos of the project. Jun 15 Deadline for submission of new Rotary year District Grant project application on DACDB. Jun-Jul District Grants Committee to review new District Grants applications. Aug District Grants Committee to notify clubs of grants decisions taking into account eligibility, project details, funding considerations and other factors. Sep-Dec District Grants Committee to disburse approved funds to clubs once grant monies are received from TRF. Sep-May Clubs to submit detailed Project Interim Report on DACDB (within 6 months after disbursement of funds to the club). Submit Final Report by May 15.
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The DACDB Grants Module is designed to manage the entire
life cycle of the District Grant process – electronically.
The Grants Module is a tab in DACDB. ALL club members can
view grants, or start a grant application. However, only Level-4 Club officers may assign two club grant signatories to enable formal submission. (More on that later…)
DACDB’s Grants Module is for District Grants only.
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Any club member may start an application in DACDB online
within the DACDB Grants Module
Other clubs may partner on a grant project, even if they do
not qualify for a district grant project
Clubs must enter project details in DACDB’s Grants module The District Grants Sub-Committee may request additional
information, such as:
Project details community impact budget information and any other information the District considers pertinent
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The District Grants Sub-committee reviews all projects in
DACDB to review and approve grant amounts.
Clubs may be contacted to provide more information. All Grant activities / transactions are logged, such as
electronic signatures, documents uploads, etc.
Only qualified clubs are considered for district grants. Clubs
that do not qualify may still partner with a qualified club to partner on a district grant project.
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District 7680 Projects can be planned with multiple clubs
participating – for example, these types of projects.
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Each club seeking a district grant enters the project
description, contact information and budget (including requested DDF funding).
Once the project documentation is finalized at the club-level,
it will be digitally signed and approved by two (2) designated club officers of the PRIMARY club (no need for partner clubs).
NOTE: Partner clubs should NOT be listed in the list of clubs
in DACDB as that will require each partner club to also affix two electronic signatures.
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Clubs will continue to have access to approved grants and
may continue to update a grant over its lifetime.
Clubs may continue to add photos, invoices, documents, and
supporting files related to a grant.
Files will be archived after a grant is completed for up to
seven (7) years.
Interim and Final Reports may be submitted or uploaded via
DACDB Grants module, including photos, receipts, etc. Uploaded documents are automatically included in reports.
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ALL club members have access to the Grants tab so they can see their club’s project details. A Level-1 member has access to the Grants to start on an application. All Level-4 Club Officers have full access to the club Grant
access to edit it, but not approve it. Only the members designated as the club signatories can approve and submit a grant to the District Grants Sub-Committee. Authorized Club Signatories may change from year to year, so if anyone has access issues…call Sean!
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The deadline for submission of Grant applications for the 2017-18 ROTARY year is June 15, 2017 Questions about Grants module may be emailed to Sean@PortfolioPro.com or feel free to call Sean at
Questions and concerns relating to club or project eligibility and Global Grants should be discussed with Foundation Chair Joe Morris
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Sean Gautam Chair, District Grants Sub-Committee March 4, 2017 – Grants Seminar
District Governor Tom Smith