District 5730 Grant Management Seminar
description
Transcript of District 5730 Grant Management Seminar
![Page 1: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/1.jpg)
Grant Management Seminar 1
District 5730 District 5730 Grant Management SeminarGrant Management Seminar
![Page 2: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/2.jpg)
Grant Management Seminar 2
PurposePurpose
• Understand how to manage a Rotary Foundation grant
• Learn stewardship expectations
• Prepare clubs to implement the MOU
• Qualify clubs to receive grant funds
![Page 3: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/3.jpg)
Grant Management Seminar 3
Grant ManagementGrant Management
Ensures that projects
• Have proper financial control
• Adhere to technical standards
• Meet the needs of the beneficiaries
• Fulfill their objectives
• Safeguard funds
![Page 4: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/4.jpg)
Grant Management Seminar 4
Successful Grant ProjectsSuccessful Grant Projects
• Meet community needs
• Include frequent partner communication
• Have implementation plan
• Are sustainable
• Maintain proper stewardship of funds
![Page 5: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/5.jpg)
Grant Management Seminar 5
StewardshipStewardshipStewardship is the responsible management and oversight of grant funds, including: • Rotarian supervision • Financial records review• Oversight of funds• Reporting irregularities• Timely submission of reports
![Page 6: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/6.jpg)
Grant Management Seminar 6
Qualification RequirementsQualification Requirements
• Attend a grant management seminar
• Agree to club memorandum of understanding and submit signed MOU to district
• <<Insert additional district requirements here>>
![Page 7: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/7.jpg)
Grant Management Seminar 7
Terms of QualificationTerms of Qualification
• Valid for one year
• Club responsibility for grant funds
• Disclose conflicts of interest
• Cooperate with all audits
• Use grant funds properly
• Implement the club MOU
![Page 8: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/8.jpg)
Grant Management Seminar 8
Session 1Session 1
Designing a ProjectDesigning a Project
![Page 9: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/9.jpg)
Grant Management Seminar 9
Learning ObjectivesLearning Objectives
• Identify best practices for designing a project
• Develop a plan to implement your project
• Understand how to create measurable goals
![Page 10: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/10.jpg)
Grant Management Seminar 10
Successful Grant ProjectsSuccessful Grant Projects• Real community needs
• Frequent partner communication
• Implementation plan
• Sustainable
• Proper stewardship of funds
![Page 11: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/11.jpg)
Grant Management Seminar 11
Needs AssessmentNeeds Assessment
• Base project on the community’s need
• Assess resources of your club and potential partners
• Talk to the community
![Page 12: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/12.jpg)
Grant Management Seminar 12
PartnersPartners
• RI Convention
• Project fairs
• Matchinggrants.org/global
• International meetings
• Rotary Showcase / Facebook
![Page 13: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/13.jpg)
Grant Management Seminar 13
Project PlanningProject Planning
• Form a three-person grant committee
• Assign roles
• Implementation plan
• Budget
• Contingency plan
• Document retention plan
![Page 14: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/14.jpg)
Grant Management Seminar 14
Creating a BudgetCreating a Budget
• Realistic
• Competitive bidding
• Reasonable prices
• Disclose conflicts of interest
![Page 15: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/15.jpg)
Grant Management Seminar 15
Setting GoalsSetting Goals
• Measurable
• Sustainable
• Qualitative (descriptive)
• Quantitative (numeric)
![Page 16: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/16.jpg)
Grant Management Seminar 16
Setting GoalsSetting Goals
• Gather baseline data
• Set goals
• Determine method of measurement
![Page 17: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/17.jpg)
Grant Management Seminar 17
Learning ObjectivesLearning Objectives
• Identify best practices for designing a project
• Develop a plan to implement your project
• Understand how to create measurable goals
![Page 18: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/18.jpg)
Grant Management Seminar 18
Session 2Session 2
Applying for and Applying for and Implementing a GrantImplementing a Grant
![Page 19: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/19.jpg)
Grant Management Seminar 19
Learning ObjectivesLearning Objectives
• Write a successful grant application
• Understand grant financing
• Discuss the importance of evaluation
![Page 20: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/20.jpg)
Grant Management Seminar
Rotary Foundation GrantsRotary Foundation Grants
• District grants
• Global grants
• Packaged grants
20
![Page 21: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/21.jpg)
Grant Management Seminar 21
Applying for Global GrantsApplying for Global Grants
• Two-step application process online
• 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
![Page 22: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/22.jpg)
Grant Management Seminar 22
Areas of FocusAreas 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
![Page 23: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/23.jpg)
Grant Management Seminar 23
Sustainable ProjectsSustainable Projects
Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended
![Page 24: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/24.jpg)
Grant Management Seminar
Global Grant First StepsGlobal Grant First Steps
24
![Page 25: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/25.jpg)
Grant Management Seminar 25
ApplicationApplication
![Page 26: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/26.jpg)
Grant Management Seminar 26
Global Grant FinancingGlobal Grant Financing
• DDF matched 100% with World Fund
• Rotarian cash contributions matched 50% with World Fund
• Non-Rotarian cash contributions
![Page 27: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/27.jpg)
Grant Management Seminar 27
Financing GuidelinesFinancing Guidelines
• Contributions raised by Rotarians
• Funds cannot be raised from beneficiaries in exchange for a grant
• Funds cannot come from other grants
• Contributions credited to donor
![Page 28: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/28.jpg)
Grant Management Seminar 28
ImplementationImplementation
• Communication
• Financial management plan
• Recordkeeping
• Following original plan
![Page 29: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/29.jpg)
Grant Management Seminar 29
EvaluationEvaluation
• Assists with reporting
• Improves future projects
• Based on goals
• Ongoing process
• Identifies successes
![Page 30: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/30.jpg)
Grant Management Seminar 30
Learning ObjectivesLearning Objectives
• Write a successful grant application
• Understand grant financing
• Discuss the importance of evaluation
![Page 31: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/31.jpg)
Grant Management Seminar 31
Session 3Session 3
Oversight and ReportingOversight and Reporting
![Page 32: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/32.jpg)
Grant Management Seminar 32
Learning ObjectivesLearning Objectives
• Identify best practices for managing funds and record keeping
• Identify which documents need to be retained
• Understand reporting requirements
![Page 33: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/33.jpg)
Grant Management Seminar 33
Financial Management PlanFinancial Management Plan
• Bank account for funds
• Distributing funds
• Use checks/bank cards to track funds
• Detailed ledger
• Include local laws
![Page 34: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/34.jpg)
Grant Management Seminar 34
ResourcesResources
• Document retention worksheet
• Financial management plan worksheet
• Transferring custody of a bank account
• More on Rotary.org
![Page 35: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/35.jpg)
Grant Management Seminar 35
Document RetentionDocument Retention
• Provide access
• Retain for a minimum of five years
• Make copies
![Page 36: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/36.jpg)
Grant Management Seminar 36
District Grant ReportsDistrict Grant Reports
• <<Insert district reporting requirements here>>
![Page 37: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/37.jpg)
Grant Management Seminar 37
Global Grant Reports: FrequencyGlobal Grant Reports: Frequency
• Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant
• Final report within 2 months of completion
![Page 38: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/38.jpg)
Grant Management Seminar 38
Global Grant Reports: ContentGlobal Grant Reports: Content
• How partners were involved
• Type of activity
• Evaluation of project goals
• How area of focus goals were met
• How funds were spent
• Number of beneficiaries and how they benefited
![Page 39: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/39.jpg)
Grant Management Seminar 39
Conflict of InterestConflict of Interest
• Exists when a Rotarian benefits financially or personally from a grant
• Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)
![Page 40: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/40.jpg)
Grant Management Seminar 40
Learning ObjectivesLearning Objectives
• Identify best practices for managing funds and record keeping
• Identify which documents need to be retained
• Understand reporting requirements
![Page 41: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/41.jpg)
Grant Management Seminar 41
Session 4Session 4
QualificationQualification
![Page 42: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/42.jpg)
Grant Management Seminar 42
Learning ObjectivesLearning Objectives
• Understand qualification requirements
• Manage your club’s qualification
![Page 43: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/43.jpg)
Grant Management Seminar 43
Qualification RequirementsQualification Requirements
• Attend a grant management seminar
• Submit signed club MOU
• <<Additional district requirements should be added here>>
![Page 44: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/44.jpg)
Grant Management Seminar 44
Maintaining QualificationMaintaining Qualification
• Follow terms of club MOU
• Appoint club member/committee to manage club qualification
• Fully implement stewardship practices to prevent misuse of funds
![Page 45: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/45.jpg)
Grant Management Seminar 45
Learning ObjectivesLearning Objectives
• Understand qualification requirements
• Manage club qualification
![Page 46: District 5730 Grant Management Seminar](https://reader036.fdocuments.us/reader036/viewer/2022062517/56813a7e550346895da27b1c/html5/thumbnails/46.jpg)
Grant Management Seminar 46
Thank youThank you