Grant Management Seminar Session 2 1 Session 2 Applying for and Implementing a Grant 10/12/2013.

Grant Management SeminarSession 2 1

Session 2

Applying for and Implementing a Grant

10/12/2013

Grant Management SeminarSession 2

Learning Objectives

• Write a successful grant application• Understand grant financing• Discuss the importance of evaluation• Understand basic District 5240 policies

and procedures for District & Global Grants

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Rotary Foundation Grants

• District grants• Global grants• Packaged grants

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Applying for Global Grants• Apply online through My Rotary

www.rotary.org in accordance with our district’s Policies and Procedures

• Meet goals of area of focus • Be sustainable• Involve Rotary clubs in two districts• Minimum TRF match of $15,000• District confirms club is qualified

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http://www.rotary.org/


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

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Grant Management SeminarSession 2 610/12/2013

RESPONDING TO CONFLICT


PREVENTING CONFLICT/BUILDING PEACE


Rotary ShowcaseYou can feature your projects or look for ideas at www.rotary.org

Project contacts: Heather N. Frankle, Simi Sunrise

http://www.rotary.org/


Sustainable Projects

Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended

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Budget

• Goals of the Project• Preliminary budget• Three separate bids or quotes• Conflict of Interest

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Global Grant Financing

• DDF matched 100% with World Fund• Rotarian cash contributions matched

50% with World Fund• Non-Rotarian cash contributions

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Financing 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• International Partner = 30% of all

contributions to a Global Grant

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Implementation

• Communication• Financial

management plan• Recordkeeping• Following original

plan

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Evaluation

• Assists with reporting• Improves future projects• Based on goals • Ongoing process• Identifies successes

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On-Line Tutorials

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Accessing Rotary’s Online Grant Application System

Global Grants 1: Starting an Application and Adding Primary Contacts

Global Grants 2: Area of Focus and Participant Sections

Global Grants 3: Budget and Finance Sections

Global Grants: Authorizing Your Grant

Global Grants: Preparing Your Grant For Payment

District Grants: Starting, Editing, and Submitting a Grant

After your Global Grant Application is approved by the District 5240 Grants Subcommittee, you will submit to TRF using the online system in My Rotary.

The tutorials listed below are accessible from the D5240 website.


District 5240 Global Grant Policies 2014-15

• Introduction and Overview• How were decisions reached?• Will there be changes next year?

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Financing a D-5240 Global Grant

Minimum Financing Model

Minimum Global Grant = $35,000

Cash $10,000 DDF $10,000

TRF Match $ 5,000 TRF Match$10,000

Total $15,000 Total $20,000

Total Grant $35,000

Total TRF $15,000

PoliciesD-5240 Policy: DDF will be matched $ for $ with cashTRF requirement: minimum TRF Match = $15,000

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How Will Clubs Get DDF? Maximum of $15,000 DDF per Global Grant

No allocation of DDF based on APF Giving

Benefits:• Enables both large and small clubs to

sponsor Global Grants• Avoids requiring clubs to contribute cash in

excess of $15,000 for each Global Grant• Promotes collaboration to aggregate

minimum cash contribution

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Submitting a Global Grant

• Starting NOW! Global Grants can be written on-line through My Rotary at any time

• Global Grants that are written through My Rotary can be saved as a PDF at any time

• D-5240 Global Grants Committee will review your grant drafts at any time

• TRF will not approve a grant until D-5240 reviews it and approves it

• D-5240 will approve grants 4 times per year: • Aug. 15, Nov. 15, Feb. 15 and May 15

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Obtaining DDF for Your Global Grant

• The total amount of DDF available for Global Grants will be divided into 4 equal parts and made available 4 times per year corresponding to the grant committee approval dates.

• If the requests for DDF exceed the amount of DDF available in any given quarter, grants will be evaluated by the Global Grants Committee on a merit basis with emphasis on beneficiary involvement, sustainability, and implementation planning. If there is enough DDF, grants will be approved without merit evaluation.

• If your grant is not approved for DDF you can reapply during any of the future dates that the committee will meet for grant approval.

• If DDF for any quarter is unused it will be rolled over to the next quarter.

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If You Have Questions

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WATCH FOR EMAILS ANNOUNCING FUTURE WEBINARS, SEMINARS AND UPDATES

ASK THE REGIONAL REPRESENTATIVES ON THE GLOBAL GRANTS COMMITTEE FOR HELP

SEND AN EMAIL TO JANET NAPIER

[email protected]

OR

HEATHER FRANKLE [email protected]

mailto:[email protected]



Break

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District 5240 District Grant Policies 2014-15

Gerry Porter, District Rotary Foundation ( DRF) District Grants

Coordinator 2014-2015

[email protected]

Cell (909) 744-2013

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Grant Model - District Grants have greater flexibility than the old District Simplified Grants…• District Grants fund short-term projects and activities either local or

international, that support the Foundations mission. Examples are humanitarian and service projects, community beautification, scholarships, and vocational training teams relating to the project/mission.

• The Grant Model now allows: Scholarships with no restrictions on the level (secondary, university, or graduate), length, location (local or international), or area of study .

• Service travel and disaster recovery efforts.• Vocational training teams for both domestic and international travel,

rotary and non-rotary countries.

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District Grants must :• Relate to the mission of The Rotary Foundation.• Comply with all policies and procedures of The Rotary

Foundation and District 5240.• Include the active participation of Rotarians.• Adhere to the governing laws of the U.S. and the country where

the activity is taking place and not harm individuals or entities.• Demonstrate sensitivity towards host country’s culture.• Only fund activities that have been approved in advance. • Comply with the District Conflict of Interest Policy. • Complete all required paperwork in a timely fashion.• Will still be reimbursement grants.

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• Clubs must be qualified in accordance with TRF and D5240 Policies .

• Qualification procedures will be covered in Session 4 today.

• Non-qualified clubs can participate but cannot sponsor or submit a grant application.

• The District can earmark up to 50% of District Designated Funds (DDF) to District Grants.

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District Grants will be allocated to the Clubs according to the District Allocation Process, based on individual Club contributions to the Annual Programs Fund for the preceding 3 year period. The minimum allocation will be $500.• The District will match the Club contribution (District 5240 Clubs only) $

for $ up to the Club’s allocation for the 2014-2015 Rotary Year.• There is no limit on the dollar amounts on individual District Grants.

Clubs can use their allocation in any manner they choose within the Terms and Conditions prescribed by TRF and District 5240.

• Clubs may combine their allocation with other Clubs in any manner they wish with no limitations.

• There is no TRF match for District Grants.• District Grants are not required to be within the Six Areas of Focus.

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VERY IMPORTANT:

Although applications for District Grants may be submitted from January 15 to March 31 for approval - CLUBS MAY NOT IMPLEMENT, PURCHASE OR PAY FOR ANYTHING ON A PROJECT UNTIL JULY 1 OF THE NEW ROTARY YEAR.

Remember, in order to be reimbursed you may not begin a 2014-2015 project until after June 30.

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District Grants must be submitted in advance of the Rotary year.

• For the Rotary year beginning July 1, 2014, grant applications can be submitted beginning January 15, 2014 and continuing through March 31, 2014. District Grant applications submitted during this period will be based on the individual Club allocations and will be “protected” within the Terms and Conditions of TRF and District 5240.

• If there are District Grant funds available after the March 31, 2014 deadline, Clubs can submit additional DG applications for funding on a first-come, first served basis, as follows: Up to $1,000 per Club: Up to $1,500 for 2 or more Clubs. All District Grant applications must be submitted by April 30, 2014.

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Reimbursement:• A check for the approved amount of the District Match to the

sponsoring Club will be sent only after the Final Report has been received and approved.

• Non-sponsoring Clubs shall be reimbursed by the Sponsor Club.• Only expenditures which were approved prior to the start of the

project will be reimbursed. Any changes must be approved in advance by the District Grants Committee.

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Review Process• The review process is the same as last year. • District Grants Subcommittee Chair Janet Napier will

review the application and pass it on to the District Grants Committee for review and approval.

• Our job is to help you succeed, so we will do everything in our power to help you develop your application to approval.

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Examples of District 5240 Grants from 2013-2014:• “Reading by Nine”, books donated to K-3 Title 1 School.• Funding immunizations for local Communicable Disease Center.• Structural repairs to Health Clinic in Nicaragua involving 3 D5240

Clubs.• Bathroom addition for youth camp involving 2 clubs.• Midwife Training for Nomadic Midwives in Niger involving 10 clubs.• Mobile Medical Unit in Tibet involving 11 clubs.• Coffee Truck for foster youth program involving 6 clubs.

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Examples of new possible projects under the current Terms and Conditions for District Grants:

• Scholarships for all grade levels. • Sponsoring project discovery team to review an existing project or

plan new projects, both domestic and international.• Supporting projects in non-Rotary countries.

• All District Grant applications must be submitted in PDF format to the District Grants Subcommittee Chair, Janet Napier. Her email is: [email protected] .

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Learning Objectives

• Write a successful grant application• Understand grant financing• Discuss the importance of evaluation• Understand basic District 5240 policies

and procedures for District & Global Grants

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Grant Management Seminar Session 2 1 Session 2 Applying for and Implementing a Grant 10/12/2013.

Documents

Transcript of Grant Management Seminar Session 2 1 Session 2 Applying for and Implementing a Grant 10/12/2013.