District 6080
Grant Management Seminar
Grant Management Seminar
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Rotary Foundation Grants
• DISTRICT BLOCK GRANT
- up to 50% of District
Designated fund which is
generated from 3 years prior
giving to Annual Fund
• GLOBAL GRANTS
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District Block Grants
Projects that align with the mission of The
Rotary Foundation, which is to enable
Rotarians to advance world
understanding, goodwill, and peace
through the improvement of health, the
support of education, and the alleviation of
poverty.
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District Block Grants
• Governed by terms and conditions
established by The Rotary Foundation
• Fund small-scale, short term activities that
address needs in our communities
• District decision making with broader
guidelines
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2015-16 District Block Grant
District Simplified Grants $ 53,820
Education/Scholarship
$ 3,622
Administrative expenses $ 2,238
Contingency
$ 14,920
Total
$ 74,600
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District Simplified Grants
2016-17
• Single project grant applications
• Eligible amount per club to be published
by December 15, 2015 via website and
Foundation Newsletter
• Not required to ask for full amount eligible
but must be in $100 increments above
$500
• Club must match grant 1:1
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District Simplified Grants 2016-17
APPLICATIONS ARE DUE May 15, 2016
Project start: No earlier than Aug 5, 2016
Project completion: Mar 1, 2017
Final Report Deadline: Mar 15, 2017
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DSG Eligibility Guidelines
All Foundation grant activities must:
• Relate to the Mission of TRF
• Include the active participation of
Rotarians
• Exclude any liability to TRF or RI beyond
funding the grant
•
Adhere to the governing laws of US and host area of the grant,
and harm no individuals or entities
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DSG Eligibility Guidelines
• Only fund activities that have been
reviewed and approved before their
implementation. Grants may not be used
to reimburse clubs or districts for activities
and expenses already completed or in
progress. Planning for grant activities
prior to approval is encouraged, but
expenses may not be incurred.
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DSG Eligibility Guidelines
• Demonstrate sensitivity to the host area’s
tradition and culture
• Comply with the Conflict of Interest Policy
for Grant Participants per TRF Code of
Policies
• Comply with the policy regarding the use
of Rotary marks as outlined in TRF Code
of Policies
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Grant Restrictions
Grants cannot be used to unfairly discriminate
against any group; promote a particular
political or religious viewpoint; support
purely religious functions; support activities
that involve abortion or that are undertaken
solely for sex determination; fund the
purchase of arms or ammunitions; or serve
as a new contribution to the Foundation or
another Rotary Foundation grant
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Grants cannot fund:
• Continuous or excessive support of one
beneficiary, entity or community
• Establishment of a foundation, permanent
trust or long term bearing interest
account.
• Purchase of land or buildings
• Fundraising activities
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Grants cannot fund
• Expenses related to Rotary events such
as district conferences, conventions,
institutes, anniversary celebrations, or
entertainment activities
• Public relations initiatives not directly
related to a humanitarian or educational
activity
• Project signage in excess of $500
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Grants cannot fund
• Operating, administrative, or indirect
program expenses of another
organization
• Unrestricted cash donations to a
beneficiary or cooperating organization
• Activities for which the expense has
already been incurred
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Grants cannot fund
Travel to National Immunization Days
• Immunizations that consist solely of the
polio vaccine
• Transportation of vaccines by hand over
national borders
• Study at a Rotary Peace Center partner
university in the same or similar academic
program as those pursued by Rotary Peace
Fellows
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Cooperating Organizations
Cooperating organizations are reputable
non-Rotary organizations or academic
institutions that provide expertise,
infrastructure, advocacy, training,
education, or other support for the grant.
Must agree to comply with all reporting and
auditing activities required by TRF and
provide receipts and proof of purchases.
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Cooperating Organizations
All funding provided to cooperating
organizations must be used for specific
project expenses.
The sponsoring district must maintain an
itemized report of such activities.
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GLOBAL GRANTS
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Global Grants
Support large international
activities with sustainable,
measureable outcomes in one or
more of Rotary’s Six Areas of
Focus
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Global Grants
- Large scale international humanitarian
projects
- Scholarships for graduate level studies
- Vocational Training Teams
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Global Grants
Key feature is partnership between district or
club where activity is carried out and a district
or club in another country
Both sponsors must be qualified before
application can be submitted
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Global Grants
-Align with one of Rotary’s Area of Focus
- Applications are accepted throughout the
year and reviewed when received
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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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Global Grants
Minimum total budget is $30,000
Of this amount, a minimum of $15,000 must
come from Foundation’s World Fund
Clubs contribute cash-matched 50% from
World Fund
District 6080 contributes DDF which is
matched 100% from World Fund
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Global Grant Funding Example
Water Project in India
Good Job Rotary(sponsoring club)
$10,500
TRF World Fund Match (50%)
$ 5,250
Dist 6080 DDF donation
$10,500
TRF World Fund Match (100%)
$10,500
Other giving Rotary clubs
$ 5,000
TRF World fund match to clubs( 50%) $ 2,500
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Funding example (con’t)
Generous Business LLC
$ 2,000
TRF World Fund Match (50%) $ 1,000
Total Grant fund available
$ 47,250
Funds indicated in blue above must equal at
least $15,000 to qualify as a Global Grant
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Foundation Grants
Grant Management
Stewardship
Implementation of MOU
Qualification
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Grant Management
Ensures that projects
• Have proper financial control
• Adhere to technical standards
• Meet the needs of the
beneficiaries
• Fulfill their objectives
• Safeguard funds
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Successful Grant Projects
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Meet community needs
Include frequent partner communication
Have implementation plan
Maintain proper stewardship of funds
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Identifying Grants
Special Guest:
Linda Laagergren
Laurie Sunrise Beach Rotary Club
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Stewardship
Stewardship is the responsible management
and oversight of grant funds, including:
• Rotarian supervision
• Financial records review
• Oversight of funds
• Reporting irregularities
• Timely submission of reports
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Review of Club MOU
-Club qualification
-Club Officer responsibilities
-Financial management plan
-Bank account requirements
-Reporting
-Documentation Retention
-Reporting any misuse of funds
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District 6080 Qualification
Requirements
• Attend a grant management seminar
• Agree to club memorandum of
understanding and submit signed MOU to
district
• Clubs only applying for and receiving
District Simplified Grants will be excused
from certain requirements as outlined on
the MOU
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Terms of Qualification
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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
Timely reporting of grant funds
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Session 3
Oversight and Reporting
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Final Reports for DSG
• All expenditures for your grant must be
properly documented and reported
• No separate bank account for DSG
required but must provide the expense
documentation
• If working with cooperating organization,
they must submit expense documentation
• EXAMPLE
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Final Reports Example
• Grant for playground equipment at Good
Job Rotary Club MO
• Grant check from District $1500
• 100% matching club funds $1500
• Purchase of equipment from SS
playground equipment
$ 3,000
• COPIES OF ALL INVOICES AND
CHECKS
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Final Reports Example
• Grant for new refrigerator at Women’s
shelter
•
District grant to club $2000
•
Club 100 % match
$2000
• Check to Women’s Shelter $4,000
• WOMEN’S SHELTER MUST PROVIDE
DOCUMENTS FOR $4,000 PURCHASE
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Conflict 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)
• Please disclose any obvious or perceived
conflicts of interest
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Document Retention
• Provide access
• Retain for a minimum of five years
• Make copies
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Thank you
Be sure to sign attendance
sheet!
Be sure to get your club’s
MOU
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