Grant Management Seminar District 5970 Date March 27

Grant Management Seminar District 5970 Date: March 27, 2021 TITLE | 1

Welcome from DGE Jeff Hassman • DGE Jeff Hassman TITLE | 2

How Does a Club Qualify to Apply for a Grant? • Club Memorandum of Understanding (MOU) – Listed on District Website under Foundation tab, then Grants – Submit Directly after attending this class • Addendum to Club Memorandum of Understanding – Submit Directly after attending this class • Attend Grant Management Seminar (GMS) • These two documents, and your attendance today, Qualifies your Club • These are Rotary International Requirements TITLE | 3

Club Memorandum of Understanding • Don’t need to know your project to complete this form. • Signed by the Club President for 2021 -22 (your current President-Elect) • Signed also by the Club President for 2022 -23 • Also same two signatures required on the Addendum to the Club MOU form. • Found at www. district 5970. org at “District Foundation” tab then “Grants” tab TITLE | 4

District Community and International Grants TITLE | 5

Funding • Funding available based on Club and individual contributions to the Rotary Foundation Annual Fund in 2017 -2018 – $230, 806 Donated in 2017 -2018 in District 5970 – 50% to the World Fund – 50% to DDF • 50% to Global Grants • 50% to District Community and International Grants • $6, 441 from four endowed funds earnings • Plus……. 50% of $37, 220—extra allowed by TRF Trustees • Funding Available for District Block Grants in 2020 -2021 $79, 532 TITLE | 6

Grant Application • Grant Application (on District Website) – Projects will not be funded over multiple years • Intended to be accomplished in one year • Strongly encouraged to spread your grant funding around the community as much as possible – Avoid Large projects of which your club is a small part – Projects must be completed and a final report approved by May 31, 2022 – Clubs may submit more than one application – Use application in the District Grant Handbook—you can type on it – Check only ONE box under “Activity Type” – http: //district 5970. org/sitepage/district-foundation/grants TITLE | 7

Cooperating Organizations • Cooperating Organizations – Involved in implementing the project – Offer technical expertise and project coordination • Cooperating Organizations MOU Required – Found on District Website – Your Club is the “Host Sponsor” on the form – Funds must stay with your Club DO NOT write checks to the Cooperating Organization PLEASE write checks directly to the vendors TITLE | 8

Final Reports • Begin with the End in Mind – Communications with the District – Quotes from Vendors – Receipts – Invoices – Cancelled Checks – Bank Statements – Final Report – Digital Photographs – Delays in your project TITLE | 9

Final Reports • Final Grant Report form – Found on District Website – Detail all expenditures for the entire project—both the grant funding and your club’s match – Provide all documentation – Grant Reports are due 30 days after completion of the project • Written approval must be granted if the project needs to extend beyond the May 31, 2022 deadline. Use Interim Report form. • If all requirements are not met in a timely Fashion – No Future Grants will be Approved – Your Club may be required to Return Grant Funds TITLE | 10

CATEGORIES OF PROJECTS • District Grant Projects must fit into the following activity types: 1. Community Development—General 2. Community Development—Renovation 3. Community Development—Disaster Recovery 4. Community Development—Volunteer Services 5. Education—General 6. Education—Literacy 7. Education—Volunteer Services 8. Food/Agriculture—General 9. Food/Agriculture—Volunteer Services TITLE | 11

CATEGORIES OF PROJECTS • Continued……… 10. Health—General 11. Health—Disease 12. Health—Volunteer Services 13. Water—Sanitation 14. Water—Supply/Access 15. Water—Volunteer Services 16. Environment TITLE | 12

HOW ARE GRANT APPLICATIONS EVALUATED? • District Grant applications will be evaluated on a 100 -point scale based on the following six criteria: Humanitarian focus of project Community Need Benefit to Rotary’s Public Image Club Contribution Ratio- amount of 15 points funding from club compared to total funding requested Member involvement Club support for The Rotary Foundation 15 points 25 points TITLE | 13

Timeline Review April 15 Call for applications June 15 Deadline for applications August 1 Clubs notified of District Grant awards August 1 - May 31 Implementation of grant project May 31 Grant project completed Final report submitted TITLE | 14

Documents Needed Find these documents at www. district 5970. org under District Foundation tab and then Grants tab • Quick reference guides • Grant application • Club Memorandum of Understanding • Addendum to MOU • Cooperating Organization MOU • 2021 -22 Grant Handbook for District 5970 • Final and Interim Report form TITLE | 15

Things to Remember District Grants • Minimum grant project cost is $3, 000 • Club funds 50% (minimum of $1, 500) • District matches club funding (minimum of $1, 500) • Maximum match from District is $5, 000 (project can cost more than $10, 000 if there additional sources of funding beyond club) • Clubs may submit more than one application but please rank them TITLE | 16

Global Grants Michelle Bell, Global Grants Chair District 5970 TITLE | 17

Questions and Contact Information Questions? • Jim Coloff, District Grants Chair 319 -231 -5003 or jim@coloffmedia. com • Michelle Bell, Global Grants Chair 319 -431 -2755 or mlbelldg 2019@gmail. com • John Wasta 319 -361 -8527 or john. wasta@gmail. com TITLE | 18

ACTION STEP! • Please remember! To email Suellen Kolbet, District Executive Secretary, at des@district 5970. org immediately after this presentation. This will provide proof of your attendance at this training. TITLE | 19

Thanks! THANK YOU! TITLE | 20