ROTARY GRANTS CONTENTS Qualification District Grants Global Grants
ROTARY GRANTS
CONTENTS § Qualification § District Grants § Global Grants § Reporting & Stewardship Happy Feet (District Grant – Fall River MA) TITLE | 2
SECTION 1 QUALIFICATIONS
ATTEND – AGREE - PLEDGE § Attend a Grant Training Session. At least one person, preferably two persons per club should attend. An additional online training is required if applying for a Global Grant and/or Vocational Training Team. § Read, agree, sign and submit memorandum of understanding (MOU)/ district addendum (DA) to the District Stewardship Chair, PDG Steve Certa by June 1, 2020 (NOW ONE FORM) § Club President must report a goal in Club Central under Foundation for raising funds for The Rotary Foundation, Annual Fund – SHARE by June 1, 2020. (NEW REQUIREMENT) § Participating clubs must NOT be in arrears for international dues OR district dues as of August 15, 2020. TITLE | 4
TERMS 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/DISTRICT ADDENDUM TITLE | 5
QUESTIONS ABOUT QUALIFICATION? Clubs who have an approved or a global grant in draft form must keep their qualification status up to date. TITLE | 6
SECTION 2 - DISTRICT GRANTS
The Mission of The Rotary Foundation is to enable Rotary members to advance world understanding, goodwill and peace through the improvement of health, the support of education and the alleviation of poverty. DOING GOOD IN THE WORLD!
DISTRICT GRANTS § Aligned with the Foundation’s mission. § Small-scale, short-term. § Local or international activities. § Project outside the geographical boundaries of District 7950 a Collaborating MOU form is required. Rotary Reads (District Grant – Providence RI) TITLE | 9
DISTRICT GRANTS (cont. ) § Project must include a "hands-on", meaningful component involving the participation of club members. Fundraising events and monetary contributions are not considered to be “active participation”. § Up to three qualified clubs may partner to submit a joint project. The funds will be equally disbursed to each participating club however, the maximum amount will be $1, 500 for each club. § Thus, the maximum grant match available per project is $4, 500 if three clubs are involved (plus $4, 500 in club funds = $9, 000 maximum project value). § The club must utilize its own matching funds equal to the amount requested. If the project is more than $9, 000, the clubs must find other sources of funding for the balance. TITLE | 10
DISTRICT GRANTS (cont. ) • Three (3) Rotarians must be appointed by the Club’s President to to oversee the Grant Project (Club’s Rotary Foundation Chair; Grant Project Chair; and a Grant Treasurer). • Project monies may not be expended prior to notification of grant award. Planning may begin at any time – however, receipts dated and/or paid before notification are not eligible for reimbursement. • Although not required, District 7950 has placed emphasis on the Areas of Focus. (These Areas of Focus will be reviewed in the Global Grants Section. ) A new Area of Focus – Environment has been added TITLE | 11
DISTRICT GRANTS (cont. ) • • • SOME INFORMATION REQUIRED ON THE APPICAITON Describe how the project will meet an unmet need of the community? Time line? What, specifically, will the grant money be used for? (Attach a copy of the budget for the project. ) Provide a letter from the recipient stating they want your help. (Not financial support for a project or fundraising need of the organization). Club members non-financial involvement in the project must be clearly stated? Signature of Club President(s) TITLE | 12
DISTRICT GRANTS (cont. ) § Amount of DDF (District Designated Funds) available for 2020 -21 is approximately $39, 000. § As of July 1, 2020 Interact and Rotaract Clubs may apply for a District Grant if their sponsoring club has met the Qualification Requirements. § The awards will be from $250 to the maximum amount of $500. 00 per club. § The awards will be from $250 up to the maximum amount of $500. 00 per club. (Awarded on a first come, first served basis by the District Grants Committee as funds are limited for this new program) TITLE | 13
Applying For a District Grant § Submit applications from June 1, 2020 –September 15, 2020. Awards will be approved on a first come basis. § Grants application will be accepted until December 1 st if funds are still available. § The District Grant Application Form 2020 -2021 is available on the District web site: www. rotary 7950. com § Again, you can submit applications on June 1, 2020. All grant requests should be received no later than September 1, 2020. § Submit applications to Jean Sullivan at § grants@district 7950. org § 781 -492 -9181 TITLE | 14
Reports and Reimbursement § Any change in the project must be requested in writing to the District Grants Chair in order to be reimbursed. § Funds will be disbursed upon completion of the project, after a final report and receipts/Bank Statement have been submitted to the District 7950 Grants Chair, Jean Sullivan at grants@disrict 7950. org. § The deadline for the final report is June 1, 2021 – which means that the project must be completed before May 31, 2021. TITLE | 15
Reports and Reimbursement (cont. ) § A progress report should be sent to Jean Sullivan on February 1, 2021. Any request to change a projects budget or focus requires prior approval by the Grants Chair at grants@district 7950. org § Final Report requirements § A one-page summary of the project’s premise and conclusion bearing the club president’s signature. § A copy of the Club’s bank statement showing the expenses paid for and to whom. (as of Nov. 2019) § All Receipts equal to the total value of the project (example: a $500 award matched by $500 in club funds will require receipts totaling a minimum of $1, 000). TITLE | 16
DISTRICT GRANT OUTSIDE THE DISTRICT Additional requirements are needed for clubs who are requesting funds for an International Project using District Grant Funds. The organization or Rotary Club in that country must sign a Collaborating MOU and provide additional oversight of the project. TITLE | 17
Successful Grant Projects § Meet real community needs § Requires frequent partner communication § A plan for implementation § Sustainability is a plus but not required § Maintain proper stewardship of funds TITLE | 18
SOME COMMON QUESTIONS ? Examples of what Grant funds can be used for: Construction of infrastructure limited to toilet blocks and sanitation systems, access roads, dams, bridges, storage units, fences and security systems, water/irrigation systems, and greenhouses Renovation, repair, and refurbishment of structures that are currently occupied or operational in which individuals live, work, or spend a significant amount of time, which may include the provision of new services or upgrade of utilities (i. e. , electrical, plumbing, and heating), repair of roofs, additions to existing schools or hospitals, elevators, and renovation of bathrooms TITLE | 19
QUESTIONS ABOUT DISTRICT GRANTS? NOTE: Failure to comply with The Rotary Foundation policies and guidelines will result in the club returning misused grant funds in their entirety and being barred from receipt of future grants for a period of up to five years. TITLE | 20
SECTION 3 - GLOBAL GRANTS
GLOBAL GRANTS § Large, long-term projects § International project involving two countries or an impoverished area of US § Respond to a need identified by the recipients based on a formal Needs Assessment conducted per TRF guidelines. § Active participation by Rotarians in the recipient community § Alignment with an area of focus § Long-term sustainable impact and measurable outcomes TITLE | 22
AREAS OF FOCUS § Peacebuilding and Conflict Prevention § Disease prevention and treatment § Water, sanitation and hygiene § Maternal and child health § Basic education and literacy § Community economic development § Environment (New) TITLE | 23
SUSTAINABLE PROJECTS What is sustainability? Sustainability is giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended. TITLE | 24 • 24
COMMUNITY ASSESSMENT A Community Assessment is the critical first step to ensuring the long-term success of your project. (Global Grant requirement) Affirms community members will benefit from the project and were involved in developing it. Rotary’s Community Assessment Tools provides tips and resources for conducting your assessment. The project proposed in a global grant application should always respond to the findings of a community assessment. The project may be completely different from what you assumed was needed before doing the assessment. TITLE | 25 • 25
APPLYING FOR A GLOBAL GRANT § The club submits the Global Grant Intention Form with a draft budget and information regarding the Rotary Club they are partnering with. § Three members of the club will successfully complete the online Global Grants Training Course on the Learning Center and submits their certificates to the District Grants Steward. § The club’s Foundation Committee meets with the District Foundation Chair to review the project and determine the amount of DDF available to support the grant. § Online application process requires draft, approval by TRF, authorization by D 7950 Rotary Foundation Chair and District Governor § Note: A Club may only apply for 1 Global Grant at a time TITLE | 26 • 26
APPLYING FOR A GLOBAL GRANT (cont. ) § Alignment with at least one Area of Focus § Be sustainable § Complete a Needs Assessment involving the community. § Involve Rotary clubs in two districts § Minimum budget of US$30, 000 Application must meet all of TRF Terms and Conditions. https: //www. rotary. org/myrotary/en/document/te rms-and-conditions-rotary-foundation-districtgrants-and-global-grants TITLE | 27 • 27
FINANCING The minimum total project value for Global Grant participation is $30, 000. The Maximum Global Grant is $400, 000 Matches: • The district may match up to $10, 000 for a club or multi-club project depending on avalable District Designated Funds. • The Rotary Foundation will match 100% of the District’s match • The Rotary Foundation will also match the club/donor contributions at 50% see following example. . . TITLE | 28
FINANCING (cont. ) Example: § Club contribution = $10, 000 § District matches club contribution = $10, 000 § TRF matches District‘s contribution = $10, 000 § TRF matches 50% of Club's ($10, 000) contribution= $5, 000 § Total project budget of $35, 000 § Total District Matching Funds Available in 2020 -2021 for Global Grants is approximately $38, 000 TITLE | 29
Financing Guidelines • Contributions must be raised by Rotarians • Non-Rotarian donations are not matched • Funds cannot be raised from beneficiaries in exchange for a grant • Funds cannot come from other grants • Contributions credited to donor. Paul Harris points are awarded to the club or individual Rotarian making the donation TITLE | 30 • 30
Implementation & Reporting • All Global Grant requests are considered by TRF on a rolling basis throughout the year (first -come, first-served) • Once TRF approves the application and submits it to the district, the district will respond with whatever funds are remaining of the estimated $30, 000 that is available in 2020 -21. • If the district funds are depleted, clubs may choose to find other funding sources, or they may choose to wait until the district has available funds. TITLE | 31
Implementation & Reporting (cont. ) • Money is sent to TRF after approval and only when requested • Grant funds are sent to the Host Partner by TRF after final approval AND after all monies and pledges have been collected. • Project may take 2+ years to complete • Progress report is due in 12 months and quarterly after that until project is completed. A final report with receipts and bank statements is due 2 months after completion of project. TITLE | 32
TYPES OF GLOBAL GRANTS Global Grant Scholarship- $30, 000 Grant for Studies in a foreign country that relates to one of the areas of focus. Vocational Training Teams-A vocational training team (VTT) is a group of professionals who travel to another country either: to learn more about their profession or to teach local professionals about a particular field. Disaster Response Grants- $25, 000 Grant to support relief and recovery efforts in areas affected by natural disasters-Grant request is through the District in the affecting area. Clubs may contribute to these grants as an event occurs. TITLE | 33
GLOBAL VTT • Requirements: align with one or more areas of focus, sustainable and measurable impact, sponsored by clubs or districts from two countries. • Team composition: Teams must consist of at least two members (either Rotarians or non-Rotarians) with professional experience in the area of focus and a Rotarian leader with professional expertise, international experience, and general Rotary knowledge. There are no restrictions on the age of participants. • Length of the visit: Determined by the sponsors • Budget: At least US$30, 000 TITLE | 34
GLOBAL GRANT QUALIFICATIONS § www. rotary. org/myrotary/grants § My Rotary (sign up if not registered) § Member Center § Learning center-Grant Management Seminar § NOTE-3 MEMBERS OF CLUB MUST COMPLETE AND SUBMIT CERTIFICATE TO STEVE CERTA AT grants@district 7950. 0 rg TITLE | 35
Resources on D 7950 web site: § Website will be updated in the future under Foundation § District website is www. rotary 7950. com § The Rotary Foundation Trustees may make changes to requirements throughout the year that must be complied with by the grant recipient and the District Foundation Committee. TITLE | 36
QUESTIONS ABOUT GLOBAL GRANTS? TITLE | 37
SECTION 4 - REPORTING & STEWARDSHIP
FINANCIAL MANAGEMENT PLAN § Bank account for funds § Distributing funds § Use checks/bank cards to track funds § Detailed ledger § Include local laws TITLE | 39 • 39
DOCUMENT RETENTION § Provide access § Retain for a minimum of five years § Make copies TITLE | 40 • 40
GLOBAL & DISTRICT GRANT REPORT CONTENTS § 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 TITLE | 41 • 41
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) § Must be disclosed § Depending on circumstances, may be allowed for good cause TITLE | 42 • 42
QUESTIONS ABOUT REPORTING & STEWARDSHIP? TITLE | 43
DISTRICT CONTACTS • Kristine David, Foundation Chair, 2020 -21 Providence, PDG, 401 -480 -1419 kd 7950@gmail. com • Steve Certa, Stewardship Chair 2020 -21 Weymouth, PDG, 781 -710 -5279 grants@district 7950. org • Jean Sullivan, Grants Chair, 2020 -21 Nantasket-Hull 781 -492 -9181 grants@district 7950. org TITLE | 44
THE END THANK YOU! TITLE | 45
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