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Grant Management Seminar 1 District 5930 Grant Management Seminar.

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Presentation on theme: "Grant Management Seminar 1 District 5930 Grant Management Seminar."— Presentation transcript:

1 Grant Management Seminar 1 District 5930 Grant Management Seminar

2 Grant Management Seminar Rotary Foundation Grants District grants Global grants Packaged grants 2

3 Grant Management Seminar Global Grants Minimum budget of $30,000 Long-term, sustainable impact Active Rotarian involvement 3

4 Grant Management Seminar Global Grants Align with an area of focus Respond to a need the benefiting community has identified Include the participation of the benefiting community Are designed to enable the community to help itself after Rotarians have concluded the work Have measurable results 4

5 Grant Management Seminar 5 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

6 Grant Management Seminar 6 Successful Grant Projects Meet community needs Include frequent partner communication Have implementation plans Are sustainable Maintain proper stewardship of funds

7 Grant Management Seminar 7 Grant Management Ensures that projects Have proper financial control Adhere to technical standards Meet the needs of the beneficiaries Fulfill their objectives Safeguard funds

8 Grant Management Seminar 8 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

9 Grant Management Seminar 9 Needs Assessment Base project on the community’s need Assess resources of your club and potential partners Talk to the community

10 Grant Management Seminar 10 Project Planning Form a three-person grant committee Assign roles Implementation plan Budget Contingency plan Document retention plan

11 Grant Management Seminar 11 Creating a Budget Realistic Competitive bidding Reasonable prices Disclose conflicts of interest

12 Grant Management Seminar 12 Setting Goals Measurable Sustainable Qualitative (descriptive) Quantitative (numeric)

13 Grant Management Seminar 13 Setting Goals Gather baseline data Set goals Determine method of measurement

14 Grant Management Seminar 14 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

15 Grant Management Seminar 15 Applying 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

16 Grant Management Seminar 16 Sustainable Projects Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended

17 Grant Management Seminar 17 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)

18 Grant Management Seminar 18 Global Grant Financing DDF matched 100% with World Fund Rotarian cash contributions matched 50% with World Fund Non-Rotarian cash contributions

19 Grant Management Seminar 19 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

20 Grant Management Seminar Global Grant First Steps 20

21 Grant Management Seminar 21 Global 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

22 Grant Management Seminar 22 Global 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

23 Grant Management Seminar It Takes A Toilet! One Real Grant Sample

24 Grant Management Seminar Agra, India Home of the Taj Mahal Statistics: While girls attend primary school in roughly equal numbers to boys, the gap widens as they get older Of the out-of-school children in 2008, 62% were girls; they make up two-thirds of illiterate 15- to 24-year-olds.

25 Grant Management Seminar In 10 schools in a primarily Muslim slum area of the city, female enrollment in the middle and high schools was under 25 per school with total enrollment per school of approximately

26 Grant Management Seminar The Rotary Club of Agra North showed Rotarians of San Antonio North Central the reason: 26

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37 The difference? BeforeAfter

38 Grant Management Seminar The Measurable Results? Before 600 students 28 girls After 600 students Over 400 girls


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