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Matching Grants – From Planning to Reporting 2012-2013 1 Heather Frankle District 5240 Grants Subcommittee Matching Grants Chair

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Presentation on theme: "Matching Grants – From Planning to Reporting 2012-2013 1 Heather Frankle District 5240 Grants Subcommittee Matching Grants Chair"— Presentation transcript:

1 Matching Grants – From Planning to Reporting 2012-2013 1 Heather Frankle District 5240 Grants Subcommittee Matching Grants Chair Email: hfrankle@earthlink.net

2 2012-13 D-5240 MATCHING GRANTS POLICY D 5240 Assembly Mar/Apr 2012 2 Matching Grants – From Planning to Reporting 2012-2013

3 2012-13 District 5240 Policy for Matching Grants July 1, 2012 – September 30, 2012 Request Transfer of DDF Allocation from other clubs. No limit on how much DDF can be transferred. All DDF must be matched $ for $ with cash from one or more clubs in D-5240. Clubs must use the DDF Transfer Form. The DDF Transfer Form must accompany the MG application. D 5240 Assembly Mar/Apr 2012 3 What If You Want to Write a Large MG? D-5240 Encourages Clubs to Collaborate

4 4 Transfer of DDF Form D 5240 Assembly Mar/Apr 2012 4

5 2012-13 District 5240 Policy for Matching Grants All unallocated DDF will go into a pool to be used on a first come, first served basis until the DDF is fully committed. District Match of $3,000 up to a maximum $6,000, on a $ for $ match of cash/DDF, providing DDF funds are available. –The base match = $3,000 from the District in DDF. –Maximum Match = $6,000 from the District in DDF. For each additional participating club (up to 2) an additional $1,000 is added. For each additional TRF Areas of Focus (up to 2) an additional $1,000 is added. If a club has 2 additional participating club and 2 additional TRF Areas of Focus as part of the grant, it will only be eligible for an additional $3,000 to reach the $6,000 maximum. D 5240 Assembly Mar/Apr 2012 5

6 2012-13 District 5240 Policy for Matching Grants Peace and conflict prevention / resolution, Disease prevention and treatment, Water and sanitation, Maternal and child health, Basic education and literacy, Economic and community development. D 5240 Assembly Mar/Apr 2012 6 Areas of Focus

7 A waiver is a request for an exception to a rule. Waivers are hard to obtain – There must be a very good reason. Ask for a waiver –If you feel that you have encountered an unusual situation regarding deadlines or DDF/Cash matches. How to apply –Email to Dan Giordano, the DGSC with strong justification and documentation. Review process: –DGSC & Matching Grants Subcommittee. –If approved in committee, submitted to District Rotary Foundation Committee chaired by Anil Garg. Waiver must be approved before MG is submitted. D 5240 Assembly Mar/Apr 2012 7 2012-13 District 5240 Policy for Matching Grants What If You Encounter an Unusual Situation? Waiver Requests

8 2012-13 District 5240 Policy for Matching Grants Deadline for Matching Grant application submission to D-5240 = March 15, 2013. Deadline for submission to TRF = March 31, 2013. Pro Forma Invoices – –Recommended for items with a value exceeding $1,000.00. –Required for items that cost in excess of $10,000. –Required if all items are being purchased from a sole source. Pro Forma invoices will help with planning. Pro Forma invoices may be requested by TRF for any item after the MG has been submitted. D 5240 Assembly Mar/Apr 2012 8 Deadlines and Pro Forma Invoices

9 2012-13 District 5240 Policy for Matching Grants The Club submits the Grant Application to the District Grants Subcommittee Chair (DGSC), in electronic form. Send to: dgiordano@bak.rr.comdgiordano@bak.rr.com Send 4 components to Dan: –Matching Grant Application – Required & sent to TRF D 5240 Assembly Mar/Apr 2012 9 Submission of MG to Grants Committee Sent to DGSC - Not Sent To TRF DDF Transfer Form – Required if applicable Cash Contribution Addendum – Required if applicable Future Vision Matching Grant Addendum – Optional but Recommended

10 2012-13 District 5240 Policy for Matching Grants D 5240 Assembly Mar/Apr 2012 10 Part 1: MG Form TRF Form 141.en.doc. It is completed by the person writing the MG. Writable Word Form for Matching Grants. Convert MG to PDF file before submission. Part 4: Future Vision Addendum Completion of the form is optional. It is filled in by the person writing the MG. Purpose To help clubs begin to understand the requirements of Global Grants To practice answering the questions that a Global Grant asks Part 3: DDF Transfer Form Signed by your Club’s President Indicating the amount of DDF being contributed to another club’s MG Signed by your Club’s President Indicating the amount of cash being contributed to your club’s MG Part 2: Cash Contribution Addendum

11 11 2012-13 District 5240 Policy for Matching Grants D 5240 Assembly Mar/Apr 2012 Cash Contribution Addendum

12 2012-13 District 5240 Policy for Matching Grants D 5240 Assembly Mar/Apr 2012 12 Future Vision Addendum

13 Matching Grant Certification D-5240 prefers to certify MGs if one of our clubs is the International Partner or the Host Partner. Club Members should inform their MG partners of this preference. MG Subcommittee will review requests to support a MG with DDF when a D-5240 club is NOT the International Partner or Host Partner. –Before the DRFC and DG approve the use of DDF that supports such a MG, all questions and concerns that the MG Subcommittee has will have to be satisfactorily resolved. D 5240 Assembly Mar/Apr 2012 13

14 2012-13 District 5240 Policy for Matching Grants Heather Frankle Simi Sunrise (Region 2 South), Matching Grant Chair (805) 492-5453hfrankle@earthlink.nethfrankle@earthlink.net Tim Trujillo Tehachapi (Region 1 East) (661) 821-0086tim-trujillo@earthlink.nettim-trujillo@earthlink.net Kay Bliss Ojai (Region 3 Central) (805) 798-5782 (c)kblissojai@sbcglobal.netkblissojai@sbcglobal.net Ken Parker Santa Maria South (Region 3 Central) (805) 478-2662 (c)kenanddi@aol.comkenanddi@aol.com Robert Lata Paso Robles (Region 4 North) (805) 674-2884paso57@pacbell.net paso57@pacbell.net D 5240 Assembly Mar/Apr 2012 14 2012-14 Matching Grants Sub Committee

15 2012-13 District 5240 Policy for Matching Grants Dan Giordano District Grants Sub Committee Chair 2012-14; EAG Region 1 (East) 2012-2013 (661) 834-1065dgiordano@bak.rr.comdgiordano@bak.rr.com Anil Garg District Rotary Foundation Chair anil.garg@lpl.com Daudi Kaliisa District International Service Chair 2012-13 (805) 268-3060 (c)Kaliisa@msn.comKaliisa@msn.com Frank Ortiz District Governor 2012-2013 frankortizdg1213@yahoo.com Jack McClenahan DGE: District Governor 2013-2014 jjmcc@roadrunner.comjjmcc@roadrunner.com Loretta Butts DGN: District Governor 2014-2015 lorettabutts2001@yahoo.com D 5240 Assembly Mar/Apr 2012 15 Ex Officio Members of Matching Grants Committee

16 THE ROTARY FOUNDATION POLICY HOW TO COMPLETE A MG D 5240 Assembly Mar/Apr 2012 16 Matching Grants – From Planning to Reporting 2012-13

17 2010 – 12 MG Review District 5240 –2010-11 = 27 MGs approved –2011-12 = 26 out of 27 MGs approved –2010-11 = $134,012 in D5240 DDF –2011-12 = $159,140 in D5240 DDF $186,341 in D5240 Cash $422,789 in TRF Match –2011-12 = $860 in uncommitted DDF! –2010-11 = $851,437 total value –2011-12 = $970,876 total value D 5240 Assembly Mar/Apr 2012 17 Take Away MG Were Bigger - Better - Bolder Worth More $$ and Using More DDF WOW!

18 18 Understanding Matching Grants Simply Put A Matching Grant Funds A Community Service Project In Someone Else’s Community & Sometimes In Our Own Community In RY 2011-12, there were 3 MGs (sometimes called ‘reverse’ grants) in USA/D5240 D 5240 Assembly Mar/Apr 2012

19 19 What Is a Matching Grant? D 5240 Assembly Mar/Apr 2012 Addresses humanitarian conditions that benefit a community in need There are 2 kinds of matches –Involves at least two countries (host and international) –Provides World Fund (The Rotary Foundation) matching funds Requires direct Rotarian involvement

20 20 Matching Grant Process D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

21 21 The Matching Grant Process D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

22 Defining Need? In Developed Countries – need is perceived to be a lack of things. –Water –Health Care –Education In Developing Countries – need is perceived to be a lack of empowerment. –Hope –Voice –Dignity –Visibility D 5240 Assembly Mar/Apr 2012 22 A Successful Matching Grant Gives People Things AND Empowerment

23 23 Defining A Need D 5240 Assembly Mar/Apr 2012 Beneficiaries Government Local Institutions Other NGOs Community Influencers Plan a Visit Project Fairs District Travel Grants District/RI Events Do Some Research Matchinggrants.org Project Link Existing Relationships Personal Knowledge Projects Are Not Done “For” Beneficiaries They Are Done “With” Beneficiaries Rotary Community Corps Community Needs Assessment A Club in Another Country Your Club

24 Finding a Host Partner Clubs that you have relationships with today Districts doing matching grants with D 5240 People in your club who have knowledge of a host country People in your club who have an interests in a host country Clubs that are in good standing with The Rotary Foundation D 5240 Assembly Mar/Apr 2012 24 Successful Projects Are Founded On Relationships

25 You can start with an idea but – You need to be –open and flexible –sensitive to local cultures –ensure that the beneficiaries are invested in the process and the results –ready to learn that your solution does not fit the need D 5240 Assembly Mar/Apr 2012 25 Your Beneficiaries Know What They Need All You Have To Do Is Ask And Listen The Story: Three Cups of Tea by Greg Mortenson Thank you for your offer of to build a school in our village, but what we really need is a bridge!

26 Ask Open Ended Questions What is the need? Who has the need? What will the beneficiaries do – skin in the game? What will Rotarians do as part of the grant? What other entities need to be involved in the solution? How will success be measured? What happens when Rotary leaves? D 5240 Assembly Mar/Apr 2012 26 Don’t Ask Question That Begin “Do You Want?” Be Prepared For Silence The Story: El Marillal Water/Sanitation MG Latrines – How Are You Willing To Change?

27 Requirements of a Matching Grant Matching Grants must involve a Rotary club or district in the project country (host) and a Rotary club or district in another country (international) implementing a humanitarian project. Partners are expected to: –Maintain communication for the life of the project –Establish a committee of at least three Rotarians to oversee the project –Treat grant funds as a sacred trust –Maintain clear and accurate accounting D 5240 Assembly Mar/Apr 2012 27

28 Requirements of a Matching Grant All projects must have active Rotarian participation and oversight. Active participation can include: –Managing project funds –Visiting the project site on an as-needed basis –The international and host partners sharing information via correspondence –The partners sharing expertise –Purchasing, shipping, or distributing items purchased –Publicizing the project to local media and the district D 5240 Assembly Mar/Apr 2012 28 A Matching Grant Is More Than Just Writing Checks

29 29 Project Eligibility for a Matching Grant D 5240 Assembly Mar/Apr 2012 Important: Carefully Read The Information on the First Page of the MG Application To Make Sure Your Project Is Eligible

30 Inappropriate Use of Funds Still Prohibited No building with 4 walls in which people work or congregate –Schools –Hospitals –Containers –Workshops –Purchase of land –You cannot change the blueprint of a building Exceptions –Free Standing Toilet and/or Shower Blocks –Storage sheds for equipment –Open air structures such as pavilions –Renovations such as carpeting, tile, appliances D 5240 Assembly Mar/Apr 2012 Rule Change Re Low Cost Shelters 30

31 Inappropriate Use of Funds Benefit to any Rotary entity or program Investment or fundraising activities Cooperating/beneficiary organization expenses including salaries Post-secondary education Unspecified donations to organizations Reimburse expenses of existing programs D 5240 Assembly Mar/Apr 2012 31

32 32 The Matching Grant Process D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

33 33 Project Description D 5240 Assembly Mar/Apr 2012 Please provide the name of the project site, the city or village, state or province, and country. List multiple locations, if applicable. Project site City/Village State/Province Country Clearly And Accurately Define The Location Or Locations Where The Grant Activities Will Take Place

34 34 Project Description D 5240 Assembly Mar/Apr 2012 “Describe the project and the problem or need it will address, including the intended beneficiaries and how the project will benefit the community in need. Provide the estimated length of time needed to complete the project. “ Each grant must stand on its own. There is no special credit given for prior work in an area. The Need: Use the needs assessment and analysis that you did in the planning process. This is where you indicate the Areas of Focus if you are requesting additional DDF. How Will the MG Benefit the Community: Your project must have specific, measurable and time limited goals. If you have difficulty answering these questions, you should revisit your planning efforts. Make sure that you highlight the participation of the beneficiaries in the needs assessment process.

35 35 Project Description D 5240 Assembly Mar/Apr 2012 “Describe how the benefiting community will maintain this project after grant funding has been fully expended. “ How are you going to sustain the benefits after Rotary concludes the project? Repetitive grants for additional funding do not meet this requirements. The Story: If I Had A Water Buffalo: Sustainability and Life Lessons by Marilyn Fitzgerald

36 36 Project Description D 5240 Assembly Mar/Apr 2012 “Describe specific activities of the host and international partners in implementing the project.” Financial Support Is NOT Active Involvement. The Rotarians in the Host Partner Rotary Club Will … The Rotarians in the International Partner Rotary Club Will … All projects must have active Rotarian participation and oversight. Active participation can include: Managing project funds The partners sharing technical expertise Visiting the project site on an as-needed basis Publicizing the project to local media Sharing information via emails, Skype, conference calls Purchasing, shipping, or distributing items What will the Rotarians who are members of the partner clubs do during the project?

37 Host Partner The host partner is the club or district in the project country. A committee of at least three Rotarians must be established to oversee the project. All three committee members must belong to the primary club identified below for club-sponsored projects or belong to clubs in the district for district-sponsored projects. The committee members must be committed for the duration of the grant process. The primary contact will receive all official communication from TRF by e-mail and should be prepared to disseminate this information to the other committee members. Ensure that your primary contacts have email addresses and read and respond to email communications. Establish agreements on language or other means to facilitate effective communication. D 5240 Assembly Mar/Apr 2012 37 Work With The TRF Grants Coordinator For The Host Country To Ensure That The Host Club Is In Good Standing And Does Not Have Five Open Grants

38 Effective Communication? 곽향숙 귀하, 제 이름은 Heather Frankle 이라고 하는데 로타리 5240 지구 GSE 위원장 직책을 맡고있읍니다. 로타리 재단 GSE 담당자이신 Katie Ediger 씨로부터 곽향숙씨가 3690 지구 GSE 위원장이시라는 정보를 알아서 이렇게 이메일을 올리게 되었읍니다. 우리가 앞으로 서로 긴밀한 연락을 자주 해야 할텐데 불행하게도 제가 한글을 쓰거나 읽을 줄을 전혀 모릅니다. 혹시 영어로 교신할 수 있을까요 ? 아니면 이렇게 매번 번역하시는 분의 수고를 얻어야 할 것 같읍니다. 우리 두 지구의 GSE 팀 교환이 큰 성공을 이루기 바라며 금년 9 월에 귀 지구의 팀을 맞이할 것을 기 대하겠읍니다. 귀 지구 GSE 팀 단징과 단원들의 건승을 빕니다. Heather Frankle 올림 5240 지구 2011-12 GSE 위원장 Simi Sunrise 로타리클럽 회원 전화 001-1-805-492-5453 이메일 hfrankle@earthlink.nethfrankle@earthlink.net D 5240 Assembly Mar/Apr 2012 38 Houston – 혹시 영어로 교신할 수.

39 39 Host Club Contact Information D 5240 Assembly Mar/Apr 2012 Primary Club/District ClubClub ID number (if known) DistrictCountry Primary Contact: Name Member ID Club Rotary position Address City State/Province Postal code Country E-mail Home phone Office phone Fax Project Contact #2: Name Member ID Club Rotary position Address City State/Province Postal code Country E-mail Home phone Office phone Fax Project Contact #3: Name Member ID Club Rotary position Address City State/Province Postal code Country E-mail Home phone Office phone Fax TRF Will Send Communications To And Expect Responses From The Primary Contact On Behalf Of The Host Club

40 International Partner The international partner is the club or district outside the project country. This is the usual role of the clubs in District 5240 in a Matching Grant. A committee of at least three Rotarians must be established to oversee the project. All three committee members must belong to the primary club identified below for club-sponsored projects or belong to clubs in the district for district-sponsored projects. The committee members must be committed for the duration of the grant process. The primary contact will receive all official communication from TRF by e-mail and should be prepared to disseminate this information to the other committee members. Ensure that your primary contacts have email addresses and read and respond to email communications. D 5240 Assembly Mar/Apr 2012 40 Choose Your Committee Wisely. The Members Are Responsible For The Performance Of The Grant And Meeting TRF Requirements.

41 41 International Partner Contact Info D 5240 Assembly Mar/Apr 2012 Primary Club/District ClubClub ID number (if known) DistrictCountry Primary Contact: Name Member ID Club Rotary position Address City State/Province Postal code Country E-mail Home phone Office phone Fax Project Contact #2: Name Member ID Club Rotary position Address City State/Province Postal code Country E-mail Home phone Office phone Fax Project Contact #3: Name Member ID Club Rotary position Address City State/Province Postal code Country E-mail Home phone Office phone Fax TRF Will Send Communications To And Expect Responses From The Primary Contact On Behalf Of The International Club

42 42 Project Budget D 5240 Assembly Mar/Apr 2012 For detailed information on what TRF will fund, please see The Guide to Matching Grants (144-EN). Official RI exchange rates can be found at www.oanda.com. Please use the most recent rate.www.oanda.com You must provide pro-forma invoices for budget items over US$10,000 or when all budget items will be purchased from the same supplier. Highly recommended – pro-forma invoices for all items over $1,000. Budget itemName of supplierAmount Subtotal Exchange rate used US$1= Total in U.S. dollars

43 43 Example Project Budget D 5240 Assembly Mar/Apr 2012 Budget itemName of supplierAmount Drill Water Well to an estimated depth of 300 feet @$31.57/foot (Addendum 1) Maquinaria del Pacifico$ 9,471 PVC 2-inch diameter tubing to connect well to tank (Addendum 2) $ 842 Pump for well and materials (Addendum 3) BOMHOSA$ 6,543 Composting Latrines:50 latrines @ $398 ea (Addenda 4 and 5) Venta de Maderas Kenia$19,900 Hand washing stations:50 stations @ $55/ea Venta de Maderas Kenia$ 2,758 192 pieces of antibacterial soap for hand washing stations ($0.57/piece of antibacterial soap) Bodega Soni$ 110 Note: Misc. expenses are not permitted. $39,624 Exchange rate used US$1=19 Lempiras $39,624 Only Use Whole Dollars

44 44 Example Financing Page 44 D 5240 Assembly Mar/Apr 2012 Host Rotary clubs or district inside the project country (The primary host club or district must provide at least US$100.) Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization RC Choluteca$100 RC Tegucigalpa$100 International Rotary clubs or district outside the project country Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization District 5240 $6,000Mark Vertin Luz Maria Ortiz Simi Sunrise$11,216 Westlake Village Sunrise $4,000 Camarillo$1,000 Simi Valley$2,000 Subtotals, Cash and DDF $18,416$6,000 TOTAL cosponsor contributions $24,416 Total funds requested from TRF (must be at least US$5,000) $15,208 Additional outside funding (not matched by, or forwarded to, TRF) Total project financing (must equal budget on page 4) $39,624 No Funds Should Be Sent To TRF Prior To Official Trustee Approval

45 45 Host Partner Participation D 5240 Assembly Mar/Apr 2012 Host Rotary clubs or district inside the project country (The primary host club or district must provide at least US$100.) Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization RC Choluteca$100 RC Tegucigalpa$100 International Rotary clubs or district outside the project country Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization District 5240 $6,000Mark Vertin Luz Maria Ortiz Simi Sunrise$11,216 Westlake Village Sunrise $4,000 Camarillo$1,000 Simi Valley$2,000 Subtotals, Cash and DDF $18,416$6,000 TOTAL cosponsor contributions $24,416 Total funds requested from TRF (must be at least US$5,000) $15,208 Additional outside funding (not matched by, or forwarded to, TRF) Total project financing (must equal budget on page 4) $39,624 The Host Partner Must Contribute A Minimum Of $100 The host partner contribution. Must be a minimum of $100 cash or DDF

46 46 International Partner Participation D 5240 Assembly Mar/Apr 2012 List Rotary Club cash contributions in US Dollars Host Rotary clubs or district inside the project country (The primary host club or district must provide at least US$100.) Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization RC Choluteca$100 RC Tegucigalpa$100 International Rotary clubs or district outside the project country Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization District 5240 $6,000Mark Vertin Luz Maria Ortiz Simi Sunrise$11,216 Westlake Village Sunrise $4,000 Camarillo$1,000 Simi Valley$2,000 Subtotals, Cash and DDF $18,416$6,000 TOTAL cosponsor contributions $24,416 Total funds requested from TRF (must be at least US$5,000) $15,208 Additional outside funding (not matched by, or forwarded to, TRF) Total project financing (must equal budget on page 4) $39,624 At least 50% of the grant must be funded by the International Partner Use Cash Contribution Form

47 47 D5240 DDF D 5240 Assembly Mar/Apr 2012 Host Rotary clubs or district inside the project country (The primary host club or district must provide at least US$100.) Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization RC Choluteca$100 RC Tegucigalpa$100 International Rotary clubs or district outside the project country Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization District 5240 $6,000Mark Vertin Luz Maria Ortiz Simi Sunrise$11,216 Westlake Village Sunrise $4,000 Camarillo$1,000 Simi Valley$2,000 Subtotals, Cash and DDF $18,416$6,000 TOTAL cosponsor contributions $24,416 Total funds requested from TRF (must be at least US$5,000) $15,208 Additional outside funding (not matched by, or forwarded to, TRF) Total project financing (must equal budget on page 4) $39,624 Apply rules for DDF allocation For Bonus DDF: Submit the Cash Contribution Form and identify Area of Focus

48 48 TRF Match D 5240 Assembly Mar/Apr 2012 Host Rotary clubs or district inside the project country (The primary host club or district must provide at least US$100.) Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization RC Choluteca$100 RC Tegucigalpa$100 International Rotary clubs or district outside the project country Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization District 5240 $6,000Mark Vertin Luz Maria Ortiz Simi Sunrise$11,216 Westlake Village Sunrise $4,000 Camarillo$1,000 Simi Valley$2,000 Subtotals, Cash and DDF $18,416$6,000 TOTAL cosponsor contributions $24,416 Total funds requested from TRF (must be at least US$5,000) $15,208 Additional outside funding (not matched by, or forwarded to, TRF) Total project financing (must equal budget on page 4) $39,624 Dollar for Dollar – DDF: $.50 per Dollar for Cash Grant Financing Total must match Project Budget Total! DRFC & DG sign here

49 49 Use the MG Financing Calculator D 5240 Assembly Mar/Apr 2012

50 Project Planning (Revisited) Identify who will own equipment and maintain, operate, and secure items purchased with grant funds. (A Rotary club or Rotarian cannot own equipment.) Will training in use and maintenance of technical equipment be provided? If so, who will provide training? Is software necessary to operate any items? If so, has software been provided? Indicate what arrangements have been made for customs clearance if items will be purchased and shipped from outside the project country. Provision of plumbing and electrification to structures where people live or work cannot be purchased with grant funds and must be funded with other sources. Have the sponsor clubs and/or districts planned and agreed to fund plumbing or electrification for equipment and appliances in existing buildings (hospitals, schools, libraries, orphanages, etc.)? D 5240 Assembly Mar/Apr 2012 50 Answer Each Question. If Yes Provide An Explanation. Use N/A If Not Applicable.

51 International Travel Expenses Matching Grant funds can be used for international travel expenses of Rotarian volunteers who provide direct humanitarian service as part of a Matching Grant. You cannot utilize the Rotary International Travel Service (RITS) for arranging travel. Include all travel fees and related expenses such as travel insurance, airfare, immunizations, visas, lodging, and food. You must attach to the application background information for each Rotarian traveler detailing his/her qualifications and role in the project’s implementation. Have you completed all of these requirements and included travel insurance for all travelers? D 5240 Assembly Mar/Apr 2012 51 Grant Funded Travel Can Only Be Used To Provide A Unique Skill Or Expertise To Support The Project That Is Not Available In The Host Country

52 Competitive Matching Grants Competitive grants are grants requesting US$25,001 or above from TRF. Competitive grants require a Community Needs Assessment and other fiduciary information. Pilot/Non-Pilot grants have special funding requirements. Micro Credit grants require a special addendum. D 5240 Assembly Mar/Apr 2012 52 Consult The D5240 Matching Grants Committee If You Are Considering A Micro Credit, Pilot/Non-Pilot Or A Competitive Grant Application Other Special Matching Grants

53 Authorizations Authorizations ensure that both partners are aware of, and interested in, pursuing the described project. By signing below, the current club presidents for club-sponsored projects and current district grants subcommittee chairs for district-sponsored projects, as well as the committee members, agree to the criteria listed and affirm their support of the project. –implement the project as presented in this application. –The club and/or district agrees to undertake this project as an activity of the club and/or district. –We ensure all cash contributions (as detailed in Project Financing) will be forwarded to TRF or directly to the project account after Trustee approval of the grant. –RI and TRF may use information contained in this application to promote the project by various means such as The Rotarian, the RI international convention, Rotary Video Magazine, etc. –The partners agree to share information on best practices when asked, and TRF may provide partners’ contact information to other Rotarians who may wish advice on implementing similar projects. –The entire responsibility of TRF is expressly limited to the dollar amounts approved based on the application’s budget. Additional costs due to changes in budget items, airfares, currency devaluations, etc., are the responsibility of sponsors or outside sources. D 5240 Assembly Mar/Apr 2012 53 Your Signature Has Meaning. Signatories Accept Responsibility for Grant Performance

54 Conflict of Interest To the best of my knowledge and belief, except as disclosed herewith, neither I nor any person with whom I have or had a personal or business relationship is engaged, or intends to engage, in benefiting from TRF grant funds or has any interest that may represent a potential competing or conflicting interest. A conflict of interest is defined as a situation in which a Rotarian, in relationship to an outside organization, is in a position to influence the spending of TRF grant funds, or influence decisions in ways that could lead directly or indirectly to financial gain for the Rotarian, a business colleague, or his or her family, or give improper advantage to others to the detriment of TRF. (NOTE: Any and all exceptions must be explained in an attached statement.) D 5240 Assembly Mar/Apr 2012 54 You Are Responsible For Ensuring That There Are No Conflicts Of Interest Associated With The Grant Application Or Performance

55 55 The Final Signatures 55 D 5240 Assembly Mar/Apr 2012 Host PartnerInternational Partner Club president (club-sponsored) * District grants subcommittee chair (district-sponsored) * Club president (club-sponsored) District grants subcommittee chair (district-sponsored) Name Name Title Title Rotary Club Rotary Club District # District # Signature Signature Date Date Primary Contact Name Name Signature Signature Date Date Project Contact #2 Name Name Signature Signature Date Date Project Contact #3 Name Name Signature Signature Date Date Club President And The Members Of The Project Committee Must Sign And Confirm Responsibility For Project Performance Signatures can be provided on separate pages

56 Cooperating Organization A cooperating organization is an entity directly involved in the implementation of a grant project, offering technical expertise and/or project coordination. A benefiting entity is the recipient of goods or services and is not considered a cooperating organization. A cooperating organization is considered to be a Rotarian cooperating organization when one-third or more of its Board of Directors and/or governing body is comprised of Rotarians and/or senior management who are also Rotarians directly involved with the grant project. D 5240 Assembly Mar/Apr 2012 56

57 Cooperating Organization If this project involves a cooperating organization (neither a Rotary club nor the beneficiary of the project), provide the following: The following must be attached: –A letter of endorsement signed by the host club president confirming that the cooperating organization is reputable and acts within the laws of the project country –A signed letter of participation from the cooperating organization that specifically states: –Its responsibilities and how it will interact with Rotarians to implement the grant project –The organization’s agreement to cooperate in any financial review of the project –The names of Rotarians on its Board of Directors and/or organizational governing body in addition to any senior management who are also Rotarians and are directly involved with the grant project, if applicable D 5240 Assembly Mar/Apr 2012 57 Name of organization Street Address City, State/Province Postal code Country Office phone Fax E-mail Web address

58 Cooperating Organization or Contractor? A contractor is paid for a specific job to be performed in the performance of the grant. Contractors do not receive funds from TRF. They are paid by a Rotary Club. A cooperating organization uses its skills, expertise and local knowledge to support the performance of the grant. Cooperating organizations do not receive funds from TRF but may receive funds from a Rotary Club to implement the project. D 5240 Assembly Mar/Apr 2012 58 TRF Wants To Ensure That The Project Is Performed By Rotarians And Not By The Cooperating Organization

59 Final Report Although both partners are responsible for completing progress and final reports, the Trustees require that one partner take primary responsibility for submitting the final report to TRF. It is recommended that the club or district receiving the funds should take primary responsibility. “By signing below, our club or district accepts primary reporting responsibility.” D 5240 Assembly Mar/Apr 2012 59 Print name Signature Rotary club District Even If The Host Partner Signs To Provide The Final Report You Are Responsible For Monitoring And Ensuring That The Report Is Completed On Time

60 Completion Checklist Does the project meet all grant policies and guidelines (see The Guide to Matching Grants [144-EN] or the RI website at www.rotary.org)? Does the project description clearly state how the project will assist those in need? Are the activities of the host and international partners clearly explained? Will the Rotarians be actively involved in the project? Have both the host and international partners created committees to oversee the project? Are these individuals correctly listed on the application with their complete contact information? Is a detailed, itemized budget included in the application? D 5240 Assembly Mar/Apr 2012 60 You Must Fill Out The Completion Checklist Before Sending The Application To The District Grants Subcommittee Chair

61 Completion Checklist Are pro-forma invoices attached for budget items over US$10,000? Are all partner contributions listed in the application, noting which contributions will be cash and which will be DDF? Have the DRFC chair and the district governor provided their signatures authorizing the use of District Designated Funds? Have the club presidents or district grants subcommittee chairs from the host and international partner provided their authorizing signatures? Have all six committee members provided their authorizing signatures? D 5240 Assembly Mar/Apr 2012 61

62 Completion Checklist If a cooperating organization is involved, are the following letters included with the application: –A signed letter of endorsement from the host partner confirming that the cooperating organization is reputable and acts within the laws of the project country. –A signed letter from the organization specifically stating its responsibilities, how it will interact with Rotarians, its agreement to cooperate in any financial review of the project, and if applicable, the names of Rotarians on its Board of Directors and/or organizational governing body in addition to any senior management who are also Rotarians directly involved with the grant project. D 5240 Assembly Mar/Apr 2012 62

63 Completion Checklist If the project involves a revolving loan or microcredit, is the Revolving Loan Fund Supplement and Credit Group Plan included? If the grant requests TRF matching funds of US$25,001 or more, is a community needs assessment attached? Has the district grants subcommittee chair from either the host or international partner certified the application as complete and eligible? Is there a minimum of nine authorizing signatures included in the application? Have the partners made copies of all documents for their files prior to submitting them to TRF? D 5240 Assembly Mar/Apr 2012 63 Congratulations! You are ready to submit your grant to the D5240 Grants Subcommittee

64 64 The Matching Grant Process 64 D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

65 District Grants Subcommittee Review Grants are submitted electronically in PDF format to District Grants Subcommittee Chair Dan Giordano. Do not send hard copies, Word documents or Excel spreadsheets. Do NOT send files in.jpg format. The Matching Grants Subcommittee reviews the grant for compliance with TRF requirements. They do not judge the merits of the grant but may ask questions about it. The objective of this review is to identify areas of concern that might result in questions or delays at TRF. Comments from the Matching Grants Subcommittee are sent to the grant primary contact The primary contact is responsible for responding to the comments of the Subcommittee and resubmitting the grant to the Subcommittee. D 5240 Assembly Mar/Apr 2012 65 Do Not Send MG To TRF Until It Has Been Certified By The Chairperson Of The D5240 Grants Subcommittee

66 District Grants Subcommittee Approval The Trustees require that the district grants subcommittee chair (DGSC) from either the host or international sponsor district certifies the application as complete. If the application is not complete or eligible, it will not be processed and the partners will be notified accordingly. “On behalf of the committee, I hereby certify that to the best of my knowledge and ability this grant application is complete, meets all TRF guidelines, and is eligible for funding.” D 5240 Assembly Mar/Apr 2012 66 Print name of DGSC Signature District Date Dan Giordano Will Certify the Grant Application Only After It Has Been Reviewed And Approved By The D5240 Matching Grants Subcommittee

67 District Grants Subcommittee Approval When the Matching Grants Subcommittee approves the grant application, the Subcommittee Chair will email the application to the DGSC. Dan Giordano will obtain the signatures of the District Governor and the DRFC. The DGSC will certify the grant and return the completed application to the primary contact. D 5240 Assembly Mar/Apr 2012 67 You Are Now Ready To Submit The Grant Application To TRF

68 Grant Submission The Matching Grant application is sent electronically by the Club (not the District) to The Rotary Foundation Contact Center or directly to the Host Country Grants Coordinator. E-mail: contact.center@rotary.orgcontact.center@rotary.org Email: firstname.lastname@rotary.orgfirstname.lastname@rotary.org D 5240 Assembly Mar/Apr 2012 68 Make Sure That You Have Retain Copies Of All Materials Submitted To TRF. The list of TRF Staff Host Country Grant Coordinators has been posted on the District 5240 website.

69 TRF Application Key Dates 1 July – 31 MarchApplications accepted 1 August – 15 MayApplications approved 69 D 5240 Assembly Mar/Apr 2012 The busiest times for grants submission are the beginning of the Rotary Year (July 1) and at the end of the submission period (March31). Expect delays if you submit at these times.

70 70 Matching Grant Lifecycle D 5240 Assembly Mar/Apr 2012 70

71 71 TRF Application Process D 5240 Assembly Mar/Apr 2012

72 TRF Processing TRF acknowledges receipt of the Matching Grant application and assigns a unique Matching Grant Number. Always use this unique number when referring to the Matching Grant in communication with the TRF Grants Coordinator or D5240 Grants Subcommittee Chair. The TRF Grants Coordinator will interact with the primary contact to provide clarifications and answers to questions. The D5240 Matching Grants Subcommittee is a resource to assist in responding to TRF. You do not have to resubmit to the D5240 Grants Subcommittee unless there is a change in requested DDF. D 5240 Assembly Mar/Apr 2012 72 Receipt Of An MG Number Does Not Signify Approval. It Is An Identifier Used By TRF to Track The Grant

73 TRF Approval If the Matching Grant Application is approved, TRF will send an award letter via email. Notification is sent to the primary contact, the DRFC and the District Grants Subcommittee Chair. It is the responsibility of the Primary Contact to notify other stakeholders. The date of approval begins the timetable for funding the grant. D 5240 Assembly Mar/Apr 2012 73 Congratulations! Your Grant Application Has Been Approved

74 74 The Matching Grant Process D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

75 75 TRF Payment Phase D 5240 Assembly Mar/Apr 2012

76 76 The Financing Page D 5240 Assembly Mar/Apr 2012 Host Rotary clubs or district inside the project country (The primary host club or district must provide at least US$100.)Cash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization RC Choluteca$100 RC Tegucigalpa$100 International Rotary clubs or district outside the project countryCash (US$)DDF (US$) DRFC Chair (Print Name) DRFC Chair Authorization District Governor (Print Name) District Governor Authorization District 5240 $6,000Mark Vertin Luz Maria Ortiz Simi Sunrise$11,216 Westlake Village Sunrise $4,000 Camarillo$1,000 Simi Valley$2,000 Subtotals, Cash and DDF $18,416$6,000 TOTAL cosponsor contributions $24,416 Total funds requested from TRF (must be at least US$5,000) $15,208 Additional outside funding (not matched by, or forwarded to, TRF) Total project financing (must equal budget on page 4) $39,624

77 The Time Table TRF must receive funds for the Matching Grant within 6 months of the date of approval. DDF is credited immediately by TRF. You do not have to do anything regarding DDF from our district or any other district. Cash must be submitted to TRF clearly identifying the amount of the contribution and the correct MG Number using the forms provided by TRF with the award letter. It is the responsibility of the primary contact to notify contributing clubs when the grant is approved. Always follow up. TRF makes mistakes. D 5240 Assembly Mar/Apr 2012 77 Do Not Send Cash To TRF Until The Grant Application Has Been Approved It Will Not Be Refunded

78 Collaboration and Funding If your club has agreed to contribute to a matching grant, you have an obligation to provide the funding in a timely manner after notification of approval ( target: forty five days) –Identify the source of the funds before you make the commitment. –Adjust budgets and funding sources to reflect the amount of the commitment. –Remind your board of directors and/or the donor of their commitment at least monthly. –Maintain contact with the Grant Primary Contact to monitor status. –When sending contributions, make copies of everything that you send. –If mailed, contributions should be sent so that they can be tracked. Note: many clubs prefer that the contributions be sent to them for aggregation before sending to TRF Always follow up. TRF makes mistakes. D 5240 Assembly Mar/Apr 2012 78

79 Receiving Funds TRF requires that the Rotary Club receiving funds from TRF establish and maintain a separate bank account or subaccount for those Matching Grant funds = separate account for each MG. TRF funds cannot be comingled with club operating funds or accounts. Note club foundation exception. The grant will be funded 4-6 weeks after receipt of all contributions. TRF will notify the Primary Contact when the funds have been transferred. The Primary Contact is responsible for informing collaborating clubs that the grant has been funded. D 5240 Assembly Mar/Apr 2012 79 Funding Of The Grant By TRF Starts The Clock You Have 12 Months To Submit An Interim Or Final Report

80 80 The Matching Grant Process D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

81 A Grant Is A Project It has –A beginning –An end –Tasks –Measurable milestones Your project must –Perform the work described in the grant –Ensure that Rotarian participation occurs and is documented –Keep meticulous financial records D 5240 Assembly Mar/Apr 2012 81

82 Changes Happen When they do –Determine how change affects the scope of the project (work, budget, schedule). –Ensure that the changed scope can be completed within the approved budget. –Both the international and host partners have to be involved in any change request. Your revised project and budget must be submitted and approved by TRF in advance of any changes –Interact with your TRF Grants Coordinator. –Do not begin work on the changed project until you receive TRF approval. –If you do, you do so at your risk. D 5240 Assembly Mar/Apr 2012 82 This Is Part Of Your Stewardship Responsibility Ask For Permission – Do Not Beg Forgiveness. It Will Probably Not Be Forthcoming

83 Monitor the Project Funding of the grant does not end your responsibility. –Maintain contact with the host club. –If possible, have you or one of your club members visit the project. –Request pictures of the work in progress. –Request copies of monthly bank statements for the grant account. Inform your club members and your primary funding partners of status. They like to know how their money is being spent. Send informal reports and pictures to your TRF Grants Coordinator. Work with your host club if the project is not progressing as planned. D 5240 Assembly Mar/Apr 2012 83 Remind Your Club Members That The Matching Funds From Both The District And TRF Came As A Result Of Their APF Contributions The Story: “I’ll always look back on this Honduras participation as one of the most important things my club was able to do during my year”

84 Stewardship: Taking Care of TRF Funds Keep accurate financial records. If your club did not receive TRF funds, request bank statements showing activity on grant funds from your host partner. Use grant only as detailed on the approved project budget, which shall be strictly interpreted: –Any deviation from the approved budget or changes in the implementation of the project must receive prior written authorization from TRF. –Funds expended on unapproved or ineligible items and/or for unapproved or ineligible purposes must be refunded to TRF. Monitor use of funds for potential conflicts of interest and notify TRF of any potential irregularities. D 5240 Assembly Mar/Apr 2012 84 Matching Grant Awardees Must Treat TRF Grant Funds As A Sacred Trust To Be Constantly Safeguarded From Loss, Misuse, Or Diversion

85 Care of TRF Funds Conduct all financial transactions and project activity in consonance with the Declaration of Rotarians in Business and Professions and in the full spirit of The Four Way Test. This requires: –Maintaining regular accounts of all transactions and retaining original receipts and invoices for a minimum of five years (or more, if required by local law/regulations); –Keeping grant funds in the established project account without diversion, except for direct payment of project expenses and/or to return funds to TRF; –Establishing an inventory system for the control of equipment and other assets purchased with grant funds, and maintaining records for items that are purchased, produced, and/or distributed through the project; Exercise the highest care to the prevention of even the appearance that TRF grant funds are being used in an improper manner. Such care is expected to go beyond that afforded to the use of private or corporate funds. Return any unused funds and/or interest earned to TRF at the completion of the project. D 5240 Assembly Mar/Apr 2012 85

86 86 The Matching Grant Process D 5240 Assembly Mar/Apr 2012 Plan the Grant Write the Grant Fund the Grant Close the Grant Do the Work Submit the Grant Prepare the Grant Implement the Grant

87 87 TRF Reporting Phase D 5240 Assembly Mar/Apr 2012

88 Submit Progress and Final Reports Progress reports are required every twelve months after the initial payment is received, detailing the project’s progress. Final reports are due within 2 months of the project’s completion. D 5240 Assembly Mar/Apr 2012 88 Avoid The Penalty Box At All Cost Recent Changes The Rotary Foundation will notify the DGSC, DRFC and the Primary Contacts for both the Host and International Partners 2 months before a Final Report or Interim Report is due. If an MG becomes delinquent there will be escalating reminders sent to all of the above parties after specific periods of time have elapsed. Photo proof that shelter recipients are occupying the homes (Low Cost Shelter projects only) New applications will be returned without processing if project partners have not provided timely progress reports for current grants or have overdue final reports (this includes overdue reports for all grant types). This will affect both the international partner and the host partner in the project country.

89 Cooperate with TRF Audits TRF reserves the right to conduct an audit of or send a monitor to any grant, regardless of size, at any time. A site visit is required for those grants with award amounts of US$50,001 or more. In addition, TRF reserves the right to review the project at any time, require the submission of additional documentation, and suspend any or all payments if in its sole discretion progress is not considered to be satisfactory. The sponsoring club or district will maintain detailed, accurate, and complete financial records throughout the life of the grant and for a period of five years, or more if required by local law, after the grant closure date. These financial records would include original receipts, canceled checks, invoices, etc. Further, if the grant is selected to receive an audit, the sponsoring club or district must maintain all documentation until such time as TRF advises the documents may be discarded. D 5240 Assembly Mar/Apr 2012 89

90 90 Project Information D 5240 Assembly Mar/Apr 2012 Project Information Begin With The Grant Application As A Resource

91 Project Narrative 1.Briefly describe the project. What were your original objectives? What was actually accomplished? (Photographs can help to tell your story. Submit photos that show beneficiary participation and demonstrate Rotarian involvement in the project). When and where did the project take place, and who were the beneficiaries? 2.If the project was changed, how and why was it changed? D 5240 Assembly Mar/Apr 2012 91 If You Have Been Maintaining Accurate And Complete Records Of Project Performance Writing The Final Report Will Be Easy

92 Rotarian Involvement and Oversight 3. How did Rotarians manage and oversee the project? 4.How many Rotarians from the host partner club participated in the project? 5. In what way did the host Rotarians participate in the project? Please list all non-financial involvement. 6. How many Rotarians from the international partner club participated in the project? 7.In what way did the international Rotarians participate in the project? Please list all non- financial involvement. D 5240 Assembly Mar/Apr 2012 92

93 Community Impact 8. How many people benefited from the project? 9.What was the impact of the project on the beneficiaries? 10. What are the expected long-term community impacts of the project? D 5240 Assembly Mar/Apr 2012 93

94 94 Financial Statement D 5240 Assembly Mar/Apr 2012 A Bank Statement That Supports The Above Statement Of Income And Expenses MUST Be Attached For final reports, if there is less than US$200 remaining, please spend it on eligible items. If there is more than US$200 remaining, it must be returned to The Rotary Foundation.

95 95 Certifying Signature D 5240 Assembly Mar/Apr 2012 Either the Host or International Partner must certify the report. If the grant is club sponsored the current club president must certify the report. By signing this report, I confirm to the best of my knowledge that these Matching Grant funds were spent according to Trustee-approved guidelines and that all of the information contained herein is true and accurate. Original receipts for all expenses incurred will be kept on file for at least five years, or longer if required by local law, in case they are needed for auditing purposes. I also understand that all photographs submitted in connection with this report will become the property of RI and will not be returned. I warrant that I own all rights in the photographs, including copyright, and hereby grant RI and TRF a royalty free irrevocable license to use the photographs now or at any time in the future, throughout the world in any manner it so chooses and in any medium now known or later developed. This includes the right to modify the photograph(s) as necessary in RI’s sole discretion. This also includes, without limitation, use on or in the web sites, magazines, brochures, pamphlets, exhibitions and any other promotional materials of RI and TRF.

96 Rotary Impact  Our club or district’s international Rotary connections are stronger as a result of this project.  Club membership has increased as a result of this project.  Visibility of Rotary in our community has increased.  Our club’s awareness of the needs in our community has increased.  Volunteer activity in our club or district has expanded.  Our club or district is more active in pursuing Foundation grants and Rotary programs.  Awareness of the needs in our community has increased among Rotarians in other countries.  Participation in this Matching Grant has not changed our club or district in any significant way. D 5240 Assembly Mar/Apr 2012 96

97 Sustainability  The project will continue to function without Foundation funds.  Equipment purchased with grant funds is being maintained with local materials and expertise.  If training was a component of the project, trainees are using their knowledge and skills.  This project has provided community members with the skills, knowledge, or institutions that will allow them to help themselves.  The community has initiated additional projects related to the same or similar problems.  The project has not been sustainable. D 5240 Assembly Mar/Apr 2012 97

98 Suggestions Given your experience, do you have suggestions to improve the Matching Grants program? If your project clearly demonstrates Rotarian involvement and is worthy of publication, complete an RI Newstip Form, available on the RI website at www.rotary.org. Attach action photos showing the beneficiaries or showing active Rotarian involvement and indicate the name of the photographer. www.rotary.org D 5240 Assembly Mar/Apr 2012 98

99 Report Checklist Does your report include  Time period of reporting  How and what the project accomplished  Rotarian participation, oversight and management  Rotary impact  Itemized report of income and expenses  A bank statement  Certifying signature Have you done the following  Made copies of the report for both the host and international partner  Returned surplus funds over US$200 (except in India where all unutilized funds must be returned)  Made a file to store the report and receipt copies for five years or longer if required by local law D 5240 Assembly Mar/Apr 2012 99

100 Most Common Mistakes Partners are delinquent on reporting Lack of Rotarian participation Missing pages Insufficient budget detail Financing does not equal budget Authorizing signatures missing Questions left unanswered D 5240 Assembly Mar/Apr 2012 100

101 On The D5240 Website Matching Grant Application – 141 EN The Guide to Matching Grants (144-EN) Matching Grants Financing Calculator List of TRF Staff (including Host Country Coordinators) Final Report Form Final Report Suggestions and FAQs Presentations from Today’s Seminar List of Areas of Focus District 5240 Policies and Procedures Matching Grant Future Vision Addendum Matching Grant Cash Certification Addendum Transfer of DDF Form Global Grants PowerPoint from Future Visions Breakout D 5240 Assembly Mar/Apr 2012 101

102 102 Finding the Forms on the Website D 5240 Assembly Mar/Apr 2012 Select Foundation  Grants www.rotarydistrict 5240.org

103 103 Matching Grants D 5240 Assembly Mar/Apr 2012 Select Matching Grants

104 104 Matching Grants Information D 5240 Assembly Mar/Apr 2012

105 Congratulations You Are Ready to Get Started on Your MG Good Luck! D 5240 Assembly Mar/Apr 2012 105


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