The Rotary Foundation of Rotary International Foundation eLearning 2005 T HE R OTARY F OUNDATION T HE R OTARY F OUNDATION of Rotary International eLearning Humanitarian Programs exit

The Rotary Foundation of Rotary International Foundation eLearning 2005 Main Menu Press Esc any time to exit the course Matching Grants Stewardship3-H Grants District Simplified Grants Individual Grants

Matching Grants To assist Rotary clubs and districts in carrying out humanitarian World Community Service projects in cooperation with Rotarians in another country Matching Grants on the web

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants $0.50 matching for every $1 cash contribution $1 match for every $1 of DDF (SHARE) contribution Maximum grant award: $150,000 Match funded through the World Fund

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants 1.Minor Matching Grants –$0 to $2,000 2.Major Matching Grants –$2,001 to $25,000 3.Competitive Major Matching Grants –$25,001 to $150,000 Three Types of Grants

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants Minor Matching Grants & Major Matching Grants (non-competitive) Accepted: Application Schedule July 1 through March 31

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants Deadlines Application deadlineTrustee Decision 1 August October/November Trustee meeting 1 January March/April Trustee meeting Deadlines for Competitive Matching Grants $25,001 - $150,00

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants Projects must involve active Rotarian participation Grants must address a humanitarian need All grants must adhere to the Terms and Conditions of Matching Grants Awards Reports due every 6 months General Guidelines

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants Rotary Clubs and district are required to: Communicate with co-sponsors for life of project Establish committees to oversee project Plan project jointly Establish expectations of all participating clubs and districts Guidelines: Minor Matching Grants

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants Rotary Clubs and district are required to follow the activities outlined in Minor Matching Grants and : Host club: –Visit project site –Provide regular updates International club: –Share information and/or site visits Guidelines: Major Matching Grants (up to $25,000)

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants Rotary Clubs and district are required to follow the activities outlined in Major Matching Grants and : Perform a community needs assessment Project sustainability plan Demonstrate community involvement and ownership Guidelines: Major Competitive Matching Grants (up to $150,000) Test your Humanitarian Programs IQ test

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants TEST The Rotary Foundation will match every $1 cash contribution with what amount? $1 $2 $0.5 Depends on SHARE contribution 3 years earlier (Click the correct button) 1

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants TEST How often are reports due for a matching grant? (Click the correct button) Every 6 weeks 2 Once a year Every 6 months On the 15 th of every month the grant is open

The Rotary Foundation of Rotary International Foundation eLearning 2005 Matching Grants TEST Rotary clubs and districts are required to establish a committee of how many Rotarians to oversee a project? (Click the correct button) Depends on grant amount

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District Simplified Grants To support service projects in the local community or internationally DSG on the web

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants Use a maximum of 20% of district’s DDF One grant per year per district Direct Rotarian involvement required Reporting must be up-to-date ( every 6 months ) Requests accepted 1 July – 31 March in Rotary Year prior to implementation of projects

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants District Designated Fund DDF is 50% of total Annual Program Funds raised by a district three years earlier. The other 50% goes to the World Fund where it is mainly used for Rotary’s match in Matching Grants, Individual Grants and to send Group Study Exchange teams. DDF available for District Simplified Grants represents 20% of the districts Annual Program Fund giving three years earlier.

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants Rotarian Involvement by: Assessment of community needs and development of a project plan Establishment of a committee of at least 3 Rotarians for project oversight Oversight of funds Involvement in the implementation of projects Provision of evidence of community involvement Organization of meetings with local service providers and officials Promotion of project in the local media

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants For grants over $25,000, payment will be made in installments based upon a spending plan. Districts must provide progress reports delineating the expenditures of funds before additional installments will be made. Test your DSG IQ test Important Criteria

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants TEST How many District Simplified Grants is a district allowed to apply for per year? 2 Depends on available DDF 1 10 (Click the correct button) 1

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants TEST Which statement is not an aspect of Rotarian involvement required for DSG participation: Linking of personal bank account to project account Involvement in the implementation of projects Assessment of community needs and development of a project plan Promotion of project in the local media (Click the correct button) 2

The Rotary Foundation of Rotary International Foundation eLearning 2005 District Simplified Grants TEST If the District Simplified Grant is more than $25,000, payment will be made… in one lump sum in thousand-dollar increments based on submission of receipts When the project is complete and all receipts are submitted to TRF (Click the correct button) in installments based upon a spending plan 3

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To subsidize the airfare and travel-related expenses of Rotarians who volunteer their services to directly support humanitarian endeavors or plan projects in another country Individual Grants Individual Grants on the web

The Rotary Foundation of Rotary International Foundation eLearning 2005 Individual Grants Funded by the World Fund Grant supports: –Rotarians and their spouses –Rotaractors –Qualified Foundation Alumni who have the skills to provide direct service. $6,000 maximum per group (2-5 Rotarians) $5,000 maximum per individual Minimum: 5 days on site Maximum: 60 days on site

The Rotary Foundation of Rotary International Foundation eLearning 2005 Individual Grants Economy class airfare Minimal daily living expenses, food and accommodations Travel-related expenses (e.g. visa, travel vaccinations, insurance, etc.) Project-related expenses Eligible Budget Items Include:

The Rotary Foundation of Rotary International Foundation eLearning 2005 Individual Grants Application Process Test your Individual Grants IQ test Applications should be received by TRF four months before anticipated departure Application must be approved at least two months before scheduled departure Applications accepted on a rolling basis

The Rotary Foundation of Rotary International Foundation eLearning 2005 Individual Grants TEST Individual Grants support the travel of: Group Study Exchange Team Leaders Rotarians, their spouses, Rotaractors, and qualified TRF Alumni (Click the correct button) Rotary Center Peace Scholars 1 District Governors-elect to GETS and the International Convention

The Rotary Foundation of Rotary International Foundation eLearning 2005 Individual Grants TEST Which of the below expenses is not covered by Individual Grants: Gifts for host families Minimum daily living expenses Travel vaccinations (Click the correct button) Economy class airfare 2

The Rotary Foundation of Rotary International Foundation eLearning 2005 Individual Grants TEST Individual Grants applications should be submitted to TRF by? 4 months before anticipated departure 6 months before anticipated departure 3 weeks before anticipated departure (Click the correct button) 1 October 3

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Funds long-term, self-help, grassroots development projects that are too large for one club or district to implement on its own H H EALTH H H UMANITY H H UNGER 3-H Grants 3-H on the web

The Rotary Foundation of Rotary International Foundation eLearning H Grants Requirements Host and sponsor clubs must have successfully served as primary sponsors of a Matching Grant project within 5 years of submitting application. Sponsors must be current on any previous 3-H or Matching Grants awards Sponsors must provide a minimum of 10% of the 3-H award amount

The Rotary Foundation of Rotary International Foundation eLearning H Grants Requirements Projects must address humanitarian needs by using multiple program components such as: –Training –Community Participation –Rotary Community Corps –Capital assets –Technical expertise In other In other words… Click here

The Rotary Foundation of Rotary International Foundation eLearning H Grants 3-H Grants should be used to address a multiple issues, for example: Not only: Medical equipment But for: Medical equipment Training on equipment Public health education Public relations campaign on Rotary’s involvement

The Rotary Foundation of Rotary International Foundation eLearning H Grants 3-H Important Dates 1 July – 31 March Proposals accepted at TRF Qualified proposals will receive an application to be completed by the sponsor 1 August Applications for consideration at the April Trustee meeting must be received by 1 August 1 November Deadline for sponsors to complete application requirements Test your 3-H IQ test

The Rotary Foundation of Rotary International Foundation eLearning H TEST The 3-H Grants program is designed to: Fund long-term, self-help grassroots development projects Pay Rotarian travel expenses while on a Matching Grants site visit (Click the correct button) Fund disaster relief projects 1 Fund water projects

The Rotary Foundation of Rotary International Foundation eLearning H TEST 3-H Grants sponsor must contribute a minimum of how much towards the project : 10% 20% 2 5 % 50%

The Rotary Foundation of Rotary International Foundation eLearning H TEST What is the deadline for submitting 3-H proposals? 3 31 March 15 January 1 October Accepted on a rolling basis

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Stewardship The Trustees rely on the integrity of the clubs and Rotarians engaged in project implementation to ensure that funds are used effectively for the purpose for which they were given

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship Treat TRF funds as a sacred trust Maintain competent and thorough supervision of a project Comply with standard business practices Report any irregularities to TRF How to comply with TRF’s Stewardship requirements

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship Implement projects as approved by TRF Ensure financial review of projects Maintain timely and complete reporting How to comply with TRF’s Stewardship requirements Click here to see Trustee Standards on the Web Click here to see Trustee Standards on the Web

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship What does it accomplish? Celebrates successes Demonstrates good use of TRF funds Shows transparency Fulfills government requirements Highlights lessons learned Earns future support Reporting

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship When are reports due? Every six months for the life of the project Within two months of the project’s completion Reporting Test your Stewardship IQ test

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship TEST Stewardship in Humanitarian programs refers to: The strict oversight of project funds The regulated use of synthetic fertilizers used on farm lands funded by TRF (Click the correct button) The DRFC Chair’s allocation of SHARE funds 1 Relationships between clubs of neighboring countries

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship TEST Which of the following statements is true about Stewardship of TRF funds: b) Project managers must maintain thorough supervision of the project c) Projects should be implemented as approved by the Trustees 2 a) Funds should be treated as a sacred trust d) All of the above abcd

The Rotary Foundation of Rotary International Foundation eLearning 2005 Stewardship TEST What is the purpose of Reporting? b) To demonstrate good use of TRF funds c) To show transparency d) All of the above a) To celebrate successes 3 abcd

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The Rotary Foundation of Rotary International Foundation eLearning 2005 Finished? Have you completed all four tests? yesno

The Rotary Foundation of Rotary International Foundation eLearning 2005 CONGRATULATIONS! You have completed the Humanitarian Programs exams Please send an to to verify completion. In the subject line write: “I know Humanitarian Programs” exit