1. District 6080 Grant Management Seminar
Presentation date 10/25/15
District conference

2. Rotary Foundation Grants
DISTRICT BLOCK GRANT
- up to 50% of District
Designated fund which is
generated from 3 years prior
giving to Annual Fund
GLOBAL GRANTS

3. District Block Grants
Projects that align with the mission of The Rotary Foundation, which is to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty.

4. District Block Grants
Governed by terms and conditions established by The Rotary Foundation
Fund small-scale, short term activities that address needs in our communities
District decision making with broader guidelines

5. 2015-16 District Block Grant District Simplified Grants $ 53,820
Education/Scholarship $ 3, Administrative expenses $ 2,238
Contingency $ 14,920
Total $ 74,600

6. District Simplified Grants 2016-17
Single project grant applications
Eligible amount per club to be published by December 15, 2015 via website and Foundation Newsletter
Not required to ask for full amount eligible but must be in $100 increments above $500
Club must match grant 1:1

7. District Simplified Grants 2016-17
APPLICATIONS ARE DUE May 15, 2016 Project start: No earlier than Aug 5, 2016 Project completion: Mar 1, 2017 Final Report Deadline: Mar 15, 2017

8. DSG Eligibility Guidelines
All Foundation grant activities must:
Relate to the Mission of TRF
Include the active participation of Rotarians
Exclude any liability to TRF or RI beyond funding the grant
Adhere to the governing laws of US and host area of the grant, and harm no individuals or entities

9. DSG Eligibility Guidelines
Only fund activities that have been reviewed and approved before their implementation. Grants may not be used to reimburse clubs or districts for activities and expenses already completed or in progress. Planning for grant activities prior to approval is encouraged, but expenses may not be incurred.

10. DSG Eligibility Guidelines
Demonstrate sensitivity to the host area’s tradition and culture
Comply with the Conflict of Interest Policy for Grant Participants per TRF Code of Policies
Comply with the policy regarding the use of Rotary marks as outlined in TRF Code of Policies

11. Grant Restrictions
Grants cannot be used to unfairly discriminate against any group; promote a particular political or religious viewpoint; support purely religious functions; support activities that involve abortion or that are undertaken solely for sex determination; fund the purchase of arms or ammunitions; or serve as a new contribution to the Foundation or another Rotary Foundation grant

12. Grants cannot fund:
Continuous or excessive support of one beneficiary, entity or community
Establishment of a foundation, permanent trust or long term bearing interest account.
Purchase of land or buildings
Fundraising activities

13. Grants cannot fund
Expenses related to Rotary events such as district conferences, conventions, institutes, anniversary celebrations, or entertainment activities
Public relations initiatives not directly related to a humanitarian or educational activity
Project signage in excess of $500

14. Grants cannot fund
Operating, administrative, or indirect program expenses of another organization
Unrestricted cash donations to a beneficiary or cooperating organization
Activities for which the expense has already been incurred

15. Grants cannot fund Travel to National Immunization Days
Immunizations that consist solely of the polio vaccine
Transportation of vaccines by hand over national borders
Study at a Rotary Peace Center partner university in the same or similar academic program as those pursued by Rotary Peace Fellows

16. Cooperating Organizations
Cooperating organizations are reputable non-Rotary organizations or academic institutions that provide expertise, infrastructure, advocacy, training, education, or other support for the grant. Must agree to comply with all reporting and auditing activities required by TRF and provide receipts and proof of purchases.

17. Cooperating Organizations
All funding provided to cooperating organizations must be used for specific project expenses. The sponsoring district must maintain an itemized report of such activities.

18. GLOBAL GRANTS

19. Global Grants
Support large international activities with sustainable, measureable outcomes in one or more of Rotary’s Six Areas of Focus

20. Global Grants Large scale international humanitarian projects
Scholarships for graduate level studies
Vocational Training Teams

21. Global Grants
Key feature is partnership between district or club where activity is carried out and a district or club in another country
Both sponsors must be qualified before application can be submitted

22. Global Grants
-Align with one of Rotary’s Area of Focus - Applications are accepted throughout the year and reviewed when received

23. 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

24. Global Grants
Minimum total budget is $30,000 Of this amount, a minimum of $15,000 must come from Foundation’s World Fund Clubs contribute cash-matched 50% from World Fund District 6080 contributes DDF which is matched 100% from World Fund

25. Global Grant Funding Example
Water Project in India
Good Job Rotary(sponsoring club) $10,500
TRF World Fund Match (50%) $ 5,250
Dist 6080 DDF donation $10,500
TRF World Fund Match (100%) $10,500
Other giving Rotary clubs $ 5,000
TRF World fund match to clubs( 50%) $ 2,500

26. Funding example (con’t)
Generous Business LLC $ 2,000 TRF World Fund Match (50%) $ 1,000 Total Grant fund available $ 47,250 Funds indicated in blue above must equal at least $15,000 to qualify as a Global Grant

28. Foundation Grants
Grant Management Stewardship Implementation of MOU Qualification

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

30. Successful Grant Projects
Meet community needs
Include frequent partner communication
Have implementation plan
Maintain proper stewardship of funds

31. Identifying Grants
Special Guest: Linda Laagergren Laurie Sunrise Beach Rotary Club

32. 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

33. Review of Club MOU
-Club qualification -Club Officer responsibilities -Financial management plan -Bank account requirements -Reporting -Documentation Retention -Reporting any misuse of funds

34. District 6080 Qualification Requirements
Attend a grant management seminar
Agree to club memorandum of understanding and submit signed MOU to district
Clubs only applying for and receiving District Simplified Grants will be excused from certain requirements as outlined on the MOU

35. 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
Timely reporting of grant funds

36. Session 3 Oversight and Reporting

37. Final Reports for DSG
All expenditures for your grant must be properly documented and reported
No separate bank account for DSG required but must provide the expense documentation
If working with cooperating organization, they must submit expense documentation
EXAMPLE

38. Final Reports Example
Grant for playground equipment at Good Job Rotary Club MO
Grant check from District $1500
100% matching club funds $1500
Purchase of equipment from SS playground equipment $ 3,000
COPIES OF ALL INVOICES AND CHECKS

39. Final Reports Example Grant for new refrigerator at Women’s shelter
District grant to club $2000
Club 100 % match $2000
Check to Women’s Shelter $4,000
WOMEN’S SHELTER MUST PROVIDE DOCUMENTS FOR $4,000 PURCHASE

40. 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)
Please disclose any obvious or perceived conflicts of interest

41. Document Retention Provide access Retain for a minimum of five years
Make copies

42. Thank you Be sure to sign attendance sheet
Thank you Be sure to sign attendance sheet! Be sure to get your club’s MOU