1. The Rotary Foundation District 9780 Grants PP Martin Hill RC Ballarat
Grants Sub-Committee Chair

2. Questions you could ask
What sort of Grants are available?
What is a District Grant?
What is a global grant?
What is a VTT?
Who can apply for grants?
How do we go about a grant project

3. This presentation Session 1 Session 2 Session 3 Session 4
Areas of Focus
District Grants
Global Grants
Session 2
Vocational Training Teams
Session 3
Designing your grants based project
Session 4
How to use the Grant Centre

4. Session 1 Rotary Foundation Grants
There are now just two main types of Foundation Grant
District grants
and
Global grants
Packaged Grants are now limited to major projects.

5. Areas of focus
The Rotary Foundation has adopted 6 definite Areas of Focus for Rotary projects.
Promoting peace
Fighting disease
Providing clean water
Saving mothers and children
Supporting education
Growing local economies

6. District Grants District Grants: fund small-scale,
short-term activities
address needs in a local community or international communities.
How to use them
You can customize projects,
grant application must support mission of The Rotary Foundation.
Clubs must be “qualified” before they can apply for district grants.
District Grants are not required to comply with The 6 Areas of Focus
Clubs apply for a grant equal to their dollar input up to max. $3000

7. DISTRICT GRANTS Support TRF Mission No minimum or maximum budget
Maximum District Grant $3000
Have short term impact
Active Rotarian involvement preferred
Support scholars pursuing any level of study, locally or internationally
Must adhere to all District Grants terms and conditions
More flexible than Global Grants
Less restrictions on project plans
Simpler application process
Better suited to low budget projects

8. District Grant Limitations
Much smaller grant value than Global Grants
Applications compete with other district grants
Grants allocated only once each year in April/May
Grants must be supported by funds from club/s by an equal or greater dollar value.

9. Foundation - District Grants
Clubs apply directly to their District Foundation Team Chair (DGSC)
Application info/forms available online via District Web site.
The closing date for District Grants is mid April each year.
DGSC submits a Block Grant Spending Plan to TRF by mid-May
Funds approved in June
Funds available by mid-July
Payment by reimbursement when the project final report accepted and approved by DGSC, TRFC and DG
Reporting must be finalised by 30 April the following year

10. GLOBAL GRANTS
Global Grants fund large-scale, long-term activities that address needs in international communities.
How to use them
Applications must support the mission of The Rotary Foundation.
Clubs must be “qualified” before they can apply for Global grants.
Global Grants required to comply with one of The 6 Areas of Focus
Minimum grant USD$15,000 up to USD200,000
Budget minimum of USD30,000

11. GLOBAL GRANTS Must Build capability Must support an Area of Focus
Must have long term sustainable impact and measurable outcomes
Must have active Rotarian involvement
Must adhere to all grants terms and conditions

12. Foundation Global Grants
Global grants are a partnership, between the district or club in another country where the activity is carried out and a district/club from our District.
Both sponsor clubs must be “qualified” before they can apply.
To be successful, your application must:
Be sustainable and include plans for long-term success
Include measurable goals
Align with one of TRF 6 areas of focus
Respond to real community needs
Actively involve Rotarians and community members
Meet all eligibility requirements in the grants terms and conditions

13. Foundation Global grants - How they’re funded
Minimum budget: USD30,000 = Minimum Grant USD15,000
Global Grants generally limited to a maximum USD200,000
Districts may contribute District Designated Funds (DDF)
All DDF is matched at 100% from the World Fund
Clubs provide cash contributions - the World Fund
The Foundation require a levy = 5% of all club cash funds
Applications accepted anytime and reviewed as received.
All project planning and operations overseen by the (DGSC)
Applications are completed online via TRF Web site.

14. District Grants Global Grants
Questions

15. Session 2
Vocational Training Teams

16. Vocational Training Teams
VTT has streamlined the GSE program and recognises the objective of a mutual vocational development
Vocational training teams (VTT) are professionals who travel to another country to learn more about their profession or to teach local professionals their profession.
Rotary Foundation district, global, and packaged grants support VTTs
VTTs enable professionals to observe their profession in another country or by offering participants the opportunity to use their skills to help others.
A successful VTT increases the capacity of the host community to solve problems and improve quality of life.

17. District Grant VTTs
Requirements: District grant VTTs support The Rotary Foundation’s mission to promote goodwill and peace, improve health, support education, and alleviate poverty.
Team composition: The district may determine the composition of the team to include Rotarians and non-Rotarians of any age.
Focus and the length of the visit:
Determined by the sponsor Clubs.
Districts decide to incorporate some cultural and social activities along with hands-on training or to sponsor an mutual exchange with the partner district.
Budget: Determined by the sponsors and is usually fully funded from DDF and World fund.

18. Global Grant VTTs
GG VTTs align with one or more areas of focus, build capacity of the team members or the benefiting community, have a sustainable and measurable impact.
A GG VTT must be sponsored by Rotary clubs or districts from two countries.
The grant may support the travel of more than one team.
Team composition: Teams must consist of:
At least two members (either Rotarians or non-Rotarians) with at least two years of professional experience in the designated areas of focus
A Rotarian leader who has expertise in the area of focus, 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 USD30,000 to general maximum of USD200,000 and is usually fully funded from DDF and World fund.

19. Terms and Conditions Read the TRF booklet carefully for all the detail
TRF interpret this very rigorously and very carefully
If in doubt check with DGSC!
Must relate to the Mission of TRF
Must include active Rotarian participation at both ends
Must be sensitive to cultural traditions
Must support local and international humanitarian and service projects, or scholarships, or vocational training teams
All partipating Clubs must be “qualified” by TRF and by D9780 for the duration of Grant program
There are two MOU to be signed the TRF MOU + District Addendum
At least one member must attend this training seminar

20. Foundation grants issues you will need to consider
International projects can often be quite challenging
Global grants are often much more complex than District Grants
The standard is USD and you need to think in multiple currencies
You need a local champion both here and in the project area
There must be Rotarian involvement at both ends.
A District Grant cannot fund an ongoing project
But can fund a new sub-project
The project can not start before formal approval from D9780
If in doubt talk it through with DGSC or TRFC Geoff James

21. Vocational Training Teams
Questions

22. Session 3 Designing your grant project

23. Designing your grant project.
Selecting a Project
Identifying your partners
Making a Plan
Funding a Project
Applying for your grant
Managing a Project
Evaluating Success
Project Debrief and reporting

24. Selecting a Project Determine the type of project you wish to develop.
District Grant - locale
Global Grant – which Country
Make contact and talk to the related community
Base projects on communities’ needs
Think about how a project can be managed locally and away
Ask, “Is the project feasible in the time frame?”

25. Making a Plan Identify your partners
Determine what resources are available
Identify best practices for designing a project
Understand how to create measurable goals
Develop a plan to implement your project
Form a three-person grant committee
Assign roles
Establish a budget
Make an implementation plan
Have a contingency plan
Have a document retention and reporting plan

26. Setting Goals and reporting
Measurable
Sustainable
Qualitative
Quantitative
Gather baseline data
Determine method of measurement
Reporting is critical so think before applying
Reporting means you need receipts etc. to justify all expenditure
Producing legible Receipts – can be challenging overseas (languages)
Reports are required by DGSC as electronic copies only.

27. Funding a Project Be clear on your budget limits
Realistic
Competitive bidding
Reasonable prices
Disclose conflicts of interest
Overseas projects can be tricky as can be 3 or more currencies to deal with, US$, AU$ and local currency
District grant AU$ per year to a club
Clubs to provide ≥ 50% of total project funds
Global Grants min USD15000 and a project budget =USD30000 to USD200000

28. Funding a Project Require Bank account for funds Distributing funds:
Use cheques or credit cards to track funds
Maintain a detailed ledger of all expenditure
Retain receipts
Note: International receipts can be local script and languages

29. Applying for your grant
Understand Foundation requirements for Grants
Understand Grant funding rules
District Foundation committee manages all grants
Clubs must set up a small committee to manage Grant Projects
District grants funds only released by TRF when final reporting of last years grant is complete.
Global grants funds are often released upon approval and often in stages for multi year projects

30. Project reporting and Stewardship
Stewardship is the responsible management and oversight of grant funds, including:
How partners were involved
Identifies type of activity
Reporting any irregularities
Rotarian supervision
Financial records review
Oversight of funds
Timely submission of reports

31. Project reporting Your global grant report should include:
Progress reports within 12 months of first payment
Every 12 months through the term of the grant
Final report within two months of completion
Evaluation of project goals
How area of focus goals were met
How funds were spent
Number of beneficiaries and how they benefited
Identify any ongoing issues

32. Verifies grants were managed properly
Project Reporting
Verifies grants were managed properly
Provides valuable data for your club, partners, and Rotary
Provide access to documents for transparency
Retain for a minimum of five years
Make and retain copies

33. Evaluating Success Evaluation: Assists with reporting
Improves future projects
Matches original project goals
Identifies successes
Can identify ongoing opportunities
Helps to meet Stewardship and Audit guidelines

34. Designing your Grant Project
Questions

35. Session 4 HOW TO Use the Grant Center
Rotary’s grant tool has a new look, feel and name—Grant Center.
The following screen shots will help
Navigate the updated system
Apply for a global Grant
Apply for a district grant (district leaders only).

36. Navigating the updated system
This page provides a general overview of Rotary grants and links to helpful resources.

39. The Grant Center will now assign your grant a number.

44. As you complete a step in the application, you will notice that a checkmark appears next to the step. At any time before submission, you can select the pencil to the right of the step to edit that step.
Throughout the process, you can Save & exit your application, you can also create a PDF of the grant application at any time by selecting Print application (PDF), or you can Delete the application entirely. Helpful resources are located in the bottom of the right hand menu.

45. If you want a copy of this complete file please simply send and email request to

46. Foundation Website - Resources & references
Foundation grants
Foundation Website - Resources & references
Terms and Conditions for Rotary Foundation District Grants and Global Grants
Lead Your District: Rotary Foundation Committee - manual
District Grant Scholarships Best Practices
Grants travel request
Areas of Focus Policy Statements
Grant Management Manual
Six Steps to Sustainability
Global Grant Online Application Process
10 Ways to Improve Your Global Grant Application
Reporting on Global Grants

47. PP Martin Hill RC Ballarat District Grants Sub-Committee Chair
Questions
D 9780
PP Martin Hill RC Ballarat
District Grants Sub-Committee Chair