1. Matching Grants PP June Jonet
This presentation will address Matching Grants. By the end of this presentation you will have an understanding of Matching Grants, their purpose, how they are funded and the responsibilities involved in committing to a Matching Grant Project.
Matching Grants PP June Jonet

2. Matching Grants
Address humanitarian conditions that benefit a community in need
Direct Rotarian involvement
Match at least two countries (host and international)
1:1 match for DDF and 0.5:1 match for cash contributions
Matching Grants is currently the most popular grant type within Humanitarian Grants. Matching Grants are intended to assist Rotary clubs and districts in carrying out humanitarian projects that will benefit a community in need.
As with all of the grants offered by Humanitarian Grants, Matching Grant projects must involve active Rotarian participation. Matching Grants “match” Rotary clubs or districts in at least two countries. The club or district in the project country is the host partner, and the club or district outside the country is the international partner.
As the name of the grant indicates, Matching Grants provide a match to funds raised by Rotary clubs and districts. Approved applications will receive a 50% match on every dollar of cash contributions and a 100% match for every dollar of DDF contributions.

3. Matching Grant Types Matching Grants Award US$ 5,000 - $25,000
Competitive Matching Grants
Award US$ 25,001 - $150,000
Matching Grants are divided into two types: Matching Grants and Competitive Matching Grants. Matching Grants are categorized according to the amount of funds requested from The Rotary Foundation. As to be expected, smaller grant requests require less information while requests for larger amounts of money require greater information.
Matching Grants range from an award amount of US$5,000 to $25,000. Competitive Matching Grants range from US$25,001 to $150,000.

4. Competitive Grants Community needs assessment
Publicity and spending plan
Annual independent financial review
As mentioned a moment ago, Competitive Matching Grants have additional criteria above and beyond those required for Matching Grants. Rotary clubs and districts applying for a competitive grant must submit as part of their application a community needs assessment that demonstrates how the project is viable, involves the benefiting community, has the ownership of the community and will be sustained by the community after grant funding has ended.
Once approved, Competitive grants must submit publicity and spending plans before payment can be made.
All competitive grants must submit an independent financial review along with their annual progress reports. Details about independent financial reviews can be found in the Terms and Conditions of Matching Grant award.

5. Tips
Keep project small and in bite size. Easier to apply for non-competitive matching grants
Matching Grants are divided into two types: Matching Grants and Competitive Matching Grants. Matching Grants are categorized according to the amount of funds requested from The Rotary Foundation. As to be expected, smaller grant requests require less information while requests for larger amounts of money require greater information.
Matching Grants range from an award amount of US$5,000 to $25,000. Competitive Matching Grants range from US$25,001 to $150,000.

6. Policies and Guidelines
Adherence to Terms and Conditions of Matching Grant Award
Must be humanitarian project
Project must benefit a community in need
Like other Humanitarian Grants, Matching Grants must comply with the standard grant policies adopted by the Trustees of The Rotary Foundation as detailed in the the Terms and Conditions of Matching Grant award. In addition, all projects must be humanitarian in nature and benefit a community in need.

7. Tips
Certain items are not covered eg Land, buildings are not covered. Eg, for Siem Reap Water Project, Rotary club of Osaka cash contribution is used towards purchase of land.
Like other Humanitarian Grants, Matching Grants must comply with the standard grant policies adopted by the Trustees of The Rotary Foundation as detailed in the the Terms and Conditions of Matching Grant award. In addition, all projects must be humanitarian in nature and benefit a community in need.

8. Rotarian Involvement Communicate with partners for life of project
Establish committees (3 members) to oversee project
Plan and implement project jointly
Visit project site
Submit reports to TRF
Ensure proper stewardship of grant funds
Rotarian involvement is the backbone of any successful Matching Grant project. It is expected that the partners, host and international, will communicate with one another for the life of the project. Both partners must establish committees to oversee the project. The host and international partners must work together to plan and implement the project. Wherever feasible, it is expected that the partners will visit the project site. The partners are responsible for submitting regular reports to TRF and ensuring that proper stewardship guidelines are being maintained.

9. Tips
Usually, the project happens in a less developed country. The local rotary club may have problems with paperwork.
Use their strength (knowledge of area) and divide the work. Logistics under local rotary. Paperwork under International partner
Like other Humanitarian Grants, Matching Grants must comply with the standard grant policies adopted by the Trustees of The Rotary Foundation as detailed in the the Terms and Conditions of Matching Grant award. In addition, all projects must be humanitarian in nature and benefit a community in need.

10. Application Procedure
1 July – 31 March
Applications accepted
1 August – 15 May
Applications approved
1 August & 1 January
Competitive Matching Grant application deadline
Matching Grant applications are accepted from 1 July to 31 March in any given Rotary year.
Matching Grant applications are approved from 1 August to 15 May.
For Competitive Matching Grants, there are two additional deadlines that must be kept in mind. All Competitive Matching Grants must be submitted and completed before 1 August for the fall meeting and before 1 January for consideration at the Spring meeting of the board of Trustee.
Both Matching Grants and Competitive grants use the same application form which is available for download from the RI website.

12. Reporting Requirements
Progress reports at least every twelve months for the life of the grant
Final report due within two months of completion
Primary report responsibility noted in application
Reporting requirements are an important part of every Matching Grant project. Both sponsors are responsible for providing a progress report to update the Foundation on the project’s progress at least every twelve months and a final report detailing the project’s outcome within two months of the project’s completion.
Sponsors should decide which partner will take the lead in completing the Final Report when the project is finished. This information is requested in the grant application. Please note that although one sponsor may sign off on taking the lead in reporting, ultimately both sponsors will be held responsible for overdue or incomplete reports.

13. Report Content Project accomplishments Rotarian involvement
Information on the beneficiary
Statement of income and expense
Bank statement
Certifying Signature
All reports must include the following information:
A detailed description of the project accomplishments
A full description of Rotarian oversight, management, and involvement in the project
A narrative statement about the beneficiary
A statement of income and expense, providing an itemized list of expenditures
A bank statement which correlates to the statement of income and expense
A certifying signature from a club president if club sponsored or the District Grants Subcommittee Chair if district sponsored. This certification will state that to the best of their knowledge the report is complete and accurate.

14. Tips A faster digital way of getting signatures signed.
In the past, it was costly to get all the signatures in the same print
Like other Humanitarian Grants, Matching Grants must comply with the standard grant policies adopted by the Trustees of The Rotary Foundation as detailed in the the Terms and Conditions of Matching Grant award. In addition, all projects must be humanitarian in nature and benefit a community in need.

15. Role of District Leadership
District Rotary Foundation Committee Chair
Allocate DDF
District Grants Subcommittee Chair
Review and certify applications for completeness prior to submission to TRF
Authorize district sponsored grants
Let’s now take a moment to look at the roles and responsibilities of District Leadership relating to Matching Grants.
For Matching Grants, the District Rotary Foundation Committee Chair is responsible for allocating District Designated Funds (DDF) if they are being contributed to the project.
The District Grants Subcommittee is responsible for certifying the application as complete prior to its submission to The Rotary Foundation. The District Grants Subcommittee also endorses district sponsored Matching Grants. (For example: If a club sponsors a Matching Grant then the Club President must endorse the application with an authorizing signature. If the district sponsors the Matching Grant the District Grants Subcommittee must endorse the application with the District Grant Subcommittee Chair’s authorizing signature)

16. Tips
Each Host club can only have 5 open matching grants. Check with them first to see if they can slot you in.
Paperwork & Reports must be submitted in order or else you may be blacklisted
Blacklisted districts will face problems in applying for future grants
Let’s now take a moment to look at the roles and responsibilities of District Leadership relating to Matching Grants.
For Matching Grants, the District Rotary Foundation Committee Chair is responsible for allocating District Designated Funds (DDF) if they are being contributed to the project.
The District Grants Subcommittee is responsible for certifying the application as complete prior to its submission to The Rotary Foundation. The District Grants Subcommittee also endorses district sponsored Matching Grants. (For example: If a club sponsors a Matching Grant then the Club President must endorse the application with an authorizing signature. If the district sponsors the Matching Grant the District Grants Subcommittee must endorse the application with the District Grant Subcommittee Chair’s authorizing signature)