Global Grant Management Seminar District 5790 7-23-2020 Rev 7/23/2020 jscotthendricks@yahoo.com Grant Management Seminar jplucas5790@gmail.com
REPORT IMPLEMENT APPLY (to TRF) PROPOSE (to District) PLAN QUALIFY SELECT 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Select 2. Qualify 3. Plan 4. Propose (to District) 5. Apply (to TRF) 6. Implement 7. Report 7/23/2020 Grant Management Seminar
1. Select a Project • International meetings & projects • RI Convention • Project fairs • Global Scholars • Related projects • Matchinggrants.org/global • Rotary Showcase / Ideas / Discussion Groups… • Linkedin, Facebook….. 7/23/2020 Grant Management Seminar
www.matchinggrants.org/global 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Select 2. Qualify 3. Plan 4. Propose (to District) 5. Apply (to TRF) 6. Implement 7. Report 7/23/2020 Grant Management Seminar
2. Qualify (Annually) a. Club Must: Sign & Adhere to CLUB MOU (Pres & PE) (Upload to www.matchinggrant.org) Attend current Global Grant Seminar (PE +1) Consistent contributor to TRF APF SHARE Be Current with all Finances and Reporting. Upload Current 990 Commit to ongoing Rotarian involvement Clubs must enter 13 of 25 goals in Rotary Club Central including The Rotary Foundation goals. 7/23/2020 Grant Management Seminar
www.rotary5790.org 7/23/2020 Grant Management Seminar
7/23/2020 Grant Management Seminar
2020-2021 Club Memorandum of Understanding Official Document Provided by TRF. Agreement between club and its district regarding financial and stewardship requirements. Sections of the MOU: 1.Club Qualifications 2. Club Officer Responsibilities 3. Financial Management 4. Bank Account Requirements 5. Report on Use of Grant Funds 6. Document Retention 7. Method for reporting and Resolving Misuse of Funds 7/23/2020 Grant Management Seminar
Qualification (continued) b. Project Must: International Partnership (Sponsor & Host) Have a long-term, “Sustainable” impact Address one of Rotary’s “Areas of Focus” Invest $30,000 or more within a community Ensure Need is identified by the community itself Strengthen community’s capacity to meet its needs 7/23/2020 Grant Management Seminar
LOCAL • Community • Local Ownership • Training • Buy Local • Funding • Measure success 7/23/2020 Grant Management Seminar
Areas of Focus (for Global Grants) Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development 7/23/2020 Note: Both Elements of Focus Area Grant Management Seminar
Qualification (Resources) 1. Club Qualification Memorandum of Understanding 2. A Guide to Implementing the Club MOU 3. Club qualification worksheet and FAQs 4. Guide to Global Grants 5. Grants.Rotary.org 6. http://rotary5790.org/SitePage/global-grants-how-to-apply 7. Rotary Grant Terms and Conditions 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Select 2. Qualify 3. Plan 4. Propose (to District) 5. Apply (to TRF) 6. Implement 7. Report 7/23/2020 Grant Management Seminar
3. Plan 1. Establish Committee & Partnerships • Maintaining Relationships is Critical 2. Perform Community Assessment • Insure Sustainability • Insure Area of Focus is Completely Covered 3. Total Budget & Funding 4. Be aware of long-term commitment 7/23/2020 Grant Management Seminar
Funding (Potential Sources) • Rotarian and Club cash contributions • Matched 50% from TRF World Fund* • Non-Rotarian cash contributions • Matched 50% from TRF World Fund* • DDF • Matched 100% from TRF World Fund * Recent change. 7/23/2020 Grant Management Seminar
Funding Example (for a Global project as of 7-1-2020) Club(s)$ DDF TRF Total Investment Match Match Club(s) 10,000 10,000 District 10,000 10,000 20,000 _______ Total 10,000 10,000 10,000 $30,000 Note: A club can be the primary or a secondary contributor to a global project. 7/23/2020 Grant Management Seminar
7/23/2020 Grant Management Seminar
GLOBAL GRANT CALCULATOR (Grants.Rotary.Org) 7/23/2020 Grant Management Seminar
Financial Management Plan • Dedicated Bank account for funds • Distributing funds • Use checks/bank cards to track funds • Detailed ledger • Include local laws 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Selection 2. Qualification 3. Planning 4. Proposal (to District) 5. Application (to TRF) 6. Implementation 7. Report 7/23/2020 Grant Management Seminar
4. Proposal for District Approval 1. Enter proposal on www.matchinggrants.org/global a) Description/Contacts b) Total Budget c) Funding (including DDF request) 2. Present to District Global Grant Committee a) Initial Deadline = September 1 st • DDF credit = 25% of Share contrib (-3yr) b) Add’l opportunity Nov 1 st , and Feb 1 st • if DDF funds are available NOTE: Preference for DDF are for clubs that: • Contribute regularly to The Rotary Foundation APF SHARE • Are in good standing with finances and reporting. 7/23/2020 Grant Management Seminar
http://www.matchinggrants.org/global 7/23/2020 Grant Management Seminar
7/23/2020 Grant Management Seminar
Proposal (Resources) 1.www.matchinggrants.org/global 2.Global Grant Calculator 3.Global Grant Application Template 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Selection 2. Qualification 3. Planning 4. Proposal (to District) 5. Application (to TRF) 6. Implementation 7. Report 7/23/2020 Grant Management Seminar
5. Apply for TRF Approval AFTER DISTRICT APPROVAL – SUBMIT APPLICATION TO TRF AT: grants@rotary.org - Anticipate requirement for 12+ signatures - Start early with TRF Grant Staff person 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Selection 2. Qualification 3. Planning 4. Proposal (to District) 5. Application (to TRF) 6. Implementation 7. Assessment 7/23/2020 Grant Management Seminar
6. Manage Implementation • Project Management process includes: 1. Financial control Dedicated bank account, authorized releases, receipts, etc 2. Regular Checkpoints Including Partners 3. Records Retention System 4. Verification of results Objectives met Beneficiary needs met 7/23/2020 Grant Management Seminar
Global Grant Process - Phases 1. Selection 2. Qualification 3. Planning 4. Proposal (to District) 5. Application (to TRF) 6. Implementation 7. Report 7/23/2020 Grant Management Seminar
7. Report • Review Successes & Lessons Learned • Feedback from Partners & Beneficiaries • Use feedback to improve the process. • Final Report to TRF • Obtain all approvals! • Retain Documentation (5 Years) • Online at www.Matchinggrants.org • Or Secure Filing system 7/23/2020 Grant Management Seminar
Global Grant – Quick Reference • Financial Minimums • Project Size: $30K • 3 Ways to Get Involved: • “Lead” International Sponsor (club in our district) • Reliable Contributing Partners • “Lead” Host Club (club in foreign location) • “Lead” Responsibilities • Qualification • Memo of Understanding • Grant Training • Club in good standing, Current 990, & support of TRF APF EREY • Project Management Process • Needs assessment • Financial Control • Regular Communications and Reporting (Interim & Final) • Substantial long-term commitment & relationship • Clubs must enter 13 of 25 goals in Rotary Club Central including The Rotary Foundation goals. 7/23/2020 Grant Management Seminar
Global Grant Management Seminar District 5790 7-14-2020 7/23/2020 jscotthendricks@yahoo.com Grant Management Seminar jplucas5790@gmail.com
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