District Governor Tom Smith GRANTS TRAINING SEMINAR Sean Gautam Chair, District Grants Sub-Committee March 4, 2017 – Grants Seminar
Overview of Presentation � District Grants � Overview � Eligibility and Restrictions � Annual Timeline � DACDB Grants Module � Important Takeaways � Questions & Answers 2 of 33
District Grants - Overview � Districts are responsible for administering District Grants. � District Grants support local and international projects, scholarships, vocational training teams, and related travel. � Rotary International (RI) does not administer District Grants between the district and its clubs. � RI continues to support Global Grants. � Rotary District 7680’s District Grants Sub-Committee manages the district grants process. 3 of 33
District Grants – Overview… � This process starts when the District is notified of the District Designated Funds (DDF) funding for the upcoming year by RI (District Grants = 25% Annual Fund contributions 3-years ago). � Funds from RI will be disbursed to the District when 1. ALL 2016-17 grant projects are completed and final reports submitted by the respective clubs in DACDB for review by the Stewardship Committee, and 2. A summary of grants applied for have been sent and approved by RI. � For the 2017-18 year, funds available for District Grants will be $101,182 (25% of 2014-15 Annual Fund contributions). 4 of 33
District Grants – Overview… � A total of $101,626 was approved for District Grants in 2016-17. 28 District Grants were funded. Lead Club N ame Project N ame Albemarle Scholarships Alleghany County Pulmonary Function Testing Machine Cabarrus County Dog Runs at Vietnam Veterans Park Charlotte Charlotte Youth Soccer Initiative Charlotte Dilworth South End Bridge to Opportunity Scholarships Charlotte End-of-the-Week Humanitarian School of Adelia Felix Charlotte North Hope to Walk Charlotte Providence Cotswold Farmers Market Management Charlotte South Beach Blast Charlotte South Park Montclaire Elementary Charlotte West NewGen Peace Builders Seminar 16-17 Cherryville Rotary Door Project Concord - Afton Sunset PLC Rotary Career Center 5 of 33
District Grants – Overview… � 28 District Grants funded in 2016-17… Lead Club Name Project N ame Gaston Breakfast 4-Way Test Scholarship (Expansion) Gastonia Gastonia Water Project Gastonia East Robotics STEM Initiative Huntersville Happy Hour Rotary Butterfly Garden Kannapolis Early Act First Knight Kings Mountain Backpack Project Lake Norman-Huntersville Respite Care Program Monroe-Union Breakfast Rotary Park North Mecklenburg County Cornelius 9/11 Monument North Wilkesboro Foster children's Christmas party Salisbury Happy Feet Southwest Cabarrus Elementary School Backpack Program Taylorsville Back Pack Program Top of the Lake-Mooresville Purchase Van for Ada Jenkins Center Union West (Indian Trail) Gazebo for Adult Daycare facility 6 of 33
District Grants – Overview… Key Eligibility Criteria for Clubs: 1. At least one club member must have attended the Grants Management Seminar in the current Rotary year. 2. Club President and President-Elect must sign the Memorandum of Understanding (MOU). 3. All Previous Grant Reports must be current and submitted on time. 4. Sponsor clubs must attain $100 in per capita (avg) giving to the Annual Fund by June 30th of the current Rotary year. For example, if your club had 48 members on July 1, 2016, then your AF contribution should be $4,800 to get to $100 per capita. Your club will then qualify for 2017-18. 7 of 33
District Grants – Overview… According to Rotary International, grants cannot fund (among other stipulations): � Continuous or excessive support of any one beneficiary � Purchase of land or buildings � Fundraising activities � Operating, administrative, or indirect program expenses of another organization � Unrestricted cash donations to a beneficiary or cooperating organization (See District 7680 Grant Guidelines for complete details) 8 of 33
District Grants – Overview… � Repeat Projects : Clubs are permitted to undertake repeating district grant projects, as long as the beneficiaries are different each year. For example, a club may support the same project at a school, as long as the beneficiaries (students) are different each year. � Minimum Guarantee of Grant Funding : Qualifying clubs will have a MINIMUM guarantee of 25% of that club’s Annual Fund contribution made 3-years ago (subject to the club equally matching the requested district grant funds). � Multiple Projects : A Club may do more than one district grant project in a year , however, the 25% minimum will still apply to the multiple projects collectively. 9 of 33
District Grants – Overview… � Collaborative Projects : Clubs may collaborate on a district grant project. For purposes of the district grant, the 25% minimum guarantee will pool the amounts for each participating and qualifying club. This will help to increase the minimum guarantee for collaborative projects. However, the 25% minimum guarantee for any qualifying club will be spread over ALL district grant projects that the club may be pursuing in that year. � Funding Amounts : The Grants Sub-Committee evaluates all projects on their merits and makes funding decisions accordingly. 10 of 33
Grant Example � “Club Mojo” contributed $6,000 to the Annual Fund SHARE three years ago. So, in the coming year Club Mojo is GUARANTEED at least $1,500 (25%) for its District Grant project(s). � Why? Because RF keeps $3,000 (50%) and sends back $3,000 (50%) to the District as DDF. Of that, $1,500 (25%) is for District Grants and the other $1,500 (25%) is for Global Grants. � Club Mojo thus has $1,500 guaranteed to use for District Grants (assuming the club will APPLY for a grant or grants and that the club QUALIFIES for the coming year). 11 of 33
Minimum Guarantee Example Rotary Club of Mojo $6,000 to AF SHARE Rotary Foundation District 7680 $3,000 (3-years later) World Fund $3,000 $1,500 earmarked Rotary Club of Mojo for Global Grants $1,500 for District Grant 12 of 33
Multiple Grant Example Rotary Club of Mojo $1,500 Guaranteed for District Grant(s) Option 1 Option 2 Do one project using entire Do two projects splitting the $1,500 District Grant $1,500 District Grant (matched by club funds) (matched by club funds) 13 of 33
Why Give to Rotary Foundation? � Some may question WHY give to the Rotary Foundation? Why not keep the money and use directly for club projects? 1. Multiplier Effect – By contributing to RF, the 25% that comes back for District Grants is essentially doubled by the club. In other words, the club benefits with a 2X multiplier effect. 2. Collaboration – By collaborating with other clubs, the grant request and the scope of the project may be significantly scaled up. 3. For the Cause – Rotary would not exist without the generous support of Rotarians. The RF was recognized by AFP in 2016 as the World’s Outstanding Foundation . Contributions to RF support the many causes of Rotary. 14 of 33
Annual Timeline Important District Grants Event Dates Mar-Apr President-Elect to present preliminary outline proposal at PETS. Notify District Grants Sub-Committee if the club is not going to use 100% of the Mar 1 district funds for their project (approved for the current year). Mar 31 Return all unused grant funds to the District (approved for the current year), if 100% of the grant funds were not utilized. May 15 Deadline to submit current year’s Project Completion Report on DACDB Grants Module. Reports must include descriptions of how the project provided benefit to the community, how it involved Rotarians, how many Rotarians were involved, and a full accounting of project expenditures with all receipts and photos of the project. Jun 15 Deadline for submission of new Rotary year District Grant project application on DACDB. Jun-Jul District Grants Committee to review new District Grants applications. Aug District Grants Committee to notify clubs of grants decisions taking into account eligibility, project details, funding considerations and other factors. Sep-Dec District Grants Committee to disburse approved funds to clubs once grant monies are received from TRF. Clubs to submit detailed Project Interim Report on DACDB (within 6 months after Sep-May disbursement of funds to the club). Submit Final Report by May 15. 15 of 33
DACDB GRANTS MODULE AN OVERVIEW OF THE GRANTS MODULE 16 of 33
DACDB Grants Module � The DACDB Grants Module is designed to manage the entire life cycle of the District Grant process – electronically. � The Grants Module is a tab in DACDB. ALL club members can view grants, or start a grant application. However, only Level-4 Club officers may assign two club grant signatories to enable formal submission. (More on that later…) � DACDB’s Grants Module is for District Grants only . 17 of 33
DACDB Grants Module… � Any club member may start an application in DACDB online within the DACDB Grants Module � Other clubs may partner on a grant project, even if they do not qualify for a district grant project � Clubs must enter project details in DACDB’s Grants module � The District Grants Sub-Committee may request additional information, such as: � Project details � community impact � budget information � and any other information the District considers pertinent 18 of 33
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