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2014
GLOBALGRANTS
2014
2014
• Global Grant basics• How to select/design a Grant• Significant rules• Learn how to apply for a Global
Grant and get it Approved• Execution• Reporting
TOPICS/GOALS FOR THIS SESSION
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• Qualify your Club• Find or Create a Global Grant• Apply for District Match (DDF)• Apply for World Fund Match• Implement the Project• Report• Spread the Word
PROCESS OVERVIEW
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CLUB QUALIFICAT
ION
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• Attendance by at least one Club member at the District’s Grant Management Seminar.
• Club Memorandum of Understanding read, understood, and signed by future
Club President (2014-2015)President-elect (2015-2016 President)
• Club must be current on all grant reporting.
• Club must be current on District dues.• Club must be current on RI dues.
CLUB QUALIFICATION
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GLOBAL GRANTBASICS
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It is a large-scale project that• Aligns with an Area of Focus• Responds to a need that the benefiting
community has identified• Includes the active participation of the benefiting
community • Is designed to enable the community to help itself
after the Rotary club has concluded its work• Has measurable results
WHAT IS A GLOBAL GRANT?
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• It is carried out by two Qualified Rotary clubs in different countries.
• The Host Sponsor Club is in the area where the project takes place.
• The International Sponsor Club is the supporting club.
• Project funding comes from• Rotary clubs, other organizations, and individuals• District Designated Funds (DDF)• World Fund Match
HOW IS A GLOBAL GRANT ORGANIZED?
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• Humanitarian
• Global Scholar
• Packaged Grants
TYPES OF GLOBAL GRANTS
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• Cash provided by Clubs, Members, and other sources.
• District Designated Funds (DDF) Match• Matches Club and Member cash up to $10,000 per
club, if allocated by the DRFC.• Clubs can cooperate to handle larger projects.
• World Fund Match• Cash is matched at 50%• DDF is matched at 100%
HOW PROJECTS ARE FUNDED
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• Contributions to the Annual Program Fund-SHARE from the Rotary clubs in a District are directed into two funds:
• Fifty percent is credited to the World Fund to provide the “World Fund Matches” for Global Grants.
• Fifty percent is credited to the District’s “District Designated Fund” for allocation to District and Global Grants.
• This happens three years after the money is donated, and Rotary uses the income to pay for Operations in the meantime.
CONTRIBUTIONS TO THE FOUNDATION
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FUNDING EXAMPLE: MINIMUM PROJECT
Cash DDF Totals
$10,000(Club, etc.)
$10,000(District)
$20,000
Word Fund $5,000 $10,000 $15,000
Total Project
$35,000
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• Must support Rotary’s Mission Statement.• Must deal with at least one of Rotary’s
Areas of Focus.
ROTARY GLOBAL GRANT REQUIREMENTS
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Peace and conflict
prevention/resolution
Disease prevention and treatment
Water and sanitation
Maternal and child health
Basic education and literacy
Economic and community
development
AREAS OF FOCUS
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• Must support Rotary’s Mission Statement.• Must deal with at least one of Rotary’s
Areas of Focus.• Must be large enough to require at least
$15,000 World Fund Match ($35,000 project minimum).
• At least 30% of project funding must come from outside the Host country.
ROTARY GLOBAL GRANT REQUIREMENTS
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• Club cash will be matched by DDF on a 1:1 basis up to $10,000 per Club for approved projects.
• Project Description and Financing must be posted on the District Global Grants website.
• The project must be fully pledged to be considered for DDF.
• Projects will be evaluated quarterly, starting July, 2014, as long as there is DDF available.
• A Club may sponsor more than one Global Grant.
• Clubs can partner to create larger projects.
DISTRICT 5340 GRANT POLICIES
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FINDINGA
PROJECT
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• The best projects build on existing relationships and past successful projects.
• Consult with a “Friends of District ______” contact.
• Find new partners and projects on the District Global Grants website.
• Go to a Global Grant Fair• Visit exhibitors at the RI Convention• Involve your club members and board in the
selection process.
FINDING A PROJECT
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GLOBAL GRANT “FRIENDS OF __________”
District Coordinator
3000, India (Tamil Nadu) Dee [email protected]
4100, Mexico Bill [email protected]
4400, Ecuador David [email protected]
9211 & 9212, East Africa Philippe [email protected]
9370, South Africa Marty [email protected]
3400 (3420), Indonesia Kathleen [email protected]
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• Before committing to a partnership with a new Host Club, correspond with the club and determine the timeliness and quality of their responses.
• Find out how much experience the Host Club has had with Global Grants.
• Contact the TRF Staff Person for the region of the project and make sure the Host District is Qualified, and that the Club has no delinquent projects.
VETTING A NEW CLUB
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• Understand the needs of the community.• Make sure the community is involved in
planning and execution.• Define Project Measurements and establish
a baseline.• Make sure there is a way to achieve
Sustainability.• Make sure that everyone understands the
Stewardship requirements, particularly how the money is handled, and records are kept.
CREATING A PROJECT
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APPLYING FORDISTRICT
DESIGNATED FUNDS (DDF)
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• On the District’s Global Grants website:• Submit the Project.• Complete the Description in some
detail.• Include a preliminary budget.• Discuss Measureability• Discuss Sustainability
• On the Financing page, enter known pledges.
• Work to get the project fully pledged.
APPLYING FOR DDF
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http://www.matchinggrants.org/global
DISTRICT GLOBAL GRANTS WEBSITE
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• Meets a well-defined significant need.• Deals with a Rotary “Area of Focus”• Efficiency (people served/$ DDF)• Community involvement• Rotarian involvement• Sustainability• Overall quality of proposal/planning• Annual Fund giving
EVALUATION CRITERIA
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APPLYING FOR
WORLD FUNDMATCH
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• This is the second year of the new system and we’ve learned a lot.
• There are two challenges:• Mastering the website• Getting Grant approval – with the first draft!
• We have the information and tools to handle both challenges.
THE CHALLENGES
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• Agree on a name for the project.• Identify a Primary Contact person from each
club.
(Those people should be somewhat computer savvy, because they will be the only ones at the club level who can access the project.)
• Identify two additional members from each club to serve on each club's Project Committee.
GETTING STARTED
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GLOBAL GRANT FIRST STEPS
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GLOBAL GRANT FIRST STEPS
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APPLICATION
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APPLICATION
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• The Grant Application Tool contains a series of questions that allows you to describe your project.
• We have found that there are a particular set of issues that are of most interest to the staff reviewers.
• Make sure you deal with the following six areas in a way that the reviewer knows you are doing it, and doing it well.
THE APPLICATION
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THE TOP 6
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• Keep it simple.
• Make it specific.
• More than one Area of Focus is not necessarily a plus.
6. AREA OF FOCUS SUPPORT
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• Describe how the local community was involved in assessing the need, and planning the project.
5. COMMUNITY INVOLVEMENT
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• Describe the role of both the Host and International Rotarians in conceiving, planning, and executing the project
4. ROTARIAN INVOLVEMENT
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• Show specifically what kinds of items will be purchased for the project.
• Provide for Overhead, Contingency and Project Measurement as allowed by the Terms and Conditions document.
• Do not include Needs Assessment.
3. THE BUDGET
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• Establish numerical goals that you can measure, and set baselines for those goals.
You will be given suggested choices, depending on your Area of Focus.
2. MEASURABILITY
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• Show how the project will be self-sustaining, or benefits maintained after the Rotary money has been expended.
1. SUSTAINABILITY
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• Community: Needs and Strengths• Materials & Technology: Local if possible• Funding: Long term• Knowledge: Training & Outreach• Motivation: Incentives & Ownership• Monitoring: For at least three years
SIX PILLLARS OF SUSTAINABILITY
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EXECUTINGTHE
PROJECT
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• Set up Project Bank Account.• Collect pledges.• Send money to TRF using a Multiple
Donor Form for each club contributing.• Get special MOUs signed.• Spend money on project only after TRF
has transferred funds to the Bank Account.
WHEN PROJECT IS APPROVED BY TRF
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• Applications for DDF and World Fund match can be entered into each system now.
• Evaluations for DDF will occur quarterly starting in July, as long as there is DDF available.
• From DDF approval to RI Application approval: six months.
• From RI approval to completion of fundraising: six months.
• An overdue project may lose its DDF allocation.• Progress Report due every 12 months.• Final Report due two months after project
completion.
TIMELINE FOR 2014-2015
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REPORTING
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• A Progress Report is due 12 months after TRF funds are disbursed, and every 12 months thereafter.
• The Final Report is due two months after completion of project and includes an explanation of variances greater than 10%.
• Reports are submitted online through RI Member Access, completing the appropriate forms plus uploads.
• Bank statements for all expenses are required for both Progress and Final Reports.
REPORTING
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• How partners were involved• Type of activity• Evaluation of project goals• How “Area of Focus” goals were met• How funds were spent• Number of beneficiaries and how
they benefited.
REPORT CONTENT
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• A late District or Global report will prevent the consideration of a Club for District Designated Funds (DDF).
• A late Global Grant report will prevent any approvals by TRF for that club.
• Too many late Global Grant reports within the district will prevent any action by TRF for any club.
DON’T BE LATE!
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• You and your Host Club have completed your Global Grant Project.
• Now tell the world about it.• Upload pictures and stories.• Write a press release.• Offer to do Club presentations• Write an article for the Rotarian.
CONGRATULATIONS!
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RESOURCES
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• Grant Management Manual
• Terms and Conditions for District and Global grants
(More documents and links will be posted on the Rotary Foundation page on the district website.)
TWO MAIN REFERENCES
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Questions
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