Grant Management Seminar 1 District 5930 Grant Management Seminar

Grant Management Seminar 1

District 5930 Grant Management Seminar

Grant Management Seminar

Rotary Foundation Grants

• District grants• Global grants• Packaged grants

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Grant Management Seminar

Global Grants

• Minimum budget of $30,000

• Long-term, sustainable impact

• Active Rotarian involvement

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Grant Management Seminar

Global Grants

• Align with an area of focus• Respond to a need the benefiting community

has identified• Include the participation of the benefiting

community• Are designed to enable the community to help

itself after Rotarians have concluded the work• Have measurable results

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Areas of Focus

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

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Successful Grant Projects

• Meet community needs• Include frequent partner communication• Have implementation plans• Are sustainable• Maintain proper stewardship of funds

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Grant Management

Ensures that projects• Have proper financial control• Adhere to technical standards• Meet the needs of the

beneficiaries• Fulfill their objectives • Safeguard funds

Grant Management Seminar 8

StewardshipStewardship is the responsible management and oversight of grant funds, including: • Rotarian supervision • Financial records review• Oversight of funds• Reporting irregularities• Timely submission of reports

Grant Management Seminar 9

Needs Assessment

• Base project on the community’s need• Assess resources of your club and

potential partners• Talk to the community

Grant Management Seminar 10

Project Planning

• Form a three-person grant committee• Assign roles• Implementation plan• Budget• Contingency plan• Document retention plan

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Creating a Budget

• Realistic• Competitive bidding• Reasonable prices• Disclose conflicts of

interest

Grant Management Seminar 12

Setting Goals

• Measurable• Sustainable• Qualitative (descriptive)• Quantitative (numeric)

Grant Management Seminar 13

Setting Goals

• Gather baseline data• Set goals• Determine method of measurement

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Areas of Focus

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation

Maternal and child health

Basic education and literacy

Economic and community development

Grant Management Seminar 15

Applying for Global Grants

• Two-step application process online• Meet goals of area of focus • Be sustainable• Involve Rotary clubs in two districts• Minimum budget of US$30,000• District confirms club is qualified

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Sustainable Projects

Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended

Grant Management Seminar 17

Conflict of Interest

• Exists when a Rotarian benefits financially or personally from a grant

• Benefit can be direct (the Rotarian benefits) or indirect (an associate of the Rotarian benefits)

Grant Management Seminar 18

Global Grant Financing

• DDF matched 100% with World Fund• Rotarian cash contributions matched

50% with World Fund• Non-Rotarian cash contributions

Grant Management Seminar 19

Financing Guidelines

• Contributions raised by Rotarians• Funds cannot be raised from beneficiaries

in exchange for a grant• Funds cannot come from other grants• Contributions credited to donor

Grant Management Seminar

Global Grant First Steps

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Global Grant Reports: Frequency

• Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant

• Final report within 2 months of completion

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Global Grant Reports: Content

• 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

Grant Management Seminar

It Takes A Toilet!

One Real Grant Sample

Grant Management Seminar

Agra, IndiaHome of the Taj Mahal

Statistics:

While girls attend primary school in roughly equal numbers to boys, the gap widens as they get older

Of the out-of-school children in 2008, 62% were girls; they make up two-thirds of illiterate 15- to 24-year-olds.

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In 10 schools in a primarily Muslim slum area of the city, female enrollment in the middle and high schools was under 25 per school with total enrollment per school of approximately 600

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The Rotary Club of Agra North showed Rotarians of San Antonio North Central the reason:

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The difference?

Before After

Grant Management Seminar

The Measurable Results?

Before

600 students

28 girls

After

600 students

Over 400 girls