Grants Overview RY 2011-12

Grants Overview RY 2011-12

D7610 Club Leadership Training Seminar

May 14, 2011

District Simplified Grant?

Matching Grant?

3-H Grant?

Which Grant?

Which Grant? District Simplified Grant Matching Grant

How big is the project? Up to around $1,000 Must be at least $10,000

Who administers the grant? Our District 7610 District 7610, with The Rotary Foundation

Where will the project take place?

Local or international Must take place outside of the internat’l partner Rotary Club

Is there a partner Rotary Club abroad?

Not required Yes – need a host country partner abroad (you are the int’l partner)

How long will our project take to complete?

Must be a project that can be finished in a year or less

Can take more than a year

Do Grants Terms and Conditions apply?

Yes; and must file report with D7610

Yes; and must file report every 12 months with TRF

Who do I contact for more information?

Joe Akkarajaakara@aol.com

Jim Vollmerjames_vollmer_jv@yahoo.com

District Simplified Grants

• Administered by district leadership

• DDF (maximum 20% of new DDF)

• Local or international projects

• District is sole sponsor

How much District Designated Funds (DDF) was available for

District Simplified Grants this year?

• We had almost $39k in DDF available for District Simplified Grant projects this Rotary Year

• Our District will have used all of this allocated amount – we had 35 Rotary Clubs participating from our District, involving 19 Projects, including three multi-club Projects!

Rotarian’s Charity of Choice 6

District Simplified Grants

Tangier Island Medical Clinic

Matching Grants

• Matched funds for humanitarian endeavors– 1:1 match for DDF– 0.5:1 match for cash

• Local and international sponsors

• Matching Grants (US$5,000 - $25,000)

• Competitive Matching Grants (US$25,001 - $150,000)

How much District Designated Funds (DDF) was available for

Matching Grants this year?

• We had $137,959 in DDF available for Matching Grant projects this Rotary Year

($96,740 for this RY + $41,219 from last RY).

• Our District has used most of this allocated amount after 16 MG applications that were approved, involving 23 Rotary Clubs from our District alone!

Where will all this $$$ go?

For example: • Londrina, Brazil• Wum, Cameroon;• Sunyani Central, Ghana;• Pignon, Haiti;• Kathmandu, Nepal;• Turks and Caicos Islands;• Joniskis, Lithuania;• Rivne, Ukraine;• Odessa, Ukraine;• Smila, Ternipyl, and Bershad, Ukraine;• USA (Virginia); and • Luanshya, Zambia.

Our District 7610 DDF will eventually end up in 15 countries around the world through Matching Grant Projects alone, not to mention countless local communities in our own District through our DSG Projects.

Rotarian’s Charity of Choice 10

Matching Grants

Charlottesville, Albemarle, Blue Ridge Rotary Clubs’ Wum, Cameroon Water Project

Rotarian’s Charity of Choice 11

Matching Grants

McLean Rotary Club’s Guatemala Surgical Equipment

D7610 Rotary Clubs Other Rotary Clubs Project Countries

Albemarle RotaryAlexandria RotaryAshburn RotaryBailey’s Crossroads RotaryBlue Ridge RotaryBurke RotaryCharlottesville RotaryDulles International RotaryFalls Church RotaryFredericksburg RotaryKilmarnock-Irvington-White Stone RotaryMcLean RotaryNorth Stafford RotaryNorthern Neck RotaryLake Ridge RotaryLeesburg RotaryRappahannock-Fredericksburg RotaryReston RotarySpringfield RotaryStafford RotaryWest Springfield RotaryWoodbridge RotaryVienna Rotary

Bamenda-Cameroon RotaryCarshalton RotaryDe Londria Norte RotaryEast London RotaryEast London Sunrise RotaryJoniskis RotaryKathmandu North RotaryKorovohrad RotaryKyiv Multinat’l RotaryLuanshya RotaryNassau Sunrise RotaryOdessa RotaryPeoria North RotaryPuebla NM RotaryQueenstown RotaryRocky Mount Rotary Rovidenciales RotarySt. Andrew North RotarySun City RotarySunyani Central Rotary Yeong Nam Rotary

BahamasBrazilCameroonEgyptGhanaJamaicaLithuaniaNepalSouth AfricaTurks and Caicos IslandUkraineUkraineUSAZambia

Rotarian’s Charity of Choice 13

Matching Grants 2010-11

• D7610 – Sunyani, Ghana Water Supply Project II $25,000• Alexandria - Odessa, Ukraine Health Ctr Minivan 6,000• Alexandria - Joniskis, Lithuania, Playground 3,795• Alexandria – Alexandria, VA, Meals on Wheels 3,390• Alexandria - Pignon, Haiti, School Project 11,358• Ashburn - Ukraine Incubator Project 3,450• Ashburn - Ukraine Orphanage Project 6,227• Falls Church - Jamaican Polio Rehab Project 5,000• Falls Church - Brazil Equipment for Handicapped 1,750• Charlottesville - Cameroon Water Project, Phase III 16,500• Dulles - Zambia Water Project Phase II 10,000

(Cont’d next slide)

Rotarian’s Charity of Choice 14

Matching Grants 2010-11 (cont’d)

• Herndon - Pignon, Haiti, Water Project $10,138• Lake Ridge - Egypt Hospital Project 3,700• Leesburg - Nepal Orphanage Project 5,435• KIWI - Open Arms 4,250• Rappahannock - Bahamas Autism School 1,325• Rappahannock - South African Boys Homeless

Shelter 600• Rappahannock - Turks and Caicos Islands

Orphanage Project 3,000

3-H Grants

• Long-term, self-help benefits• Integrative approach• Rotarian and beneficiary

participation • 2-4 years• Previous Matching Grant

partnership• 10% minimum contribution

How Does Timing Work Out? District Simplified Grant Matching Grant

When should we start planning for the project?

President-Elect of Rotary Club should start thinking about it as July approaches.

It takes about a year to plan the project and get everything in place.

When should the Rotary Club submit final application to District?

From 7/1 of new RY to 8/15. Plan to submit application to the District by May or June, so that the District may then submit the final signed application to TRF by 7/1 of the new RY.

Once submitted, when is approval notified?

1 – 2 months 1 – 2 months

Once approved, when is money sent?

Fall of new RY 1 -2 months

When should Report be filed

Interim Report by winter, and the Final Report by May 1

Every 12 months

Keys to Success

• Project meets real needs of receiving community• Project plan with goals and anticipated outcomes • Rotarian, club, district, and community support• Effective partnerships and communication• Proper fiscal oversight – Rotarian participation and

STEWARDSHIP!!!

Join Your Fellow Rotarians in Implementing a Humanitarian Grant

Project• Develop a Project Idea –

give yourself plenty of time• Find out what’s needed and

how much funds you need • Find a partner here and

broad• Call someone in the Grants

team• Work out details of the

project and fill out the application

Humanitarian Grants Terms and Conditions

• Humanitarian projects

• Rotarian participation in projects

• Development of Rotary networks

• Spend consistently with TRF guidelines and approved application

• Vigilant oversight

Appropriate Use of Funds

• Construction/renovation

• Purchase of land or buildings

• Salaries of cooperating organization employees

• Cooperating organization expenses

• Post-secondary education

• International travel (except VSG & 3-H)

Inappropriate Use of Funds

• Establishment of foundation or trust

• Personal benefit

• Duplication of TRF or Rotary program

• Reimbursement of existing project

• Excessive support of beneficiary

• Inauguration parties or meetings

Inappropriate Use of Funds

Stewardship

• TRF funds - sacred trust

• Competent and thorough supervision

• Standard business practice

• Implementing projects as approved

• Financial review of projects

• Timely and complete reporting

• Reporting irregularity to TRF

District Leadership

District Rotary Foundation Committee Chair: PDG Travis White (incoming – PDG Chuck Davidson)

• Authorize DDF• Submit District Simplified Grant requests• Maintain DDF records

District Governor: DG Ron Marion (incoming – DGE Jon Allan)• Jointly authorize DDF with DRFCC

District Grants Subcommittee: Chair, Suyong Min• MG Chair Jim Vollmer, DSG Chair Joe Akkara• Certify applications for completeness• Authorize district-sponsored grant applications

www.rotary.org

http://www.rotary7610.org/grants.htm

Resources

District Simplified Grants? Joseph A. AkkaraTel. (703) 205-0577, jaakara@aol.com

Matching Grants? Jim VollmerTel (703) 964-6402, james_vollmer_jv@yahoo.com

Grants in General? Suyong MinTel (703) 383-0563, suyongmin@aol.com

Questions???

District Simplified Grants(DSG)

The District Simplified Grant program supports service activities and humanitarian endeavors of your Club, including the International ones.

DSGs are funded solely by District Designated Funds, which are funds that result from your contributions to The Rotary Foundation's (TRF) Annual Programs Fund.

It is your contributions to the Annual Fund that make up the DSG funds possible.Thank you for your continued support !!!

•Project must be new

Not a project that was funded by DSG earlier.

Not a project that your Club has done in the past, or has been doing annually.

It should be substantially different.

It could be new thrust area of a larger project.

If in doubt, please ask.

•Project must be new

Not a project that was funded by DSG earlier.

Not a project that your Club has done in the past, or has been doing annually.

It should be substantially different.

It could be new thrust area of a larger project.

If in doubt, please ask.

REQUIREMENTS

•Active Participation by Rotarian

REQUIREMENTS (Coninued)

Rotarians must be actively engaged in various phases of the project.

Planning, organizing, fundraising, publicity, execution, reporting and review.

Analysis: What went right and what went wrong.

The project must not be a simple pass-through, whereby grant funds are simply awarded to another organization.

Rotarians must be actively engaged in various phases of the project.

Planning, organizing, fundraising, publicity, execution, reporting and review.

Analysis: What went right and what went wrong.

The project must not be a simple pass-through, whereby grant funds are simply awarded to another organization.

REQUIREMENTS (Coninued)

•Project must NOT fund the following:•Project must NOT fund the following:

Building of any structures. (houses, schools, work places, etc.), or any structures attached to such structures (hoses, plumbing, electricity lines, etc.)

Administrative expenses of another organization.

Stipends of any kind.

International travel costs (plane tickets, train tickets, etc.).

Building of any structures. (houses, schools, work places, etc.), or any structures attached to such structures (hoses, plumbing, electricity lines, etc.)

Administrative expenses of another organization.

Stipends of any kind.

International travel costs (plane tickets, train tickets, etc.).

Applications: 2010-11

• Eight International Projects with 17 clubs (5 in 2009-10)

• Five Literacy Projects (9 in 2009-10)• Five Health related • Thirteen Community Projects (13 in 2009-

10)• Six Multi-Club Projects- 2 to 12 Clubs per

team (2 in 2009-10)

Applications: 2010-11

• Twenty two project (24 last year)• Forty five Clubs Participated (31 last year)• Requested from the DSG $60,535 ($45,048) • Contribution by Clubs $21,866• Contribution by Others $13,107• Total amount budgeted $95,508• Total Projected expenses > $130,000• DSG funds available $39,000

Final Report Final Report

•Narrative statement with project outcomes clearly defined.•Information regarding the impact of the projects on the beneficiaries.•Full description of Rotarian oversight, management and involvement in the project.•Statement of income and expense (receipts/bank statements). •Detailed narrative describing the implementation of the projects and how experiences gained will inform/guide the district for the next Rotary year.•Final Report should be signed by the Project coordinator and the Club President.

Final Report (cont.)

• Financial Report

Currency Used: Exchange Rate: = 1 USD

Income

Sources of Income Currency Amount

1. DSG funds from the District  =   xxxx.00

2. Other funding (specify)    =      xxxx.00

3. 

    Total Project Income =

Final Report (cont.)

• Financial Report (Continued)

Currency Used: Exchange Rate: = 1 USD

Expenditure (be specific and add lines as needed)

Budget Items Name of Supplier Currency Amount

1.      

2.  

3.               

Total Project Expenditures    xxxx.00 xxxx.00   

DSG Application 2011-12(REQUIREMENTS)

•Application Deadline: August 15, 2011.

•Grant maximum $1000.00 per Club.

•Clubs are required to match a minimum of $100.00, even if the requested amount is less than $1000.00.

•Clubs may submit Team projects, but the grant maximum and club match requirements apply for each club.

•Application Deadline: August 15, 2011.

•Grant maximum $1000.00 per Club.

•Clubs are required to match a minimum of $100.00, even if the requested amount is less than $1000.00.

•Clubs may submit Team projects, but the grant maximum and club match requirements apply for each club.

DEADLINES 2011-2012

• Submit on or before Aug. 15, 2011

• Progress Report: Jan, 1, 2012

• Final Report: May 1, 201

MG Handouts

D7610 Club Leadership Training Seminar

May 14, 2011

Humanitarian Grants Terms and Conditions

MG Application

Project Description

MG Application

Host & Int’l Partner Rotary Club Contact Information

MG Application

Project Budget

MG Application

Project Financing

MG Application

Project Planning

MG Application

Authorizations

MG Application

More signatures!

Guide to Matching Grants