TRF Mission and Motto
Doing Good in the World
… to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,
and the alleviation of poverty.
COL Endorsed April 2007
Foundation Training Nov 2014 Slide 2
Areas of Focus
Goodwill and Peace
1. Peace & Conflict Resolution/Prevention
Health
2. Disease Prevention & Treatment
3. Water & Sanitation
4. Maternal & Child Health
Education
5. Basic Education & Literacy
Alleviation of Poverty
6. Economic & Community Development
Foundation Training Nov 2014 Slide 3
Foundation Training Nov 2014 Slide 4
District GrantsGlobal GrantsPackaged Grants
- ended October 2014
Grant Types
Foundation Training Nov 2014 Slide 5
Rotary Foundation District Grants
• Simple, flexible, innovative
• Educational and humanitarian projects and activities consistent with mission
• Smaller activities and projects
• Local decision making with broader guidelines
• Basically what was formerly known as a District Simplified Grant
• Submitted electronically via application on District website www.rotary7750.org/grants
Foundation Training Nov 2014 Slide 6
Examples of Activity
District Grants — Mission-related
• Exchange of mixed profession vocational training teams with another district (traditional GSE)
• International travel for local doctor to volunteer at a clinic
• Scholarship for student to attend local or international university (traditional scholar)
• Donating art supplies to assist youth after-school program
• Send ShelterBox containers in response to natural disaster in another district
Foundation Training Nov 2014 Slide 7
Rotary Foundation Global Grants
• Long-term projects
• Align with one or more Areas of focus
• Active Rotarian participation
• $30,000 minimum budget
• Sustainable and measureable outcomes
• International partnerships required for club- and district-developed grants
• Adhere to Terms & Conditions of Grants
• Submitted electronically via RI website
Foundation Training Nov 2014 Slide 8
Rotary Foundation Global Grants
Areas of Focus-related
• International safe drinking water, sanitation, and hygiene education project
• Send scholar abroad to enroll in water engineering degree program
• International malaria project to distribute bed nets and malaria treatments and provide malaria prevention educ.
• Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy
Foundation Training Nov 2014 Slide 10
ANNUAL PROGRAMS FUND
SHARE
District Grants
50% (max)
District Designated
Fund
50% 50%
World Fund
50% (min)
Global Grants(World Fund match to DDF and cash)
Funding Model
Other (Cash, DAF, Permanent
Fund)
District Controlled Trustees Controlled
How are we using our District Designated Funds?
Global Grants already funded with DDF
GG1416839 Olanchito, Honduras water project $ 17,636.00 GG1412747 Santa Cruz, Virginia, Honduras water project $ 25,215.00 GG1411471 Zanmi Agrikol Family Assistance Program in Haiti $ 31,523.00 GG1418398 Usulutan, El Salvador water project $ 15,000.00 GG1415095 Honduras water project (Primary-Jacksonville, FL) $ 17,750.00
Uncommitteed DDF for 2014-15 $ 200,686.00
District Grant 2014-15 $ 76,220.00
PolioPlus contribution Suggested donation of 20% DDF $ 30,744.00
New Global Grant projects needing funding
Sigourney Woodfork Scholarship $ 15,000.00 Area 8 Guatemala Fuel Efficient Stove project $ 15,000.00 Mirebalais High School Sanitation in Haiti $ 23,888.00 Honduras water project (s) (Copan/Marcala) $ 30,000.00
DDF Balance (carry over to 2015-16 year) $ 9,834.00
Foundation Training Nov 2014 Slide 12
Global Grant 1411471Zanmi Agrikol Family Assistance Program
Sponsored by the Rotary Club of Greenville
Foundation Training Nov 2014 Slide 13
Global Grant 1412747Santa Cruz Virginia, Honduras Water Project
Sponsored by the Rotary Club of Fort Mill
Foundation Training Nov 2014 Slide 14
District Grants 2014-15
Club Project Anderson EAFK
Aiken Stoves/GuatemalaAiken Sunrise DictionariesBatesburg-Leesville DictionariesClemson Stop Hunger NowEasley Fam. Prom. PlaygroundEmerald City Grace Park/PlaygroundFair Play Community KitchenFort Mill Conflict Resolution
Foundation Training Nov 2014 Slide 15
Club ProjectGaffney Stop Hunger NowGreater Anderson Summer CampGreater Greer Scholarship Program Greater Greer Josh the OtterGreater Greer CIS After SchoolGreenville EAFK Greenville East Frazees DreamGreenville Evening EAFK Greenwood Stop Hunger NowLake Wylie Science Garden
Foundation Training Nov 2014 Slide 16
District Grants 2014-15 (continued)
Club ProjectLaurens Snack Pack ProgramMauldin Fr. College ScholarshipNewberry County LibraryNorth Augusta Pacay SchoolNorth Greenville Green Life VillagePickens County Book FloodRock Hill Little Free LibraryRotary 7750 GSE PhilippinesSeneca Scholar recognitionSpartan West Nurse PartnershipTwin City Guatemala HDCP School
Union E Books
Foundation Training Nov 2014 Slide 17
District Grants 2014-15 (continued)
Foundation Training Nov 2014 Slide 18
Qualification
• Clubs and districts must be qualified to receive Rotary Foundation funds
• Ensures proper legal, financial, and stewardship controls of grants
• Qualification process is simple
• Goal for every club in the district is to become qualified
Foundation Training Nov 2014 Slide 19
Qualification Requirements
• Attendance at grant management seminars
• Agreement with club MOU
• Submission of signed club MOU
• No overdue reports from previous projects
Terms of Qualification
• Qualification valid for one Rotary Year
• Club as an entity is responsible for use of funds
• Disclose potential conflicts of interest
• Cooperate with all audits
• Proper use of grant funds
Foundation Training Nov 2014 Slide 20
Maintaining Qualification
• Follow terms of club MOU
• Fully implement stewardship and grant management practices to prevent misuse of funds
• Appoint a club member or committee to manage club qualification
Foundation Training Nov 2014 Slide 21
Foundation Training Nov 2014 Slide 22
District Grant Eligibility Requirements
• Club must: – Be qualified
– Meet submission date deadline of April 30, 2015
– Match dollar for dollar grant money
– Meet minimum per capita giving levels to the Foundation
Foundation Training Nov 2014 Slide 23
District Grant Eligibility Giving Levels
Giving Level Grant Eligibility
$25 - $49 $1,000
$50 - $99 $2,500
$100 or higher $5,000
Top 5 giving clubs Up to $5,000
more
Foundation Training Nov 2014 Slide 24
2015-2016 Rotary Year Schedule
• November 7, 2014 – Grant Management Training
• January 31, 2015 – Grant Management Training
• February 1, 2015 – District releases advertisement for District Grant applications
• April 30, 2015 – Deadline for District Grant applications from Clubs to District
• June 1, 2015 – Grant awards published by District
• August 1, 2015 – Targeted distribution of District Awards
• March 31, 2016 – Deadline for completion of District Grants and filing of final reports
Grants Management
• Administered with proper financial controls
• Adhere to superior technical standards
• Guided by humanitarian and educational principles
• Meet the needs of the beneficiaries
• Fulfill their objectives
• Safeguard donors’ funds
Foundation Training Nov 2014 Slide 26
Stewardship
• Responsible management and oversight of grant funds, including:
– Rotarian supervision of project
– Following standard business practices
– Reporting of irregularities to TRF
– Implementing projects as approved
– Financial records review
– Timely submission of reports
Foundation Training Nov 2014 Slide 27
Successful Grant Projects
• Meet real community needs
• Have frequent partner communication
• Have implementation plan with measurable goals and outcomes
• Are sustainable projects that continue after grant funds have been expended
• Practice proper stewardship of grant funds
Foundation Training Nov 2014 Slide 28
Who’s Who
• Host club: club in country where project will take place
• International partner club: club outside country where project will take place
Foundation Training Nov 2014 Slide 29
Needs Assessment – Host Club
• Talk with members of the community
• Trust local knowledge
• Assess your club’s resources (time, money, manpower)
• Use available community resources
• Think long-term
• Select project based on community’s needs
Foundation Training Nov 2014 Slide 30
International Partner Club
• Good communication is key!
• Search for partners who have identified a need and invested in the project
• Establish good relationship with host club prior to starting project
• Identify and resolve communication issues
• Maintain frequent contact with host club
• Frequent contact with other partner clubs
• Keep Grants Chair and/or DRFC updatedFoundation Training Nov 2014 Slide 31
Project Planning
• Form a three-person grant committee
• Assign roles & responsibilities
• Set S.M.A.R.T goals– Specific, Measurable, Attainable, Relevant, Timely
• Create a budget
• Create an implementation plan
• Have a contingency plan
– Murphy’s Law is alive and well
Foundation Training Nov 2014 Slide 32
Applying for a Global Grant
• Complete qualification requirements
• Review “First Steps” document RI website
• Create and submit grant application through
• Member Access
• Minimum project budget of US$30,000
• District must confirm club is qualified
Foundation Training Nov 2014 Slide 33
Applying for a Global Grant
• Project proposal must be submitted to District Grants Chair and/or DRFC first
• District confirms club is qualified
• Must include amount of DDF requested
• When approved by DGSC and/or DRFC, submit online application to TRF
Foundation Training Nov 2014 Slide 34
Successful Project Implementation
• Communication
• Financial management
• Record keeping
• Following original plan
Foundation Training Nov 2014 Slide 35
Foundation Training Nov 2014 Slide 36
Leveraging
Clubs are encouraged to work together in securing grant funding in order to:
• implement larger grant projects• fund the minimum amount• ensure long-term and sustainable impact
Foundation Training Nov 2014 Slide 37
Club(s) RI Foundation
District 7750• Notification to district that this
contribution is in honor of a specific global grant project, such as Haiti, Honduras, or El Salvador projects
• District allocates funds from 2015 DDF and applies towards the specific club grant
• Foundation matches DDF 1:1
In 2018 TRF returns 50% of the 2015
district contributions to APF-SHARE
Advantages:•Clubs are recognized as partners•Clubs have no specific administrative responsibilities•Clubs gain firsthand insights and experience of the global grant process
Partnering