trf global grants district 5470

Grant Management Seminar 1

TRF Global GrantsDistrict 5470

Grant Management Seminar

Rotary Foundation Grants

• District grants• Global grants• Packaged grants

2


Successful Grant Projects• Areas of Focus• Real community needs Needs assessment• Frequent partner communication• Implementation plan • Sustainable• Proper stewardship of funds• Measureable goals• Proper stewardship of funds


Proposals

Multi-step process:• Submit a brief proposal to D-5470 Global

Grants Committee • Submit short online proposal to TRF. The

proposal should provide an overview of the grant activity's objectives and demonstrate how the activities fit within an area of focus. This process is designed to increase the acceptance rate of grant applications.

• If accepted submit more detailed online application. - changed


New global grants application process

The proposal requirement for global and packaged grants has been eliminated for the full launch of the new grants model.

The proposal is being replaced with a tutorial called First Steps to help Rotarians understand the basic requirements of global and packaged grants before they apply.


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


Application

Rotarians will submit an online application that provides the Foundation with more detailed grant activity and budget information. (Depending on the award amount or complexity of the project, the Foundation may request additional details.) Applications requesting a World Fund award (match) of more than US$100,000 will be reviewed by the Trustees quarterly. The following dates will be used to determine at which Trustee meeting applications will be reviewed:


Global Grant Conditions

Activities must be sustainable and measurable.Activities should stem from real community

needs.Global grants must be sponsored by two Rotary

clubs or districts.Both partners must be actively involved in the

planning and implementing of all global grants.

http://www.rotary.org/RIdocuments/en_pdf/fv_global_grants_sustainability_principles_en.pdf


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


Needs Assessment

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

potential partners• Talk to the community


Sustainable Projects

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


Funding

The minimum award amount from the World Fund for a global grant, regardless of activity type, is US$15,000, which results in a minimum total financing of $30,000.

Maximum TRF award is $200,000.00


Global Grant Financing

• DDF matched 100% with World Fund• Rotary Club cash contributions matched

50% with World Fund• Non-Rotarian cash contributions (not sent

to or matched by the Foundation)


Sample Grant FundingContributions Rotary Foundation MatchDistrict 5470 Designated Funds (DDF): $ 10,000.00 ----- $10,000.00Rotary Club “A” Funds: $ 5,000.00 ------ $ 2,500.00Rotary Club “B” Funds: $ 5,000.00 ----- $ 2,500.00Cooperating Organization Funds: $ 1,000.00 ---- $ 0.00 $ 21,000.00 + $ 15,000.00*

= $ 36,000.00* (Project

Funding) *Satisfies Minimum Match of $15,000.00 and Minimum Project Total of

$30,000.00


GLOBAL GRANT FUNDING TEMPLATE

TOTAL PROPOSED TRF FUNDING FOR HOST AND INTERNATIONAL SPONSOR CLUBS AND DISTRICTS MUST MEET OR EXCEED $15,000.00 TO BE FUNDED BY TRF FUNDS

GLOBAL GRANTS FUNDING TEMPLATE

PLEASE USE THIS TEMPLATE AS A TOOL WHEN WORKING TO ESTABLISH FUNDING LEVELS BY ALL PARTNERS

Typical Grant Funding Example OR Variable Grant Funding Sample with EQUAL participation by With UNEQUAL participation individual Club and District By BOTH Districts Host Club Commitment Host Club Commitment TRF Match 50% $ - TRF Match 50% 50% $ - Host DDF 100% $ - Host DDF Variable TRF Match to Host DDF 100% $ - TRF Match to Host DDF 100% 100% $ - Sponsor Club Commitment Sponsor Club Commitment TRF Match 50% $ - TRF Match 50% 50% $ - Sponsor DDF 100% $ - Sponsor DDF Variable TRF Match to Host DDF 100% $ - TRF TOTAL $ - TRF Match to Host DDF 100% 100% $ - TRF TOTAL $ - needs to exceed $15,000 Total Grant Funding Amount $ - Total Grant Funding Amount $ -

PLEASE NOTE:

Insert the amount to be contributed by each Club partner and District into the colored cells to find out the total amount of the proposed grant, and to find out the amount of TRF funding to see if you have reached the TRF minimum.

TOTAL PROPOSED TRF FUNDING FOR HOST AND INTERNATIONAL SPONSOR CLUBS AND DISTRICTS MUST MEET OR EXCEED $15,000.00 TO BE FUNDED BY TRF FUNDS

All dollar amounts have been rounded up to the next dollar for use in these examples.


Financing Guidelines

• Cash contributions must come from orbe raised by Rotarians

• Funds cannot be raised from beneficiaries in exchange for receiving the grant

• Funds cannot come from other grants• Contributions should be credited to donor


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


Global Grant Proposal Form


Project Planning

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


Creating a Budget

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

interest


Setting Goals

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


Setting Goals

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


Applying for and Implementing a Grant


Areas of Focus

Peace and conflict prevention/resolution

Disease prevention and treatment

Water and sanitation


Basic education and literacy

Economic and community development


Sustainable Projects

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


Developing Sustainable ProjectsSustainability means different things to different organizations. For The Rotary Foundation, sustainability means

providing long-term solutions to community needs that the benefiting community can maintain after grant funding ends. Global grant projects must be sustainable and display the following characteristics:

CommunityNeeds/

Strengths

Have local sponsors conduct

a thorough assessment of the community’s needs

to identify a need that sponsors

are able to support and that

meets beneficiaries’ needs and fits

their values and culture. Involve

multiple communitypartners in the

planning process.

Materials/Technology Funding Knowledge Motivation Monitoring/

Evaluation

Purchase equipment andnew technology

from local sources,when possible.Ensure spare

parts are readilyavailable.

Involve communitymembers when

selectingtechnology or

equipment, andtrain them to

operate, maintain,and repair it on

their own.

Confirm local funding source

to provide long-term operation,

maintenance, repair, and

project longevity. Compensate

project participants appropriately

for their work to ensure continuity

of services.

Provide training, education, and

communityoutreach to strengthen

beneficiaries’capacity to meet

project objectives. Confirm that

recipients have a plan to transfer

knowledge to new beneficiaries.

Collaborate withlocal agencies/ organizations to

supply expertise, as needed.

Provide incentives for beneficiaries

and project participants to

continue ongoing support. Identify personnel willing

to lead beneficiaries to sustain project

outcomes.Prepare the

community to assume ownership

of the projectonce global grant

funds are fully expended.

Develop clear andmeasurable

project objectives,and identify methods for

collecting projectdata. Establish

baseline data for evaluation capable of demonstrating

significant change for at least three

years.

Global Grant Timeline

Planning Implementation Reporting


Handout included in packet


Global Grant First Steps

28


Application


Implementation

• Communication• Financial

management plan• Recordkeeping• Following original

plan


Evaluation

• Assists with reporting• Improves future projects• Based on goals • Ongoing process• Identifies successes


Oversight and Reporting


Financial Management Plan

• Bank account for funds• Distributing funds• Use checks/bank cards to track funds• Detailed ledger• Include local laws


Resources

• Document retention worksheet• Financial management plan worksheet• Transferring custody of a bank account• More on Rotary.org

Included in handouts


Document Retention

• Provide access• Retain for a minimum of five years• Make copies


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


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


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)


Global Grants Training

March 16 – CarbondaleMarch 23 – SalidaApril 3 - DurangoApril 6 – Colorado Springs


Packaged Grants

Work with strategic partnersPredesigned projectsWorld FundAligned with an area of focus

Grant Management SeminarDistrict Rotary Foundation Seminar

Strategic Partners

Global scope of workNGOs, universities, corporationsExpertise in an area of focusFormal relationship to secure resourcesEnhance service opportunities through

packaged grants


Packaged Grants

Rotarians involved with• Needs assessment• Technical expertise• Service• Promotion• Monitoring and evaluation


Packaged Grants

For clubs and districts Predesigned projects Funded by World Fund and strategic

partnerEducational and humanitarian activitiesRotarians focus on implementation


Oikocredit

• Provides funds to microfinance institutions

• Economic and community development


• Connect Rotary clubs and microfinance institutions

• Training activities – humanitarian projects

• Available in India, Philippines, Uruguay

Developing Local Entrepreneurs


Aga Khan University

• 11 campuses in eight countries

• Curriculum reflects local community needs

• Maternal and child health


Training Health Educators

Vocational training teams to train nurse educators

Available in Kenya, Uganda, Tanzania



Nursing Scholarships

Campuses in Kenya, Uganda, Tanzania


http://www.aku.edu/admissions/undergraduate/nursingandmidwifery/eastafrica/uganda/postrnbscnprogramme/pages/postrnbscnprogramme.aspx


• Operates hospital ship Africa Mercy

• In port in one country for about one year

• Disease prevention and treatment

Mercy Ships


• Support the Africa Mercy• Upcoming ports: Togo

and Guinea• Vocational training

teams• Disease prevention

and treatment

Medical Service and Training


• Postgraduate water education institution

• Global student body• Campus in the

Netherlands• Water and sanitation

UNESCO-IHE


• Study in the Netherlands

• 18 months • Building long-term

connections in the student’s home country

Water Scholarships

trf global grants district 5470

Documents

grant management seminar1july

grant funds

detailed grant activity

grant activitys objectives

global grants committee

trf global grantsdistrict

new grants model

detailed online application