TRF Global Grants District 5470

1. TRF Global GrantsDistrict 5470

2. Rotary Foundation Grants • District grants • Global grants • Packaged grants – no longer exist

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

4. Proposals • Multi-step process: • Submit a brief proposal to D-5470 Global Grants Committee • Submit more detailed TRF online application (after taking online tutorial)

5. 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$30,000 • Minimum TRF match US$ 15,000 • District confirms club is qualified

6. 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: 2 June 2016 - Trustees meeting (Seoul, Korea) • October 2016 • January 2017 - Trustees meeting (San Diego, California, USA) • April 2017 - Trustees meeting

7. 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.

8. 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

9. Needs Assessment • Base project on the community’s need • Assess resources of your club and potential partners • Talk to the community

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

11. 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

12. Global Grant Financing • DDF matched 100% with World Fund • Rotary Club cash contributions matched 50% with World Fund • Non-Rotarian organizations’ cash contributions (no benefits from project) matched 50% • Non-Rotarian organizations’ cash contributions (involved in project - not matched by the Foundation)

13. TRF Funding Change 7-1-2015 • Annual Fund: • 50% DDF • 50% World Fund (5% Operating Reserve – if not needed back to World Fund

14. GG Funding Change 7-1-2015 • 5% set aside for cash contribution (to pay for processing, currency conversion fees, etc) • Up to 10% set aside for large corporate gifts

15. Sample Grant Funding • ContributionsRotary Foundation Match • District 5470 Designated Funds (DDF): $ 10,000.00 ----- $10,000.00 • Rotary Club “A” Funds: $ 5,000.00 ------ $ 2,500.00 • Rotary Club “B” Funds: $ 5,000.00 ----- $ 2,500.00 • Cooperating Organization Funds: $ 1,000.00 ---- $ 0.00 • $ 21,000.00 + $ 15,000.00* = 5% cash contribution set aside 550.00 • $ 36,000.00* (Project Funding) • *Satisfies Minimum Match of $15,000.00 and Minimum Project Total of $30,000.00

16. GLOBAL GRANT FUNDING TEMPLATE

17. 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

18. 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

19. Global Grant Proposal Form

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

21. Creating a Budget • Realistic • Competitive bidding • Reasonable prices • Disclose conflicts of interest

22. Setting Goals • Measurable • Sustainable • Qualitative (descriptive) • Quantitative (numeric)

23. Setting Goals • Gather baseline data • Set goals • Determine method of measurement

24. Applying for and Implementing a Grant

25. 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

26. Sustainable Projects • Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended • Lack of sustainability = No. 1 reason for GG rejection by TRF reviewers

27. Community Needs/ Strengths Funding Knowledge Motivation Materials/ Technology Monitoring/ Evaluation 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 community partners in the planning process. Purchase equipment and new technology from local sources, when possible. Ensure spare parts are readily available. Involve community members when selecting technology or equipment, and train them to operate, maintain, and repair it on their own. Develop clear and measurable project objectives, and identify methods for collecting project data. Establish baseline data for evaluation capable of demonstrating significant change for at least three years. 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 community outreach to strengthen beneficiaries’ capacity to meet project objectives. Confirm that recipients have a plan to transfer knowledge to new beneficiaries. Collaborate with local 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 project once global grant funds are fully expended. Developing Sustainable Projects Sustainability 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: Planning Implementation Reporting Global Grant Timeline

28. Global Grant First Steps

29. Application

30. Implementation • Communication • Financial management plan • Recordkeeping • Following original plan

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

32. Oversight and Reporting

33. Financial Management Plan • Bank account for funds • Distributing funds • Use checks/bank cards to track funds • Detailed ledger • Include local laws

34. Resources • Document retention worksheet • Financial management plan worksheet • Transferring custody of a bank account • More on Rotary.org Included in handouts

35. Document Retention • Provide access • Retain for a minimum of five years • Make copies

36. 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

37. 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

38. 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)

39. Global Grants Training • April 23 – Grand Junction Library • April 24 – Durango Recreation Center • May 14 – Assembly – Pueblo

40. Rotary.org - Learning

41. Rotary.org – Learning: Grants

42. Rotary.org – LearningCenter

43. Rotary.org – Take Action – Apply for Grants

44. Grant Application Tool

45. Continue: Rotary Grants

46. Global Grants: First Step

47. Online Application

48. Vocational Training Teams (VTT) • A vocational training team (VTT) is a group of professionals who travel to another country either to learn more about their profession or to teach local professionals about a particular field.

49. VTTs • District Grant VTTs • Global Grant VTTs • Details: downloadable from rotary5470.com

50. Example VTTS • D7980 (CT) and Indonesia • Combat spread of Dengue fever; tiling bathrooms • D7980 (CT) and South Africa • Best practices in early childhood education, preschool curriculum, facilities and community support • D6400 (MI, Ontario) and D9550 Australia and East Timor • Train midwives • Train pharmacists in inventory control and security of dangerous drugs