Foundation Grants Seminar 2019/20 Module 2: Global Grants

1. Foundation Grants Seminar 2019/20Module 2:Global Grants PDG Margaret Walton District Foundation Chair PDG Dawn Straka Global Grants Subcommittee Chair Rotary District 7010

2. Objectives of this Module Learn what your club must do to “qualify” to apply for a Global Grant. Learn how to apply. Learn about Community Assessments, Sustainability, Evaluation, and how your grant application will be evaluated by The Rotary Foundation. Learn reporting and financial requirements.

3. What is a Global Grant? • Global Grants are long-term projects with sustainable, measurable outcomes • Global Grants must align with one of Rotary’s six Areas of Focus • Global Grants represent a multiple-year partnership between two Rotary Clubs in two different countries. • Global Grants must start with a community assessment, must make a sustainable difference, and that difference must be measurable. • Global Grants must actively involve Rotarians and community members • Global Grants must be at least $30,000 USD in size, ($15,000 is a combination of club and matching district funds and $15,000 is matching funds from The Rotary Foundation). • Global Grants must meet the TRF Terms and Conditions for grants.

4. What is a Global Grant?Examples include: Tavares Garden Literacy Project in Jamaica: Establishment of a literacy centre and school computer lab as well as training of teachers, and community members (5 Rotary Clubs in total involved headed by Rotary Club of Peterborough-Kawartha) Beekeeping in Ethiopia: Addresses poverty by teaching beekeeping and establish a profitable beekeeping business (Rotary Club of Barrie) El Arca Sheltered Workshop in Mexico: To equip and furnish a vocational workshop for developmental delayed youth. (Rotary Club of Bracebridge)

5. How to Get Started Build a relationship with a Rotary Club in the country and District of your proposed project. The success of your project will hinge on this relationship. Be sure that both your club and the in-country host club are “qualified” (see next slide). Make sure that your proposed project falls within the eligibility requirements of the appropriate Area of Focus Understand the financial obligations of a Global Grant. Contact the Global Grants Subcommittee Chair, PDG Dawn Straka to discuss your grant idea Download the Guide to Global grants and other materials designed to help you successfully complete your grant at rotary.org in the grant center.

6. How to Get Started:To “Qualify,” your Club must do six things each year! • A minimum of one to two members ANNUALLY must complete grant training. It is strongly advised to have two members trained. • Club must appoint a club Foundation chair and provide his/her name to the Governor • Club must establish a goal to support the Annual Fund on rotary.org’s Rotary Club Central (ask your Assistant Governor if you are unclear about this) • Club President and president-elect must sign and implement the MOU • Club must be current with all District and RI dues • Club must be current with all Rotary Foundation grant reporting

7. Global Grant Requirements:Community Needs Assessment Start with a community needs assessment* rather than a project plan! Talk to everyone, use local knowledge and available human assets, think long term. Don’t assume the solution until you’ve figured out the problem! Remember that cultural biases may color your assessment Make sure your needs assessment includes baseline metrics, so that later evaluation is possible. Your solution must be impactful and solve the problem, not just chip away at it. * Find the community needs assessment on the District website (www.rotary7010.org) under Foundation.

8. Global Grant Requirements:Be sure your project is Sustainable To test the sustainability of your project, ask yourself: What will happen to the project after the Rotarians go away? Sustainable projects all display the following characteristics: Community needs and strengths: Projects involve collaboration from multiple participants Materials and Technology: Projects use material that is locally sourced and can be replaced Funding: Projects ensure that the project will continue after the Grants funding is expended Knowledge: Projects involve skills transfer so that local people can continue the project after the Rotarians go away. Motivation: Projects provide incentives for local ownership

9. Global Grant Requirements: Monitoring and Evaluation • Your project must have clear and measurable outcomes, and those outcomes must be tied to the community needs assessment that started off the project. Be sure you: • Establish clear project goals and relevant baseline data • Identify critical project measures and the method for collecting this information

10. Global Grant Requirements: Rules for Cooperating Organization • Many Global Grants involve a Cooperating Organization, that is, a non-Rotary organization or academic institution that provides expertise, infrastructure, advocacy, training, and education for the duration of the grant. • Cooperating Organizations should not be confused with Beneficiaries, which will receive the benefits of the grant. Nor should they be confused with Vendors, which supply materials for the grant. • Cooperating organizations must sign a Memorandum of Understanding, which must be included with the grant application

11. Global Grant Requirements:Draft the application Grants are drafted and submitted online: www.rotary.org/grants. The grants application is NOT downloaded and it requires data entry in a specific order. (Just one more reason to be sure that all your plans are in place before you start to write the grant.) Be sure to answer the questions! It’s human nature to talk around a tough question rather than answer it directly. Be specific! Remember that your Rotary Foundation Global Grant will be approved and funded, as long as it meets the criteria. Use the global grants committee! Send your completed grant to PDG Dawn Straka prior to submission to RI. Having it reviewed by the District Global Grant Subcommittee will avoid costly delays. Remember they are there to help you succeed.

12. Global Grant Requirements: Reporting and Financial Management Plan • Financial management is described in the MOU that is part of the club “qualification” process: • All Global Grants must have a separate bank account and a financial plan • Interim reports are due yearly until the project is finished and the grant is closed out with a final report due two months after completion. • There is a choice of which partner completes the reporting. Always choose to complete the reporting - If the reporting is not completed your club and our District can be in danger of losing the ability to use foundation funding. Consequences are significant.

13. District 7010 Funding Formula Example: (all funds in USD) Major/primary donor: 2500. District match 2:1 (5000.) Second club: 1500. District match 2:1 (3000.) Third club: 1000. District match 2:1 (2000.) (Max district funding is 10,000) Club and District funding = 15,000 Gov’t of Canada will match 1:1 = 15,000 Total grant before TRF = 30,000 TRF then matches Club and Gov’t of Canada funds .5:1 Gov’t of Can match ($10,000) TRF matches District Funds 1:1 TRF match ($1 0,000) Total Grant $50,000 USD

14. Next steps • Now that you are done the modules for certification please go to the District website under resources/tools and then Foundation resources/tools complete the global grant questionnaire. • While you are there print off the MOU and have it signed by your current President and President-Elect. Please put your club name on the form. • Scan it and email to: PDG Margaret Walton • mwalton7010dg16.17@gmail.com

15. Rotary Foundation Resources PDG Margaret Walton, District Foundation Chair, PDG Dawn Straka, Global Grant Subcommittee Chair,