Grant Management Seminar 1

DISTRICT GRANTS

Applying for and Implementing a District Grant

smilesrotary@gmail.com 2014-15

Grant Management Seminar

Learning Objective

• Write a successful grant application

• Learn how to submit the application online

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• Administered by the District

• Short term service projects

• Address immediate needs at home or abroad

Characteristics

Grant Management Seminar

Types of Activities•Service Projects

•Scholarships

•Vocational Training

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Grant Management Seminar

Criteria1. Clubs must be qualified

• Dues and Tax are Current• Grant Mgmt Seminar - attendance• Memo of Understanding – Signed

2. Strongly recommend that the club have a Foundation Chairman

3. Does not have to support the 6 “areas of focus”

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Grant Management Seminar

Types of District Grants

•Matching Grants up to $1500Approximately 30 will be awarded

•Matching Grants up to $2500Approximately 6 of will be awarded

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Grant Management Seminar

ApplicationSame application for both grants

Online OnlyApplications accepted until

August 1

Second round of awardsIf funds are available

October 1

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Qualification

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•Understand qualification requirements •Manage your club’s qualification

Learning Objectives

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Qualification RequirementsDistrict Grant *• MOU signed by Pres and PE for year• Club represented at District Grant Training

session**

* Preference for matching funds is given to clubs that contribute regularly to The Rotary Foundation and are in good standing with finances and reporting. ** Available at PETS and District Assembly.

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Maintaining Qualification

• Follow terms of club MOU• Appoint club member/committee to manage club

qualification• Fully implement stewardship practices to prevent

misuse of funds

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Learning Objectives

• Understand qualification requirements • Manage club qualification

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http://www.matchinggrants.org/district/edit.cgi

Grant Management Seminar

Payment of Funds

Clubs must request funds when they are ready to do the project

Payments will be made from August 1, 2014 to April, 2015

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Grant Management Seminar

ReportingOnline only

Clubs submit final report 30 days after the completion of the project.

Report needs to include:Completed report form

All receipts for the total projectPictures of the project

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Required items to be include with Club District Grant Final report Step 1: Organize materials before submission  Step 2: Submit final report with items listed below to District Grants Chair Step 3: Keep copy for club documentation  Step 4: Submit District Grant Summary Report with accompanying information listed below) and Individual Project Reports

  

District Grant Report InstructionsRotary District 5790For the Rotary year 2013-2014

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Club Checklist:: ____ A completed final report with all necessary signatures and form dated. ____ A detailed listing of all monies spent – with copies of cancelled checks included with Final

Report – The Rotary club shall demonstrate that the club is the payer on all checks written ____ A copy of all invoices with appropriate dates. ____ A copy of cancelled checks and bank statement showing payment when a separate bank

account has been established. ____ In the instance of checks being written to other non-profit organizations, a letter from that organization stating the amount, date of gift, and purpose for which the funds will be used. ____ Scholarship monies cannot be written to individual students. The monies must be issued to the college or institution of higher education. Documentation showing that the student is enrolled is required. ____ No monies are to benefit any Rotary club or Rotarian ____ The club shall have a procedure for retaining documentation of all grant information using the

individual club account on www.matchinggrants.org    

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Thank you