how to complete a matching grant report. learning objectives purpose of reporting report components...
TRANSCRIPT
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How to Complete a Matching Grant Report
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Learning Objectives
• Purpose of reporting• Report components• Completing report, step-by-step• Report deadlines• Resources
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Reporting Accomplishes
• Celebrates successes• Communicates accomplishments to
TRF• Demonstrates good use of TRF funds• Provides transparency• Meets government requirements• Offers lessons learned
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Report Components
• Project information• Project narrative• Rotarian involvement and
oversight• Community impact• Financial statement• Additional information
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Project Information
• Grant number• Project country• Progress vs. final
report• Reporting period
dates• Partners
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Project Narrative
• Original objectives• Actual
accomplishments• When, where, who
(beneficiaries)• Scope change
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Rotarian Involvement
• Detailed description of non-financial Rotarian involvement—host and international
• Number of Rotarians participating
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Community Impact
• Number of beneficiaries
• Project impact on beneficiaries
• Long-term community impact
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Financial Statement
• Currency and exchange rate
• Statement of income and expense
• Bank statement• Certifying signature
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Additional Information
• Optional section• Information
provided helps to measure success of program
• Suggestions are welcome
• Use checklist!
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When TRF Reports Are Due
• Progress reports are due at least every twelve months for the life of the project
• A final report is due within two months of the project’s completion
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Reporting
If sponsors do not comply with reporting requirements, they will not be eligible to receive future grants.
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Reporting Success
Remember that reports are a great way to tell about the success of your project!
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Resources
• District Rotary Foundation Committee Chair
• District Grants Subcommittee Chair• The Guide to Matching Grants [144]• Matching Grant Terms and Conditions• TRF Staff• www.rotary.org
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Questions?