rotary district 5950 grant management seminar february 26, 2015 refresher
TRANSCRIPT
Rotary District 5950 Grant Management SeminarFebruary 26, 2015
Refresher
Housekeeping
What you Know & What you Need
Objectives
•Deepen grant preparation knowledge
•Share RI grant updates
•Respond to questions
Qualify Your Club!
DG Tim’s Welcome
Tim Murphy Rotary Club of EdinaRotary District 5950 District Governor Elect
Introductions•Name
•Club
•Grant Experience
•Year on the coin!
Harvest the Knowledge
Global Grants
TRF
District Grants
TRF … Fund Buckets
Annual Fund
Permanent Fund
Every Rotarian Every YearPaul Harris
Major Donors
Benefactors Bequest
Programs … District Designated Funds (DDF)
•Minimum 50% to Global Grants
•Remainder District Grants
•Scholarships
•Vocational Training Teams
Programs … Tomorrow
•Peace Fellows
•Polio Plus
2014-15 DDF Allocation
TRF Allocation from 2011-12 $ 293,346
50% Global Grants 146,673
50% District Grants 146,673
How Clubs Qualify … District & Global Grants
• At least one club member attends a GMS annually
• Club files MOU with District 5950
• Club must be current on all reporting requirements
Grant Project Essentials
Global Grants Large International > $35,000 total
10,000 One or more 5950 Clubs
10,000 District 5950 Match
100 Host Club Minimum
10,000 TRF Match of District (100%)
5,050 TRF Match of Clubs (50%)
35,150
Global Grants Process1. Contact Global Grants Chair, Todd Bollig
2. Connect with assigned Grant Mentor
3. Follow timelines and due dates
4. Identify Host Rotary Club
5. Conduct Needs Assessment with the project Community Leaders and Host Club Rotarians
Global Grants Process
6. Look for Collaboration possibilities
7. Determine Sustainability
8. Start online Application Draft – DO NOT AUTHORIZE until approved by District 5950
9. DO NOT start project until TRF Approves
Global … Post TRF Approval
1. Receive TRF legal documents with an approval letter
2. Set up Separate Bank Account
3. Collect Club Contributions into Account
4. NEW: 5% Fee if cash sent to TRF
5. TRF will wire World Fund match and DDF
6. Implement project; retain all receipts
7. File interim or final reports with TRF
2014-15 Global Grants•10 Projects involving 21 different Clubs
• $188,190 Club Funds; $638,175 Total
• Leveraging 3.4 times
• About $17,000 in Global Funds remain plus $88,000 Carryover = $105,000
• Maximum $10,000 DDF per project
District Grant Qualifiers
$500 minimum contribution per participating club
• $2,000 outright grant PLUS
• $1,000 maximum 1:1 match, single club project OR
• $5,000 maximum 1:1 match, if (5) or more clubs collaborate
• Single club project, maximum district funds $3,000
• Multiple club project, maximum district funds $7,000.
District Grants
$146,673 available in 2014-2015
Allocated as follows:
$10,000 ShelterBox matching grant
$10,000 District Governor directed project
$63,337 Local
$63,336 Small (less than $35K) international
$146,673
District Grants
•23 projects approved as of February 16, 2015.
▫6 small international projects
▫17 local projects
▫11 single club projects
▫12 multiple club collaborations
•$30,000 (approx.) remains fiscal 2014-2015
•Deadlines to apply March 1, April 1 & May 1
Qualification Reminder … District & Global Grants
• At least one club member attends a GMS annually
• Club files MOU with District 5950
• Club must be current on all reporting requirements
Available Funds 2015-2016
DDF available from 2012-13:$ 320,190
Probable Allocation 2015-16:
Global Grants 160,095 District and Small Int’l Grants 160,095
Pick up Dinner
My Rotary
What do you need?
Application Essentials
•Rotary Project
•Rotarian Involvement … Host Club critical
•Cooperating Organization vs. Vendor
•Strong Measurement and Sustainability
Application Attachments
•Memorandum of Understanding (MOU)
•Curriculum for Training
•Proforma Invoices – Estimated Expenses
What “grant” ideas?
• Ideas that are percolating
•Projects you’d like to sponsor
•Partners you’d like to develop▫Host ▫Non Rotary organization▫Collaborating clubs
Your Commitment
Resources
•Don Stiles, Programs & Grants
•Todd Bollig, Global Grants
•Carol Parrish, District Grants
• Rotary.org Take Action/Apply for Grants
•Rotary5950.org/Club Resources/Grant Mgmt
Resources