rotary foundation grants by pp salwa el haddad
TRANSCRIPT
The Rotary Foundation Grants DDTS 2015-2016
February 26-28, 2015
North Coast, Egypt Salwa El Haddad,
ARRFC Zone 20B
District Subcommittee Grants Chair
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The Rotary Foundation is …
… the charitable arm of Rotary International.
… OUR charity, as Rotarians.
… rated as one of the top charities in the world.
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To enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education,
and the alleviation of poverty
Mission Statement:
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PolioPlus
Humanitarian Grants
Educational Programmes VTT Scholarships Peace centres
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20102011
Funds from Annual Fund available to districts 3 years after they are contributed - through SHARE
Contributions to the Annual Fund made in 2011-12 will be available in 2014-15
Contributions made in 2013-14 available in 2016-17
20152016
20122013
20132014
20162017
20112012
20142015
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Earnings used for Earnings used for administrative administrative
costscosts
2015-2016
Up to ½ to District
Grants
At least½ to Global
Grants
2012-13 2013-14 2014-152014-15 2020
$$200,000
$50,000$50,000
$100,000 $100,000
Share Fund
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So your club wants to do a project …
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• Global Grants
• District Grants
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Global Grants
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Long-term projects
Larger grant awards
Think: “Global”
Global Grants
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International Rotary partner required
World Fund match: minimum match = $15,000
Therefore, $30,000 minimum budget
Community need and participation
Sustainable, measurable outcomes
Long-term benefits
Alignment with area(s) of focus
No application deadline
Apply directly online: www.rotary.org
Global Grants
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• Peace and conflict prevention/resolution
• Disease prevention and treatment
• Water and sanitation
• Maternal and child health
• Basic education and literacy
• Economic and community development
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District Grants
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Single block grant awarded annuallySmaller activities and projectsLocal or international
activitiesActive Rotarian participationAdhere to stewardship guidelinesActivities align with TRF’s Mission
Statement
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FundingDistrict Grants Global Grants
District applies for a block grant, up to 50% of DDF, and distributes smaller amounts to clubs for projects.
Clubs and Districts apply for a minimum World Fund award of $15,000, for a total project budget of at least $30,000.
No World Fund match. World Fund match of 1:1 for DDF, and 0.5:1 for cash.
Awarded to District by the TRF. District distributes funds to clubs.
Awarded by TRF.
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Partner
District Grants Global GrantsNo partner required, can be local or international, District and Club must be qualified.
International Rotary partner and host partner, both must be qualified.
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Scope or Vision
District Grants Global GrantsMust be related to TRF’s mission.
Must align with at least one of the six areas of focus.
Short-term, one-time, smaller in scope.
Long-term, sustainable, measurable.
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How Can You Find an International Partner
• Rotary Showcase• Rotary Ideas• ProjectLINK• Attend TRF Seminars in different Districts• Attend Regional TRF Seminars• Attend RI Convention• Contact Rotary Action Groups• Join Project Fair• Personal Contact with other Rotarians
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Getting your club ready to apply for a grant
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Getting your club ready to apply for a grant
Action Plan – Here’s what to do:Plan a project.
Club must become qualified.
Agree to implement club Memorandum of Understanding (MOU).
Submit application for District Grant by May 31, 2015. Submit application for Global Grant when ready.
After application is submitted:
Wait for final approval!
Complete project.
Submit reports.
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Getting your club ready to apply for a grant
Plan a project:Conduct a needs assessment in the community
Assess your club’s resources, including potential partners
Set goals – measurable and sustainable
Establish a realistic budget with competitive bidding
Disclose potential conflicts of interest
Create an implementation plan
Have a contingency plan
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Getting your club ready to apply for a grant
Get qualified: what it means
Ensures that clubs have appropriate financial and stewardship controls in place to manage grant funds
Entire club is responsible
Potential conflicts of interest are disclosed
Agree to TRF Terms and Conditions for grants
Club will cooperate with all audits
Grant funds will be properly used
Grant reporting will be done properly
Potential for disqualification is understood
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Getting your club ready to apply for a grant
About qualification:Qualification process open to all clubs.
Club agrees to implement MOU.
At least 2 club members must attend GMS.
Reports and dues payments must be current.
Qualification good for one year.
Current Club President and PE must sign off.
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Getting your club ready to apply for a grant
Some requirements of the MOU:
Written Financial Management Plan for your club
Separate bank account required for Global Grant (but not for District Grant).
Document retention plan
Reporting requirements
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Getting your club ready to apply for a grant
Attend a Grant Management Seminar
Required before receiving a grant.
Two members from each club must attend.
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STEWARDSHIPSTEWARDSHIP
• It is the TRANSPARENT and THOROUGH management of Rotary Foundation funds to ensure that they are used effectively and for the purpose in which they were given
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• Thorough project supervision by Rotarians• Implementing projects as approved• Reviewing financial records• Reporting irregularities to TRF• Submitting complete and accurate reports
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• Sharing information with partner club• Avoid any conflict of interest in using a
Rotarian supplier on grant application• Ensure that the supplier is not on the project
team• Avoid misuse of grant funds
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• Committee of 3 club members for grant project
• Committee of 3 club members for planning and implementation
• Establish an account for each project receiving TRF grant funds
• Keep documents to prove use of funds
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Unused District Grant Fund
In excess of US$500 must be returned to TRF and will be credited to the district’s DDF
Below US$500 must be used for charitable purposes that meet the district grant eligibility requirements
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Unused Global Grant Fund
In excess of US$500 must be returned to TRF and will be credited to the World Fund
If grant funds remain after a project’s completion, the Foundation may approve their use for project-related expenses, such as additional project supplies
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Submitting a grant application
Global Grant:
Begin application process at any time – no deadline.
Entire process is online at www.rotary.org
The initial part of the application process insures you have all the necessary pieces in place.
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Submitting a grant application
District Grant:
Grant mentor/advisor will work with your club through the process.
Application is an online process
Application worksheet will be available to help make sure you have all the needed information.
Application deadline: May 31, 2015
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After application is submitted:
Global Grant:All communication from TRF will be through the
www.rotary.org website.
Receive grant funds.
Work on project.
Complete reports, as required. All reporting is done online.
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After application is submitted:
District Grant:Wait for approvals of grant.
Preliminary in June.
Final approval from TRF in July.
Once final approval received, work on your project!
Complete all reports.
Receive grant funds.
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EXAMPLE 1
• RC Cairo Cosmopolitan is sponsoring local volunteers to work at a Dental clinic in England for 2 weeks and D-2451 (DDF) will contribute $ 3500
• Is this a District or Global Grant ? & Why ?
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• Answer 1
• District Grant• Managed and awarded by the District• Small project (International or Local)• Short term project• No International Partner
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EXAMPLE 2• RC Alexandria will provide Books to a school
library in Roushdy area for an amount of
$ 2000 contributed by D-3040 in Taiwan
• Is this a District or Global Grant ?
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• Answer 2
• District Grant• Same as in Answer 1
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EXAMPLE 3
• RC Port Said will sponsor a team of 10 Physicians to travel to South Africa to study the treatment of Tropical Diseases in children and to conduct a workshop for community members on early detection and treatment of Tuberculosis
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• Answer 3
• Global Grant• Aligned with 2 areas of focus:
Disease Prevention and Treatment
Maternal and Child Health
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RC Port Said $10000
RC El Golf $ 500
RC Cape Town $ 2000
RC Washington DC $ 5000
D-2451 $ 2000
D-2452 $ 6000
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Answer 3
Total : Club Cash + DDF = $ 25500
World Fund matches Club Cash 0.5:1 = $ 8750
World Fund matches DDF 1:1 = $ 8000
BUDGET =$ 42250
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EXAMPLE 4
• RC EL Mansoura will provide clean water to 85 houses with a population of 850 citizins in a village in Dakahlia Governorate together with CLE classes to 300 women
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Answer 4
Global Grant
Aligned with 2 areas of focus :
Water & Sanitation
Basic Education & Literacy
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Answer 4
RC El Mansoura $ 10000
RC Leamington Spa Regency $2000
D-2451 $10000
D-1060 $2000
TOTAL $ 24000
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Answer 4
Total $ 24000
World Fund matches Club Cash $ 6000
0.5:1
World Fund matches DDF $12000
1:1
BUDGET $42000
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Answer 4
Grant cannot be done as the International Partner contributed less than 30% of ALL
contributions
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