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District 6970 District 6970 Foundation Seminar 2013Foundation Seminar 2013

Lessons Learned-Keys to SuccessLessons Learned-Keys to Success

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PurposePurpose

• Global Grant Overview, Qualifying & Process

• Need, Buy In, Measurability, Sustainability (M&E)

• Vocational Training Teams (VTTs)

• Scholarships and The Scholarship Committee

• The Global Grant Application

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Global GrantsGlobal Grants• Humanitarian Work (> $30,000)• Vocational Training Team (VTT)• Scholars

• Address Six Areas of Focus• Must show local community buy in• Must show sustainability!!• Measurable objectives

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Areas of FocusAreas of FocusPeace 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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Successful Grant ProjectsSuccessful Grant Projects

• Real community needs• Frequent partner communication• Implementation plan • Sustainable• Proper stewardship of funds

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Needs AssessmentNeeds Assessment

• Base project on the community’s need• Assess resources of your club and potential

partners

NOTE: partnering organizations must also sign an MOU, and have no conflicts of interest

• Talk to the community

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Sustainable ProjectsSustainable Projects

Giving a community the skills and knowledge to maintain project outcomes for the long term, after grant funds have been expended

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Vocational Training Team GrantsVocational Training Team Grants• Have a mission, often skill or

knowledge transfer

• Can have more than one Rotarian• Does not require 30 days• More than one trip allowed

• Must address one or more of Six Areas of Focus

• Must show sustainability!!• Logistics up to Club/District

• Generally, a part of a Humanitarian Grant Application

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Scholar GrantsScholar Grants• Post-graduate work• Can be for more than one year• Global Grant application – must be

greater than $30,000• Six Areas of Focus• Must show how education will further

mission of TRF• Award decision by TRF• Logistics up to Club/District• Scholar Committee Approval• Share Committee Approval

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Applying for and Applying for and Implementing a GrantImplementing a Grant

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Qualification RequirementsQualification Requirements• Attend a grant management seminar• Agree to club memorandum of understanding and

submit signed MOU to District• Agree to Rotary International Club MOU and

submit to District• No more than three open grants of any type

• IF you intend on requesting DDF, you must notify the DRFC, in advance of submission to TRF

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Applying for Global GrantsApplying for Global Grants

• Application process online

• Meet goals of area of focus

• Be sustainable

• Involve Rotary clubs in two districts

• Minimum budget of US$30,000

• District confirms club is qualified

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Global Grant FinancingGlobal Grant Financing

• DDF matched 100% with World Fund

• Rotarian cash contributions matched

50% with World Fund

• Non-Rotarian cash contributions

• Always consult District Leadership

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Financing GuidelinesFinancing Guidelines

• Contributions raised by Rotarians

• Funds cannot be raised from beneficiaries in exchange for a grant

• Funds cannot come from other grants

• Contributions credited to donor

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Financial Management PlanFinancial Management Plan

• Bank account for funds

• Distributing funds

• Use checks/bank cards to track funds

• Detailed ledger

• Include local laws

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Global Grant Reports: ContentGlobal Grant Reports: Content

• How partners were involved• Type of activity• Evaluation of project goals • How area of focus goals were met• How funds were spent• Number of beneficiaries and how they benefited

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Global Grant Reports: FrequencyGlobal Grant Reports: Frequency

• Progress reports• Within 12 months of first payment• Every 12 months through the life of the grant

• Final report within 2 months of completion

Successful Examples

Guatemala Footbridges

Honduran Water Project and VTT

Yachana Technical Institute in the Amazon

Unsuccessful

Two Separate Scholar Candidates

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Thank youThank you