Grant Euroflame SE Models Installation Servicing Instructions 2003
DISTRICT GRANT Instructions and Worksheet · District Grant DACdb Part 3 Instructions (updated...
Transcript of DISTRICT GRANT Instructions and Worksheet · District Grant DACdb Part 3 Instructions (updated...
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 1
Part 3 FINAL REPORT PROCESS
To get started on the Final Report for your club’s District Grant application, you will need a few items;
The lead person(s) for this project who will be able to provide the necessary answers to complete the Final Report questions.
The two (2) club members who will sign the Final Report on-line. As before for the earlier parts of the Application process, at least one of the signers of the grant application must be the Club Foundation Chair or Club Grants Coordinator, who must also have completed the On-line Grants Management Seminar (Parts #1 and #2).
Final dollar amounts of contributions to the project and expenditures for the project.
Receipts for all expenditures. You will need to make PDF copies of them and upload the PDFs to the Application under “Documents” tab. Multiple receipts can be on a single page. Try to upload a single file that contains all the receipts.
Pictures of Rotarians engaged with the project and/or with the participants/recipients. Due to size, these can be individual uploads. Minimum one and maximum of six pictures required. Try to keep individual picture file size under 300 KB each. Smart phone pictures work well.
The four key steps of the Final Report consist of: o Entering your final income and expense amounts o Uploading your receipts and pictures o Completing the Final Report o Obtaining the 2 signatures to close out your grant and submitting it to the District.
1
Login to DACdb select
My CLUB tab
DISTRICT GRANT
Instructions and Worksheet
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 2
2
select Club Grants
3
Choose the “Org Year” for which
your District Grant applies
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 3
4
Click on “Club Grants
View”
5
Click on “PENCIL”
icon to edit
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 4
6
Select BUDGET
tab
7
Enter your final income and expense
amounts
Use the pencil icon to edit amount or
the X icon to delete listed item
Use the ADD
INCOME SOURCE or ADD EXPENSES
buttons as needed
You can group common expenses
together
When completed, your CASHFLOW
should show ZERO $0.00
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 5
8
Upload receipts and
pictures
Click on the DOCUMENTS tab
Click on the UPLOAD FILE
button You will get a POP-UP window
9
Select the FINAL
REPORT tab
You can use this worksheet to
enter your responses in the spaces provided
-----------------
You start the
process by clicking on the FINAL REPORT
tab,
then answer the questions.
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 6
10
Finish by clicking on the
SAVE FINAL REPORT button.
Final Report Notes
Be sure to click SAVE FINAL REPORT after completing the questions. Question 1 is already populated with the response that you gave to this question on the details
tab. You can overwrite this response with a more concise statement of overall project goals.
Question 2 requires a number of how many people benefitted from this project. If scholarships are your project, then number of scholarships awarded by this grant.
Question 3 is asking who were the beneficiaries and how they were impacted by this project. What hummanitarian need was provided.
Question 4 requires a number of how many Rotarians participated in this project.
Question 5 is asking what did these Rotarians do. Give 2 examples of their activities they participated in.
Question 6 needs to be answered if a coorporating organization was involved. Explain what their role was.
The Financial Report information will appear AFTER the Final Report is saved. The information will come from the numbers that you entered under the Budget tab.
The signatures will appear AFTER the two officers login and sign the grant on-line.
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 7
11
Click on COLLECT
FINAL SIGNATURES
Now that your District Grant Application has been completed you will need 2 approving signatures and after the second person signs/approves the final report they have to submit the Final Report to the District.
Each approver separately will need to login to DACdb to approve the grant.
After the Final Report is submitted to the District, the District Grant Administrator for the Club will review the Final Report for any issues or general concerns.
The District Grant Administrator will communicate directly with the contact person(s) that you previously identified.
If the Final Report needs additional work, the District Grant Administrator will unlock the Report and the Club can then enter/update or complete the necessary information.
The Club will then again need to obtain the 2 approving signatures.
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 8
12
First Signer
needs to Login to DACdb
and select My CLUB
tab
13
select Club Grants
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 9
14
Choose the “Org Year” for which
your District Grant applies
15
Click on “Club Grants
View”
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 10
16
Click on Grant name
to select
NOT THE PENCIL
17
Click on CLUB-SIGN
FINAL REPORT button
18
You will now get a pop-up
window.
Click on “Sign Grant”
District Grant DACdb Part 3 Instructions (updated 12/31/2018) Page 11
19
Second Signer now
needs to Login to DACdb
Follow previous steps 12-13-14-15-16-17-18 for Second Signer to sign the Final Report
20
Second Signer
can now click
SUBMIT FINAL
REPORT button
This screen shows the completed
Final Report status once it
has been submitted to the District
for approval