District XXXX Rotary Foundation Grant Management Seminar
Transcript of District XXXX Rotary Foundation Grant Management Seminar
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District XXXX Rotary Foundation Grant Management Seminar
District XXXX District XXXX Rotary Foundation Grant Rotary Foundation Grant
Management SeminarManagement Seminar
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District XXXX Rotary Foundation Grant Management Seminar
PurposePurpose
• Understand how to successfully manage a Rotary Foundation grant
• Learn Foundation stewardship expectations
• Prepare clubs to implement the memorandum of understanding
• Qualify clubs to receive Rotary Foundation grant funds
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District XXXX Rotary Foundation Grant Management Seminar
Grant ManagementGrant Management
• Administered with proper financial control
• Adhere to superior technical standards
• Guided by humanitarian and educational principles
• Meet the needs of the beneficiaries
• Fulfill their objectives
• Safeguard donors’ funds
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District XXXX Rotary Foundation Grant Management Seminar
Successful Grant ProjectsSuccessful Grant Projects
• Meet real community needs
• Have frequent partner communication
• Have implementation plan with measurable goals and outcomes
• Are sustainable beyond life of the grant
• Practice proper stewardship of grant funds
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District XXXX Rotary Foundation Grant Management Seminar
StewardshipStewardshipStewardship is the responsible management and oversight of grant funds, including: • Rotarian supervision of project• Following standard business practices• Reporting of irregularities to TRF• Implementing projects as approved• Financial records review• Timely submission of reports
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District XXXX Rotary Foundation Grant Management Seminar
Qualification RequirementsQualification Requirements
• Attendance at this district Rotary Foundation grant management seminar
• Agreement with the club memorandum of understanding (MOU)
• Submission of a signed club MOU
• <<Insert any additional district requirements here>>
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District XXXX Rotary Foundation Grant Management Seminar
Terms of QualificationTerms of Qualification
• Qualification is valid for one Rotary year
• The club as an entity is responsible for the use of funds
• Disclose potential conflicts of interest
• Cooperate with all audits
• Proper use of grant funds
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District XXXX Rotary Foundation Grant Management Seminar
Session 1Session 1Creating a ProjectCreating a Project
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Identify best practices for choosing a project.
• Develop a plan to implement your project.
• Understand what is needed to establish a financial management plan.
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District XXXX Rotary Foundation Grant Management Seminar
Successful Grant ProjectsSuccessful Grant Projects• Meet real community needs
• Have frequent partner communication
• Have implementation plan with measurable goals and outcomes
• Are sustainable projects that continue after grant funds have been expended
• Practice proper stewardship of grant funds
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District XXXX Rotary Foundation Grant Management Seminar
Needs AssessmentNeeds Assessment
• Talk with members of the community
• Assess your club’s resources and availability and its potential partners to meet the need
• Choose a project that is based on the community’s need
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District XXXX Rotary Foundation Grant Management Seminar
PartnersPartners
• Search for Rotarians who have identified a need in their local communities
• Host partners should be invested in the project
• Good communication between the host and international partners is key
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District XXXX Rotary Foundation Grant Management Seminar
Project PlanningProject Planning
• Form a three-person grant committee
• Assign roles
• Set measurable and sustainable goals
• Create a budget
• Create an implementation plan
• Have a contingency plan
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District XXXX Rotary Foundation Grant Management Seminar
Creating a BudgetCreating a Budget
• Realistic
• Competitive bidding
• Reasonable prices
• Disclose potential or real conflicts of interest
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Identify best practices for choosing a project.
• Develop a plan to implement your project.
• Understand what is needed to establish a financial management plan.
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District XXXX Rotary Foundation Grant Management Seminar
Session 2Session 2Applying for a GrantApplying for a Grant
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Write a successful grant proposal and application.
• Understand good stewardship practices for fundraising.
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District XXXX Rotary Foundation Grant Management Seminar
Applying for District GrantsApplying for District Grants
• Block grant given to district, which then determines the amount to be given to clubs
• Relates to TRF mission
• Local or international projects/activities
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District XXXX Rotary Foundation Grant Management Seminar
Rotary Foundation MissionRotary Foundation Mission
To enable Rotarians to advance world understanding,
goodwill, and peace through the improvement of health,
the support of education, and the alleviation of poverty
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District XXXX Rotary Foundation Grant Management Seminar
Applying for Global GrantsApplying for Global Grants
• Submit grant proposal and application through Member Access
• Must meet goals of area(s) of focus • Must be sustainable• Must involve Rotary clubs in two pilot
districts• Minimum project budget of US$30,000• District must confirm club is qualified
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District XXXX Rotary Foundation Grant Management Seminar
Areas of FocusAreas of Focus
• 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 XXXX Rotary Foundation Grant Management Seminar
Principles of SustainabilityPrinciples of Sustainability• Project impact after funding is expended• Economic, cultural, social & resource• Optimal use of local resources• Respect natural resources• Reach the most beneficiaries• New methods in professional fields• Prepare professionals to increase impact• Use input and skills of grassroots groups
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District XXXX Rotary Foundation Grant Management Seminar
Global Grant FinancingGlobal Grant Financing
• Rotarian cash contributions
• District Designated Fund
• Rotary Foundation World Fund award
• Non-Rotarian cash contributions (not sent to or matched by the Foundation)
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District XXXX Rotary Foundation Grant Management Seminar
Financing GuidelinesFinancing Guidelines
• Cash contributions must come from orbe raised by Rotarians
• Funds cannot be raised from beneficiaries in exchange for receiving the grant
• Funds cannot come from other grants
• Contributions should be credited to donor
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Write a successful grant proposal and application.
• Understand good stewardship practices for fundraising.
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District XXXX Rotary Foundation Grant Management Seminar
Session 3Session 3Project ImplementationProject Implementation
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Understand how to monitor the progress of your plan.
• Gain best practices for managing funds and record keeping.
• Discuss the importance of evaluating a project and applying lessons learned.
• Understand reporting requirements.
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District XXXX Rotary Foundation Grant Management Seminar
Successful Project ImplementationSuccessful Project Implementation
• Communication
• Financial management
• Record keeping
• Following original plan
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District XXXX Rotary Foundation Grant Management Seminar
Group ActivityGroup Activity
Topics• Communications plan• Financial
management plan• Record keeping plan
Discussion Questions• What are the benefits of
creating this plan?• What are the
implementation steps?• Who will be responsible? • What will you do if
something goes wrong?
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District XXXX Rotary Foundation Grant Management Seminar
EvaluationEvaluation
• Ongoing during project implementation and after completion
• Based on goals set for the project
• Assists with reporting requirements
• Use findings to improve future projects and identify successes you can promote
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District XXXX Rotary Foundation Grant Management Seminar
District Grant ReportsDistrict Grant Reports
• <<Insert district reporting requirements here>>
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District XXXX Rotary Foundation Grant Management Seminar
Global Grant Reports: FrequencyGlobal Grant Reports: Frequency
• Progress reports received within 12 months of first payment
• Progress reports required every 12 months through the life of the grant
• Final reports due within 2 months of completion
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District XXXX Rotary Foundation Grant Management Seminar
Global Grant Reports: ContentGlobal Grant Reports: Content
• How both partners were involved• Type of activity: humanitarian project,
scholar, vocational training team• Evaluation of project goals and how funds
met the goals of the area(s) of focus• How funds were spent• Number of beneficiaries and how they
benefited
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Understand how to monitor the progress of your plan.
• Gain best practices for managing funds and record keeping.
• Discuss the importance of evaluating a project and applying lessons learned.
• Understand reporting requirements.
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District XXXX Rotary Foundation Grant Management Seminar
Session 4Session 4QualificationQualification
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Understand the requirements of qualification.
• Manage club qualification.
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District XXXX Rotary Foundation Grant Management Seminar
Qualification RequirementsQualification Requirements
• Attendance at this district Rotary Foundation grant management seminar
• Agreement with club MOU
• Submission of signed club MOU
• <<Additional district requirements should be added here>>
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District XXXX Rotary Foundation Grant Management Seminar
Maintaining QualificationMaintaining Qualification
• Follow the terms of the club MOU
• Fully implement stewardship and grant management practices to prevent misuse of funds
• Appoint a club member/committee to manage club qualification
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District XXXX Rotary Foundation Grant Management Seminar
Club Qualification ChecklistClub Qualification Checklist
What MOU requirements does your club already implement?
What requirements does your club need to implement?
What type of club members would be good choices to help implement the club MOU?
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District XXXX Rotary Foundation Grant Management Seminar
Learning ObjectivesLearning Objectives
• Understand the requirements of qualification.
• Manage club qualification.
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District XXXX Rotary Foundation Grant Management Seminar
Thank youThank you