Transcript Document

D9630 GRANT MANAGEMENT SEMINAR
WEBINAR SERIES
2014/15
PART 3- OVERSIGHT AND REPORTING
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D9630 WEBINAR SERIES
Webinar #1 – Designing a Project
Webinar #2 – Applying for and Implementing a Grant
Webinar #3 – Oversight and Reporting
Webinar #4 - Qualification
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Welcome to the webinar
The purpose of this series of four webinars is to
help clubs:• Understand how to manage a Rotary grant
• Learn stewardship expectations
• Prepare clubs to implement the MOU
• Qualify clubs to receive grant funds
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Welcome to the webinar
We will Overview the new Grant structure:-
• More decision-making power at the club
and district levels
• Two types: global grants, district grants
• Simplified leadership structures
• Flexible DDF and scholarships
• Vocational training teams
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Welcome to the webinar
The series will ensure that projects:-
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Have proper financial controls
Adhere to technical standards
Meet the needs of beneficiaries
Fulfill their objectives
Safeguard funds
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Meet our panelist
Panelist: DGE John Crawford
Rotary Club of Loganholme
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Meet our panelist
Panelist: PP Martti Kankkunen
Rotary Club of Logan
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D9630
D9630 GRANT MANAGEMENT SEMINAR
Subject - PART 3- OVERSIGHT AND REPORTING
Organizer/Presenter
Date
Seminar Three – Oversight and Reporting
LEARNING OBJECTIVES
LEARNING
OBJECTIVES
• Identify best practices for managing funds
and record keeping
• Identify which documents need to be
retained
• Understand reporting requirements
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STEWARDSHIP
Stewardship is the responsible management
and oversight of grant funds, including:
• Reporting any irregularities
• Rotarian supervision
• Financial records review
• Oversight of funds
• Timely submission of reports
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FINANCIAL MANAGEMENT PLAN
• Bank account for funds
• Distributing funds
• Use cheques or bank cards
to track funds
• Detailed ledger
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DOCUMENT RETENTION
• Provide access to documents for
transparency
• Retain for a minimum of
five years
• Make copies
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REPORTING REQUIREMENTS
Reporting:
•Verifies grants were
managed properly
•Provides valuable
data for your club,
partners, and Rotary
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DISTRICT GRANT REPORTS
• Provide quarterly
Progress Reports to the
District Committee
• Provide a Final Report
within 2 months of
completion, and before
the end of the Rotary
year
Aqualift Shower Trolley –
Local Retirement Village
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DISTRICT GRANT REPORTS
• Any significant changes to the project time
frame must be approved by the District
Committee
• If the project falls through, and an alternate
project is not put forward for consideration,
the funds must be
returned
Literacy – “Take Home Readers”
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GLOBAL GRANT REPORTS
Timeline for reporting:
•Progress reports within 12 months of first
payment
• Every 12 months through the term of the
grant
•Final report within two
months of completion
Vermin Proof Silos
Timor Leste
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GLOBAL GRANT REPORTS
Your global grant report should include:
•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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LEARNING OBJECTIVES
• Identify best practices for managing funds
and record keeping
• Identify which documents need to be
retained
• Understand reporting requirements
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Questions?
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POLL
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Thank you!
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