Transcript Document

Presidents, Projects, and TRF
The Rotary Foundation
PETS – Rotary District 6360
March 14, 2014
Goals of this session
What we’ll cover:
Brief review of TRF 101 from PETS I
Finding and funding a project for your club
Tools needed to apply for a grant from TRF
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What is The Rotary Foundation?
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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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Mission Statement:
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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2010
2011
2011
2012
2012
2013
2013
2014
2014
2015
2015
2016
2016
2017

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
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SHARE Fund Example:
$200,000
$
2011-12
2012-13
2013-14
2014-15
$100,000
$50,000
Up to
½ to District
Grants
$50,000
At least
½ to Global
Grants
Earnings used for
administrative
costs
$100,000
Matching Grants
Packaged Grants
Peace Fellows
Polio+
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So your club wants to do a project …
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• Global Grants
• Packaged Grants
• District Grants
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Global Grants
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Global Grants
Long-term projects
Larger grant awards
Think: “Global”
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Global Grants
 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
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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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Packaged Grants
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Packaged Grants
Strategic Partners
Expertise in Areas of Focus
Global scope of work
Encourages involvement by smaller
clubs
Funded by World Fund and Strategic
Partner
Predesigned projects
Apply online at www.rotary.org
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Strategic Partners for Packaged Grants
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District Grants
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Single block grant awarded annually
Smaller activities and projects
Local or international
activities
Active Rotarian participation
Adhere to stewardship guidelines
Activities align with TRF’s Mission
Statement
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Mission Statement:
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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Grants process open to all clubs
Grants are matching: your club puts
in at least as much as the amount of
the grant you receive
Grant funds will be disbursed after
project is completed and all reporting
has been accepted. ***
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Some recent projects in our District …
 Bike safety helmets
 Supplies for at-risk students
 Backpacks with school supplies
 Veterans Memorial park
lighting
 Picnic grove
 Summer food boxes
 HIV/AIDS test kits
 Food backpacks
 Outdoor basketball court
 Wooden playground
 Boardwalk
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More recent projects …
 Orphanage laundry equipment
 Medal of Honor monument
 Shoes, boots, coats
 Infant mortality awareness
 Clean water gravity flow system
 Elementary school
mentoring program
 Classroom furniture
 Park equipment
 Reading program for elementary
students
 Senior scholarships
 Renovations for emergency
overnight shelter
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District vs. Global Grants
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Funding
District 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.
Awarded by TRF.
District distributes funds to clubs.
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Partner
District Grants
No partner required,
can be local or
international, District
and Club must be
qualified.
Global Grants
International Rotary
partner and host
partner, both must be
qualified.
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Scope or Vision
District Grants
Must be related to
TRF’s mission.
Global Grants
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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Activity Type
District Grants
Global Grants
Educational, vocational, Educational, vocational,
or humanitarian.
or humanitarian.
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Planning
District Grants
Shorter planning time.
Global Grants
Longer planning
process.
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Involvement
District Grants
Active Rotarian
participation.
Global Grants
Active Rotarian
participation.
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Amount given
in 2011-12
$131,160.62
DDF
District Grants
PolioPlus
Peace Centers
World Fund
Global Grants
Packaged
Grants
Strategic
Partners
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Amount given
in 2011-12
$131,160.62
DDF
World Fund
$65,580.31
District Grants
PolioPlus
Peace Centers
Global Grants
Packaged
Grants
Strategic
Partners
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Amount given
in 2011-12
$131,160.62
DDF
World Fund
$65,580.31
District Grants
PolioPlus
Peace Centers
Global Grants
$65,580.31
Packaged
Grants
Strategic
Partners
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Amount given
in 2011-12
$131,160.62
DDF
World Fund
$65,580.31
District Grants
Global Grants
$65,580.31
Packaged
Grants
$32,790.15
PolioPlus
Peace Centers
Strategic
Partners
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Amount given
in 2011-12
$131,160.62
DDF
World Fund
$65,580.31
District Grants
$32,790.15
PolioPlus
Peace Centers
$65,580.31
Packaged
Grants
Global Grants
$32,790.15
Strategic
Partners
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• In 2011-12, contributions = $131,160.62
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• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund, $65,580.31 to District
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• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
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• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
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• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
Can be used for:
* Global Matching Grants
* World Peace Scholars
* Global Scholars
* Vocational Training Teams
* Polio
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• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
Can be used for:
* Global Matching Grants
* World Peace Scholars
* Global Scholars
* Vocational Training Teams
* Polio
District Fund: 50% = $32,790.15
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• In 2011-12, contributions = $131,160.62
• $65,580.31 to World Fund, $65,580.31 to District
• District-controlled $$$ are split as follows:
Global Fund: 50% = $32,790.15
Can be used for:
* Global Matching Grants
* World Peace Scholars
* Global Scholars
* Vocational Training Teams
* Polio
District Fund: 50% = $32,790.15
Can be used for:
* Club projects
* Local contingency fund
* Scholarships
* Vocational Training Teams
* Polio
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District 6360 TRF Committee Structure
District Governor
Terry Allen
Lakeshore
Committee Chair
Teresa Brandell
Delta-Waverly
Grants
Subcommittee
** Vacant ***
Polio Plus
Subcommittee
Stewardship
Subcommittee
Fundraising
Subcommittee
Ed Foster
Jim Temple
Harold Mondol
Charlotte
Berrien Springs-Eau Claire
Lansing Dewitt Sunrise
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Please rank the following possibilities for spending priorities for our District’s use of its
District Designated Funds from The Rotary Foundation for the 2014-2015 Rotary Year.
Place a number by each choice, using “1” for the highest priority and “7” for the lowest
priority. Please use each number only once.
_____ Club projects
_____ Polio Plus
_____ District-wide scholarship(s)
_____ Global Grants
_____ Vocational Training Teams
_____ Rotary Peace Centers
_____ Local contingency fund
Turn in completed form at PETS March 13-15 in Kalamazoo.
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2012 Governors-elect Training Seminar | 8
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Matching: Making money go farther
DDF Match:
$11,000
World Fund
Match:
$11,000 on
DDF
Cash:
$11,000
$38,500
World Fund
Match:
$5,500 on
Cash
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Getting my club ready to apply for a grant
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Getting my 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, 2014. Submit
application for Global Grant when ready.
After application is submitted:
Wait for final approval!
Complete project.
Submit reports.
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Getting my 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 my 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 my 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.
 Club President and PE for 2014-15 must
sign off.
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Getting my 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 my club ready to apply for a grant
MOU steps to take now:
 What MOU requirements does my club already
implement?
 What requirements does my club need to implement?
 What type of club members would be good choices to
help implement the club MOU?
 Designate a club member to take the lead on
qualification.
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Getting my club ready to apply for a grant
Attend a Grant Management Seminar
 Required before receiving a grant.
 Two members from each club must attend.
 Register on DaCdb.
Upcoming GMS:
 Wednesday, April 2, 2014 in Lansing, 5:30 p.m. to 8:30 p.m..
 Saturday, May 3, 2014 in Oshtemo, 9 a.m. to noon.
 Friday afternoon, May 16, 2014, as part of the District
Conference.
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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
through DaCdb.
 Application worksheet will be
available to help make sure you
have all the needed information.
 Application deadline: May 31,
2014.
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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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Thank you for
your Time,
Dedication, and
Commitment
Questions?
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