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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