Global Grants Presentation

Welcome to the District 5030
Grant Management Seminar
October 10, 2015
Shoreline Community Center
Today’s Agenda
 TRF’s Annual Programs Fund & World Fund
 Becoming Qualified to Receive Grant Funds
 District Grant Proposals & Process
 Global Grant Proposals & Process
 Stewardship and Reporting
Global Grants
2015-2016
GLOBAL GRANTS: Basics
What is a Global Grant?
 A Global Grant is a single grant to fund an international project addressing one or more of Rotary’s
six areas of focus, and whose TRF match is not
less than $15,000 nor more than $200,000.
 The minimum total project budget is $30,000
 TRF accepts Global Grant apps year-around.
 All applications are submitted on-line.
 The “Primary Contact” of each sponsor club’s 3person Grant Committee can access the on-line
application & interact with TRF’s grant coordinator.
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GLOBAL GRANTS – Areas of Focus
1. Peace and conflict prevention/resolution
2. Disease prevention and treatment
3. Water and sanitation
4. Maternal and child health
5. Basic education and literacy
6. Economic and community development
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Global Grants – Proposals & Process
Global Grant Funding
 Potential TRF grant calculated based on matching
o Rotary club funds @ 50%
o District funds (DDF) @ 100%
o Non-Rotarian & non-cooperating organization funds
@ 50%
 TRF potential match is calculated automatically in a table
in the online application.
 $15,000 - $100,000 TRF grant awards are noncompetitive
 $100,001 - $200,000 TRF grant awards are competitive.
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GLOBAL GRANTS: Basics
Global Grant Funding Trivia
 Global Grant requests of $50,000 or more will be
reviewed by a TRF subject matter specialist & will
be audited on completion of the grant.
 Global Grant requests of $100,000 or more will be
subject to a “pre-grant audit”, an interim audit and
a close-out audit.
 Global Grant applications requesting $100,001 or
more from TRF will be reviewed on a competitive
basis at quarterly meetings of TRF Board of
Trustees.
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GLOBAL GRANTS: WHAT TRF WANTS TO SEE IN AN APPLICATION
1. Beneficiary-based needs assessment (leading to good
project design & measurable objectives for the project)
2. No conflict of interest
3. Appropriate role for cooperating organization(s)
4. Realistic budget
5. Sustainability
6. Implementation plan
7. Project & financial management
8. Monitoring & evaluation plan (based on measurable
objectives)
9. Financial control, reporting and assessment
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Global Grant Proscriptions
• Cannot be used to fund
- New construction or additions to buildings, residences, etc.
- Purchase of land or buildings
- Undergraduate (Bachelor degree) studies
- Continuous or excessive support of one beneficiary group
- Expenses related to Rotary events & project signage of >$500
- Projects that are primarily research oriented
- Travel for staff of cooperating organizations
• Can be used to fund
- International travel to participate in project implementation,
monitoring & evaluation
- Must be arranged through the Rotary International Travel Services
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Global Grants – Proposals & Process
Getting Started… Step 1.
1.
Establish a 3-person Club Grant
Project Committee:

Name the Primary Contact and
two other club members.

All committee members should
be passionate about the project; knowledgeable,
involved, and assigned key duties (e.g. project
logistics, project administration, project
operations.)

Not affiliated with, or related to any participating
NGO or Cooperating Organization.
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Global Grants – Proposals & Process
Getting Started… Step 2.
2. Submit D-5030 Global Grant Proposal Form to District
5030 Grants Help Desk (See TOOL KIT).
 The District’s Global Grants Committee will promptly
review your proposal, offer coaching regarding any
apparent issues, conflicts of interest, sustainability, etc.
 The Global Grant Committee is charged with vetting
Cooperating Organization(s), alerting the District
Governor to the amount of DDF being requested, and
advising District leadership as to the nature and efficacy
of proposed grant projects.
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Global Grants – Proposals & Process
Getting Started… Step 3.
3. Prepare, complete, and submit applications
online: www.rotary.org/grants
 No application deadlines for Global Grants
 Most Global Grants take about four to eight
months from initial application to funding…
less with previous Global Grant success!

Major grants ($100,000+) are reviewed by the
Board of Trustees at their quarterly meetings.

Submit applications at least 90 days prior to
proposed grant travel.
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Global Grants – When Do The Funds Flow?
Once TRF has approved your Global Grant, all of the
committed funds must be collected.
There are two alternatives for assembling the funds:
1. Remit all club funds to TRF & pay 5%
2. Remit all club and non-Rotary funds to the project
account of the sponsoring club.
If you choose #2, a copy of the bank statement
showing that all such funds are on deposit in the
project bank account must be provided to TRF for
DDF & TRF matching funds to be released.
Allow up to 30 days for issuance of the TRF funds.
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Ways to Improve Your Global
Grant Application
NEEDS ASSESSMENT

Start with needs assessment
rather than project plan

Conduct thorough
assessment of community
needs and strengths

Talk to community members
directly
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NEEDS ASSESSMENT – Cont’d.
 Engage the community. Clearly define desired
outcomes and how to measure them.
 Assess resources/ limitations of your club, the host
club, and potential partners.
 Ensure community commitment, capacity to carry
out and sustain project after funding is gone.
 Consult TRF’s “Community Needs Assessment”
manual for specifics. (See Tool Box)
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AREA OF FOCUS

Review areas of focus policy
statements

Identify most appropriate area of
focus based on needs assessment. Avoid “bundling.”
 Design project based on identified
area of focus

Ensure that all project activities
relate to the area of focus goals
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DETAILED PROJECT PLAN
 Provide a detailed project implementation plan
 Detail how you “intend to get things done!”
 Include Measurable Goals - metrics
 Include Sustainable elements
 Involve beneficiaries
in project design.
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ROTARIAN INVOLVEMENT

Provide detailed list of tasks for host and
international Rotarians.
 Identify in what project preparation tasks Rotarians
have been involved (e.g., needs assessment,
planning, bid solicitation, etc.)
 Indicate the Rotarians that will be responsible key
project tasks
 Provide a schedule for their involvement
 List planned trips to the project.
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BUDGET
 Provide detailed budget
 Realistic
 Scalable – Yes or No
 Include all expense items
 Include vendor information and
explain how vendors were selected.
 Competitive bidding
 Disclose conflicts of interest
 Other considerations
 Up to 10% for project management
 Up to 10% for contingencies
 Up to 10% for monitoring & evaluation
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SUSTAINABILITY .
How will your project be maintained?
 Community involvement throughout
 Access to local supplies
 Budget TRAINING for maintenance skills
 Plan for local ongoing funding
 Monitor for 3 years
SIX STEPS TO SUSTAINABILITY IS IN TOOLBOX
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TRAINING INFORMATION

Include detailed information for each training
opportunity:
 Frequency
 Curricula
 Trainer
. . . and
 Target audience (specific beneficiaries, adults vs.
children, etc.)
TRAINING IS ALWAYS REQUIRED
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MEASUREMENT AND EVALUATION
•
•
•
•
•
•
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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MEASUREMENT AND EVALUATION

Include specific information related to measurement
and evaluation
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WATER AND SANITATION MEASURES
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WATER AND SANITATION MEASURES
Ensure that people have sustainable access to water and
sanitation by
• 1. Providing equitable community access to safe water,
improved sanitation and hygiene
• 2. Strengthening the ability of communities to develop, fund
and maintain sustainable water and sanitation systems
• 3. Supporting programs that enhance communities’
awareness of the benefits of safe water, sanitation and
hygiene
• 4. Supporting studies for career-minded professionals
related to water and sanitation
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COOPERATING ORGANIZATION MOU
 Include MOUs for each cooperating organization.
No conflict of interest
Rotary is contractor
Rotary manages funds, pays for services rendered
Rotarians are involved
“Date” with small grant before “marriage” with GG
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COMPLETE APPLICATION


Complete the entire application!
In the words of TRF Grant Coordinators…
Nothing is “Not Applicable!”
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