ROTARY GRANTS 2018

ROTARY GRANTS 2018

ROTARY GRANTS District grants Global grants 2018

GLOBAL GRANT VS. DISTRICT GRANT Global Grant District Grant Cost 30,000 minimum No maximum or minimum Funding World Fund, DDF, Cash DDF, Club Cash Application Online District Application Area of Focus One of six areas of Focus No area of Focus requirement Partnership Host and International Clubs No partnership required Sustainability Required Not required Measurability Required Not required Scholarships Graduate & Post-Graduate No study level requirement 2018

DISTRICT GRANTS Small-scale, shortterm Local or international activities Alignment with the Foundation’s mission Single grant 2018

DISTRICT GRANTS 2018

GLOBAL GRANTS Large, long-term projects Sustainable, measurable outcomes Alignment with a Rotary area of focus International partnership World Fund match 2018

AREAS 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 2018

2018

GLOBAL GRANT: HUMANITARIAN PROJECT Saving Lives with Hemodialysis Machines to rural areas within Thailand A gift of Vision with a Rotary Eye Hospital in New Delhi 2018

GLOBAL GRANT: VOCATIONAL TRAINING TEAM A VTT Rotaplast Project in Iasi Romania 2018

GLOBAL GRANT: SCHOLARSHIP Global Scholar ARIEL STENEK With the assistance of Rotary, Ariel received her Masters in International Relations in Paris. She is now employed in Honolulu, by a non-profit Indo-Pacific THINK TANK, which has been in business for 44 years and is a research institute on Foreign Policy. 2018

STEWARDSHIP AND QUALIFICATION 2018

STEWARDSHIP Stewardship is the responsible management and oversight of grant funds, which ensures that funds are used properly and benefit the populations in need. 2018

STEWARDSHIP PRACTICES Supervise projects Implement projects as approved Report irregularities Submit reports Retain documents 2018

Foundation Grant Financial Requirements Disbursement Requirements: – Do not disburse funds until your grant application is approved – Maintain separate grant bank accounts – Two (2) signatures required for disbursements. – Invoices and proof of payment required for all disbursements. Proof of Expenditures: – Promptly deliver receipts for all expenditures to the Club Treasurer. – If there is a difference between the receipt and invoice amounts, prove documentation to the Treasurer – Retain account records in physical form and electronic form for five (5) years from the date of Approval of the Final Report. 2018

Foundation Grant Financial Requirements (cont.) Monthly Reconciliation: – The District Grant Account and each Global Grant Account will be reconciled on a monthly basis by the Club Treasurer and a report of this shall be made to the Club President and President-elect - Clubs will only be required to maintain a Global Grant Account if they are responsible for management of the funds. This is usually the role of the International partner. 2018

District Audit of Grant Records If your club is selected to be audited, the following documents will be requested for the review by a member of the audit committee: 1. The grant report showing the revenues and disbursements for the project 2. Bank statements 3. Cancelled checks 4. Bank signature cards 5. Check registers 6. Invoices and receipts to support disbursements 7. Bank reconciliations 2018

District Audit of Grant Records (cont.) If your club is selected to be audited, the following documents will be requested for the review by a member of the audit committee: 8. List of physical assets acquired for the grant projects, if any 9. Report to district of misuse of funds, if any The review is limited only to the transactions regarding the grant, and does not include the other operations and bank accounts of the club. 2018

STEWARDSHIP ACTIVITIES The Foundation manages grant funds through: Report tracking Routine monitoring Investigating allegations Stewardship seminars Qualification 2018

DISTRICT QUALIFICATION Complete the qualification process online annually Agree to implement the memorandum of understanding (MOU) Conduct grant management seminars for clubs 2018

CLUB QUALIFICATION Agree to implement the club memorandum of understanding (MOU) Attend a grant management seminar Complete any other district requirements 2018

TAKE ACTION – DISTRICT GRANTS Complete Club Qualification Complete Final Reports on current District Grants Talk with your President Elect and Incoming Board about possible projects – both local and international Discuss funding required and how to obtain Be ready to submit District Grant Application July 1 – August 1st. Ensure two members attend Fall Grant Management Seminar to be ready for next year 2018

TAKE ACTION – GLOBAL GRANTS Talk with your district Rotary Foundation Grant committee chair or Global Grant chair about a future project. Work with your district international service committee chair or your district Rotary Foundation committee chair to improve the quality, impact, and sustainability of your global grant projects. Read the Guide to Global Grants Review the Community Assessment Tools Start with the Global Grant Template / Do not submit! 2018

RESOURCES DRFC Chair Laura Steelquist [email protected] DRFC Vice Chair Mark Harbison [email protected] Global Grants Chair James Ham [email protected] District Grants Chair Gloria King [email protected] International Service Murray Visser [email protected] Scholarship Chair Alan Kusunoki [email protected] 2018

Questions? Thank you for your time and service! 2018