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Humanitarian Grants Program. Humanitarian Grant Standards Rotarian participation Rotary networks...

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  • Humanitarian Grants Program

  • Humanitarian Grant StandardsRotarian participationRotary networksHumanitarian needsStewardship

  • Rotarian ParticipationActive participationParticipation from both countriesClub and district commitment and responsibility

  • Rotary NetworksDevelop stronger Rotary networksCultivate Rotarian, club, and district partnershipsCultivate relationships with other organizations

  • Humanitarian NeedsHost Rotarians and community identification of needs and project initiationSustainable developmentInvolvement of local community and beneficiaries

  • StewardshipTreating TRF funds as a sacred trustCompetent and thorough supervision of the projectStandard business practiceReporting irregularity to TRF

  • StewardshipImplementing projects as approvedFinancial review of projectsTimely and complete reporting4-Way TestDeclaration of Rotarians in Businesses and Professions

  • Humanitarian Grants ProgramUpdates

  • Recent Changes - RationaleEnsure available resourcesIncrease transparencyImprove quality of reports

  • Minimum Grant AwardEffective 1 July 2005Minimum US$5,000 award from TRFSustainable projectsIncreased community impact

  • Individual GrantsEffective 1 July 2005 Moratorium on new applications for 2005-06

    Effective 1 July 2006Moratorium lifted for travel after 1 October 2006

  • Reporting RequirementsEffective 1 July 2005Progress reports required at least every twelve monthsFinal report due within two months of projects completion

  • Report ContentProject accomplishmentsRotarian participationStatement of income and expenseBank statementImpact on beneficiary

  • Host Partner ContributionEffective 1 July 2006 US$100 minimum contributionGreater investment of host partnerIncreased local oversight

  • Project CommitteeEffective 1 July 2006Project committee of at least three RotariansHost and internationalLends itself to increased transparencyCorporate responsibility

  • DGSC CertificationEffective 1 July 2006Host or international partner DGSCRequired to review applications before submission to TRFCertify accuracy and completeness

  • TimelinesEffective 1 July 2006Applications must meet conditions for approval within six months of receipt at TRFApproved applications must meet conditions for payment within six months after approval

  • Blane Immunization GrantsProgram ending by 31 December 2007Deadline for submitting new applications is 31 December 2006All final reports must be submitted by 31 December 2007

  • How to Create a Viable Humanitarian Project

  • Keys to SuccessProject meets real needs of receiving communityRotarian, club, district, and community support (host and international)Proper fiscal oversight Effective partnerships and communicationProject plan with goals and anticipated outcomes

  • Steps to SuccessStep One: Needs assessment

  • Needs AssessmentGather information about a community problemEvaluate the clubs and communitys:Strengths and assetsChallenges and needsOpportunities for projectsHindrances to projects

  • Steps to SuccessStep One: Needs assessmentStep Two: Develop a partnership and build needed networks

  • Steps to SuccessStep One: Conduct a needs assessmentStep Two: Develop a partnership and build needed networksStep Three: Match community needs with the interest and strengths of the partners

  • Steps to SuccessStep One: Conduct a needs assessmentStep Two: Develop a partnership and build needed networksStep Three: Match community needs with the interest and strengths of the sponsorsStep Four: Create a project plan and budget

  • Creating a Project PlanCooperative effort of all sponsorsPurpose of project who, what, where, when and how Community involvement Rotarian participation

  • Creating a BudgetBased on the agreed upon project planWithin the means of the sponsorsReasonableReflect an appropriate use of fundsAdhere to TRF eligibility guidelines

  • BudgetA good budget contains:Items to be purchasedA description of the purpose, if unclearPrice of the itemsCorresponding supporting documentation (price quote)Exchange rate used to determine US$ value

  • Steps to SuccessStep One: Conduct a needs assessmentStep Two: Develop a partnership and build needed networksStep Three: Match community needs with the interest and strengths of the sponsorsStep Four: Create a project plan and budgetStep Five: Obtain funding

  • FundingBudgetSupporting documentation (price quotes)Contributions plus the Foundation match==

  • Cultivating and Sustaining Partnerships and Communication

  • Purpose of PartnershipMeets Trustee standard of developing Rotary networksBuilds international understanding, goodwill, and peaceAllows Rotarians to learn and share from each otherStrengthens Humanitarian Projects

  • Effective PartnershipClearly defined responsibilitiesDetailed plan of actionClear and open lines of communicationKnowledgeable and motivated partnersMutual respect

  • Equitable PartnershipsInternational partner does not impose project on host partnerHost partner expects active involvement of international partnerInternational partner participates in addition to providing funds

  • How to Find a Partner WCS Projects ExchangeGroup Study ExchangeInternational meetingsDistrict conferences International travel Volunteers

  • Effective CommunicationKnow project partnersAnticipate cultural misunderstandingsDiscuss problems openly and freelyCommunicate in a timely mannerPractice patience and good humor

  • Project CommitteeOversees and implements projectReports to board of sponsoring clubs Comprised of at least three members (effective 1 July 2006)

  • Committee MembersCommittedExpertsAccessibleRespectedResponsiveMulti-lingualWithout conflicts of interest

  • Primary ContactsMust be member of the:club if club- sponsored district if district-sponsoredRepresents the committeeShould have access to email and fax

  • Project PromotionProject partnersLocal press Presentations to other RotariansConferencesInternet

  • District Simplified Grants

  • District Simplified GrantsUtilize a portion of the districts DDF20% of DDF1 grant per district per Rotary yearHumanitarian EndeavorsLocal communityInternational serviceDirect Rotarian involvement

  • Policies and Guidelines Adherence to standard grant policiesRespect wishes of receiving community

  • Rotarian Involvement Community needs assessmentProject committeeProject implementationLiaison with community leaders and beneficiariesProject promotion

  • Request ProcedureDistricts are strongly encouraged to submit requests in year prior to funds being spentRequests accepted: 1 July 31 MarchRequests approved: 1 August 15 May

  • Request FormAmount requestedDRFC chair and DGE authorizationPayee Information (bank account)

  • Payment ProcedurePayment released at start of Rotary yearPayment of second DSG depends on submission of progress reports showing expenditure of at least 50% of prior grantMaximum of two paid open grants

  • Grants Over US$25,000Payment made in installments based upon a spending planSubsequent payments released after progress reports are receivedPublicity plan required prior to paymentAnnual independent financial review

  • Report ContentCumulative, District-level informationStatement of income and expenseBank statementIndividual project reports

  • Individual Project ReportNarrative statement about beneficiariesItemized list of expendituresDetailed description of projectDescription of Rotarian involvement

  • Matching Grants

  • Matching GrantsAddress humanitarian conditions that benefit a community in needDirect Rotarian involvementMatch at least two countries (host and international)1:1 match for DDF and 0.5:1 match for cash contributions

  • Matching Grant TypesMatching GrantsAward US$ 5,000 - $25,000Competitive Matching GrantsAward US$ 25,001 - $150,000Microcredit / Revolving Loan Fund

  • Competitive GrantsCommunity needs assessmentPublicity and spending planRevolving loan fund supplementAnnual independent financial review

  • Policies and Guidelines Adherence to Terms and Conditions of Matching Grant AwardMust be humanitarian projectProject must benefit a community in need

  • Rotarian InvolvementCommunicate with partners for life of projectEstablish committees to oversee projectPlan and implement project jointlyVisit project siteSubmit reports to TRFEnsure proper stewardship of grant funds

  • Application Procedure

  • Report ContentProject accomplishments Rotarian involvementInformation on the beneficiaryStatement of income and expenseBank statement

  • Health, Hunger and Humanity(3-H) Grants

  • Philosophy of 3-HGive them a fish and they eat for a day.Teach them to fish and they eat for a lifetime.

  • Program RequirementsImprove healthAlleviate hungerEnhance human and social developmentAdvance international understanding, goodwill and peace

  • Program RequirementsLong-term, self-help benefits2-4 yearsPrevious Matching Grant partnershipUS$100,000 - $300,000 award10% minimum contribution

  • Program RequirementsCommunity needs assessmentRotarian support and participationBeneficiary participationIntegrative approach

  • Integrative ApproachComponents of integrative approachTrainingCommunity participationCapacity buildingTechnical expertiseEquipment and materials

  • Rotarian InvolvementWork with community to

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