Grants Management Seminar – 15 December 2012        PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
District Organization• District Rotary Foundation Chair (DRFC)            PDG Usama Barghouthi  – District Grants Subcommi...
Concepts• We won’t explain ―why‖ anymore• New TRF Future Vision July 1, 2013• Focus on the Grant Process• We will teach yo...
Benchmarking TRF                            4,500                                                                         ...
The Rotary Foundation                                  12                                Funding                          ...
SIMPLIFY & FOCUS          Current Model                                              Future ModelEducational         Human...
80 / 20 Concept20% LongerTerm, HigherImpact                                                     80% Longer Term,          ...
Stronger                                clubs   Increased                                                      Better cont...
First Year of PilotPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
SHARE (50% WF + 50% DDF)    50 %WF                                              50 %DDFWORLD FUND                         ...
Funding Model Example  ANNUAL PROGRAMS FUND (US $1000 Donation)                         US $500         SHARE        US $5...
PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Areas of Focus• Peace and Conflict Resolution/Prevention• Disease Prevention and Treatment• Water and Sanitation• Maternal...
Compare Global Grants & Matching GrantsTo assist Rotary club and districts in carrying out vocational, scholarship, humani...
Global Grants are New!• Bigger Budgets    Minimum match by foundation $15,000    Minimum project budget is              ...
Global Grants are BIG!• Fund Large-scale International Projects• Respond to need identified locally• Designed so the commu...
District Grants are New!Will Fund:    Local or International Projects    Humanitarian, Educational & Travel    Disaster...
District Grants are Flexible!• Simple, flexible, innovative• Educational & humanitarian projects• Align with Rotary Founda...
Examples of Grant Activity  District Grants                                         Global Grants International travel fo...
Packaged Grants are New!•   Predesigned Large Projects•   Educational & Humanitarian Projects•   Comprehensive in Scope•  ...
Future Vision Plan GrantsWhat’s NOT Changed?   PolioPlus   Rotary International Peace Centers   Priority on ―Doing Good...
Spending Funds• District Grants  – The money is sent to the District  – The District decides how to spend it  – Local appl...
Quick ComparisonDistrict Grants                               Global Grants• Application process with the                •...
Mentor Training, FebruarySeminar – 15 December 2012   Grants Management 27, 2010Club QualificationPDG Ignace Mouawad – Rot...
Why have Qualification?Provides Clubs with information on• Rotary grant procedures• Good project management practices• Fin...
Club Qualification Requirements• Attendance by at least a Club member at the District’s  Grant Management Seminar, Saturda...
Memorandum of UnderstandingTwo pages, covering:• Terms of Qualification• Club Leadership Responsibilities for Qualificatio...
Which Clubs should qualify?• A Club that plans to be a Primary Club for a  Global Grant• A Club that wants to be ready to ...
Mentor Training, FebruarySeminar – 15 December 2012   Grants Management 27, 2010Club QualificationPDG Ignace Mouawad – Rot...
StewardshipStewardship is the responsiblemanagement and oversight of grantfunds, which ensures that funds are usedproperly...
Stewardship Practices• Have Rotarians supervise project• Implement projects as approved• Follow standard business practice...
Stewardship Activities• Report tracking• Routine monitoring• Random and targeted audits• Cadre and specialized auditors• I...
Mentor Training, FebruarySeminar – 15 December 2012   Grants Management 27, 2010Club QualificationPDG Ignace Mouawad – Rot...
Implementing the MOU1. District Qualification2. District Officer Responsibilities3. Club Qualification4. Financial Managem...
MOU Section 1: District QualificationA. A district is responsible for the use of funds for district-   sponsored grants, r...
MOU Section 2: District Officer ResponsibilitiesDistrict officer responsibilities include:1. Implementing, managing, and m...
MOU Section 3: Club QualificationA. A club must be qualified in order to receive TRF   global grants. Club qualification i...
MOU Section 4: Financial Management PlanThe financial management plan must include procedures to1. Maintain a standard set...
MOU Section 5: Annual Financial AssessmentA. A financial assessment is substantially smaller in scope   than an audit or r...
Audit Committee Appointmentthe audit committee meet the followingrequirements?• Members are active Rotarians in good  stan...
The following Rotarians cannot serve on the auditcommittee because there would be a conflict of interest:  •   District go...
MOU Section 6: Bank Account RequirementsA. The district bank account must   A. Have a minimum of two Rotarian signatories ...
MOU Section 7: Report on Use of Grant FundsA. Districts must report to their clubs on the use of all   District Designated...
MOU Section 8: Document RetentionA. Documents that must be maintained include, but are not limited to   1. Bank informatio...
MOU Section 9: Reporting and Resolving Misuse  A. Districts must create a system to facilitate and track     reports of mi...
Mentor Training – 27 February 2010 15 December 2012Grants Management Seminar –Global Grants                 Slide 46      ...
Mentor Training – 27 February 201015 December 2012Grants Management Seminar –Global Grants                 Slide 47       ...
Rotary Foundation District Grants• Simple, flexible, innovative• Educational and humanitarian projects and activities  con...
Sharpen FocusThe Foundation will focus support in  six areas based on its mission statement:•   Peace and Conflict Resolut...
Examples of District GrantsFund volunteer travel                            Donate literacy supplies                      ...
Funding Guidelines 2013-14• District Funding (DDF) Available:• Up to $2,000/per club—must be matched by Club  donations• M...
District Grant Guidelines• Clubs must be up-to-date on District & RI dues• Club donations to Annual Programs Fund (unrestr...
District Literacy Grants Guidelines• Clubs may receive a second District  Grant if used for a literacy project in  local T...
District Grant Timeline 2013-2014• Sept. 1: District Grant Applications due  online• Sept. 1-30: Review of District Grants...
Grants Management Seminar –Mentor Training – 27 February 2010 14 December 2012Global Grants                 Slide 55      ...
Project Funding: A Basic GrantClub Name (or District)    District             Cash             DDF            TotalHost Sp...
A Multi-club Grant - PartneringClub Name (or District)    District             Cash             DDF            TotalHost S...
A Multi-district GrantClub Name (or District)      District            Cash             DDF            TotalHost Sponsor C...
Project Funding: Another exampleClub Name (or District)    District             Cash             DDF            TotalHost ...
Project Funding: Another example – fixed?Club Name (or District)    District             Cash             DDF            T...
Project Funding: Another example - doableClub Name (or District)    District             Cash             DDF            T...
Humanitarian ProjectsGlobal Grants Host country is Lebanon                                Contribution                   ...
Humanitarian ProjectsGlobal Grants Host country is Lebanon                                Contribution                   ...
ScholarshipGlobal Grants Education will be in America                               Contribution                         T...
Vocational Training Team (VTT)                                            GSEGlobal Grants Exchange between two countries ...
The Proposal• The Proposal is to sell the project concept and  shows the investigation and analysis that was  done:  – Wha...
Creating the Proposal• Study the Proposal and Application Checklist• Study the Proposal questions.• Decide whether you or ...
Key Proposal Questions4. Community needs6. How will the project meet those needs?8. How will the benefitting community be ...
Proposal – Next Steps• Proposal approved for DDF by the  District 2452 Foundation Committee.• Enter the Proposal via RI Me...
The Application• The Application is to show that the  project is well-planned and will be  executed successfully.• The pro...
The Application – Two Parts• Common Information  – Three person committee  – Budget summary  – Signatures• Humanitarian In...
Project Bank Account• An account dedicated to the project must be set  up.  – (An overseas USD account requires the bank t...
Collecting Pledged Money• Pledges may be sent by Clubs and  Individuals directly to RI/TRF with the  proper form.• But the...
Funding the Project• The Rotary Fund receives the pledged  cash from the Host and International  sources.• TRF wires the t...
Project Management• It’s difficult when you are not the performing organization.• Get a clear understanding and agreement ...
Global Grants Project Reporting• A Progress Report is due 12 months after TRF funds  are disbursed, and every 12 months th...
Pitfalls to Avoid• Sustainability plan not provided.• Financing plan not based on actual pledges.• Not providing required ...
Congratulations!• You and your Host Club have  completed your Global Grant Project.• Now tell the world about it.  – Uploa...
Grants Management Seminar –Mentor Training – 27 February 2010 14 December 2012Global Grants                 Slide 79      ...
Link to Member Access  PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Member Access PortalPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
AgreementPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
ReportingPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Future Vision Home Page  PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Memorandum of Understanding    PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Financial Assessment PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Payee InformationPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
AuthorizationsPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Grants Management Seminar –Mentor Training – 27 February 2010 15 December 2012Global Grants                 Slide 90      ...
Global Grant Example 1• A district sponsors a scholar to another country to  enroll in a two-year master’s degree program ...
Global Grant Example 2• Clubs and districts apply for a Rotary Foundation  Global Grant to help implement an international...
Global Grant Example 3• A vocational training team of ten physicians travel to another  country to study how healthcare pr...
District Grant Example 1• International travel for a local doctor to volunteer  at a clinic. The district has complete con...
District Grant Example 2• Scholarship for a student to attend a local  university. The district will be able to determine ...
District Grant Example 3• Donating art supplies for an after-school youth  program.• The district can choose to do this lo...
District Grant Example 4• Send Shelter Box containers in response to  natural disaster in another district.• The district ...
District Grant Example 5• Support a district project funded primarily by the  clubs.• Rotarians from several Rotary clubs ...
District Grant Example 6• Hold a professional exchange with another district  similar to the current Group Study Exchange ...
Success Stories «2 Global Grants»   PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
Global Grant Project Project Title: Supplying Clean Water to Fradees Village in Zgharta Project Area: Fradees Village in Z...
•   The water needed for the cows and sheep was carried by    tanks from a small and dirty river, which is located 5 km   ...
•   This project would supply and completely recover the    need of bringing water, which would also be useful for    the ...
TRF Project Global Grant Number : GG 1125268Project has been approved       : 05 April 2014GLOBAL GRANT CONTRIBUTIONS(GG 1...
TRF Project Global Grant Number : GG 1125268Project has been approved       : 05 April 2014GLOBAL GRANT CONTRIBUTIONS(GG 1...
Global Grant Project Project Title: Majdel Achieving Healtier Drinking Water Groundwork Project. Project Area: Majdel is a...
Majdel Water Project• What was the problem?  – A 50 year old water supply system providing water to    village of 500-3000...
Majdel Water Project• What was the solution?  – Install 12000 meters of 10 cm High Density Poly    Ethylene water pipe (th...
TRF Project Global Grant Number : GG 1125367Project has been approved       : 05 May 2014GLOBAL GRANT CONTRIBUTIONS(GG 112...
TRF Project Global Grant Number : GG 1125367Project has been approved       : 05 May 2014 GLOBAL GRANT CONTRIBUTIONS(GG 11...
Grants Management Seminar –Mentor Training – 27 February 2010 15 December 2012Global Grants                 Slide 111     ...
Global Grant ProposalA:Host and International sponsor informationB:Community NeedsC:Activities DescriptionD:Area of FocusE...
Global Grant ProposalProject Title : School renovation projectGlobal Grant Status Proposal : Draft       PDG Ignace Mouawa...
Section A:Host and International Sponsor InformationHost Sponsor Contact Name: Ignace MouawadInternational Sponsor Contact...
Section B: Community Needs(1) - Describe the benefiting community including its locationusing any relevant geographic and ...
(2) - What community needs have been identified? If theactivity is a scholarship, enter "N/A―  The school was built forty ...
(3) - How are these needs currently beingaddressed with local resources and/or governmentagencies, NGOs etc...? If the act...
Section C: Activity Description(1) - Summarize the proposed activity(ies)   To cope with the ongoing problems within the s...
(2) - Please list any cooperative organization(s) orUniversity(ies) involved in the proposedactivity(ies)1. Rene Mouawad F...
(3) - Describe how the benefiting community(ies) will beinvolved in the activity(ies). (Provide specific examples) If thea...
Section D: Area of Focus(1)- With which area(s) of focus is the proposed   activity aligned?•   Peace and Conflict prevent...
(2) - Describe how the activity(ies) will address thegoal(s) of the area(s) of focus  1.To enable the poor hilltribe stude...
Section E: Project Outcomes(1) - What are the immediate and long term    outcomes of the activity?   1. More attending stu...
(2) - Explain how all involved parties will act toensure the sustainability of the activities and/oroutcomes. 1.Effective ...
Section F: BudgetName of Local Currency Thai bahtExchange Rate to 1 USD: (Link to the Official RI Exchange Rates)NOTE: You...
Budgeted Total in Local Currency: 111,750,000 LLBudgeted Total in USD: 74,500        PDG Ignace Mouawad – Rotary Club Beir...
Section G: Financing(1) - DDF Amount in USD 29,000(2) - Rotarian Cash Amount in USD (Matched by TRF andforwarded either to...
*** Financing     Part            District                Club                TRF(WF)           Grand-                    ...
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The Rotary Foundation Grants 20121215

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A PowerPoint presentation about the Future vision of The Rotary Foundation. How to use the Global Grants and District Grants. A lot of example to explain the new system

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The Rotary Foundation Grants 20121215

  1. 1. Grants Management Seminar – 15 December 2012 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  2. 2. District Organization• District Rotary Foundation Chair (DRFC) PDG Usama Barghouthi – District Grants Subcommittee Chair (DGSC) PDG Farid Gebran • District Global Grants Chair • District District Grants Chair – District Fundraising Chair – District PolioPlus Chair – Foundation Mentors PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  3. 3. Concepts• We won’t explain ―why‖ anymore• New TRF Future Vision July 1, 2013• Focus on the Grant Process• We will teach you, but not do it for you• 2 ways to do grants• Common sense• Follow the money PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  4. 4. Benchmarking TRF 4,500 4,160 Number of Grants Awarded 4,000 3,500 3,000 2,500 2,000 1,500 1,000 1,000 500 535 500 180 0 Conrad MacArthur Lions Habitat For The Rotary Hilton Foundation International Humanity FoundationAnnual Budget: $100 M $260 M $38.5 M $100 M $100 MAverage Award: $500,000 $520,000 $72,000 $100,000 $12,5002006-07 data PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  5. 5. The Rotary Foundation 12 Funding models 26 30 currencies volunteer positions 200 countries and territories PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  6. 6. SIMPLIFY & FOCUS Current Model Future ModelEducational HumanitarianPrograms GrantsAmbassadorial Matching GrantsScholarships District Global Packaged District Simplified Grants Grants GrantsRotary Grants Grantsfor UniversityTeachers Volunteer Service GrantsGroup StudyExchange 3H Grants Rotary Centers and PolioPlus ZONE 33 TRF LEADERSHIP TRAINING SEMINAR PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  7. 7. 80 / 20 Concept20% LongerTerm, HigherImpact 80% Longer Term, Higher Impact 80% Shorter Term, 20% Shorter Lower Impact Term, Lower Impact PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  8. 8. Stronger clubs Increased Better contributions projects Greater Enhanced impactpublic image Greater Increased global reach membership and donor base PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  9. 9. First Year of PilotPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  10. 10. SHARE (50% WF + 50% DDF) 50 %WF 50 %DDFWORLD FUND DISTRICT DESIGNATEDGLOBAL GRANTS FUNDTRF SUPPORT a- 50 % District Grants (max) b- 50 % Global PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  11. 11. Funding Model Example ANNUAL PROGRAMS FUND (US $1000 Donation) US $500 SHARE US $500 District Controlled Trustees Controlled District Other World (Cash, Permane Designated Fund nt Fund Fund Earnings) Remaining DDF Up to US $250 Balance (Minimum of US $250) Global Grants District Grants (World Fund match to DDF and cash) PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  12. 12. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  13. 13. Areas of Focus• Peace and Conflict Resolution/Prevention• Disease Prevention and Treatment• Water and Sanitation• Maternal and Child Health• Basic Education and Literacy• Economic and Community Development PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  14. 14. Compare Global Grants & Matching GrantsTo assist Rotary club and districts in carrying out vocational, scholarship, humanitarian projects  Global Grants  Matching Grants  Min. $15,000 TRF  Min. $5,000 TRF  Max. $200,000 TRF  Max. $100,000 TRF Minimum Project : Minimum Project : $30.000 $10.000 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  15. 15. Global Grants are New!• Bigger Budgets  Minimum match by foundation $15,000  Minimum project budget is $30,000• Align with one of the six areas of focus• Longer-term Impact of grant• Grant managed by Rotary Foundation PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  16. 16. Global Grants are BIG!• Fund Large-scale International Projects• Respond to need identified locally• Designed so the community can help itself after the Rotary work is done• Apply online at Rotary website• Active Rotary Involvement• Support Graduate-Level International Study PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  17. 17. District Grants are New!Will Fund:  Local or International Projects  Humanitarian, Educational & Travel  Disaster Recovery & Other• Grant Match may average $3,000• Grants Managed by Our District• Maximum District match is $10,000 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  18. 18. District Grants are Flexible!• Simple, flexible, innovative• Educational & humanitarian projects• Align with Rotary Foundation mission• Smaller budgets & local decisions• Local decision making• No Match from Rotary Foundation PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  19. 19. Examples of Grant Activity District Grants Global Grants International travel for  International safe drinking local doctor to volunteer. water, sanitation, and Scholarship for student to hygiene education attend local university.  Sponsorship of student to Donation of art supplies to Study Abroad. assist local youth.  International malaria project Mixed profession  Single vocation Rotary vocational training teams Vocational Training Team sent abroad Other Examples ? Other Examples ? PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  20. 20. Packaged Grants are New!• Predesigned Large Projects• Educational & Humanitarian Projects• Comprehensive in Scope• Sustainable Programs• Funded by Strategic Partner & Rotary• Implemented by Rotarians• Initial Partners include Mercy Ships, Oikocredit, UNESCO – Institute for Water Education and Aga Khan University PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  21. 21. Future Vision Plan GrantsWhat’s NOT Changed? PolioPlus Rotary International Peace Centers Priority on ―Doing Good in World‖ ―Hands-on‖ Rotary Projects Partnerships with Other Rotarians Trust, Friendships & Relationships PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  22. 22. Spending Funds• District Grants – The money is sent to the District – The District decides how to spend it – Local application process and reporting• Global Grants – The money stays at TRF – The District approves the use of the DDF – 2 application processes (and reporting) • At the District level to approve the DDF allocation • At TRF to approve the Global Grant PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  23. 23. Quick ComparisonDistrict Grants Global Grants• Application process with the • Application process with The District Rotary Foundation• Can be local • Must be international• No partner required • Partner club is required• Max $3,000 DDF • Max $10,000 DDF• No TRF match • TRF match• No Paul Harris credit • Paul Harris credit• Club must be qualified • Clubs must be qualified• Smaller projects • Bigger projects PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  24. 24. Mentor Training, FebruarySeminar – 15 December 2012 Grants Management 27, 2010Club QualificationPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON Slide 24
  25. 25. Why have Qualification?Provides Clubs with information on• Rotary grant procedures• Good project management practices• Financial stewardship requirements PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  26. 26. Club Qualification Requirements• Attendance by at least a Club member at the District’s Grant Management Seminar, Saturday, December 15, 2012.• Memorandum of Understanding read, understood, and signed by – Club President – President-elect• Club must be current on all grant reporting.• Club must be current on District dues.• Club must be current on RI dues. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  27. 27. Memorandum of UnderstandingTwo pages, covering:• Terms of Qualification• Club Leadership Responsibilities for Qualification• Financial Management• Document Retention• Report on Use of Grant Funds• Method for Reporting and Resolving Misuse of Grant Funds PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  28. 28. Which Clubs should qualify?• A Club that plans to be a Primary Club for a Global Grant• A Club that wants to be ready to do a Global Grant just in case• A Club that wants to get some DDF from the District for a District or Global Grant PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  29. 29. Mentor Training, FebruarySeminar – 15 December 2012 Grants Management 27, 2010Club QualificationPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON Slide 29
  30. 30. StewardshipStewardship is the responsiblemanagement and oversight of grantfunds, which ensures that funds are usedproperly and benefit populations in need. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  31. 31. Stewardship Practices• Have Rotarians supervise project• Implement projects as approved• Follow standard business practice• Report irregularities• Submit reports• Retain documents PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  32. 32. Stewardship Activities• Report tracking• Routine monitoring• Random and targeted audits• Cadre and specialized auditors• Investigating allegations• Stewardship seminars PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  33. 33. Mentor Training, FebruarySeminar – 15 December 2012 Grants Management 27, 2010Club QualificationPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON Slide 33
  34. 34. Implementing the MOU1. District Qualification2. District Officer Responsibilities3. Club Qualification4. Financial Management Plan5. Annual Financial Assessment6. Bank Account Requirements7. Report on Use of Grant Funds8. Document Retention9. Method for Reporting andResolving Misuse of Grant Funds PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  35. 35. MOU Section 1: District QualificationA. A district is responsible for the use of funds for district- sponsored grants, regardless of who controls the funds.B. A district is responsible for a club-sponsored grant if the sponsoring club has been terminated or is otherwise unable to take responsibility for the grant.C. To maintain qualified status, a district must comply with this MOU and all applicable TRF policies.D. Qualification may be suspended or revoked for any of the following: 1. Misuse or mismanagement of grant funds, 2. Refusal to qualify member clubs without sufficient causeE. A district must cooperate with any financial, grant, or operational audits. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  36. 36. MOU Section 2: District Officer ResponsibilitiesDistrict officer responsibilities include:1. Implementing, managing, and maintaining the district and club qualification process2. Ensuring that all TRF grants adhere to stewardship measures and proper grant management practices3. Abiding by, following, enforcing, disseminating, and educating Rotarians on the terms and conditions for district and global grants4. Ensuring that all individuals involved in a grant conduct their activities in a way that avoids any actual or perceived conflict of interest PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  37. 37. MOU Section 3: Club QualificationA. A club must be qualified in order to receive TRF global grants. Club qualification is not required for a club to receive district grant funds.B. A district may establish additional requirements for club qualification, in order to take into consideration relevant local laws or district-specific circumstances. Additional requirements must be attainable by all clubs in the district.C. A district may allot district grant funds to nonqualified clubs in its district or other districts; PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  38. 38. MOU Section 4: Financial Management PlanThe financial management plan must include procedures to1. Maintain a standard set of accounts, which includes a complete record of all receipts and disbursements of grant funds2. Disburse grant funds, as appropriate3. Maintain segregation of duties for handling funds4. Establish an inventory system for equipment and other assets purchased with grant funds, and maintain records for items that are purchased, produced, or distributed through grant activities5. Ensure that all grant activities, including the conversion of funds, comply with local laws PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  39. 39. MOU Section 5: Annual Financial AssessmentA. A financial assessment is substantially smaller in scope than an audit or review,B. If the district has the district Rotary Foundation audit committee conduct the assessment, the committee may not include individuals directly involved with TRF grants and must meet the requirements found in the RI Bylaws, including: 1. Have at least three members 2. Have at least one member who is a past governor or a person with audit experience PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  40. 40. Audit Committee Appointmentthe audit committee meet the followingrequirements?• Members are active Rotarians in good standing• One member is either a past district governor or a person with audit experience PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  41. 41. The following Rotarians cannot serve on the auditcommittee because there would be a conflict of interest: • District governor • District Rotary Foundation committee chair • District treasurer • Member of district Rotary Foundation grants subcommittee • Member of district Rotary Foundation stewardship subcommittee • Member of district finance committee • District bank account signatory • Member of a grant project committee • Recipient of a Rotary Foundation grant PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  42. 42. MOU Section 6: Bank Account RequirementsA. The district bank account must A. Have a minimum of two Rotarian signatories from the district for disbursements B. Be a low- or noninterest-bearing accountB. Any interest earned must be documented and used for eligible, approved grant activities, or returned to TRF.C. A separate account should be opened for each district-sponsored grant, and the name of the account should clearly identify its use for grant funds.D. Grant funds may not be deposited in investment accounts including, but not limited to, mutual funds, certificates of deposit, bonds, and stocks.E. Bank statements must be available to support receipt and use of TRF grant funds.F. The district must maintain a written plan for transferring custody of the bank accounts in the event of a change in leadership. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  43. 43. MOU Section 7: Report on Use of Grant FundsA. Districts must report to their clubs on the use of all District Designated Funds (DDF) to their member clubs by: 1. Providing a report annually at a district meeting to which all clubs are invited or eligible to attend that includes a breakdown of expenditures for each project that received funding and the names of districts, clubs, and individuals who received grant funds 2. Including financial information on such grants in the governor’s final monthly communicationB. Districts must adhere to all TRF grant reporting requirements. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  44. 44. MOU Section 8: Document RetentionA. Documents that must be maintained include, but are not limited to 1. Bank information, including copies of past statements 2. Club qualification documents, Signed club MOUs Club attendance records for grant management seminar 3. District grant and district-sponsored global grant information, Information collected from clubs and entities receiving district grant funds Receipts and invoices for all purchases made with grant funds 4. Documented plans and procedures, financial management plan, procedure for storing documents and archives, succession plan for bank account signatories and retention of information and documentation, system to track reports of misuse and/or mismanagement of grant funds 5. Annual report from the financial assessment and use of grant fundsB. District records must be accessible and available to Rotarians in the district.C. Documents must be maintained for a minimum of five years, or longer if required by local law. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  45. 45. MOU Section 9: Reporting and Resolving Misuse A. Districts must create a system to facilitate and track reports of misuse and/or mismanagement of grant funds. B. Districts must promptly investigate reports of misuse or mismanagement of grant funds. C. Districts must report any potential or substantiated misuse or mismanagement of grant funds to TRF. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  46. 46. Mentor Training – 27 February 2010 15 December 2012Grants Management Seminar –Global Grants Slide 46 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  47. 47. Mentor Training – 27 February 201015 December 2012Grants Management Seminar –Global Grants Slide 47 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  48. 48. Rotary Foundation District Grants• Simple, flexible, innovative• Educational and humanitarian projects and activities consistent with mission• Smaller activities and projects• Local decision making with broader guidelines• District administers• General TRF guidelines• Creativity and accountability• Local and DDF funding only—no TRF match• Preference given to grants done with international clubs• Preference given to projects that meet 1 of the 6 focus areas PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  49. 49. Sharpen FocusThe Foundation will focus support in six areas based on its mission statement:• Peace and Conflict Resolution• Disease Prevention and Treatment• Water and Sanitation• Maternal and Child Health• Basic Education and Literacy• Economic and Community Development PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  50. 50. Examples of District GrantsFund volunteer travel Donate literacy supplies Send a ShelterBox to a disaster area PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  51. 51. Funding Guidelines 2013-14• District Funding (DDF) Available:• Up to $2,000/per club—must be matched by Club donations• Minimum project size: $5,000• Clubs may have two District Grants if one is a District Literacy Grant• No TRF match PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  52. 52. District Grant Guidelines• Clubs must be up-to-date on District & RI dues• Club donations to Annual Programs Fund (unrestricted giving) to TRF will be taken into consideration• Clubs may work together on a joint project—the host club must submit an application and a Final Report• If the project does not take the entire amount—the remainder must be returned to the District account• All paperwork (receipts, photos, project descriptions) are due by March 31, 2014 with the Final Report online PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  53. 53. District Literacy Grants Guidelines• Clubs may receive a second District Grant if used for a literacy project in local Title 1 (low income) schools• Clubs may provide reading books for grades Kindergarten—3rd grade• Clubs are encouraged to read to children in classrooms and present books to them at that time PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  54. 54. District Grant Timeline 2013-2014• Sept. 1: District Grant Applications due online• Sept. 1-30: Review of District Grants• Oct.1: District Grant Awards announced• Oct. 31: District Grants funds released to Clubs• Nov. 2013-March 2014: Projects Completed• March 31, 2014: Final Reports due online for review and approval by District Grants Chair PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  55. 55. Grants Management Seminar –Mentor Training – 27 February 2010 14 December 2012Global Grants Slide 55 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  56. 56. Project Funding: A Basic GrantClub Name (or District) District Cash DDF TotalHost Sponsor Club 2452International Sponsor Club 5340 $10,000 $10,000 $20,000 Club Cash and Total DDF : $10,000 $10,000 $20,000 TRF match % 50% 100% TRF match : $5,000 $10,000 $15,000 District 5340 DDF: $10,000 Total Project Funding: $35,000 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  57. 57. A Multi-club Grant - PartneringClub Name (or District) District Cash DDF TotalHost Sponsor Club 2452 $2,000 $4,000 $6.000International Sponsor Club 5340 $4,000 $4,000 $8,000Another D-5340 Club 5340 $4,000 $4,000 $8,000Another D-5340 Club 5340 $2,000 $2,000 $4,000 Club Cash and Total DDF : $12,000 $14,000 $26,000 TRF match % 50% 100% TRF match : $6,000 $14,000 $20,000 District 5340 DDF: $10,000 Total Project Funding: $46,000 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  58. 58. A Multi-district GrantClub Name (or District) District Cash DDF TotalHost Sponsor Club 2452 $2,000 $4,000 $6.000International Sponsor Club 5340 $4,000 $4,000 $8,000Another D-5340 Club 5340 $3,000 $3,000 $6,000Connecticut District Club 7980 $2,000 $4,000 $6,000 Club Cash and Total DDF : $11,000 $15,000 $26,000 TRF match % 50% 100% TRF match : $5,500 $15,000 $20,500 District 5340 DDF: $7,000 District 7980 DDF: $3,000 Total Project Funding: $46,500 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  59. 59. Project Funding: Another exampleClub Name (or District) District Cash DDF TotalHost Sponsor Club 2452 $500 $500International Sponsor Club 5340 $2,000 $2,000 $4,000Another D-5340 Club 5340 $4,000 $4,000 $8,000International NGO --- $20,000 $20,000 Club Cash and Total DDF : $26,500 $6,000 $32,500 TRF match % 50% 100% TRF match : $13,250 $6,000 $19,250 District 5340 DDF: $6,000 Total Project Funding: $51,750 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  60. 60. Project Funding: Another example – fixed?Club Name (or District) District Cash DDF TotalHost Sponsor Club 4400 $500 $500International Sponsor Club 5340 $2,000 $2,000 $4,000Another D-5340 Club 5340 $4,000 $4,000 $8,000International NGO --- $20,000 $20,000 Club Cash and Total DDF : $6,500 $6,000 $32,500 TRF match % 50% 100% TRF match : $3,250 $6,000 $9,250 District 5340 DDF: $6,000 Total Project Funding: $41,750 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  61. 61. Project Funding: Another example - doableClub Name (or District) District Cash DDF TotalHost Sponsor Club 2452 $500 $500International Sponsor Club 5340 $2,000 $2,000 $4,000Another D-5340 Club 5340 $4,000 $4,000 $8,000International NGO --- $20,000 $20,000Connecticut District Club 7980 $4,000 $4,000 $8,000 Club Cash and Total DDF : $10,500 $10,000 $40,500 TRF match % 50% 100% TRF match : $5,250 $10,000 $15,250 District 5340 DDF: $6,000 District 7980 DDF: $4,000 Total Project Funding: $55,750 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  62. 62. Humanitarian ProjectsGlobal Grants Host country is Lebanon Contribution TRFD 2452 DDF $ 5,000 $ 5,000D 1760 DDF $ 5,000 $ 5,000RC Beyrouth $ 5,000 $ 2,500RC Paris $ 5,000 $ 2,500 $ 20,000 $ 15,000 TOTAL $35,000 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  63. 63. Humanitarian ProjectsGlobal Grants Host country is Lebanon Contribution TRFD 2452 DDF $ 6,000 $ 6,000D 6100 DDF $ 5,000 $ 5,000RC Baabda $ 1,000 $ 500RC New York $ 5,000 $ 2,500 $ 17,000 $ 14,000 TOTAL $31,000 Is it acceptable? PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  64. 64. ScholarshipGlobal Grants Education will be in America Contribution TRFD 2452 DDF $ 7,000 $ 7,000D 9050 DDF $ 6,000 $ 6,000RC Tripoli $ 4,000 $ 2,000 $ 17,000 $ 15,000 TOTAL $32,000 For only one student PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  65. 65. Vocational Training Team (VTT) GSEGlobal Grants Exchange between two countries Contribution TRF D 2452 DDF $ 7,500 $ 7,500 D 7230 DDF $ 7,500 $ 7,500 $ 15,000 $ 15,000 TOTAL $30,000 For two teams PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  66. 66. The Proposal• The Proposal is to sell the project concept and shows the investigation and analysis that was done: – What are the specific needs? (Assessment results) – Does the community want it? – Will the community be involved in project execution? – What are the expected outcomes? – Will it be sustainable?• The purpose is to show that the project is a good one, with sustainable measurable results.• Also, the Proposal is the basis for selecting the projects to receive a DDF allocation. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  67. 67. Creating the Proposal• Study the Proposal and Application Checklist• Study the Proposal questions.• Decide whether you or the Host Club Primary Contact should write the first draft.• Analyze the project thoroughly and objectively to develop accurate answers.• Answer the questions directly and concisely.• At the Proposal stage, a detailed budget and funding plan is not required.• Get someone else to review the Proposal. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  68. 68. Key Proposal Questions4. Community needs6. How will the project meet those needs?8. How will the benefitting community be involved?9. Does the community want the project?10. What Area(s) of Focus are addressed?11. How does the project address Area(s) of Focus?12. Immediate and long-term outcomes13. Sustainability PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  69. 69. Proposal – Next Steps• Proposal approved for DDF by the District 2452 Foundation Committee.• Enter the Proposal via RI Member Access.• Proposal approved by TRF.• On to the Application! PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  70. 70. The Application• The Application is to show that the project is well-planned and will be executed successfully.• The project must not include any assessment activities. This should have been done to prepare the Proposal. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  71. 71. The Application – Two Parts• Common Information – Three person committee – Budget summary – Signatures• Humanitarian Information – Project Summary – Rotarian Participation – Cooperating Organization – Project Planning – Sustainability and Measurability PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  72. 72. Project Bank Account• An account dedicated to the project must be set up. – (An overseas USD account requires the bank to name a US ―correspondent bank‖).• Account may be set up and managed by either the Host Club or the International Club.• Two signatories are required, who must go the project via RI Member Access and confirm their assignment. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  73. 73. Collecting Pledged Money• Pledges may be sent by Clubs and Individuals directly to RI/TRF with the proper form.• But then the Primary Contact has a hard time tracking pledge status.• Recommendation: Collect all the International pledges and send them to TRF with a Multiple Donor Form(s). PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  74. 74. Funding the Project• The Rotary Fund receives the pledged cash from the Host and International sources.• TRF wires the total of Cash, DDF, and RI Match to the project account.• The project is now ―Paid‖. The clock has started! PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  75. 75. Project Management• It’s difficult when you are not the performing organization.• Get a clear understanding and agreement in advance with the Host Club on their responsibilities.• Encourage the Host Club to use the document storage feature of matchinggrants.org/global and the mailing list feature for project communications.• Show that you are interested and need information back here frequently for informal reports. Keep in touch. Skype works.• A visit to the project site is a great way to keep in touch.• Follow up on due dates in advance.• Stay current on reporting. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  76. 76. Global Grants Project Reporting• A Progress Report is due 12 months after TRF funds are disbursed, and every 12 months thereafter.• The Final Report is due two months after completion of project and includes an explanation of variances > 10%.• Bank statements for all expenses are required for both Progress and Final Reports.• Reports are submitted online through RI Member Access, completing the appropriate forms plus uploads.• There are special reports for VTTs, Global Scholars, and Microfinance projects. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  77. 77. Pitfalls to Avoid• Sustainability plan not provided.• Financing plan not based on actual pledges.• Not providing required MOUs.• Funds were not placed in separate bank account.• Not getting signatures when needed.• Uploaded bank statements not legible, or cannot be matched to reported expenses.• Late reports. Most frequent problem. Affects other projects. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  78. 78. Congratulations!• You and your Host Club have completed your Global Grant Project.• Now tell the world about it. – Upload pictures and stories. – Write a press release. – Offer to do Club presentations – Write the Rotarian. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  79. 79. Grants Management Seminar –Mentor Training – 27 February 2010 14 December 2012Global Grants Slide 79 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  80. 80. Link to Member Access PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  81. 81. Member Access PortalPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  82. 82. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  83. 83. AgreementPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  84. 84. ReportingPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  85. 85. Future Vision Home Page PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  86. 86. Memorandum of Understanding PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  87. 87. Financial Assessment PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  88. 88. Payee InformationPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  89. 89. AuthorizationsPDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  90. 90. Grants Management Seminar –Mentor Training – 27 February 2010 15 December 2012Global Grants Slide 90 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  91. 91. Global Grant Example 1• A district sponsors a scholar to another country to enroll in a two-year master’s degree program in the field of water management.• The global grant covers the scholar’s expenses before she departs—for example visa application, participation in a regional outbound orientation seminar for Foundation grantees, and airline ticket.• The grant also covers the scholar’s expenses while abroad—for example tuition, language training, housing, food, and costs associated with her field research and supplies while in India. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  92. 92. Global Grant Example 2• Clubs and districts apply for a Rotary Foundation Global Grant to help implement an international malaria project that has been designed with support from one of the Foundation’s strategic partners to distribute bed nets and malaria treatments.• The partner organization helps provide surveillance and training in collaboration with Rotarians on the ground who are distributing bed nets and training people to use them in rural areas. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  93. 93. Global Grant Example 3• A vocational training team of ten physicians travel to another country to study how healthcare professionals treat foot injuries resulting from various diseases.• The global grant covers the team’s expenses before it departs—for example visa applications, inoculations, participation in a regional outbound orientation seminar for Foundation grantees, language training, and airline tickets.• The grant also covers the team’s expenses while abroad—for example housing, food, supplies to construct the footwear, and hosting the workshop.• The district includes in the grant the cost for a reciprocal visit of a vocational training team from the other country where they can receive specialized training. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  94. 94. District Grant Example 1• International travel for a local doctor to volunteer at a clinic. The district has complete control over the length of travel and who is qualified to go.• Possible travelers could be non-Rotarians, Rotarians, Rotaract members, spouses of Rotarians, etc.• The district will also have the flexibility to cover any immunizations, visas, hotel costs, supplies relating to the project. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  95. 95. District Grant Example 2• Scholarship for a student to attend a local university. The district will be able to determine the area of study, length of study term, and the age and previous experience the scholar should have.• The scholarship could fund their travel, tuition, books, and other school fees. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  96. 96. District Grant Example 3• Donating art supplies for an after-school youth program.• The district can choose to do this local project in conjunction with a single club or as a district wide project.• They will also be able to provide $500 worth of supplies or $15,000 worth of supplies, depending on how the district chooses to use these funds. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  97. 97. District Grant Example 4• Send Shelter Box containers in response to natural disaster in another district.• The district may have initially earmarked funds for an after school program.• After learning about a recent disaster, the district can change its original plans and use that funding to respond to the disaster. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  98. 98. District Grant Example 5• Support a district project funded primarily by the clubs.• Rotarians from several Rotary clubs in the district work together to develop a water project in a rural village and have raised some funding on their own but need a small amount more to complete the project and purchase the necessary equipment.• The district distributes some of their district grant funds to the clubs involved to complete this small humanitarian project in their district. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  99. 99. District Grant Example 6• Hold a professional exchange with another district similar to the current Group Study Exchange program.• The district could select participants to travel based on their own requirements and use district grant funds to purchase the airfare and other travel-related expenses.• The district might also choose to use these funds to bring a team from another district as part of the exchange. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  100. 100. Success Stories «2 Global Grants» PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  101. 101. Global Grant Project Project Title: Supplying Clean Water to Fradees Village in Zgharta Project Area: Fradees Village in Zgharta is in the North part of Lebanon. Total Project Amount: $55,250Project Description: Fradees is a village located betweenthe provinces of Zgharta and Becharre. The village has apopulation of 500, dealing with raising livestock and partiallyagriculture. The village had very insufficient amount of waterwhich was being collected in a 45-years-old tank and givento the village two times a day for periods of 30 minutes. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  102. 102. • The water needed for the cows and sheep was carried by tanks from a small and dirty river, which is located 5 km away from the village.• There are two springs in the northwest of the village, in 4.6km distance. This project aimed to bring the water from these two springs to the village and supply discharge of 0.7lt per second to be used by 500 people and 200 cows and 700 sheep.• The currently available amount of water was extremely insufficient for the people living in the village.• Moreover the water need of the livestock could not be supplied, which is very important for financial development of the village. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  103. 103. • This project would supply and completely recover the need of bringing water, which would also be useful for the public health, to the village.• On the other hand, villagers would save a considerable amount of time, whereas they are currently spending for fetching water.• Successfully completion of this project helped villagers to spend more time for their economical activities. If needed, all required repairs will be funded by the Municipality.• The project has been completed succesfuly and closed. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  104. 104. TRF Project Global Grant Number : GG 1125268Project has been approved : 05 April 2014GLOBAL GRANT CONTRIBUTIONS(GG 1125268) :D-2452 (DDF) $5,000D-3630 (DDF) $5,000D-3131 (DDF) $6,000RC Zgharta Zawie $4,800RC Koura $5,200RC Tripoli $2,500RC Tripoli Maarad $2,500RC Tripoli Mina $500 TRF WORLD FUND MATCH: PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  105. 105. TRF Project Global Grant Number : GG 1125268Project has been approved : 05 April 2014GLOBAL GRANT CONTRIBUTIONS(GG 1125268) :D-2452 (DDF) $5,000 $5,000D-3630 (DDF) $5,000 $5,000D-3131 (DDF) $6,000 $6,000RC Zgharta Zawie $4,800 $2,400RC Koura $5,200 $2,600RC Tripoli $2,500 $1,250RC Tripoli Maarad $2,500 $1,250RC Tripoli Mina $500 $250 TRF WORLD FUND MATCH: $23,750 TOTAL: $55,250 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  106. 106. Global Grant Project Project Title: Majdel Achieving Healtier Drinking Water Groundwork Project. Project Area: Majdel is a village in Mont Lebanon Total Project Amount: $60,250Project Description: The villagers are residents of Majdel,which consists of 375 houses. Some of the residents areliving abroad but staying in Majdel in summers. Thepopulation of permanent residents, which stands for 280houses, are 750. In summer, this number reaches up to3000. This project will supply and completely recover theneed of drinking water, which will also be useful for the publichealth, to the village. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  107. 107. Majdel Water Project• What was the problem? – A 50 year old water supply system providing water to village of 500-3000 (seasonal residences). Original construction of Eternit reinforced concrete pipes, now cracked and failing. The results were: • High incidence of cancer • High loss of water due to leakage • Infusion of ground living bacteria and diseases • Insufficient water pressure to serve all houses in village PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  108. 108. Majdel Water Project• What was the solution? – Install 12000 meters of 10 cm High Density Poly Ethylene water pipe (the current world standard) to replace the failing pipe. Integrate with existing valves, where possible, additional valves and pipes to serve added houses in village. – Get local cooperation and participation with equipment, design, on-site supervision. Coordinate with seasonally available labor (volunteer & paid) PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  109. 109. TRF Project Global Grant Number : GG 1125367Project has been approved : 05 May 2014GLOBAL GRANT CONTRIBUTIONS(GG 1125268) :RC of Aley $1,250 District 5960 DDF $11,625RC Baabda $1,500 District 2452 DDF $5,000RC Batroun $1,500 3 Clubs Germany $3,000RC Beirut Metro $1,750 2 Clubs France $3,000RC Beirut Center $1,500RC Beirut Cosmo $1,500RC Beirut Phoenix $1,500RC Byblos Jbeil $1,500 TRF TOTAL: PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  110. 110. TRF Project Global Grant Number : GG 1125367Project has been approved : 05 May 2014 GLOBAL GRANT CONTRIBUTIONS(GG 1125268) :RC of Aley $1,250 District 5960 DDF $11,625RC Baabda $1,500 District 2452 DDF $5,000RC Batroun $1,500 3 Clubs Germany $3,000RC Beirut Metro $1,750 2 Clubs France $3,000RC Beirut Center $1,500RC Beirut Cosmo $1,500RC Beirut Phoenix $1,500RC Byblos Jbeil $1,500 TRF $25,625 TOTAL: $60,250 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  111. 111. Grants Management Seminar –Mentor Training – 27 February 2010 15 December 2012Global Grants Slide 111 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  112. 112. Global Grant ProposalA:Host and International sponsor informationB:Community NeedsC:Activities DescriptionD:Area of FocusE:Project OutcomesF:BudgetG:Financing PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  113. 113. Global Grant ProposalProject Title : School renovation projectGlobal Grant Status Proposal : Draft PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  114. 114. Section A:Host and International Sponsor InformationHost Sponsor Contact Name: Ignace MouawadInternational Sponsor Contact Name: ???????? PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  115. 115. Section B: Community Needs(1) - Describe the benefiting community including its locationusing any relevant geographic and demographic information(Please be as specific as possible). If the activity is ascholarship, enter "N/A"The benefiting community is Ehden Public school which is inthe high mountain area of North Lebanon. The location is twohour road trip from the city of Beirut. The attending studentsare economically poor hilltribe whose family make their livingon growing cash crops. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  116. 116. (2) - What community needs have been identified? If theactivity is a scholarship, enter "N/A― The school was built forty year ago by the LEBANESEgovernment and since then hardly have sufficient budget tomaintain its facilities due to the budget constraint. As a result,the present physical condition of the school is thereforedeteriorating and become un-functional. Classroom in primary level is urgently needed to berenovated while nurse room and child center are virtually leftwithout any available facilities. Old and unsanitary toilet arenot working and severe shortage of water supply still remain. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  117. 117. (3) - How are these needs currently beingaddressed with local resources and/or governmentagencies, NGOs etc...? If the activity is ascholarship, enter "N/A"Though no major assistance is provided but theschool has occasionally received the material inkind by some charitable organizations PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  118. 118. Section C: Activity Description(1) - Summarize the proposed activity(ies) To cope with the ongoing problems within the school andto boost up the morale of the students and teaching staff,renovation on the deteriorating facilities will be immediatelycarried out. While 24,500 $ worth of grant will be used toimprove classroom condition, another 20,000 $ is plannedto go to recondition the toilet facility. Moreover, new watertanker and water filtering system will also be provided underthe given grant of 5,000 US $. lastly, the remaining grant of25,000 US $ will be included in renovation of nurse room ,library facility as well as learning and teaching equipments. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  119. 119. (2) - Please list any cooperative organization(s) orUniversity(ies) involved in the proposedactivity(ies)1. Rene Mouawad Foundation2. Municipality of Zgharta. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  120. 120. (3) - Describe how the benefiting community(ies) will beinvolved in the activity(ies). (Provide specific examples) If theactivity is a scholarship, please enter "N/A― 1.The Foundation will cover the over budget expenditureearmarked for the renovation and provision 2. The Municipality will coordinate with the villagers inproviding labour force during the renovation(4) - Has the benefiting community(ies) confirmed that theywould like this activity(ies) to take place? Yes(5) - Proposed Start Date: 01-Jul-2014Note: Make sure that the Proposed Completion Date is Greater ThanProposed Start Date.(6) - Proposed Completion Date: 30-Sep-2014 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  121. 121. Section D: Area of Focus(1)- With which area(s) of focus is the proposed activity aligned?• Peace and Conflict prevention/resolution -• Disease Prevention and Treatment -• X Water and sanitation -• Maternal and child health -• X Basic education and literacy -• Economic and community development - PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  122. 122. (2) - Describe how the activity(ies) will address thegoal(s) of the area(s) of focus 1.To enable the poor hilltribe student in the highground to learn ,to read and to write. 2.To have clean and enough water supply yearround 3.The morale of both student and teacher ,will besignificantly boosted by better and newer facilitiesprovided. Consequently, it will gradually encouragestudents to persuade higher level of studies to fulfilltheir future career. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  123. 123. Section E: Project Outcomes(1) - What are the immediate and long term outcomes of the activity? 1. More attending students. 2. Better test result. 3. Better awareness of the importance of education among the hilltribe community. PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  124. 124. (2) - Explain how all involved parties will act toensure the sustainability of the activities and/oroutcomes. 1.Effective using instruction of equipments andfacilities provided to school will be introduced andemphasized. 2.Immediate action is urged to be taken if repairand replacement situation ever occur. 3.Parent teacher group is strongly encouraged toplay active role in the maintenance 4 regular rotaryclub and its strategic partner visit to the school willbe initiated to findout further need PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  125. 125. Section F: BudgetName of Local Currency Thai bahtExchange Rate to 1 USD: (Link to the Official RI Exchange Rates)NOTE: You should enter a 1 if you will be entering your budget in USD: 33Date Exchange Rate Entered: 27-Apr-2014 Amount in LocalBudget Item Supplier/Vendor Amount in USD Currency(Baht)library, nurse Group Traderoom,learning 37,500,000 , supplierequipmentclass room Group Trade 36,750,000 ,renovation suppliertoilet Group Trade 30,000,000 ,improvement suppliernew water Group Tradetanker /filtering 7,500,000 , suppliersystem PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  126. 126. Budgeted Total in Local Currency: 111,750,000 LLBudgeted Total in USD: 74,500 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  127. 127. Section G: Financing(1) - DDF Amount in USD 29,000(2) - Rotarian Cash Amount in USD (Matched by TRF andforwarded either to TRF or directly to project account)11,000(3) - Additional outside funding in USD (Not matched by, orforwarded to, TRF) 0(4) - TRF Match in USD (Must be between $15,000 and$200,000) 34,500Do Not Enter. This value will be calculated automaticallyComputed Total Financing in USD (Cash+DDF+Match) 74,500 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON
  128. 128. *** Financing Part District Club TRF(WF) Grand- (DDF) (Cash) (Match) Total Host U$5,000 U$2,000 U$6,000 U$13,000 (D.2452) International U$10,000 U$3,000 U$11,500 U$24,500 partner,Japan(D.2580,Tokyo) International U$14,000 U$6,000 U$17,000 U$37,000 partner,Korea(D.3650,Seoul) Grand-Total U$29,000 U$11,000 U$34,500 U$74,500 PDG Ignace Mouawad – Rotary Club Beirut Metropolitan - LEBANON

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