who should be here and why? - rotaryfoundation6970.org · rc mandarin $1,650.00 bonita lyons...
TRANSCRIPT
District Rotary Foundation Chair Art MacQueenDistrict Grants Chair Jonathan FliederSaturday – August 24, 2019
District Grants Seminar
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Grants Seminar 2019-20 Agenda
▪ Who Should Be Here?
▪ Let’s Talk About YOUR Grants
▪ Submitting Paperwork and Getting Reimbursed
▪ Final Approval Date For Moving Forward
WHO SHOULD BE HERE AND WHY?
LET’S TALK ABOUT YOUR GRANTS
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6Body
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Descriptions submitted ranged from:
• 149 characters Palatka Sunrise &
278 characters Edgewater
To
• 2121 Gainesville Sunrise &
2775 Downtown Ormond
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One Lead Club
Three Grant Contacts
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Detailed Line Items Backed By Receipts
A Word About Funding!
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Received by RC Southpoint
Cecil Field POW MIA $13,573.46
RC Ponte Vedra Beach $1,650.00
RC South Jacksonville $3,300.00
RC West Jacksonville $1,650.00
RC of Southpoint $3,300.00
Cecil Field POW MIA $3,036.54
Cecil Field POW MIA $1,650.00
RC Orange Park Sunset $825.00
RC Mandarin $1,650.00
Bonita Lyons $250.00
Robert Kidd $1,650.00
RC North Jacksonville $1,650.00
District Grant $9,900.00
RC Fleming Island & Larson $1,650.00
Scott & Rose Imray $825.00
TOTALS $46,560.00
Checks Paid Out
Sauder #2423 $13,573.46
Sauder #2438 $30,463.57
NSF cost Cecil Field check redeposit $12.00
Balance paid to Cecil Field # 2442 $2,510.97
to go toward plaques for pews
Total Expense $46,560.00
Received by RC Southpoint
Cecil Field POW MIA $13,573.46
RC Ponte Vedra Beach $1,650.00
RC South Jacksonville $3,300.00
RC West Jacksonville $1,650.00
RC of Southpoint $3,300.00
Cecil Field POW MIA $3,036.54
Cecil Field POW MIA $1,650.00
RC Orange Park Sunset $825.00
RC Mandarin $1,650.00
Bonita Lyons $250.00
Robert Kidd $1,650.00
RC North Jacksonville $1,650.00
District Grant $9,900.00
RC Fleming Island & Larson $1,650.00
Scott & Rose Imray $825.00
TOTALS $46,560.00
Checks Paid Out
Sauder #2423 $13,573.46
Sauder #2438 $30,463.57
NSF cost Cecil Field check redeposit $12.00
Balance paid to Cecil Field # 2442 $2,510.97
to go toward plaques for pews
Total Expense $46,560.00
Simple,
Detailed
Excel
Sheet
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Check Images From Dedicated Account
We also need
bank statement
copies, showing
the transactions
Images removed
due to privacy
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Receipts & Copies Of Invoices
Naming!
Image123.pdf
Images removed
due to privacy
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“Before”
Photo
Naming!
87654.jpg
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“During”
Photos
Naming!
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Signage
$500<
NewSignage$1,000<
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“After”
Photos
What To Watch For
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Reporting Requirements
▪ Half of the Clubs are doing this with a single check
▪ 3 Clubs have some money floating
▪ Some Clubs may not get the project done
▪ Money may change
▪ Interim and Final reports done through DacDB online
Key Take-aways
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Takeaways
▪ A simple spread sheet, showing all transactions (note, still must keep proper financial record in your club books sub account or stand alone)
▪ Receipts for everything! Properly labeled to coordinate with the spread sheet
▪ Pictures: Before, During and After! Properly labeled!
▪ Canceled checks and bank statements!
▪ Interim and Final reports done through Dacdb online
Important Dates
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Important dates
▪ May: SHARE Committee Contacted with Score Sheets and T&C
▪ June: SHARE Committee Meets to rank grants and approve amounts
▪ July: SHARE Committee Meets to review awards
▪ August: Preliminary Notification of Grant Awards to ClubsDo not start project or receive fund until official RI notification
▪ September: RI Notification of Awards goes out, after which projects may begin
▪ March: Last month to complete projects, then send final report
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Art MacQueenDistrict Rotary Foundation Chair
Rotary Club of Flagler Beach
(386) 295-1620
Jonathan FliederDistrict 6970 Grants Chair
Rotary Club of Southpoint
(904) 292-1421
So You Want To Do A Global GrantArt MacQueen
District 6970 Rotary Foundation Chair
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GLOBAL GRANT BASICS
What grants can fund:
• Humanitarian Projects
• Scholarships for Graduate Level Studies
• Vocational Training Teams
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GLOBAL GRANT BASICS
How Global Grants are Funded:
• Minimum Budget of $30,000
• Minimum World Fund Match of $15,000, Maximum of $400,000
• Club and Member Contributions to a Grant Matched 50cents to the Dollar
• District DDF matched Dollar for Dollar
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GLOBAL GRANT BASICSQuestions for Your Grant:
• Is the goal clearly described?
• Is it sustainable?
• Does it align with one of Rotary’s areas of focus?
• Does it respond to a community need?*
• Does it actively involve Rotarians and Community Members?
• Does it meet eligibility requirements?
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THE ASTERISK *
Does it respond to a community need?*
First step, Community Needs Assessment!
❖Community meeting
❖Asset inventory
❖Survey
❖Interview
❖Focus group
❖Community mapping
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The Community Needs Assessment
605 _community_assessment_tools_en.pdf
20 Page document to walk you through the community needs assessment process, on rotary.org
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TIMING
• Year Round, no drop dead dates…except!
Scholarships
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MONITORING, EVALUATION & REPORTING
• Measured Outcomes…you said…
• Evaluation
• Reporting
Where did this info come from:
Login to rotary.org > Learning & Reference > Learn by Topic > Grants
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QUESTIONS?
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Art MacQueenDistrict Rotary Foundation Chair
Rotary Club of Flagler Beach
(386) 295-1620