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Matching Grant

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					How to Apply for Matching Grants
                    By
          PP Patrick Panai Sigar
District Matching Grants Committee Chair
                2009-2010
                    Of
          Rotary Club of Kuching



                                           1
  Matching Grants:
International Projects
 Step by Step Procedures
On the use of ‘our’ money for
   Humanitarian Projects
What Projects Qualify for Matching
        Grants Funding?
They are projects such as:
1. Agriculture
2. Water
3. Medical Care
4. Aiding the Disables
5. Numeracy and Literacy
6. Education and Occupational Training

                                         3
    Why Matching Grants?

They help ‘weaker’ Clubs to be involved in
WCS projects.
They help to strengthen the Rotary
network of participating Clubs or Districts
internationally.



                                              4
   Matching Grants Criteria
Direct involvement of Rotarians
Project in control by Rotarians from
commencement until completion.
Projects progress supervised by Rotarians

Note: The funds cannot be used for
international travel or in any form of
subsidy for travel.

                                         5
        Rotary Foundation Funds:
         What are DDF and TRF?
        Used in Matching Grants
                Projects


               Rotary Foundation Funds
District Designated Fund (DDF)   Three Year Investment (TRF)




                                                          6
District Designated Fund (DDF)
How does DDF fund come about?
Example:
If any Rotarian contributes USD 1,000.00
to TRF as annual giving,
This USD 1,000.00 is invested for 3 years.
The interest earned is used by TRF for
admin cost (not for MG projects).


                                         7
What happens after 3 years?
After the third (3rd) year:

50% of USD 1,000/- is given back to the
contributing District as District Designated
Fund (DDF).
The remaining 50% is put into TRF
General Fund.


                                               8
       Matching: 2 Types
When the District approves any amount of
DDF for a Matching Grants Project, TRF
will match it 1:1 (100%)

For use of PHFs (Cash Contributions) in a
Matching Grants project, TRF will match it
0.5: 1 (50%)


                                             9
Cash Contributions to Projects
Direct contributions to Matching Grants Projects
are called Cash Contributions.
Cash Contributions for Matching Grants
Projects will not be invested for 3 years.
Cash Contributions are matched 0.5:1.
Note:
Cash Contribution of USD 1,000/- or more, will
be given a PHF recognition.
But, you have to request for this recognition.

                                               10
Important Notes on International
           Projects
1. Matching Grants Projects must be approved.
2. DON'T send any payment until the Project is
approved and TRF gives a Matching Grants
Number.
3. A Co-Operating Organization can be invited to
help in your project (See MG Application Form)

4. Take note of deadline for submission and
limits of matching amount.

                                               11
  Use of PHF for MG Projects.


Any two Clubs from two different countries
can initiate a Matching Grants project
using their PHFs as Cash Contributions.

PHFs can be from all partners of the
project.


                                         12
   Rotary Foundation (TRF)
The amount matched by TRF is given
below:
Minimum: USD 5,000.00
Maximum: USD 150,000.00

Take Note:
TRF will not approve the project if the
amount is below USD 5,000.00
                                          13
         The Five Steps
Start of your preparation to commence a
Matching Grants Project.
If in doubt, check with your
District Coordinator.




                                          14
   Matching Grants Forms.
Official Forms, writable PDF.
Applications Form must be typed.
The Matching Grants Application Forms
can be downloaded from:
//www.rotary.org.

NB: The deadline for < USD 25,000.00 is
31st March of the Rotary Year.
                                        15
 Phase I: Partners Identified
Project Partners
Host Partner & International Partner are
the two Primary Partners.
Other Partner(s) may be invited to
participate.
Host Partner is based in the project
country.
All approved funds will be controlled by the
Host Partner.
                                           16
Phase II: Complete the MG Forms
1. Clubs Involved (Primary Partners)
2. Where is the Project taking place?
3. Work out the project budget/costs (by Primary
Partners).
4. A brief and concise write-up of project:
 -Describe project
 -Who will benefit
 -How would benefiting community be involved
 -How would Rotarians be involved

                                               17
Phase III: Proposal and Request
1. Send project proposal to prospective
partners to complete
2. Send to District Coordinator for
evaluation.
3. Send application forms to District Rotary
Foundation Chair for grants and approval
for the project.
4.Then, send application to TRF- by Host
Primary Partner.

                                           18
         Important Notes
All Partners must confirm participation by
(email, fax, etc.) stating amount of
contributions.
Project Partner (usually Host Partner)
submits completed MG Application to
TRF.
Important Note:
Deadline for funding <USD
25,000.00 is 31st March.
                                             19
 Phase IV (a): Waiting period
Upon receipt, The Rotary Foundation (TRF) will
acknowledge receipt of application.
The approval may take between 4-8
weeks.
TRF will confirm by giving the Matching
Grants Number for the project, and send
agreement and contribution forms to Primary
Partners.
Only the 2 Primary Partners need to sign the
agreement form with TRF.

                                                 20
Phase IV (b): Waiting is Over

If approval is given, Rotary Foundation (TRF)
will send to all Partners ‘contribution forms' for
making payment.
Partners will be advised how to send monies to
TRF.
(Note: DO NOT SEND ANY MONIES BEFORE
THE PROJECT IS APPROVED AND
ASSIGNED MG NO.)


                                                     21
        Phase V:
  Commencement of Project
All partners MUST send their contributions to
Rotary Foundation (TRF) first.
Then, TRF will send the monies to your
project account, usually in the Host Club's
controlled account for this particular MG
Project.
The project implementation/work
can now commence.

                                                22
          All Set To Go
Hope all’s well and ends well.


Good luck on your
Project(s).


                                 23

				
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