Grants Process (Effective July 2021)

The Grants Subcommittee, under The Rotary Foundation Committee, shall be familiar with grant opportunities to support club service projects. 

There are two types of grants that the club qualifies for District Grants and Global Grants.


District Grants

Each year, Clubs must complete qualification requirements by submitting the required documents by May 31:

  • MOU and the District 5000 Addendum
  • Financial Management Plan (write in the bank account #s)
  • Evidence of Federal(tax return copy or 990N confirmation for Federal Annual Return)
  • Evidence of dedicated grant bank account
  • District Grant Final Report submitted for each project
  • Attend District Grants training. For 2020-2021 Qualification, this requirement should have been met by attending the Fall Rotary Foundation Grants Seminar. Clubs that were unable to send two members to Seminar will have another opportunity to Qualify by having 2 members attend the Grants Module at the District Training Assembly. If the Club does not meet this requirement, you must arrange for separate Grants Qualification training online or qualify by attending schedule webinars.

Also, a memorandum needs to be published by the secretary every year to delineate the Grants Procedures for the file indicating that we will comply with RI and District 5000 guidelines.

View current year Memo Grants Procedures.

Grants committee should discuss with the Board about what kind of projects the grant would support.  When cost estimates are made, the process can start.

  • The District Grant Application Form- includes Project name, Project leader, description of Project, Location, Rotarian involvement, how will non-Rotarians benefit from this project, who will own equipment/supplies after project completion and how will the Project be publicized.  Financial information needs to be filled out for how much the District will match and how much will be no-match funds that the District will contribute.  The Club will receive information of the allocated amounts around April, for planning purposes for the coming year.
  • Applications must be submitted by August 1, to grants@rotaryd5000.org.
  • Clubs will be notified of approvals in September.  Clubs need to provide a bank statement showing all matching funds on deposit in their grant account before the District funds are released.
  • The final report needs to be submitted within 2 months of the project completion date, or by May 31st.

All projects MUST be completed by June 20th, or the District funds will have to be returned to the District to return to The Rotary Foundation.  Projects should be started in October and completed by May of each year.

 

District Resources

Global grants support large international activities with sustainable, measurable outcomes in Rotary’s areas of focus. By working together to respond to real community needs, clubs and districts strengthen their global partnerships.

Read A Guide to Global Grants for detailed information on planning your project, applying for a grant to fund it, carrying it out, and reporting on your progress and outcome.

 

Rotary International Resources:

What makes a great global grant application?


Applications must be approved by the District Foundation Committee BEFORE the project can be implemented and we have received funds from the District Foundation Committee.  District Grant funds must be deposited in our District Grant Account and all funds proposed for the Grant in our application must be disbursed from our Grants account.  Failure to comply with this requirement may jeopardize the entire District Grant application. 

Memorandum: Rotary Club of Hickam Pearl Harbor Grants Procedures

Effective: 7/1/2021

  1. Based on Rotary International and District 5000 guidelines, in order for clubs to obtain Rotary International or District Grant funds, the following guidelines must be followed:
    • A separate checking account must be established and provided a separate name: The Rotary Club of Hickam Pearl Harbor TRF District Grants
    • Two members (one must be a Board member) must attend a grants qualification workshop annually (e.g. Grants Chair and President-elect)
    • The club must have a Memorandum of Understanding (MOU) for grants on file with the District Grants Chair. The MOU must be signed by the President and President-elect annually.
    • The club must have the required Addendum to the MOU on file with the district grants chair and for the club that is signed by that is signed by the President and President-elect annually.
  2. Board members will have signature authority for the account. The transfer of custody of the bank account will be made in the event of a change in signatories.
  3. A club member will be appointed to implement, manage, and maintain club qualification and proper grant management practices. The appointed member will work with the Treasurer in maintaining proper accounting for funds utilized through the account.
  4. The club bank account must have a minimum of two Rotarian signatories from the club for a disbursement request.
  5. Documents will be stored in hard copy and electronic copy for a minimum of five years, or longer if required by local law.

Contact the Club Secretary for meeting minutes. Requests may be sent to info@rotaryhph.org.