Grant Qualifications and Applications

Qualifying

Districts first become qualified in order to receive grant funding from The Rotary Foundation. Clubs wanting to apply for district and global grants must also be qualified. The qualification process makes sure each district and club understands their financial responsibilities, including stewardship, and is prepared to take on these new responsibilities. Only one set of qualification documents need to be submitted each year regardless if the club is applying for district grants and/or global grants and scholarships.
 
For clubs to become qualified each year, they need to (also see further details below):
  • Agree to the Club Memorandum of Understanding (MOU) including the Addendum, Club Financial Management Plan, and Club Misuse and Mismanagement Plan (the club's president and president-elect must sign)
  • Send the President-Elect and at least one other member to the grant management seminar
  • Complete any additional requirements of their individual district

Making Application

Clubs are ready to make application after the following have occurred:
  • They have a project ready to propose
  • They have met eligibility/qualification requirements
  • They are in compliance with the Club Memorandum of Understanding (MOU) including the Addendum, Club Financial Management Plan, and Club Misuse and Mismanagement Plan, and the Terms and Conditions of the grants programs
  Submit: Online District Grant Application via Clubrunner through your club's access
 
Global grant applications are made through Rotary International Member Access, myrotary.org
 
  

Qualification for Clubs

Qualifications for club eligibility include (and must be met each Rotary year):
  • Clubs must be qualified each Rotary Year
  • Meet district requirements
    • Attendance at Rotary Foundation Grant Management Seminar
  • Sign Signature page, initial other pages, and comply with Memorandum of Understanding (MOU) including the Addendum, Club Financial Management Plan, and Club Misuse and Mismanagement Plan
    • Send the signed copy in an e-mail, as one .pdf file attachment to District 5840 Grants Chair, Bobbe Barnes, barnesrotary@gmail.com
  • Comply with Grant Terms and Conditions
  • Comply with Club Financial Plan
    • Agree to record keeping of expenses and receipt retention requirements and submit reporting on the online grant system.
    • Proper grant oversight with committee of three club members
    • Bank account solely for Rotary Foundation Global Grant funds
 

Requirements to Maintain Club Qualification Status

  • Download and adhere to terms of Club Memorandum of Understanding (MOU) including the Addendum, Club Financial Management Plan, and Club Misuse and Mismanagement Plan
  • Implement stewardship and grant management practices to prevent misuse of funds
  • Appoint a club member/committee to manage club qualification
  • Submit reports to both District 5840 and The Rotary Foundation online on timely basis as required by The Rotary Foundation (TRF)
Read: Global Grant Monitoring and Evaluation Plan Supplement
 

Club Qualification Checklist

  • What MOU including the Addendum, Club Financial Management Plan, and Club Misuse and Mismanagement Plan requirements does club already implement?
  • What requirements does club need to implement?
  • What members would be good choices to help implement the club MOU including the Addendum, Club Financial Management Plan, and Club Misuse and Mismanagement Plan?