DISTRICT GRANT CHECK LIST

From the District

Myrna Inglis District Grant Check List

(Updated November 25, 2021)

This list has been created to assist all Grant Administrators as they complete the various levels of the District Grant process. Most but not all of these items will apply to each and every Grant.

Before you submit a Proposal –

Have you read the Rotary Foundation Term and Conditions Reference? Did you review the Grants 101 Training presentation? Has the Club Board of Directors approved the project? Do you have estimates of the cost of the project?

Submitting the Proposal –

What is the name of the project? Brief description with What, When and Where (400 characters maximum)? Add the Estimate Budget in USD. Click Submit – An Automated message will be sent to the District Grant Administrator. Open the Proposal. Complete the Budget with the expenses in local dollars, convert to USD as needed. Add income figures in local dollars, convert to USD as needed. These MUST balance. Always use the current RI Exchange Rate to convert CAD to USD.

Submitting the Application –

Do you have a current quotation or estimate for all items of the project? Are taxes and freight included? Do you have a letter from the beneficiaries approving of the project? Are all questions in the application answered? Is there any change in the project from the proposal? Are there any changes in the budget from the proposal? Contact Myrna to review the application and seek approval.

Submitting the Individual Project Report a.k.a. The Final Report –

Are all the questions in the Individual Project Report answered? Are all invoices uploaded to the documents section? Are all receipts included? Is the Club cancelled cheque included ? Are project pictures or media coverage included? Is there a Thank You letter from the beneficiaries Is the Financial section of the Individual Project Report complete and balanced (NOT the Budget) ? Contact Myrna to review the final report and to get the District Grant cheque processed.