District 5890 Grant Form

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This form now includes both the District Grant Project Application and the Memorandum of Understanding — all in one form!

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- ✍️ All required signatures must be completed before submitting
- Complete by June 3rd 2026.
- This form will be automatically submitted the District Grants Team.
Thank you for supporting Rotary District 5890 — your work helps bring amazing projects to life in our community

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Select your Rotary Club
📝 The following club members have attended all required District 5890 Grants Training Sessions:
Our incoming Club President and President-Elect, Club Foundation Chair (or other responsible member) have attended a 2026-27 Grants Management Seminar
ℹ️ Before submitting your Qualification Package and MOU, please ensure that your incoming Club President, President‑Elect, and Club Foundation Chair (or another designated member) have attended a 2026–27 Grants Management Seminar. Once your club has completed this requirement, you may continue with the form.
President Elect Name
Name
Position in The club
⚠️ The President‑Elect and Secondary Contact must be different people. Please update one of the names.

District 5890 Requirements For District and Global Grants Qualifications

ℹ️ Click on the sections below to expand. Acknowledge is required, check the boxes at the end of each section.

☝️ For any club in D5890 to receive District Designated Funds (DDFI for District and/or Global Grants, the club must be qualified. To qualify, a club must:
- 1. Designate at least two club members (with one member being the President-Elect)to attend a Grant Management Seminar. Several seminars will be offered during the year prior to the start of the next Rotary year.
  2. Execute the following documents: a Memorandum of Understanding (MOU), a D5890 Addendum to the MOU, a Club Financial Management Plan, and a Club Misuse or Mismanagement Plan, and submit them to the District Grant Stewardship Chair no later than June 3,2026. These documents are contained in this document.
  3. Be current on its Rotary lnternational and District 5890 dues, and be in good standing with the District 5890, Rotary lnternational, and The Rotary Foundation.
  4. Be current on all tax returns for the Rotary Club and any associated Club Foundation.
  5. Have established and reported an Annual Giving Goal for the current year.
  6. Be current on all Rotary Grant reporting requirements.
  Clubs are encouraged to appoint a Club Rotary Foundation Chair to a two- year term. Club qualification must be renewed annually. ln the following sections there are:
  - Club Memorandum of Understanding (MOU) to be executed by the club.
  - Addendum to the MOU to be executed by the club.
  - Club Financial Management Plan to be executed by the club
  - Club Misuse or Mismanagement Plan to be executed by the club.
- I have fully read and understood the the Requirements For District and Global Grants Qualifications section
- District 5890 2026-27 Club Memorandum of Understanding
  
  This document is the official Memorandum of Understanding (MOU) provided
  by The Rotary Foundation (TRF). lt is an agreement between the club and its
  district to implement the financial and stewardship requirements in this MOU
  and to ensure proper implementation and management of Rotary Foundation
  Global Grant Funds and District Grant Funds. By executing this document, the
  club agrees that it will comply with all Foundation and District requirements.
  District 5890 has directed that clubs must be "qualified" to receive grant funds
  from the Rotary Foundation District Block Grant and each "qualified" club will
  be held responsible for implementing this club MOU. The sections of this
  MOU are:
  1. Club Qualification
  2. Club Officer Responsibilities
  3. Financial Management Plan
  4. Bank Account Requirements
  5. Report on Use of Grant Funds
  6. Document Retention
  1. Club Qualification: To participate in Rotary Foundation global and packaged grants, the club must agree to implement the financial and stewardship requirements in this memorandum of understanding (MOU) provided by The Rotary Foundation (TRF) and to send at least one club member to the district's grant management seminar each year. The district may also establish additional requirements for club qualification and/or require its clubs to be qualified in order to participate in Rotary Foundation district grants.
    By completing these requirements, the club becomes qualified and eligible to participate in the TRF grant program.
  1. Upon successful completion of the qualification requirements, the club will be qualified for one Rotary year.
  2. To maintain qualified status, the club must comply with this MOU, any additional district requirements, and all applicable TRF policies.
  3. The club is responsible for the use of funds for club-sponsored grants,
    regardless of who controls the funds.
  4. Qualification may be suspended or revoked for misuse or m¡smanagement of grant funds involving, but not limited to: fraud; forgery; membership falsification; gross negligence; endangerrnent sf health, welfare, orsafety of benefieiari ineligible contributions; use of funds for personal gain; undisclosed conflicts of interest; monopolization of grant funds by individuals; report falsification; overpricing; acceptance of payments from beneficiaries; illegal activities; use of grant funds for ineligible purposes.
  5. The club must cooperate with any financial, grant, or operational audits
  2. Club Officer Responsibilities: The club officers hold primary responsibility for club qualification and the proper implementation of TRF grants. Club officer responsibilities
  include:
  1. Appointing at least one club member to implement,manage, and maintain club qualification.
  2. Ensuring that all TRF grants adhere to stewardship measures and proper grant management practices.
  3. Ensuring that all individuals involved in a grant conduct their activities in a way that avoids any actual or perceived conflict of interest.
  3.Financial Management Plan: The club must have a written financial management plan to provide consistent administration of grant funds. The financial management plan must include procedures to:
  1. Maintain a standard set of accounts, which includes a complete record of all receipts and disbursements of grant funds
  2. Disburse grant funds, as appropriate
  3. Maintain segregation of duties for handling funds
    Establish an inventory system for equipment and other assets purchased with grant funds, and maintain records for items that are purchased, produced, or distributed through grant activities
  4. Ensure that all grant activities, including the conversion of funds,
    comply with local law
  4. Bank Account Requirements: ln order to receive grant funds, the club must have a dedicated bank account that is used solely for receiving and dísbursing TRF grant funds.
  1. The club bank account must:
    
    Have a minimum of two Rotarian signatories from the club for disbursements
    
    Be a low- or non-interest bearing account
  2. Any interest earned must be documented and used for eligible, approved grant activities, or returned to TRF.
  3. A separate account should be opened for each club-sponsored grant, and the name of the account should clearly identify its use for grant funds.
  4. Grant funds may not be deposited in investment accounts including, but not limited to, mutual funds, certificates of deposit, bonds, and stocks.
  5. Bank statements must be available to support receipt and use of TRF
    grant funds.
  6. The club must maintain a written plan for transferring custody of the bank accounts in the event of a change in signatories.
  5. Report on Use of Grant Funds: The club must adhere to all TRF reporting requirements. Grant reporting is a key aspect of grant management and stewardship, as it informs TRF of the grant's progress and how funds are spent.
  
  6. Document Retention: The club must establish and maintain appropriate record keeping systems to preserve important documents related to qualification and TRF grants. Retaining these documents supports transparency in grant management and assists in the preparation for audits or financial assessments.
  1. Documents that must be maintained include, but are not limited to:
    
    Bank information, including copies of past statements
    
    Club qualification documents including a copy of the signed club MOU
  2. Documented plans and procedures, including:
    
    Financial management plan;
    
    Procedure for storing documents and archives;
    
    Succession plan for bank account signatories and retention of information and documentation.
  3. lnformation related to grants, including receipts and invoices for all
    purchases.
  4. Club records must be accessible and available to Rotarians in the cluband at the request of the district.
  5. Documents must be maintained for a minimum of five years, or longer if required by law
  7. Method for Reporting and Resolving Misuse of Grant Funds: The club must report any potential and real misuse or mismanagement of grant funds to the district. This reporting fosters an environment in the club that does not tolerate the misuse of grant funds.
- I have fully read and understood the the Memorandum of Understanding section

Tell Us About Your Project
Project Title
Rotary Area of Focus
Briefly describe the project. What will be done, when and where will project activities take place, and who are the beneficiaries? Outline your spending and publicity plan. (You may enter up to 2,000 characters. A live counter will show how much space you have left.)

0/2000
How many Rotarians will participate in the project?
What will they do? Please give at least two examples, NOT including financial support provided to project. Example 1:
Example 2:
How many non-Rotarians will benefit from the project?
What are the expected long-term community impacts of the project?
If a cooperating organization is involved, what will be its role?

Financial Report

(Club must retain receipts of all expenditures)
Club Funds to be spent on project
Amount in USD $
District Funds requested
Match of club funds up to grant award. Amount in USD $
Do you have other funding?
Other Funding Description
Other funding Amount
Total Project Income
Expenses

Must equal Total Project Income
Expense 1 Description
Expense 1 Amount
Expense 2 Description
Expense 2 Amount
Expense 3 Description
Expense 3 Amount
Expense 4 Description
Expense 4 Amount
Expense 5 Description
Expense 5 Amount
Total Project Expenses

Signatures.

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This Section includes Authorization and Agreement of the Memorandum of Understanding and President's Attestations for the District Grant Application.
- Authorization and Agreement
  The memorandum of understanding is on agreement between the club ond the district and acknowledges thot the club will undertake measures to ensure the proper implementation of grant activities and proper monagement of Foundation grant funds.
  By authorizing this document, the club agrees to comply with øll of the conditions and requirements oÍ the MOU.
  
  On behalf of the Rotdry Club selected on Section 1 of this form, the undersigned agree to comply with all of the conditions and requirements of the MOU îor Rotary yedr 2026-2027 and will notify Rotary lnternotionol District 5890 of any changes or revisions to club policies and procedures related to these requirements.
- I Have read so and understand the MOU Authorization and Agreement
- President 2026 - 2027 Attestations
  
  By signing this report, I confirm that to the best of my knowledge these District Grant funds will be spent only for eligible items in accordance with Trustee-approved guidelines, and that all of the information contained herein is true and accurate. Receipts for all grant-funded expenditures will be provided to the district, along with a final report, before the Club will be reimbursed.
  
  I attest that this grant application has been approved by the Board of Directors of the Club.
- I Have read so and understand the President Attestations
- Club President
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Email
  example@example.com
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Date
  
  MonthDayYear
  Date
- Club President Signature
- Club's Rotary Foundation Chair
  
  First NameLast Name
- Email
  example@example.com
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Date
  
  MonthDayYear
  Date
- Signature
- Secondary Contact
  
  First NameLast Name
- Email
  example@example.com
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Board Position
- Date
  
  MonthDayYear
  Date
- Signature
Should be Empty:

📝 The following club members have attended all required District 5890 Grants Training Sessions:

⚠️ The President‑Elect and Secondary Contact must be different people. Please update one of the names.

District 5890 Requirements For District and Global Grants Qualifications

☝️ For any club in D5890 to receive District Designated Funds (DDFI for District and/or Global Grants, the club must be qualified. To qualify, a club must:

Tell Us About Your Project

Financial Report

Expenses

You’re almost there — thank you for getting this far!