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1 Presidents-elect Training Seminar Your Support From Rotary International 2008 District 9940 Treasurers.

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Presentation on theme: "1 Presidents-elect Training Seminar Your Support From Rotary International 2008 District 9940 Treasurers."— Presentation transcript:

1 1 Presidents-elect Training Seminar Your Support From Rotary International 2008 District 9940 Treasurers

2 2 Learning Objectives Identify resources available through the RI Secretariat and your Club and District Support (CDS) Representatives Understand the benefits of using the www.rotary.org and Member Access www.rotary.org Be familiar with changes enacted by the Council on Legislation affecting clubs

3 3 Frank Pezzimenti International Office Manager SPPO Tarak Dey Financial Services Supervisor John Jiang Finance Coordinator Australia & NZ Desiree Bonifacio Finance Coordinator Philippines Joel Smith TRF Fund Development Officer Joel Smith TRF Fund Development Officer Joy Walker Club and District Supervisor Mary Jayne Desmond CDS Correspondent Dele Riley CDS Coordinator Terry Davies The Rotary Foundation Supervisor Krissy Aure-Cnson TRF Admin Michelle Fuller Administration Coordinator/ Literature Michelle Larnach Reception/Admin Officer Gaye Small Finance Correspondent TRF Rotary International South Pacific & Philippines Office

4 4 Vision Statement To support and serve the family of Rotary so they can achieve their goals and future vision. ( in advancing world understanding, goodwill peace through the improvement of health, the support of education, and the alleviation of poverty ) Rotary International South Pacific & Philippines Office

5 5 CDS Offers Guidance on: CDS Offers Guidance on: RI resources and services Administrative procedures Board policy and RI documents Conducting Rotary business with Member Access Responding to members inquiries or linking them to appropriate Rotary staff

6 6 RISPPO Club & District Support Admission of New Clubs (Rotary, Rotaract, Interact, Rotary Community Corps) Applications for change of name, change of club & district locality Applications for club & district incorporation Club resignations, reinstatements & mergers

7 7 The New Rotary Website Club and District Support Member Access Portal Club Locator

8 8 Making Payments to RI Member Access IF recording membership changes Payment by credit card in USD Manually Cheque in NZD or USD SAR invoice Membership list Reconciliation form

9 9 Exchange Rates Calculated monthly against USD Standard RI rate RI website: http://www.rotary.org/en/AboutUs/Sit eTools/Search/Pages/ridefault.aspx ?k=exchange%20rates Receipts sent by email where club or secretary’s email provided

10 10 RI Exchange Rates

11 11 To register you will need…… Your District # Your Club # Your Member ID # Valid e-mail address

12 12 Member Access – Benefits of using Contribute to TRF View your Contribution History Search the Official Directory Register for Meetings Reminder: Secretary/President to Update membership by 1 June / 1 December for accurate Semi Annual Report

13 13 Council of Legislation 2007 Important changes for Rotary Clubs: Attendance – make up meetings Four Avenues of Service – new article of the Rotary Club Constitution Increase of per capita dues Change in pro-rata billing for new members

14 14 Pro Rata Dues Structure New Member Admission DateNumber of Months Dues Rate (USD) Fee (USD) 1 Jul 081 Jan 09624 2 Jul – 1 Aug 082 Jan – 1 Feb 0952420 2 Aug – 1 Sep 082 Feb – 1 Mar 0942416 2 Sep – 1 Oct 082 Mar – 1 Apr 0932412 2 Oct – 1 Nov 082 Apr – 1 May 092248 2 Nov – 1 Dec 082 May – 1 Jun 091244 2 Dec – 31 Dec 082 Jun – 30 Jun 090240 July 2008 semiannual period, billed on January SAR January 2009 semiannual period, billed on July SAR 2-f CDS Session 2

15 15 Review of Collection Cycle Reminder to club secretary Reminder to club secretary Termination S.A.R. sent/Due date for payment of semi-annual dues Updated Membership list due 31 MAY 1 JAN 1 JULY DECNOV OCT SEPT AUG FEB MAR APRMAY JUN 1 JULY DEC JUN 30 NOV 6 Months

16 16 + Outstanding dues + Accrued dues since termination + US$10 per member reinstatement fee + US$15 per member application fee + Membership list + Reinstatement application form Reinstatement Requirements 1 JAN 1 APR 1 OCT 1 JULY 1 JAN 1 JULY 9 months3 Months 1 Year + Outstanding dues + Accrued dues since termination + US$10 per member reinstatement fee

17 17 Rotary Marks  Importance of protecting the marks  Use of the name “Rotary” + further qualifier (name of the club, district or Rotary entity)  Emblem cannot be altered  Applies to all projects, websites and other electronic media  Rotary name and emblem usage resources  No abbreviations of the Rotary name in projects

18 18 Rotary Marks Resources See Page 149 of the MOP for detailed rules RI website http://www.rotary.org/RIdocuments/en_ pdf/035en_pt5.pdf http://www.rotary.org/RIdocuments/en_ pdf/035en_pt5.pdf http://www.rotary.org/en/Members/Polic iesAndProcedures/RotaryNameAndMark s/Pages/ridefault.aspx http://www.rotary.org/en/Members/Polic iesAndProcedures/RotaryNameAndMark s/Pages/ridefault.aspx Put ‘rotary marks’ in the search engine


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