Leaders-elect Training Seminar Your Support From Rotary International 2008 District 9940 Club Secretary

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

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 Joy Walker Club and District Supervisor Mary Jayne Desmond CDS Correspondent Dele Riley CDS Coordinator Terry Davies The Rotary Foundation Supervisor Krissy Aure-Canson TRF Admin Michelle Fuller Administration Coordinator/ Literature Michelle Larnach Reception/Admin Officer Gaye Small Finance Correspondent TRF Rotary International South Pacific & Philippines Office

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

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

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

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

To register you will need…… Your District # Your Club # Your Member ID # Valid address

Member Access – Benefits of using Edit membership data Contribute to TRF View your Contribution History Pay Semi-Annual Dues Search the Official Directory Update Club Data View Club TRF Reports Register for Meetings Reminder: Update membership by 1 June / 1 December for accurate Semi Annual Report

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

Reporting Requirements ReportToDue Date Membership detailsRI via Member Access1 June and 1 December Semi Annual ReportRI cc to Governor1 July and 1 January Monthly attendance District GovernorWithin 15 days of last meeting of month Changes in membership RI and DGongoing Visiting RotariansRC of visitorongoing Rotarian RelocationRC in new areaongoing Club informationRI and DGongoing Official DirectoryRI and DG31 December

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

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

+ 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

Membership reporting Easiest using Member Access New member admission form should clearly provide date of joining and contact telephone number of new member Member termination form should clearly provide the effective date membership has been terminated. Incoming club officer data should be notified to RI by 31 December every year for accurate listing in the RI Official Directory.

9 What If Standards Not Met? Merge with an active club Terminate for failure to function Resignation of membership–dues must be paid up to date

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

Rotary Marks Resources See Page 149 of the MOP for detailed rules RI website pdf/035en_pt5.pdf pdf/035en_pt5.pdf iesAndProcedures/RotaryNameAndMark s/Pages/ridefault.aspx iesAndProcedures/RotaryNameAndMark s/Pages/ridefault.aspx Put ‘rotary marks’ in the search engine