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Slide 2
1. Be aware of the variety of RI resources available to you as governor-elect
2. Recognize the components of the RI funds provided to district governors
3. Become familiar with appropriate use of Rotary’s name and emblem
Learning Objectives for DGE Learning Objectives for DGE
Slide 3
4. Know where to find and how to respond to important RI deadlines
5. Understand your role in encouraging clubs to use RI’s Web site for Rotary business
6. Know your responsibilities related to the Council on Legislation
7. Resolution of select regional issues
Learning Objectives Cont’d Learning Objectives Cont’d
DGTM: Summary of Session 8 : Appendix 37
Slide 4
RI Secretariat – Around the World
RI Headquarters
Southern South America Office
South Pacific and Philippines Office
Europe and Africa Office RIBI – Rotary in Great Britain and Ireland
Brazil Office
Japan Office
Korea Office
South Asia Office
Slide 6
Frank Pezzimenti International Office
Manager SPPO
Tarak DeyFinancial Services
Supervisor
John JiangFinance Coordinator
Australia & NZ
Desiree BonifacioFinance Coordinator
Philippines
Joy Walker
Club and District Supervisor
Mary Jayne Desmond
CDS Correspondent
Dele Riley
CDS Coordinator
Terry DaviesThe Rotary Foundation
Supervisor
Krissy Aure-Canson
TRF Assistant
Michelle FullerActing Administration
Coordinator/ Literature
Sarah Walsh
Reception
Gaye SmallFinance Clerk - TRF
SPPO ORGANISATION CHART
Slide 7
Your Club & District Support Team
Mary Jane DesmondCorrespondent
Dele RileyCoordinator
Joy WalkerSupervisor
Slide 9
Estimated Allocation
1-d CDS Session One
Distancestravelled
Hotelovernights
Size of district and number of
clubs
Office expenses
RI’s available financial resources
Slide 10
Report E3 Official Duties: Miscellaneous
Report E2 Official Duties: Hotel & Meals
Report D Telephone &
Fax
Report E1 Official Duties:
Automobile Travel
Report C Office Supplies
Expenses
Report B Postage
Expenses
Report A Printing &
Photocopying
Expense Report
Summary
+
Expense Report FormsDG Expense Report Components
*DGTM: Chapters 8 and 10
Slide 11
Eligible Expenses for DGEsAs of 1 July 2007:
• Printing of business cards, stationery (including letterhead and envelopes)
• Mailing of PETS materials to club presidents-elect
• Travel expenses for district team training seminar, district assembly, and PETS
• Travel expenses for conducting site visits for district conference.
As of 1 January 2008:• Telephone line, cell phone account, fax line, and internet access – rental & calls – no line installation costs
Slide 12
Additional RI Funds
* DGTM: Chapter 10
AG training
Up to 10% of RI estimated
allocation
(Form E*)
GETS
3 nights hotel &
2 days meals
(Form B*)
New clubs
Up to 50% of
charter fees
(Form I*)
You may receive the following reimbursements in addition to your estimated allocation :
As governorAs governor elect
Slide 13
Allocation Deadlines
DGTM: Chapter 8
Estimated allocation questionnaire to RI 1 Oct 2007
Rotarian Payee Information Form 1 Dec 2007
Notified of estimated allocation May 2008
GETS/AG training expenses to RI 15 May 2008
70% of allocation sent to you July 2008
Slide 14
Sources of funding
Rotary International(Estimated allocation, GETS, AG training, and new clubs)
District financial resources(if applicable)
Other financial resources(e.g., local sponsorship)
Total
financial
resources
Slide 15
Submission DeadlinesSubmission Deadlines
District meeting dates (Form A*) 1 Oct 2007
International Assembly forms 31 Oct 2007
Official Directory data form 31 Dec 2007
District appointments (Form D*) 1 Mar 2008
Itinerary of official visits 1 June 2008
* DGTM: Chapter 10
Slide 16
Rotary MarksEmblem cannot be altered.
(Use only camera ready artwork or a download)
Rotary website and DGTM: Chapter 8
“Rotary” + further qualifier (name of the club, district or Rotary entity).
Slide 17
Common Misuse of Rotary Marks
Club and District Web sites and Projects
Correct
www.rotary8000.com
Rotary Club of Columbus Memorial Park
Incorrect
www.joinrotary.com
Rotary Memorial Park
- Do not abbreviate - no ‘national’ tags
Slide 18
To register you will need your
District number Club numberMember ID number
Member Access Registration
Slide 19
- District Governors-Elect Forum
- View Incoming Officers
- Review Club Data
- Foundation Reports (CRS/MCR)
Member Access for DGEs
Slide 20
Member Access : for clubs
Reminder: Must update membership by 1 June / 1 December for accurate SAR
Update club and membership data
Pay dues based on semiannual report (SAR)
Slide 21
Official Directory Data Form
• In November, RI sends OD form to clubs
• End of December, clubs inform RI about incoming club officers
• DGE can consult this data in Member Access on the RI Website (View Incoming Officers)
• If clubs have updated their data, the DGE can send an e-card to them during the IA, which includes the new RI President’s theme
Slide 22
Council on Legislation• Per capita dues will increase starting in 2008-
2009 to $24.00 and prorated dues will change
• Starting in the 2008-09 Rotary year, the number of nominating committee for RI president increases from 17 to 34.
• RI Board is authorized to suspend or terminate a club that fails to investigate an allegation that a member violated youth protection laws
• 2010 Council on Legislation delegates to be selected by 30 June 2008
• 2010 RC proposals for legislation to be submitted by 31 December 2008
Slide 23
Your District Conference• RIPR Costs to be met by the District
Conference– Travel costs of point of arrival by air– Postage of information packs to RIPR– Accommodation– Meals
• Report within 30 days of the conference• Form F DGTM – pages 177-178• Must include previous RY full District
Financial Reports
Slide 24
Other Resources
• OD Official Directory Sent to the club secretary every year
• MOP Manual of Procedure The Constitutional documents are changed according to the decisions taken by the Council on Legislation during its meeting (every 3 years)
• Issued to DGE at IA – available now on line
• RCOP Rotary Code of PoliciesChanged according to decisions taken by the RI Board (4 times/year)
Slide 25
Regional Issues• Contact Details
• Incorporations
• New Rotary Clubs– New Rotaract Clubs– New Interact Clubs– New Rotary Community Corps
• Semi Annual Returns
• Responsibility
• 3 copies of District Directory to SPPO