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Rotary Code of Policies January 2013 governor's budget, 433–36 incorporation, 73–75, 216 insurance, 161 meetings, 124–32 multidistrict activities, 67–69 multidistrict PETS, 127 name, 246 new member orientation, 113 officers, 99–112 organization, 76–88 programs and projects, 113 protocol at district meetings, 124 public relations, 92–93 publications, 92 publicity, 92–93 purpose, 70 records, 89, 104 representative to Council on Legislation, 394 secretary, 111 seminars, 131 size, 70 documents, deadlines for receipt of, 225 dues. See per capita dues E election guidelines and campaigning, 139–44 ballots for directors-nominee, 212 campaigning, canvassing and electioneering, 140–41 complaint procedures, 141–44 disposition of ballots, 154 disqualification of candidate by RI president, 154 district, 88–89 nominating committee for director, 139, 155, 169–72 president of RI, for, 147–52 voluntary system of rotation, district-level, 89 voting strength, 89 electronic communications, 358–61 emblem, RI. See name and emblem emphases, monthly, 35 Executive Committee of RI, 199–202 decisions on behalf of board, 200 general counsel report to, 202 internal audit manager, report to, 202 petitions to the board, 200 terms of reference, 200 expenses, RI. See finances, RI extension, 94–95 admission of clubs, general secretary authority, 214 advisors, 94, 95 district governor’s responsibility, 94 financial support, 445 Index-5 governor's expenses, 94 isolated communities, to, 95 list of Rotary countries, 224 non-districted clubs, 98 non-Rotary countries and geographical areas, to, 94 organizing new clubs guide, 94 special representative, 94 external audit, 426 F family members of Rotarians club involvement, 27, 282 committees, 29 Family Month, 282 Fellowships. See Rotary Fellowships Finance Committee, RI, 203–4 communication with TRF finance committee, 204 Foundation finance committee chair, attendance at meetings of, 204 incoming members, attendance at meetings of, 204 meetings, 203 president-elect, attendance at meetings of, 204 responsibilities, 203 treasurer-elect, attendance at meetings of, 204 Finance Committee, TRF, 204 finances, RI, 417–73 allocation to TRF, 204 annual report, 419 audited statements, 419 audits. See audits banking procedures, 419 budgets. See budgets, RI capital expenditures, 428, 429 cash management, 459–63 change of currency, 218 committee finances, 207 contracts, 418 disbursements, 430 exchange rates, 419 expense statements, 430 expenses and reimbursements, 430–45 expenses for liaison directors, 199 financial emergencies, 418 fiscal agents, 217, 464 five-year budget forecast, 190 general secretary authority to act on behalf of Board, 217–19 general surplus fund, 446–58 governors' expenses. See governor International Assembly, 386 International Convention, 372, 374 International Institute, 401
Rotary Code of Policies January 2013 investments, 446–64 invoices, 467 licensing revenues, 466 management policy, 417 meal expenses, 433 officers’ expenses, 217, 436–43 Paul P. Harris Memorial Building, 445 per capita dues. See per capita dues president, 159 publications revenue, 355, 467 Purchasing Practices and Procedures Manual, 418 regional conference, 415 reimbursements, 445 resolutions on financial accounts and services, 419 restricted currencies, 463–64 revenues, 465–68 Rotary Foundation apportionments, 444 special projects, 418 spouse travel reimbursement, 432 standardized reporting requirements, 465 travel expenses, 430 financial statement from Rotary entity, 61 fiscal agents, RI, 217, 464 former Rotarians, 27, 273 disputes, 27 involuntary past Rotarians, 27 name and emblem, use by, 245 Foundation Month, 347 Four-Way Test, 248 fundraising clubs, 51 emblem, use of for, 254 general secretary authority, 214 G general counsel, 202, 229 general fund. See general surplus fund general officers, RI definition, 2 expenses, 436–43 general secretary, RI, 208–24 authority to act for Board, 211–23 budget preparation, 426 compensation, 229 convention, role of, 379 Council on Legislation, responsibilities of, 399 delegation of duties to senior managers, 219 deputy, 211 execution of legal documents, 208 external audit, 426 licensing matters, 252–53 Index-6 performance review by executive committee, 201 policy formation, 208 president, RI, cooperation with, 209 regional conferences, 412, 413 reports to RI treasurer, 190 responsibility for Official Directory, 339 role at international assembly, 383 Secretariat, supervision of, 208 selection, 209 spouse travel, 160 tenure, 209 termination, 209 translations, approval of, 220, 337 travel by, 224 general surplus fund, 446–58 investment policy, 446–58 reserve policy, 458 global networking groups, 318–29 circularization policy, 60 definition, 279 fellowships, 318–22 incorporation of, 221, 328–29 Rotarian action groups, 322–28 governor, 99–111 allocation, 99 assistant. See assistant governors budget, 218, 433–36 club-level training, 104 code of ethics, 103 district records, 104 duties, 103–5 expenses, 91, 99, 433–36 expenses for extension, 94 monthly letter, 93 official visit, 86, 105 past, 111–12 qualifications, excuse from by president, 153 relationship with directors, 181 report to RI, 104 resignation upon relocation, 105 responsibilities, 103–5 role and responsibilities at district conference, 120 vacancies, 111, 154 governor-elect attendance at district conference, 110 attendance at GETS, 108 attendance at International Assembly, 107 expenses, 99 training, 107–10 vacancies, 111 governor-nominee expenses, 99 responsibilities, 106 selection, 105–6, 216
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