District 9370 FINANCE PRESENTATION

Current status D9270 D9270  Travel at R4 per km with max of 500kms  Conference based on per member allocation  No capping of DG’s local travel allowance  Overseas travel not provided for  All training is self-funded D9320  Travel at R1 per km with no max  Conference based on fixed allocation  DG’s travel allowance is capped  Overseas travel included in budget  Training at POETS is part funded

Financial Proposals D9370  Travel at R2 per km with no max kms  Conference based on per member allocation  No capping of DG’s local travel allowance  Provide a contribution towards overseas travel  Training of District & Club Management to be funded  Establish new District office as a virtual office  Consolidation of best practices into one financial policy document

Admin Proposals D9370  Retain bank accounts with Nedbank  Signatory list to include: DG/DGE/DT/iPDT/DRFC/iPDG DG/DGE/DT/iPDT/DRFC/iPDG  All funds except YEP to fall under Finance Committee and District Treasurer  PBO tax status with SARS  NPO status with DSD  Monthly reporting format to be retained

POETS 2013  Registration fees – Clubs/Self  Accommodation allowance of R285 p/n  Travel R2 per km  Submit claim form to District Treasurer..\Travel claim form.xls..\Travel claim form.xls

POETS 2014  Registration fees – Clubs/Self  Accommodation allowance of R350 p/n  Travel claim after 1 st R2 per km  Submit claim form to District Treasurer..\Travel claim form.xls..\Travel claim form.xls

Admin Costs Audit Fees Bank Charges District committee meetings Club Extension Club Extension Membership Membership Public Image Public Image RI Focus RI Focus Rotary Foundation Rotary Foundation Youth Youth District Council meetings District Directory District Office Insurance Other Website District Admin costs

Travel & Accom District Governor Area Co-ordinators Assistant Governors DG Elect DG Nominee Training teams POETS Travel & Accom

Rotary Events COSA DG International Travelincl ROTA GETS(DGE) ROTA (DGE/DGN) Total events

Total Expenses ADMIN COSTS TRAVEL & ACCOMMODATION RI EVENTS DISTRICT CONFERENCE Total costs

Total Income MEMBERSHIP FEES INVESTMENT INCOME Total income Less: Expenses Deficit for the year R

District Levy DISTRICT LEVY CONFERENCE LEVY Total levy Current levyProposed Based on a membership of 2100

RI Dues District Dues Rotary Africa Total Member pays….

District Comparative DISTRICT DISTRICT DISTRICT

Looking ahead… Looking ahead… Anticipated general surplus from the Districts Total R

Surplus allocation 2013/2014 Surplus allocation 2013/2014 Anticipated use from the general surplus of the new District 9370 ROMEX PI GRANT TOTAL R2500 for each new Club chartered

Discussion & Questions

Call for Acceptance