1. Rotary Insurance Learning and Development Presentation
Steve Fielding
District Insurance Officer
District 9710

2. Contents General features
What are the Clubs required to do: Yearly and Ongoing?
Certificate of Currency
Contents

3. National Insurance Scheme
Zone Insurance and Protection Committee (ZIPC)
Peter Kaye - Chairman (District 9550)
David Tolstrup - Committee Member (District 9810)
David Cook - Committee Member (District 9685)
John Wakefield – ZIPC Youth Protection Officer (District 9685)
National Insurance Scheme

4. The policies are designed to provide reasonable protection when undertaking activities on behalf of Rotary.
All policies have claim limits and deductibles (excesses) and all clubs and committees should factor this into their risk assessments and risk management plans for their activities and events.
Clubs and district committees are encouraged to consider insurance matters and potential issues early in their planning for any event and activity regardless of whether it is new or on- going. 
National Insurance Program based on reducing, transferring and accepting risks

5. National Insurance Program encompasses eight policies

6. Risk Management Principles
It cannot be assumed that that all projects and events undertaken by Districts and Clubs are automatically covered under the Rotary Liability Policy.
To establish whether a proposed project/event is acceptable to the Insurer, a Pro Forma must be submitted to the DIO prior to the commencement of such project/event, as referral to the Insurer might be necessary to confirm coverage.
A Club must never commence a project without obtaining DIO approval, to do so could run the risk of the project being outside insurer acceptance guidelines and therefore not covered, and no Rotary project can proceed without insurance.
Risk Management Principles

7. A sample of Projects in the District covered under Rotary Insurance
Adventure Journey through the Southern Highlands
Australia Day Community Breakfast
Blessing of the Fleet Festival
Dream Cricket
Five Peaks Challenge
Giro d'Canberra
MUNA
Trek to Everest Base Camp
New Years Eve Fireworks Spectacular
Snowy Valleys Cycle Challenge
Tumbarumba 2 Kokoda Trek
A sample of Projects in the District covered under Rotary Insurance

8. A guide for Rotary Clubs - What you need to know and do
Complete an Insurance Pro forma prior to the commencement of any Event or Project
A Disclaimer is required to participate in any sport, game, match, race, practice, training course, trial contest or competition organised by the club
Vendors, Stallholders who operate at club organised Markets/Swap Meets or the like must have their own insurance. “No insurance no come” rule to be strictly applied
If using Rotary Travel Insurance, a “Fit to Travel” letter must be obtained from a GP
Offering cover under Rotary Insurance to other entities or bodies is strictly prohibited.
All Youth Program Volunteers (as defined) must complete a Rotary Youth Volunteer Information and Declaration Form
Complete and return Annual Club Insurance/Protection Declaration Form by 30 April
A guide for Rotary Clubs - What you need to know and do

9. A Pro Forma must be submitted to the DIO before the commencement of any Rotary events/project

10. General Release and Indemnity “Participants does it at own risk”

11. Claim for Personal Accident

12. Stallholders Liability ($6
Stallholders Liability ($6.00 per stall holder, per market inclusive of statutory charges and GST)

13. National Insurance Program Renewal Information required by 30 April
As part of the annual National renewal process, Clubs will be asked in April/May to review, confirm their assets/value, and answer other compliance questions
The answers from the Clubs will assist in determining what the insurance premium will be for the following year
The Insurer cannot issue Insurance Certificates of Currencies without 100% response from the Clubs
Ensure that all information is correct as there will be no refunds given for incorrectly declaring the value of property/motor vehicles in the Rotary Insurance & Compliance Declaration for
National Insurance Program Renewal Information required by 30 April

14. National Insurance Program Renewal Information required by 30 April (Property Insurance)

15. National Insurance Program Renewal Information required by 30 April (Motor Vehicle Insurance & Protection)

16. National Insurance Program Renewal Information required by 30 April (Protection)

17. Club Insurance Certificate of Currency – Issued to President, Secretary and Treasurer at the end of every FY