Rotary District 7010 Expense Policy (Version: February 8, 2012) General Expense Policy: Assistant Governors:

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General Expense Policy: Use the expense form available on the District 7010 website Be sure to identify the name of the committee All receipts must be attached. If you don t have a receipt, provide an explanation. For mileage claims, a log showing a minimum of: date, route, and purpose must be provided. No expense claims can be made for alcohol. Meal expense maximums include tax and tip Hotel expenses are for a standard room only. Any upgrades are responsibility of individual. Other than AGs, DG, DGE, and DGN, all expense claims must be provided and signed by the appropriate committee chair. Expenses should be submitted as close to June 30 th as possible, and no later than July 15 th. At district sponsored events such as DTTS and PETS (aka Leadership Weekend), you must share a room. If you decide to have a single room, you can only claim for 50% of the room cost. If district pays for the single room, you will need to reimburse the district for 50% of the cost of the room. (Often, the treasurer will simply deduct this amount from your next expense claim). A separate expense form should be used for expenses related to each committee. Postal mail, e- mail, and fax are acceptable ways of submitting expense claims. There is no expense claim during District Conference. The only exception is if the timing of the DAC requires you to stay an extra night at the hotel. In this case the district will pay for one night s accommodations. Submit expenses to: Brian Angus (2010-2011 only) District 479 King Treasurer St. Dianna Stevenson PO Midland Box 712, ON L4R 5213N4 Cedar Lane, Bracebridge, On, P1L 1T9 W brian.angus@strathex.com (705) 645-8026 F (705) or 645-7327 (705) 527-6500 Assistant Governors: officeworks@bellnet.ca Richard Onley (2011-195 Manitoba St. Bracebridge ON P1L 1S3 richard@onley.ca or (705) 645-3013 Follow General Expense Policy On the expense form, identify your Committee as AG Area x No committee chair is required to sign the expense form In an effort to control expenses, visit clubs as required, but not more than necessary Try to group trips if possible in order to reduce mileage expense. Also, consider renting a car for longer trips. Try to minimize hotel expenses. Where possible, try to have a club host you, or at least pay your hotel expense.

District Governor: Receives $10,000 honorarium. $5,000 is paid on July 1 st ; and $5,000 is paid on January 1 st. o Attendance at Zone Institute Program for District Governors trip cancellation insurance, etc.) for DG only. Note: Please see if your credit card will cover any insurance expenses. Registration fees for DG only. (Note: Claim the Single rate, even if you register and attend with your partner) Accommodations for five nights (e.g. Tuesday evening until Sunday morning) (included in registration fee). Note: In general, as the DG represents the office of the RI President, the DG and partner should be treated as a guest at all district events (e.g. Foundation dinner, PETS, etc.) and not be charged for meals. However, it is understood that this may not always be practical and some flexibility is required.

District Governor- Elect: Receives $3,000 honorarium on July 1 st o Attendance at GETS (Governor- Elect Training Seminar) and Zone Institute trip cancellation insurance, etc.) for DGE and partner. Note: Please see if your credit card will cover any insurance expenses. Registration fees for DGE and partner Accommodations for three nights during the Zone Institute (Thursday, Friday, and Saturday) RI pays accommodations and meals during GETS o Attendance at RI Convention (typically in May or June at end of year as DGE) trip cancellation insurance, etc.) for DGE and partner. Note: Please see if your credit card will cover any insurance expenses. Convention registration fees for DGE and partner Accommodation expense for DGE and partner Maximum claim is $4,000 if the convention is held in North America; or $6,000 maximum if the convention is held outside of North America As the RI Convention takes place near the end of the Rotary year (i.e. June 30 th ), be sure to promptly submit your expenses. o Can claim up to $2,000 for RI Theme Supplies o While the DGE also attends the International Assembly, this is paid by RI and there is no cost to the district.

District Governor- Nominee: Receives $1,500 honorarium on July 1 st o Attendance at Zone GNTS (Governor- Nominee Training Seminar) and Zone Institute trip cancellation insurance, etc.) for DGN only. Note: Please see if your credit card will cover any insurance expenses. Registration fees for DGN only Accommodations for five nights (Tuesday through Saturday evenings) TRF World Community Service Chair: Attends CRCID training. However, CRCID simply invoices all districts $600 per attendee. There is no corresponding expense claim. CRCID pays all expenses from the $600 the collect from all attendees. Membership/Foundation/Trainer Committee Chairs: $1,700 is set aside each year into the Training Reserve account (#3120) on the basis that one of the above committee chairs can attend the Zone Institute for training. The expense rules are: o Cannot attend in your last year. Ideally, you should attend in your first year as Committee Chair o Travel expenses (e.g. hotel, car rental, bus, parking, etc.) for Committee Chair only o Zone Institute registration fee for Committee Chair only o Accommodation expense (2 nights) for Committee Chair only o Meals are not included o Maximum claim is $1,700 Note: While the intention is that a different Committee Chair attend the Zone Institute each year on a rotating basis, it may make sense to send more than one chair when the Zone Institute is close to home, and not send anyone when the Zone Institute is far away. This may help reduce costs. For this reason, the $1,700 per year amount accumulates in the Training Reserve account (#3120). The selection of attendee(s) for the coming year will be made at the final DAC meeting of the current year (usually April).

Youth Exchange Committee: A member of the Youth Exchange Committee can attend the Youth Exchange Officers Preconvention Meeting at RI Convention every three years. The expense rules are as follows: o Cannot attend in your last year on the committee. o Preconvention registration fee for Committee Member only o Accommodation expense (1 night) for Committee Member only Group Study Exchange Expenses: Acceptable expenses: o Van Rental o One hotel night in Toronto for Inbounds upon arrival if necessary (i.e. a late flight). o One hotel night in Toronto for Inbounds and/or Outbounds prior to departure if necessary (i.e. an early flight) o In all cases, must share two to a room (i.e. three rooms will be paid for) Unacceptable expenses: o Expenses for send off by the GSE Chair o Excursions outside of the district o Meals o Mileage expense for Outbounds to attend meetings and training sessions (the team members should be reimbursed by their sponsoring clubs) Council on Legislation: The expenses associated with sending an attendee to the Council on Legislation (every three years) are completely covered by Rotary International and are no cost to the district.