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Club Reporting Requirements defined Requirements defined Manual of Procedure – Manual of Procedure – 2013 2013 Joe Ferguson, District Secretary P.E.T.S. April

Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

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Page 1: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

Club Reporting

Requirements definedRequirements defined

Manual of Procedure –2013 Manual of Procedure –2013

Joe Ferguson, District Secretary

P.E.T.S. April 05, 2014

Page 2: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

District 7570 PETS 2014

Tasks

This WeekThis Week This MonthThis Month

Each six MonthsEach six Months Once a yearOnce a year

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Page 3: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

District 7570 PETS 2014

This week’s report

How many and who attended? Report How many and who attended? Report frequent absences to club’s frequent absences to club’s membership chairman.membership chairman.

Compute percentageCompute percentageEnter in District database monthlyEnter in District database monthly

Page 4: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

District 7570 PETS 2014

This month With each new member, change of With each new member, change of

address and attrition; enter in club’s address and attrition; enter in club’s name on websitename on website

Report average attendance (on website) Report average attendance (on website) within fifteen (15) days of the last within fifteen (15) days of the last meeting of each month.meeting of each month.

NOTE: frequently this is NOTE: frequently this is before the the 1515thth day of the next month. day of the next month.

Page 5: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

District 7570 PETS 2014

Semi-Annually

January 1 and July 1January 1 and July 1

SAR report to be completed and filed SAR report to be completed and filed with dueswith dues

Page 6: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

District 7570 PETS 2014

Annually

December 31 is deadline to report December 31 is deadline to report election of new officers for next Rotary election of new officers for next Rotary year.year.

Send same information to District Send same information to District Directory EditorDirectory Editor

Page 7: Club Reporting Requirements defined Manual of Procedure –2013 Joe Ferguson, District Secretary P.E.T.S. April 05, 2014

District 7570 PETS 2014

? On-Going?

Keep a copy of the club’s By-LawsKeep a copy of the club’s By-Laws (Club Presidents: Have available for (Club Presidents: Have available for

your AG)your AG)

Maintain a file of Minutes of Meetings, Maintain a file of Minutes of Meetings, Membership RecordsMembership Records, ,

and Other club documents.and Other club documents.