扶輪教育與訓練Training & Education 

地區總監的教育

District Governor's Education

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財務

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地區基金
District Funds


地區基金的設立是非強制性的-決定在於各地區。各地區可以地區年會之決議成立一種基金稱為”地區基金”,以提供資金給地區主辦之計劃及地區扶輪管理及發展所需之經費。

Establishing a district fund is not mandatory the decision lies with each district. Each district may, by resolution of the district conference, establish a fund for the financing of district-sponsored projects and the administration and development of Rotary in the district.

地區基金應由地區內所有扶輪社之社員平均分攤提供。分攤金之金額是地區講習會或地區年會經由下屆社長出席人數四分之三同意或地區年會投票之選舉人過半數同意決定之。有關更詳細的資訊,請參閱程序手冊的國際扶輪細則第15.060項,或請瀏覽國際扶輪網站。

The district fund is to be financed by all the clubs in the district by a per capita levy on all the members of those clubs. The amount of the levy is to be decided at the district conference after the approval of three-fourths of incoming club presidents present, or a majority of conference electors. For details, refer to section 15.060 of the RI bylaws in the Manual of Procedure or on RIs Web site.

繳納社員分擔金是地區所有扶輪社的義務。當國際扶輪辦事處接獲地區總監證明某一個社已超過六個月未繳分攤金時,國際扶輪理事會將停止對該社提供服務,如再過90天未繳納,則該扶輪社將被終止其會藉(國際扶輪細則3.030.1.)

The payment of the per capita levy is mandatory for all clubs within a district. When the RI office receives certification from you as district governor that a club has failed for more than six months to pay such levy, RI will suspend services to that club. After an additional 90 days, the club will be terminated (RI bylaws, section 3.030.1).

地區總監有責任在你服務任期結束(630)三個月內,向地區內各扶輪社提出一份年度地區財務查核報告。此年度財務查核報告也應在下屆地區年會被提出及正式通過。並將報告副本交由扶輪社與地區行政管理職員轉呈秘書長。

As district governor, you are responsible for supplying an audited annual statement of the district finances to each club in the district within three months of completion of your term of office (30 June). This statement must also be presented and adopted at the next district conference. A copy of the statement should be sent to the general secretary via club and district administration staff.

地區財務委員會

District Finance Committee

國際扶輪理事會建議您成立一個地區財務委員會來協助您維持地區內的財務管理。請參閱第八章第117頁,有關地區財務委員會的目的、架構、資格、任務與責任。

The Board recommends appointing a district finance committee to assist you with maintaining fiscal control within your district. See chapter 8, page 117, for information regarding this committees purpose, structure, qualifications, duties, and responsibilities.

計劃與活動

Projects and Activities

地區活動需有地區三分之二的各社贊成之後才能實行。一個成功的計劃也要有清楚的財務責任。

A district activity is to be implemented only after approval by two-thirds of district clubs. A successful project also has clear fiscal accountability.

地區活動如果會減損扶輪社層級活動的範圍及效率的話,這個地區活動則不應被執行。所有對地區活動的財務捐獻也一定必須是出於自願的。

A district activity is not to be undertaken if it will detract from the scope and effectiveness of activities at the club level. All financial contributions to a district activity are to be strictly voluntary.

各社及扶輪社員參與地區活動的花費應保持最低限度。並要確保除了財務捐獻外,要有其它的方法來使各社及扶輪社員多參與。所有財務捐獻活動要確實自願,而不要以暗示或強求社員每名分擔費用或其它攤派的方式為之

The cost to clubs and individual Rotarians participating in a district activity should be kept to a minimum. Make sure that clubs and Rotarians have other ways to participate besides making financial contributions. Requests for contributions are not to be made in the form of an implied or enforceable per capita tax or other assessment.

身為地區總監,您要為地區活動募集捐款並加以管理。你可以任命一個委員會來協助你管理這些資金。對地區活動財務的承諾不可超過一年。地區總監必須為有關活動負責並提供一個清楚的活動費用會計說明。如果地區為一個活動要發起一個慈善資金,地區總監應調查該活動是否有合辦的可能性。但無論如何,如果要與其他組織合辦活動的文宣中使用“扶輪”字樣出現在活動的合併名稱時,一定要經過國際扶輪理事會理事的批准。

As district governor, you are responsible for the collection and administration of contributions received for a district activity. You may appoint a committee of Rotarians to assist you in the administration of these funds. The financial commitment to a district activity is not to exceed one year. The district governor must be accountable to the district for the activity and must provide a clear accounting of the activitys expenses. If the district wants to develop a charitable fund for an activity, the district governor should investigate the possibility of obtaining incorporation for the activity. However, approval by the RI Board of Directors is required if the word Rotary appears in the activitys incorporated name.

當為一特殊的目的來籌募資金時,該預算應要準備妥當並提交給您本人及地區財務委員會來批准。當該預算批准後應包含在報告書內由地區財務委員會提交地區講習會或地區年會。建議這些款項應該存入獨立的銀行戶頭,並由適當的委員會主席擔任戶頭的連署簽名人來確立這些資金。

When funds are raised for a specific purpose, a budget should be prepared and submitted to you and to the district finance committee for approval. When approved, the budget should be included in the statement submitted by the district finance committee to either the district assembly or the district conference. It is recommended that a separate bank account, with the appropriate committee chair as cosignatory, be established for these funds.

國際扶輪理事會已制定了有關多地區計劃及活動、國家間委員會及國際交換的財務政策及程序。在你施行任何這些活動之前,請務必詳閱程序手冊中相關的章節。並且您的扶輪社及地區行政管理代表也會提供你所需的額外的資訊。

Financial policies and procedures have been established by the RI Board of Directors for multidistrict projects and activities, intercountry committees, and international exchanges. Please consult appropriate sections in the Manual of Procedure before implementing any of these activities. Your club and district administration representative can provide additional information.

地區會議

District Meetings

除了另有指示外,所有地區會議相關的費用都應該由註冊費來提供,或是由地區的扶輪社另行安排。

Except as otherwise indicated, all expenses related to district meetings are to be covered by a registration fee, or as otherwise arranged for by the clubs of the district.

地區年會

District Conference

在計劃地區年會計劃時,你要極力鼓勵地區年會的費用應該保持在低費用,以便扶輪社員及地區來賓不會因財務理由而不克出席。地區年會委員會應與地區總監商議並提出一適當的年會收入及支出的預算。這將是委員會的第一個任務並應及早完成以便有充裕的時間做有效的計劃。該預算也應由地區總監來批准。其他細節請參閱"地區年會手冊"(800)

In planning the program of the district conference, you are strongly encouraged to keep district conference costs low so Rotarians and district guests will not be discouraged from attending for financial reasons. After consulting with you, the district conference committee should prepare and adopt a budget of probable conference income and expense. This should be the committees first task and should be completed early to allow time for effective planning. The budget must have your approval as district governor. For details, refer to the District Conference Manual (800).

支出

Expenses

在擬定地區年會預算時,委員會需預估的費用如下:

  • 印刷及出版

  • 演講費

  • 娛樂

  • 午餐及晚餐

  • 特別來賓

  • 全會大廳

  • 場地佈置

In preparing the district conference budget, the committee should consider and estimate expenses for the following:

  • Printing and publicity

  • Speaker expenses

  • Entertainment

  • Lunches and dinners

  • Special guests

  • Plenary hall

  • Decorations

收入

Revenue

地區年會委員會也必須預估年會可以產生多少收入。核准的增加收入方法有:

  • 自地區各社自願的,社員每人分擔金捐獻

  • 參加年會的註冊費

  • 上述的綜合方式(例如,用平均每人捐獻金來支付預估的行政費用,以預估的報名費來支付招待及娛樂費用等)

The district conference committee should also estimate any revenue to be generated from the conference. Acceptable methods of generating revenue include:

  •  A voluntary per capita contribution from all of the clubs in the district

  • An attendance registration fee

  • Some combination of the above (e.g., a per capita contribution to pay estimated administrative expenses, with a registration fee estimated to cover hospitality and entertainment)

國際扶輪唯一承擔和地區年會相關的費用就是總監個人為了他的出席年會及他為了安排年會而到主辦城市所做的預備旅行的費用。通常,任何地區年會的費用,超過地區年會的收入時,將可能由任何其他地區資金來負擔,若有結餘時應和其它地區資金一起保存起來。

The only expenses RI assumes in connection with the district conference are personal expenses relating to the governors attendance and preliminary trips to the host city to arrange for the conference. Normally, any district conference expense in excess of district conference revenue will likely need to be charged against district funds. Any excess revenue would be retained with other district funds.

希望地區能夠承擔國際扶輪社長代表和他的配偶,在出席地區年會期間的飯店和其他地區年會的費用。

It is expected the district will assume the hotel and other district conference expenses of the RI presidents representative and spouse during their attendance.

n 在貴地區,報名費是否會直接影響到年會的出席率呢?

  

 

n Does the registration fee have a direct impact on conference attendance in your district?

出版品

Publications

對於扶輪地區或地域雜誌,國際扶輪不負擔財務責任。地區出版物要在您的直接管理之下。而地域雜誌要在相關的地區總監他們所指派的代表或委員們直接管理之下。

Rotary International assumes no financial responsibility for Rotary district or regional magazines. District publications are under your direct supervision. Regional magazines are under the direct supervision of the relevant district governors, their designated representatives, or committees.

地區出版物及地域雜誌要有制定承接廣告的政策並要與他們運作所在的國家內的法律及國際扶輪政策相一致。有關扶輪徽章的廣告則只有取得國際扶輪社執照的供應商可以刊登(請參閱本手冊的第161)

 

District publications and regional magazines are to establish advertising acceptance policies consistent with both RI policies and the laws of the country in which they operate. Advertising that involves the Rotary emblem may be accepted only from suppliers licensed by RI (see p.161 of this manual).

地區出版品及地域雜誌必須在適當的財務制度下運作。扶輪公式地域雜誌的帳務需要接受稽核,並每年對出版物的訂閱者們提出一份報告。

District publications and regional magazines are to operate according to proper fiscal practices. The accounts of official Rotary regional magazines are to be audited and a report made annually to the publications subscribers.

扶輪社的財務

Club Finances

身為地區總監,要確保各扶輪社在他們的財務上沒有拖欠國際扶輪。此應在您的公式訪問期間和各社討論或由助理總監在他們與扶輪社的領導會議期間向他們提出。

As district governor, you are to ensure that clubs are not delinquent in their financial obligations to Rotary International. This should be discussed with clubs during your official club visit or addressed by assistant governors during their meetings with club leaders.

地區總監的部份角色就是對你地區內各社有監控財務會計的責任。保持扶輪社付款給國際扶輪的通暢並避免帳目的拖欠以協助確保地區財務的健全。

Part of your role as district governor will be to monitor financial accountability of member clubs within the district. Keeping club payments to RI current and avoiding delinquent accounts helps ensure the financial health of the district.

下列是基本帳單周期的概要,為了最有效率地去檢查那一個扶輪社有好的財務狀況及那些是不好,你應該要了解它。

Following is an overview of the basic billing cycle, which you should understand in order to monitor clubs that are in good financial standing and those that are not.

每個扶輪社每年會接到兩次國際扶輪寄來的帳單,其中包括社員每人分攤會費、訂閱英文扶輪月刊費用、以及其他費用或立法會議徵收金。所有追加款項也都會被加入這個帳單內。

Each Rotary club is billed by RI twice a year for per capita membership dues, required subscriptions to THE ROTARIAN, and other fees or Council levies. All assessments are included in the same billing.

半年度報告資料袋會分別在6月份(7月份的帳單)12月份(1月份的帳單)寄給每位扶輪社秘書.  資料袋中有半期報告, 預估費用計算基礎的現行社員名錄, 以及計算任何需要變更的資料的工作表 如何填寫表格的指示,及應該要提供給國際扶輪辦事處或財務代理人的資訊和應付款項都包含在資料袋中。

A semiannual report package is sent to each Rotary club secretary in June for the July billing and in December for the January billing. The package consists of a semiannual report, a current membership list that is the basis for the estimated billing, and a worksheet to calculate any necessary revisions. Instructions for completing the forms and returning the information and payments to RI offices or fiscal agents are included with the package.

總監若不和那些暫時中止服務的扶輪社聯絡催繳積欠款項的話,國際扶輪將拒絕給付總監的最後年終尾款。

Governors who do not contact suspended clubs for unpaid dues obligations may be denied their final year-end payments from RI.

如果一個扶輪社應支付給國際扶輪的半年帳單的款項在到期日90天之後都還沒繳清,扶輪社秘書就會收到一封提醒函,通知他尚有餘額未繳清。如果該扶輪社繼續積欠餘額至到期日之後的6個月,該扶輪社社長就會收到國際扶輪暫時中止服務的通知函。

If, 90 days after payment of the semiannual billing is due to RI, a club has not paid the balance of its account, a reminder letter is sent to the club secretary, advising that the club has a balance due. At six months after the due date, if the club balance is still delinquent, a letter is sent to its club president stating that service to the club has been suspended.

對社暫停服務是包含所有國際扶輪的服務。秘書處工作人員不再回信,無法訂購出版物及供應品,該社會從所有相關單位的郵寄名單中被除名。取消遞送英文扶輪月刊或其它地域雜誌。總監不再安排對一個暫停中的扶輪社的任何公式訪問並必須取消任何事前的安排。暫時中止服務的社不能收到總監的月報及其它郵件,唯一被允許的聯繫是需要協助籌措積欠款項的相關事務。

Suspension of service to a club includes all RI services. Secretariat staff will not answer letters. Publications and supplies cannot be ordered. The club is removed from all association mailing lists. Delivery of THE ROTARIAN or other regional magazine is halted. As district governor, you may not make any official visit to a club in suspension and must cancel any prior arrangements. The suspended club should not receive your monthly letter or other mailings. The only contact permitted is that needed to assist in collecting the amount past due.

一個扶輪社被處分暫時中止服務90天後,如果該扶輪社還是沒有清償積欠國際扶輪的金額,該扶輪社社長就會收到一封通知扶輪社會籍已被終止的聲明。若要恢復會籍需要償付所有拖欠款項及目前的帳款。終止會籍之後,該扶輪社的紀錄沒有任何改變,因此該扶輪社企圖恢復會籍時,要提出目前最新的社員名單。所有相關文件請寄給您的國際扶輪辦事處。

Ninety days after the date that a club has been suspended, if the club still has an outstanding amount payable to RI, a letter is sent to the club president stating that the clubs membership has been terminated. Reinstatement requires payment of all delinquent and current charges. After termination, no changes are made in the clubs records, so clubs seeking reinstatement need to submit a current membership list. All these items should be sent to your RI office.

為協助您監督地區財務狀況是否健全,您每個月都會經由電子郵件收到一份統計地區內所有扶輪社紀錄的"地區扶輪社結算報告"。這份報告可以協助您提早在有些扶輪社要達到被暫停服務徵兆前和他們密切的合作。

To assist you in monitoring your districts financial health, you will receive a report on a monthly basis of all the clubs in your district via e-mail, called the Club Balance by District Report. This information will help you work with clubs before they reach the point of being suspended.

在它們將被暫停服務或終止社籍的扶輪社之前,請聯繫報告中的扶輪社。查明扶輪社是否真的尚未支付及理由為何。鼓勵儘快全額繳清積欠國際扶輪的所有餘額。強調應付款項及訂閱費用是一定要支付的,這對健全的扶輪社及國際扶輪來說都是極其重要的。

Please contact the clubs on the report before they are subject to suspension or termination. Verify that the club dues are indeed unpaid, and determine why. Encourage prompt payments to RI for the full amount of the outstanding balance. Emphasize that payment of the dues and subscriptions is mandatory, as well as vital to the health of the club and Rotary International.

請扶輪社在支付所有款項時務必同時註明扶輪社的社籍號碼,才能直接入該社的帳戶。此項資訊在"地區扶輪社結算報告"中亦有記載。

It is very important for clubs to include their club identification number directly on all payments to be credited to the clubs account. This information is located on the Club Balance by District Report.

請牢記下列的技巧:

  • 每一扶輪社社員名單,包含在半年度帳單資料袋內,都必須由社的秘書更新資料並交還給國際扶輪。利用您的總監月報,來提醒扶輪社這個重要的責任。要求每一個扶輪社把半年度報告的工作表的副本寄給你。以便掌握最新的社員資料。您也可以從國際扶輪辦事處取得半年度報告的副本,或是由國際扶輪網站上更新或取得最新的社員資料。

  • 詳細研讀及利用每個月的地區扶輪社結算報告*以期事前掌握狀況,並提醒你自己那些是需要你特別注意的扶輪社。

  • 不佳的財務狀況常常就是即將出現問題的警訊,例如扶輪社領導能力的不足或冷淡的社員。身為地區總監,請勿只是應付徵兆-請與扶輪社緊密配合找出並解決真正的問題所在。

Keep in mind the following tips:

  • Membership lists for each club, included in the semiannual billing package, must be updated and returned to RI by the club secretary. Use your monthly letter to remind clubs of this important responsibility. Ask each club to send you a  copy of its semiannual report worksheet so that you will have up-to-date membership information. Duplicate semiannual reports can be requested from your RI office or current membership information can be obtained and updated on RIs Web site.

  • Read and use the monthly Club Balance by District Report* to anticipate problems and alert yourself to clubs that need special attention.

  • Remember that poor financial standing often is a symptom of other problems, such as weak club leadership or apathetic members. As district governor, do not respond to the symptoms only work closely with clubs to identify and resolve the real problems.