Optimist International Policies

Section 1 – Awards

New Club Sponsor - Definition of – I-6

Presentations Other Than By International – I-7

Optimist International Recognition Program & International President's Incentive Program – I-8

International Recognition Program – ICD-135

Appeals – ICD-139


Section 2 – Charter – Present/Revoke

Club Disbandment and Charter Revocation Procedures – IC-35

Club Merger Requirements – IC-36


Section 3 – Club Names/Members/Meeting Places

Charter Members – Definition – IC-51

Club New Member – IC-52

89 Day Reinstatement Policy – ICD-14

Club - Names and Locations – C-8


Section 4 – Committees

Committees – I-70

Board Personnel Committee – I-142


Section 5 – Communication

International Directory and Mailing Lists - Use of – I-33

Dissemination of Information of Other Organizations – I-35

The Optimist Magazine – I-61

Corporate and Sponsor Relations – I-117

Web Page – I-121

Bylaws Amendment Proposals – I-123

Board Liaisons to Vice Presidents – I-128

Proposals at Board of Directors Meetings – I-129

Official Optimist Time – I-131

Communications for the President - Elect – I-132

International Communications – I-133

Protection of Member Identifying Information – ICD-3

Branding and Mission Statement s – ICD-12

Social Media Policy – ICD-138

Club Anniversaries – C-14


Section 6 – Convention

Candidates Campaigning – I-11

Convention Standards – I-104

Candidate Qualification Operational Guidelines – I-130

Leadership Summits – I-143


Section 7 – Dues/Reports/Invoices

Club Annual Dues Billing to Optimist International – IC-15

District Dues – D-4

Deadline for Club Reports - Awards Program – CD-4

U.S. Club Tax Form 990 – C-11


Section 8 – Expenses

Expenses - General – I-18


Section 9 – Finances

Financial Review – I-20

Authorized Persons - Access to Finances – I-38

Authority to Adjust Club Account – I-40

Investments of Surplus Funds – I-44

Staff Salaries – I-47

Products and Services Endorsement – I-65

Contract Review Policy – I-103

Youth Programs Foundation Funding Policy – I-136

Optimist International Staffing – ID-29

C lub Financial Compliance – ICD-10

Billing Currency – ICD-11


Section 0 – Miscellaneous

Pilot Program Policy – Policy – I-145

Life Membership , Down Payment – IC-18

Badges and Emblems of Office – ICD-2

Membership Information on the Internet – CD-6

Club Annual Dues Billing – C-10


Section 10 – Fundraising/Soliciting

District Fund Raising – D-9

Club Fund Raising Policy – CD-3


Section 11 – Insurance

Travel Insurance Policy – I-48


Section 12 – International Development

International Development – I-102


Section 13 – Legal

Legal Counsel – I-34

Misconduct – I-127

Duties of the Chief Executive Officer , Chief Operating Officer , and the Board of Directors – I-134

Use of Trademarks and Service Marks – ICD-1

Optimist International Code of Ethics for Optimist Members – ICD-13

Optimist International Code of Ethics for – ICD-126

Optimist Club Youth Protection Policy – C-12


Section 14 – New Clubs

NCB Across District Boundaries – I-5

Organization Meetings - Requirements for Attendance – I-52

Requirements for Affiliation – I-54

Requests for Authorized Representative – I-56


Section 15 – Officers

Recognition - Current and Past Board Members – I-76

Criminal Background, Public Records Checks for Officer Candidates and Credit Checks for President-Elect Candidates – I-138

Officer Job Descriptions and Letters of Understanding Policy – ID-28


Section 16 – Programs/Partners

Optimist International Endorsed Organizations – I-36

International Programs – I-66

Scholarships – I-67

JOI Scholarships – I-107

International Program Status – I-137

International Seal of Approval Status – I-141

JOI Club Requirements – IC-17

Competitive Boxing and Contact Martial Arts Programs Involving Youth – IC-37

Optimist Day / Optimist Month – ICD-136


Section 17 – Regional and District Administration

Redistricting Policy – ID-7

District Fiscal Duties and Responsibilities – ID-13

District At Risk Assessment and Recovery Plan – ID-25

Regional Makeup of Optimist International – ID-26

District Allotment Requir e ments – ID-27


Section 18 – Supply

Potential Conflicts of Interest – I-105

Supply Sales – ID-24


Section 19 – Administration

Virtual Meetings of the International Board of Directors – I-144

Pilot Program Policy – I-145


Section 99 – Addenda

By Policy Number C-10 — Club Annual Dues Billing C-11 — U.S. Club Tax Form 990 C-12 — Optimist Club Youth Protection Policy C-14 — Club Anniversaries C-8 — Club - Names and Locations CD-3 — Club Fund Raising Policy CD-4 — Deadline for Club Reports - Awards Program CD-6 — Membership Information on the Internet D-4 — District Dues D-9 — District Fund Raising I-102 — International Development I-103 — Contract Review Policy I-104 — Convention Standards I-105 — Potential Conflicts of Interest I-107 — JOI Scholarships I-11 — Candidates Campaigning I-117 — Corporate and Sponsor Relations I-121 — Web Page I-123 — Bylaws Amendment Proposals I-127 — Misconduct I-128 — Board Liaisons to Vice Presidents I-129 — Proposals at Board of Directors Meetings I-130 — Candidate Qualification Operational Guidelines I-131 — Official Optimist Time I-132 — Communications for the President - Elect I-133 — International Communications I-134 — Duties of the Chief Executive Officer , Chief Operating Officer , and the Board of Directors I-136 — Youth Programs Foundation Funding Policy I-137 — International Program Status I-138 — Criminal Background, Public Records Checks for Officer Candidates and Credit Checks for President-Elect Candidates I-141 — International Seal of Approval Status I-142 — Board Personnel Committee I-143 — Leadership Summits I-144 — Virtual Meetings of the International Board of Directors I-145 — Pilot Program Policy I-145 — Pilot Program Policy – Policy I-18 — Expenses - General I-20 — Financial Review I-33 — International Directory and Mailing Lists - Use of I-34 — Legal Counsel I-35 — Dissemination of Information of Other Organizations I-36 — Optimist International Endorsed Organizations I-38 — Authorized Persons - Access to Finances I-40 — Authority to Adjust Club Account I-44 — Investments of Surplus Funds I-47 — Staff Salaries I-48 — Travel Insurance Policy I-5 — NCB Across District Boundaries I-52 — Organization Meetings - Requirements for Attendance I-54 — Requirements for Affiliation I-56 — Requests for Authorized Representative I-6 — New Club Sponsor - Definition of I-61 — The Optimist Magazine I-65 — Products and Services Endorsement I-66 — International Programs I-67 — Scholarships I-7 — Presentations Other Than By International I-70 — Committees I-76 — Recognition - Current and Past Board Members I-8 — Optimist International Recognition Program & International President's Incentive Program IC-15 — Club Annual Dues Billing to Optimist International IC-17 — JOI Club Requirements IC-18 — Life Membership , Down Payment IC-35 — Club Disbandment and Charter Revocation Procedures IC-36 — Club Merger Requirements IC-37 — Competitive Boxing and Contact Martial Arts Programs Involving Youth IC-51 — Charter Members – Definition IC-52 — Club New Member ICD-1 — Use of Trademarks and Service Marks ICD-10 — C lub Financial Compliance ICD-11 — Billing Currency ICD-12 — Branding and Mission Statement s ICD-126 — Optimist International Code of Ethics for ICD-13 — Optimist International Code of Ethics for Optimist Members ICD-135 — International Recognition Program ICD-136 — Optimist Day / Optimist Month ICD-138 — Social Media Policy ICD-139 — Appeals ICD-14 — 89 Day Reinstatement Policy ICD-2 — Badges and Emblems of Office ICD-3 — Protection of Member Identifying Information ID-13 — District Fiscal Duties and Responsibilities ID-24 — Supply Sales ID-25 — District At Risk Assessment and Recovery Plan ID-26 — Regional Makeup of Optimist International ID-27 — District Allotment Requir e ments ID-28 — Officer Job Descriptions and Letters of Understanding Policy ID-29 — Optimist International Staffing ID-7 — Redistricting Policy