International Board Policies

Master Policy Index

Numerical Roster of Policies


Section 1 – Awards

Appeals – I-3

New Club Sponsor, Definition of

Presentations Other Than By International – I-7

Optimist International Awards Program – I-8

Sponsor Pin Incentive – I-140

International Recognition Program – ICD-135


Section 2 – Charter – Present/Revoke

Club Disbandment and Charter Revocation Procedures – IC-35

Merger Requirements – IC-36


Section 3 – Club Names/Members/Meeting Places

Life Membership – IC-18

Charter Members – IC-51

Club New Member – IC-52

Club – Name and Location – C-8

89 Day Reinstatement Policy – ICD-14

Membership for Individuals Managing Club Activities – C-13


Section 4 – Committees

Committees – I-70

Board Personnel Committee – I-142


Section 5 – Communication

Use of International Directory and Mailing Lists – I-33

Dissemination of Information of Other Organizations – I-35

The Optimist Magazine – I-61

Corporate & Sponsor Relations – I-117

Web Page – I-121

Bylaws Amendment Proposals – I-123

Membership Information on the Internet – CD-6

Optimist International Directory – ICD-3

Branding Statement – ICD-12

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

Club Anniversaries - C-14


Section 6 – Convention

Candidates for International and District Offices – I-11

Convention Standards – I-104

Candidate Qualifications Guidelines - I-130

Leadership Summits - I-143


Section 7 – Dues/Reports/Invoices

District Dues Increase – D-4

Deadline for Club Reports – Awards Program – CD-4

Club Annual Dues Billing - C-10

U.S. Club Tax Form - C-11


Section 8 – Expenses

Expenses – I-18

Travel Charts – I-18


Section 9 – Finances

Financial Review – I-20

Authorized Persons – I-38

Optimist International Staffing – ID-29

Authority to Adjust Club Account – I-40

Investments of Surplus Funds – I-44

Staff Salaries – I-47

Products Endorsement – I-65

Contract Review Policy – I-103

Youth Programs Foundation Funding - I-136

Credit Policy – ICD-10

Exchange Rate - ICD-11


Section 10 – Fundraising/Soliciting

District Fundraising – D-9

Club Fundraising Policy – CD-3

Disaster Relief Funds - ICD-15


Section 11 – Insurance

Travel Insurance Policy – I-48


Section 12 – International Development

International Development – I-102


Section 13 – Legal

Legal Counsel – I-34

Optimist International Code of Ethics for Employees, Officers and Staff- I-126

Use of Trademarks and Service Marks – ICD-1

Badges and Emblems of Office – ICD-2

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

Misconduct - I-127

Chief Operating Officer – I-134

Optimist Club Youth Protection Policy - C-12


Section 14 – New Clubs

NCB Across District Boundaries - I-5

Organization Meetings – 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 Checks for Officer Candidates - I-138

Officer Job Descriptions and Letters of understanding - ID-28


Section 16– Programs/Partners

Optimist International Endorsed Organizations – I-36

International Programs– I-66

Scholarships – I-67

JOOI Scholarships – I-107

International Program Status - I-137

International Seal of Approval Status - I-141

JOOI Club Requirements – IC-17

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

Optimist Day - ICD-136

100 for 100 Anniversary Initiative - ICD-137


Section 17 – Regional and District Administration

Redistricting Policy – ID-7

District Fiscal Duties and Responsibilities – ID-13

District Budgets – Approval of – ID-15

At Risk Assessment Policy - ID-25

Regional Makeup of Optimist International - ID-26

District Allotment Requirements - ID-27


Section 18 –Supply

Potential Conflict of Interest – I-105

Supply Sales – ID-24


Addenda

Suggested District Policies (.pdf)

Policy for Governance of Junior Optimist International

Best Practices

Recommendation Form for International Office or Committee