Rotary Club RNL Questionnaire 2025-2026

Rotary Club Insurance & Compliance Declaration 2025-2026
To be completed by each individual club

Please return to District Insurance Officer (DIO) & Protection Officer
AS SOON AS POSSIBLE BUT NO LATER THAN FRIDAY 28th MARCH 2025.

Please first navigate to the Contents page for an overview of this Questionnaire.

IMPORTANT - Please read all Statutory & Important Notices prior to commencing Questionnaire.

Aon Risk Services Australia Limited
ACN 000 434 720

175 Eagle Street
                                 Brisbane Qld 4000

Introduction & Guidance Notes

Introduction

Aon Risk Services Australia Limited (Aon) has produced this 2025/2026 Insurance Renewal Declaration within an Excel Workbook format to facilitate the provision of updated / current underwriting data. This will assist Rotary Clubs to discharge the disclosure obligations under the Group Insurance Program and to negotiate renewal of the program for the insurance period commencing 30 June 2025.

Please complete every question in this questionnaire, including Nil or N/A where appropriate. Questions or parts of questions left blank will require further clarification.

Format

When you have completed the questionnaire:
1. A copy of the questionnaire will be send to you via Jotform to your nominated email address.
2. Print or save a copy of the completed questionnaire for your records.
3. An E-mail of the completed questionnaire will be sent to your District Insurance Officer.

For assistance with any aspect of this questionnaire, please contact your District Insurance Officer - contact details on Declaration Tab.

Notes on Completion

All figures should be based on either your latest 2024/2025 financials or your 2025/2026 budget estimates. These amounts will be used in part to determine premium allocations; adjustments will not be allowed once the renewal has been bound with the Insurer.

If any question or section is not relevant to your operations, please mark clearly "Not Applicable". Questions or parts of questions left blank will need clarification.

Questionnaire Deadline

We would appreciate if you could return your completed Questionnaire and applicable proposal forms to your District Insurance Officer no later than Friday 14 March 2025.

1. Please Note: If your Club has a combined Assets and Revenue total Sum Insured of more than $50,000 please complete the below table.
2. The declared sums insured are expected to reflect the cost to rebuild and replace the building and equipment in a new condition allowing for current designs and regulations.
3. *Gross Revenue refers to the amount of sales or revenue generated from Rotary Op Shops & the like at each location
4. ** Only applicable for example for Op Shops and the like.

Please use the keys below and enter the corresponding letter in the table for:

Construction keys for floors, walls and roof:

W = Wood, C = Concrete, CI = Concrete/Iron, M = Mixed, B = Brick, O = Other, T = Tile, Met = Metal

Security keys

K = Key Windows/Deadlock Doors, L = Local Alarm, B = Back to Base, P = Security Patrol, N = Night Guard

Fire Protection

HR = Hose Reel. EX = Extinguishers. T = Thermal Detectors. LA = Local Alarm. B = Back to Base. S = Sprinklered

Description of Cover: Cover under the Policy applies whilst on authorised business or activities of the Policyholder including direct travel to and from such business/activities and also whilst on a Journey as defined if such Journey has been approved by Rotary.

Journey Definition

All Categories: Journey means the trip undertaken on the business of the Policyholder and/or authorized by the Policyholder, provided such travel involves a destination of 50 kilometres or more from the Covered Person’s normal place of business or residence and does not include normal daily travel between residence and place of business. Cover shall commence from the time a Covered Person leaves their normal place of residence or place of business, whichever is left last and continues on a full time 24 hour basis until they return to their normal place of residence or place of business, whichever occurs first. The maximum duration of any one trip is 90 days.

Private Leisure Travel Definition

Private Leisure Travel Definition: Incidental Private Travel means travel which is private and taken either side of or during an authorised Rotary trip to a maximum of 21 days (The purpose of the overall Trip being predominately for the benefit of Rotary)

The Transit cover under the Property policy is for when you are moving premises and will only apply during the incidental movement of such property within Situations occupied by the Insured and is not for shipping of DIK and/or other goods.

Separate Marine Transit cover is required for Inland and Export transits for Projecs and/or Donations in Kind consisting of goods such as:
1. Bicycles, Hospital Beds, Dentists Chairs, Furniture, Books, Charitable Merchandise, Clothing, and Blankets, Household Goods/Personal Property and Recycled Playgrounds.
2. Hardware and Building Materials (Excluding Tiles/Stone Benchtops/Solar Panels)
3. Instruments (Scientific/Laboratory/Medical) Used X-ray machines, Ultrasound machines, Hospital Beds, gloves, gowns, bandages and the like.
**If applicable to your Club, we require you to complete the below.**

Please read and complete the declaration below:

1. I declare that the particulars provided in response to the questions contained in this Renewal Declaration are true and correct, and I have discharged my duty of disclosure.
2. I have not suppressed, misrepresented or misstated any relevant fact.
3. I agree that the particulars provided shall be the basis of the contract of insurance and be deemed to be incorporated in the policies to be issued.
4. I confirm that I have read and understood the "Statutory & Other Important Notices" section of this declaration

If you have any queries or require assistance, please contact your District Insurance Officer (DIO):

Name Peter Marer
Phone 0412 913 836
Email insurance9620@gmail.com

A copy of this questionnaire will be send to your email and your DIO

Thank you for completing the Renewal Questionnaire.