The Rotary Club of Upper
Montgomery County
New Member Application
The Rotary Club of Upper Montgomery County
P.O.Box 2
Germantown, MD 20875
www.uppermontgomeryrotary.org
Instructions to the Sponsor
Questions should be referred to the membership committee (Heather, Bob or Deborah)
1. The person you propose for club membership should have attended at least two but no more than
four club meetings and had an opportunity to meet members of the club. Explain to the candidate that
membership is by invitation and that there is a review process.
2. The club will pay for the first two meals for prospective members. If your guest arrives before you do,
greeters and other Rotarians will greet your guest and make him or her comfortable until your arrival. A
member of the membership team will tell the visitor that they need to pay after their second visit.
3. Have your candidate complete the applicant portion of the membership application. Then complete
your sponsor portion of the application. Incomplete applications will be returned to you for
completion.
4. File the completed application with the Membership Committee who will keep you informed of its
progress.
5. After filing, the Secretary sends the application to the club’s Membership Committee for review and
for the applicant’s Rotary classification to be assigned.
6. After review, the Membership Committee sends its recommendation on the applicant to the club’s
board of directors which makes the final decision on all applications. The board meets monthly to
review applications, and may accept or over-rule the committee’s recommendation, either positive or
negative.
7. Upon the Board’s approval of the application, the applicant is proposed to the club membership.
Members have 7 days to voice any objection. The board reviews any objection and may either support
or dismiss the objection. The board again has the final decision on all applications.
8. After the 7-day comment period, a member of the Membership Committee meets with the
applicant, explains the purposes of Rotary and member obligations, invites the applicant to become a
Rotarian, and collects initiation fee and pro-rated annual dues.
9. Once the club Secretary has received notification of the incoming member’s payment of dues and the
initiation fee, the Secretary contacts the President and the sponsor to arrange for the incoming
member’s induction. The applicant is then inducted into the club at a regular club meeting.
Membership Responsibilities
The sponsor needs to convey the following financial requirements and recommendations to the
applicant.
Required Annual Expenses


Quarterly dues $260
One-time initiation fee $25
Recommended Annual Expenses


50/50 scholarship raffle ($2 for 3 tickets for 50 weeks)
Rotary Foundation EREY (Every Rotarian Every Year) contribution (all tax deductible) $100
or more.
Attendance
 Must attend 60% on meetings. You can make-up meetings at other clubs. Be sure to get a
make-up slip from the club you visit and return it to the club secretary (Bob).
Requirements from a Red Badge to a Blue Badge
 New members will be given a new name badge with a red “new member” sticker. Once a
new member has completed 6 of the 8 items on the Post-Induction Checklist, the new
members sticker may be removed and the person will officially have a blue badge.
The Rotary Club of Upper Montgomery County
Membership Application
Please complete all information requested. You may attach additional pages and/or résumé if you
like. Please print all information.
Date ____________________________
Personal Information
Full Name ________________________________________________________________________
Preferred form of address Mr.___ Ms.___ Mrs.___ Miss ___ Dr.___ Rev.___ Other __________
Name as you would like it on your Rotary Badge ______________________________________________
Date of birth _________________________________
Spouse’s or partner’s name or nickname (optional) ____________________________________________
Home address
__________________________________________________________________________________
Home telephone ___________________________________
Home email address ________________________________
Colleges or universities attended with degrees and honors awarded
__________________________________________________________________________________
__________________________________________________________________________________
Dates of military service and highest rank attained
___________________________________________________________________________________
Avocations or hobbies
___________________________________________________________________________________
Length of time lived or worked in the Montgomery County area
______________________________________________
Current Professional Affiliation
Employer__________________________________________________________________________
Or, check here if retired ______
Work address______________________________________________________________
Your title_____________________________________
Your work telephone ___________________________
Your work email address________________________
Your postal address preference Home___ Office___
Your email address preference Home___ Office___
Professional Background
For each employer over the last ten years (or further back if you like), please list the employer's
name, your dates of employment, position and notable professional accomplishments. Refer to
your attached résumé if you like.
______________________________________________________________________________________
______________________________________________________________________________________
Please list any corporate boards of directors on which you have served with dates
and offices held.
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Please list any business and professional associations in which you have served with dates and
offices held.
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Community Service
Please list local, state or national nonprofit organizations where you volunteer or have
volunteered with dates of involvement, offices held and significant personal accomplishments,
honors and awards. Refer to your attached résumé if you like. Rotary equally values community
organizations of a family nature which you may list below.
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Please list community organizations of a family nature where you have volunteered or are or
were a member, and your roles and accomplishments. These could include schools, fraternal
organizations, athletic associations, etc. Listing church work is optional. Refer to your
attached résumé if you like.
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Please list charitable giving activities in which you have been involved.
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Please list any elective public offices in which you serve or served and dates of service.
_______________________________________________________________________________
_______________________________________________________________________________
Rotary Service
Are you now or were you before a member of a Rotary Club, or do you have a close family
member who is or was a member of a Rotary Club? If so, please name the club(s) and give the
dates of your and / or your family member’s membership. Please indicate offices held and
committees on which you served, and if you are a Paul Harris Fellow.
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
Tell us what you believe your membership will add to the Rotary Club of Upper Montgomery
and any other information which you feel would be helpful in considering your membership
application.
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Classification
Every member is classified by profession or industry. For clubs such as The Rotary Club of Upper
Montgomery County, no more than ten percent of the club’s members may be in the same
classification. Below are the current classifications used by our club. Please circle the
classification which you feel is closest to your occupation.
Accounting
Athletics
Automotive Services
Advertising
Auction Sales
Aviation
Agriculture
A/V Services
Banking
Building Industry
Chamber of
Commerce
Education
Financial Planning
Historical Society
Building Materials
Cleaning Services
Human Services
Law
Medical Practice
Office Equipment
Real Estate
Information
Technology
Manufacturing
Moving and Storage
Pharmacy
Religion
Building Trades
Community
Foundation
Employment Agency
Government
Hospital
Administration
Insurance
Security
The Arts
Venture Capital
Signs
Tourism
Veterinary Medicine
Elder Care Services
Funeral Directing
Restaurant Dining
Marketing
National Defense
Psychology
Retail
Strategic Planning
Transportation
Youth Development
Architecture
Auditing Services
Biotechnology
Research
Business Services
Dentistry
Engineering
Hardware
Hospitality
Investment and
Finance
Material Handling
Newspaper
Public Relations
Salon and Spa
Services
Telecommunications
Travel Service
Other
Other _____________________________________________________________________
I herby certify that the information on this application is true and correct and that I either live or
work in Montgomery County.
__________________________________________
Applicant’s Signature
To Be Completed By the Sponsor
Please explain why this candidate would be an asset to The Rotary Club of Upper Montgomery
County. If the sponsor is related to the applicant, this question needs to answered by an unrelated
cosponsor.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Sponsor’s Certification
By signing and submitting this application, I certify that this applicant is personally known to me
and that I believe he or she is a person who lives and works according the Rotary Four Way Test.
As the one sponsoring this person as a member of this club, I pledge to help this person become
actively involved in Rotary and our club’s activities for at least the first year of membership, to
meet the 50-percent minimum attendance requirement, to join and participate in at least one club
committee and to become a sustaining member of the Rotary International Foundation.
________________________________________________
Printed Name of Sponsor
________________________________________________
Sponsor’s Signature Telephone Number
Record of Actions on the Proposal
Action
Application received by Sponsor
Sponsor reviews application for completion by applicant by completes
sponsor information
Forward application to Membership Committee (Heather, Bob,Deborah)
Membership Committee will review and assign applicant’s classification
Applicant voted on by Board of Directors
Applicant proposed to active club membership (seven days to reply)
After seven days, a representative from the Membership Committee
contacts applicant for a “fire side chat” to explain the purpose of Rotary and
member obligations, invites the applicant to become a Rotarian, and collects
initiation fee and pro-rated annual dues
Membership Committee notifies President and Treasurer of payments
received.
Membership Committee orders new member packet
President, Sponsor and new Rotarian plan date for induction
_______________________________________________________________________________
Name of Applicant
__________________________________________________________________
Name of Sponsor
Date
MEMBERSHIP CHECK LIST
Name: ________________________________________________________
PRE-INDUCTION
 Club Secretary receives application from sponsor proposing new member. Secretary make
copies for Membership Committee
 Classification reviewed by Membership Committee
 Present prospective member info to Board of Directors for approval
 Post name and brief bio by email (date: ______ ) for 7-day waiting period
 Fireside chat (date: _____ ) with President, Membership Chair and Sponsor
 Initial dues paid for full quarter + initiation fee of $25 (next qtr. is pro-rated)
 Take photo for Member Directory sheet
 Distribute new member information sheet to Club Secretary
 Order badge with red New Member sticker (District New Member packet ordered)
 Enter new member information to Rotary International website and get their new ID
number
 Enter new member information to Rotary District 7620 database (DacDb) and enter their
RI number to their membership profile on DacDb.
 Enter new member information and RI ID number to The Rotary Club of Upper
Montgomery County website
INDUCTION
 Rotary pin and certificates for induction ceremony
 Present complete up to date Member Directory to new member and active members
POST-INDUCTION – The Three-Month Check List
Complete 6 of the 8 items below within the first 3 months to earn your blue badge.
 Be the Greeter at the front door for at least 2 consecutive meetings after induction along
side regularly scheduled Greeter who can assist with introductions
 Select a Lane of Service committee to serve on
 Attend another local Rotary Club (make-up) meeting with sponsor or mentor
 Attend one of the monthly Board of Directors meetings
 Schedule classification talk
 Attend the next scheduled service project
 Share a Rotary Moment: Search the Club Website, District website or the Rotary
International website and share something new that you learned to the group.
 Bring a guest