Chapter Officer Duty Calendar

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Table 2-I -- CHAPTER OFFICERS CALENDAR
DATE
Just before/at
Fall term starts
OFFICER(S)
RESPONSIBLE
Scribe
Regent
Web Chair
All officers and
chairs
DUTY
Send completed Membership Status Change Report, Co-op/Study Abroad Form reflecting changes over the
summer to the Central Office.
Complete and Submit Risk Management compliance form to your Regional Director
Update chapter website as necessary to reflect calendar of events for the term and year ahead
Begin completion of Annual Report to reflect chapter roster and schedule of events and activities in all
areas, etc so that contemporaneous record of participation can be maintained in the prescribed Annual
Report
Date of Officer
Election
All Officers
Scribe
Treasurer
Review Chapter Officers Manual and Risk Management policies
email Report of Officer Elections to Central Office
Ensure that chapter finances are audited at least once per year.
Date of
Pledging
Pledge Instructor
Treasurer
Cor. Sec.
Adviser
Regent
Candidates complete Online Pledge Form.
Remit pledge fee to Central Office within two weeks of pledging.
Update completed roster for current members and pledges
Review Pledging Report Form from Central Office
In Pledging Ceremony, present pledge pin (loaned) and Membership Manual
Before
Date of
Initiation
Adviser
Scribe
See that Pledge Tests (Parts A & B) are taken and graded
Complete Initiation Report including Depledging Report. Complete in all blanks (except signatures) on
Roll Page for each initiate.
Collect initiation fee and badge cost from each initiate.
Rehearse Initiation Ceremony in Ritual in detail with all participating officers
Treasurer
Regent
Date of
Initiation
Regent
Cor. Sec.
Have roll book signed by initiates during Ritual; by Regent, Scribe, & Adviser immediately following
Ceremony.
Review Initiation Report and Remit initiation fees & badge costs to Central Office within 2 weeks of
initiation date.
Update membership roster to reflect recent initiations.
Chapters
Anniversary
All Officers
Plan observance by chapter, with alumni participation assured by issuing invitations early.
Sept. 15
Scribe
Cor.Sec.
Send Membership Status Change Report, Co-op/Study Abroad Report to the Central Office
Submit articles for fall Gear to the Editor-in-Chief.
Before
October 15
October 15
All Officers
Regent/Scribe/
Chairs
Treasurer
Plan Founders' Day observance near October 15, with alumni participation assured by issuing invitations
early.
Send first quarter’s update of Annual Report to your Regional Director reflecting all events, activities, and
participation to date.
Remit Liability Insurance invoice to the Central Office.
Before
November 1
Treasurer
Remit Semiannual Dues to the Central Office.
Cor. Sec.
Prepare & distribute chapter newsletter; update alumni contact and address information resulting from
distribution.
January 1
Regent/Scribe/
Chairs
Send updated version of Annual Report to your Regional Director reflecting all events, activities, and
participation to date.
January 15
Scribe
Send completed Membership Status Change Report, Co-op/Study Abroad Report to the Central Office.
Before March
15
Regent
Send Alumni Hall of Fame Nomination forms to Alumni Hall of Fame Director.
Scribe
Treasurer
Cor. Sec.
Regent/Scribe/
Chairs
For schools on Quarter system, send completed Membership Status Change Report to the Central Office.
Remit Semiannual Dues to the Central Office.
Submit articles for spring Gear to the Editor-in-Chief.
Send updated version of Annual Report to your Regional Director reflecting all events, activities, and
participation to date.
Before
May 1
Officers/Chairs
Regent/Scribe/
Chairs
Submit final Annual Report to Central Office reflecting all events, activities, and participation to date
Submit Outstanding Student Member Nominations and other Awards Pack to facilitate recognition of your
chapter for the annual awards programs. In Convention years, submit Credential Forms in accord with
instructions provided.
During Spring
Term
Cor. Sec.
Prepare & distribute chapter newsletter; update alumni contact and address information resulting from
distribution.
May 15
June 15
Scribe
Send completed Membership Status Change Report, Co-op/Study Abroad Form to the Central Office (due
in May for semester schools; due in June for quarter schools).
Treasurer
March 15
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