Monthly Reports
Click on the month below to be taken to that month's reports. New Member Forms (when needed) | Form Name & Link to Form | Date Due | Special Notes | | Ritual Chairman Post-Initiation Report (RC2) | 48 hours after initiation | Completed by: Ritial Chairman This form is located behind the members only section of the national website under Reports then "ritual forms" | | Request to Repledge (P107) | Submit before Arc Degree for new member | Completed by: Vice President | | Reporting of New Members (replaces paper form of P109) | 48 hours after Bid | Completed by: Treasurer Chapter Treasurers must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the Report of New Members & P109. If you have problems, please contact National Headquarters or the National webmaster | Policy and Procedure Acknowledgement Form (RM1) | After 1st Arc Group Meeting | Completed by: New Members but VP responsible for submission This should be signed by all new members AFTER they have been educated on the policies and procedures outlined in their Essential Sigma - Arc Sequence Workbook | | Depledge Report (P106) | 48 hours after depledge | Completed by: Vice President | | Request for Approval to Initiate (P115) | 10 days before Initiation | Completed by: Vice President (reports test scores and seeks approval from National Headquarters to host initiation. Initiation cannot be held until approval is receive. | | Badge Order Form (T8) | 48 hours after Initiation | Completed by: Treasurer and Vice President Payment must be included to be processed. Be sure to include the $150 initiation fee and shipping for the badges. | | New Member Program Evaluation Form (P116) | within 48 hours | Completed by: New members but Vice President ensures completion All new members should complete following initiation. The Vice President should be sure this is completed. |
August September | Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | | | Ritual Inventory (RC3) | Sept. 15th | Completed by: Ritial Chairman This form is located behind the members only section of the national website under Reports then "ritual forms" Efficiency Points = 10 pts. | Monthly Officers Report (C200) | Sept. 15th | Completed by: All officers collaborate to complete Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): - New Member Program Outline P101 (instructions)
- Recruitment Plans
- Chapter Bylaws
- Chapter Budget
- Panhellenic Recruitment Rules
- Chapter Calendar (Planning Checklist)
Efficiency Points = 40 pts. (must receive all attachments to receive full points) | | Triangle Winter Report | Sept. 15th | Completed by: Triangle Chairman Efficiency Points = 10 pts. | | College Chapter Officers and School Dates (C202) | Sept. 15th | Completed by: Chapter Secretary Chapter Secretaries must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the C202. If you have problems or questions, please contact National Headquarters or the National webmaster.
Efficiency Points = 20 pts.
| | Update Chapter Roster | Sept. 15th | Completed by: Chapter Secretary Chapter Secretaries must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the Roster Correction Form. If you have problems, please contact National Headquarters or the National webmaster Instructions (note: if no corrections, email sigma@trisigma.org)
Efficiency Points = 20 pts.
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October
| Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | | | Monthly Officers Report (C200) | Oct. 1st | Completed by: All officers collaborate to complete Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): - August & September Meeting Minutes
Efficiency Points = 30 pts. (must receive attachment to receive full points) | AAB Monthly Report | Oct. 1st | Completed by: A member of the AAB Efficiency Points = 10 pts. | | Policies and Procedures Acknowledgment (RM1) | Oct. 1st | Completed by: Chapter President and Risk Management Chairman Efficiency Points = 20 pts. *Failure to submit on time may result in Chapter Suspension | | Fidelity Bond Coverage (RM2) | Oct. 1st | Completed by: Chapter President and Risk Management Chairman Efficiency Points = 20 pts. *Failure to submit on time may result in Chapter Suspension | | Collegiate Chapter Fund | Oct. 1st | Completed by: Treasurer ills are sent via mail to Collegiate Chapters September 1. Payments for these bills with any roster corrections are due in hard copy to National Headquarters.
Past due payments are subject to late penalty charges.
*Failure to submit may result in late penalties | | Liability Insurance Fees | Oct. 1st | | Convention/Conference Fees | Oct. 1st | | Annual National Collegiate Dues | Oct. 1st | | Legacy Fund | Oct. 1st | Honor Council Monthly Report | Oct. 1st | Completed by: Honor Council Chairman Efficiency Points = 20 pts. |
November
| Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | | | Individual Award Nominations | Nov. 1st | Completed by: Awards Chairman Individual applications can be accessed from the awards website. | Honor Council Monthly Report | Nov. 1st | Completed by: Honor Council Chairman Efficiency Points = 15 pts. | Chapter Officer Monthly Report (C200) | Nov. 1st | Completed by: All officers collaborate to complete Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): Efficiency Points = 50 pts. (must receive attachment to receive full points) | Letter of Introduction | Nov. 15th | Completed by: Newly elected Chapter President Efficiency Points = 35 pts. | | Officer/Chairman Conference Call Training Registration Form | | This is not a report but rather an opportunity for training! There are a series of conference calls being held for all officer and chairman positions. The call will serve as training on your position. Again, this is optional! Click Here to Register |
December
| Form Name & Link to Form | Date Due | Special Notes | | Officer/Chairman Conference Call Training Registration Form | | This is not a report but rather an opportunity for training! There are a series of conference calls being held for all officer and chairman positions. The call will serve as training on your position. Again, this is optional! Click Here to Register | Chapter Accreditation Verification Report (C203) View: Recruitment Min. Improvement Chart | Dec. 1st | Completed by: All officers collaborate to complete Required attachments: Efficiency Points = 25 pts. (must receive attachment to receive full points) | AAB Verification for Accreditation & Award Report CC Verification for Accreditation & Award Report | Dec. 10 | The links to the left will direct you to the Accreditation and Award website. Each step is also a link which will direct you to the proper report. Additional instructions are contained in the report. These forms are to verify that the information submitted by the chapter is accurate and endorse any award applications. Your Collegiate Coordinator and Regional Director will receive electronic copies of all submissions by 5pm on December 2. | | College Chapter Officers and School Dates (C202) | Dec. 1st | Completed by: Secretary Chapter Secretaries must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the C202. If you have problems, please contact National Headquarters or the National webmaster. This report should reflect newly elected officers and new chairmen for the spring 2008. If you have no changes, please email fixmypoints@trisigma.org to receive points and indicate that the information is already correct.
Efficiency Points = 25 pts.
| | Triangle Spring Report | Dec. 1st | Completed by: Triangle Chairman Efficiency Points = 25 pts. | | Update Chapter Roster | Dec. 1st | Completed by: Secretary Chapter Secretaries must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the Roster Correction Form. If you have problems, please contact National Headquarters or the National webmaster Instructions (note: if no corrections, email fixmypoints@trisigma.org)
Efficiency Points = 25 pts.
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January
| Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | Sample - Honor Council Report Sample - AAB Report Sample - Semester Risk Management Report | | Social Event Tutorial | Feb. 1st | Completed by: All officers, Risk Management Chairman, and Social Chairman are required to complete this as a component of Chapter Accreditation Click Here to read the detailed instructions. Start early! Consider completing over the holiday break! Efficiency Points = 0 pts. (required for Accreditation) | | Ritual Inventory (RC3) | Jan. 15 | Completed by: Ritial Chairman This form is located behind the members only section of the national website under Reports then "ritual forms" Efficiency Points = 25 pts. | Honor Council Report | Jan. 15th | Completed by: Honor Council Chairman Efficiency Points = 25 pts. | AAB Report | Jan. 15th | Completed by: A member of the AAB Efficiency Points = 25 pts. | Semester Risk Management Report (RM4 & RM7) | Jan. 15th | Completed by: Risk Management Chairman, based on fall information Efficiency Points = 25 pts. |
February
| Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | Sample - Semester Planning Report Sample - Monthly Officers Report Sample - Honor Council Report | Social Event Tutorial | Feb. 1st | Completed by: All officers, Risk Management Chairman, and Social Chairman are required to complete this as a component of Chapter Accreditation Click Here to read the detailed instructions. Start early! Consider completing over the holiday break! Efficiency Points = 0 pts. (required for Accreditation) | Monthly Officer Report | Feb. 1st | Completed by: All officers and AAB collaborate to complete It may be helpful in your planning to view the recruitment Min. Improvement Standards for Dec 08 and Dec09. Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): - Goals for 2008
- Updated/Revised Budget for spring
- New Member Program (instructions)
- Recruitment Plans for spring (instructions)
- December and January Meeting Minutes
- Spring Calendar (instructions)
Efficiency Points = 50 pts. (must receive attachment to receive full points) | | Monthly Officers Report | Feb. 1st | Completed by: All officers collaborate to complete *No attachments necessary but this report does ask for chapter GPA information. If your university has not provided yet, please do ask for member's information so you can calculate GPA information. Efficiency Points = 30 pts. | Honor Council Monthly Report | Feb. 1st | Completed by: Honor Council Chairman Efficiency Points = 20 pts. |
March
| Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | Sample - March Officers Report Sample - March Honor Council Report | Monthly Officers Report (C200) | Mar. 1st | Completed by: All officers collaborate to complete Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): - February Meeting Minutes (please be sure files are compatible for versions earlier than MS Word 2007)
Efficiency Points = 50 pts. (must receive attachment to receive full points) | Honor Council Monthly Report | Mar. 1st | Completed by: Honor Council Chairman Efficiency Points = 50 pts. | | Essential Sigma: Arc Sequence Survey | Mar. 15 | Completed by: All collegiate members, new members, advisors (AAB, faculty, and Greek Advisors), National officers, and staff are welcome to take this survey! Please help us by passing on the link and information to a majority of your chapter! The more information we receive, the better the program can be! |
April
| Form Name & Link to Form | Date Due | Special Notes | | INFORMATION UPDATE | | The first contemplation has been posted and distributed for the Triangle Sequence of Essential Sigma. It was sent from the sigma@trisigma.org account to all AAB and the Education Director. If you did not receive, it is also posted on the Essential Sigma section of the website under the Triangle Sequence heading. | | SAMPLE REPORTS | | Sample - AAB Report Sample - April Officers Report Sample - Triangle Report Sample - Report of Uninitited Members Sample - Honor Council Report | AAB Report | Apr. 1st | Completed by: A member of the AAB Efficiency Points = 10 pts. | Monthly Officers Report (C200) | Apr. 1st | Completed by: All officers collaborate to complete Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): - March Meeting Minutes
- Formal Recruitment Plans (instructions)
Please be sure files are compatible for versionS earlier than MS Word 2007. Efficiency Points = 20 pts. (must receive attachments to receive full points) | | Triangle Submission | Apr. 1st | Completed by: Triangle Chairman Efficiency Points = 20 pts. | Honor Council Report | Apr. 1st | Completed by: Honor Council Chairman Efficiency Points = 20 pts. | | Chapter Budget (T35) | Apr. 1st | Completed by: Chapter Treasurer Efficiency Points = 20 pts. | | Report of Uninitiated New Members | Apr. 1st | Completed by: Chapter Vice President Efficiency Points = 10 pts. | | 5th Year Senior/Alumnae Request | April 1 - Aug. 15 | Completed by: President Efficiency Points = 0 pts. | | Inactive Status Request | April 1 - Aug. 15 | Completed by: President Efficiency Points = 0 pts. |
May | Form Name & Link to Form | Date Due | Special Notes | | SAMPLE REPORTS | | Sample - End of Year Report Sample - Risk Management Report Sample - Honor Council Report | | Essential Sigma - Triangle Sequence Training | | Did your Education Director participate in an Essential Sigma Triangle Sequence Training call? Click here to find out! If not, see the Essential Sigma section of the website for instructions. If they did but they aren't marked, please have them email their call facilitator. | End of Year Report | May 1st | Completed by: All officers collaborate to complete Required attachments (The report's confirmaton page contains a current distribution list for all required attachments.): Please be sure files are compatible for versionS earlier than MS Word 2007. Efficiency Points = 25pts | Semester Risk Management Report (RM7) | May 1st | Completed by: Risk Management Chairman Efficiency Points = 15 pts. | College Chapter Officers (C202)
(paper form C202s are NOT accepted) | May 1st | Completed by: Secretary Chapter Secretaries must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the C202. If you have problems, please contact National Headquarters or the National webmaster
Efficiency Points = 20 pts. | Honor Council Monthly Report | May 1st | Completed by: Honor Council Chairman Efficiency Points = 20 pts. | Update Chapter Roster (include May graduates) **Fall billing will be based on the roster as of May 1 | May 1st | Completed by: Secretary Chapter Secretaries must sign into the Member’s Only section of the website, go to the reports section, resources, and complete the Roster Correction Form. If you have problems, please contact National Headquarters or the National webmaster Instructions (note: if no corrections, email sigma@trisigma.org)
Efficiency Points = 20 pts.
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June
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