KAPPA PSI The Ins and Outs of the Chapter Progress Report Form Tracy Anderson-Haag Chapter Awards Chair

Objectives Recognize the purpose of the Chapter Progress Report Form to individual chapters and the Fraternity Define eligibility criteria for chapter award recognition Provide tools to ensure comprehensive and accurate completion and submission of Chapter Progress Report Form

Poll Question 1 I have participated in completing the Chapter Progress Report Form for my chapter in the past. 1) Yes 2) No

Why Are We Here? Chapter assessment within ideals of Kappa Psi Assist chapter in assessing current state Delineate strengths Identity weaker areas Help guide growth in areas important to your chapter Tool used to identify top performing chapters for recognition by the Fraternity

Poll Question 2 I have seen or have access to last year’s Chapter Progress Report Form submission from my chapter. 1) Yes 2) No

Chapter Progress Report Form Let’s find the form www.kappapsi.org Central Office—Forms—Chapter Forms—

Chapter Progress Report Form Letter Purpose Eligibility criteria Important deadlines April 15th: Early Bird Bonus May 15th: Final deadline Instructions

Eligibility

Eligibility Chapter chartered on or before June 1, 2016 Zero balance with Central Office on May 31, 2017 Filing of 990 Tax Form during reporting period Contact Central Office to confirm financial status Contact Grand Counselor for assistance with Tax Form 990

Poll Question 3 In our chapter this person is responsible for completing the Chapter Progress Report Form. Regent, other chapter officer or chapter EC GCD Other chapter committee Another brother(s) Who is the Wizard of Oz? (I have absolutely no idea)

Getting Started

Getting Started Make sure person listed is available from May 15th through July 1 to assist with verification issues!!

Getting Started

Chapter Roster This number needs to match your February 15th roster number (based on Central Office dues assessment). Please make sure you have the same number of brothers on your roster as the Central Office!

New Items Section III: Participation in Province & National Kappa Psi Meetings Section XI: Optional Bonus Section

Common Missing Information Section II: Organization and Administration Section VI: Scholarship and Awards Section X: Correspondence and Graduate Relations

Common Questions Section VI: Scholarship and Awards, Item 44 Verified by the Chapter Awards Committee; we have this information from the previous year Section VII: Participation in Pharmacy Associations All local, regional or national pharmacy organizations are acceptable for these items (Exception 53) Section VIII: Participation in Professional Activities

Community Service/Philanthropy If this says “FALSE” when you submit your form, you will have it returned to correct!

Submission Time Email the following documents to ander363@umn.edu Chapter Progress Report Form Chaptername_17 Make sure you have completed Sheet 2 Newsletters (if points claimed) Don’t forget to ensure you are eligible! Zero balance from Central Office File Tax Form 990

Dean’s Evaluation

GCD Evaluation

Submission Time MAIL the following documents to Tracy Anderson-Haag 13240 Mankato St NE Blaine, MN 55449 Dean/Administrative Chapter Evaluation GCD Chapter Evaluation MUST be postmarked on or before May 15th to be accepted These do NOT need to be received by April 15th to earn early bird bonus points

Poll Question 4 I learned something through this webinar that will help me complete and submit the Chapter Progress Report Form successfully. True False

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