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Auburn University – Auburn, AL AL A April 10-11, 2015
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Auburn University ◦ AL A President ◦ AL A Chief Adviser Tau Beta Pi Officials ◦ District Directors ◦ Engineering Futures Facilitators ◦ Advisors 2
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Introduction to Tau Beta Pi (Ellen)7-7:15 DICE: District Directors – University Center (Andrea)7:15-8:15 Project Introduction (Andrea)8:15-8:30 Scavenger Hunt (Auburn)8:30-? 3
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All events held in Shelby Center7-3 Breakfast (All)7-8:30 Ice Breaker (Andrea)8:30-9 Business Breakout sessions:9-11:30 ◦ Chapter Officer Sessions Shelby Center Effective Presentation Skills (Graduating Seniors) (Ellen) Highlights of Reporting (Eligibility / Election / Catalog Cards / Final Action) (Rebecca) Finances (Rebecca) On-line Systems (Rebecca) Reverse Calendar (Andrea) ◦ Advisors / Alumni – Alan Passman, EC Member, Shelby Center Group Photo 11:30-12 4
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All events held in Shelby Center9-3 Introduction of Alumni 11:45 - 12 Lunch with Alumni (All)12-1 Executive Council (Alan Passman)1-1:30 Meeting: Shelby Center1:30-3 ◦ Chapter Project Presentations (Andrea) ◦ Discussion of location of next District Conference (Ellen) Wrap-Up and Expense Reports, Shelby Center Auditorium (Ellen)3-3:30 Dinner To Be Determined6ish 5
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Collegiate Chapters Executive Council District DirectorsHeadquarters
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Collegiate Chapters Alumnus Chapters Executive Council District Directors Director of Engineering Futures Director of Fellowships Director of Rituals Headquarters Convention
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16 Districts
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Andrea Gass(270) 816-2576 Dee Anne Stirm (Outgoing)(228) 341-1329 Ellen Styles(256) 658-9878
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District Interactive Chapter Exchange
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Chapter conducts initiations to draw a MEMBERSHIP base from which to draw leaders. Under dedicated LEADERSHIP, members perform activities that align with TBP goals. Successful ACTIVITY becomes tradition and establishing positive public relations. Positive IMAGE attracts more potential members. 13
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Break into groups to discuss the 4 parts of the Growth Cycle If you have multiple members from your chapter, split up to different groups Discuss some of the issues on the next slide with your group Make a poster and present in one of these ways: ◦ Accent ◦ Skit ◦ Dance ◦ Rap 14 Bonus points for doing multiple activities!
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15 Typical Membership Issues How to determine eligibility? How to determine exemplary character? Initiation rates are low Member participation is low Trouble communicating the benefits of membership effectively Typical Leadership Issues Members unwilling to serve as officers Officer enthusiasm and motivation Trouble with officer transitionsPoor communications Lack of support from chapter advisors Lack of support from department, college or university Lack of support from or communication with national headquarters and national officials Typical Activities Issues How to develop good projects? How to fund projects and activities? How to increase member participation? How to publicize activities? Typical Image Issues What is Tau Beta Pi? Chapter/society name recognition Chapter visibility on campus Chapter visibility in the community Public knowledge and understanding of TBP
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Awards ◦ Cash Award for Chapter Rules ◦ A chapter can present ONE project of their choosing (project must be completed) ◦ Your chapter chooses the project to present. This is open-ended and based on the judging criteria. ◦ You have 2 minutes to present on Saturday afternoon after lunch. ◦ District Directors will be the judges with a TBP official acting as a tie breaker. ◦ The awards will be credited to the Chapter Accounts by Headquarters. Criteria ◦ Focus on the values of Tau Beta Pi ◦ Member Involvement – 25% ◦ Advancing Image of TBP – 25% ◦ Fostering Liberal Culture – 25% ◦ Providing leadership development opportunities – 15% ◦ Other considerations : Chapter Project Report, Was this part of your ICE plan – 10% 16
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President Vice-President Recording Secretary Corresponding Secretary Treasurer *Blue words denote Constitution/ Bylaw descriptions 19
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Vision for growth Meetings – schedule and run Convention/Conference – attend and organize travel Inductions/Initiations – participate HQ – national contact Hold other officers accountable 20
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Inductions/Initiations – send letters to inductees, participate in rituals Banquet – event planner Chair of Program Committee Advancement of technical and professional education of active members ◦ Enrichment events ◦ E-Week events ◦ STEM events 21
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Keep roll and record books Keep minutes of meetings 22 Keep names/addresses updated Send in Reports ◦ Eligibility ◦ Election (ensure catalog cards are completed) ◦ Final Action Update Chapter Bylaws when amended Send in IRS 900 forms
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Complete paperwork for bank accounts ◦ Transferring account to a different name upon officer election Collect fees and provide reimbursements Develop a budget ◦ Fundraising ideas Send initiation fees to HQ Bookkeeping – Keep TBP out of the red! 23
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Convention Representative Initiation Chair Student Council Representative Webmaster Projects/Outreach/Community Service Chair 24
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Reporting Schedule: Simulated School Year 25
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Make running your chapter fun and easy Familiarize incoming officers with the following: ◦ Communication with HQ throughout the year ◦ Required forms used to communicate with HQ ◦ Purpose and use of each form Simulate all TBP yearly activities to train new officers 26
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Time divided into months ◦ Each month has forms and activities associated ◦ Forms submitted in time allotted (postmarked by due date) ◦ Activities discussed as a group Incoming and outgoing officers share information and experience All chapters aim for Secretary’s Commendation Awards 27
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July to August
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Purpose: To establish Convention travel and attendance plans ◦ Due: September 8 ◦ Online report (p. 22-23) Additional Information: ◦ Constitution requires 1 voting delegate ◦ Additional students = non-voting delegates ◦ Each person attending Convention has own travel plan ◦ Does not count towards a Secretary’s Commendation 29
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September to October
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Purpose: reference for chapter contacts ◦ Due: October 15 ◦ Online report (p. 27-28) Additional Information: ◦ VERY important!! ◦ All contact information taken from this report!! ◦ Counts toward a Secretary’s Commendation If anything changes, inform HQ immediately!! 31
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Purpose: Preserve copy of signatures and is a legal requirement for membership reports ◦ Due: October 15 ◦ Paper report (p. 29-30; form is available online to print) Additional Information: ◦ MUST submit hard copy ◦ Signed by Chapter President, Corresponding Secretary, and Chief Advisor 32
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October 29 -31, 2015 Providence, Rhode Island
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Summary of Convention business Outgoing officers share experiences Bringing non-voting delegates ◦ How to pay for them? ◦ Two all expenses paid for District 6 Bringing advisors ◦ One all expenses paid for District 6 34
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Purpose: Confirm voting delegate ◦ Bottom due: 2 weeks after officer election (by June 1; p. 44-45) ◦ Top due: bring to Convention registration (p. 24) ◦ Paper report (form is mailed or available online to print) Additional Information: ◦ Counts toward a Secretary’s Commendation 35
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Purpose: Get your money back! ◦ Due: 2 weeks after Convention, October 18 ◦ Paper report (form is emailed or available online to print) Additional Information: ◦ Required, even if $0 ◦ Signed by Delegate AND Chief Advisor ◦ Counts toward a Secretary’s Commendation ◦ Voting delegate (100% coverage) and non-voting delegate (20% coverage) have separate expense reports 36
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Purpose: Ratification of amendments ◦ Due: POSTMARKED by April 1 ◦ Paper report (p. 33; form is mailed or available online to print) ◦ Six amendments for 2012 ballot (p.33-A to 33-C) Additional Information ◦ Sent snail-mail after convention ◦ Your chapter must meet the quorum to have a valid ballot (3/4 of the active members) ◦ Counts towards Secretary’s Commendation ◦ No extensions are given 37
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Quorum Requirements: ◦ For a valid ballot, 3/4 of active members must vote ◦ Of that, 3/4 must be affirmative for chapter to vote in favor Comprised of ACTIVE members ◦ ACTIVE is term determined by each chapter ◦ Members may be declared INACTIVE To declare any member inactive: ◦ Approval of 5/7 of your advisory board This is NOT a chapter or officer decision alone!! Advisory Board: President, Vice President, Corresponding Secretary, 4 Advisors ◦ Inactive members can become active again by approval of the advisory board ◦ Often used for members on co-op assignments ◦ Inactive member is still a member, but is ineligible for any benefits (scholarships, graduation insignia, etc.) 38
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~September to ~December
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Eligibility Election Initiation Final Action Eligibility Election Initiation Final Action Initiation Approval From Headquarters 40
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Purpose: to report all students eligible for membership ◦ Due: within first 5 weeks of semester start ◦ Online report (p. 5-9) Additional Information: ◦ Top 1/8 of juniors, top 1/5 of seniors Round GPA up (if there is a tie for GPA, include everyone!) ◦ Transfer students Must be in 3rd semester at your school (or second election with 5/7 vote of advisory board) ◦ Watch for “true” junior / senior ranking ◦ Students with approved postponements May be initiated (or postponed) at the next initiation without being scholastically eligible again ◦ Start the process as EARLY as possible! Order materials (invitations, bent castings) Eligibility Election Initiation Final Action 41
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Full Name (first, middle initial, last, title) Month & year of expected graduation Curriculum Have they been previously elected? Are they a present member? Refer to p. 9 Additional Information: ◦ Do NOT modify the fields of the spreadsheet Eligibility Election Initiation Final Action 42
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Contact HQ Paper Report (p. 10-11) Additional Information: ◦ Completed 50% of degree requirements AND ◦ Top 1/5 of graduate class If rank cannot be determined, you may have a faculty member testify to the outstanding quality of the student’s graduate work Eligibility Election Initiation Final Action 43
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Engineers in the workforce who merit distinction for their achievements Contact HQ Paper report (p. 10-11; can be emailed) Additional Information: ◦ Earned either: Engineering degree and 10 years experience ◦ OR Non-engineering degree and 15 years experience as a practicing engineer (includes teaching or administration of engineering colleges) ◦ Should be an example in character and professionalism to undergraduates, an asset to TBP ◦ Consider Deans, supportive faculty and industry participants ◦ Use as a pool of potential chapter advisors Eligibility Election Initiation Final Action 44
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Purpose: Report results of election ◦ Due: At least two weeks before Initiation At least four weeks before to have keys and certificates ◦ Online report (p. 12-18) Part of the membership criteria is to have exemplary character ◦ Ways to determine character? Reasons why candidate is not elected (p.15) Eligibility Election Initiation Final Action 45
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Purpose: Capture contact information of approved Electees ◦ Due: with Report of Election before Initiation Approval ◦ Online report (p. 17) Link is now emailed directly to approved Electees for filling out contact information and submission 46
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Receive email or verbal approval from Headquarters ◦ Call 1-800-TAU-BETA if unsure ◦ Receipt of eligibility or election report is NOT approval! ◦ READ ENTIRE APPROVAL LETTER!! May be only tentative approval If not fixed = UNAPPROVED!! ◦ Refer to p. 19 Do NOT hold an initiation without approval NO UNAPPROVED INITIATIONS!! Eligibility Election Initiation Final Action 47
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Must receive HQ approval before conducting initiation Planning in advance Dealing with unexpected issues Chapters share elements of a successful initiation Refer to p. 19-A for 10 most common problems and solutions Eligibility Election Initiation Final Action 48
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Purpose: initiation results ◦ Due: immediately after Initiation (Within 2 weeks) ◦ Online report (p. 20-21) ◦ Fax or email copy of roll book signatures, and please print names next to signatuers! Additional Information: ◦ Initiates are not official members until the complete report and signature sheet are received by National Headquarters ◦ Send fees ($39 / initiate) within two weeks Effective August 1, 2014 $45/initiate Eligibility Election Initiation Final Action 49
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Hold a second initiation at your chapter or contact another chapter to initiate with them ◦ Notify HQ Postpone them until next semester ◦ Advisory Board must approve ◦ Notice of approved postponements is emailed by Chief Advisor or via formal letter to HQ ◦ Refer to p.21-A Ask other chapters! ◦ Electees may be initiated at another chapter ◦ Initiate is still a member of their own alma mater ◦ Notify HQ or DD 50
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~January to ~April
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Purpose: Notify HQ of new officers & advisors ◦ Due: Within two weeks of election ◦ Online report (p. 31-32) ◦ Remember submission of Bottom Portion of Convention Credentials too Additional Information: ◦ How to get members interested in being officers? ◦ Additional officers and committee chairs ◦ Chapters share officer election process ◦ Voting process ◦ Verify when your advisors’ terms end and update info as necessary 53
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Purpose: Verify who are the chapter’s advisors ◦ Due: included with officer elections ◦ Online report (p. 31-32) Additional Information: ◦ Four advisors per chapter with staggered terms ◦ Valid advisors count towards Secretary ’ s Commendation Encouraging advisor activity Replacing inactive advisors Who can be an advisor? 54
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Allow new Executive Board to shadow current officers Report of Eligibility (skip) Report of Election (skip) E-Cards (skip) Report of Final Action (skip) Copy of Roll Book Signatures (skip) 55
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Senior Year Scholarships ◦ $2K, Deadline: April 1 Graduate Fellowships ◦ $10K, Deadline: February 1 Laureate Award ◦ $2.5K, Deadline: April 1 Outstanding Advisor Award ◦ Plaque, $1K and $1K to Dean’s discretionary fund ◦ Deadline: April 1 McDonald Mentor Award ◦ Medal, $1K and $1K to nominating chapter ◦ Deadline: April 1 Distinguished Alumnus Award ◦ Plaque and $2K named scholarship ◦ Deadline: February 1 Educational Loan Fund ◦ Up to $2.5K loan Student Assistance Fund ◦ Grants for financially in-need student members 56
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Engineering Futures ◦ Free professional development at your chapter K-12 Mindset ◦ Grants to engage K-12 students for STEM Greater Interest in Government ◦ Grants to engage government themed projects Secretary’s Commendation ◦ Recognition for prompt and accurate reporting Chapter Project Awards ◦ R.C. Matthews Outstanding Chapter ◦ R.H. Nagel Most Improved Chapter ◦ J.D. Froula Most Improved Membership District Award ◦ $250 to District Conference host chapter ◦ D6 Chapter Project Award (judged on TBP values) $500 to First Place $250 to Second Place 57
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~April - ~May
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Purpose: inform HQ of the Chapter’s financial status ◦ Due: June 1 ◦ Online report (p. 35-36) 59 Purpose: Retain IRS tax status or all chapter income would have to be reported and taxed ◦ Due: 15 th day of the fifth month following the close of the Chapter’s previous Fiscal Year (see your chapter’s bylaws) ◦ Online report (p. 37) Additional Information: ◦ Financial Report and 990-N count towards your Secretary’s Commendation ◦ Must forward 990-N confirmation email from the IRS to roger@tbp.org at HQ roger@tbp.org
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Purpose: inform HQ of chapter health ◦ Due: June 1 ◦ Online report (p. 38-41) Additional Information: ◦ Required for a Secretary’s Commendation 60
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Purpose: inform HQ of chapter activities and provide information for next year’s officers ◦ Due: June 1 ◦ Mail or email report compilation (p. 42-43; pdf preferred!) Additional Information: ◦ Project reports are used to determine Project Awards at Convention ◦ Not submitting project reports counted on the Chapter Survey disqualifies you from receiving the Secretary’s Commendation ◦ Award recipients’ Project Reports are available at www.tbp.org (Chapters >> Chapter website>>Resources) www.tbp.org 61
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Why do we do projects/activities? What projects do you have success with? How do you encourage participation in chapter projects? Types of projects to consider ◦ Community Service ◦ College or Institution Support ◦ K-12 ◦ Social / Fundraising 62
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Have fun leading your chapter! Have fun with activities! Submit reports on time! Aim for awards and recognition! Take your chapter to the Next Level! Utilize your District Directors to your advantage! 63
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Online Reporting 64
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1. Suggest hotel – double beds, distance from campus, accommodations 2. Menu – Friday dinner, Saturday lunch 3. Book rooms on campus 4. Get volunteers to work hotel check- in 5. Set up welcome packets – schedule, campus map, “things to do”, pens 6. Tours – campus, industry, fun 7. Communicate with DD’s 70
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Talk with your chapter Do you want to host? What weekends are bad? ◦ Spring break ◦ Midterms ◦ E-Day ◦ Easter ◦ Other??
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Give 2-3 minutes why your chapter should host. Chapter Considerations ◦ Willing and available leaders to help ◦ Location ◦ Accommodations
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