Convention Reporting during the Summer

 Due: July 31  Purpose: Estimate on Convention attendance  Additional Information: ◦ Additional students = non-voting delegates ◦ Notify HQ of any address changes immediately ◦ Does not count towards a Secretary’s Commendation  If you have NOT received this letter by early July, contact HQ ASAP!

 Due: by deadline in informational letter received over the summer  Purpose: To establish Convention travel and attendance plans  Additional Information: ◦ Constitution requires 1 voting delegate ◦ Notify HQ of any changes immediately ◦ Does not count towards a Secretary’s Commendation ◦ Each person attending Convention has own travel plan

Reports to Complete after Returning to School

 Due online: ◦ Within 3 weeks of the start of the fall term  Purpose: Reference for chapter contacts  Additional Information: ◦ VERY important!! ◦ All contact information taken from this report!! ◦ Counts toward a Secretary’s Commendation  If anything changes, inform HQ immediately!!

 Online: No (but form is mailed to officers in September and can be downloaded at Due: October 15 ◦ Submit new form each time election occurs  Purpose: ◦ Preserve copy of signature ◦ Legal requirement for membership reports  Additional Information: ◦ MUST submit hard copy ◦ Signed by Chapter President, Corresponding Secretary, and Chief Advisor

October , 2011 Indianapolis, Indiana

 Print online  Due (counted as two separate reports): ◦ Bottom due 2 weeks after officer/delegate election ◦ MUST bring top portion to Convention  Purpose: Confirm voting delegate  Additional Information: Keep top half someplace safe!! Counts toward a Secretary’s Commendation

 Sent snail-mail: August, with convention materials  Due: 2 weeks after convention  Purpose: Get your money back!  Additional Information: ◦ Required, even if $0 ◦ Signed by Delegate AND Chief Advisor ◦ Counts toward a Secretary’s Commendation

 Sent snail-mail: October after convention  Due: POSTMARKED by April 1  Purpose: Ratification of amendments  Additional Information ◦ Your chapter must meet the quorum to have a valid ballot – three-fourths of the active members ◦ Extensions eliminate Secretary’s Commendation ◦ Available for download on web in PDF

 Comprised of ACTIVE members ◦ ACTIVE is term determined by each chapter ◦ Members may be declared INACTIVE  To declare any member inactive: ◦ Approval of five-sevenths of your advisory board  This is NOT a chapter or officer decision alone!! ◦ Inactive members can become active again by approval of the advisory board ◦ Often used for members on co-op assignments

 Inactive members are excluded only from those rights and privileges which the Constitution and Bylaws specify for active members. ◦ Convention delegate ◦ Officers ◦ Quorum ◦ Voting  Members declared inactive are still members, just aren’t counted toward quorum

The #1 most important thing you do!

 Due: Prior to wanting to initiate students from a specific curriculum  Purpose: Ensure only engineering students become members of TBP  Additional Information: ◦ Bylaws need to be updated any time eligible curriculum changes are made ◦ Curricula in question need to be appealed ◦ Chapters with bylaws containing out-of-date/ineligible curricula are not eligible for a Secretary’s Commendation ◦ Chapter bylaws may be requested from Headquarters

 Due: Within first 5 weeks of term  Purpose: To report all students eligible for membership  Additional Information: ◦ Start the process as EARLY as possible! ◦ Order materials (invitations, bent castings)

 Seniors = top 1/5  Junior = top 1/8  Do NOT include in the original list: ◦ Transfer students  Must be in 3 rd semester at your school ◦ Watch for “true” junior / senior ranking  AP credits  Check for engineering class enrollment  Check your chapter bylaws for rules

 Full Name (first, middle initial, last, title)  Month & year of expected graduation  Curriculum  Have they been previously elected? ◦ Letter from HQ  Are they a present member? ◦ List available online ◦ Double-check for large chapters

 Eligible if: ◦ Completed 50% of degree requirements AND ◦ Top 1/5 of class OR Faculty recommendation  Solicit nominations from faculty  Submit Report of Eligibility on paper  Submit Report of Election and Report of Final Action using the online system

 Eligible as an undergraduate  Need to submit paperwork HARDCOPY  Watch for changes on website this year! Only initial information will be required hardcopy.  Contact HQ BEFORE taking any action at all!! ◦ To avoid embarrassment to the chapter AND to the candidate ◦ Complete files of chapter reports since 1935 are maintained at headquarters and may contain data of importance

 Demonstrated evidence of creative and/or scholarly work  Excellence in the workplace  Leadership/active in professional/technical organizations and/or honor societies  Consultant  Community service/leadership

 Eligible if: ◦ Earned either:  An engineering degree from a recognized engineering college more than 10 years ago  A non-engineering degree more than 10 years ago, has since earned a graduate degree in engineering ◦ OR does not hold a college degree of any kind or holds a degree in a non-engineering field but has had at least 15 years experience as a practicing engineer ◦ AND has achieved distinction in the field of engineering  Contact HQ before the candidate is made aware of being considered  Submit same paperwork as for Alumni to HQ HARDCOPY

 Part of the membership criteria is to have exemplary character  Ways to Determine Character ◦ Service and/or other activity requirements ◦ Personal interviews ◦ Test of Tau Beta Pi information ◦ Resumes ◦ Recommendations of Tau Beta Pi members

 Online: Chapter Reports Due: At least two weeks before Initiation  Purpose: Report results of election  Additional Information: ◦ 2 hard copy catalog cards filled out by each elected person  1 for your chapter  1 for HQ ◦ 1 e-card for each elected person

 Receive or verbal approval from Headquarters ◦ Call TAU-BETA if unsure ◦ Receipt of eligibility or election report is NOT approval! ◦ READ ENTIRE APPROVAL LETTER!! May be only tentative approval ~ which, if not fixed = UNAPPROVED!!  Do NOT hold an initiation without approval NO UNAPPROVED INITIATIONS!!

 Due: Immediately after Initiation (Within 2 weeks)  Purpose: Initiation Results  Additional Information: ◦ Initiates are not official members until the complete report and signatures are received by National Headquarters ◦ Send fees ($39 / initiate) with report ◦ Send copy of roll book signatures with report

 Hold a second initiation at your chapter ◦ Notify HQ that you intend to do this  Contact another chapter to initiate with them ◦ Notify HQ that you intend to do this ◦ Coordinate with the other chapter ◦ Send a representative with your roll book to initiation  Postpone them until next semester ◦ Advisory Board must approve ◦ Notice of approved postponements is ed by Chief Advisor or mailed via formal letter to HQ

 Some chapters elect officers twice per year ◦ Submit a Report of Election of Officers ◦ Submit an updated Officers Signatures  Additional Information: ◦ Check information on these reports elsewhere in this presentation ◦ If you hold midterm elections, these reports will count towards a Secretary ’ s Commendation

Completing the Initiation Process the Second Time

 Submit the same items the second time around ◦ Report of Eligibility ◦ Report of Election  2 hardcopy of catalog cards for each elected person  1 e-card for each elected person ◦ Report of Final Action  Send fees ($39 / initiate)  Send copy of roll book signatures

Reports to Complete before Transitioning

 Due: Within two weeks of election  Purpose: Notify HQ of new officers & advisors  Additional Information: ◦ VERY important!! ◦ If the information changes, inform HQ ASAP!!

 Due: With officer elections  Purpose: Verify who are the chapter’s advisors  Additional Information: ◦ Four advisors per chapter with staggered terms ◦ Not verifying your advisor information will disqualify you from receiving a Secretary ’ s Commendation

 Due: June 1  Purpose: ◦ Inform HQ of the Chapter’s financial status  Additional Information: ◦ Chapters grossing over $25,000 a year must file an IRS form 990 ◦ Other chapters must file a IRS 990-N

 Due: 15 th Day of the fifth month following the close of the Chapter’s previous Fiscal Year  Purpose: ◦ Verify that your Chapter makes less than $25,000  Additional Information: ◦ Counts towards your Secretary’s Commendation ◦ Must forward the confirmation from the IRS to at HQ to count ◦ Look in your chapter’s bylaws to determine the end of your fiscal year

IRS Form 990-N Chapter Fiscal Year End Submit ByChapter Fiscal Year End Submit By MI A12/315/15OH B7/3112/15 MI G12/315/15OH G6/3011/15 MI D3/318/15OH D6/3011/15 MI E6/3011/15OH E12/315/15 MI Z7/3012/15OH Z6/3011/15 MI H12/315/15OH H6/3011/15 MI Q12/315/15OH Q4/309/15 MI I12/315/15OH I5/3110/15 MI K7/3012/15OH K5/3110/15 MI L12/315/15OH L12/315/15 OH A12/315/15OH M4/309/15 OH N7/3112/15

 Due: June 1  Purpose: ◦ Inform HQ of chapter health  Additional Information: ◦ Survey is entered online and required for a Secretary’s Commendation

 Due: June 1  Purpose: ◦ Inform HQ of chapter activities ◦ The primary goal: information for next year’s officers!!  Additional Information: ◦ Project reports are used to determine Project Awards ◦ Not submitting project reports counted on the Chapter Survey disqualifies you from receiving the Secretary’s Commendation