Western Illinois > VP Finance

Receipts are required for any reimbursement to members who use funds for supplies.

Points: Planning 0 Execution 7

Priority: Fall or Spring

Submissions

The families of all chapter members receive appropriate financial information.

Points: Planning 0 Execution 5

Priority: Fall

Submissions

Chapter financial information is disclosed to potential new members and initiates.

Points: Planning 0 Execution 5

Priority: Fall

Submissions

Chapter financial information is disclosed to potential new members and initiates.

Points: Planning 0 Execution 5

Priority: Spring

Submissions

04/01/10 View Submission Verified

There is no use of chapter funds for the purchase of alcohol (i.e. slush funds, social funds, portions of house dues, special assessment, extra dues, separate accounts, etc.).

Points: Planning 0 Execution 5

Priority: Spring

Submissions

A source independent of Delta Upsilon conducts an annual audit or compilation report of the chapter finances (i.e. books).

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

The chapter actively pursues all accounts receivable and total accounts receivable will not exceed 5% of the chapter’s total income.

Points: Planning 0 Execution 5

Priority: Spring

Submissions

04/01/10 View Submission Verified

A promissory note is secured from each brother who does not pay his dues on time. Past due or extended payment plans should be disclosed at each chapter meeting in the treasurer’s report.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

Two officer signatures are required on all checks written by the chapter and no chapter credit cards are in existence.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

09/22/09 View Submission Verified

There is no use of chapter funds for the purchase of alcohol (i.e. slush funds, social funds, portions of house dues, special assessment, extra dues, separate accounts, etc.).

Points: Planning 0 Execution 5

Priority: Fall

Submissions

The chapter annually saves at least 5% of its total budget for emergency reserve.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

Develops a balanced budget for all expenses with the assistance of the Executive Board and the Alumni Treasurer.

Points: Planning 0 Execution 5

Priority: Spring

Submissions

04/01/10 View Submission Verified

Develop position goals, budget, and officer manual to pass on and train his replacement.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

11/16/09 View Submission Verified

The chapter finances are computerized or kept with a financial institution of certified accountant and distributed to the chapter.

Points: Planning 0 Execution 3

Priority: Fall or Spring

Submissions

The chapter must be current on all financial obligations to the Fraternity and outside vendors.

Points: Planning 0 Execution 5

Priority: Spring

Submissions

Promotion of Friendship

Development of Character

The chapter hosts one program per year with an alumnus or local resource on either personal or organizational budgeting.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

The chapter hosts one program a year relating to developing members’ understanding of the larger financial issues of the world.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions

Diffusion of Liberal Culture

Advancement of Justice

Noteworthy activities

Points: Planning 0 Execution 0

Priority: Fall or Spring

Submissions

No Submissions yet

The chapter has a collection policy in place for all members and families to review.

Points: Planning 0 Execution 5

Priority: Fall or Spring

Submissions