Admin Resources
INDEX TO RESOURCE INFORMATION
As a chapter leader, if there is something you and your chapter need to succeed, contact Martha Montague (336-492-6028). This index is a link to various materials and information available to the chapters. Click on the headings to access the section with the information you seek.
A. Chapter Leadership Information Kit
Directory of Chapter Presidents (as of 1 February 2012)
Chapter Information (including Annual Report/Chapter of the Year Forms, Dashboard Tool, Board Self-Evaluation Tool, Affiliation Agreement, Standard Chapter
Bylaws, Administrative Manual, Honorary Owner Membership Form)
Chapter Governance (including Officer's Agreement Form, Officer Roles & Responsiblities, Nominating Procedures)
CMAA National Information (including Anti-Trust Policy, Code of Professional Ethics, Board of Directors Roster, Committee Chair Roster, Staff List)
B. Calendar of Important Administrative Dates and Deadlines (updated 15 February 2012)
C. Meetings and Communiques
National Meetings and Conferences
Chapter Leadership Meetings and Minutes
Chapter Communiques and Minutes
D. Chapter Insurance Information
Event Cancellation
General Liability
Special Event Coverage
Directors & Officers Insurance
E. Financial Procedures
Financial Form Templates (including templates for Receipts and Invoices)
Online Credit Card Payment Options
Federal and State Tax Information (including Chapter EIN Number List, IRS Website Links, UBIT Information, State Tax Exemption Information)
Assorted Tax Forms (including W-9, 1099-MISC)
QuickBooks from CMAA
F. Member Recruitment
Refer A Friend Program
Membership Categories
Recruitment Materials (including letters templates, brochures, applications for corporate and owner, large and mid-size corporate Main Contacts)
90-60-30/30-60-90, An Activation and Retention Program
Student Recruitment
Honorary Owner Membership
Chapter Membership Committee and Chapter Administrator's Role (including Training PowerPoint Presentation)
Allied Organizations
G. Best Practices for Regional Chapters
Membership Program Plans (briefings done by chapters to CMAA Membership Commitee)
Chapter Visitation Program
Officer Transition and Job Descriptions
Alliance Between CMAA Chapters and SAME Posts
Reckless Antitrust Conduct
Paid Executive/Consultant Guidelines
Broadcast Email Opt-Out Guidelines
Continuing Education Credits
AIA Continuing Education Credit
I. CMAA Foundation Scholarship Program (including Foundation Scholarship Application)


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