CEP LEADER BOARD

Advancement of Justice - Each member participates in at least one service event sponsored by another Greek organization or campus group.

Service Events

Throughout the term, the Alberta Chapter has been extremely active for multiple Service events on campus. A couple examples are as follows: ||Daniel Young Soo Kim and Graham Katzell volunteered for Multiplying Equality's Street store, where free clothing is distributed for homeless persons in the city's downtown||Brandon Webb, Jack Alton, and Tristan Rutter all participated in chilling for charity. The guys braved the cold Edmonton weather and went for a polar dip to raise money for various charities.||Aulden Maj-Pfleger, David Draper, and two associate members helped out the MS Society at one of their annual events, raising money for Multiple Sclerosis research.||Several actives (About ten) and associates attended a greek blood drive.||Brandon Webb coaches a youth swim team through Big Brothers, Big Sisters||Matthew Giroux hosted a bake sale with students for Wishes||During Delta Gamma's Anchor Splash, the chapter collectively gathered donations for the food bank.||I cannot recall the Greek organization (Phi-Delt or Lambda Chi), but multiple brothers donated clothing during one of their service events.||Multiple Brother's are also participating in a Fiji led initiative to participate in Movember. Brother's on the team include: Gordon Brook, David Draper, Zachary Olson, Brett Creech (Associate), Matthew Giroux, Graham Katzell, Marc Blais (associate), Rameses Rhoad, Hunter Boyer (Associate), Scott Alton (Associate), Cameron Klatch (Associate), Rami Elkathib (Associate), Aulden Maj-Pfleger, and Daniel Young Soo Kim. The link to our team page is as follows: moteam.co/delta-upsilon-alberta ||Finally, the chapter has committed to assisting the MS Society in another event in January. We expect nearly full participation at this event.||There are also many more events that I'm sure I'm missing. Overall, we ensured that each member participated in at least one outside service event.|

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

VP Administration - Calendar

Attached is the chapter calendar that is automatically distributed to every active members Google Calendars. This calendar includes all events, meetings, and other Greek activities.

Operational - Chapter submits chapter news to the IHQ communications team for the DU Quarterly by stated due date.

VP Administration - Chapter News for Quarterly

Attached is a description of the chapter news that was submitted to IHQ for the Quarterly, as well as a screenshot of the email that was sent by VP External.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

VP Administration - Roll Book and Ritual Books

Attached is the details regarding the safe keeping of the Roll Book and Ritual Books, as well as pictures of the location they are kept in.

Promotion of Friendship - The chapter holds at least one substance-free retreat.

VP Member Education

Attached is a document referring to the submission, as well as a schedule and planning sheet of the retreat.

Operational - VP External Relations has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Office Transition

As Boise State DU is undergoing its officer transition, we each made a document outlining the roles and responsibilities for the position. Mine is attached.

Operational - The chapter publishes (paper or electronically) an alumni/parent newsletter.

Fall Alumni Newsletter

Every semester, we publish an alumni and parent newsletters. Attached is the Fall Alumni Newsletter which highlights our awards and recognition at the Leadership Institute in July. Additionally, the letter mentions the success of our Fall Recruitment, sports achievements, and our goals for the rest of the semester.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Our Roll and Ritual books are in good condition and stored safely in a fireproof safe in our president's room (see image attached).

Operational - VP External Relations has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

VP External Relations Transition Document

The transition document highlights the key responsibilities and the importance of the VPER position. The document includes which service and philanthropy events that we typically hold throughout the year, what kinds of posts to make on our Social Media pages, and the day-to-day duties of the VPER position. Additionally, I have included a section on how to use Helper Helper since that is a new initiative with our chapter.

Diffusion of Liberal Culture - One member from the chapter attends one of the Global Service Initiative trips.

Blake Coan GSI Trip

This past June, Brother Blake Coan '20 attended the GSI trip to Jamaica. Attached are pictures that Blake had from the trip.

Promotion of Friendship - The chapter hosts an alumni speaker outside of Initiation.

Steak Dinner Alumni Speaker

Every Fall Rush we host a Steak Dinner at our chapter house, which features an alumni speaker. This year we had alumnus Mark Lahood '18 speak to Prospective New Members and members of the chapter. Mark talked about his experience in his four years in the chapter, including the importance of brotherhood and the benefits of joining a fraternity, especially Delta Upsilon. Mark also highlighted how his time in DU helped prepare him for a life out of college and how he uses the skills he learned and connections he made in the real world.

Operational - VP Administration has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

VP of administration position description.

Our position description is kept on our google drive. Each incoming E-board member has access to this document and can add to it as they see fit.

Promotion of Friendship - The chapter hosts an alumni speaker outside of Initiation.

Life After Carthage presentation by Mark Wirtz

Recent Alumni to the Carthage chapter Mark Wirtz gave a presentation on what life is like after college, and the challenges we will face. 28 of our 33 members attended the event. Potential ways to improve this event would be to have notified the chapter of the presentation several weeks in advance to increase attendance. A preemptive survey would have benefited the chapter as well so we could have had a voice in what the presentation was on.

Operational - The chapter conducts a recruitment skill set seminar.

The Purpose of Recruiting presentation by Max Behnke

During chapter our VP of Recruitment Max Behnke gave a presentation expressing the importance to recruitment and how to present Delta Upsilon to people of potential interest/who seem like the fraternity would benefit from their involvement. 30 of the 33 members were in attendance. Potential ways to improve this event would be to give a more interactive presentation that had more engagement with the chapter.

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

Operational CEP, Associate Member Chapter Attendance

Associate Members attended and participated in all Chapters during the Associate Member Process. The Associate Member Class President conducted a detailed report of the Associate Members' progress in the Associate Member Process. This Report included progress on the Capstone Project, Associate Member Philanthropy Event, and Associate Member Recruitment Event.

Operational - The Initiation Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

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Operational - President has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

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Development of Character - The chapter has short- and long-term goals established for the semester.

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Development of Character - The chapter Executive Board has an executive retreat.

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Advancement of Justice - The chapter has a written code of conduct for all members to sign at the beginning of each academic year.

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Operational - The Ritual Team properly prepares and rehearses Ritual before Initiation.

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Operational - The chapter has updated its Constitution and By-laws in the past 18 months.

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Promotion of Friendship - The chapter maintains an open ceremony for the Initiation of its members by having alumni, family, faculty and staff in attendance.

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Advancement of Justice - The chapter has an established judicial board that follows written policies and procedures for appropriate situations.

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Operational - The chapter has a standard meeting agenda that the President prepares each week prior to the beginning of chapter and Executive Board meetings.

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Promotion of Friendship - The chapter invites parents, faculty, staff and alumni to the Initiation Ceremony by written or electronic correspondence at least two weeks prior to ceremony.

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Development of Character - At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).

IFC

One of our brothers Brett Colton is currently the IFC Vice President of Finance while another brother Connor Rohrs is also a senator in SGA.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Roll and Ritual Book

I have the Roll and Ritual Book stored in a safe, where it is stored in our office space which is locked to everyone except for the exec board members.

Operational - The chapter hosts a meeting where an overview of the Men of Merit Chapter Standards Program and an update on the chapter's progress is provided to 75% of the membership.

Chapter notes from Men of Merit Review

Our VP Administration likes to make chapter notes entertaining for brothers to actually go back and read them, but they are still legitimate. At this chapter meeting, I went over every aspect of our Men of Merit score card from the previous year, fielded questions about what each category meant and emphasized this is one great way to be a sweepstakes chapter at LI. On that the brotherhood had a conversation about why no one wanted to or could attend LI (which is an area we fell short in).||As the notes also reference (inappropriately) we also covered the Membership outcomes survey result at this meeting.||Attached will be our chapter notes from that day, September 2nd and attendance .||

Operational - The Initiation Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Initiation Ceremony

The ceremony is performed as outlined in the ritual book. Attached are an initiation agenda, photos of the Examiner and Chief Marshall in Rite I, the Charge speaker during Rite II. ||I couldnt add another photo with the display of our roll book and badges (set before the initiates)

Promotion of Friendship - The chapter invites parents, faculty, staff and alumni to the Initiation Ceremony by written or electronic correspondence at least two weeks prior to ceremony.

Initiation Invitation Letter

This is just one of the letters sent out, to the office of student involvement (overseeing greek life). They were also sent to parents on our email list and other key administrators at the university. A less formal version was given to our alumni brothers via facebook.

Operational - The Ritual Team properly prepares and rehearses Ritual before Initiation.

Initiation Prep

Two meetings were conducted to practice and clarify the ritual for the four brothers involved in the ceremonial proceedings. The Examiner, Chaplain and Master have all performed the same roles in the previous initiation, so it was easier for us to practice this time.

Operational - The chapter creates and has members complete a yearly needs assessment to see what types of program topics, service projects, brotherhood events, etc. they would like to see in the future.

Yearly Needs Assessment

Yearly needs assessment sent to Brothers and Associate Members at the beginning of Fall Semester 2018. 53% of the chapter participated including suspended, and associate members.

Advancement of Justice - The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership.

Associate Member Parent Letter

Letter sent to the parents of associated members.

Development of Character - The chapter participates in a campus or community beautification/cleanup project.

Post-Homecoming Community Clean Up

After homecoming, some of the brothers took it upon themselves to clean up their community for a few hours.

Operational - Two officer signatures are required on all checks written by the chapter and no chapter credit cards are in existence (debit cards are okay).

Multiple signatures

Chapter President as well as VP Finance are in possession of debit cards which can only be used to access chapter funds at a branch. Two signing authorities are required for all debit transactions. Chapter cheques also require both signatures.

Operational - The chapter has a standard meeting agenda that the President prepares each week prior to the beginning of chapter and Executive Board meetings.

Sample Chapter Agenda

PDF of a sample chapter agenda

Diffusion of Liberal Culture - One member from the chapter attends one of the Global Service Initiative trips.

Member Attending GSI Trip

After being awarded the GSI scholarship, Javas McMillan will be attending the GSI trip in Jamaica in January, 2019.

Operational - VP Loss Prevention has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

VP Loss Prevention key roles and responsibilities for officer transition

I have typed up an electronic document outlining the key roles for the officer position of VP Loss Prevention

Advancement of Justice - The chapter directs members to campus tutoring and workshops/seminars.

AoJ

Campus seminars and tutoring

Diffusion of Liberal Culture - The chapter hosts a university professional to lead a discussion in his/her area of expertise.

Whiskey tasting Fall 2018

Our semesterly tradition of having Professor Joe Barth from the University of Guelph who teaches beverage management. He took the brothers through a professional whiskey tasting, teaching us the history of whiskey, the process of making whiskey and the origins. In the past he has taken us through beer tasting and a wine tasting and is always down to help the brothers of Delta Upsilon. Only offered to brothers who are of drinking age (19+ in Ontario)

Operational - Chapter financial information is advertised to potential new members during the recruitment process. This information should include associate member dues, initiation fees, housing fees, and member dues.

Chapter Financial Information

We handed this Financial Information sheet out during our information and pizza night.

Promotion of Friendship - Campus or local police/security present on and discuss safety issues related to the campus with at least 75% of the chapter membership.

Campus Police Officer Guest Speaker at Chapter Meeting

I invited campus community police constable Mike Wong to attend a chapter meeting on campus and discuss university policies regarding health and safety and university safety programs available to students. He also discussed the role of campus police and offered advice for any brothers who were interested in a career in policing. He also held a question and answer period where members had the opportunity to ask questions regarding campus police.

Operational - The chapter maintains an up-to-date names list throughout the entire year and asks brothers for updates frequently. Please note this is not a roster, but a recruitment tool.

Potential Member List

Potential Member List

Operational - The Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Initiation Ritual Prep

Agenda of the event is attached

Diffusion of Liberal Culture - The chapter hosts a brotherhood night where brothers are educated on a different culture.

Associate member cultural dinner

This is the power point our associate members used to educate the brothers on the culture they chose for their dinner. They chose India and served us butter chicken with Naan bread and Indian styled fudge. Very delicious as well as informative

Operational - The chapter conducts a recruitment skill set seminar.

Recruitment Seminar

Outline of the recruitment seminar and feedback.

Development of Character - The chapter and its members follow Delta Upsilon Loss Prevention policies and procedures at any event where alcohol is present.

Alumni Advisor Letter

I am submitting a letter signed by an alumni advisor that states that the Guelph Chapter of Delta Upsilon follows LP policies with events where alcohol is served.

Development of Character - Each member of the chapter is involved in at least one campus activity outside of the chapter.

Club List Membership

Club List Membership

Promotion of Friendship - The chapter hosts an alumni speaker outside of Initiation.

An Introduction to Investing Presentation

Alumni Matthew Buhagiar gave a brief presentation on an introduction to investing as many actives have expressed interest in learning more about safe, educated investing.

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

Slide from Info night

This is the slide from our ""info night"" where our associate members were told about the date of initiation.

Development of Character - The chapter has short- and long-term goals established for the semester.

Short-term and Long term goals

PDF of our chapter's goals. We did not use the SMART model, but our current one works well for us.

Diffusion of Liberal Culture - 50% of chapter members are in possession of a valid national passport.

Brothers with Passports

PDF of brothers with passports

Advancement of Justice - The chapter advertises to all potential members any financial scholarships available to members or new members.

Financial Scholarships

Information provided to potential members regarding financial scholarships

Operational - The chapter has a documented crisis management procedure that is reviewed with members during a chapter meeting.

Crisis Management Procedure

I discussed the crisis management procedure to the chapter by printing out copies for all individuals in attendance and going over the points on the list with all of them.

Development of Character - At least 25% of all initiated members hold elected leadership positions in other campus organizations.

Brothers with Elected positions on Campus

List of Brothers with Elected positions on Campus

Operational - Receipts are required for any reimbursement to members who use personal funds for chapter supplies.

Reimbursement policy

When a member uses personal funds for chapter purposes VP finance requires the completion of a chapter reimbursement form and submission of an itemized receipt. The reimbursement form explains the reimbursement policy under the heading ""Instructions"". When a receipt is lost, members will be reimbursed when a second member, who was present when the expense was incurred, signs off on the amount of, and purpose for, the expense. |

Operational - 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 VP Finance's report.

Promissory notes

When a member makes it known that they will be unable to pay their dues in full by the agreed upon date, VP Finance secures a promissory note stating that the member agrees to pay the full amount, plus applicable interest, by the date specified therein. When members fall behind on their payments, it is disclosed to the chapter during weekly meetings and a conversation is had with the member to determine when the payment will be made up.

Operational - The chapter submits its most recent year's 990 form online to stay current with the IRS before the government and fraternity-mandated Nov. 15 deadline.

990 Form

This not applicable for our chapter.

Operational - The chapter has updated its Constitution and By-laws in the past 18 months.

Updated Bylaws

PDF of updates bylaws. Article IV on alumni has been changed.

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

Chapter minutes October 15th

Associate member president speaks about up coming events and speaks about their philanthropy event.

Development of Character - The chapter hosts a speaker from the academic resource center or career center regarding topics such as time management, resume building and study skills.

Guest Speaker

Guest Academic Speaker

Diffusion of Liberal Culture - The chapter sponsors a minimum of two alumni and/or parents events such as Founders Day, Initiation, Parents' Day, Homecoming, etc.

Parents Weekend and Homecoming Alumni Event

The members hosted a parents weekend, which entailed a social and provided lunch. For homecoming, the members hosted an alumni event where lunch was served before the football game.

Operational - The families of all associate members and chapter members receive appropriate financial information regarding member/associate member dues, payments, initiation fees, housing fees (when applicable) and collection polices.

Financial info for families

Members and associate members are provided with a copy of the 'Fee and Reporting Information' document for the current academic year. This document contains a breakdown of all fees owed to IHQ as well as the dates by which they must be paid. VP Finance will also provide a copy of the Loss Prevention Assessment invoices if they are requested. As we do not have the contact info of our members' families, VP Finance encourages members to share this information with their families on their own initiative, and to reach out with any questions or concerns they may have. ||With the implementation of a new collection system (Greekbill) going into effect in the Winter 2019 semester, information regarding that process will also be provided moving forward.|

Advancement of Justice - The chapter has a written code of conduct for all members to sign at the beginning of each academic year.

Guelph Code of Conduct

PDF of the code of conduct that every brother signed at the beginning of the semester.

Advancement of Justice - The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership.

Parents BBQ newsletter

Here is the newsletter we used at our parents BBQ on October 21st . Under ""Associate members"" (after the presidential address) we put a little paragraph outlining who they are and what the associate member's will be learning

Development of Character - At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).

Brother who holds a position in Student Government

List that shows Roy Rebelo holds the student government position of Clubs Coordinator

Advancement of Justice - The chapter hosts a meeting where Loss Prevention policies are discussed with at least 90% of the chapter membership.

Discussion of Loss Prevention Policies

During Chapter meeting, I discussed the loss prevention policies that are outlined by IHQ to every active brother and both associate members.

Operational - VP Membership Education has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

VP Member Education officer transition doc

Here is a document I made to help the incoming brother taking over my position understand the duties of VP Member ed better.

Advancement of Justice - Each member participates or attends at least one philanthropy event sponsored by another Greek organization or campus group.

Wing Ching Event

The Brothers attended Pi Beta Phi's annual 'Wing Ching' event, which aims to raise money in order to increase literacy rates across the country.

Advancement of Justice - The chapter has an established judicial board that follows written policies and procedures for appropriate situations.

Judicial Board Policies

PDF of Guelph J-Board policies. Bylaws are included as well.

Operational - The chapter publishes (paper or electronically) an alumni/parent newsletter.

Parents/Alumni News Letter

A parent/alumni news letter.

Operational - VP Finance has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition.

Key responsibilities/duties + transition notes

VP Finance has a binder with all of the position's responsibilities and duties outlined. Copy of the chapter bylaws, including finance related ones, are also in the binder for reference. Information on CEP as well as all relevant forms (i.e. promissory notes) are stored in the binder.

Operational - The chapter hosts a recruitment event where alumni are invited and attend.

Alumni Recruitment Event

Alumni Recruitment Event

Promotion of Friendship - The chapter utilizes new members in the recruitment process. For example, asking new members to invite unaffiliated friends to recruitment events, sharing prospective names, etc.

Utilization of new members in the recruitment process

Outline of their duties.

Advancement of Justice - The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership.

Letter to parents

Letter to the parents. Same letter I used last semester.

Promotion of Friendship - All Big Brothers participate in the Big Brother Orientation session as outlined within the Associate Member Education Program. Additionally, all Big Brothers create a calendar for the semester based on the outline in the Big Brother Guide.

Big Requirement sheet

Big Requirement sheet

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

Class President Report

The class president's report is highlighted in the document.

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

Initation

Check out the highlighted portion !

Operational - The chapter follows the Fraternity-mandated Associate Member Education Program time period. This means Pledging to Initiation is no longer than 8 weeks (unless specific exemptions have been provided by IHQ).

AME Guide

Here is our syllabus for the semester

Advancement of Justice - The chapter hosts a meeting where Loss Prevention policies are discussed with at least 90% of the chapter membership.

Loss Prevention Policy Presentation

Hello, my name is Kevin Turay and i am the newly elected Vice President of Loss Prevention for the Delta Upsilon Colony at Illinois State University. On October 14th of 2018, the director of loss prevention Sara Jahansouz Wray gave a presentation via Skype call about the loss prevention policies. She spoke to us for about 30 minutes of which she asked questions to the colony regarding our loss prevention policies and our members answered those questions to her satisfactory. One issue that we had with this presentation was communication problems with her over the program Skype. She was unable to see us but we were able to see her. One thing I believe we could do better would be to test the internet connection prior to the presentation so we can avoid these types of problems in the future. Sara did a great job of going into detail about what is expected of us and gave us tips on how to implement those tips effectively. I have attached below copies of our attendance log for the date of October the 14th of 2018 and two photos to provide proof of the event. ||Thank you,||Kevin Turay|VP of Loss Prevention

Advancement of Justice - The chapter has a written procedure for event management duty (sober monitors) and a written rotation which includes all chapter members.

Event Management

Hello, my name is Kevin Turay I am the newly elected Vice President of Loss Prevention for Delta Upsilon Colony at Illinois State University. I have attached a document that includes our event management procedure and our processes of which we choose our sober monitors. ||Thank you,||Kevin Turay|VP of Loss Prevention

Operational - VP Loss Prevention has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Loss Prevention Key Responsilbilites

My name is Jacob Levinson and I'm the previous Vice President of Loss Prevention at Illinois State University. Today I'm submitting my last CEP, and wanted to give my gratitude for being appointed at my position. It's been my pleasure serving at this position, and look forward to the future. Attached is a document listing the key responsibilities of my position. I've given them to the newly elected Vice President of Loss Prevention Kevin Turay the tools he needs to succeed.

Promotion of Friendship - All formal and informal recruitment events are alcohol-free.

alcohol free recruitment events

All of our events are alcohol-free, The University of Iowa enforces a dry campus. There has been a string of Suspensions with other fraternities on campus that are the result of drinking at recruitment events. Our chapter was not on the investigation list and has not hosted any events with alcohol.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Chapter Roll Book and Ritual Book

We have our chapter's Roll Book and Ritual Book safely in our chapter office in a fireproof safe that our President and VP of Finance has access to.

Advancement of Justice - The chapter directs members to campus tutoring and workshops/seminars.

Tutors

The University of Iowa offers many tutors for students. We have paired up with the Universtiy of Iowa Veterans Association-Chem Platoon that gives free tutoring to veterans who are struggling in Chemistry, Math, Biology. Tutors include Iowa Professors who are former veterans. DU members can show up M-W 5pm for no charge. |||https://outreach.uiowa.edu/program/chemistry-platoon

Operational - The chapter utilizes its social media for recruitment and updates the site(s) regularly.

Social media

Our social media was consistently updated with information about recruitment events

Diffusion of Liberal Culture - The chapter hosts a university professional to lead a discussion in his/her area of expertise.

University President Comes to Speak Before Chapter

Iowa State University President Wendy Winterstein came and spoke to our chapter about the day in the life of her job. Our entire chapter attended as well as our advisors, we hosted her for dinner and proudly showed her around our great chapter. We were able to talk with her about various concerns we have regarding tuition, study abroad etc. It was very informational and overall we were able to all gain a stronger insight into what her job entails and provide feedback as to where we would like Iowa State to be in the future.

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

Date of Initation

During our associate member education class in October I officially announced it to our associate member class that we will be having our initiation ceremony on January 19th at 11:00 a.m. Attached below is a copy o my speaking topic for our chapter agenda on October 15th.

Promotion of Friendship - All Big Brothers participate in the Big Brother Orientation session as outlined within the Associate Member Education Program. Additionally, all Big Brothers create a calendar for the semester based on the outline in the Big Brother Guide.

Big Brother Orientation

At this big brother orientation we looked over every applicant that would like to be a big brother. Their cumulative GPA had to be above a 2.7 in order to provide a positive and mature experience to the little brothers. I went over all the applications that they had to fill out including why they wanted to be a big brother and why they think they deserve the position. We do 12 rounds of speed dating in order to accurately pair brothers to a relative little brother that will them them the best they can. The brothers are required to check in with their little brothers as often as possible. We set the date of our revealing ceremony and plans afterwards. All of the members who were accepted to be fathers were present during the orientation. In the future, brothers suggested having a more set and detailed curriculum specific for our chapter to have throughout the year and I personally believe in doing so it will help keep everyone more on track with their responsibilities.

Operational - Receipts are required for any reimbursement to members who use personal funds for chapter supplies.

Reimbursement Form

Attached is our reimbursement form where members are required to attach receipts to this document. Forms submitted with no receipts are not processed.

Development of Character - The chapter hosts a program per year with an alumnus or local resource on personal budgeting.

Personal Budgeting PPT

Attached is the personal budgeting powerpoint presented by a former Iowa State President (Sam Kammermeier '14) and an Iowa State DU alum (Taylor Clark '14). Both skyped in at 6pm on 11/13/18 to present this to the undergraduate Chapter.

Operational - The chapter utilizes its social media for recruitment and updates the site(s) regularly.

Social Media for Delta Upsilon

Instagram Link: https://www.instagram.com/isudeltaupsilon/ Last Updated: Nov. 7, 2018|Facebook Link: https://www.facebook.com/iowastatedu/ Last Updated Nov. 15, 2018|Twitter Link: https://twitter.com/ISUDeltaUpsilon?lang=en Last Updated Nov. 5, 2018|

Operational - The chapter maintains an up-to-date names list throughout the entire year and asks brothers for updates frequently. Please note this is not a roster, but a recruitment tool.

Summer Recruitment Names List & Fall Recruitment Names List

First Excel has all summer potential new members, those with green means we bid them.||Second Excel sheet is our Fall Recruitment names list, these members are looking to join the Spring Pledge Class. The sheet will then be organized as Summer Recruitment showing who accepted.

Development of Character - The chapter Executive Board has an executive retreat.

Exec Retreat Confirmation

These documents show that I rented out a room in August for an executive retreat in the memorial union. It also is included in our weekly schedule.

Promotion of Friendship - Chapter hosts a substance-free associate member retreat.

Associate Member Retreat

I oversaw and helped our associate member class president plan a retreat for the class. Throughout the day they each helped rebuild study space in our house to be used by our whole chapter. Afterwards they all helped cook a pledge class thanksgiving meal together and discussed how they can incorporate our founding principles into their class as a whole. Some things they suggested on improving would be planning an actual location where we can go for the weekend. I would of also liked to get more of the chapter involved for next year.

Advancement of Justice - The chapter advertises to all potential members any financial scholarships available to members or new members.

Scholarships Available For New Members

During all of recruitment when potential new members come tour through the house we give them both the brochure which explains what scholarships we provide as well as the actual Ralph Stucky Scholarship that is funded through the Iowa State Chapter of Delta Upsilon.

Advancement of Justice - The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership.

Parent Invitation Email

This is the email I have sent out to all the parents of our current associate member class. It provides some brief information about what we have gone through in our program, requirements of membership and an invitation to our initiation ceremony.

Operational - VP Recruitment has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Officer: VP of Recruitment; Transition Handbook

Handbook created to lay out what is expected of a VP of Recruitment while also helping with a tour guide demo, that details good aspects of a potential member.

Promotion of Friendship - The chapter utilizes new members in the recruitment process. For example, asking new members to invite unaffiliated friends to recruitment events, sharing prospective names, etc.

How the Iowa State Chapter utilizes new members in recruitment

Throughout not only the summer recruitment process but also formal recruitment in the Fall we utilize our new members for recruitment.|Summer Recruitment:|-Inviting new members to come to recruitment lunches and dinners to help recruit potential new members|-Having new members help on house tours during the summer when orientation is going on (most are local new members)|-Gathering new members at an alumni's house with other potential new members in hopes the potentials get a good feel for their incoming pledge class||Fall Formal Recruitment:|-New members are encouraged to help on house tours when large groups of potential new members come through the house|-We have designated areas around the house during Fall Formal Recruitment where the potential new members can actually meet most, if not all of the pledge class they would be joining (given they signed DU)|-New members that excel socially and have a good niche for recruitment also get invited to the Recruitment Fair which kicks off Fall Formal Recruitment (DU was the highest pref'd house out of 31 Chapters on ISU's campus) | +See picture attached below of New Member, Logan Habada (on the far right), helping with the Recruitment Fair during Fall Formal Recruitment.

Operational - The chapter has a standard meeting agenda that the President prepares each week prior to the beginning of chapter and Executive Board meetings.

Meeting Agendas

These attachments include our normal meeting agendas.

Operational - President has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Officer Transition Manual

This manual is the transition manual that has been created and passed from President to President!

Advancement of Justice - The chapter has written eligibility standards for new members that includes diversity and nondiscrimination policies that mirror that of the Fraternity's Constitution and By-laws.

Bylaw for Potential New Member

Article I: Candidates for Associate Membership||-Section 1: To be a candidate for associate membership in Iowa State Chapter of Delta Upsilon Fraternity (henceforth referred to as the chapter) at Iowa State University (henceforth referred to as the university), the student must be enrolled at the university as a full time male undergraduate student, and must not be a member of any other National Interfraternity Council organization or an organization that is inconsistent with the teachings of Delta Upsilon International Fraternity (henceforth referred to as the Fraternity). He must also meet the requirements set forth by the chapter, university and the fraternity.||-Section 2: Any potential member must have a grade point average (henceforth referred to as GPA) of at least 3.0 at the university in the semester immediately prior to being extended a bid.|| -Section 2.1: Any potential member that is a first semester freshman must have at least a 3.0 cumulative GPA in high school (based on a 4.0 scale) | -Section 2.2: Any potential member that is a transfer student from another university or community college must have a minimum cumulative GPA of 3.0 at aforementioned | university or community college. (based on a 4.0 scale) || -Section 2.3: Any student of the university that has taken leave from the university for study abroad, internship, co-op, etc. must have had a minimum cumulative GPA of 3.0 in | the semester immediately prior to his departure from the university in order to be extended a bid.||-Section 4: No individual shall be denied the opportunity to become a member of the Chapter and eventually Fraternity on the basis of race, religion, creed, or sexual orientation. Provided that their character is congruent with the values of the Fraternity, and they meet the aforementioned requirements.

Promotion of Friendship - The chapter has a written procedure, in chapter by-laws, for the extension of membership bids.

Procedure from bylaws for extension of bids

Section 3: A potential new member may only be extended a bid under the following circumstances.| -Section 3.1: During the academic year, a potential new member who meets the aforementioned GPA requirements may be extended a bid after the following:| Attendance at least 2 chapter events| An interview with the chapter president, and vice president of recruitment (including the submission of resume)| At least 3 members to speak on his behalf at a chapter meeting and no more than 2 members willing to speak against him. |Assuming the aforementioned criteria are met, a vote may be called to extend a bid to this potential member.||Section 3.2: During the summer term, a bid may be extended by to any potential new member that meets the aforementioned requirements, so long as all of the Chapter's appointed summer recruitment chairs have concluded that the potential new member would be fit for the Chapter.|

Operational - The chapter develops recruitment materials and utilizes available resources designed to educate potential members and their families about the benefits of membership in Delta Upsilon.

Chapter Info For New Members

We give this on tours to talk about finances, brotherhood, GSI, leadership events, our founding principals and more.

Operational - 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 VP Finance's report.

Promissory Note

Attached is our promissory note used if a member is not able to or doesn't pay dues in a timely manner. This is a legal document that must be signed so there is a bound agreement that the brother will pay his dues.

Operational - Two officer signatures are required on all checks written by the chapter and no chapter credit cards are in existence (debit cards are okay).

Weekly Financial Form

Attached is our weekly financial form we use to inform our Chapter Advisor about expenses incurred over the previous week. As seen on the document, two officer signatures are required on each of these payments. No credit card is in existence due to the fact that this form requires the use of checks only.

Operational - Chapter financial information is advertised to potential new members during the recruitment process. This information should include associate member dues, initiation fees, housing fees, and member dues.

Financial Info to New Members

Both room and board costs which includes the meal plan and has the option to include parking is provided. On the brochure we have Chapter financials. Both bits of information are given on house tours and or sent to new potential members.

Operational - VP Finance has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition.

Transition Manual

Attached is the VP Finance manual given to every VP Finance executive officer. Responsibilities, references, and instructions are listed in this document.

Promotion of Friendship - The chapter hosts an alumni speaker outside of Initiation.

Alumni Presentation

Jack Mumford, an alumni, came back to discuss with us the future of DU and losing 17 members in the spring of 2019. He discussed his own experiences with recruiting and how to improve this spring rush. The event was during our chapter meeting so all members were present for this. I would recommend more hands on learning to better handle this in the future for these workshops.

Advancement of Justice - Each member participates in at least one service event sponsored by another Greek organization or campus group.

Zombie Run

Brain Injury of Connections hosted the 4th annual Zombie Run. All members attended this service event and were either zombies or station workers. The run benefited the community and brain cancer research.

Advancement of Justice - The chapter has an established judicial board that follows written policies and procedures for appropriate situations.

Judicial Board Policies

Attached is a document of our judicial board policies that were updated during the fall semester

Development of Character - The chapter has a structured academic review committee that meets with all members not meeting the chapter minimum standards.

Academic review committee

Documents how our academic review committee is structured.

Operational - Chapter financial information is advertised to potential new members during the recruitment process. This information should include associate member dues, initiation fees, housing fees, and member dues.

Financial info

Includes a picture of the breakdown of costs throughout a semester at DU.

Advancement of Justice - Each member participates or attends at least one philanthropy event sponsored by another Greek organization or campus group.

Pi Kappa Pho

Pi Kappa Phi held a philanthropy serving original Pho. Proceeds go to Pi kappa phi's philanthropy. ||Attendees include:||Ainslie Bryce|Anderson Maxwell|Baker Cole|Banning Patrick|Bearden Harold|Becker Britt|Beikmann Peter|Billerbeck Jake Billerbeck|Bliss Daniel|Blythe Eric|Blythe Tyler|Boeh Drew|Breedlove James|Brond Caleb|Bruner Saxton|Burghart Cy|Burnett Matthew|Campbell Mitchell|Cashman Jack|Castinado Jaden|Castinado Seth|Chance Drew|Clark Samuel|Colwell Joe|Connally Jackson|Cox Jordan|Crawford William|Dahlquist Luke|Donn Joel|Doyle Tyler|Dunsmore Mason|Eck Austin|Ecklund Derek|Ewert Matt|Fangman Garrison|Feighner Paul|Fleming Nathaniel|Green Logan|Hagenkord Ben|Harton Graham|Heidrick Dillon|Hermreck Jason|Herron Taylor|Hill Jake|Hobson Will|Hult Dugan|Hurst Garrhett|Kaifes Spencer|Karst Caleb|Keeling Zach|Kenny Will|Kiekbusch Ryan|Kimmi Kyle|Koechner Luke|Koechner Nick|Kofoid Aaron|Koster Cade|Koster Cole|Lage Jackson|Lane Michael|Leakey Dustin|Legato Dominic|Lundgren Bryce|Machovsky Cole|Madison Jeffery|Manning Brett|Markley Sage|Marquardt Ryan|Massey Colton|Matchell Joshua|McAlexander Ryder|McCoy Cade|McCullick Justin|McCumber Colton|McDermed Mark|McGuire Parker|McNorton Connor|Moon Brett|Mormando Logan|Newby Justen|Norton Zach|OBrien Cole|Patterson Cooper|Patterson Jesse|Plattner Connor|Power Ben|Poynter T.c.|Pruss Eli|Puetz Troy|Reddin Nicholas|Reilly Logan|Rice Evan|Robinson Joshua|Schroeder Braden|Schroeder Trent|Searl Jason|Seiler Jordan|Serrano Gabriel|Shirinian Val|Soph Andrew|Springer Austin|Springer Dalton|Steiner Nick|Storm Zac|Stubbers Ryan|Stukel Nathan|Swanson Will|Swope Conner|Swope Tanner|Sylvester Vince|Tenbrink Ben|Tenbrink Owen|Thomeczek Charles|Thompson Benjamin|Thompson Kendle|Wheeler Ryan|White Brett|Wiebe Abram|Williams Derek|Winter Kurt|Woodard Gavin|Zegunis Zack

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Ritual Book

This CEP is that our ritual books are stored in a safe and fire proof place.

Advancement of Justice - The chapter advertises to all potential members any financial scholarships available to members or new members.

CEP Financial Scholarships

The chapter advertises to all potential members any financial scholarships available to members or new members.

Operational - VP Loss Prevention has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Key Responsibility

Attached is a document which outlines the duties of the VP of Loss Prevention. This is used during transitions. The roles of the the VP of loss prevention is not limited to the list that is submitted. The VP of Loss Prevention goal is to establish a safe living environment for all members and works with the rest of the executive board to accomplish this.

Promotion of Friendship - The chapter hosts an alumni speaker outside of Initiation.

Alumni Speaker

The Kansas State chapter hosted Larry Kendall, DU class of '69 and author of ""Ninja Selling"" at the College of Business. He spoke about his book and method of sales, ""Stop Selling. Start Solving."" The attached photo shows the members who attended.

Operational - The chapter has a documented crisis management procedure that is reviewed with members during a chapter meeting.

LP crisis management procedure review

On October 10th the chapter discussed the policies that keep us safe and help us operate smoothly. It went well and everyone benefited from hearing the information. We used IHQ information and information provided to us by our university IFC. In addition to talking about LP policies we also went over our crisis management plan with the chapter. I felt this went very well and started a good discussion about safety within the house and on campus.

Advancement of Justice - The chapter hosts a meeting where Loss Prevention policies are discussed with at least 90% of the chapter membership.

LP policy discussion

On October 10th the chapter discussed the policies that keep us safe and help us operate smoothly. It went well and everyone benefited from hearing the information. We used IHQ information and information provided to us by our university IFC.

Advancement of Justice - The chapter has a justice event during recruitment in which potential new members are invited and attend.

Justice Event

The description is in the document.

Development of Character - 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.).

Copy of Template Promissory Note

This document details what happens if brothers do not pay their dues on time and gives other payment options to allow for brothers who do not choose to pay the full amount.

Operational - The families of all associate members and chapter members receive appropriate financial information regarding member/associate member dues, payments, initiation fees, housing fees (when applicable) and collection polices.

The appropriate price of dues for Delta Upsilon Members

The picture comes from the lehigh.edu website detailing the cost of membership and the meal plan to be a member of delta upsilon.

Operational - The chapter follows the Fraternity-mandated Associate Member Education Program time period. This means Pledging to Initiation is no longer than 8 weeks (unless specific exemptions have been provided by IHQ).

AME IHQ Process

See attached.

Promotion of Friendship - The chapter hosts a workshop/seminar on topics related to collegiate males.

Workshops for Collegiate Males

While we do not hold a large workshop on topics related to collegiate males, we do hold weekly Brothers Teaching Brothers (BTBs) at almost every chapter meeting. These topics are usually selected by the membership on what they would like more information of that semester and VP-MemberEd will provide it in this form. So topics that have been included in the fall 2018 semester include How to Use Google Efficiently, Suicide Prevention Training, Fraternity History, Business Dinner Etiquette, etc.

Operational - The Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Pledging Ceremony

https://www.facebook.com/michigantechdu/videos/172059713705361/ ||The link above is the link to the live video feed that was streamed through our chapter's public Facebook page. In it you can see that we read the ceremony directly from the ceremony book and follow the ceremony properly. The criteria for this asks for an agenda, but I do not know what you want for that since it is a single ceremony not a multiple event or section affair.

Promotion of Friendship - The Big Brother/Little Brother reveal is conducted in accordance with the guidelines within the Associate Member Education Program, DU Loss Prevention policies, and all other Fraternity policies.

Big Brother Reveal

See attached.

Diffusion of Liberal Culture - The chapter hosts a workshop on proper conduct in professional settings.

Professional Setting Etiquette

Attached is our presentation on business dinner etiquette, given at one of our chapter meetings.

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

Associate Member Class President

Attached is a copy of chapter meeting minutes. As can be seen, the associate member class president gives a weekly report.

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

Chapter Calendar

This is the master calendar for our chapter. We use Google Calendar, but I have attached a file containing a copy of it.

Promotion of Friendship - The chapter holds at least one substance-free retreat.

Chapter Retreat

On 9/22/18 our brotherhood traveled to our neighbor's cabin on Lake Superior in Copper Harbor, MI. We conducted our retreat here, discussing topics such as philanthropic efforts and academic performance. After the formal ""work sessions"" concluded, brothers camped out on the beach and hung out around a campfire.

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

Initiation Date

Attached is the cover page for the associate member's binders that contains all the necessary materials for associate member meetings. As can be seen, the date of initiation is listed on it. This date is also listed multiple times in their process schedule and chapter meeting minutes.

Advancement of Justice - Each member participates or attends at least one philanthropy event sponsored by another Greek organization or campus group.

Fries with Kappa Psi

This semester we ate some fries with Kappa Psi a sorority on campus. They hosted this event with a raffle, and others things to help make money for reach out and charities.

Operational - The chapter publishes (paper or electronically) an alumni/parent newsletter.

Alumni newsletter

Tanner Mjelde had different chairs write on topics that he thought fit to add to the alumni newsletter.

Promotion of Friendship - The chapter attends two campus athletic events wearing letters.

Bison Football Games

Went to two different football games in Fargo. Went to one on the 22nd of September and another on the 29th wearing letters representing DU.

Advancement of Justice - The chapter has a written procedure for event management duty (sober monitors) and a written rotation which includes all chapter members.

DU event management rotation

we have a rotation for choosing event managers in the event that there are no volunteers

Operational - The chapter utilizes its social media for recruitment and updates the site(s) regularly.

Social Media

https://www.facebook.com/DeltaUpsilonNdsu/

Operational - The chapter conducts a recruitment skill set seminar.

Recruitment Seminar

With the help of Kelsey from IHQ on Sep. 2nd, I helped lead a recruitment skills workshop before our recruitment week. We identified out own faults in recruiting, held mock conversations to help with anxiety, and added on to our skill sets for meeting new people. This event went extremely well and there is not a lot I would change from it. We should look to it as an example on how to conduct a workshop in the future.

Promotion of Friendship - The chapter hosts an alumni speaker outside of Initiation.

Building Better Men Retreat

Corey Mock came and talked to us about what makes a good leader. All of the exec positions were in attendance and learned a lot to help us out with recruitment and current standings for the NDSU chapter.

Diffusion of Liberal Culture - The chapter sponsors a minimum of two alumni and/or parents events such as Founders Day, Initiation, Parents' Day, Homecoming, etc.

Founders day and Initiation

We hosted Founders day and are soon to be having an Initiation event. We invited alumni and parents to both. October 17th is when we had Founders day and Dec 3 is when we will be having our Initiation.

Operational - The chapter maintains an up-to-date names list throughout the entire year and asks brothers for updates frequently. Please note this is not a roster, but a recruitment tool.

Names List

We recruited a friend group of 3 men to the chapter. We asked and encouraged them to bring their larger friend group to more events as the weeks went by, Because of their help, we extended an extra two bids this semester.

Development of Character - The chapter participates in a campus or community beautification/cleanup project.

Highway Cleanup

Most of the men from DU went to the highway that we have for adoption and spent our time cleaning it up. It took us a couple of hours and had a blast talking and building a connection with each other.

Promotion of Friendship - The chapter works with the local alumni board to create an ongoing alumni recognition program.

House Maintanence

This year the chapter has under gone a massive move for motivation on making the house a better place to live. So we keep into contact with the alumni board to help us out with some of the cost to sustain the houses condition. We currently tore off the base stripping and repainting three of the six upstairs rooms to prove our motivation to the alumni that we are looking for change. We now are asking to have these rooms refurnished and we presented all of this information to the alumni with costs and examples for the rooms. Our voices were heard for the most part and now we are putting int he effort, time, and communication needed to get this job done. In this way our ties with the alumni are not going unnoticed.

Operational - VP External Relations has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Document for Transition

Updated a document to inform the incoming member that is taking on the role of External Relations to follow in order to complete tasks on time and doing them well.

Promotion of Friendship - The chapter utilizes new members in the recruitment process. For example, asking new members to invite unaffiliated friends to recruitment events, sharing prospective names, etc.

New Member Help

We recruited a friend group of 3 men to the chapter. We asked and encouraged them to bring their larger friend group to more events as the weeks went by, Because of their help, we extended an extra two bids this semester.

Advancement of Justice - Each member participates in at least one service event sponsored by another Greek organization or campus group.

NDSU Cleanup

In this event a fraternity on campus was hosting an event to walk around campus grounds picking up garbage cleaning up the area. We walked around with garbage bags and gloves during this event provided by the fraternity.

Operational - All chapter members complete their online bio card through deltau.org.

Bio Cards

Cole has resubmmitted

Operational - The chapter conducts a recruitment skill set seminar.

Associate Member Recruitment Seminar

This seminar was to teach the associate members of the time how to recruit and why we should all be recruiting as a chapter. We talked about the four principles along with how to approach students who are non-affiliates and how to sell them Delta Upsilon as an organization.

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

If you scroll down to number 11 on our chapter minutes. weekly we have a slot for the Associate member class president to speak on behalf of their class on what they feel as though the strengths of the week were and the plans for the upcoming week so that the rest of the chapter is made aware of their plans. In this submission the Associate member class planed out their philanthropy to support Daniels kids a Not-for-profit that supports kids that are social services.

Promotion of Friendship - The chapter invites parents, faculty, staff and alumni to the Initiation Ceremony by written or electronic correspondence at least two weeks prior to ceremony.

invite to initiation

I sent out an Invite to all alum of our chapter and sororities over facebook. in addition i sent invitations to be sent to the chapters on our campus mailboxes

Operational - The chapter hosts a meeting where an overview of the Men of Merit Chapter Standards Program and an update on the chapter's progress is provided to 75% of the membership.

men of merit

After the Executive council visit from Nicole this past semester, we sat down as a chapter and reviewed all the standards that we were neglecting. from there we changed over positions of the chapter, to typing a response to our goals to improve CEP

Advancement of Justice - The chapter has a service event during recruitment in which potential members are invited to and attend.

Soup Kitchen Rush Event

The weekend after rush week, we were able to convince five potential new members to do a soup kitchen event with us that Saturday morning. We were in charge of managing foot traffic, cleaning tables, serving food, and handing out groceries to the less fortunate. The event went from 9am-1pm. I have attached a photo of the potential new members and I in front of the St. Francis Church where the soup kitchen was located.

Advancement of Justice - A chapter meeting is used to review parliamentary procedure and these procedures are used during chapter meetings.

Procedure review

Under the president there is the part where we reviewed the procedures

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Ritual book and Roll book

Picture of both books together

Advancement of Justice - A chapter meeting is used to review parliamentary procedure and these procedures are used during chapter meetings.

Procedure

Chapter agenda where we went over the procedures. Will see that the president brought it up and reviewed with us. (under president section)

Development of Character - Each member of the chapter is involved in at least one campus activity outside of the chapter.

Outside chapter activity

List of people who are in outside events

Operational - The chapter has updated its Constitution and By-laws in the past 18 months.

bylaws update

as a chapter, we sat down and reviewed the bylaws since there were so many copies floating around. we solidified the changes we wanted if there were any and put the date that we adopted those changes

Advancement of Justice - The chapter advertises to all potential members any financial scholarships available to members or new members.

McQuaid, Oak Circle, and GSI Scholarships

During rush week, events, and when having conversations with potential new members, the brothers and I like to bring up the McQuaid scholarship to entice those potentials to rush us. The one thousand dollar grant covers two semesters' worth of dues at our chapter. The Oak Circle scholarship is talked about when potentials ask about some short-term benefits that can come from joining a fraternity. The GSI scholarship is one we like to bring up because we constantly get questions about our philanthropy and what the brothers can do to get involved. I have seen these scholarships influence potentials to becoming interested in rushing our chapter.

Operational - The chapter has a standard meeting agenda that the President prepares each week prior to the beginning of chapter and Executive Board meetings.

Executive council meeting

Each week we meet as an executive council that prepares the agenda for the next chapter. In the past chapter was a little hectic and as we met as a chapter it would extend pretty long because as we meet it was basically the EC going over the things they wanted for the week. i sending a copy of our last chapter where we approved the agenda before our chapter that Sunday

Advancement of Justice - The chapter has an academic eligibility requirement for officer and voting written into the by-laws. They must be a minimum of 2.75 for officer and 2.5 for voting privileges.

Academic Advising Board

The attached document is the official set of by-laws for our chapter.||Beginning on page 7, in Article II, Section 7, the GPA standards of general chapter members are outlined.|On page 17, Article III, Section 16, the GPA standards and expectations of chapter officers are outlined.

Advancement of Justice - The chapter has an established judicial board that follows written policies and procedures for appropriate situations.

Advance of Justice

Our chapter has an established j-board in place that follows written policies and procedures. These rules and regulations are outlined within the bylaws of the chapter. The form I am submitting allows for members of the chapter body too refer someone to the board. The board consists of 5 current members of the fraternity. These members are not current members of the executive board. The board schedules and meets with offenders who have violated the code of conduct policy.

Diffusion of Liberal Culture - 50% of chapter members are in possession of a valid national passport.

Diffusion of Liberal Culture

A list of all members who own a passport and those who do not.

Development of Character - The chapter has a structured academic review committee that meets with all members not meeting the chapter minimum standards.

Academic Advising Board

The purpose, responsibilities, and nature of the academic advising board of our chapter of Delta Upsilon.

Operational - The Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Operational

The Pledging Ceremony took place on September 23, 2018 in Baker Center room 239. It took place on a Sunday before our regular scheduled chapter meeting. The ceremony was preformed as outlined in the ritual book. At the ceremony the associate members received their pledge pins and cornerstones. Attached I am submitting photos from the event.

Development of Character - The chapter has written and implemented an internal academic mentor program.

Academic Mentor Program

The attached file summarizes the academic mentor program we have instituted in our chapter and includes the weekly update progression sheet as an addendum.

Operational - The Initiation Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Operational

The Initiation ceremony was performed as outlined in the ritual book. It took place on November 20th, 2018 in Galbreath Chapel on College Green. They ceremony was preformed in front of of active brothers, parents, alumni, and faculty. Faculty present included Kristen Kardas, head of Sorority and Fraternity Life at Ohio University and Matt Rymand, IFC community representative at Ohio University. The ceremony lasted from about 1-2pm in the afternoon. I preformed the role of Marshal and Master, active brother Chris Markajohn served the role of examiner, and VP of Finance, Adam Boesinger served as Chaplain. Delivering the charge to the new members this year was alumni Matthew Streeter. Attached are photos from the event.

Operational - VP Academic Excellence has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Officer Transition Plan

Attached is the officer transition document. |-Within this transition document there is mention of a program that I wrote for the use of this chapter, however I am unable to submit that code here as it is not one of the accepted formats.

Advancement of Justice - The chapter directs members to campus tutoring and workshops/seminars.

Campus Resources

The members of our Academic Advising Board and the Academic Mentors are given a list of resources by the Vice President of Academic Excellence to recommend to brothers who are struggling academically. Among these resources include university held tutoring and academic seminars such as study skills and time management workshops, senior brothers, and group study sessions, to name a few.

Advancement of Justice - The chapter is involved in one women's rights issue or LGBT event (e.g. ""Take Back the Night,"" Safe Zone training).

Chapter is involved in one Women's Rights Issue or LGBT event. e.g. (""It could Happen to Anyone"")

This year I had the pleasure of taking members from our chapter to the ""It Could Happen to Anyone"" seminar. During this seminar we learned of sexual assault prevention and how to be a better bystander.||In Attendance:|-Scott Bindas|-Aaron Brandenburg |-Dylan Ball|-Max Moore|-Tyler Klein |

Development of Character - At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).

Development of character submission

We have a member of both our chapter and our executive board who is an appointed officer in the student senate. The member is Adam Boesinger who is also currently our vice president of loss prevention and finance. He is the vice commissioner of governmental affairs.

Advancement of Justice - A chapter meeting is used to review parliamentary procedure and these procedures are used during chapter meetings.

Parliamentary Procedure

Who presented: VP of Administration Connor Rigney|Who attended: Evan Abbott, Iain Abbott, Aaron Bell, Michael Gary, Jacob Herzog, Sam Lankie, Don Matthew, Joey Merkle, Griffin Mueller, Carl Nicolella, Kevin Patton, Hunter Phillips, Connor Rigney, Eli Rubenstein, Evan Shaw, Cameron Sloan, Andrew Trejo, and Joe Unger.|Overview of program: I gave a presentation that ran through the major tenets of parliamentary procedure, including the ""frequent flier"" things we use (voting procedure, call to question, point of order, etc.).|Feedback: Much of the feedback we got included wanting a run-through of what an ""ideal"" parliamentary-procedure utilizing chapter would be like.

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

Calendar

Attached is a zip.file of the chapter's calendar. It was presented in April 2018 and the final was distributed to membership on Aug. 20th, this semester's first chapter meeting.

Diffusion of Liberal Culture - The chapter catalogs and records individual member's inclusion in structured global experiences (i.e. university, fraternity, or faith-based sponsored service trip, study abroad, etc.; does not have to be international).

Global Experiences

https://docs.google.com/spreadsheets/d/18iBY64QOjCdMWrz4aVGygY23_aJ_dJq8mEmzcpsW5MQ/edit#gid=0|That is the Google Sheets document where we keep track of the Structured Global Experiences of membership.

Diffusion of Liberal Culture - 50% of chapter members are in possession of a valid national passport.

Passports

https://docs.google.com/spreadsheets/d/15xeSWE6HhLxEHcHUgpYhTaZcfrd3T7c7oRy4bPpO7gE/edit#gid=0|That is the document wherein we track who has a valid passport and who does not

Operational - VP Administration has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Transition Document

Attached is my transition document

Advancement of Justice - The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership.

CEP 1

At the beginning of the new member education process, this email was sent out to the parents of all of our associate members. In the email I introduced myself, explained my goals for the semester, and attached the new member education plan for my chapter. I also explained that I wanted to be as open as possible with them because of Delta Upsilons history of non secrecy.

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

CEP 2

I attached a screenshot of the email I sent to all of the associate members officially introducing myself and telling them the date time and place of Initiation.

Operational - The chapter follows the Fraternity-mandated Associate Member Education Program time period. This means Pledging to Initiation is no longer than 8 weeks (unless specific exemptions have been provided by IHQ).

Letter from Chapter Alumni Advisor

Attached is a letter from the chapter's Alumni Advisory Board validating that our AM process only spanned 8 weeks (9/29 - 12/1)

Promotion of Friendship - All Big Brothers participate in the Big Brother Orientation session as outlined within the Associate Member Education Program. Additionally, all Big Brothers create a calendar for the semester based on the outline in the Big Brother Guide.

Big Brother Orientation

Attached is an outline of the Big Brother Orientation workshop that was held for all big brothers this semester.

Operational - Receipts are required for any reimbursement to members who use personal funds for chapter supplies.

Reimbursement Policy

N/A

Advancement of Justice - The chapter has a written procedure for event management duty (sober monitors) and a written rotation which includes all chapter members.

2018 Fall Sober Duty Schedule

The brothers are selected in a following way:||Each non-exec brother is sober 1/7th of the time (2-3 duties per semester)|Each exec member is sober 1/5 of the time (3-4 duties)|Each Risk manager (President, LP, Risk Chair) are sober 1/3 of the time (8 or 9 duties)||All selections are random

Operational - VP Loss Prevention has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

2018 Fall Sober Duty Schedule

Attached is a document I have drafted fort a transition between positions.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Chapter Roll Book and Ritual Book are stored in a fireproof location.

Attached are pictures of our ritual book and roll book stored in their fireproof locations. As is evident, they are in good condition.

Development of Character - The chapter and its members follow Delta Upsilon Loss Prevention policies and procedures at any event where alcohol is present.

Adviser Verification letter

Attached is the letter signed by our adviser that states our chapter follows the Delta Upsilon Loss Prevention Policies

Development of Character - The chapter hosts a program relating to developing members' understanding of the larger financial issues of the world.

Programming

The last chapter we had a presentation on personal budgeting. This chapter had perfect attendance. It was given by Rumi Easter a recent graduate of the Rochester chapter. For the talk about larger financial issues in the world, he talked about a variety of financial products. This ranged from stocks, bonds, ETF, options, futures, forwards, IR swaps, and EQ swaps. He also gave a market update and why the market could be in a correction period. ||I think this event could have been better by not being so high level. He touched on a lot of good stuff, but I think it was a bit more complex then what is needed for the average person needs. It could have been improved by talking more about ways to get good exposure to the markets like Wealthfront, asset managers, or financial advisors. I think with these the biggest thing is knowing the fees and what their goals are. I think an overview of that would have been more beneficial.

Operational - The chapter actively pursues all accounts receivable, and total accounts receivable will not exceed 5% of the chapter's total income.

Reaching Out

I have attached a couple of communications with brothers that graduated, but still, owe dues. They are all in LegFi still, so they are getting periodic emails from the system telling them they owe money.

Development of Character - The chapter Executive Board has an executive retreat.

Executive Board Retreat Complete

Our executive board retreat took place this semester on August 27th from 11:00 am to around 2:30 pm. Unfortunately, we did not take a picture of the event.||Overview: Over the summer, routine executive board video chats were conducted to get ahead on plans for the semester (rush, philanthropy, brotherhood workshops, etc) and to keep everyone on the same page. Because of that, we were able to focus on bigger picture goals during our retreat. We went around and discussed each executive board member's goals for his position- giving each member collaborative feedback, additional goals, and suggestions. We then discussed as a group our goals for the chapter this semester as a whole- both what we wanted to accomplish as an executive board and the things the brotherhood had asked us to focus on in our fall semester. Since this was the second and final semester on exec for most members, the conversation also had a large focus on what we wanted our legacy to be as an executive board, what we wanted to focus on, and how we wanted to leave the chapter for the next executive board to take over.||Attendance: all executive board members plus our Chief Justice were present- John Billings (President), Alex Crowley (VPME), Oleg Demus (VPLP), Greg Harris (VPF), Will DeMaria (VPE), Liam Geffen (VPA), Iain Speece (VPR), Noel Vega (VPAE), and Aaron Smith (Chief Justice).||Feedback: each semester we do a brotherhood survey to gauge the chapter's interest in different goals we may have as an executive board and to get feedback on things we should focus on/do better at. This semester, we didn't get the results until after our executive board retreat but they would have been very helpful to discuss at the event. Next time, I would suggest that the executive board gets that feedback from the brotherhood by the end of the Spring semester so that it can be discussed at the Fall retreat.

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

Schedule of AM Process

Attached is a schedule of the AM process for the Fall 2018 semester (indicating the date of initiation- 12/1), which was given to Associate Members on the day of pinning, September 29th.

Operational - Two officer signatures are required on all checks written by the chapter and no chapter credit cards are in existence (debit cards are okay).

Account Situation

The chapter has not written any checks this semester due to the use of online payments. Additionally, we do not have a credit card. We are only using a debit card. I am unable to send in a copy of a check due to these constraints. Technically the Chapter does not have either checks or debit cards since we can't open a new account due to our lack of articles of confederation.

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

Associate Member Class President Chapter Report

Attached is a report made by the Associate Member Class President at a Chapter meeting on November 17.

Diffusion of Liberal Culture - The chapter submits a news update to the university newspaper on programming, philanthropies and overall chapter successes.

Newspaper Submission

The attached PDF was submitted to the campus newspaper.

Operational - Chapter financial information is advertised to potential new members during the recruitment process. This information should include associate member dues, initiation fees, housing fees, and member dues.

Advertisement of Chapter Finances

All brothers are informed at a chapter meeting at the end of each semester what amount is expected of them in terms of dues for the next semester. All other financial information about the chapter, including the entire budget and especially associate member dues, is discussed and agreed upon at that chapter meeting. Prior to open rush events at the beginning of each semester, brothers are reminded of this information, and to bring it up naturally with potential new members in their conversations. |

Operational - VP Finance develops a balanced budget for all expenses with 5% saved for emergency reserve, with the assistance of the Executive Board and the Alumni Treasurer.

Budget

The budget is listed below.

Advancement of Justice - The chapter advertises to all potential members any financial scholarships available to members or new members.

Advertisement of Financial Scholarships

While we did not hand out an informational form or flyer regarding our scholarship awards, every brother present at our open rush events this fall was informed about these scholarships, and made a point of explaining them to potential new members in attendance. We advertised to these potential new members that we have multiple scholarship options for brothers through our alumni gift account. |

Development of Character - 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.).

No Slush Fund

The chapter does not use funds for any of the prohibited items.

Development of Character - At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).

One brother is a member of Student Senate and the Class of 2021 Business Manager

Our brother Andrew Bailey is a senator for the student body and the class of 2021's business manager. In the senate he serves as a voice of the student body to school administration and addresses student's concerns about campus resources and transparency in University business. As business manager, Andrew manages the finances of the class of 2021's student programming board and assists the president in registering events.

Operational - VP External Relations has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Transition Document

The attached Word document details the tradition material for the next VPE

Promotion of Friendship - The Big Brother/Little Brother reveal is conducted in accordance with the guidelines within the Associate Member Education Program, DU Loss Prevention policies, and all other Fraternity policies.

Letter from Chapter Alumni Advisor

Attached is a letter from the chapter's alumni advisory board confirming that the Big/Little reveal was conducted in accordance with the guidelines outlined by DU international.

Operational - The chapter hosts a meeting where an overview of the Men of Merit Chapter Standards Program and an update on the chapter's progress is provided to 75% of the membership.

Men of Merit Overview Complete

As president, I gave an overview of the Men of Merit standards at our last chapter (11/17). The attendance sheet is attached. I gave an overview reiterating the Men of Merit requirements and updating the chapter on our progress on each one of them. I walked through the standards one by one and fielded questions from the chapter on each one. ||In the future, I would improve this event by holding it earlier in the semester so there is more time for the chapter to look ahead to where we need to put in effort to meet those goals (instead of mostly looking back at where we excelled or fell short this semester).

Diffusion of Liberal Culture - 50% of chapter members are in possession of a valid national passport.

At least 50% of chapter members are in possession of a valid national passport.

Brothers answered a survey asking them whether or not they are in possession of valid national passport. While the attached screen shot of the results of that survey was taken at 24 responses, as 22 responded yes, this is more than 50% of our brotherhood of 39.

Operational - Chapter has at least three outside facilitators conduct sessions for the Associate Member Education Program. Outside facilitators must be individuals from outside the chapter, such as faculty, staff, advisors, alumni or local community members.

AM Outside Facilitators

Attached is a document detailing outside facilitators that were brought in to lead educational sessions for Associate Members.

Development of Character - The chapter hosts a program per year with an alumnus or local resource on personal budgeting.

Programming

The last chapter we had a presentation on personal budgeting. This chapter had perfect attendance. It was given by Rumi Easter a recent graduate of the Rochester chapter. For the personal budgeting portion of this event, he went over a variety of things. The first is what financial analyst suggest a typical budget should look like. For example, spending 25-30% on housing 10-15% on transportation, and saving 5-10%. He also showed us useful apps like mint that can track spending easily. ||I think this could have been improved if everyone downloaded mint and saw what their current spending habits are. After this, it could have been interested to share them and talk about ways to improve that spending habits.

Operational - 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 VP Finance's report.

Promissory Notes

Below is a blank copy of our promissory note. Additionally, all members are on LegFi, which also has a promissory note function as well. Everyone has signed the LegFi one when they first log on to the system.

Operational - The families of all associate members and chapter members receive appropriate financial information regarding member/associate member dues, payments, initiation fees, housing fees (when applicable) and collection polices.

Communication

To communicate about financial information members use LegFi. LegFi will send updates on how much a member owes and members also forward that along to their families. Using this website they are able to communicate regularly.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Ritual and Roll Books

The procedure for the storing of the Ritual and Roll books is as follows:|- When not in use, the Ritual and Roll books are to be stored in a metallic lock-box in the basement (picture attached)|- Prior to executive meetings and rituals, the Vice-President of Administration is to retrieve the Ritual and Roll books and hand them off to the President|- After chapter meetings and rituals, the President hands off the Ritual and Roll books to the Vice-President of Administration, who then places them back in the lock-box

Operational - VP Administration has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Position Manual

Attached is the newly revised position manual for the position of Vice-President of Administration.

Advancement of Justice - A chapter meeting is used to review parliamentary procedure and these procedures are used during chapter meetings.

Parliamentary Procedure Seminar

On the 22nd of October, 2018, the I held a seminar directly after chapter meeting to educate the membership on the topic of parliamentary procedure. Attached are the slides used, and a list of those who were in attendance. The purpose of this seminar was primarily to instruct the new associate members, who were all in attendance, on parliamentary procedure.

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

Fall 2018 Calendar

The chapter utilizes a Google calendar to record and distribute information about all events. All major and most other events were scheduled and shared to the chapter by the 15th of August, 2018. The calendar has since been periodically updated.

Advancement of Justice - The chapter advertises to all potential members any financial scholarships available to members or new members.

Under UVA guidelines we participate in Recruitment during the Spring Semester

We participate in Spring Recruitment, but will update in the Spring following the recruitment period.

Promotion of Friendship - The chapter is involved in freshman orientation activities such as move-in day, activity fairs, etc.

Brothers helped move in Freshman on move-in day

Our Brothers helped move in Freshman during the move in process as part of being Residential Advisors and move-in helpers. Pictured is Brother Christian Jessup helping a Freshman student move-in on the first day. We continue to be involved with move-in based on the great experience we had as Freshman, and encourage brothers to continue to help.

Operational - 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 VP Finance's report.

Promissory Note Template

Here is our chapters template promissory note.

Diffusion of Liberal Culture - The chapter has a cultural event during recruitment in which potential new members are invited and attend.

UVA participates in Spring Recruitment, Exemption

We will update following the Spring Semester on Recruitment events.

Operational - VP Administration has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

VP Administration Key Responsibilities

Attached is a document detailing the key duties of the chapter's VP Administration.

Advancement of Justice - The chapter has a justice event during recruitment in which potential new members are invited and attend.

Under UVA guidelines, we participate in Spring Recruitment so we don't have any Fall plans

We don't participate in Fall Recruitment but will update in the Spring following Recruitment.

Operational - Chapter financial information is advertised to potential new members during the recruitment process. This information should include associate member dues, initiation fees, housing fees, and member dues.

UVA Participates in Spring Recruitment

We will update following Spring Recruitment on Recruitment events.

Operational - The chapter hosts a recruitment event where alumni are invited and attend.

UVA participates Spring Recruitment

UVA participates in Spring recruitment and we will update following Recruitment.

Advancement of Justice - The chapter has a service event during recruitment in which potential members are invited to and attend.

UVA participates in Spring Recruitment

Following the conclusion of Spring Recruitment, we will update on recruitment events.

Operational - The families of all associate members and chapter members receive appropriate financial information regarding member/associate member dues, payments, initiation fees, housing fees (when applicable) and collection polices.

Financial Information

This is the dues agreement shared with families and members.

Operational - Receipts are required for any reimbursement to members who use personal funds for chapter supplies.

Reimbursement form

Here is our chapters reimbursement form.

Operational - VP Academic Excellence has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Office of VP Academic Excellence Responsibilities

Attached is a document I put together after reviewing the feedback I was given for my first submission. In this document, it gives an outline as to what a typical semester looks like for the VP of Academic Excellence and Standards and the different responsibilities that go along with the position.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Roll and Ritual Books

Attached below is a picture of our chapter Roll Book. It is kept locked in our grad assistants room, where our grad assistant and chapter advisors have access to it.

Advancement of Justice - A chapter meeting is used to review parliamentary procedure and these procedures are used during chapter meetings.

Parliamentary Procedure

Attached below are two pictures. The first is the handout our chapter advisor Dave Maguire gave us to follow along during his presentation about parliamentary procedure. The second picture is a picture of Dave Maguire giving the presentation. He is also a certified in parliamentary procedure.

Operational - VP Administration has key responsibilities and a timeline of his duties outlined in a written (can be electronic) document to use for officer transition

Officer Responsibilities

Attached below is a file of all officer responsibilities. Each position is listed and gives in detail the key responsibilities of each officer.

Development of Character - The chapter maintains a recognition program for members' scholastic achievements (scholarships, great test/paper scores, GPA improvement, etc.) throughout the year.

Scholarship Award Night

Each semester we have an Academic Award night, where we give recognition to those members who exceeded academically the previous semester. Since taking over the position I have implemented a dinner to go along with the awards night. Attached below is a document showing each member of the chapter who received a certificate and which members received a scholarship. Also attached are the descriptions for each award honored. The last document that is attached has a couple photos of some of our scholarship winners with their respective plaques. Some feedback that I received from the event is to reach out to professors and invite them to come to our award nights. This was something that was mentioned to me several times and is a suggestion I plan on giving to my successor.

Development of Character - The chapter has a structured academic review committee that meets with all members not meeting the chapter minimum standards.

Academic Assistance

Attached below are the documents that we use to help regulate our academic committee and how we help those members not meeting the chapter minimum standards. We meet with those individuals who received a 2.7 the previous semester, or those who have an overall GPA below a 2.7, and we sit down and try to find out what is going on. Once we start to have an idea of what the individual's problem is, we then go over the Academic Agreement form, attached, and we ask what they think they should do and they tell them what we think they should do to improve academically. If the member does not meet the agreements that we agreed upon, we send them to Standards.

Advancement of Justice - Each member participates or attends at least one philanthropy event sponsored by another Greek organization or campus group.

Alpha Sync Battle

Brothers of Western Illinois Chapter participated in the Alpha Sync Battle hosted by Alpha Sigma Alpha. This was a philanthropy event. Brothers both participated in the actual battle and the rest of the brothers paid to watch the battle.

Diffusion of Liberal Culture - The chapter has at least 50% of members attend one cultural event on campus or in community.

Cultural Event

Brothers attending an Cultural Event on campus.

Development of Character - The chapter participates in a campus or community beautification/cleanup project.

Cleanup Project

Brothers participate in a Elting Street Clean Up at least two times a month.

Development of Character - Each member of the chapter is involved in at least one campus activity outside of the chapter.

Campus Involvement

Attached below is the campus involvement sheet for our chapter. It keeps track of all activities that members are involved in. Currently, every member of our chapter is involved with a club or activity on campus.

Diffusion of Liberal Culture - The chapter sponsors a minimum of two alumni and/or parents events such as Founders Day, Initiation, Parents' Day, Homecoming, etc.

Alumni and/or Parents

Delta Upsilon Western Illinois Chapter hosted parents and alumni days during Homecoming and Imitation.

Operational - 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 VP Finance's report.

Promissory Note

All members when they join sign a contract with OmegaFi our 3rd party billing service. A copy of the OmegaFi contract is attached. Any member who has a payment plan approved by the Financial Advisory Board signs an additional Promissory Note outlining the payment plan. A copy of the note is attached. Accounts receivable are announced as part of the finance report at each Chapter meeting and posted in the mail room.

Diffusion of Liberal Culture - The chapter submits a news update to the university newspaper on programming, philanthropies and overall chapter successes.

News Update

Brother Randy Larson submitted our 3rd Annual Haunted Trail to Western Illinois University News Articles. Here is the link ---->> http://www.wiu.edu/news/newsrelease.php?release_id=15878||

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

Chapter calendar

This is a screenshot of one month of our chapter calendar. Our calendar is a google calendar that all members have access to view. It gives times and locations of chapter meetings, E Board meetings, socials, members birthdays, and any other important events happening on campus.

Promotion of Friendship - The chapter attends two campus athletic events wearing letters.

Athletic Event

Brothers attended two Women's Basketball Game wearing letters.

Operational - Chapter submits chapter news to the IHQ communications team for the DU Quarterly by stated due date.

Quarterly Article

Attached is the News letter that I sent to IHQ for the Delta Upsilon Quarterly for the beginning of fall semester. We will be submitting another article for the winter one soon.

Advancement of Justice - The chapter hosts a philanthropy event to fundraise and bring awareness to the Global Service Initiative.

Philanthropy Event

Brothers hosted our 3rd Annually Haunted Trail on October 10th and 11th. We raised roughly $800. This event actually was really good compared to other years. For upcoming years we probably want to charge more since this was a successful events.

Operational - The chapter submits its most recent year's 990 form online to stay current with the IRS before the government and fraternity-mandated Nov. 15 deadline.

Chapter IRS Form 990-EZ

The Chapter submitted its IRS Form 990-EZ on November 7, 2018 for the fiscal year ending June 30, 2018. The form is mailed to the IRS therefore a confirmation page is not generated. A copy of the completed return is provided.

Promotion of Friendship - The chapter maintains an open ceremony for the Initiation of its members by having alumni, family, faculty and staff in attendance.

Openness

We have spoken to our associate members and discussed how their family members are invited as well as any other members of the community, two have expressed interest in bringing their parents and intend on doing so.

Development of Character - Each member of the chapter is involved in at least one campus activity outside of the chapter.

Campus Activity

Each member is involved with the Boys & Girls Club of London, which affiliates with the campus, where we all volunteer atleast once every 2 weeks.

Operational - The Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Pledge Initiation

We performed the rush to pledge initiation as detailed in the ritual book as well as we attempted to invite all alumni and friends, however because of the rushed timeline we were unable to send the emails out in time.

Development of Character - The chapter Executive Board has an executive retreat.

Retreat

During reading week, the week following Canadian thanksgiving, executives had a retreat to a members cottage in the Muskokas. It was hosted at Andrew Sarachmans cottage. All executives attended as well as a few brothers of the active chapter. We attempted to work roughly 3 hours each day on fraternity related documents and the rest of the time we spent bonding by taking part in cottage activities.

Operational - The chapter maintains an up-to-date names list throughout the entire year and asks brothers for updates frequently. Please note this is not a roster, but a recruitment tool.

Names List

Attached was the list we used for the previous Rush class with all the names being added between August-September. Unfortunately for organizational reasons we don not keep a long running list but we do create a new list for each rush period.

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

Master Calendar

A master calendar was created on Google Calendar prior to the beginning of the semester and was distributed on September 9th, 2018 to all active members in the organization.

Development of Character - The chapter has short- and long-term goals established for the semester.

Goals

The chapter has created short and long term goals. Short term being to grow the size of the membership, and continue to retain members. Our long term goal is being worked on by both the chapter and the alumni board. The goal is to raise funds in order to fix up and better the UWO chapter house. Our goal right now is to raise $200,000 from our alumni base.

Operational - The chapter hosts a meeting where an overview of the Men of Merit Chapter Standards Program and an update on the chapter's progress is provided to 75% of the membership.

Men of Merit

I hosted a meeting in which I explained our current men of merit position and what the chapter needs to do in order to improve and build our standards to a better level. As of right now we failed to meet the criteria or fell below minimum in most areas, we aim to achieve the highest level of satisfaction by year end.

Development of Character - At least 25% of all initiated members hold elected leadership positions in other campus organizations.

Leadership Positions

Jamie Keld - VP of Textbook for Change|Connor Martin - VP of Huron Sciences Student council|Kevin Cai - President of NEC |Mitchell Rising - Active Minds Western Secretary|Ruslan Matthews - Recuritment Head for Vegan Society of UWO|Dustin Michenzi - Treasurer of Breakdancing Club UWO|Sean Hawkins - President of Chess Club|Filip Livrinksi - VP Campus Relations of Croatian Club|Sunny Patel - VP of DECA U Western|Akshat Kaj - Member Development of Guitar Club|

Development of Character - At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).

Appointed Officer

Connor Martin - VP of Huron Sciences Student Council

Promotion of Friendship - The chapter invites parents, faculty, staff and alumni to the Initiation Ceremony by written or electronic correspondence at least two weeks prior to ceremony.

Invites

We used our emailing list to invite all alumni and friends of the chapter to the initiation of our pledges, as well as spoke at the AGM (Annual General Meeting) and discussed initiation being Sunday, November 25th.

Operational - The chapter conducts a recruitment skill set seminar.

Skill Set Seminar

With previous experience in both recruiting and sales I opted to lead the seminar myself. I mainly focused on what our main messages we were trying to get across to potential rush were as well as showing guys how to approach new people and start conversations. I also encouraged everyone to have multiple points ready regarding; why they joined DU, What the benefits were, and personal experiences in DU that reflect our principles. ||Attached is the list of names who attended.||Feedback for Improvement: The main response regarding improvement was the timing of the event. It was difficult to get guys out the week before recruitment as everyone is moving back to London at different points during the week so having it closer to rush week could work better.

Diffusion of Liberal Culture - The chapter catalogs and records individual member's inclusion in structured global experiences (i.e. university, fraternity, or faith-based sponsored service trip, study abroad, etc.; does not have to be international).

Global Experiences

Ryan McCauig - Trip to Dominican Republic to help rebuild homes|Alex Dalek and Michael Wickware - Trip to Jamaica for GSI|Matthew Owens - Trip to Mexico to help the less fortunate|William Wang - School Trip to the Netherlands|

Operational - Chapter financial information is advertised to potential new members during the recruitment process. This information should include associate member dues, initiation fees, housing fees, and member dues.

Financial Information

Attached is the document we sent to potential members regarding finances

Promotion of Friendship - The chapter utilizes new members in the recruitment process. For example, asking new members to invite unaffiliated friends to recruitment events, sharing prospective names, etc.

New Member Referrals

A google document spreadsheet was created as a referral sheet. We encouraged brothers to add the names of their friends that would be interested in joining our chapter as well as there contact information. Brothers were responsible for contacting their referrals to get them out to the first event however once they had come out once it was then my responsibility to keep all the names on our referral list informed and up to date.

Advancement of Justice - The chapter has an established judicial board that follows written policies and procedures for appropriate situations.

Judicial Board

The chapter has a judicial arm named the SAA(Sargeant at Arms) whose sole responsibility is to run judicial boards in order to settle disputes and appropriately punish brothers. They are to gather information on the incident at hand and create a board of 4 members who are impartial to the situation. Then they are to unbaisedly present and call witnesses to present to the board, the board decides the punishment and the SAA can only vote on a tie.

Operational - The Initiation Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Initiation

We have begun practicing to perform the AM initiation as detailed in the ritual book as well as have invited all alumni and friends to attend the ceremony.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

Security of Roll Book and Ritual Book

Both books are kept in a locked metal safe in the Presidential room, away from any heating units or areas where damages can occur.

Operational - The Ritual Team properly prepares and rehearses Ritual before Initiation.

Ritual Team

The ritual team consists of myself, Zach Hoskins, and Sebastian Heine, as well as a speech made by Sebastian. We begun practicing last week and are planning on meeting up again tonight to practice and prepare for initiation this Sunday.

Development of Character - The chapter hosts a program per year with an alumnus or local resource on personal budgeting.

Personal Budgeting

Alumni Joe Harris, who is an investment advisor with Worldsource Securities invites both active members and associate members to a 1 hour session in the DB Weldon Library on campus where he discusses personal budgeting, investing in the future as well as managing debt. After the session he answers any personal questions any of the members have. This year the session was attended by 8 active members and 5 associate members on October 27th, 2018.

Diffusion of Liberal Culture - 50% of chapter members are in possession of a valid national passport.

Valid Passport

Each member in the fraternity have a valid passport, excluding 5 members. Their names are as follows: Mitchell Rising, Dustin Michenzi, Micah Edwards, Filip Livrinksi and William Wang

Operational - The date of Initiation will be made clear at the beginning of the associate member period.

CEP Submission for ""The date of initiation will be made clear at the beginning of the associate member period.""

Attached are the minutes from September 16th, which was this semester' Induction. Clayton Cooper, our Ritual Chair, has in his report when Initiation is. This was announced to the chapter at the meeting, and since it was the first day of Associate Membership for the new Associate Members, this was at the very beginning of the AM period.

Advancement of Justice - The chapter directs members to campus tutoring and workshops/seminars.

CEP Submission for ""The chapter directs members to campus tutoring and workshops/seminars.""

See attached.

Operational - The chapter has updated its Constitution and By-laws in the past 18 months.

Chapter Excellence Plan submission for: The chapter has updated its Constitution and Bylaws in the past 18 months.

See attached.

Operational - The chapter has a standard meeting agenda that the President prepares each week prior to the beginning of chapter and Executive Board meetings.

CEP Submission for ""The chapter has a standard meeting agenda that the president prepares each week prior to the beginning of chapter and executive board meetings.""

See attached.

Development of Character - The chapter has written and implemented an internal academic mentor program.

CEP Submission for ""The chapter has written and implemented an internal academic mentor program.""

See attached.

Operational - All chapter members complete their online bio card through deltau.org.

CEP Submission for ""All chapter members complete their online bio card through delta.org.""

Kelsey confirmed with me that all Western Reserve DU's had filled out their bio cards. She did so when she visited the Western Reserve chapter November 12-13.

Operational - The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.

CEP Submission for ""The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.""

See attached.

Operational - The Ritual Team properly prepares and rehearses Ritual before Initiation.

Chapter Excellence Plan submission for The Ritual Team properly prepares and rehearses Ritual before initiation.

See attached.

Operational - Chapter submits chapter news to the IHQ communications team for the DU Quarterly by stated due date.

CEP Submission for ""Chapter submits chapter news to the IHQ communications team for the Quarterly.""

An email sent to Ashley Martin is attached with the Western Reserve Chapter's semesterly writeup for the Quarterly.

Diffusion of Liberal Culture - 50% of chapter members are in possession of a valid national passport.

CEP Submission for ""The chapter has at least 50% of its members in possession of a valid national passport.""

See attached.

Promotion of Friendship - The chapter invites parents, faculty, staff and alumni to the Initiation Ceremony by written or electronic correspondence at least two weeks prior to ceremony.

CEP Submission for ""The chapter invites parents, faculty, staff, and alumni to the Initiation Ceremony by written or electronic correspondence at least two weeks prior to ceremony.""

See attached.

Diffusion of Liberal Culture - The chapter hosts one night for all interested members to discuss pre-selected current social or cultural topics.

CEP Submission for ""The chapter hosts one night for all interested members to discuss pre-selected current social or cultural topics.""

See attached.

Advancement of Justice - The chapter is involved in one women's rights issue or LGBT event (e.g. ""Take Back the Night,"" Safe Zone training).

CEP Submission for ""The chapter is involved in one women's rights issue or LGBT event (e.g. ""Take Back the Night"",� Safe Zone training).

See attached.

Development of Character - Each member of the chapter is involved in at least one campus activity outside of the chapter.

CEP Submission for ""Each member of the chapter is involved in at least one campus activity outside of the chapter.""

See attached.

Diffusion of Liberal Culture - The chapter participates in a campus or community sponsored cultural event.

CEP Submission for ""The chapter participates in a campus or community sponsored cultural event.""

See attached.

Development of Character - At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).

CEP Submission for ""At least one chapter member is an elected or appointed officer in the congress or senate for student government (excludes IFC).""

See attached.

Advancement of Justice - The chapter has an academic eligibility requirement for officer and voting written into the by-laws. They must be a minimum of 2.75 for officer and 2.5 for voting privileges.

CEP Submission for ""The chapter has an academic eligibility requirement for officer and voting written into the by-laws. They must be a minimum of 2.75 for officer and 2.5 for voting privileges.""

See attached.

Diffusion of Liberal Culture - The chapter submits a news update to the university newspaper on programming, philanthropies and overall chapter successes.

CEP Submission for ""The chapter submits a news update to the university newspaper on programming, philanthropies, and overall chapter successes.""

The following link goes to an article in a daily CWRU publication describing the awards won by the Western Reserve chapter at the 2018 Delta Upsilon Leadership Institute: https://thedaily.case.edu/several-greek-life-organizations-members-recognized-national-award-ceremony/. More detail was submitted than what was published, including that the chapter raised over $3000 for GSI, but this was edited down and compiled with other Greek Life organizations' news.

Operational - 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 VP Finance's report.

CEP Submission for ""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 VP Finance's report.""

Promissory note is attached.

Operational - Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.

CEP Submission for ""Associate members attend chapter meetings and the associate member class president gives a report at these chapter meetings.""

Minutes from 10/14 are attached. Associate Member Class President Zach Perlo can be seen as giving his report as a part of the report of the Vice President of Member Education, Jackson Nelson-Gal.

Operational - The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.

CEP Submission for ""The chapter creates a master calendar, which includes all chapter events and campus cultural events, and distributes (can be electronically) to all members by the first week of classes.""

Attached you will find sample screenshots from the master chapter calendar. All brothers in the chapter have access to this calendar by default through their cwrudeltau.org email addresses and the importance of the calendar was reemphasized at the first chapter meeting of the semester, as usual. This chapter meeting was prior to the first day of class (8/26/18.)

Operational - The Initiation Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Chapter Excellence Plan submission for ""The Initiation Ceremony is performed as outlined in the Delta Upsilon Ritual Book.""

See attached.

Operational - The Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

Chapter Excellence Plan submission for ""The Associate Member Pinning Ceremony is performed as outlined in the Delta Upsilon Ritual Book.""

See attached.

Diffusion of Liberal Culture - The chapter hosts a university professional to lead a discussion in his/her area of expertise.

CEP Submission for ""The chapter has a university professional lead a discussion in their area of expertise.""

See attached.