CEP LEADER BOARD

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

Newsletter

Attached is a copy of our newsletter for the term which was sent to all alumni and actives, as well as to their families.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Delta Upsilon Alberta hosted ""Rush Stag' on September 26th, 2018 . This is an annual event, where alumni/actives/potential new members mix, network, and connect. It is a Banquet style event, with a formal dinner and award ceremony for active member academic awards and the high school new member scholarship. The following notable DU Alberta alumni attended: Robert Opara... Allan Warrack... Don Edgar... Jeff Fillmore... Anthony Pangilinan... Mike Spelliscy... Ben Wright... Tim Schneider... Ian Dalsin... Andrew Mcready... Muntaka Shah...Todd Van Vliet... Mark Parsons... Chris Samuel... Tim Spelliscy... Shad Thevenaz... Jim Webb... Mark Tanasichuk... Bill Sharun... Jd Roth... Joel Brochu... Nathan Booth... Salim Rajwani... Adam cook Joe Henke... Gary Killips... Andy Hopkins... Yushan Huang... Ken Lucki... Andrew Fisher... Ian Murray... Jim Lietch... Wade Wesolowsky... Dan Tanasichuk... Todd Walsh... Cam Nattress... Dave Howatt... Thomas Dang... Dave Consorada... Rick Rintoul... Isaac Watson... Bruce Alton... Patrick Bieleny... Ron Helmhold. This event is very well received and a highlight of the recruitment season. Please find attached some photos of the event.

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

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

Attached is a snip of an email confirming our attendance at our university's clubs fair, as well as an image of our member's participation in orientation day. Matt Giroux and Omar Amin were both leaders during orientation (they are the two gentlemen on the right of the image).

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 Document

Attached document has an example event procedure with clear scheduling, instructions, and

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

Attached is the Invitation. This invitation is sent to the attached list of alumni which we send our newsletter to (I have removed emails for the sake of privacy). The news letter was sent out December 5th.The associates all each get a printed copy to invite their parents as well, this copy was given December 3rd. This invitation is also sent by email to the Dean of Students staff who over see Greek Life at the U of A and also sent to the Inter Fraternal Council Executive and Chapter Representatives so that they may bear witnesses. These emails were sent Dec 12th.

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 time period

The Associate Member Education (AME) program ran no longer than 8 weeks (Running from early mid November, and Initiations planned to happen on January 11 and 12th) ||Attached is the Alumni Advisor verification of our AME program running on a timely manner.

Operational - The chapter conducts a recruitment skill set seminar.

Operational - The chapter conducts a recruitment skill set seminar.

On the 17th of August, at the Alberta Chapter retreat, I conducted a recruitment seminar on how to reach our target audience and the mission statement of our next recruitment cycle. The workshop really helped the chapter gain a collective understanding of why we want to recruit and how we can be more charismatic when recruiting. Had this workshop not been held, the recruitment skills would not have been as honed. Other monthly recruitment skills and organization meetings were held over the previous summer months.

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

Associate member retreat (substance free)

Upon the associate members induction, the following day (September 12th) the new members met at the house to introduce and formally get acquainted with their fellow new members. The New Member Ed. was also present, introducing himself and his new member executive board. This event went well as it was an icebreaker. |

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

All Member s who took littles were present for the Orientation session and we went over the role of being a good big brother as outlined in the facilitation guide and AME program. After the Q and A we worked towards helping each of the new Big Brothers outline the remainder of the AME program.

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

VP Administration - Student Government

Attached is a description of the position held by one of our members, Daniel Kim. He acts as the faculty counselor for the faculty of Kinesiology, Sports and Recreation.

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 Little Reveal

Big Little Reveal was on October 24th at DU Alberta. This was after official meeting had been closed, but immediately following so as not to lose everyone. In attendance for Actives was (as per meeting minute attendance): Adam Belovich, Scott Alton, Hunter Boyer, Ivan, Kyle Daniels, Cameron Kennedy, Christian Fotang, Ahmed, Sher, (i.e., all Associates) Everything went quite smoothly. Can't say there were any major points that need improvement. Was important to let everyone know they should wear a pin, and thus a dress shirt, but otherwise, went off without a hitch! I have attached a photo of me (VP Member Ed) with my little, Christian Fotang. Unfortunately we did not get a photo of the entire group.

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 Ed Transition Document

Attached is a transition document created for the next membership education VP

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.

Operational - The chapter maintains an up-to-date names list throughout the entire year and asks brothers for updates frequently.

Attached is a copy of our names list for Rush 2018.

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

Parent Package for Associate Members

Attached is a copy of the ""Parent Package"" we send out with our bids to Potential new members, before they become associate members. It provides an overview of what can be expected with membership in the Alberta Chapter, as well as some fast facts about our chapter and the international fraternity.

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.

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 use of chapter funds for alcohol

Contains a letter from the alumni board confirming no funds were used to purchase alcohol

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

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

This package contains info on Scholarships

Operational - The chapter conducts a recruitment skill set seminar.

Operational - The chapter conducts a recruitment skill set seminar.

Attached is a document of notes for our 2018 summer retreat where I conducted a recruitment skill set seminar for our chapter.

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

Loss Prevention Discussion

Attached document has the discussion of LP policies with chapter attendance and content included.

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 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.

Operational - Chapter financial information is advertised to potential new members during the recruitment process.

Attached is a document that outlines chapter financial commitment for the 2018-2019 school year. Please follow up if there is any necessary clarification for the contents of the document.

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.

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

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

The following is our minimum standards / eligibility criteria for PNMs. Also included is our guidelines for selecting PNMs to bid and a copy of our bidding procedure.

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 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 Review

The Men of Merit Review was conducted November 5th under direction of the President, Brandon. This following document was distributed to all members. We went over our status as of last year using the LI report and then the goals for the future. One way to improve this event would to be to photocopy our results from last year so all the actives and associates could see how we did; we only had one sheet. We could also maybe could hook up a projector in the future to display the website.

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

DU Alberta has a academic review committee consisting of the VP Academic, VP Finance, VP Member Education, and Member at Large. This committee follows the guidelines in our academic policy that is attached. This policy is aimed at making sure active and associate members meet the minimum academic standards required by our constitution. This policy has worked well in making sure people put the required effort towards their schooling and has resulted in the Alberta Chapter consistently being ranked as the highest GPA fraternities on campus.

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

VP Administration - Member Profiles

Attached is a document stating that all members have completed their member profiles. This claim cannot be substantiated at the moment, and I was instructed to state that I believed all profiles were done, and that it would looked into by Kelsey.

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

Pledging Ceremony

Document to describe Pledging Ceremony. Unfortunately, we do not have a photo as we simply forgot to take one, my apologies. The ceremony took place October 15th, at 6 pm in the chapter house.

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

Short and Long Term Goals

The short and long term goals document was re-visted by exec and actives. Comments and updates were made.

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

Initiation Practice

Practice is scheduled for January 7th for all concerned parties. See attached document.

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

Summer Exec Retreat

A summer retreat took place with exec focusing on the goals and ideas set out in the last retreat in winter.

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

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

Some of our members invited our PNMS to go with them to Delta Gamma's Anchor Splash philanthropy event. The boys had a great time and ended up placing

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

Contains a copy of the promissory note template

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.

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.

Attached is a series of documents that we hand out to each potential new member that describe the benefits of membership with Delta Upsilon.

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).

Signing authority

includes a cheque demonstrating the use of two signatures.

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

Alumni Speaker Fall 2018

This term, we had one of our recent alumni attending medical school in during a meeting to talk about some studying tips during midterms and finals. Monty gave us some great tips using his insight as a successful student (and his knowledge surrounding human health).

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

Substance Free Retreat

The Alberta Chapter held our yearly Recruitment Retreat on August 24th. Attached is the schedule and planning document for the event. During the day, activities ranged from planning for recruitment, to presenting and voting on the budget, to an Initiation ceremony, to full Chapter sports, to cooking. We had originally scheduled for Friday through Sunday, but due to scheduling conflicts with the cabin owner, Friday had to be cancelled. We also tried to have our Alumni VP Recruitment James K. attend part of the Retreat that focused on our recruitment strategy but unfortunately, James had a work conflict. More time would have been nice, but the shorter time span was sufficient to complete everything we had planned for, and in many ways, sped up the meetings and increased productivity. Missing James was a hit as he brings amazing energy and expertise into selling DU and growing the Chapter. NOTE: The attached document has had the address redacted for privacy.|

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

VP Administration - Parliamentary Procedures

Attached is the document that was used during the meeting that reviewed parliamentary procedure. This document was used in conjunction with two power points that are accessible to all members of the chapter.

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

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

For Recruitment this season, with the help of our Alumni, a few dedicated DUs created a brand new website for Alberta. http://www.dualberta.ca/ The Recruitment schedule and link to the website was also posted on our public Facebook page. https://www.facebook.com/dualberta/?fref=ts Instagram has a few posts in early September as well. https://www.instagram.com/dualberta/

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

Associate members at meetings

Attached is the meeting minutes for Nov 05, 2018. Hunter Boyer, the Associate Member Class President gave a short report and is outlined in bold at the very end of the minutes.

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

VP Administration - Member Leadership

Attached is a file explaining some of the leadership positions that are held, as well as a list of all the leadership positions. Chapter members hold 9 leadership positions, exceeding the minimum of 8.25 (25% of chapter).

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 - Officer Transition

Attached is the officer transition document, which is used to help supplement an in-person transition with the incoming VP Administration.

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

Philanthropy Attendance

The Alberta Chapter prides itself on obtaining as much attendance as possible to philanthropies put on by other Greek Organizations. This term, we all attended Delta Gamma's annual Anchor Splash. Throughout the week, actives got the chance to compete in fun events while raising money for a great cause. The pictures included are some of the guys at the pool day event on the last day.

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

Officer Transition Document

Attached is the transition document I provided for my successor, Zachary Olsen.

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.

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 bylaws.

The following document is our eligibility criteria/guidelines for extending PNM bid cards as well as a written copy of our bidding procedure.

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

VP Administration - Member Profiles

Recently submitted this with the document included stating VP Member Education in it. I have changed this to reflect that it is in fact VP Administration

Development of Character - The chapter has a written procedure for supporting members who show signs of drug abuse, mental health issues, financial issues or alcohol abuse, with referral to campus/community resources as part of the program.

DU Alberta written procedure for supporting members who show various signs of drug abuse, mental health issues, financial issues or alcohol abuse, with referral to campus/community resources as part of the program.

Attached is Alberta's support guide for drug, mental health, financial, alcohol, etc|

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

VP Administration - Passports

Attached is a list of members of the chapter, including whether or not they have a valid passport, and if it is expired.

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

Reimbursment policy

Contains a copy of the chapter reimbursement policy

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).

VP Administration - Global Experiences

Attached is a document of the global experience trips that members of the chapter have undertaken, and where those trips were.

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

Initiation date communication

Attached is an image of the facebook group chat communication of the initiation date

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

Update for School Newspaper

The Alberta chapter sent an update in the form of our newsletter to the Gateway, our local University Publication. The newsletter makes mention of our philanthropies, programming, and overall chapter successes.

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

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

During rush 2018, some members of our chapter took our PNMs for an ethnic dining experience, so that they could experience the food and customs of another culture. An image of the event is attached for reference.

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

Initiation Schedule

Initiations is scheduled for Jan 12th as tradition close to our original date at the original house, the Rutherford House. The attached schedule will be followed as reservations and payments have been made. As this event hasn't happened yet, there are no photos to attach.

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

Chapter Review Board

A description of the CRB Board and summary of cases heard this year at the bottom of the document

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.

Associate member family information

Contains a copy of the associate member financial document

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

VP Administration - Campus Activity

Attached is a list of all members of the chapter, including the campus activity that each member participates in. All members of the chapter participate in at least activity on campus.

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 - 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.

3 outside facilitators

Attached is a document that provides an overview of the three outside facilitators that we had this semester.

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

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

Our previous rush class invited some potential new members to donate blood during rush! When some of their friends heard about the opportunity, they jumped on the opportunity to give back. Attached are pictures from the event.

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

Executive Retreat, Winter Semester

In January 2019, the Alberta Chapter's Executive Board held an executive retreat at Lac St Anne, Alberta. One of the executives offered up his cabin for the workspace for the two days. The executives gathered to discuss the upcoming semester, their goals, and what changes they would like to see in the future. The picture shows the executive in the middle of the meeting. This was a useful tool for setting a general standard for the executive to uphold and to share with the rest of the active chapter.

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

Induction

We inducted 11 new members this year. ||-The Associate New Members are called in|-The Active Chapter Sings Hail Delta Upsilon|-President Ethan Enneking reads the Ceremony from the Ritual Book|-Reading of the Honor Code By Associate Member Educator, Fresh Sekung|-Recruitment Chair Long Nguyen asks them if they accept and sign|-The Associate New Members walk back to their seat for meeting and the Active Chapter sings Hail Delta Upsilon |

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

Homecoming

Brothers Hernandez and Ndlovu ran for homecoming king while intermixing their tabling events, speeches, and interviews heavily with Delta Upsilon material. They spoke about our philanthropic efforts, events, and our accolades as a chapter; material which was then published in multiple ways in our university newspaper. Brother Ndlovu also won homecoming king, a fantastic accomplishment for him as a brother and for the chapter as a whole.||http://www.theshorthorn.com/news/new-king-queen-crowned-during-uta-s-homecoming-game/article_1dc14be2-e564-11e8-a7eb-87631f15123e.html

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.

Delta Upsilon at Arlington Fall 2018 Calendar

All the Events we had for Delta Upsilon, Everybody has access to the calendar and presented at meeting to talk about week events. Only VP Admin and President can edit the Calendar

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

Operational Fall 2018 Initiation Date

The Ritual Chair, Michael Hoofard, provided the date of Initiation for the new members and is documented in the minutes

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

We got a confirmation for IRS 990 form on 11/15

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

Operational Fall 2018

Associate members attend meetings as provided in the Minutes and provided updates on their fundraiser. ANM's attend weekly meetings, along with the active chapter.|

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).

Two Signatures

We use frost bank and have one checking account. There is no chapter credit cards. We have one debit card for the treasurer and use a checkbook with the president and treasurer signatures on it.

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.

Brotherhood Retreat

The chapter hosted a brotherhood Retreat on 10/06 to 10/08. The location of retreat was held at San Angelo State Park due to providing the capacity space for the chapter. The remaining information is provided in the attached document.

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

Parent/Alumni Newsletter

File attached

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

Mother Ducker

Explanation of Program written for Event management.

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/Little Brother Reveal

The Big Brother/Little Brother reveal took place at retreat on 10/06. The remaining information is provided in the attached document.

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

Tri-Delt DHOP and AXO Casino Night

We attended both Alpha Chi Omega's 'Casino Night' benefitting SafeHaven and Delta Delta Delta's Pancake Philanthropy Event benefiting St. Jude's:||-DHOP||Jaime Gomez|Jose Medina|Anthony Causey II|Ethan Enneking|Jake Heinen|Jacob Hubener|Andy Rolen|Jacob Goebel|David Kaurin|Ruben Manzano|Mickale Wesson|Aaron Freedenfeld|James Kazen|Deep Khadka|Dustin Krahn|Robert King|Jibraan Nawaz|Cody Simmons|Alexander Stagner|William Tao||-Casino Night||Jaime Gomez|Fresh Sekung|Jake Heinen|Michael Hoofard|Jacob Hubener|Eric Levi|Tatenda Ndlovu|Josh Mendoza|Long Nguyen|Dustin Krahn|Mickale Wesson|James Kazen|Deep Khadka|Robert King|Jibraan Nawaz|Cody Simmons|William Tao||Dates: DHOP - 25 October AXO Casino Night - 2 November

Advancement of Justice - The chapter has a speaker present on and discuss sexual assault prevention with at least 75% of the chapter membership.

Sexual Assault prevention Speaker

We had Ms. Elizabeth Brown come and speak to us about Sexual Assault. How it happens, what leads up to it, Preventing it, and recognizing scenarios that can lead to incidents.

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

Recognition Program

Excerpt from bylaws:|Article VI- Section 08 - ���The active with the highest GPA at the end of each semester will be awarded the Kent Schnable Memorial scholarship worth $50 to be credited to that member's accounts receivable in addition to any credits he earned based on the scholarship points. The minimum GPA for this scholarship is a 3.25 and the active must complete 12 hours. Also, two Patrick Gale Memorial Scholarships worth $25 shall be awarded to two member's accounts receivable who obtain the most improved GPA over the last two semesters. Both semesters GPAs must be above a 2.25, the improvement must be at least a .75 difference, and the member must take at least 12 hours both semesters. If no (or only 1) member(s) meet the requirements, the Patrick Gale Memorial Scholarship(s) will be awarded to the members with the second and third highest semester GPA.|Article VI- Section 09 ���- A new initiate that has accumulated the highest GPA during his pledge semester will be awarded the Stacy Farmer Memorial Scholarship worth $200 to reimburse the member for his initiation fee. To qualify, the new initiate must have completed a minimum of 12 hours that semester and have scored no less than a 3.25 GPA.||Awards this last semester|Kent Schnable Memorial scholarship: Jaime Gomez|Patrick Gale Memorial scholarship: Andy Rolen, Ruben Manzano, Ethan Enneking||Our recognition system could possibly be improved in the future with the addition of more frequent but smaller incentives to succeed academically. ||

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

Initiation Procedure

We preformed it as in the ritual book. We initiated 10 new members. ||-We meet in the top floor of LoneStar Room in the MAC at 4 pm on 11/10/18|-Have a table at the front with the roll book open and chairs for the speakers|-Read Rite I as in the ritual book|-Each Associate Member signs the Roll Book|-All Associate Members move to the stage in a different room where the families, friends, and loved ones can see them|-Read Rite II as in Ritual book|-In Rite II, the members will repeat after the candidates and given badges when indicated|-Alumni will lead the charge|-All sing Hail, Delta Upsilon|-Announcements |-Pictures with loved ones|

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

Delta Upsilon of Arlington: Members with Possession of a Passport

Members who have a Passport

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.

Parent's Day and Initiation

-Parent and Alumni Day went very well, it turned into a very large event hosted at a brother's house with almost all of the chapter's parents in attendance.|-Initiation went very well too this semester. We had a fantastic alumni speaker and a great turnout.|

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

Overcoming Procrastination

Our own alumni advisor, Darrell Halloway, gave a rousing talk to the chapter at meeting about determination and beating procrastination. He spoke on ways to limit procrastination as well as tips to further success. The main statement of the talk was 'Do it today, not tomorrow.'

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

Reimbursement

Here is our reimbursement policy.

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

Exec Retreat

Attached is the exec retreat minutes. We can improve by taking photos and more detailed minutes. We can invite alumni even in the fall to discuss possible house options.

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

President Manual

The president manual was updated this month.

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

Attached is our procedures for the Academic Review Committee.

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

Minutes and agenda

Attached includes:||1) Agenda Template from August|2) Copy of minutes from October

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

Tatenda Ndlovu is the only member on a payment plan. Here is our template.

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

JBOARD

We have not had any Judicial board hearing this semester thus far. The procedure we follow:||1) A member is accused of something|2) A different member fills out the complaint form attached|3) Chief Justice reviews and decides if the violation requires a hearing|4) The member is sent the notice that is attached below|5) In the hearing we follow the J-board guidelines in the on the official website. This guidelines are attached below.||VP ME > Jboard > Expulsion hearing|VP ME > Jboard > Complaint form|VP ME > Jboard > Guidelines

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

Delta Upsilon Online Bio

Everybody has done it

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

At meeting we talked about Men of Merit Chapter Standards. We explained the 11 parts as well as each aspiration, expectation, and minimum. The 11 are listed below.||1 CHAPTER EXCELLENCE PLAN|2 CHAPTER GPA |3 PROGRAM ATTENDANCE|4 SERVICE |5 PHILANTHROPY |6 MEMBERSHIP |7 ASSOCIATE MEMBER EDUCATION |8 LOSS PREVENTION|9 ADVISORY SUPPORT|10 LEARNING ASSESSMENT |11 ACCOUNTS RECEIVABLE||Attached is the Minutes from the September 9th meeting where we explained this in discussion.|

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

Delta Upsilon at The University of Texas at Arlington Roll Book and Ritual Books Safe-Keep Procedure

Roll Book and Ritual Book kept at Frost Bank safe

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

Rehearsal for initiation

When practicing, the Ritual Team (Michael Hoofard, David Kaurin, and Tony Medina) met in the lonestar room an hour before initiation started. They were instructed where they would be preforming rite I, where to instruct the new members to walk, and practice the lines out of the ritual book. They then were walked into the lonestar stage room as the initiates will be later, and practiced the routine and lines of Rite II. They then met with the alumni preforming the charge to see if he was prepared.|

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

Freshmen orientation

On the 10th of June , Brother Fresh, Jacob, and Long attended the freshmen orientation. We attended the overnight activities UTA provided to the incoming freshmen where they would stay overnight. Fraternities and Sororities are invited to come attend the session and participate in group activities such as charades and board games. The day after, we attend the freshmen activity fair where we attempted to recruit and talk to incoming freshmen about scholarship opportunities and benefits in joining Delta Upsilon.

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 PR Transitions

File attached

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

Bylaws

Updated on 02/25/18

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.

Officer Manual

Here is the treasurer manual we pass down year to year.

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.

Invitation to initiation

Here is email proof of who we invited.

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's Financial information

Th e file uploaded below breaks down the cost of rushing and pledging for that semester.

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

Academic Mentor Program

Academic Mentor Program|Our academic mentor program first starts with identifying members in the chapter who are succeeding academically. They are then asked if they would like to become a mentor to a member who is struggling academically. These people who have volunteered are then paired up with members who are struggling based on major and likelihood to cooperate. The VP of Academic Excellence is encouraged to get assistance from the mentors, those struggling, and other brothers to determine who is paired up with whom in order to make the best decision. Once the pairs are created, they are encouraged to study together. The person struggling is told that this mentor is who they can turn to if they need help academically, whether it be in a particular class or to improve their general study habits. The mentor has the responsibility of checking in on the person they are paired with and has the responsibility of keeping them accountable. The mentor should also periodically check in with the VP Academics to inform him on their brother's progress. This system could be improved by having more specific and detailed responsibilities for what specifically the mentors need to do. |

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

We inform the families of our new members and members about our specific price of membership dues verbally at our 2 events that they come to each semester: initiation and parent's day. Here are the email invitations to each event.

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

NPHC Probate

-We attended the National Panhellenic sorority Delta Alpha Sigma's probate initiation ceremony on 28 November. The ceremony was a very cool experience, offering insight into the NPH council's initiation process while also allowing us to make connections with the sisters of Delta Alpha Sigma themselves.||Brothers who attended:||Jaime Gomez|Fresh Sekung|Anthony Causey II|Ethan Enneking|Jacob Goebel|Eric Levi|Tatenda Ndlovu|Andy Rolen|Ruben Manzano|Josh Mendoza|Long Nguyen|Aaron Freedenfeld|Deep Khadka|Robert King|Jibraan Nawaz|Cody Simmons|William Tao|

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

Alcohol free

The files uploaded below is a letter from our Alumni adviser stating that all of our recruitment events were alcohol free. The other file is the our rush week schedule.

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 in potential new members to recruit more members

We had a brother in the fraternity who was initiated this semester. He started hanging out with the fraternity starting the fall of 2017 but could not rushed due to grades. He was able to rush this semester, however, and was a great help in recruiting. With his comfort in the fraternity and outgoing personality, he made friends with the guys who were on the edge about rushing us and another fraternity and was able to convince them to rush Delta Upsilon. Without his help, the security of those guys would not be as set as it would. With that, it caused a chain reaction as the guys who were on the edge began to invite their friends to our events thus increasing Associate new member's class.

Development of Character - The chapter hosts a speaker from the academic resource center regarding academic workshops/seminars and tutoring offerings on campus.

Academic Resource Center Speaker

Speaker's Name: Jenna Sundholm|Date of event: 09/06/2018||Our chapter hosted a speaker from our university's academic resource center, the Lockheed Martin Career Development Center. The speaker spoke mainly about the offerings that the Lockheed Martin Career. They offered mock interviews, resume building seminars and workshops, among many other resources. Several members attended, and a few associate new members attended as well. Pictured in the photo from left to right are: Tatenda Ndlovu, Jenna Sundholm, Fresh Sekung, Aaron Freedenfeld, Long Nguyen, Dustin Krahn, Ruben Manzano, Anthony Causey, Jacob Goebel, and David Kaurin. This event could be improved in the future with a little higher attendance. The presentation was excellent, really very informative and everyone that came was glad that they did. |

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

Recruitment manual

The file below is the recruitment manual. It lists the key responsibilities of the recruitment chair and the chapter's responsibilities in recruiting.

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

Extension of bids

In Article III Section 02, the bylaw states the appropriate procedures on the extension of bids.

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

Tutoring/workshop Direction

List of tutoring services, workshops, and seminars:|IEEE tutoring offered in Nedderman Hall|Free official UTA TutorTrac tutoring. |Lockheed Martin Career Development Center MavMentors |Lockheed Martin Career Development Center Mock Interviews|Lockheed Martin Career Development Center Hiring events|Lockheed Martin Career Development Center Resume Reviewing events|Lockheed Martin Career Development Center general career based drop in consultations |UTA Ideas Center Services ||Members are directed to these services during meeting and through GroupMe announcements. Our system could also be improved by having a master list of all tutoring services that could be referenced at any time. |

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

Scholarship opportunities

On page 3/16, we provide scholarship opportunities to new members and brothers who excel academically.

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.

PNMS list

The files uploaded below list potential new members for the fall and spring. It doesn't contain when they were added to the list but majority of the fall list were recruited in the summer of 2018.

Operational - The chapter maintains an active recruitment committee with written committee goals and written individual goals.

Recruitment committee and goals

The file uploaded below consists of my goals coming into the fall Semester. In addition, I had 5 brothers who assisted the recruitment process and was on the recruitment committee. These 5 brothers were Anthony Causey II, Eric Levi, Ethan Enneking, Fresh Sekung, and Jacob Goebel.

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 Eligibility Requirements

Article IV: Section 4, Subsection A: ""Anyone running for an executive officer position must have a 2.75 overall GPA at the time of elections."" ||Article VI: Section 2: ""Members on academic probation will retain the right to vote unless their GPA is below a 2.50."" ||Attached is a copy of the bylaws in which these were excerpted from.

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

Service event at Mission Arlington

On the 3rd of September, the Arlington chapter decided to head to Mission Arlington along with 5 potential new members to help out the community. We recorded 2 hours of community service each but it taught the new members the importance of volunteering and it brought them closer to the chapter than before. In the future, I would like to see the attendance of brothers increase as only 8/19 active members showed up.

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

VPLP transition Docment

Written document of LP tools and responsibilities.

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

We never used chapter funds to purchase alcohol.

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

Social Media

https://www.instagram.com/p/BnyuJ8UH8Fg/. This is a link to our instagram page with a post regarding recruitment. Our last post regarding recruitment was on the 16th of September --https://www.instagram.com/p/BnzsWN0nD_C/.

Operational - The chapter conducts a recruitment skill set seminar.

Recruitment Seminar

Over the summer, the VP of recruitment and the recruitment committee hosted a recruitment seminar to brothers that were in town over the summer. This prepared brothers for the upcoming fall when recruiting incoming freshmen. One thing to improve on was the motivation in the chapter. Coming from the spring semester, most brothers were devastated to see the number of the chapter. This decreased the attendance of brothers on events and meetings.

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

Executive officer Goals

Short and Long term goals were discussed at our executive retreat before the semester started. We also talked about these at multiple executive meetings. Below is a list of our goals and how to reach our goals.||Long-Term|-Growing the Chapter by 20%|-Year round recruitment|-Better Retention through better academics|-Become a sweepstakes finalist|-Become a smooth running chapter|||Short Term|-Get a central location to hang out with brothers on campus (we have no house)|-Find a house|-Plan everything at the beginning of the semester|-Get above minimum on all men of merit and set a standard for future exec boards|

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

Oozeball and Basketball

-We attended almost all of the UTA basketball games this semester, however not great, this is one of the clearer photos I found.|-Oozeball is a UTA mud volleyball event that most students attend, we won a few games this semester and attended the full event. However muddy we became we at least managed to snap a couple of photos.|

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

Advancement of Justice Fall 2018

The chapter held a Parent's day were brothers invited their families to a cookout, played activities together, and provided the new member's families a chance to meet the brothers. The parents of the ANM's were provided an overview of what to expect and provided responses to questions regarding the fraternity and the expectations of being a brother.

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

Code of Conduct

We use the code of conduct from Deltau.org. All current members have signed it. ||Jaime Gomez|Jose Medina|Fresh Sekung|Anthony Causey II|Ethan Enneking|Jake Heinen|Michael Hoofard|Jacob Hubener|Eric Levi|Tatenda Ndlovu|Andy Rolen|Jacob Goebel|David Kaurin|Ruben Manzano|Josh Mendoza| Long Nguyen|Dustin Krahn|Mickale Wesson|Aaron Freedenfeld|James Kazen|Deep Khadka|Robert King|Jibraan Nawaz|Cody Simmons|Alexander Stagner |William Tao|

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

Invitation to initiation

We had initiation in the lonestar and invited everyone via email. We do not have an exact list, but all brothers, many parents showed up as well as friends, alumni, and girlfriends of the fraternity.

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

We have updated the Google Calendar for the rest of this semester and plan on getting all events updated by the spring semester starts. We plan on having more socials and more campus events this next semester.

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

Bio Cards

All of our members have created bio cards on the the Delta Upsilon website. We have required our newly initiated members to fill out these bio cards.

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

Boise State President Transition Document

Attached is the transition document given to new chapter president Ian Whyte by former president Austin Lamb. Also attached is the document Lamb was given by his predecessor Brandon Boehnke.||These documents outline the duties of the position in a clear, concise manner. A glance at these documents will reveal this to be the case.

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

Move in Day

During move in day, we had multiple brothers volunteer and help out. They were able to make solid connections with freshman which would in turn lead them to rush us later on and eventually become members of the Boise State chapter.

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

Table-rock Cleanup Hike

During this event, we had brothers and potential new members take a cleanup hike at the infamous Boise Table -rock. Members and PNM's were given trash bags and gloves to pick up and collect trash that was left along the trail. During this time, members socialized with PNM's and served the community by cleaning up public areas.

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

At the beginning of every semester, members will sign and turn in a contact that says they will pay their dues for the semester in full, or by payment, by the due date. The promissory note must be signed by the member, president of the chapter, and the VP of Finance.

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

Boise State Initiation Ceremony

The Boise State Chapter of Delta Upsilon held its initiation ceremony on November 11th, 2018. Attached are two photos. One is of the new members receiving their cornerstones after the ceremony, and one is a picture of all members (new members on bottom) post-ceremony.||The Master of Ceremonies was former president Austin Lamb. Chaplain was Fred Resch III. Examiner was former VP of Membership Education Garrett Pedersen. Charge speaker was chapter alumnus Cody Lane.

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

Brotherly Council--Boise State Judicial Board.

The Boise State chapter has a standing judicial board called the Brotherly Council. It is led by the VP of Loss Prevention in conduct cases and by the VP of Academic Excellence in academic cases. Attached is the Brotherly Council's governing document, which follows our constitution and bylaws.

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

Boise State Executive/Chapter Agenda

The president manages a group document for the preparation of Executive Board meetings and Chapter meetings. Attached is that document. This document serves not only as the meeting agenda for the Executive Board and Chapter, but as a personal note-sheet for Executive Board members in the execution of their position. It also allows Executive Board members to track their progress in submitting CEP. Due to its shared nature, this document is always up-to-date.||(Personal note: as our chapter has recently undergone officer transitions, the document is currently a bit messy. It includes my italicized instructions to the next chapter president. Please ignore these marks. I downloaded the most recent version without modifying it.)

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

Initiation preparation and rehearsal

The Boise State chapter rehearsed its initiation ceremony before the event. Fred Resch III (our chapter historian/ritual chair) along with Garrett Pedersen (VP of Membership Education) let initiating members know about the procedure of the ritual well ahead of time and encouraged them to invite friends and family. The day of the event, Resch, Pedersen, and former president Austin Lamb led initiates through a mock Rite II before the ceremony. All men were well-prepared, and the event went smoothly.||Attached is the event program, which you might also take into consideration for the separate Initiation-related CEP submission.

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

Boise State Chapter Code of Conduct

All associate members must sign the DU code of conduct upon pinning. Attached is that document. Regulations on member conduct are reviewed at least once per semester among the entire chapter, and periodically revised.

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

VP of Academics Excellence Duties

In the Delta Upsilon Boise State chapter, the VP of Academic Excellence is required to assist the chapter in meeting the GPA requirement of a 2.8.

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.

Chapter GPA Requirement

The Boise State Delta Upsilon chapter has written in the bylaws that all officers must have a semester GPA average of 3.0, and an overall GPA average of 2.8

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 Position Duties

This is the document that outlines the duties and responsibilities of the Loss Prevention Position and the same document that was provided and explained to new VP of Loss Prevention Aviv Sabag to allow to perform this position to the best of his abilities.

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

Boise State Constitution and By-laws.

Within the last 18 months, the Boise State chapter has updated its Constitution and By-laws to require new members to (a) acknowledge in writing that funds given to the chapter are non-refundable, and (b) disallow them from wearing chapter memorabilia prior to initiation. The aim of this latter addition was to reduce the pain inflicted on the occasional associate member that the chapter decides does not merit initiation.||Attached is the current Boise State Delta Upsilon Constitution & By-laws.

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.

Boise State Initiation Invitations

The Boise State chapter advertised its initiation ceremony well in advance. Attached are an email chain from the first invitation for a charge speaker as well as a screenshot of an example of correspondence with the family of a chapter member.||(I have removed this family member's personal information. She is the mother of one of our new members.)

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

Social Media

Leading up to and during rush week, we used our social media to help promote our rush week. We posted our schedule for the week and even advertised on our campus websites and interest forms. We messaged potential new members and reached out across as many platforms as we could including Snapchat, Facebook and Instagram.

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.

Proof of financial information

At the beginning of every semester, members and their families are sent an email with the full amount of dues for the semester. New members and their families are also sent an email with their respective dues once they have received and signed their bid. New members' email will be separated into two parts rather than the full amount.

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 utilizes its social media for recruitment and updates the site(s) regularly.

Bradley Chapter Social Media - Recruitment Tool

Bradley Chapter: Twitter Link - https://twitter.com/bu_deltaupsilon (Last updated 12/03/18)| Instagram Link - https://www.instagram.com/p/Bqyl7Edl4xy/ (Last updated 11/29/18)| Facebook Link - https://www.facebook.com/bradleyuniversitydu/ (Last updated 11/17/18)||The Bradley Chapter of Delta Upsilon utilizes its Twitter, Instagram, and Facebook pages to inform others on recent events the chapter has participated in, as well as uses it as a recruitment tool. During this year's fall recruitment, the chapter posted different rush events being held at the house on its Twitter page, and doing so turned out to be very beneficial as a large number of potential new members came to each event. The Bradley Chapter gained a class of 25 new members during fall recruitment, and a majority of those new members followed the chapter's Twitter, Instagram, and Facebook pages during the recruitment process.

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

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

See image attached to view the results of a survey sent out to all our members to determine how many are in possession of a valid passport. Of the responses received, 50 members said they currently have a valid passport, which exceeds 50% of our total membership.

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

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

We record each member's campus involvement on our chapter roster. See spreadsheet attached with the names of our members and what activities they are involved in on campus outside of the chapter.

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

DU Recruitment Cultural Event

During Fall Recruitment 2018, the Bradley Chapter hosted a cultural dinner at the Vietnamese restaurant, Thanh Linh. At previous recruitment events, potential new members were informed about this cultural dinner and were invited to attend. A majority of the chapter attended this event, as well as 10 potential new members. While at Thanh Linh, the importance of having a diverse chapter and accepting other cultures' values were discussed. In order to further improve this event, each table could have their own private discussion instead of having one speaker in front of the entire group. This would be more productive in that more people would be able to participate, and it would be easier to hear those who are speaking.

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 Adivsor regarding the 8 week NMEP.

This letter is confirming the 8 week program was followed with the exception of Initiation being in the Spring so that we are able to insure that Associate Members meet the minimum GPA requirement.

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

Bradley Chapter Financial Scholarships

The Bradley Chapter advertises three financial scholarships to all potential new members that are available to both members and new members. The financial scholarships include the Dr. Ray Zarvell Endowed Scholarship, the Bradley Inter-Fraternity Council Scholarship, and the Delta Upsilon McQuaid Scholarship (available to initiated members.) Attached is a pdf copy of the Ray Zarvell scholarship, and a link for the IFC scholarship is listed below (2018 scholarship winner already awarded.)||https://docs.google.com/a/mail.bradley.edu/forms/d/e/1FAIpQLSfOcIx66i_eJ87BLDQauj2vxl3--vnMecbPPMeJOH19IorAFw/closedform|

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.

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).

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

In order to to maximize the semester and the experience for our new members as associates, it was planned to hold the Big Brother/Big Little reveal at the beginning of the Spring Semester. In the past, members voiced their opinions to have more time to get to know all of the active members, having around 100 members in total, to ensure they have the opportunity to get close with more members and have an easier time referencing their ranking for Big Brothers. The executive board, in conjunction with our advisors and alumni corporation board, decided to move the reveal to the Spring Semester and use the utilize Fall Semester entirely to build closer relationships and strengthen the bonds between the associates and active members. Having a Big Brother that is closer with each individual member allows for a greater experience overall and minimizes the chance of members getting one they were not as close with or one they did not rank. In the past, these situations occurred and in an attempt to change that, these decisions were made.

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.

Families Receive Financial Information

Once the budget is created, the breakdown of member dues is sent out to all members, along with their family members we have on file via email. The breakdown attached includes information regarding member dues and in house living expenses. This document is created to give all members and families appropriate information regarding to where their money is going.

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 use of Chapter Funds for alcohol

When sharing an outline of the semester dues to each member of the chapter, all of the information clearly describes how none of the chapters funds go towards the purchase of alcohol. It is made a priority within our chapter that no member uses house funds for alcohol. The house debit card is only available to the VP of Finance (myself) and the president. Any other reimbursement to a member in written out in the form of a check, which must be validated with a receipt. If alcohol is seen anywhere on the receipt, the member will not receive reimbursement, because it will not be taken out of chapter funds. Attached is a breakdown of dues that is sent out to every member, parent, our alumni treasurer, Andrew Grossman, before the semester begins. The ""exchange fee"" is in regards to the price of hosting an event at a venue or decorations for events with other non-DU students. None of those funds go towards the purchasing of alcohol. |

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.

Delta Upsilon - Chapter Financial Information

The Bradley Chapter of Delta Upsilon distributes the attached financial information to all potential new members during the recruitment process. Listed on the financial information sheet are associate and active member dues, housing costs, and initiation fees. This information was also sent to the Bradley Greek Life office prior to fall recruitment. The Bradley Chapter sees it necessary that all potential new members are aware of the costs associated with being a member of Delta Upsilon. |

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).

Women's Rights

Members of Delta Upsilon attended a presentation hosted by the ""Women Who Empower"" club. During this presentation, Taylor, the speaker, briefly touched upon women history and showed us how much was sacrificed to be able to give women the rights they have today. We then participated in a role-playing scene where genders were switched. We were told it was ok to feel a little uncomfortable at first, but the members of Delta Upsilon understood that women being mistreated and not being given their rights is a serious problem so they were ok with having to step out of their comfort zone to be able to step into someone else's shoes. As the presentation continued we were reassured that this fight is still not over. Women continue to be underpaid in some professions where men are doing the same job. We learned how other countries have already taken action and made it illegal to pay men more than women under the same job. Members of Delta Upsilon all had a pen and paper and came up with 3 ideas on how we can make the first step to encourage our country to move towards the same direction. Once all the ideas were written we threw the slips of paper into a bowl and read the ideas and made comments. We had over 20 members attend this presentation and with the information that we learned, we had some of those members present to the rest of the chapter on how we can make a difference.|

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

Chapter Meeting Agenda - President

Prior to every executive board meeting, an agenda is created and used for the weekly chapter meetings. Every week, the same outline is used and the recording secretary documents the reports of each officer and chairmen. This document is used to facilitate the meetings but the Chapter President. Attached is the agenda titled ""Chapter Minutes"" for the Nov 27, 2018 chapter meeting.

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.

Bradley Chapter New Members - Recruitment

New members of the Bradley Chapter are utilized in many ways during recruitment. During the ensuing weeks before formal and informal recruitment, new members go through ""rush school."" Rush school is where new members learn the proper way to recruit, as well as to pursue potential new members who best emulate DU's values and principles. Additionally, new members participate in every formal and informal event that the Bradley Chapter hosts. They are encouraged to invite unaffiliated friends, as well as update the Bradley Chapter's ""DU Fall Rush Names 2018"" Excel file.|

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

Catharsis/Masculinity Seminar

The Bradley chapter had Kim Dunn come in and give a presentation on catharsis and masculinity. The whole chapter was in attendance for this presentation and gave their full attention to Kim. Everyone participated and answered any questions that were asked during the presentation. It was very interactive and ran smoothly. I believe we could have had information given to members before hand to get them to think about the topic more in depth. |Kim Dunn's contact info is *Burgess Hall (309) 677-2510 kcdunn@fsmail.bradley.edu

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

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

Submissions must include a written document that outlines key responsibilities and timeline of duties for the position.

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

Approximately a month in advance of the upcoming semester, all members of the fraternity are notified what the fraternity dues for the semester will be. VP of Finance also makes it a priority to notify every member what their dues will be covering by sending a breakdown of the budget via email. When the semester begins, VP of Finance talks with each member on how they plan on paying off their dues over the course of the semester. Those members that opt not to pay off the dues in full are then put on a payment plan in which they sign the attached contract, requiring the member to pay an agreed upon amount at agreed upon dates. Those members with outstanding dues are brought up at chapter in order to hold the members responsible for their dues to the fraternity. Often times, the top members who owe the most money to the fraternity make up almost half of the accounts receivable. It is important to bring these people to attention in order to ensure the chapter will have sufficient funds for the remainder of the semester.

Development of Character - The chapter has a written procedure for supporting members who show signs of drug abuse, mental health issues, financial issues or alcohol abuse, with referral to campus/community resources as part of the program.

Written Procedures for Mental Health, Drug Abuse, etc.

The chapter has a written procedure for people who have or may be showing signs of mental illnesses and other health issues. This written out procedure is to help ensure that we can spot when a member may be in trouble and that we as a chapter know how to properly handle these situations.

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.

Three Outside Facilitaors for the AMEP

The chapter had three different facilitators come in to present topics that were in relation to the AMEP. The Smith Career Center facilitated our resume and job fair workshop on September 11th, 2018 and their contact information is *Smith Career Center Burgess Hall, first floor (309) 677-2510 careers@bradley.edu.|Kim Dunn facilitated our LinkedIn workshop on November 6th, 2018 and her contact information is *Kim Dunn. Assistant Director; Career Advisor, Slane College of Communications & Fine Arts. Burgess Hall (309) 677-2510 kcdunn@fsmail.bradley.edu|Susan P. Rapp, PhD facilitated our finals preparation workshop on November 29th, 2018 and her contact information is Susan Rapp. Associate Director, Academic Success Center. Library 320 (309) 677-4357 susan@fsmail.bradley.edu

Operational - The chapter conducts a recruitment skill set seminar.

Bradley Recruitment Skill Set Seminar

Before Fall '18 recruitment began, the Bradley Chapter held a recruitment skill set seminar, otherwise known as ""Rush School,"" everyday for a week. Every member of the chapter, including the new members, attended this week long event. Each day of the seminar consisted of a different powerpoint slide show explaining the importance of recruitment, the proper way to recruit, and also how to recruit potential new members who will best exemplify the Delta Upsilon Four Founding Principles. Specific topics covered on the slide shows include conversation starters, where to meet potential new members outside of formal/informal events, and tough questions typically asked by potential new members. In addition to the slide shows, perhaps the most beneficial element of the Bradley Chapter's Rush School happens after the slides are reviewed. At this point, every member goes through ""practice recruitment rounds."" During practice rounds, each upperclassman is paired with a new member and acts as if they are rushing a potential new member during a formal recruitment round. Each round lasts thirty minutes, as that is the amount of time allotted for each round during actual formal recruitment. After the upperclassmen rush the new members two or three times, the new members will then switch roles with the upperclassmen, and now they will act as if they are recruiting a potential new member. This event allows both upperclassmen and new members to become comfortable recruiting potential new members. To improve this event even further in the future, a more in-depth slide show presentation would be beneficial. Topics such as conversations starters that have worked/not worked, and the best ways to follow up with potential new members would be very beneficial.

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

Review Committee

We currently have a document I attached in which we follow the guidelines for the committee. Each member of the committee is chosen by one from each year of college and the Academic Chair oversees the tie-breaking vote if needed. Members go constantly in review for grades and whether or not they're able to be off academic probation for next semester and if any circumstances they currently have reflected on their current GPA.

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

Exec Short & Long-Term Goals

At the beginning of the Fall semester, the executive board discussed our goals as an entire council as well as individual goals for the last half of our terms. This was done during an exec meeting before the first chapter of the semester. Attached is a document listing the goals as well as a SMART Goal Template for one of the specific goals.

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

Fall 2018 Pledging Ceremony

On Sept 11, 2018, the Tuesday chapter meeting after the Fall recruitment period ended, the President, Recruitment Chair, and Associate Member Ed, performed the pledging ceremony for the new member class with the chapter. The ceremony took place in the chapter room of the Delta Upsilon Chapter House for the first chapter meeting with the new member class. Attached are the guidelines from the ritual book used to perform the ceremony as well as photos from the actual ceremony. Not pictured are the pledge pins since they did not arrive in time for the ceremony.

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

Advancement of Justice

The chapter hosts a meeting where Loss Prevention policies are discussed with at least 90% of the chapter membership. |Submissions must include an overview of the program, the name of who presented, the date the program took place, who attended, and feedback regarding how the event can be improved in the future.

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

For the Fall 2018 Initiation, invitations were sent out electronically via email. Members' parents/family, friends, alumni, as well as faculty and staff were invited. Attached is the electronic document sent as the initiation as well as the list of recipients.

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

DU Recruitment Service Event

During Fall Recruitment 2018, the Bradley Chapter participated in ""BU cleanup,"" which is held on Bradley's campus. Different organizations took part in this cleanup, but the DU Chapter had a majority of the turnout. Through our various recruitment events we invited potential new members to participate with us. The location of the service event made it easier for PNM's to attend. At BU Cleanup, students walked around campus and cleaned up any trash found on the ground. Nine potential new members joined the chapter for this service event.

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).

Two Officer Signatures

Both the executive board and ex-oficio board have many responsibilities that require the use of chapter funds. Because the house debit card is only available to the VP of Finance and the President, it is my job to reimburse those individuals who use personal funds at the time of purchase. However, it is a requirement in our chapter for the individuals to present a proof of purchase in order to receive full compensation. Without this requirement, it is possible that members could get away with taking money from the fraternity by ""saying"" they paid more than the actual amount and pocketing the rest. After the receipt is looked over, the VP of Finance and president are able to sign off on a check to reimburse these members for the supplies they purchased. The receipts are then filed in order maintain records and also put together a precise compilation report, detailing the chapters expenses over the course of the semester.|

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

Receipts

Both the executive board and ex-oficio board have many responsibilities that require the use of chapter funds. Because the house debit card is only available to the VP of Finance and the President, it is my job to reimburse those individuals who use personal funds at the time of purchase. However, it is a requirement in our chapter for the individuals to present a proof of purchase in order to receive full compensation. Without this requirement, it is possible that members could get away with taking money from the fraternity by ""saying"" they paid more than the actual amount and pocketing the rest. After the receipt is looked over, the VP of Finance and president are able to sign off on a check to reimburse these members for the supplies they purchased. The receipts are then filed in order maintain records and also put together a precise compilation report, detailing the chapters expenses over the course of the semester.|

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

Bylaws Outline

Here in the Bradley Chapter bylaws we have an outline in what exactly we should be trying to achieve in our chapter. For me personally, that is the basic standard that every chair should at least do and we should be aiming above and beyond and strive for even greater effect with the position. But to do the standard we have written in our bylaws.

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

Fall 2018 Initiation

For the Fall semester of 2018, 5 members who rushed in the Spring semester were initiated. The ceremony was held before a Tuesday night chapter meeting at the Delta Upsilon Chapter House. Attached are pictures and the documents from the Ritual Book used as the agenda for both Rite I and Rite II.

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

Fall 2018 Executive Board Retreat

The current executive board (2018) held an executive retreat on December 5, 2018. Candidates for presidency were also in attendance. A meeting was held prior to a dinner with all of the members. During the meeting, each executive officer touched on an overview of their term to reflect on their work for the past year. Topics included: What events/ideas went well, how to improve them in the future, what they wished they could have done differently (or entirely), ways to maximize their respective positions impact on the chapter, and what they are looking for in their successors. For future executive retreats, I think it would be more beneficial if the members had brainstormed a list of members who they think will be the greatest fit to be their successor. Also, I think the retreat should have been longer and taken up more time in order to reminisce and reflect on their terms. This time around, it was about a couple hours. Attached is a photo from the retreat. Pictured are: Nikkoh Mendoza (President), Connor Burger (Vice President), TJ Pomponi (Treasurer), Johan Claros (Membership Development), Trevor Mahood (Risk Manager and Presidential Candidate), Blake Coan (Assoc Member Ed), John Sherman (Secretary), and Christian Castro (Presidential Candidate).

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

Brother Program

At Bradley the Academic VP pairs up associate members with current members who are typically older and more experienced with their major and is required to meet with them once a week talking about how classes are going, the well being of the student. This improves morale for grades between members and really indulges themselves to an environment in which grades important. Making them strive for academic success.

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/Little Borhter Reveal (not applicable till Spring Semester)

As a chapter we decided to do the Big Brother/Little Brother differently this time. We wanted to make sure that the Associate Members had an entire semester to get close with an Active Member in order for them to have a better idea as to who they would have wanted for their Big Brother. In years past we had members say they had not had the chance to get to know all of the members well enough due to the fact that we are such a large chapter. We will however have the orientation and then the reveal once we start the Spring Semester.

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

DU Pancakes

We had our first ever DU pancakes event. We raised $700 for GSI and spread awareness of its to 100s of people around Bradley's Campus. It was a great success and we plan to continue this for years to come.

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.

Bradley University Recruitment Materials

The Bradley Chapter of Delta Upsilon utilizes its website to inform potential new members and their families about the benefits of joining Delta Upsilon. Listed below is a link to our website that describes our mission of building better men, as well as includes recent accolades and achievements. ||https://www.bradleydu.org/why-du-.html|

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

Key Responsibilities/Timeline of duties outlined for officer transition

All responsibilities and duties for each executive position are outlined in a binder that is used during transitions and passed on to the succeeding executive board member. See images attached to see images of the VP Administration binder containing key responsibilities and duties.

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 Standards

The Men of Merit Standards were overviewed and discussed at the beginning of the semester at one of the first chapter meetings for the Fall 2018 Semester. Since the new member class had not joined at the time, they were also explained during the 2nd new member meeting. Attached is the document used to go over with the chapter. A short reflection is provided (in red) towards the end of the document. Also attached is the powerpoint used for the new member meeting that included the Men of Merit Standards on the last slide.

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

Associate Member Claas President Report

During our chapter meetings the Associate Member Class President gives a report about upcoming our past events that pertain to the Associate Member Class.

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

Operational

The chapter has a documented crisis management procedure that is reviewed with members during a chapter meeting. Submissions must include the chapter's crisis management procedures, the name of who presented, the date they were discussed at chapter, who attended, and feedback regarding how the event can be improved in the future.

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).

Verification of initiation program

Verification of initiation program

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 of Member Ed responisibilities and duties

The VP of Member Education has a list of key responsibilities and a description on how to go about these responsibilities.

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

Bradley University Clean Up Crew

We had a large group from our chapter go out into the community and pick up trash with the help of a on-campus organization called ""BU clean-up crew"". We went all around Bradley's campus and the surrounding neighborhoods as well. Brothers felt good that such a small thing could have such a big impact on our school community.

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

St. Jude Up 'til Dawn

St. Jude Up 'til Dawn is a student-run organization which brings national awareness and fundraising efforts for St. Jude Children's Research Hospital to college campuses across the country. On Friday Nov. 16th, members of the Delta Upsilon Bradley Chapter participated in the event by sacrificing a night of sleep to stay up for good in honor of the patients and families who undergo many sleepless nights in St. Jude. The event is set up as a night of team challenges. Teams are given clues throughout the night that they must complete, in order to become the winning team. In preparation of the event, the members of Delta Upsilon Bradley Chapter raised more than $7,000 for the patients of St. Jude Children's Hospital.

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

Judicial Board

To ensure members are held accountable, a Judicial Board and committee is utilized to facilitate hearings for members. Officers and chairmen are appointed during elections under the Chapter President and Chief Justice. Attached are documents that outline the Chief Justice position, a Judicial Board hearing, as well as a sample email sent to members for a specific Judicial Board Hearing.

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).

The chapter catalogs and records individual member's inclusion in structured global experiences

We record all of our member's structured global experiences (see spreadsheet attached). Most recently, our brother Blake Coan went to Jamaica to participate in the Global Service Initiative and participated in volunteer work to better the local communities there. See images attached.

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

When initiated into the VP of Finance position, the former VP hands over the treasurer manual that list all the duties and responsibilities, in order to successfully manage the position under the rules of Delta Upsilon. After the manual is read, it is kept by the VP of Finance for the remainder of his term in case they are not sure how to go about one of his roles. In addition to the manual, past VP of Finances who have also read the manual are always there to assist the new VP of Finance with any questions they may have.

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

Alcohol Free Recruitment Events

Attached is a letter from Chapter Advisor, Kimberly Dunn, verifying the chapter's recruitment events were alcohol free.

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

Approximately a month in advance of the upcoming semester, all members of the fraternity are notified what the fraternity dues for the semester will be. VP of Finance also makes it a priority to notify every member what their dues will be covering by sending a breakdown of the budget via email. When the semester begins, VP of Finance talks with each member on how they plan on paying off their dues over the course of the semester. Those members that opt not to pay off the dues in full are then put on a payment plan in which they sign the attached contract, requiring the member to pay an agreed upon amount at agreed upon dates. Those members with outstanding dues are brought up at chapter in order to hold the members responsible for their dues to the fraternity. Often times, the top members who owe the most money to the fraternity make up almost half of the accounts receivable. It is important to bring these people to attention in order to ensure the chapter will have sufficient funds for the remainder of the semester.

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

Advancement of Justice

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

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

Overview of the Associate Member process- Email to Parents.

This email is sent out every semester to our New Member's parents giving them insight to their son's upcoming experience and process with the New Member program.

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

Greek Philanthropy

At Bradley University, Greek organizations hold their respective philanthropy weeks in the Spring Semester of the academic school year. Therefore, there were no opportunities to fulfill this requirement for this Fall 2018 semester. ||Contact: Nikkoh Mendoza - Chapter President|(815) 342 - 5938|nmendoza@mail.bradley.edu

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.

Advancement of Justice - The chapter has a speaker present on and discuss sexual assault prevention with at least 75% of the chapter membership.

Advancement of Justice - The chapter has a speaker present on and discuss sexual assault prevention with at least 75% of the chapter membership.

Submissions must include an overview of the program, the name of who presented, the date the program took place, who attended, and feedback regarding how the event can be improved in the future. Attaching photos of this event is highly recommended.|

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

Fall 2018 Ritual Team Agenda

On September 18, 5 associate members were initiated. The day prior to the ceremony, the Ritual Team rehearsed both Rite I and Rite II before the Rite I ceremony. Rite II took place before a Tuesday night chapter meeting. Attached is a document outlining the agenda and plans for the ceremony as well as the members on the Ritual Team.

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/Calendar. (not applicable till Spring Semester)

As a chapter we decided to do the Big Brother/Little Brother differently this time. We wanted to make sure that the Associate Members had an entire semester to get close with an Active Member in order for them to have a better idea as to who they would have wanted for their Big Brother. In years past we had members say they had not had the chance to get to know all of the members well enough due to the fact that we are such a large chapter.

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

Pre-selected Current Social or cultural topics.

The members of the Bradley Chapter came together to discuss this pre-selected topic and had a discussion/debate.

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

We have our Big Brother Reveal scheduled for February 1, 2018. As explained previously, we planned to have the reveal in the Spring Semester in pursuit of a more memorable and enhanced experience for our members. Prior to the reveal, the members receiving a Little Brother will participate in the orientation as outlined in the Associate Member Education Program.

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.

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

Campus Clean Up with Sigma Kappa

Our Chapter participated in a campus clean up with the women of Sigma Kappa sorority. We walked around the campus and surrounding communities picking up trash and other litter.

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.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Alumni Recruitment Event - Steak Dinner

Every year during recruitment, the Bradley Chapter hosts a steak dinner with an alumni speaker. Steak Dinner is the chapter's final and most prominent recruitment event, as only potential new members who have been extended a bid are invited. At this event, a recent Bradley DU alumnus speaks about his time as apart of the house. Specific things touched on in the speech include favorite memories and words of wisdom. At this year's Steak Dinner, previous Chapter President, Mark LaHood, spoke. Attached is a picture of Mark at Steak Dinner.

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

When initiated into the VP of Finance position, the former VP hands over the treasurer manual that list all the duties and responsibilities, in order to successfully manage the position under the rules of Delta Upsilon. After the manual is read, it is kept by the VP of Finance for the remainder of his term in case they are not sure how to go about one of his roles. In addition to the manual, past VP of Finances who have also read the manual are always there to assist the new VP of Finance with any questions they may have.|

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

Initiation Agenda

For the Fall 2018 Initiation ceremony, friends and family were invited to the Delta Upsilon Chapter house via electronic initiation. Attached is the agenda for the evening that was distributed to the guests upon arrival. Members of the chapter were the only ones in attendance this time

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

As VP Administration of the Bradley Chapter, I update and maintain our master calendar through my Google account. We update this calendar weekly to include all upcoming events. It is shared with all members as soon as they join. See image attached to view a screenshot of our calendar.

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.

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 officers and 2.5 for voting privileges.

Submissions must include excerpts from chapter by-laws that demonstrate these eligibility requirements.

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

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

Submissions must include a list of campus tutoring and workshops/seminars and a description of how members are directed to utilize them.

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

Parents Newsletter

Our parents chair made this handout to send to our parents and supporters in anticipation for parents weekend. It talks about what the chapter has been up to and achieved over the last few months. We find it important to stay into contact with parents, so that they can be at ease knowing their sons are doing good for the community and themselves.

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.

Initiation and Parent's Weekend

Initiation- We had mutiple alumni attend our most recent initiation ceremony at the beginning of the semester. Zach Roake, former president, spoke and incited excitement into the new initiates.||Parent's Weekend- We had a dinner at Alexander's Steakhouse and then we went back to the house and held a silent auction for GSI where we raised a total of $2,071 for GSI. The following morning we had a breakfast at the house.

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

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

Submissions must include a letter from alumni advisors verifying events with alcohol present follow the Loss Prevention policies.

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

Bucknell Colony Chapter News and Chapter Excellence Plan Criteria 2018-2019 (VP Administration)

This submission includes Bucknell Colony news as of 12/31/18 as well a summary of VP Administration's 2019-2019 Excellence Plan Criteria.

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

48. Each member participates in at least one service event sponsored by another Greek organization or campus group.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""every member of the chapter volunteers in at least one service event"".|| Below is a list of active members, the event attended, and organization that held it:|

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

4. SMART Goals for Quarter

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Development of Character category listing that, ""The chapter has short and long-term goals established for the semester.""|| Using the Smart Goals model, the executive board produced the list of short and long-term goals below.|

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.

130. Chapter financial information is advertised to potential new members during the recruitment process.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""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.."".|| Below is an overview of the information provided to potential new members.|

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

33. VP Scholarship - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""VP Academic Excellence has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below are the written guidelines for VP of Academic Excellence. These guidelines can be found in the Chapter Bylaws. |

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

97. New Member Education - Associate members attend chapter and President gives a report

| Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""Associate members attend chapter meetings and the Associate Member Class President gives a report at these chapter meetings.""|||| Below is an overview of how chapter meetings run and the associate members' participation.|

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

94. VP Loss Prevention - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""VP Loss Prevention has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below are the written guidelines for the VP of Loss Prevention. These guidelines can be found in the Chapter Bylaws. |

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

44. 50% Passport

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Diffusion of Liberal Culture category listing that ""50% of the chapter must be in possession of a valid national passport"".|| Below is a list of active members and whether or not they own a passport:|

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

70. VP of Finance - Receipts are required for any reimbursement to members who use personal funds for chapter supplies.

|Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""Receipts are required for any reimbursement to members who use personal funds for chapter supplies."".|| Below is an overview of the Reimbursement Policy.|

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.

5. Men of Merit Scorecard Presentation

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The chapter hosts a meeting where an overview of the Men of Merit Standards Program and an update on the chapter's progress is provided to 75% of the membership."".|| Below is an overview of the scorecard and the meeting.|

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.

Cal Poly Promissory Note

I used the template from the IHQ website to create the promissory notes we used this quarter.

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

51. VP External Relations - The chapter publishes (paper or electronically) an alumni/parent newsletter.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""the chapter publishes an alumni/parent newsletter"".|| Below is a copy of our newsletter:|

Operational - The chapter conducts a recruitment skill set seminar.

131. Skill Set Seminar

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The chapter conducts a recruitment skill set seminar."".|| Below is an overview of the skill set seminar.

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.

DU Potential New Member Names List

This a copy of the excel sheet that is shared with all brothers for them to submit the names of Potential New Members (PNM's) that they have met and find to be a good fit for the fraternity.

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

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

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The chapter utilizes its social media for recruitment and updates the site(s) regularly."".

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

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

| Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The chapter advertises to all potential members any financial scholarships available to members or new members"".|| Below is an overview of the scholarship informational event.|

Advancement of Justice - The chapter has a speaker present on and discuss sexual assault prevention with at least 75% of the chapter membership.

90. Sexual Assault Prevention Speaker

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The chapter has a speaker present on and discuss sexual assault prevention with at least 75% of the chapter membership.""|| Below is an overview of the meeting.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

DU Recruitment Event With Alumni

The Brothers of Delta Upsilon Cal Poly hosted a rush event for potential new members with our alumni. Not all alumni who were invited were able to attend, however we did get a great turn out by some alumni.

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

Initiation Ceremony Practice Schedule

Schedule with names of who was in attendance as well as the names of all three members of the ritual team

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

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

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The chapter hosts a meeting where Loss Prevention policies are discussed with at least 90% of the chapter membership."".||Below is an overview of the Loss Prevention meeting:|

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

Alumni Speaker

This document discusses when a DU Cal Poly Alumni attended our weekly chapter meeting and gave a 20-minute presentation about the job application process, including resume, interviewing, and networking advice.

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.

83. VP Finance - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""VP Finance has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below are the written guidelines for the VP of Finance. These guidelines can be found in the Chapter Bylaws. |

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

Initiation Ceremony Schedule

An itinerary of our Fall Initiation

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

64. VP External - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""VP External Relations has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below are the written guidelines for the VP of External Relations. These guidelines can be found in the Chapter Bylaws. |

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

49. Each member participates or attends at least one philanthropy event sponsored by another Greek organization or campus group.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""every member of the chapter attends in at least one philanthropy event"".|| Below is a list of active members, the event attended, and organization that held it:|

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

Cal Poly Chapter Manual and By-laws (14th version)

our chapter manual and by-laws with updates approved to start the quarter

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

93. VP Loss Prevention - Crisis Management Plan

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The chapter has a documented crisis management procedure that is reviewed with members during a chapter meeting."".|| |Below is an overview of the meeting.|

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

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

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book."".|| Below is an overview of the Pledging ceremony.|

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

21. President - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""President has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below is a copy of the guidelines that can be found in the Chapter Bylaws.|

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

153. VP Recruitment - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""VP Recruitment has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below are the written guidelines for VP Recruitment. These guidelines can be found in the Chapter Bylaws. |

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

25. VP Scholarship - Academic Review Committee

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

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

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

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The chapter has a written code of conduct for all members to sign at the beginning of each academic year."".|| Below is the copy of the code of conduct, a list of members who signed it, and the date it was signed.|

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

84. VP Loss Prevention - The chapter has a written procedure for event management duty (sober monitors) and a written rotation which includes all chapter members.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The chapter has a written procedure for event management duty (sober monitors) and a written rotation which includes all chapter members.""|| Below is the Chapter's sober monitor responsibilities as well as a spreadsheet of the Chapter's sober monitor rotation.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

DU Recruitment Event With Alumni

The Brothers of Delta Upsilon Cal Poly hosted a rush event for potential new members with our alumni. Not all alumni who were invited were able to attend, however we did get a great turn out by some alumni.

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

3. Executive Board has an executive retreat

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Development of Character category listing that ""The chapter Executive Board has an executive retreat.."".|| Below is an overview of the Executive Board Retreat.|

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

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

| Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership.."".|| Below is the letter that was sent to the parents of the 127th pledge class.|

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.

Fall 2018 Finance Info For Parents

This is the note that our exec board drafted and sent out to the parents of brothers as well as the parents of our most recent pledge class. We hoped to increase transparency and help them feel more comfortable with the chapter finances.

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.

95. Campus Security Presentation Safety

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the category listing that ""Campus or local police/security present on and discuss safety issues related to the campus with at least 75% of the chapter membership.""||| Below is an overview of the Meeting

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.

138. 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.

| Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Promotion of Friendship category listing that ""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."".||Below is how new members are utilized in the recruitment process:|

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

110. Chapter hosts a substance-free associate member retreat.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Promotion of Friendship category listing that ""Chapter hosts a substance-free associate member retreat."".|| Below is an overview of the retreat that the associate member class went on.|

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.).

68. VP of Finance - 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.).

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Development of Character category listing that ""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.)."".|| Below is a letter from our Alumni President outlining that the chapter does not use chapter funds to purchase alcohol.|

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

Executive Board Retreat (Fall 2018)

Overview of our executive board retreat, who attended, dates, and what was discussed; picture of us unpacking with Hoover (house dog)

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

Code of Conduct/Record of Signatures

An excel sheet detailing the active brothers who have signed the Code of Conduct as well as copy of our Code of Conduct

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

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

On Monday October 16, 2018 during Fall Recruitment, Delta Upsilon hosted casual night, a business-casual event at the main house. Casual night is the last night of rush before bid night, and it is an opportunity for DU active members and alumni to share their experiences, and share their stories about what being a DU means to them. 2 alumni who are residents of San Luis Obispo were invited and attended.

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

2. Judicial Board Policies and Procedures

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The chapter has an established judicial board that follows written policies and procedures for the appropriate situations"".|| Below are the written policies and procedures the Chapter Review Board follows. These policies and procedures can be found in the Chapter Bylaws. |

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

Pledging Ceremony Agenda

itinerary of how the ceremony will progress

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

8. The Ritual Team properly prepares and rehearses Ritual before Initiation.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The Ritual Team properly prepares and rehearses Ritual before Initiation."".|| Below is an overview of the preparation and rehearsal before initiation.|

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

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

In this submission is a letter from our Alumni President, Scott Porter, detailing our upholding of Delta Upsilon's Loss Prevention Policies and Procedures.

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

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

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Advancement of Justice category listing that ""The chapter hosts a meeting where Loss Prevention policies are discussed with at least 90% of the chapter membership."".||Below is an overview of the Loss Prevention meeting:|

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

142. The chapter has a cultural event during recruitment in which potential new members are invited and attend.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Diffusion of Liberal Culture category listing that ""The chapter has a cultural event during recruitment in which potential new members are invited and attend."".|| Below is an overview of our cultural event during recruitment.|

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

136. All formal and informal recruitment events are alcohol-free.

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Promotion of Friendship category listing that ""All formal and informal recruitment events are alcohol-free."".|| Below is written statement from our Alumni President Scott Porter detailing how all our formal and informal events are alcohol-free.|

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

39. Roll Book and Ritual Books are in good condition

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""The chapter's Roll Book and Ritual Books are in good condition and stored in a fireproof location.."".||| Below is an overview of the condition and location of the Roll Book and Ritual Book.|

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

47. VP Administration - Roles and Responsibilities

Please consider this the CEP submission for the Delta Upsilon Cal Poly Chapter for the Operational category listing that ""VP Administration has key responsibilities and a timeline of their duties outlined in a written (can be electronic) document to use for officer transition"".|| Below are the written guidelines for the VP of Administration. These guidelines can be found in the Chapter Bylaws. |

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

12. VP Admin- Spring Quarterly News

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

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

Philanthropy Participation

Attached is a copy of the excel sheet where we record the philanthropy points each brother gets throughout the semester. They receive a point every time they attend a philanthropy event. Everyone in the brotherhood attended at least one event.

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

Initiation Date

Attached is the document we give associate members at the beginning of the semester letting them know when their initiation is.

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 a template of the note we send to brothers when they haven't paid their dues on time.

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.

List of Names

Attached is our list of names for Fall 2018. We had brothers add potential rushees to this list in preparation for the upcoming Spring.

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.

Recruitment Financial Information

Attached is a copy of the financial information we give prospective associate members during rush.

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

Ritual and Roll Book Maintenance

Attached is the PDF that we give to each new VP of administration in which we inform them on how to take care of the ritual and roll books.|

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.

Parent Financial Information

Attached is a copy of the financial information send to the parents of all brothers in the Fraternity.

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

Reimbursement Policy

Attached is a copy of the reimbursement policy we send to every active at the beginning of the semester.

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 Manager Procedure

Attached is a copy of the information we give to the VP of Loss Prevention regarding event manager procedure.

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.

Associate Member Recruitment

We get our incoming class involved in rush every semester and make sure they are inviting their friends to DU events throughout the semester. Attached is a document we give the new class explaining what is expected of them from the rush committee.

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 with Emergency Reserve

Attached is a copy of the Carthage Chapter's spring 2019 budget with a 5% emergency reserve.

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

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

For our submission to the DU quarterly of our chapter's accomplishments the previous semester, we included some material from our alumni news letter which we included in our submission. ||""The Chapter did a multitude of things this fall that made us proud to members of Delta Upsilon. On top of initiating four new members the chapter won the homecoming week competition and took home the $1,000 grand prize. We also are honored to welcome two new lavaliers to our brotherhood: Carson Bashford '19 and Olivia Munson '20."" |

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.

Carthage By-Law Article II Section I (Requirements for GPA as a member of Delta Upsilon)

Who: Members of Delta Upsilon, officers of the Executive Board including officer candidates, and the Vice President of Academic Excellence.|What: Members of Delta Upsilon must have a cumulative GPA of 2.75 on a 4-point scale to vote in elections and chapter-related meetings. Officers and officer candidates must have a cumulative and semester GPA of 3.0 on a 4-point scale to run or hold office. The Vice President of Academic Excellence must hold a cumulative GPA of 3.2 on a 4-point scale.|Where: n/a|When: n/a|Why: Members of Delta Upsilon at the Carthage Chapter are held to a higher standard than the minimum requirements required by Delta Upsilon to ensure our chapter places a priority on academics.

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

Carthage By-Law Section III and Section IV (Creation of the Academic Board)

Who: The Academic board for Spring 2019 consists of Charles Gallagher (senior), Gunnar Goetz (junior), and Matthew Stocking (sophomore).|What: The Academic review board meets with all members who fall below the chapter minimum GPA of 2.75. They also meet with any brothers who need extra help with their workload during the semester. |Where: The Academic Board stays after chapter to talk about future plans to help brothers struggling and meets with struggling brothers in convenient locations for all members.|When: The Academic board meets with brothers before chapter, after chapter, or during a scheduled appointment.|Why: The Academic board is important to the chapter because they refer brothers to tutoring, create academic plans, create a weekly schedule to help brothers manage time better, etc. They also work hard to make sure brothers continue doing well in their classes with constant biweekly checkups through the use of a google form||

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.

Payment Plan Template

Attached is the Carthage Chapter's promissory note template.

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.

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

Passport holding members

A survey was sent out to see what members possess a valid passport. The responses where then collected using google forms. Currently, 63.16% of our members possess a valid passport. A list of who does and who does not own a passport is attached in this submission.

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.

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

List of Elected Positions Current Members Hold.

Attached is a list of elected positions and where they hold them of all currently active members of our chapter. This data was collected using a google form.

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

Receipt Bylaw

Attached are sections of the Carthage Chapter's Bylaws regarding receipts.

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).

List of Global Experiences

Attached is a list of each member's global experiences. This data was recorded via a google form.

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.

VP Finance Key Responsibilities and Duties

Attached is a copy of the key responsibilities and duties of the Carthage Chapter's VP of Finance used for officer transitions.

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 Google Calendar

The chapter google calendar is shared with all members of the chapter and is edited regularly by the VP of administration. As soon as new members are initiated into the chapter, they are added to the calendar. This calendar has been maintained for 1 year. There is not an additional tab to add the month of September in this form.

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

Campus Involvement

Attached is a list of all members of our chapter and the clubs/sports they are involved in. Responses where recorded via a google form.

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.

New Member Financial Information

Attached is a copy of financial information new associate members receive upon pinning.

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

Roll & Ritual Procedure

See attached document

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

Social media use for recruitment

https://www.instagram.com/du_carthage/|https://twitter.com/DU_Carthage|https://www.facebook.com/ducarthage/?__tn__=kCH-R&eid=ARDrgUXtgrqeT_9sUaL8iuhBcmknfsX0HjgNSnQklbstTo_R2Qe0xDOVRSAZmVyE1fNzeokifoMRqCCL&hc_ref=ARQUhl7yS33ePEJC7-yYReJgiYtSZJxnV4wacLBk2eoY4qLkTiRAphLy_7sM4XVhomE&fref=nf&__xts__[0]=68.ARBkqRap9UEhj9khUi9q9Z-PihAoenpMLk_iETNIIwHgasJ5JuZKSG_Ng3wuKCbuRjD3zVcyGUjhEDYeJaprs20K6DjtdtiNfvMLjze2_b42EBwhXUjgqLBMmBI1-ozgX5MlgIkXC1IG_VLUBgKjTXBa47oFxrOeQi_qu2rFxToaN8xxEH3GJkDCILdg8jRWkpxZCSsERGfZv1LTwcWGh6q-QyIv8zTdAAw3wrjLSmo4p6maQi7nFcHIql8hAMrMkq2ly4nwF6_NDui5okBBWUisok88b6W2vmyX6hdhWxMr0uUoR-JJn3WQvHe6tws7uWIvqU0t2O6x11JV4Im2||We used social media to post graphics that we designed to help spread the word about when our events were. We also had graphics so that all actives could post on their snapchat and instagram stories.||Last updated:||Instagram: Mar 11th, 2019|Twiter: Mar 11th, 2019|Facebook: Mar 11th, 2019|

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

Academic Services Presentation from March 24th, 2019

Who: Members and Associates of Delta Upsilon at Carthage College|What: Members were given contact information and locations of academic services that Carthage offers. Services of the tutoring center were further explained such as the ability to offer tutoring, Supplemental Instruction (SI), and academic coaching. Academic coaches are offered to help students with time management, and they act as an academic mentor. Services of the writing center were also explained such as the ability to help brainstorm ideas for papers and check grammar. |Where: Delta Upsilon Chapter in the Niemann Theatre at Carthage College|When: March 24th, 2019 during the VP of Academic Excellence report in chapter|Why: This was presented so that members of the chapter have full knowledge of the resources available to them. By informing members of these services they may be more likely to utilize them and therefore be more likely to excel in their academics.

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

Initiation Ceremony

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

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

Admin Safekeeping of book

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

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

LP advancement of justice

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

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

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.

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

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.

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

Exec Retreat

The chapter Executive Board has an executive retreat.

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.

Recruitment Operation Recruitment materials

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.

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

Recruitment advancement of Justice service

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

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

Long short term goals

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

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

External advancement philanthropy

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

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.

Member Ed Promotion of friendship big brother

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.

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

LP advancement of justice 2

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

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).

Officer signatures

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

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

Member Ed promotion of friendship retreat

Chapter hosts a substance-free associate member retreat.

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

External advancement service

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

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

Open Initiation Ceremony

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

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

Admin Messages

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

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).

Member Ed Operational Followed program time

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).

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.

Recruitment operational finances

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.

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

External promotion of friendship

The chapter hosts an alumni speaker outside of Initiation.

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

LP Development of Character Alc events

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

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

Judicial board

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

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

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.

Operational - The chapter maintains an active recruitment committee with written committee goals and written individual goals.

Recruitment Committee

Chapter maintains an active recruitment committee with written goals.

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

Rehearse initiation

The Ritual Team properly prepares and rehearses Ritual before Initiation.

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.

Member Ed Operational 3 outside speakers

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.

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

Recruitment Operarational Social Media

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

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

Recruitment Alc free

All formal and informal recruitment events are alcohol-free.

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

Recruitment Advancement of justice scholarships

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

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.

Recruitment promotion of Friendship utilize new members

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.

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.

Recruitment Friendship unaffiliated

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.

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

Member ed Overview

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

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

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.|

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Recruitment Promotion of Friendship Alumni event

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

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

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.

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.).

Finance Character no slush fund

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.).

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

Pledging Ceremony

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

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

CEP Academics

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

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

Member Ed Operation ANM attend meetings

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

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

External Operational

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

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

Finance Reimbursements

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

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

External diffusion of liberal culture

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

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 inviting

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

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

Ritual Team

The ritual team, consisting of chapter president Jack Potrykus and associate member educators Lucas Schreiber, Marcos Dymond, and Reiji Mennit have thoroughly prepared and rehearsed the initiation ritual before it takes place. They have met beforehand over the month of December to go over the entire ritual a couple of times in order to ensure a formal, smooth, and accurate speech on the event's date. For the 2018 fall class, the initiation will take place on January 18, 2019. Given the importance of the ritual both to the new class of brothers and the rest of the brotherhood, the ritual team will practice every day of the week leading up to that Friday.

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

Associate Member Minutes

All associate members attend our weekly chapter meetings at 6:00pm on Sundays. The minutes from a chapter meeting for the associate member class president, Harry Strauss, included: updates to the improvements in our kitchen, the class' ideas on new philanthropy organizations to partner with, and an overall discussion on how their education has gone so far.

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

The chapter utilizes Google Docs and Google Sheets in order to maintain a list of students interested in recruitment to our chapter. We take note of the students' names, hometowns, high schools, phone numbers, and write a brief comment about what we've learned about them. We use this as a primary means of staying in contact with those interested in joining our Brotherhood.

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 Parents

The parents of associate members are provided an overview of the Associate Member Education Program and the expectations of membership. The letter was sent by then President Peter Simotas.||Brother Peter Simotas|President|Delta Upsilon Chicago Chapter|pesimotas@uchicago.edu||Dear Sir and/or Ma'am| | I am pleased to announce that your son has chosen to accept our bid and has chosen to undergo the pledge process of Delta Upsilon over the next 8 weeks, followed by a formal ceremony in which your son will become a full associate member of Delta Upsilon.| As a member of Delta Upsilon your son will have a certain criteria and personal image to upkeep. Your son will also have the responsibility to meet the following requirements:|1. Your son must score 90% or higher on his final exam.|2. Your son must keep up to date on chapter payments|3. Your son must have his pledge and initiation fee in before the day of initiation.|4. Your son must pass the vote of membership required by the chapter by-laws.|5. Your son must act as a responsible member by representing the Fraternity and his school in a positive light at all times.||Your son will have two main tests based upon our history, rules and regulations, even information relating specifically to members of our chapters. He must also adhere to our Honor Code:|1. He must accept his position as an associate member with all pride, honor, and gratitude.|2. To learn, study, and live by the Principles of Delta Upsilon.|3. To be especially helpful and mindful of the needs of his pledge brothers and members of the chapter.|4. To treat every visitor to the chapter house and/or any chapter event as his own personal guest.|5. To act in a mature manner, always upholding the high moral standards of Delta Upsilon.|6. To work for the chapter, devoting time and talent towards its successful operation.|7. To attend all classes and to manage his time effectively so as to meet or exceed my academic potential.|8. To uphold his financial obligations to Delta Upsilon and to the chapter.|9. To support Delta Upsilon at every opportunity.|10. To expect to receive the same courtesies and respect from all his fellow DUs.||Your son has chosen to join our brotherhood that will be a part of his life now just during the duration of his post-secondary education but for life. This is a life choice that you should be proud that your son has chosen to make. He will grow and gain life experience during his many years with us and we are proud and waiting for initiation to call him brother.||Dikaia Upotheke,|Justice Our Foundation| ||Brother Peter Simotas|

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.

Families and Finance

Andrew Mamo|Delta Upsilon, Chicago Chapter|5714 South Woodlawn Avenue|Chicago, IL 60637||[names of brother's parents]||Dear [names of brother's parents],||I am writing to you on behalf of the Chicago chapter of Delta Upsilon, where your son is an associate member. Because we believe in the importance of openness in financial matters, this letter will explain the charges your son has agreed to pay to the chapter. To give you an idea of how DU Chicago spends its money, I have attached a copy of this quarter's budget.| |Fee Amount Due Explanation| |A.M. Fee $70 Immediately This fee goes to DU International to cover |the Associate Member fee||Initiation $200 At Initiation This fee goes to DU International to pay the |General administrative costs of the |fraternity.||Dues $300 2nd Quarter This fee goes primarily to cover local |chapter and house expenses. For an explanation of how the chapter spends money, see the attached budget for this quarter. Additionally, $200 per year goes to DU International, the majority of which covers chapter insurance.| ||All overdue bills not accompanied by a written explanation will be assessed a late payment fee of $20. Additionally, voting rights and privileges of consuming chapter goods will be suspended for brothers whose dues are more than one quarter overdue.|At DU Chicago, we are proud to have some of the lowest dues of all fraternities on campus. We keep dues low by carefully managing the chapter's finances.||Sincerely,||Andrew Mamo|Treasurer, Delta Upsilon, Chicago Chapter|

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

Cultural Event

On October 9th, the Chicago Chapter of Delta Upsilon held a Scholarship Series event, wherein brothers addressed current members and potential new members were invited to learn about the cultural experiences that the brothers had to share. ||Speakers included Harry Mash, who compared the similarities and differences in his educational experiences between the United States and his hometown of London, England, Ruben Abbou, who spoke about his identity as simultaneously feeling both Algerian and French, and Zachary Weiner, who spoke about his time on Birthright Israel.|

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

As stipulated in the Bylaws, we have a Scholarship Review Board that consists of four Chapter members (Nich Arena, Alex Markowitz, Jesse Berns-Zieve, Jakob Feinstein), one Alumni member (James Harter), one University official (Jean Decety), and the Vice President of Scholarship (Elliott Paintsil), who acts as Chairman of the Board. As Chairman of the Board, the Vice President of Scholarship only has a vote in the event of a tie. Each member of the Scholarship Review Board shall serve one-year terms and, with the exception of the Alumni member, shall have a Grade Point Average, semester and cumulative, at or above 2.750. Though the chapter institutes several programs such as its mentoring program to prevent anyone from falling near the chapter's minimum standards, the board is ready to intervene if any member of the chapter is in need of guidance or help.

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

Initiation Date Notification

Email to Associate Members on Sunday, October 28th:||Associate members:||I hope you have all had a strong first half of fall quarter, and welcome once again to Delta Upsilon. On behalf of all the brothers here at the Chicago chapter, I must say that we are all looking forward to your initiation as brothers with great excitement and hope to get to know all of you well over the course of your associate membership. Logistically, you all will be required to attend chapter meetings every week at 6pm on Sundays. There will also be a separate meeting for just associate members and educators, wherein we can more specifically discuss pertinent issues for you all, such as chapter history, ritual, and get to know each of you better as individuals. The date of your initiation will be Friday, January 18th. As per Delta Upsilon's non-secrecy policies, please feel free to invite family, friends, and anyone else you feel should be there to witness your initiation into our family of brothers.||Warm Regards,||Lucas Schreiber|Associate Member Educator

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.).

Chapter Funds

At the Chicago chapter, there is no use of chapter funds for the purchase of alcohol. Please see our alumni letter attached.

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

Open Initiation

Several members of our newest pledge class have chosen to invite friends and family from outside of our chapter to witness their initiation. Some examples include Harry Strauss, whose parents will be visiting stateside from their home in England; Eddie Hauser inviting his girlfriend, and George Bubrick who has invited some first-year friends from the football team (who themselves were curious about recruitment) to his initiation. They have sent the same letter that we sent to the parents to their friends, informing them of the date, January 18, 2019.||While we are glad to host members outside of the chapter, we do stress that this moment is not meant to be taken lightly, and invitations ought to be extended only to those who can understand how important this ceremony is. Nonetheless, we do not ask questions of those who do receive invitations, and are glad to host them at the ceremony.|

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

SMART Goals

On September 30th, a day before the start of fall quarter, the executive committee took some time out of its meeting to review the successes and failures of fall quarter and to generate a list of goals for the upcoming quarter and for the long-term. This list was then shared with rest of the chapter, who could suggest additions.||Using the SMART Goals model, our chapter established:||�ۢ Specific:| o Prepare for upcoming sorority philanthropy events, such as Delta Gamma's Anchorslam and Alpha Omicron Pi's Alpha Games| o Add new washing and drying machines in the laundry room| o Add new kitchen appliances|�ۢ Measurable: | o Recruit a class of at least 9 associate members - we managed to increase membership with a class of 10| o Collect 100% of dues from brothers|�ۢ Achievable:| o Plan a recreational brotherhood event - paintball event, but also tasty dinner options throughout Chicago|�ۢ Relevant: | o Strengthen our relations with Chicago chapter alumni| o Cultivate a stronger on-campus presence|�ۢ Time bound:| o Meeting with associate members throughout the education process to ensure our implementation of the Four Founding Principles and their relevance to the associate members

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 Invite

Our chapter adheres to the guidelines as stated in The Cornerstone and holds an open initiation ceremony. Below is copy of an email sent by Pledge Educator Lucas Schreiber to invite non-members to our initiation ceremony. Those invited included: all parents of brothers and associate members, our beloved alumni, and faculty/staff brothers and associated members requested. ||Greetings,||My name is Lucas Schreiber and as a Pledge Educator at Delta Upsilon Chicago Chapter, I would like to formally invite you to our winter initiation ceremony, taking place next month on Friday, January 18. Initiation is the final step in the process as our associate members become our new brothers, and it would mean a great deal not only to these soon-to-be new brothers, but also to our chapter, if you were in attendance for this ceremony.||Regards,|Lucas Schreiber|

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

Loss Prevention Meeting

On November 3rd, then Director of Loss Prevention Luis Vargas spoke to the chapter and associate members and the about Loss Prevention Policies. Brother Vargas spoke emphatically on the importance of the policies, as well as highlighting the harm and legal penalties that result from prolonged alcohol abuse, the use of illegal drugs, hazing, and sexual assault. He also covered how chapter-specific rules and policies are powerful tools to create a safe environment. It was agreed that in the future, the event could be improved by detailing accounts of when Loss Prevention Policies were not met and the ramifications they had. Brothers in attendance were: Jarrod Dominguez, Jack Potrykus, Gerardo Perla, Joshua Zalkowitz, Yoo Joon Kim, Shawn Kim, Nich Arena, Zachary Wiener, Jakob Feinstein, Willem van der Eems, Harry Mash, Ronald Balutiu, Lukas Elsrode, Taye Baldinazzo, Jackson Quinn, Owen Elrifi, Andrew Mamo, Luis Vargas, Marcos Dymond, Henry Medina Connolly, Alex Cantave, Alex Markowitz, Peter Simotas, Arthur Jacobs, Jesse Berns-Zieve, Kenny Kim, Winston Wang, Jonathan Li, Ruben Abbou, Nick Ogilvie, Tom Wilson, Julian Girod, Brendan Sanderson, Michael Montoya, Tyson Miller, Elliot Painstil, Tyler Raclin, Chris Lee, Darius Kahan, Dhruv Maheshewari, Tommy Hagan, Oscar Sarkes, Aaron Casella, Morgan Wolfe, Noah Wintman, Luc Schreiber, Ben Broner, Patrick Brady, Reiji Mennitt, Will Mann, Will Anema, Brandon Huang, Aaron Guo, Christopher Lee Hemm, Arjun Chakraborty, James Flegle, Louis Levin, Reona Yamaguchi, Lowell Weisbord, and Luc Rinaldi. Associate members in attendance included: Graham Frazier, Grant Carstanjen, Josh Xu, Alex Choi, Eddie Hauser, George Bubrick, Leone Tarantelli, Charlie Blampied and Harry Strauss.

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

Formal & Informal Alcohol-Free Recruitment

At the Chicago chapter, the chapter hosts formal and informal alcohol-free recruitment events. Please see our alumni letter attached.

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 Review Board consisting of elected members Benjamin Broner, Nick Ogilvie, and Owen Elrifi. If a member of the chapter is found to have committed an action that violates the chapter's code of conduct, Delta Upsilon policies or chapter-specific policies, the Judicial Review Board may suspend that member or take other appropriate measures of action. The Judicial Review Board's policies and procedures can be found in Article VI of our chapter's Constitution and Bylaws (attached). So far, there has been a case the board has heard regarding accidental damage to the house. A brother mistakenly damaged the handle to a bathroom on the second floor and was charged a fine to replace the doorknob. After the brother completed the fine, the damage was fixed and the bathroom door is fully functioning.

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

Substance-free Retreat

On Saturday, October 27th, the brotherhood traveled to nearby Jackson Park to play some rounds of golf, watch college football, and kick back and relax after a stressful week of midterms.

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

Initiation Ceremony

New Brothers from our Fall 2018 recruitment cycle will be initiated into the fraternity according to the Ritual Book - the planned date is January 18, 2019. Each will sign their name, having received an invitation prior to the event, and sing ""Hail, Delta Upsilon,"" and ""It Was Founded by Our Fathers,"" a song which bears particular importance to our chapter, as it plays a central role our annual inter-fraternity sing performance. All components of the ritual shall be followed.

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

Social Media

Our chapter utilizes social media for recruitment and updates our recruitment exclusive website regularly. Brothers promote recruitment on various social media accounts including but not limited to: Facebook, Twitter, and Instagram. ||Link to recruitment website: http://rushdu.strikingly.com/ |

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

Alumni Newsletter

Brother Yoo Joon Kim was responsible for writing the last issue of Iron Key, a newsletter reviewing the events and highlights of the past term, actions and accomplishments of individual brothers and the brotherhood at large, and plans for the future. The duty will be passed onto Brother Will Mann for the future. The newsletter will be published in the summer and attached is the newsletter from last year, which will largely resemble this year's edition. Iron Key is distributed via email to all Chicago chapter alumni. Brother Mann will make great efforts this quarter to detail not only the newly initiated members, representative of the new direction in which our chapter is heading, but also to pay homage to the graduating fourth years, who have given so much to make our chapter what it is today.

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

Philanthropy Event

Earlier this year, the chapter participated in several philanthropy events sponsored by other Greek organizations and campus groups. Among them was UChicago Medicine's 2018 RBC Race for the Kids. The Race is a research fundraiser for UChicago's Comer Children's Hospital and offers families and friends a fruitful day of support for children's health. With the assistance of brothers on the track / cross country teams as well as others, the chapter participated in this amazing event. Attached is a photo of two third-year brothers, Ruben Abbou and Harry Mash, after their successful runs.

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

Financial Scholarships Available

As a chapter, we make it very clear from the beginning of the recruitment process that one's financial situation is never a barrier to becoming a new member or a brother of Delta Upsilon. Any news about financial scholarships is forwarded to brothers to fulfill anyone's need. It is made clear when giving a bid and consistently thereafter that brothers have a confidential and comfortable relationship with the treasurer when it comes to paying dues.

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

On October 14th, the chapter hosted a meeting overviewing the Men of Merit Standards Program. President Peter Simotas went over the Men of Merit Information Packet, detailing the importance of following the standards. It was agreed that the event could be improved by having all members read over the program beforehand, as to not raise unnecessary questions that extended the meeting. Attendees: Jarrod Dominguez, Jack Potrykus, Gerardo Perla, Joshua Zalkowitz, Yoo Joon Kim, Shawn Kim, Nich Arena, Zachary Wiener, Jakob Feinstein, Willem van der Eems, Harry Mash, Ronald Balutiu, Taye Baldinazzo, Jackson Quinn, Owen Elrifi, Andrew Mamo, Luis Vargas, Marcos Dymond, Henry Medina Connolly, Alex Cantave, Alex Markowitz, Peter Simotas, Arthur Jacobs, Jesse Berns-Zieve, Kenny Kim, Winston Wang, Jonathan Li, Ruben Abbou, Nick Ogilvie, Tom Wilson, Julian Girod, Brendan Sanderson, Michael Montoya, Tyson Miller, Elliot Painstil, Daniel Avila, Tyler Raclin, Chris Lee, Darius Kahan, Dhruv Maheshewari, Tommy Hagan, Oscar Sarkes, Aaron Casella, Morgan Wolfe, Noah Wintman, Luc Schreiber, Ben Broner, Patrick Brady, Reiji Mennitt, Will Mann, Will Anema, Brandon Huang, Aaron Guo, Christopher Lee Hemm, Arjun Chakraborty, James Flegle, Louis Levin, Reona Yamaguchi, Lowell Weisbord, and Luc Rinaldi. Associate members in attendance included: Graham Frazier, Grant Carstanjen, Josh Xu, Eddie Hauser, Alex Choi, George Bubrick, Matthew Presutti, Leone Tarantelli, Charlie Blampied, and Harry Strauss.

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

Ritual Book Safekeeping

At the Chicago Chapter, our chapter roll book and our ritual books, as well as other documents important to the chapter, are stored in a fireproof safe in President Peter Simotas' room. Peter ensures that the books and documents are maintained in good condition. He follows the procedure of being the only member with the passcode to the fireproof safe and checks it weekly to guarantee its safety. Following the appointment of our new chapter president, Jack Potrykus, he will continue the safekeeping procedures.

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

Executive Retreat

On the weekend of November 16th-18th, the executive board traveled to a small town and lodged in an AirBnB in Twin Lakes, Wisconsin. Stepping away from the bustling streets and noise of Chicago, Twin Lakes offered a perfect and serene locale for deliberation. They stayed in a secluded area with minimal distractions from the outside world, and valuable discussions were had, reflecting on a nearly complete year of service to the chapter, as well as how the executive board might best handle the transition to a new era.

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/Little Brother Guidelines

At the Chicago chapter, the chapter is in accordance with the Big Brother / Little Brother conduct and guideline reveal. Please see our alumni letter attached.

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

Loss Prevention Policies & Procedures

At the Chicago chapter, the chapter and its members follow Delta Upsilon Loss Prevention policies and procedures at any event where alcohol is present. Please see our alumni letter attached.

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

The Chicago Chapter keeps a written procedure in which the various shifts and responsibilities for events are gone over in detail along with instructions on proper conduct in the case of any potential hazards or potential violations of the chapter's rules (e.g. if a guest appears hostile or threatening to other guests, get the attention of other brothers before politely asking the parties involved if everything is alright). For each event, there is a Brother from each year and the current pledge class that serves event management duty. Brothers and Associate Members are ""seeded"" at random at the beginning of the quarter. The Director of Loss Prevention coordinates event shifts and responsibilities, such as standing at the entrances and patrolling the party to make sure everyone is safe.||Attached is a copy of our event management policy. |

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

Below is a copy of the Brotherhood Calendar, Fall Quarter 2018. On September 30th, a day before the start of spring quarter, the master calendar was distributed to all members.||September 30 - Executive committee meeting|October 1 - Fall quarter Begins|October 7 - First chapter meeting of the quarter|October 9 - Scholarship Series cultural event|October 11 - The chapter will hold a social with Alpha Omicron Pi|October 12 - Bowling service event|October 14 - UChicago Medicine's Race for the Kids 5k race/walk, Chapter meeting|October 16 - Participants will play in the first flag football game of the season|October 20 - The chapter will host a retreat with DUI Director of Loss Prevention|October 21 - Chapter meeting, participate in aKDPhi's philanthropy events throughout the week|October 24 - The chapter will hold a social with Pi Beta Phi|October 27 - Substance-free retreat at Jackson Park|October 28 - Chapter meeting|November 3 - Swim meet, several brothers will be competing. Loss Prevention Meeting.|November 4 - Chapter meeting, City Elementary representative coming to speak to chapter|November 9 - Attending the Illinois Student Sexual Misconduct Conference|November 10 - The chapter will hold a social with Alpha Omicron Pi|November 11 - Chapter meeting|November 16-18 - Executive retreat|December 2 - Chapter meeting, Philanthropy brief from Pi Beta Phi for Arrowfest|December 7 - Secret Santa with whole chapter|December 10 - Final Exams begin|December 14 - Fall Quarter ends

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

Pledging Ceremony

Just like the Initiation Ceremony, the Pledging Ceremony is performed as outlined in the Delta Upsilon Ritual Book.

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

A week into the associate member education program, the associate member educators sorted through the associate members' indicated preferences for ""fathers"" and paired ""sons"" - it is a tradition in our chapter to use these terms instead of Big / Little Brother. Before revealing these fathers to the associate member class, the to-be fathers went through an orientation led by associate member educator Lucas Schreiber, in which they went over what the program entailed. In addition to education on the standard responsibilities of the program, fathers went over how to go above and beyond in guiding their sons through the associate member education process and their first year of college. Fathers generated a calendar for father-son events and brainstormed fun ways to bond with their sons outside of the official programming, including ideas such as trips to the Museum of Contemporary Art, the United Center, and an all you can eat sushi dinner downtown. In future years, it was agreed that the event could be improved by quizzing the to-be fathers on their future responsibilities to ensure they are devoted to the program and to their sons. Attendees: Yoo Joon Kim, Zach Weiner, Tyler Raclin, Will Anema, Tommy Hagan, Patrick Brady, Ruben Abbou, Henry Clarke, and Chris Lee.

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 Recruitment Process

Three members of both the Fall and Winter classes of second years - Reiji Mennit, Louis Levin, and Aaron Casella - served as rush chairs for this year's fall class. The trio worked very closely together, always keeping in constant contact, and serving as walking advertisements for the benefits of brotherhood that our Chicago chapter of Delta Upsilon has to offer. Brothers Mennit, Levin, and Casella took much advice from their fellow pledge brothers in the recruitment process. They managed to recruit a great group of ten young men for our fall class. We look forward to incorporating members of the fall class in the recruitment process next winter.

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).

Associate Member Education Program Time Period

At the Chicago chapter, the chapter follows the Fraternity-mandated Associated Member Education Program time period. Please see our alumni letter attached.

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).

Two Signatures

The Chicago chapter has one chapter debit card (and of course, no credit cards) under the name of Treasurer Andrew Mamo with the local Hyde Park Bank. Any check issued by the chapter must have the signatures of Andrew and one other executive committee member, such as the President (Peter Simotas) or the Vice President (Henry Connolly). As we transition to new leadership, the roles will be conducted by Harry Mash (Treasurer), Jack Potrykus (President), and Joshua Zalkowitz (Vice President). Attached is a photo with such a check as an example.

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

Timeline used by VPME

This is the timeline that the previous VP of Membership Education followed in order to ensure that everyone involved with initiation was up to speed.

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.

New Member Eligibility Standards

This submission contains excerpts from the Christopher Newport Chapter Constitution and By-Laws that display the new member eligibility standards for the fraternity.

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

Basic outline of presidents duties

This is a very bare-bones structured document that is used in the transition meeting simply to facilitate conversation among the outgoing and incoming president.

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

Example of Initiation initiation

This is the invitation for initiation that shows that there is an alumni giving the charge. If you look at the locations on the left hand side, it is also clear that it was in a public space, and was open to all.

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.

Theta Class Active Potential Member List

This names list consists of potential new members that have either expressed interest to rush in the fall and have decided to postpone until spring, or have expressed interest in the fraternity for spring rush. Every name on the list has information such as phone number, brother of contact, email, GPA status, and a concise synopsis of their hobbies, interests, and how serious they are about rushing. The names are listed in alphabetical order.

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.).

Letter from Adviser

Letter from Adviser on use of chapter funds

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 Involvement With Take Back the Night

On April 11th of this year, our Chapter attended a Take Back the Night event to support victims of sexual assault in the CNU Community. Attached is a photograph of the Brothers attending the event.

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

VP Recruitment Key Responsibilities and Timeline of Duties

These documents provide information on the key responsibilities of the VP of Recruitment as well as a detailed timeline of the duties that must be fulfilled for the upcoming 2019 Spring semester.

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.

Description of Electronic Calendar

Due to the master calendar for the chapter residing in a shared google calendar, which is a plug in which adds all chapter activities to the personal google calendar that is attached to the CNU email which we all have

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

Alumni Speakers Discuss Loss Prevention Tactics and Brotherhood Engagement

We had two alumni brothers, Derek and Nic, come to our chapter and speak on their experience with loss prevention and how the brotherhood could come together to create a safe environment at CNU. We elected to have them speak at our regular chapter time to ensure that all brothers would be available to hear them speak.

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

DU Duck Hunt Fall 2018

Brothers Dress as ducks at the CNU farmer's market, and people can pay a dollar for a balloon to throw at them. Additionally, people can pay $40 to have the whole brotherhood throw balloons at the brother of their choice. This fall semester we made $260 towards GSI.

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

Passport Status

Shows the roster of Active Members and the status of an active passport

Operational - The chapter conducts a recruitment skill set seminar.

Delta Upsilon Recruitment Seminar Powerpoint

Recruitment Seminar Presentation

Operational - The chapter maintains an active recruitment committee with written committee goals and written individual goals.

Recruitment Committee Goals and Minutes

This submission contains a list of the committee roster with committee goals and individual goals. It also contains a copy of a committee meeting's minutes to prove the active status of the committee.

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

Executive board goals

This is a document that I drew up myself and then amended with the help of the executive board at our first executive board meeting of our term.

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

Blank Eboard and chapter minutes

This is a copy of the eboard and chapter minutes that is sent to the eboard every week to update with what they will be talking about at each meeting.

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

Procedure of Protection of the Roll/Ritual Books

A word document of the procedure the Chapter follows to ensure the protection of both the Roll and Ritual Books

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

Delta Upsilon freshmen and underclassmen orientation involvement

These documents prove that Delta Upsilon takes part in freshmen and underclassmen orientation events such as the activities fair. The link to the activities fair online page for the fall of 2018 is shown below.||https://thecompass.cnu.edu/organizations?categories=5510

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

Delta Upsilon Scholarships for new and current members

This document holds information on scholarships specific for Delta Upsilon on page 8. It provides information on the McQuaid Scholarships as well as the Oak Circle Scholarships and their due dates.

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 Promissory Note

Our forms for members, where they sign to setup a payment plan invoking responsibility upon that member to complete their financial commitment to us in a timely manner.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Rush Week Values Night

Values Night is an event the fraternity does every rush week. It provides an opportunity for potential new members to learn about the history, culture, and values of Delta Upsilon through a fraternity presentation. In addition to learning about the fraternity and its values, potential new members have the opportunity to hear the stories of membership from current members and alumni that have been invited to attend and speak. All current and past members of Delta Upsilon are invited to attend. Attached below is the Values Night presentation, as well as the Fall 2018 Rush Week Flyer that advertises Values Night with date, time and location.

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.

Delta Upsilon Fraternity Information and Recruitment Materials

Below are two documents that are utilized during the recruitment process to educate potential members and their families about the history, philanthropy of Delta Upsilon as well as the benefits of joining the organization.

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.

Example of Initiation initiation

This is the invitation for initiation that was sent out over facebook to friends of the chapter from the university, as well as parents of the brothers

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

Constitution Article IX - Judicial board

This is the section of our constitution that establishes and regulates the judicial board.

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

Amendments from 11/8/2018

These are two amendments submitted to the chapter on November 8, 2018 by the constitution committee. These are simply the most recent amendments - there is consistent updates to the constitution ( currently in version 2.7)

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

Written procedure for membership bid extension

This procedure, with its criteria, is written out in the Christopher Newport University Chapter By-Laws.

Operational - The chapter conducts a recruitment skill set seminar.

Delta Upsilon Recruitment Seminar Powerpoint

Recruitment Seminar Presentation

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).

Chapter followed Fraternity mandated time period for Associate Members

Associate members of the Eta Class were pinned on Saturday, September 22nd, 2018 and initiated into the Brotherhood on November 22nd, 2018 at exactly eight weeks.

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

Alochol Free Fall 2018 Rush Letter

This letter is from the faculty advisor of the Christopher Newport University Delta Upsilon Chapter. In this letter he verifies and confirms that all Delta Upsilon formal and informal rush events are free of alcohol and any kind of illegal substances.

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

Delta Upsilon Social Media Accounts and designated managers

These documents present the active use of the Christopher Newport Chapter of Delta Upsilon social media account, as well as constitutional appointment of who is designated to manage them.

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

The date of initiation was made clear at the beginning of the Associate Member Period

Associate Members were informed of the date of their initiation at the beginning of the Associate Member Education period during their first membership education session. Below are minutes from that session that outline this.

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-Led Informal Recruitment Event

These documents are from an informal recruitment event held this fall where newly initiated brothers were encouraged to invite and interact with potential new members for the prospective pledge class for the spring semester.

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

Brothers and Events Attended Spreadsheet with Photos

The following speadsheet has every philanthropic event held by other greek organizations at CNU, and which brothers attended each one. The photos attached are examples of events our brothers attended and competed in throughout the last year.

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

Associate Members attended Chapter meetings and the Associate Member Class President gave a report

The Associate Members were in attendance of every Chapter meeting, and the Associate Member Class President gave a report for each Meeting.

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

Passport Data

According to an anonymous poll in our messaging app, 23 of our 33 brothers have a valid passport. This exceeds the 50% at a percentage of almost 70% of our chapter that has a passport.

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

Attached below is the an excel file listing a set of worker groups Alpha - Echo which rotate per each event held. Also contained in this file is a description of what is to be expected of workers as well as all brothers in the time leading up to an event. All workers must be sober if there group is up to monitor the party.

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

Habitat For Humanity

Our brothers helped repair a home for the less fortunate in order to bring new life into the now poverty stricken area that is Malone. This specific weekend was the last weekend that was needed to finish off the house they were working on. APO sponsored that weekend's events in hopes of getting a mass amount of participation in the final touches and cleaning of the house before it was sold at costs to a family in need.

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.

Semester Goals

Attached is the invitation and list of people invited to our initiation ceremony.

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

Workshop/seminar referrals

One of the responsibilities of our VP of Academic Excellence is to scout opportunities on campus for academic and professional assistance. These are mentioned at chapter meetings, and included in meeting minutes for members who missed the meeting. Attached are examples of such referrals.

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

Ritual Books

The document contains our description of how we take care of the books.

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

Academic Mentorship Program

Our academic mentorship program is based off of the attached google form. Members pick classes they are comfortable providing mentorship in, these results are compiled into an Excel sheet and distributed to all members for reference and assistance. ||As it is a google form, the link to access the form is as follows:||https://goo.gl/forms/983O4pgsjjy4XvSw1

Operational - The chapter maintains an active recruitment committee with written committee goals and written individual goals.

Recruitment Commitee

This is the submission for the indicated field.

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 form

Attached is the updated officer transition form for the VP of Academic Excellence position. This form is updated by each new VP, and tailored to the position's current role in the fraternity.

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

DZ Grilled cheese

We started to create new relations with Delta Zeta this past semester, so to encourage this we made sure to bring the majority of our brotherhood to one of their philanthropy events this semester. They were greatly appreciative.

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

Larger Financial Issues of the World

For our Associate members during their education sessions we try to teach them about a new topic each week along with the readings from the Cornerstone. As VP of Finance one of my personal responsibilities is to teach one of these sessions. The goal of this is to teach the Associate members about some financial issues that they may face one day. This process is designed to teach them the skills needed to get through any of the financial issues they may face. Mostly we talked about taxes. Tax brackets were discussed and how to fill out a tax form with the IRS along with navigating the IRS's website. I then showed them the houses budget sheet/ the books and told them how they could make they're own versions to monitor their personal spending. Finally, in closing we talked about putting money aside for emergencies and not living paycheck to paycheck. No files are attached due to the fact this was a presentation that utilized the internet and the use of chapter books.

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

Our chapter has a Google Calendar that all brothers can access and add events for the brothers to see. Here is the link: https://calendar.google.com/calendar/r/month/2019/2/1?tab=mc&pli=1

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.

Voting and Officer criteria

Attached is an excerpt from our chapter bylaws outlining the criteria for officer consideration and voting rights.

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

Financial Scholarships

Submission for this criteria.

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.

reserve budget

Out of the total $11,147 allocated for use this semester, $1,320 were put into reserve funds. This comes out to be a reserve percentage of 11.84%, which surpasses the required 5% by double. These numbers were discussed with both the alumni board and the Alumni Treasurer during a Skype call on September 12th, 2018. It can be seen under the finance and external relations tabs in the book attached below that funds were reserved. In order for these funds to be used, a unanimous vote had to be obtained from the chapter during our weekly chapter meetings.

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

Semester Goals

Attached is the list of individuals that attended the initiation ceremony. Our ceremony was held in one of the academic building on campus (a public space).

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).

Signatures on check

Attached is an image of our chapters check with the signatures of the VP of Finance and the President. Next to it is the receipt that it was used to reimburse. Furthermore, the brotherhood doesn't have any credit cards. However, there is one debit card that is taken out in the name of the VP of Finance. Monthly we receive a statement listing all purchases made and their amounts. The alumni treasurer also receives a copy of this.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Alumni Attended Recruitment Event

Submission

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

Executive Board Retreat

Attached is the agenda for our Fall 2018 retreat. We followed the same agenda as last year which seemed to work well, and seeing as this was the second semester serving on eboard for most of the positions we were able to reflect on our person strengths and areas for improvement from last semester.

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.

Officer Guide

For our officers we have documents that aid in the transition of all positions. Specifically, for the VP of Finance position, we have a google drive that is passed down. In there there is a tab called Guides. Here there are specific sheets on how to do different things. This was then all combined into the document attached below. Additionally, the dates of events from previous years can be found in the calender's kept by the chapter.

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

Initiation Practice Agenda

Attached is the agenda for our Initiation Ceremony Practice. We always rehearse the initiation ceremony the night before the initiation ceremony so that the ritual team knows what they need to do during the ceremony, and the associate members are familiar with the oaths they will take as well as the flow of the ceremony.

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

For brothers who need extra time to make payments towards their accounts we have a promissory note process. This includes setting up a plan, having a signature from the VP of finance, the borrower, and at least one witness, and a fee can be set in place if not paid on time. Additionally, all of the changes to normal payment plans is mentioned at Chapter meetings every Sunday morning as well as being discussed at e-board meetings. Last semester all payments were made on time. This was monitored using a Legfi program.

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

The Hoot

The Hoot is our Chapters news report to the parents and alumni. It features our successes from the last semester.

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

Academic Mentorship Program

Our academic mentorship program is based off of the attached google form. Members pick classes they are comfortable providing mentorship in, these results are compiled into an Excel sheet and distributed to all members for reference and assistance. ||As it is a google form, the link to access the form is as follows:||https://goo.gl/forms/983O4pgsjjy4XvSw1

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

Accounts Receivable

At the Clarkson Chapter, we take late accounts very seriously. Through the use of promissory notes we make an original agreement. If that agreement is not kept further action is taken. This includes fee's along with contacting both the person in debt and in extreme cases their parents. Luckily, we have a good group of brothers and have never had to deal with anyone refusing to pay on time. If there is a need for an extension of the date on the promissory note, the person is brought before the financial review board and their appeal is reviewed. Any over due payments are also shown on Legfi in red font to allow me to know it is time to talk with that brother . Since no accounts are receivable at the moment, 0% of these accounts are considered as income.

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

Social Media Links

Submission|

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

Academic Incentives

Each semester, the VP of Academic Excellence awards $50 to both the highest performing (highest GPA) member for the semester as well as the most academically improved member. An E Mail to one of last semester's winners are attached, as well as the position manual which outlines this incentive process. Please note: incentives are awarded at the beginning of the new semester, so the Fall 2018 winners have not been awarded yet.

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.

Parents informational letter

Attached below is the letter that is sent out to all parents of our brothers. It discloses all financial information regarding the semester. There are 2 separate letters. One is for the associate members parents and the other is for the brothers parents.

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

Responsibilities

The document details the responsibilities of the VP Administration position.

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

Receipts

For all reimbursement of purchases a printed receipt showing an itemized list is required. Attached is a copy of a receipt, a blank reimbursement form, and the books showing that the receipt was from the past semester.

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

Personal Budgeting

Over this past semester we had our Alumni Treasurer, Rob Brai, give us a speech on how to improve our personal financial decisions. Since Rob Brai was in New Jersey for this the discussion was done through a Skype call. The laptop for this call was connected to the TV in the chapter room so all of the brothers could clearly see the diagrams he showed and heard him well. Attached below is a screenshot of this Skype call. Little hints from Mr. Brai such as setting up a ""reserve for yourselves, just like the chapter"" will be sure to influence our brothers positively in the future and to make them better men.

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

Academic Review Board

Our academic review board is comprised of 4 members: The VP of Academic Excellence and three elected chapter members that meet the academic requirements of the review board. A excerpt of the chapter bylaws that call for the academic review board are attached.

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

Alcohol Free Letter

Submission fitting the defined criteria.

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

Semester Goals

Attached is the list of goals set for the semester by each executive board position.

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

Initiation Practice Agenda

Attached is the agenda for our Pinning Ceremony. The ritual book is closely followed throughout the ceremony.

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

Loss Prevention Policies and Procedures

Attached below is a letter from one of our Alumni stating how we follow Delta Upsilon's policies regarding the use of alcohol.

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

The submission fits the above criteria

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

Judicial Board Policies and Procedures

Attached is a document outlining the guidelines that our Judicial Board follows. Our chapter has always viewed Judicial Board hearings as very formal proceedings for serious offenses. Because of this, most conflicts are resolved between brothers and our judicial board has not heard any cases this semester.

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

annual audit

The chapter has a financial review board that goes through and performs an audit at the end of each semester to see how all of the funds were spent. This is kept in a detailed by date log in Microsoft Excel. Furthermore, the alumni treasurer, Mr. Brai does check ups on the chapter regularly to make sure we are in good economic standing.

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

This is the submission for this criteria.

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 Members in Recruitment Process

Submission

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.).

Letter showing no use of chapter funds for alcohol

A letter from our chapters alumni corporation is attached below. You will find that in his report he states that no chapter funds are ever used for the purchase of alcohol. Specifically, in the third sentence. Also, attached below is the spread sheet for the semesters funds and detailed logs of how they were used.

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

In the file attached below is the Delta Upsilon's Loss Prevention Policies. At the first chapter of every semester (August 26th, 2018 ) the VP of Loss Prevention reviews these policies to refresh all members on the rules and regulations we must follow. This semester Jerry Miller reviewed these policies with the entire chapter where full member attendance was required and fulfilled. A way this could be improved in the future would be to include more of what our university expects as well with safety. Even though this guideline covers most aspects that Clarkson has, there are a few minor details they expect from us as we have on campus housing.

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

Don Dangremond

We were fortunate enough to host our alumni Don Dangremond ('72) to talk to us about his time at Clarkson as a brother of Delta Upsilon. He made sure to point out that although we have been very successful recently to continue to be better men. Not making further progress only means that we are not using our full potential

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.

P&M Education Materials

The submission is for above selected criteria.

Operational - The chapter conducts a recruitment skill set seminar.

Recruitment Skill Set Seminar

This is the submission for this criteria.

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

Initiation Ceremony Agenda

Attached is the agenda for our Initiation Ceremony and a picture from the ceremony. The ceremony is always performed exactly as outlined as in the ritual book.

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

Attached below is an excel file listing sober worker groups that rotate throughout the semester. Included in the file is a list of tasks that every worker must follow to aid in the safety of any event held.

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

Loss Prevention Policies

Attached below is Delta Upsilon's loss prevention policies that are reviewed at the first chapter of every semester. There is at least 90% of the chapter members present as chapter is mandatory for all members as shown in the chapter attendance file attached.

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

Loss Prevention Policies and Procedures

Attached below is a letter written by an alumni about the chapter following Delta Upsilon's and Clarkson's loss prevention policies.

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

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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.

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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

All of CEP

all of cep

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

Receipts required

All reimbursements are done through are accountant, Kassie who works for Sciarabba Walker and Co. I send her an email with a picture of the receipt, the name of who needs to be reimbursed, total amount due for reimbursement, and the applicable budget that such purchase falls under. Members are not reimbursed for the use of chapter supplies unless a receipt is both submitted and carefully inspected by myself and the accountant before reimbursement.

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

The VP of Academic Excellence and Executive Board have put together an academic review committee consisting of the Executive Vice President, VP of Academic Excellence, and VP Membership Education, as well as two at large non E-board members. This committee meets once a week on Sundays after chapter as well as whenever urgent to ensure that all chapter members meet the fraternity's academic standards. When it is clear a member is not up to standards, the review committee meets with the student to discuss a plan of action in order help the student improve. Steps may include finding an on campus tutor, selecting a chapter mentor, or implementing a schedule of study hours. Once the student has reached chapter standards, the committee continues to check in with the student periodically in order to ensure continued success.

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

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

Keeping our alumni and parents better up to date is something that we want to work on. We have an online news blog in which we publish information about past events or distinguished alumni https://cornelldu.org/news/. This past summer and coming into the Fall, we've aimed to update the blog more often with more stories because alumni and parents often tell us how interested they are in seeing what our chapter is up to. Along with this newsletter, we also have an active Facebook page that has photos and posts about recent speakers or events. These are great ways to keep updated and is fun to connect to many people across the country

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

Cornell's Facebook profile

Regularly updated.||https://www.facebook.com/DUCornell/

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

Initiation Ceremony Program

A copy of the program of the Initiation Ceremony (including the date, participants, and agenda), along with a summary of attending guests on the following page.

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

Roll Book

The chapter's Roll Book and Ritual Books are looked after by the VP of Administration. They are kept in the trophy case of our chapter library. This library was recently renovated during the summer of 2017 and is fire proof. These books are only removed for the appropriate ceremonies and are otherwise kept secured in their case.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Gingerbread decorating

Had a group of alumni stop by for one of our more wholesome events-- covering the entire house with christmas decor, relaxing at the end of classes before exams set in, and competing to see who can make the most grandiose house (all with about 20 PNMs joining us).

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.

DU Cornell Financial Information

I've attached a screenshot of an email sent out to parents regarding up to date dues, fees, and payments necessary. Along with the screenshot, I attached a doucment on the email with all financial information which I will also attach to this submission. This is sent to parents each semester in order to ensure they are aware of all fees that need to be paid.

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

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

I misspoke for some events and added philanthropy events under the service title so this submission will include other service events along with more philanthropy events as well, sorry for the confusion. The brothers participated in other events as well. For more philanthropy events, we had 26 brothers attend Sigma Chi's Derby Days event to raise money at their carnival-style event for the Huntsman Cancer Foundation. We also had 31 brothers participate during Alpha Phi's Heart Health Week with activities including yoga, baking, T-shirt tie-dyeing and more that raised money for the Alpha Phi Foundation. ||For other service events, we have 8 brothers traveling down to Jamaica over winter break to help build houses for those in need. This has been a wonderful service trip that we have done in years past that greatly impact those in Jamaica as well as the brothers that participate. Also, we had 28 brothers, over a week, attend training sessions for mental health awareness and how to address the issue. This was hosted by Cornell Minds Matter which is a student-run organization that helps bring awareness to mental health on campus. They taught us how to help those going through tough situations and how to listen to them along with other people and groups to refer them to if needed.

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

Service Event: Cater an event at Children's center

Cater an event at Children's center

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

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

Our chapter loves having alumni come back. Recently, we decided to have some young alumni come back and speak to us about their experiences in business and reflect on how their time here influenced their success. We had two very recent alumni come back including Paul Variano ('15) and Mike Ferranti ('17) to talk about their experience in investment baking and their professional careers. It was a great opportunity for recent alumni to come back and relate to our current brothers about the importance of being active on campus and taking on leadership to help ready them for their professional careers. On top of that, we also had Mike Barone ('86) visit in September to talk to the brothers about his time at Cornell as a DU and encourage everyone to make the best out of their opportunities at Cornell. It's always great to have alumni stop by to speak or even visit for an afternoon and tell us about their experiences at Cornell.

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.

Operational - Chapter has at least three outside facilitators conduct sessions for the Associate Member Education Program.

We have had three outside facilitators or groups conduct sessions with us regarding member education and fraternal values. First, we had every brother, new and old, attend the Tri-Council's 2nd Annual Summit on Sexual Assault. This event on October 18th helped us as a house talk about our culture and beliefs towards this issue and what can individuals do to mitigate the risk of sexual violence on campus overall. It was an influential event that impacted us about the Cornell community. Second, we had new members, as well as some older brothers, attend Tri-Council's 1 Greek Experience which was an afternoon spent to educate and remind brothers what it means to be in Greek life at Cornell and the responsibilities that we have as representatives of Delta Upsilon on campus. Finally, we brought in Cornell Title IX to speak to our new members as well as the whole brotherhood about fraternal values and house culture. We had insightful small-group discussions on masculinity and the responsibilities we have as men in Greek life at Cornell to uphold our house values as well as the Cornell community expectations. (Included is a photo of members from Cornell Title IX along with our brothers).

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 recruitment use

New members were utilized in recruitment just as heavily as existing brothers. In fact, placing an added emphasis on new members helps us find individuals who were not so certain about joining Greek life but will have the extra reassurance from newly initiated members to explain how simple and streamlined the process really is.||New members were encouraged to write prospective names into our shared spreadsheet. Additionally, new members were encouraged to invite unaffiliated close friends, teammates, and club members to every rush event so that the brotherhood could get to know more people.||To conclude, new members were utilized in very much the same way older members are used in the recruitment process.|

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

Ritual Team and Practices

A list of the members of the Ritual Team as well as the various dates and times of Initiation Ceremony Rehearsals.

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

Accounts Receivable

All accounts receivable have been paid apart from one outstanding payment from Matt Marani. However, our accountant has spoken with him and his parents and they will be paying it shortly. Even with this, total accounts receivable does not nearly exceed 5% of chapter's total income. Although it only occurs rarely, all accounts receivable left outstanding are avidly pursued in order to ensure all payments are collected. All members from the past semester have paid their dues.

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

Delta Cares

The incumbent members as well as potential new members of Delta Upsilon all head down to the Thompkins County food kitchen during the second day of the recruitment week. We assist in the kitchen as well as serving the food. It is a good chance for brothers to build relationships with potential new members while doing good for the community.

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.

New member fee information shared with PNMs

We share a cost breakdown of the new member fees and costs of joining DU at Cornell with PNMs: see attachment of screenshot shared with them.

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).

Associate Member Education Period

Associate Member Education Period Description

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

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

This fall, there were many different service events that our brothers participated in. For example, on Saturday, October 20th, 16 brothers attended Cornell's Pedals for Pets which is an annual bike-a-thon hosted by the Student American Veterinary Medical Association that raises money for the Patient Assistance Fund at the Cornell University Hospital for Animals. Also, on Friday, November 16th, we had 23 brothers help the Cornell Students for Hunger Relief and facilitate the Thanksgiving Turkey Drive. Not only did we help set up the event but we also internally raised enough money to donate 10 turkeys for the drive as well. We also participated in Greek-sponsored service events including Kappa Alpha Theta's relay for life in which we had 19 brothers participate at the track along with raising money for the American Cancer Society. We also had 12 brothers perform at Delta Gamma's Anchor Jam which is a dance competition that raises money for Service for Sight.

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

Directing Members to Campus Tutoring

As a part of the academic review committee, we refer students to the appropriate campus tutoring sessions. For example, I have referred many humanities students to the writing seminars at the Knight Writing Institute to help with their papers. I have also helped research and put students in contact with tutors for other majors, as well as referenced graduate student mentors. Students have reported these tutoring sessions to be very helpful with their work, as they help get another perspective and set of advice. I myself, as an English major, often go the Knight Writing Institute to help get another set of eyes on my papers.

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

Helping Hands

The brothers of Delta Upsilon come together during freshman move-in day to help the freshmen move their bags into their rooms. This promotes early exposure to potential new members and allows for brothers to talk with parents too, who have many questions about their kid's upcoming experience.

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

Associate Member Retreat

Associate Member Retreat Description

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

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

Our house has some avid writers that are well connected to the Cornell newspapers and sports blogs. One of the benefits of that is being able to contribute content to the school papers and websites about our events and success. Specific articles include updates about our service and philanthropy events such as our annual trip to Jamaica and Clam Bake. However, we also try to get articles published about our brothers' personalities and hobbies. For example, we were able to have The Cornell Daily Sun write an article about two of our current brothers Jonathan Hall '18 Fall and Tony Mare '19 about their desire to produce music and signing with a local record company. These types of articles help keep us stay connected to all of campus and the brothers love getting a little ""local fame"".

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

Sober duties

Cornell Delta Upsilon event management duty rotation procedures.||All members of the house can and will be chosen for sober duty each semester. Sobers are chosen using a random sorting system. After you have been chosen once you are removed from the pool until all members have sobered one event, then the list restarts.||Inside the basement:|1:15 people for sober to guest ratio|All visible alcohol must be behind bar to be handed out to those who brought it for themselves and given out by sobers ALONG WITH unsalted snacks + bottled water left out|2 sobers remain behind the bar at all times|Other sobers will stay at exits and fire alarms while in the basement|If the event exceeds this number of sobers (7) the rest will roam the event, and rotate with the other members on exits, bar, and alarms|NO SOBER MAY DRINK ALCOHOL AT ANY POINT IN THE NIGHT THEY ARE SOBERING|Doing so puts the entire brotherhood at risk and you will be penalized accordingly|If someone needs help assist them, also get another sober or bystander to call 911 while you make sure the person is OK|Be cautious for people who are too drunk, people who are about to fight, or individuals being predatory and creepy towards guests. All of these people must be asked to leave, and then removed from the event.||At the door:|Check people's ids using Cornell issued scanner, X mark with sharpie for underaged guests|Obviously overly intoxicated people cannot come into the event|Be extremely cautious about letting in strangers or freshmen who we do not know|People of legal age may bring in non-glass and non-liquor (below 30% alcohol by volume) alcoholic beverages and then placed behind the bar to be distributed to the owner when they want it. All other alcoholic beverages must be turned away|

Operational - The chapter conducts a recruitment skill set seminar.

Recruitment Skill Set Seminar

Recruitment Skill Set Seminar Description

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

Agenda for Initiation Ceremony

The submission includes the date of the Initiation Ceremony, the names of candidates participating in the ceremony, and an agenda for the ceremony.

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

Pledging Ceremony Agenda

The submission includes the date of the Pledging Ceremony, a list of the associate members participating in the ceremony, as well as the ceremony's agenda.

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

Date of Initiation

The date of initiation is made clear at the beginning of the associate member period and is done in accordance with the initiation date given by Cornell. For spring recruitment this year, the Cornell IFC has set the initiation date as March 3rd, 2019, for example. We will host our alumni board to partake in an initiation ceremony on this date.

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

Men of Merit Description

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 discussion

This program covered Cornell's Delta Upsilon chapter's loss prevention policies.||The policies discussed included rules regarded alcohol brothers may keep within the house, sober monitor duties, and proper behavior within the house during events as well as when we are not having events. Further, the house's emergency action plan was explained to all brothers. Then, an Officer from the Cornell University Police Department came and talked to the brothers about similar policies from a police perspective as well as their expectation for a fraternity on campus. The program concluded with a discussion and Q&A session with the officers as well as with the VP of Loss Prevention.||The VPLP is Victor Zelov|The officer was Bev Van Cleef||The event occurred on Thursday, October 4th, 2018.||In the future, brothers should be given a physical copy of the House's emergency action plan. Other than that, the event went quite well.|

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

Camping trip executive board retreat

camping trip into the adirondack mountains for our executive board retreat

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.

Rush Excel List

Up-to-date list of rush names

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

Updated By-laws

Last semester, we formally updated our By-laws to improve the effectiveness of our Judicial board. In years prior, our jboard consisted of 5 members: 4 elected members and the Vice President. We changed our By-laws to add in that the Judicial Board will now consist of 7 members: 4 elected members- 1 sophomore, 1 junior, and 2 seniors- as well as the President, VP, and VPLP. We believe that this change will help allow our JBoard to align its purpose with the executive board, and we have noticed an improved effectiveness of the board since this change. We are always open to new changes in our By-laws and look forward to making more in the future as they are needed.

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 Session

Overview of big brother orientation session and how it can be improved next year.

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

Social Media Presence

The house regularly participates in discussions from clubs around the campus. One such example is when the house welcomed members from Cornell's Title IX club for a special training session called ""Masculinity and Fraternal Values"". Photos of these events are then posted to the Delta Upsilon Cornell Chapter page, which has public access and is shared among members in the house in order to promote awareness. Attached is a photo from this year's meeting with the Title IX club.

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

Judicial Board

Our chapter has a judicial board consisting of 7 members. Four members are elected by the brotherhood: one sophomore, one junior, and two seniors. The other three members are the President, VP, and VPLP. The guidelines are handed out in hard copy to all brothers at the beginning of the semester, and meetings are held each week to discuss any relevant matters, including making appropriate changes to the guidelines.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Alumni Weekend

During Homecoming weekend, which takes place during the middle of September, there are several events where the alumni are invited back to the house to catch up. One such event is in Ithaca's park by the water, where the younger alumni, namely the ones who have graduated in the most recent years, come as well as potential new members. Here we spend the entire day barbecuing, playing sports, and hanging out where the alumni tell stories about their time on campus and answer questions that potential new members may have.

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

DU goals

As an executive board, we outline our goals at the beginning of each semester, as well as a tentative member development plan by which we plan to achieve our goals. I will attach our total member development plan

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.

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

Activities

For our activities, every brother is in at least one activity in sports like football, bowling, and baseball, drama, and band, along with some clubs like CSC eats, and Cards and Dice the list that i sent about the passports also show each activity that the brothers participate in.

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 Experience

In this document that I just sent also shows the global studies that every brother went to the most recent was when Davy Ketsenburg going to Guatemala, the upcoming travel our brother Alec Loeffelholz will be going to Scotland for a global studies course for the college.

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

Passports

I know for a fact that at least out of the 20 brothers that at least 9 of us have a valid passport, the document that I sent will show the names of the brothers that have a valid passport.

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

Leadership

For leadership positions that the brothers are in |Connor Rohrs is a senator for SGA|Caelan McGee is the Studio Manager for the Radio Station|Alec Loeffelholz is the president for the history honor society|Allen Gingerich is treasurer for the CSC Singers|Ethan Cockrell is V.P. of External Relations for Delta Phi Epsilon|Jj Kaeshoefer is the Principal Chair for the Band||

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 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).

Education Program

For this I made sure that I created a schedule for classes and events for the new member that would last for 8 weeks. While this semester had spring break that was in the middle of the semester not including that we had an 8 week program starting on their Formal Pledging to Initiation (February 3rd to April 6th).

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

Attending Meetings

One of the requirements that I have the Associate Member Class do is that they have to attend every meeting if they don't have a good reason. During the time that I will talk I have my pledge class president which was Corbin Doucette give his report.

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

Chapter Agenda

Attached is the General Agendas followed for Chapter and Executive Board meetings

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

Short and Long Term Goals

Attached is the Goals set out for the 2018-2019 Academic Year from the first Executive Meeting of the semester.

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.

DePauw Recruitment Diversity Policy

DePauw Recruitment Diversity Policy

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

Our orientation is scheduled for 2/22. This event will be facilitated by VPs of member education and will be attended either virtually or in-person by our adviser for member education depending on his availability. All members that are eligible for little brothers will be invited to attend and only those that attend without a valid excuse will be included in Big/Little pairings.

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

Former President of Columbia and brother Juan Manuel Santos Visits

Brother and former Director of Alumni Relations Travis Owen reached out to President Santos and his staff in a variety of ways including handwritten letters, phone calls to his staff, emailing his staff, etc. President Santos was giving a campus-wide speech at DePauw when Travis reached out to pay a visit to the DU house. He visited for about 15 minutes at our house, shook every brother's hand, and talked about his memories about what DU brotherhood meant to him. President Santos also briefly mentioned what he gained from being a DU in his campus-wide speech including friendship and learning to play poker at his time at the University of Kansas.

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

Receipts

Here is a receipt I have that was used for reimbursement when we watched a fight. We are sure to get them for every reimbursement and have it in a safe.

Operational - The chapter maintains an active recruitment committee with written committee goals and written individual goals.

DePauw Recruitment Committee

DePauw Recruitment Committee

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

Member Expectations

Expectations for members are laid out for parents to see as well as for the associated members.

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 Relation/Alumni Binder

At our chapter, we consider our VP of external Relations with the title of Alumni Chair. Therefore, the attached files are pictures of our binder that details the position's key responsibility and duties.

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

Audit

Here is an example of our monthly audit from Greenburg accounting. We receive them every month and at the beginning of every semester.

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.

Invitation for Initiation Ceremony

At DePauw, formal recruitment is held in the spring and not in the fall; therefore, there was no initiation ceremony in the fall semester. However, spring semester is the time when the Initiation Ceremony takes place. The DePauw chapter sends out invitations electronically through our facebook page and use the same invitation and allow associate members to disperse invitations at their personal discretion. Invitations were sent out March 01, 2018 to families and friends.

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

accounts

Here is a copy of our financial statements sowing accounts receivable is not more than 5% of the chapter total income.

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.

DePauw Recruitment List

DePauw Recruitment List

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.

Outside Facilitators

Our associate member education program is conducted in the spring. We currently have these three speakers scheduled:|-NHPW Anti-Hazing speaker on 2/11 or 2/12. This event is facilitated by DePauw's Greek Life staff.|-Green Dot Training is tentatively scheduled for 3/9 from 10 AM to 3 PM. Green Dot is a national organization that focuses on bystander intervention in cases of potential sexual assault/abuse, bias, and alcohol/drug abuse.|-Black History Month Event is tentatively scheduled for 2/20. The event last year was hosted by NPHC and MGC and outlined black fraternity and sorority history titled ""All we do is step and stroll?""

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).

Length of Associate Member Program

The events and length of the associate member program are available for members to see.

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

Code of Conduct

All brothers are required to sign a copy of of the Delta Upsilon Code of Conduct which can be found on the Delta Upsilon Website. This takes place at the first chapter of the semester and is taken by the President to put in his file cabinet. Members have until the next chapter to complete the signing of the Code of Conduct. All new members in the spring are also given this code of conduct in the beginning of their new member education to ensure they have knowledge about not only the chapter's expectations of them but also IHQ. All code of conduct forms can be found with the President.

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

Associate Member Present Report

Associate Member Class President will report on the Associate Member meetings and what was discussed about the Four Pillars and upcoming associate member and chapter events. *Note: DePauw has Spring Recruitment

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.

Receipt

Here is a copy of our housing contract everyone in the house must sign.

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

Judicial Board

At the DePauw Chapter, the responsibilities of the Judicial Board fall upon the Vice-President. The Vice-President has a paper copy of a binder that is handed from previous Vice-Presidents. The binder contains all Judicial Board hearings, details of sanctions, and general notes of the Judicial Board hearing. Only the President and Vice-President is allowed access to the binder to ensure privacy is maintained for all involved personnel. The cornerstone and chapter By-Laws are also used to aid the Judicial Board for hearings to ensure appropriate procedures are taken. I have attached an email sent by our Vice-President, Samuel Vanderveen, containing the names of those who served on the Judicial Board this fall semester.

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

Pledging Ceremony in the Spring

At DePauw, formal recruitment is not held in the fall but in the spring; therefore, no pledging ceremony was held in the fall. However, the DePauw chapter does hold live video on facebook every spring for the Pledging Ceremony. It is evident that the pledging ceremony does follow the Delta Upsilon Ritual Book. I will attach a link from the Pledging Ceremony that took place in Spring 2018. The video can also be found on the Depauw Chapter Delta Upsilon facebook page.||https://www.facebook.com/DePauwDU/videos/1373947689292095/

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

Alumni Newsletter sent to recap semester events

Each semester, we send out an alumni newsletter to recap our chapter events, such as philanthropy successes. During this letter, we also provide our alumni with contacts to our newly elected executive board, if they ever have questions or concerns. Moreover, this semester's newsletter was used to showcase two exceptional seniors on their efforts on campus, one of which just graduated this fall. I also included a section introducing our elected chapter president Paulo Aco. The newsletter was sent out to current and alumni brothers on December 2nd. Here is a link to the newsletter that I hope works to access our newsletter with proper formatting given that we email them out to all alumnus. However, there is a chance you may not be able to access it without my log in information. If that is the case, I have sent a pdf file version of the newsletter, yet the formatting is like it was and looks a bit wonky. ||Link: https://mailchi.mp/9a1ce105111a/depauw-chapter-of-delta-upsilon-fall-2018-alumni-update

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

DU Fellowship[

One of our brothers has started a Fellowship night for brothers to openly discuss their religion and spirituality.

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

DePauw Recruitment Bid Process

DePauw Recruitment Bid Process

Advancement of Justice - The chapter plans a service event in which 75% of the membership participates and then debriefs using the IHQ provided facilitation guide.

Haunted House service event

On October 31st, we held our annual Haunted House with Alpha Phi. Together we raised funds for the Putnam County Animal Shelter and Beyond Homeless in order to help the Greencastle, Indiana community. We had 100% participation among our fraternity. This event was special as it serves as a way for us to give back to the community and interact with our surrounding neighbors, community members, and faculty members. For instance, DePauw University's President looks forward to this event as he hold a Halloween party and take each of his kids and their friends to our event. Overall, our service/philanthropy event raised a little over $2000. We verbally debrief using the IHQ facilitation guidelines at the following chapter on November 5th.

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

Pledging Ceremony

I meant to provide the previous ""Pledging Ceremony"" submission as the Initiation Ceremony submission. Again, the Pledging Ceremony takes place on the Spring Semester due to Formal Recruitment occurring in the Spring Semester. I have attached images of the Pledging Ceremony that took place in Spring 2018 such as singing of the book.

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.

DePauw Recruitment New Member Utilization

DePauw Recruitment New Member Utilization

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

Associate Member Retreat

Our associate member education program takes places in the spring. We currently have a retreat scheduled for 3/2. Location is TBD based on requests of associate members.

Diffusion of Liberal Culture - The chapter hosts a cultural event that is open to the entire campus community.

Diwali Celebration Fall 2018

We helped sponsor the Diwali Celebration for the Hindu community at DePauw that was open to everyone on campus.

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

Update on Constitution and By-Laws

The Vice-President is in charge of managing updates on the Constitution and By-Laws due to his command over the Judicial Board. He must be familiar with the Constitution and By-Laws in order to effectively delegate a Judicial Board meeting. The latest update was made on the By-Laws with the addition of a new secondary position. The secondary position was titled the ""Diversity Chair"" who would announce events with multicultural organizations and educate the brotherhood on race, identity, and other cultures. The Diversity Chair would also attempt to bring in a faculty member to talk to the entire brotherhood and educate the brotherhood on topics regarding race, identity, and culture. This has been the latest update to the By-Laws. In addition, the new Vice-President, Samuel Vanderveen, will review the By-Laws spring semester to update or erase By-Laws that have been not utilized or relevant the past 5 years. He will work with the Judicial Board and Executive Board on this job.

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

DePauw Recruitment Freshman Involvement

DePauw Recruitment Freshman Involvement

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

Key Responsibilities

Every outgoing President must pass down the chapter flash drive to the President-Elect and all other documents (housing contracts, code of conduct, ritual book, tax forms, etc). The flash drive can only be accessed by the President of the Chapter. There is a document that states specific and general responsibilities from both IHQ standards and other responsibilities that past Presidents added that felt were essential to the success of operating the chapter. Me and Jarret sat down a week after I was elected and he showed me the various documents that were important and must be referenced for specific situations. This was to ensure I transitioned from being recruitment chair to President.

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

Initiation Date

The date of initiation is made clear at the start of the associate member period. It will be Saturday, March 16th.

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

As stated in the file attached, Greenburg Accounting that works with both House Corp Treasurer and Chapter Treasurer submitted the 990 tax form. This is evident not only in the file attached but also due to submitting a form for tax exemption at our formal event this semester.

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

Rehearse Ritual

The Ritual Team rehearses in the spring due to formal recruitment being in the spring rather than the fall. However, the ritual team rehearses two weeks prior to the initiation ceremony which is led by the President and New Member Educators alongside with the associate members. This is to ensure a smooth initiation ceremony takes place due to the initiation ceremony being broadcast on facebook live for alumni, friends, and family to view who could not make the trip down to Greencastle. I can attach a link to the initiation ceremony from March 17, 2018 and can be viewed to prove that extensive rehearsing was done to provide a pivotal experience for everyone in attendance. |https://www.facebook.com/DePauwDU/videos/1373947689292095/

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

DePauw Recruitment Substance Free

The Alcohol-Free CEP

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

Retreat

The Executive Board decided to attend a Pacers game this fall for our Executive Retreat. The significance was to provide a relaxing atmosphere to come together as an executive board. The idea was to meet prior to the game in our study room and discuss our expectations and goals for each position for the semester. The meeting approximately took place for an hour and a half where the main topics for discussion was adjusting to new University policies that affected all IFC houses and how each position was to ensure that we adjusted accordingly to the new policies. Another main topic was discussing the integration of the sophomore class into the house itself and how the executive board could provide an easy transition to full house operations that were introduced in new member education. After the meeting, we went to the Pacers game to build a stronger connection between the each Executive Board member.

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

This is our housing contract with terms for late payment and a 5% charge.

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/Little Brother Reveal

The reveal will take place on 3/11. This event will take place after dinner and chapter. Pairs will be shown through family skits. Our adviser will be in attendance either virtually or in-person depending on his availability.

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

Participating in DePauw Dance Marathon

Each brother, and the house as a whole, participated in DePauw University's Dance Marathon that raises funds for Riley Hospital for Children. This an event that celebrates the lives of children who experience physical and mental health complications and fundraises money for Pediatric Research. As a house, we sponsored the event by being a corporate sponsor, as we donated $300 from our philanthropy budget. Moreover, as collaborative individuals, our brothers raised a combined total of approximately $2,500. The image showcases all the brothers that were involved in the leadership board for the event. Brothers Travis Owen and Sam Vanderveen were each on the Executive Board too. Overall, the event raised $85,567.00 for pediatric research at Riley Hospital for Children.

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

Here is a copy of the budget from this past semester where close to 10% were emergency funds in miscellaneous

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

Chapter Notes + Emergency Action Plan

Attached to this submission are notes from a chapter meeting in which our Emergency Action Plan was discussed. In addition, said Emergency Action Plan is also attached to this submission.

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

Elon Chapter: Code of Conduct

Attached to this submission is our chapter's code of conduct. Each semester, each of our chapter's members are required to sign this contract and actively strive to abide by the terms it entails. The contract includes various points that hold brothers accountable for following Delta Upsilon's Loss Prevention polices at any event where alcohol is present (Specifically, point 11).

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

Vice President of Loss Prevention Training Manual

Attached to this submission is our chapter's Vice President of Loss Prevention Training Manual. It is handed down from VP of Loss Prevention to VP of Loss Prevention as just one of several steps in our formal transitioning process.

Advancement of Justice - The chapter has a speaker present on and discuss sexual assault prevention with at least 75% of the chapter membership.

Chapter Notes: Sexual Assault Prevention Speaker

Attached to this submission are notes from a meeting of our chapter on October 7th, 2018. During this chapter meeting, Kendall Kynoch, a representative of SPARKS (Students Promoting Awareness, Responsibility, Knowledge and Success) showed us a presentation and lead us in a discussion regarding sexual assault prevention. SPARKS is one of Elon's main student organizations that promotes sexual health education and provides support and resources to victims of sexual misconduct.

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 form

This is our chapter's scholarship form which rewards members based on their GPA from the previous semester.

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

Alumni Newsletter submission

This is our newsletter which is available through this fall semester. Our news regarding this past fall's work will be released in the early weeks of January to give a recap of our semester.

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 Duty Procedure

The attached document contains a written procedure for event management duty and a written rotation which includes all chapter members

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

Directing members to tutoring

For our members who are below the minimum requirement of GPA, as VP of Academic Excellence, I require them to go to a tutor once a week and have that tutor email me as proof that they actually went to the tutor.

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 utilizes new members in the recruitment process. For example, asking new members to invite unaffiliated friends to recruitment events, sharing prospective names, etc.

Utilizing new members for recruitment purposes

After the newest pledge class for Fall 2018 was initiated, I invited the entire pledge class to attend the first recruitment meeting after initiation and gauged their opinions on how the formal rush cycle this fall went. I took down notes on feedback on which events were successful or not successful in their eyes, how we can improve getting interviews done in a more efficient and timely matter, all the way down to even which food we got for recruitment events and house hours.

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 - 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

During the formal rush cycle, I paired up with the service and philanthropy chairs, along with the VP of Academic Excellence in order to speak to the rushees about potential financial scholarships available to members of the chapter. We emphasized heavily that we are the most affordable fraternity at Elon, explained our LegFi payment plans for new members, and laid out the criteria for having a good GPA and explaining how a new member can get scholarships for dues that correspond to their grades.

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.

Chapter PNM List

During the semester at our recruitment meetings, I made sure to update our list weekly on who we are actively seeking, along with pairing each PNM to a brother who they feel they are closest with. With this list, I utilized it by assigning these brothers the tasks of inviting PNMs out to lunch or to hang out at the house or somewhere else, in order to personally connect with them outside of a social setting and get to know each PNM better. The names on the left are the PNMs, the names on the right are the brothers assigned to them.

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

Chapter Notes: Loss Prevention Discussion

The attached document contains chapter minutes from a meeting in which Loss Prevention policies were discussed with at least 90% of the chapter membership.

Development of Character - The chapter has a speaker present on and discuss hazing prevention and awareness with at least 75% of the chapter membership.

Chapter Notes: Hazing Prevention Speaker

Attached to this submission are notes from a chapter meeting in which Jordan King, the head of Elon University's Fraternity and Sorority Life discussed hazing awareness and prevention (among other things) with our brotherhood. At least 75% of our brotherhood was in attendance.

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 of External Relations Guide

Attached in PDF form is an outline of the VP of External Relations guidebook.

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

Alumni recognition implementation

Please see the attached VP of External Handbook for a section breaking down the roles and implementation of the alumni engagement program, as well as the newsletter to outline alumni highlights.

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.

Chapter Notes: Local Police Officer Present to Discuss Safety Issues

Attached to this submission are notes taken from a chapter meeting in which the town of Elon police chief, Cliff Parker, spoke to our members regarding public safety, as well as informing us about important town ordinances that we need to be aware of should we ever host a public event in the town. At least 75% of the brotherhood was in attendance.

Development of Character - The chapter has a speaker present on and discuss alcohol and drug use with at least 75% of the chapter membership.

Chapter Notes: Drug and Alcohol Speaker

Attached to this submission are notes from a chapter meeting in November in which Jordan King, the head of Elon University Fraternity and Sorority Life discussed drug and alcohol use (among other things) with our members. At least 75% of our chapter membership was present.

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.

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

Initiation Prep

I was not able to attend initiation or the preparation. Garrett Wilson was elected to run the initiation in my place. Him along with Kevin Boyle and Jacob Do held read through rehearsals to make sure they were comfortable with the parts.

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

Agendas

I created agendas for every meeting based on input from the executive board

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

Bylaws

Most current Bylaws

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

Move In Day

The chapter heavily uses the activity fair and move in day as a recruitment tool. This last year has been one of our most involved years with almost all brothers showing up to these events to assist in them. We also use the events hosted by our orientation team to find potential members and invite them to hang out or rush Delta Upsilon.

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.

Associate Member Outside Facilitators

Kelsey N. Morrissey|morrissey@deltau.org|Checked up with associate members to see how the process was going. |

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 Invite

We invited alumni, other organizations, and parents to our initiation

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.

Finance Information

Throughout the course of the recruitment process Financial information was mainly directed to our VP of Finance, Garrett Wilson. He hosted a financial seminar after I discussed financial aid that could be acquired for both school and fraternity. We discussed dues and had a financial breakdown for all members. This was to make sure they knew they were getting their money's worth and would have a great time. There was no need to discuss housing dues as we do not have a house.

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

Non-Secret Initiation Pictures!!

We aren't secret. We have friends, alumni, guests, etc come to it.

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

Member Bid Bylaws

Within the Bylaws we have written a process in which we will extend the bids to all potential members. It has not been changed in previous years as it is not needed.

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 Chapter Funds For Alcohol

An alumni reviews our meeting minutes and bank records to ensure no alcohol is purchased with chapter funds. A letter from the alumni is attached.

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

Financial Scholarships

To fulfill the CEP Requirement, I, Dirk Mercer hosted a session during our Video Game Night Recruitment event about any and all financial scholarships available to new members. This was to aid them in their decision of joining the Fraternity if Income level or monetary concerns were the only thing holding them back. I used the classrooms computer to show all potential members what scholarships Delta Upsilon offers and how they could apply for them as well as other scholarships that are known to me or the other brothers. Throughout there progress and during the rest of recruitment brothers kept those informed on what they can do for financial aid.

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

Resume Writing

Brother Zach Saidman gives a presentation of proper resume writing. Zach was an intern at Raytheon working on the Patriot missile for two years, and claims a large part of him getting that position was his resume and cover letter. As such he decided to give a presentation of proper resume writing so brothers could have good resumes in time for summer internship application deadlines.

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

Standard's Board Members and Guidelines

The board is nominated with a 2/3 confirmation vote. They carry out academic hearings, code of conduct hearings, and expulsions. The nominated board from our meeting minutes and procedures they follow are attached.

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

Outlined Duties

The outline was created by the previous recruitment Vice President Alex Caliguri and has been updated as needed by myself. It is used both for the VP of recruitment and to show potential and associate members how recruitment works. It is really adaptable and works well with all people.

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

Code of Conduct

We have our brothers sign them at the beginning of the semester and the new members sign the one in the ritual book when they initiate.

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

Initiation Pictures!!

We initiated a bunch of good men to become better men

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

Outline of Duties

This is the outline of duties I wrote up for officer transition, please note it rambles a lot, but everything I had to do is in there.

Promotion of Friendship - The chapter hosts a recruitment event where alumni are invited and attend.

Alumni Attendance

Most of our events had alumni attend. Our Ghost Tour was specifically given an invitation to our alumni. Rick Dwyer and Justin Dahan showed up to attend this event and meet potential new members. The event was a blast and had the largest attendance weve had in a long time.

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

Every semester information on dues is sent to every member, associate member, and their families. This information includes a breakdown of where the members dues go, and this file is attached. A short summary of legfi and the collection process and options is sent with the other dues information.

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

Alcohol Free

Out of the multiple events that were hosted by ERAU Delta Upsilon Chapter we kept them all free. Monitors were myself and President Zachary Saidman.

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

Copy of presentation given as the Big Brother Orientation

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.