APTi CHAPTER RENEWAL CHECKLIST
2017AnnualChapterRenewalChecklistsarealsoavailableonlineat:
The following documents are required:
1)APTiChapterAgreement – electronicallysignedanddatedby the PresidentandTreasurerbytypingyournameanddateinthedesignatedboxes.PleasereadtheCPP,Inc.,TrademarkGuidelinesrevisedOctober2015.AsanAPTiaffiliatedchapter,youneed tobeawareofandcomply withtrademarkuserequirementsfromCPP,APTipartners,andothersimilarresources.Thisappliestoboth your printedChaptermaterialsandweb-baseduseoftrademarks:
2)2016-2017APTiChapterBoardandMemberContacts– includecurrentcontactinformation(telephone#andemailaddress),andanestimateofthemonthlyhourseachboard memberspendsonChapterbusiness(this is requiredby the IRS).We’llcompileasummaryforChapterleaders’reference.NOTE: To qualify as an APTi Chapter, yourPresidentandTreasurermustbothbecurrentpaidAPTimembersatthePremiumorLoyallevel;your membership also must includethreeotherpaidAPTimembers.
3)2016APTiChapterFinancialStatementForm–complete allfields.List anyoutstandingliabilitiesasoftheendof2016inthecommentsection, detailingtheamount,thepartyinvolvedandwhatthepaymentisfor.Thisis also an IRS requirement.
4)2016ChapterPrograms – list all 2016programsincludingdates,programtitles,descriptions,speakernames/emails,CEUsapprovedandprogramcomments. We’llprovideamasterlisttochapterleadersformeetingideas. You can also provide this list for planned 2017 programs (the 2017 list is optional).
5)AcopyofyourChapterBylaws–required only if you have not submitted them previously, or if you amended them during 2016. If your Chapter provided its bylaws for the 2016 renewal and did not amend them, you do not need to submit them now.□Please check here if you are not sending bylaws this year.
6)Copiesofallbankandaccountstatements–foreach of your Chapter’s accounts.Thestatementsareanother IRS requirement. We prefer electroniccopies but can accept hard copies via fax or email.
These two documents are optional:
7)2016BoardMeetingminutes–submitelectronicdocuments.Note:In order to set up a Chapter checking account, you will need to prepare a letter or provide meetingminutesthat state:"The ChapteroftheAssociationofPsychologicalTypeInternationalwantstoestablishanaccountwith (bank).”Theletterormeetingminutesmustbesignedbythesecretary, treasurer, or presidentoftheChapter.
8)ChapterInformation– include anyadditionalinformationaboutyourChapter thatyou’dlike– we’d loveanybestpracticestosharewithotherChapters.
WE’REHERETOHELP
Ifyouhavequestionsorcomments,pleasecallAPTi:518-320-7416, Monday-Fridaybetween9:00 a.m. –4:30 p.m. (EST)oremail therwearebetteratfulfillingourmission!Thankyou!