APPENDIX i

Standing Committees

I.Accredited Management Organization® (AMO®) Liaison

AT A GLANCE:

Description: Monitors the Chapter’s involvement with local AMO® firms

Status: Committee Chair, non-voting

Time Commitment: Less than 2 hours per month, only as needed

Time Frame: Ongoing throughout the year

Meetings: Not required; EC meetings recommended

Reporting: Monthly report (1-2 sentences) for consent agenda if any activity that month

Duties of the Chair

●Serves as liaison between IREM Headquarters and local AMO® firms

●Reviews applications from firms seeking the AMO® designation; makes reports to the Executive Council and recommendations to IREM Headquarters

●Coordinates presentation of AMO® installation at a GMM’s, submits information for press releases, newsletter article, etc.

●Markets to potential AMO® firms, including participation in ODIE visits

●Ensures chapters AMO®’s are regularly recognized through a newsletter articles or on the website

●Submits consent agenda reports and/or newsletter articles as warranted based on new activity

Key Resources:

IREM HQ Staff Liaison: Eileen Lynch, ; 312-329-6003

●AMO® Application

●AMO® Checklist

II.Accredited Residential Manager® (ARM®)/Accredited Commercial Manager (ACoM) Liaison

AT A GLANCE:

Description: Oversees review and approval of ARM®/ACoM members and monitors all ARM®/ACOM activities within the Chapter

Status: Committee Chair, Voting Member of Executive Council

Time Commitment: 6-8 hours per month, depending on number of interviews

Time Frame: Ongoing throughout the year

Meetings: EC Meetings monthly; phone/email communication with applicants

Reporting: Monthly report (short) for consent agenda and reporting to IAE on installees for that month

Duties of the Chair

●Represents all ARM®/ACoM interests within the chapter, serving as spokesperson for those members

●Reviews ARM®/ACoM applications and interviews applicants to ensure that IREM requirements have been met; recommends approval to the Executive Council and to IREM Headquarters

●Working with the IAE, makes arrangements for installation ceremony of new ARM®/ACoM members

●Work with the Young Professionals Committee to encourage ARM® and ACoM involvement in Chapter Activities

●Submits consent agenda reports and/or newsletter articles as warranted based on activity

Key Resources:

IREM HQ Staff Liaison: Membership Admissions, 312-329-4650

●ARM® Application

●ARM® Checklist

●ACoM Application

●ACoM Checklist

III.Community Action

AT A GLANCE:

Description: Coordinates charitable activities and community service events for the Chapter

Status: Committee Chair, non-voting

Time Commitment: 6-8 hours per month, depending on number of events

Time Frame: Ongoing throughout the year

Meetings: EC Meetings monthly; phone/email communication with committee members and community resources.

Reporting: Monthly report (short) for consent agenda and newsletter articles quarterly

Duties of the Chair

●Surveys local charitable organizations to determine suitable activities for Chapter participation and makes appropriate recommendations to the Executive Council; attempts to find at least two such activities each year, preferably one per quarter. Examples are coat collections for needy persons, food drives, community clean-up projects, and charitable walk-a-thons

●Coordinates the 50/50 drawings at each of the general membership meetings by selling tickets, collecting monies, and conducting the drawing; ensures that all monies are submitted to theIREM Association Executive (IAE) to be deposited in the Chapter bank account; provides recommendations to the Executive Council on dispersing the monies thus collected

●Works with the Summer Party Committee on organizing and overseeing the charity that will be the recipient from the fundraising associated with that event

●Submits consent agenda reports and/or newsletter articles as warranted based on activity

●Responsible for staying below or in line with budgeted funds.

●Responsible for turning over any funds collected to the IAE immediately following the event.

Key Resources:

●Chapter Budget

IV.Diversity

AT A GLANCE:

Description: Responsible for executing the organization’s diversity initiative

Status: Committee Chair, non-voting

Time Commitment: 2-4 hours per month

Time Frame: Ongoing throughout the year

Meetings: EC Meetings monthly (preferred, not required); phone/email communication with committee members

Reporting: Monthly report (short) for consent agenda and newsletter articles quarterly

Description:

Our organization strives to provide an equal opportunity environment among its members, vendors, and staff. We welcome individuals of all races, genders, creeds, ages, sexual orientations, national origins, and individuals with disabilities.

The Diversity Chair strives to create an internal culture that is responsive to the needs and assets of diverse cultures and by adapting the organization’s operations and programs to be more attuned to the needs and assets of all people.

Duties of the Chair:

●Develops a shared vision of how the different committees of Chapter 77 will prioritize diversity and operate after it has undergone a diversity initiative.

●Develops a process for creating a case for diversity within the organization and set goals related to diversity for the organization to achieve

●Oversees the development of an assessment to evaluate Chapter 77’s effectiveness in relation to the communities we serve in the following areas: mission, vision, and values; organizational culture; board of directors; personnel; volunteers; programs and constituents; marketing and community relationships; and fundraising and membership.

●Develops a diversity blueprint for the organization that will outline steps to become more inclusive, based on information collected in the assessments

●Serve as ambassadors for the diversity initiative within other chapter committees and events.

●Develops accountability measures to ensure that IREM Chapter 77 follows through on the agreed-upon recommendations in the blueprint and evaluate progress at least twice annually

●Submits consent agenda reports and/or newsletter articles as warranted based on activity

●Recommends members of the chapter as national Diversity Scholars and guides them through the application process.

Key Resources:

IREM Diversity

V.Education Committee Chair

AT A GLANCE:

Description: Serves as the chapter’s lead volunteer member of IREM’s Region 3 Education Committee (RE3). Coordinates all IREM educational activities involving the Chapter

Status: Committee Chair, non-voting

Time Commitment: 2-4 hours per month

Time Frame: Ongoing throughout the year

Meetings: RE3 Ed meetings quarterly (required); EC Meetings monthly (preferred, not required); phone/email communication with committee members

Reporting: Monthly report (short) for consent agenda and newsletter articles quarterly.

Description: Serves as our chapter’s Senior Liaison for IREM’s Region 3 Education Committee (RE3). Oversees the course delivery and seminar representatives on all IREM educational activities involving the Chapter with the primary responsibility of ensuring that the courses and seminars are staged successfully. Working as a team, three representatives will be assigned to Education, as detailed below:

∙Senior Liaison will serve as the Chairperson of this Committee. This volunteer must be a current officer, or past president of the chapter, OR a former RE3 education volunteer. This volunteer will be responsible for making sure the chapter’s education staffing needs are met; will oversee the work carried out by the Course Delivery Volunteer and Seminar Representative (and will assist on site at courses and seminars when necessary); will represent the chapter at all quarterly RE3 meetings, determine the need for special and/or private education offerings and makes appropriate recommendations to the Executive Council, and should be willing to hold a leadership role (chair, vice-chair or seminar subcommittee chair) in the RE3 education committee if requested to do so. Will submit committee reports for the consent agenda and newsletter.

Education Committee Member--Couse Delivery

AT A GLANCE:

Description: Serves as the chapter’s course delivery volunteer member of IREM’s Region 3 Education Committee (RE3). Coordinates all IREM designation courses sponsored by the Chapter (typically 1-2 weeks of courses per year)

Status: Committee member, non-voting

Time Commitment: 2 hours per month for planning, 6-10 hours per week during course weeks (2 weeks a year), quarterly committee meetings

Time Frame: Two course weeks per year

Meetings: RE3 Ed meetings quarterly (required); EC Meetings monthly (preferred, not required); phone/email communication with other committee members

Reporting: None

∙Volunteer for Course Delivery: This volunteer will assume the duties of on-site representative of the RE 3 committee for all IREM courses hosted by their chapter (one or two weeks). This person will be responsible for assisting the faculty member with registration, course materials, a/v needs, snacks, etc., as required, and directing other chapter volunteers with the same tasks on days they are not on-site themselves. This volunteer may be a CPM®, ARM®, ACoM, Candidate or Associate Member. They will attend all quarterly meetings of the RE3 education committee, and should be willing to assist with Seminar offerings as necessary.

Education Committee Member—Seminar Rep

AT A GLANCE:

Description: Serves as the chapter’s seminar representative in IREM’s Region 3 Education Committee (RE3). Coordinates all professional seminars sponsored by the Chapter (typically 2 per year)

Status: Committee member, non-voting

Time Commitment: 2 hours per month for planning, 2-4 hours per seminar (2 a year), quarterly committee meetings

Time Frame: Two days per year for seminar delivery; 6-8 hrs in Dec/Jan for planning

Meetings: RE3 Ed meetings quarterly (required); EC Meetings monthly (preferred, not required); phone/email communication with other committee members

Reporting: None

∙Seminar Representative: This representative will serve on the seminar sub-committee to the RE3 Education committee and will have the primary responsibility of handling all logistical arrangements (sourcing locations, topics and speakers) for one or more full-day or half-day professional seminar(s). This person should also be willing to help the Volunteer for Course Delivery by covering some shifts for the public courses (although not having primary responsibility for these courses) and will also attend all meetings of the RE3 Education Committee. This volunteer may be a CPM®, ARM®, ACoM, Candidate or Associate Member.

Key Resources:

●IREM HQ Staff Liaison: Betsy Siska, 312-329-6005

●IREM® EduGuide (Education Resource Guide)

●Chapter Leader Toolkit, Course Sponsorship

●Region 3 Education Website (Calendar for Courses & Seminars)

VI.Ethics

AT A GLANCE:

Description: Monitors member compliance with the IREM Ethics Codes

Status: Committee chair, non-voting

Time Commitment: Less than 1 hour per month unless issue arises

Time Frame: Ongoing throughout the year, as needed

Meetings: EC Meetings Monthly (preferred, not required)

Reporting: None, unless issue arises

Duties of the Chair:

●Conducts initial review of allegations of ethics violations by members, as received from IREM Headquarters, other members, or from the general public; makes appropriate disposition recommendations to the Executive Council and to IREM Headquarters

Key Resources:

IREM HQ Staff Liaison: Eileen Lynch, ; 312-329-6003

●IREM Code of Professional Ethics

VII. Finance (Treasurer)

AT A GLANCE:

Description: Manages finances of the Chapter.

Status: Voting member of Executive Council

Time Commitment: 6-8 hours per month

Time Frame: Ongoing throughout the year

Meetings: EC Meetings Monthly (Required); Officer Calls & Meetings (Required); Annual Conferences, typically 2 per year (Required)

Reporting: Variance report monthly, sent with consent agenda

Duties of the Chair

●Opens bank accounts and coordinates signature cards for new officers

●Monitors investment accounts and cd’s; makes recommendations for renewals, etc.

●Works with the IAE to review all income and expenses of the chapter on a monthly basis. This includes oversight of journal entries, tracking of prepaid meeting income, expense categories, etc., to confirm that entries are recorded correctly and that the financial statements are accurate

●Reviews and approves all checks as submitted by IAE

●Based on monthly financial reports provided by the IAE, prepares a variance report including monthly and year-to-date explanations and prepares a written Treasurer’s report, summarizing the variance report, both of which are include as part of the consent agenda. Presents a summary of the reports at all Executive Council meetings and answers any questions related to the chapter’s finances

●Prepares a forecast for the calendar year no later than 8/31 for the incoming President to prepare the next calendar year budget

●Reviews the federal and state income tax filings for the Chapter and recommends approval to the President

Key Resources:

IREM HQ Staff Liaison: Ken Paul, , 312-329-6080

●Chapter Budget

●IRS Website

VIII.Industry Partner Committee

AT A GLANCE:

Description: Recruits vendor sponsors for general membership meetings and oversees sponsorship for all chapter events; obtains vendor advertising for the Chapter website.Keeps ongoing spreadsheet of all sponsors, web advertisers and sponsor waiting lists and tracks which vendors are sponsoring chapter events in order to minimize overlap of requests from chapter committees.

Status:Committee Chair, non-voting

Time Commitment:8-10 hours per month in December & January recruiting and planning, 1-2 hours per month regularly

Time Frame: Heavy in Dec & Jan, minimal time other months.

Meetings: GMM Meetings Monthly (Required); EC Meetings Monthly (Preferred)

Reporting: Consent Agenda report monthly.

Duties of the Chair:

●Maintains list of current and potential sponsors for Chapter meetings and other Chapter functions, including the Regional Forecast Meeting and the annual IREM Gala, when hosted by Chapter 77

●Undertakes necessary follow-up action to obtain sponsors for all Chapter functions and works with Web Ad Subcommittee Chair to obtain sufficient advertising for the Chapter website. Note: it is a goal of the Chapter to limit the number of meeting sponsors from a particular industry to five, and to avoid scheduling more than one sponsor from the same industry at the same meeting

●Works with the IAE to coordinate assignment of Partners to specific functions; ensures that the Partner’s representatives attending the function are properly escorted and introduced to Chapter members; formally introduces the Partners as part of the agenda for the general membership meetings.

●Submits consent agenda reports and/or newsletter articles as warranted based on activity

●Responsible for conflict resolution, if any may occur, between one or more Industry Partners or between an Industry Partner and the chapter. All action should be vetted with Chapter President prior to communication with Industry Partners(s).

●Responsible for reaching out to Industry Partners who are delinquent on paying annual sponsorship dues.

Web Advertising Subcommittee

Status: Committee member, non-voting, Subcommittee Chair

Time Commitment: 6-8 hours per month in December-Feb recruiting ads. Ongoing monthly to recruit web advertisers as needed to make budget.

Duties of the Subcommittee Chair:

●Seeks to renew current web advertisers and recruit new ones

●Serves as second-chair to the Industry Partner chair, filling in as needed to introduc

●e sponsoring firms at meetings

●Submits consent agenda reports and/or newsletter articles as warranted

●Monitors the list of current web advertisers and submits changes as needed

Key Resources:

●IP Enrollment Forms/Website Ad Forms

●Chapter Budget

IX.Gala Committee

AT A GLANCE:

Status:Committee chair (1) and committee member (1)

Time Commitment: 1-2 hours per month participating in committee calls and helping plan & execute Gala

Description: Two representatives of the chapter will serve on the Regional Gala Committee, comprised of representatives from Chapters 8, 77 & 92, to plan the annual IREM Gala. Every three years one of the representatives from Chapter 77 will serve as the chair of the Regional Gala Committee.

planning, 1-2 hours per month regularly

Time Frame: Heavy in March-May, minimal other times

Meetings: EC Meetings monthly (preferred, not required)

Reporting: Consent Agenda report monthly and newsletter articles when warranted.

Key Resources:

●Chapter Budget

X.IREM Foundation Liaison

AT A GLANCE:

Description: Coordinates the chapter’s participation with the IREM Foundation, soliciting recipients for education scholarships and recommending contributions to the IREM Foundation

Status: Committee Chair, non-voting

Time Commitment: 1-2 hours per month

Time Frame: Ongoing throughout the year

Meetings: EC meetings monthly (Preferred, not required)

Reporting: Consent Agenda report monthly and newsletter articles as warranted

Duties of the Chair:

●Oversees the administration of the Rick Moore Memorial Scholarship fund through the IREM Foundation’s Restricted Fund with a goal of awarding of two scholarships annually through directed scholarships to students at Virginia Tech, scholarships to other students from the No. Virginia area, or IREM Members pursuing an IREM credential (ARM®, ACoM, or CPM®)

●Works with the Member Services chair to identify potential recipients and helps direct them through the application process required by the Foundation which includes obtaining a chapter letter of support

●Advertises scholarship opportunities on Chapter websites, social media and newsletter.

●Once a scholarship is awarded, assigns a mentor to recipient

●Makes recommendations to the executive council for contributions to the IREM Foundation, such as for the silent auction or special fundraisers

●Submits monthly consent agenda report and newsletter articles as warranted

Key Resources:

IREM HQ Staff Liaison: Kimberly Holmes, , 312-329-6008

●Scholarship Program

●Chapter Restricted Fund Program

●Foundation Webpage

●Chapter Budget

XI.Leadership and Volunteer Development

Description: Coordinates the succession planning, training and retention of the future leaders of our chapter. Prepares slate of candidates for election to the Executive Council.

Status: Committee Chair, voting member of Executive Council

Time Commitment: 2-4 hours monthly; 6-10 hours in August