MICHIGAN ELKS ASSOCIATION

“BENEVOLENT and PROTECTIVE ORDER of ELKS”

REPORT OF THE DISTRICT VICE-PRESIDENT

2014-2015

ORIGINAL COPY COPYCOPY

Chris A. Ferguson, PresidentRandal W. Jackson, 1st VPPeterJ. Gadzinski, 2nd VPState Sponsor and all

303 Bellarmine Drive18658 Aztec Drive1075 Riverview DrivePastState Presidents

Rochester Hills, MI48309Spring Lake, MI 49456Ishpeming, MI49829IN YOUR DISTRICT

RETAIN A COPY IN YOUR FILE FOR NEXT YEAR'S DISTRICT VICE-PRESIDENT!

DATE OF LODGE VISIT: 2014 DATE THIS REPORT SUBMITTED: 2014

LODGE NAME AND NUMBER: ______

ADDRESS: ______

LODGE TELEPHONE:______E-MAIL ADDRESS: ______

DISTRICT NAME & NUMBER: ______

1. NAME & NUMBER OF THE LODGE OFFICERS:

  • EXALTED RULER ______PHONE: ______
  • ADDRESS: ______CELL: ______
  • CITY, STATE: ______ZIP CODE: ______
  • E-MAIL: ______
  • SECRETARY ______PHONE: ______
  • ADDRESS: ______CELL: ______
  • CITY, STATE: ______ZIP CODE: ______
  • E-MAIL: ______
  • IS LODGE USING THE "MIELKS.ORG" E-MAIL ADDRESS ASSIGNED BY THE ASSOCIATION? _____

IF NOT, WHY NOT? ______

  • ARE ALL ELECTED AND APPOINTED OFFICER POSITIONS FILLED? YES____ NO ____

IF NO – WHAT POSITIONS ARE VACANT? ______

______

2. CLMS/MEMBERSHIP/LAPSATION:

  • WAS THE CLMS ANNUAL REPORT, FOR THE YEAR ENDED MARCH 31, 2014, FILED WITH GRAND LODGE

BY MAY 1ST 2014? YES_____ NO ______

  • WHAT IS THE STARTING MEMBERSHIP COUNT FOR 2014-2015 (APRIL 1 NUMBER)? ______
  • WHAT IS THE CURRENT COUNT?______NUMBER OF DELINQUENTS?______
  • IS LODGE DATA BEING BACKED UP TO GRAND LODGE TWICE A MONTH? YES _____ NO _____
  • DOES THE LODGE HAVE AN ACTIVEMEMBERSHIP/LAPSATION COMMITTEE? YES ____ NO ____
  • DID THE LODGE SHOW A MEMBERSHIP GAIN LAST YEAR? YES _____ NO _____
  • WHAT PLANS DOES THE LODGE HAVE TO INCREASE MEMBERSHIP OR DECREASE LAPSATION

IN THE CURRENT AND/OR FUTURE YEAR(S)?______

______

  • IS THE LODGE USING THE GRAND LODGE MEMBERSHIP CONTROL MANUAL? YES ____ NO ____
  • IS AN AWARD GIVEN TO THE “SPONSOR OF THE YEAR”? YES ____ NO ____

3. AMERICANISM:

  • DID THE LODGE CONDUCT A FLAG DAY CEREMONY IN 2014? YES_____ NO _____
  • DOES THE LODGE FLY THE AMERICAN FLAG OUTDOORS 24 HOURS A DAY? YES _____ NO _____
  • IS IT PROPERLY ILLUMINATED? YES______NO______
  • DOES THE LODGE HAVE A HERITAGE CORNER?YES _____ NO _____
  • IS IT WELL LIT? YES _____ NO _____
  • WILL THE LODGE PARTICIPATE IN THE AMERICANISM BROCHURE CONTEST? YES _____ NO _____
  • WILL THE LODGE PARTICIPATE IN THE STATE AMERICANISM ESSAY CONTEST? YES ___ NO ___
  • WILL THE LODGE PRESENT AT LEAST ONE FLAG RECOGNITION CERTIFICATE? YES ___ NO____

4. VETERANS/VETERANS SERVICE:

  • DOES THE LODGE PARTICIPATE IN THE VETERANSHOSPITAL ENTERTAINMENT PROGRAM?

YES ____ NO ____ IF YES, WHAT DO YOU DO?______

______.

  • HOW MANY VETERANS HAS THE LODGE ADOPTED? _____. WHAT DO YOU DO FOR YOUR

ADOPTED VETERANS? ______.

  • IS YOUR AREAS VETERANS HOSPITALON THE LODGE BULLETIN MAILING LIST? YES____ NO ____

(IF NO, PLEASE ADD TO YOUR MAILING LIST.)

  • WILL THE LODGE HAVE A VETERANS REMEMBRANCE MONTH ACTIVITY. YES____ NO____

WHAT WILL IT CONSIST OF?______

5. ELKS NATIONAL FOUNDATION:

  • TOTAL NUMBER OF NEW FOUNDATION MEMBERS THIS YEAR? ______
  • DOES THE LODGE HAVE A MEMBER RECOGNITION BOARD AND IS IT UPDATED REGULARLY?

YES ____ NO____

  • HAVE ALL OF THE CURRENT YEAR OFFICERS/TRUSTEES DONATED TO THE ELKS NATIONAL

FOUNDATION THIS YEAR? YES____ NO____ IF NO, PLEASE ATTEMPT TO HAVE THEM DONATE.

6. MICHIGAN MAJOR PROJECT:

  • HAS THE LODGE CONTRIBUTED AT LEAST $1.00 PER MEMBER TO THE MAJOR PROJECT THIS

YEAR? YES____ NO ____ DATE PAID ______2014

  • DOES THE LODGE PARTICIPATE IN THE 365 BANK PROGRAM? YES ____ NO ____

DO THEY HAVE THE 365 BANKS SITTING ON ALL CLUB TABLES? YES ____ NO ____

  • HOW MUCH HAS BEEN CONTRIBUTED TO THE MAJOR PROJECT SINCE APRIL 1, 2014? ______
  • DOES THE LODGE HAVE A COPY OF THE MAJOR PROJECT CHAIRMAN’S INSTRUCTION MANUAL

AND IS IT USED? YES ____ NO____

  • WHAT EVENT(S) DOES THE LODGE DO TO RAISE FUNDS FOR MAJOR PROJECT? ______

______

  • HAS THE LODGE SUBMITED ANY CASES TO THE MAJOR PROJECT THIS YEAR? YES ____ NO ____
  • NUMBER OF CASES SUBMITTED SINCE APRIL 1ST. _____
  • IS THE LODGE RECEIVING THE QUARTERLY REPORTS FROM THE MAJOR PROJECT? YES ___ NO ___

7. GOLD KEY COMMISSION:

  • DO YOU KNOW WHAT THE GOLD KEY SCHOLARSHIP PROGRAM IS? YES ____ NO ____
  • HAS THE LODGE CONTRIBUTED TO THE GOLD KEY THIS YEAR? YES____ N0 ____
  • DOES THE LODGE PARTICIPATE IN THE GOLD KEY QUARTER PROGRAM? YES ____ NO____
  • HOW MUCH HAS BEEN CONTRIBUTED TO THE GOLD KEY SINCE APRIL 1, 2014? ______
  • WHAT EVENT(S) DOES THE LODGE DO TO RAISE FUNDS FOR THE GOLD KEY SCHOLARSHIP

PROGRAM? ______

8. RITUAL, OPENING AND CLOSING:

  • WILL THE LODGE PARTICIPATE IN THE DISTRICT RITUAL CONTEST? YES ____ NO ____

(PLEASE STRESS THAT IF SOME OFFICERS WISH TO PARTICIPATE THAT OTHERS COULD

SUBSTITUTE FOR THOSE WHO DO NOT WISH TO PERFORM.)

  • HAVE THE LODGE OFFICERS REHEARSED THEIR RITUAL PARTS TO INSURE AN IMPRESSIVE

INITIATION. YES ____ NO ____

  • DID YOU WITNESS THE OPENING? YES ____ NO ____ DID YOU WITNESS THE CLOSING? YES ___ NO ___
  • DID YOU WITNESS A MEMBER INITIATION? YES ___ NO ___
  • WHICH FORM OF RITUAL IS THE LODGE USING? SHORT______LONG______
  • IF SHORT FORM, DO THEIR BY-LAWS REFLECT APPROVAL? YES____ NO______

9. YOUTH ACTIVITIES AND SCHOLARSHIP PROGRAM:

  • WILL THE LODGE PARTICIPATE IN THE GRAND LODGE SCHOLARSHIP PROGRAM? YES ____ NO____

IF NO, WHY NOT? ______

  • WILL THE LODGE PARTICIPATE IN THE HOOP SHOOT7 PROGRAM? YES ____ NO ____

IF NO, WHY NOT? ______

  • IS THE LODGE AWARE OF THE GRAND LODGE / DICTIONARY PROJECT7 PROGRAM?

DO THEY PARTICIPATE IN IT? YES____ NO____

  • DOES THE LODGE PARTICIPATE IN ANY OF THE FOLLOWING YOUTH PROGRAMS? (CHECK ALL THAT

APPLY) PUMPKIN PATCH ____ BOY/GIRL SCOUTS ____ LITTLE LEAGUE ____ COMMUNITY DRUG

AWARENESS ____ OTHER ______

10. LODGE BETTERMENT:

  • DID THE EXALTED RULER (OR ALTERNATE DELEGATE) ATTEND THE GRAND LODGE
  • CONVENTION IN NEW ORLEANS? YES ____ NO ____

IF NO, WHY NOT? ______

  • IS THE GRAND LODGE INDOCTRINATION PROGRAM BEING USED? YES ____ NO ____

ARE SPOUSES INVITED? YES ____ NO ____ DO THEY TRY AND GET THE NEWLY INITIATED MEMBERS

AND THEIR SPOUSES INVOLVED IN THE LODGE RIGHT AFTER THEY ARE INITIATED? YES ____ NO ____

  • HAVE ALL GRAND LODGE COMMITTEES BEEN APPOINTED AND FILLED? YES ____ NO ____
  • HAVE ALL LODGE CHAIRMEN BEEN INSTRUCTED AS TO WHAT THEY ARE SUPPOSED TO DO?

YES ____ NO ____

  • DOES THE LODGE HAVE A COMPLETE SET OF GRAND LODGE MANUALS IN THE OFFICE FOR THE

CHAIRMEN TO USE, AND HAVE THEY BEEN MADE AWARE OF THEIR EXISTENCE? YES ____ NO ____

  • IS THE LODGE AWARE OF WHERE TO FIND THE MANUALS ON THE ELKS.ORG WEBSITE? YES __ NO ___
  • HOW WAS THE ATTITUDE OF THE OFFICERS? GOOD_____MEDIOCRE_____BAD_____
  • PLEASE LIST ANY EXCEPTIONS.

______

  • DOES THE LODGE PRESENT AN AWARD TO ANY OF THE FOLLOWING? “ELK OF THE YEAR” _____

“OFFICEROF THE YEAR” ____ “CITIZEN OF THE YEAR” ____

  • IS THE EXALTED RULER AWARE OF AND UNDERSTAND THE STAR LODGE AWARD PROGRAM? Y __N __

11. PUBLIC RELATIONS/COMMUNITY IMAGE:

  • DOES THE LODGE PUBLISH A BULLETIN? YES ____ NO ____
  • DOES THE LODGE SEND A COPY TO THE PRESIDENT AND 1ST 2ND VICE-PRESIDENTS? YES ____ NO ____

IF NO, PLEASE HAVE THEM ADDED TO THEIR MAILING LIST.

  • DID THE LODGE HAVE AT LEAST ONE ARTICLE PUBLISHED IN THE LOCAL NEWS MEDIA LAST YEAR

AND DO THEY PLAN TO DO SO AGAIN THIS YEAR? YES ____ NO ____

(IF POSSIBLE, ATTACH A COPY TO THIS REPORT)

  • WILL THE LODGE SUBMIT AT LEAST ONE ARTICLE TO THE M.E.A. NEWS THIS YEAR?

YES ____ NO ____

  • WHAT DOES THE LODGE DO TO PARTICIPATE IN COMMUNITY SERVICE?______

______

  • PLEASE INSTRUCT THE LODGES TO FORWARD ARTICLES OR NEWS RELEASES TO THE STATE AND

DISTRICT PUBLIC RELATIONS CHAIRMAN, THE M.E.A. NEWS, AND THE M.E.A. WEBMASTER MONTHLY.

12. BUSINESS PRACTICE / ACCIDENT PREVENTION / RISK MANAGEMENT:

  • DID YOU EXPLAIN, AND IS THE LODGE AWARE OF THE BUSINESS PRACTICE COMMITTEE AND THE

HELP THEY CAN PROVIDE TO THE LODGE? YES ____ NO ____ (IF THE LODGE IS HAVING PROBLEMS,

GATHER ALL OF THE DETAILS POSSIBLE AND SEND TO THE PRESIDENT UNDER A SEPARATE LETTER.)

  • HAS THE LODGE COMPLETED THE INSURANCE INSPECTION REPORT? YES ____ NO ____
  • WHEN DID THE LODGE LAST REVIEW ITS INSURANCE COVERAGE? ______
  • DOES THE LODGE CARRY DIRECTORS AND OFFICERS (D&O) COVERAGE? YES ____ NO ____
  • DOES THE LODGE CARRY BOILER AND EQUIPMENT INSURANCE? YES ____ NO ____
  • HAS THE LODGE ADDOPTED A SEXUAL DISCRIMINATION POLICY? YES _____ NO ______

13. STATE GOALS AND ADDITIONAL COMMENTS:

  • DID YOU EXPLAIN THE STATE PRESIDENT’S GOALS TO THE LODGE OFFICERS? YES ____ NO ____
  • DOES THE EXALTED RULER HAVE A COPY OF THE STATE PRESIDENT’S BOOK? YES ____ NO ____
  • IS THE LODGE AWARE OF AND DOES IT USE THE GRAND LODGE STRAY ELK REPORT TO GAIN

TRANSFER MEMBERS? YES ____ NO ____

  • DID YOU VERIFY THAT THE CHARITY RECORDS BOOKLET IS BEING USED AND IS UP TO DATE?

YES ____ NO ____

  • IS THE LODGE AWARE OF THE GRAND LODGE CLOSED DOOR POLICY WITH REGARDS TO SERVING

MEMBERS ONLY? YES____ NO ____

  • DID YOU INFORM ALL LODGE OFFICERS THAT MEMBERS ARE REQUIRED TO SHOW THEIR

MEMBERSHIP CARD BEFORE THEY CAN MAKE A CLUB PURCHASE? YES____ NO____

  • IS THE NATIONAL HOME ON THE LODGE BULLETIN MAILING LIST? YES ____ NO ____ (IF NO, PLEASE

ADD TO MAILING LIST)

  • DOES THE LODGE HAVE AN ACTIVE PAST EXALTED RULERS ASSOCIATION? YES ____ NO ____

HOW OFTEN DO THEY MEET? ______

  • WHO FROM THIS LODGE CURRENTLY HOLDS A DISTRICT OFFICE OR CHAIRMANSHIP?

______

  • LIST THE NAME OF ANY PAST EXALTED RULER WHO MIGHT BE INTERESTED IN SERVING ON

A STATE COMMITTEE. ______

  • WHO ESCORTED YOU DURING THE VISITATION? ______
  • WAS THIS A JOINT VISITATION WITH THE DDGER? YES ____ NO ____
  • DID THE DISTRICT VICE-CHAIRMAN ACCOMPANY YOU? YES ____ NO ____

14. DISTRICT VICE-PRESIDENT’S GENERAL COMMENTS AND RECOMMENDATIONS:

(ATTACH ADDITIONAL SHEETS IF NECESSARY)

2014

SIGNATURE OF DISTRICT VICE-PRESIDENT DATE SIGNED

2014

SIGNATURE OF EXALTED RULER DATE SIGNED

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