Our chapter has been recognized as being 100% compliant with CARE (Chapter Affiliation Requirements), an 18-point system required by our parent association, ATD.
These 18 points are comprehensive in terms of what our chapter accomplished and include:
1.1. The chapter’s mission, vision, and bylaws align with those of ATD. Additionally, the chapter meets the ATD brand identity guidelines.
1.2. The chapter maintains written position descriptions for elected chapter board members.
1.3. The chapter members participate in the nomination and election of the chapter board.
1.4. The chapter creates an operational plan that includes but is not limited to:
• annual goals;
• communication/marketing strategy;
• recruitment/retention strategy; and
• succession planning strategy.
1.5. The chapter submits a current board roster in Excel format with CARE submission and updates ATD Chapter Services as changes occur.
1.6. The chapter submits a current membership roster in Excel format to ATD Chapter Services with CARE submission.
1.7. The chapter board meets at least once per quarter and makes meeting minutes available to members.
1.8. The chapter board completes a risk management assessment.
2. Financial Component
2.1. The chapter complies with federal and state reporting requirements.
2.2. The chapter board develops and approves an annual operating budget and makes it available to members.
Reminder: All chapters are required to file annual Form 990 or Form 990N with the IRS.
2.3. The chapter board ensures an annual internal or external financial review is completed by an individual or group not directly responsible
for the management of the chapter’s finances.
3. Membership Component
3.1. The chapter board assesses its members’ needs and satisfaction levels at least once per year.
3.2. The chapter achieves by 12/31/15 a minimum of 20 joint chapter/national members (the original chapter chartering requirement)
or 35 percent of the chapter’s membership, whichever is greater. (Please note: There is an aggregate chapter goal of 50 percent.)
• The chapter completes the three foundational joint membership activities and 10 additional activities of the chapter’s choice.
4. Professional Development Component
4.1. The chapter board members maintain joint chapter/national membership and participate in both annual chapter and national leadership
4.2. The chapter provides at least six (6) professional development activities per year for members.
5. Communication Component
5.1. The chapter maintains a current website with up-to-date information.
5.2. The chapter disseminates a communication piece to members at least once per quarter that includes chapter and national programs
5.3. The chapter board produces, and shares with members, an annual report that includes but is not limited to:
• membership numbers;
• financial performance; and
• progress toward annual goals.
All chapters are also required to submit the following documents:
1) Board Roster,
2) Chapter Membership Roster
3) Operating Plan
4) most recent Balance Sheet and Income Statement