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INTRODUCTION

This document is intended to serve as a tool to assist with the planning of Section/Division duties, activities and events throughout the year. Tasks have been grouped by function area to allow for greater flexibility when assigning responsibilities. Recurring tasks are listed in the beginning of the document and should be carried out on a continual basis. Manuals and other tools are available to help with specific Board responsibilities. Visit the Leadership Services area of the SPE website for these additional resources.

Function Areas

  • ANTEC Preparation: Technical paper submission process and other information relative to SPE’s Annual Technical Conference.
  • Awards: tasks related to nomination and application process for Society awards and recognition programs.
  • Communication: sharing news, events, and information with members.
  • Financial: budgeting, reporting and record keeping responsibilities.
  • Membership: tasks related to recruiting, retaining and servicing members.
  • Operations: administrative tasks necessary to ensure SPE compliance.
  • The SPE Foundation: Grants and Scholarships

Jump To: Recurring Tasks | January | February | March | April | May | June | July | August | September | October | November | December

Recurring Tasks

Communication

Membership

  • Welcome members who have joined your Section/Division
    Tip: New member rosters are sent monthly to Membership Chairs. Include a list of new members in your newsletter; send a welcome letter and/or call to welcome personally.
  • Send reminders to individuals coming up for renewal.
  • Acknowledge individuals for their continued participation with SPE when they a milestone anniversary with the Society.
  • Update Board of Directors on membership activities and/or review monthly membership reports (received from SPE Headquarters).
  • Forward updates to your members' contact information to the Leadership Services Department.
    Tip: If your group maintains a separate membership database, be sure these records also reflect updates from Headquarters.

Operations

July

ANTEC Preparation

  • Authors can submit abstracts for ANTEC session presentations June 1 through September 1 (5:00 PM ET) using the abstract submission website
    Please note that authors are not required to submit abstracts. Authors may begin at the "paper submission stage" on September 8..

Financial

  • Designate individual(s) who will complete internal financial audit for previous fiscal year.
    The Board of Directors will review this report in September.
  • Designate individual(s) (internal or accounting service) who will complete SPE Annual Financial Report and/or IRS 990 forms that need to be reviewed by Board and submitted to SPE Headquarters by November 15.
    These forms are posted to the SPE Treasurer Resources by the end of the July. Section/Division Treasurers will be notified of availability.
  • Submit budget for the current fiscal year to Board of Directors for approval. Forward copy of approved budget to Leadership Services Department for filing.

Operations

August


ANTEC Preparation

  • Authors can submit abstracts for ANTEC session presentations June 1 through September 1 (5:00 PM ET) using the abstract submission website.
    Please note that authors are not required to submit abstracts. Authors may begin at the "paper submission stage," on September 8..

Awards

Financial

  • Verify receipt of Section/Division IRS 990 Forms and/or SPE Annual Financial Report form.
    These forms were mailed last month from SPE Headquarters to the Treasurer, or if that position is vacant, the Section President/Division Chair.
  • Confirm signatory cards for bank/investment accounts include signatures of correct Officers (those who have access to your accounts).
    As people change positions on your board, these cards need to be updated.

Operations

  • Ensure that Councilor or proxy reviews Council meeting materials sent from SPE Headquarters and attends Council meeting scheduled for October 17-18 in Southbury, Connecticut.

The SPE Foundation

September

ANTEC Preparation

  • Authors who wish to submit an abstract for ANTEC session consideration must do so by September 1 at 5:00 PM ET.
    Please note that authors are not required to submit abstracts. Authors may begin at the "paper submission stage," on September 8..
  • Authors can submit papers for ANTEC session presentations September 8 through November 14 (5:00 PM ET) using the paper submission website.
    Division/SIG ANTEC Technical Program Chairs can work with author(s) on revisions to these papers from November 14 through January 9 (5:00 PM ET)
  • Division/SIG ANTEC Technical Program Chairs must complete review process by December 12 (5:00 PM, ET)

Awards

Financial

  • Submit completed internal financial audit of previous fiscal year to Board of Directors for review.

Operations

  • Ensure Section/Division representation at the SPE Council meeting, scheduled for October 17-18 Southbury, Connecticut. Communicate name of representative to SPE Headquarters per instructions received from Governance Liaison.

October

ANTEC Preparation

  • Authors can submit papers for ANTEC session presentations September 8 through November 14 (5:00 PM ET) using the paper submission website.
    Division/SIG ANTEC Technical Program Chairs can work with author(s) on revisions to these papers from November 14 through January 9 (5:00 PM ET)
  • Division/SIG ANTEC Technical Program Chairs must complete review process by December 12 (5:00 PM, ET)

Awards

  • Perform final review of completed HSM and Fellow of the Society application forms and submit materials to SPE Headquarters by October 20.
    Only applications that have been completed in their entirety will be eligible for consideration.
  • Annual Award nominations are due November 15
  • If your Section or Division will participate in the or Pinnacle award program and/or Newsletter Contest, verify progress is underway to complete applications.
    Pinnacle applications are due December 31.
  • Review information about the Outstanding Student Chapter Award and the Chase Student Chapter Education Award with Student Chapters.
    Deadline to enter is February 6.
  • Sections should begin to contact local schools to take part in the International Essay Contest.
    Each individual Section decides deadline for submission of essay. Winning essays must be forwarded to SPE Headquarters no later than March 3.

Financial

  • Verify that progress is underway for the completion of IRS Form 990 and/or Annual Financial Report. Contact the Leadership Services Department with questions.
    The US Internal Revenue Service (IRS) must receive Form 990 and any accompanying documentation no later than November 15 or penalty fees will be assessed. NOTE: THIS APPLIES ONLY TO US SECTIONS AND DIVISIONS.
    Forward copies of completed materials to Leadership Services Department.
November

ANTEC Preparation

  • Authors can submit papers for ANTEC session presentations September 8 through November 14 (5:00 PM ET) using the paper submission website.
    Division/SIG ANTEC Technical Program Chairs can work with author(s) on revisions to these papers from November 14 through January 9 (5:00 PM ET)
  • Division/SIG ANTEC Technical Program Chairs must complete review process by December 12 (5:00 PM, ET)

Awards

Financial

  • Ensure that IRS Form 990 (if applicable) has been submitted to IRS and a copy of the IRS form (if applicable) and Annual Financial Report have been submitted to Leadership Services Department by November 15.
    The US Internal Revenue Service (IRS) must receive Form 990 by deadline to avoid penalty fees. NOTE: THE IRS REQUIREMENT APPLIES TO ONLY US-BASED SECTIONS AND DIVISIONS.

Operations

  • Councilor/Proxy should review information presented at the October Council meeting with Board of Directors.

The SPE Foundation

December

ANTEC Preparation

  • Division/SIG ANTEC Technical Program Chairs must complete review process by December 12 (5:00 PM, ET)
  • Division/SIG ANTEC Technical Program Chairs must schedule their session between December 12 (5:00 PM ET) through December 15 (9:00 AM ET)
  • Division/SIG ANTEC Technical Program Chairs meet for ANTEC Matrix Meeting (web conference) on December 15 (1:00 PM ET)
  • Division/SIG ANTEC Technical Program Chairs must ensure authors have complied with requests for paper revisions by January 9 (5:00 PM ET)
  • Division/SIG ANTEC Technical Program Chairs must complete their final paper review by January 30 (5:00 PM ET)

Awards

  • Review information about the Outstanding Student Chapter Award and the Chase Student Chapter Education Award with Student Chapters.
    Deadline to enter is February 6.

Operations

  • Determine vacant board positions for next term and seek volunteers.

The SPE Foundation

January

ANTEC Preparation

  • Division/SIG ANTEC Technical Program Chairs must ensure authors have complied with requests for paper revisions by January 9 (5:00 PM ET)
  • Division/SIG ANTEC Technical Program Chairs must complete their final paper review by January 30 (5:00 PM ET)

Awards

  • Finalize and submit applications for the following Student Chapter and Education awards:
    Chase/Husky    Deadline: February 6
    STRETCH          Deadline: February 6
    Applications are available on the Awards & Recognition page of the SPE website.
  • Encourage student applications for the Sigma Pi Epsilon Honor Society.
    Applications must be received by February 15.

Operations

  • Hold elections to determine new Officers and Board of Directors for next term of office.
    Review the Section/Division Leadership Guidelines for election procedure details.

The SPE Foundation

  • Grants are available from The SPE Foundation Grants Program to fund special projects in your Section, Division, or community. Applications are available on the SPE website.
  • If you are thinking about bringing the National Plastics Center Plastivan to your area or your conference, now is the time to apply for funding from The SPE Plastivan Foundation Grants Program.
  • Matching grants are available from The SPE Foundation to provide thermoforming or blow molding equipment to schools. If you are aware of schools in your area that could benefit from this program, refer them to The SPE website.
February

Awards

  • Forward winning Essay Contest entries to your SPE Headquarters.
    Entries must be received no later than March 3 for inclusion in International Essay Contest.
  • Work with students to complete Sigma Pi Epsilon application forms and submit materials to SPE Headquarters.
    Applications must be received by February 15. Only applications that have been completed in their entirety will be eligible for consideration.
  • Finalize and submit applications for the following awards:
    Chase/Husky    Deadline: February 6
    STRETCH          Deadline: February 6
    Applications are available on the Awards & Recognition page of the SPE website.

The SPE Foundation

  • Grants are available from The SPE Foundation Grants Program to fund special projects in your Section, Division, or community. Applications are available on the SPE website.

March

ANTEC Preparation

Operations

  • Ensure Section/Division representation at the SPE Council meeting, on June, 2009 in Chicago Illinois. Communicate name of representative to SPE Headquarters per instructions received from Governance Department.
April

Operations

  • Ensure Section/Division representation at the SPE Council meeting. Communicate name of representative to Governance Department at SPE Headquarters.
    SPE Council and Section/Division Committee meeting will be held June,2009 in Chicago, Illinois. Detailed agendas and meeting materials are available in advance from SPE Headquarters.
May

Operations

June

ANTEC Preparation

  • Divisions should begin organizing technical session(s) for ANTEC.
    Online abstract submission website opens on June 1. Visit www.antec.ws for details.

Operations

  • Councilor/Proxy should review information presented at the June Council meeting with Board of Directors.
  • Incoming Officers should take this time to sit down with exiting Officers to thoroughly review all requirements of their new position.
 

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