Required Reports

Reporting is key to chapter operations and a successful standing in the Borradaile Challenge. All reports must be turned in regardless of required due date. The final due date is Dec. 30. Turning in reports early will ensure proper credit. Associations, requests for initiation and Resident Council officer changes are submitted on the Dashboard. Remaining reports should be emailed to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

NOTE: New members must finalize their associate registration process on the Dashboard to receive their manuel and pin. The Executive Offices will ship membership manuals and pins based on the number of reported members.

Reports with Rolling Deadlines:

  • Associations must be reported within five days of the association ceremony. Presidents, membership orientation officers or treasurers can enter associates on the Dashboard.
  • Chapters are required to have all associate members fully registered with the Fraternity prior to beginning the new member program. Click here for a breakdown of how your chapter's reporting of new members needs to work in order to abide by this policy.
  • Initiations must be requested two weeks prior to the initiation. BOG chairmen, chapter advisors, or recruitment and retention advisors can request initiations with the form listed below.
  • Resident Council officer elections must occur between November 1 and March 1. Presidents can change chapter officers on the Dashboard.
  • Alumni officer changes should be reported any time an officer leaves or takes a new position. BOG chairmen are asked to provide this report once a year by November 15 via the Board of Governors Roster.
  • Community service reports should be submitted within two weeks of each major community service event. The final deadline is Dec. 14, although it is recommended that you turn in at least one each academic term. 
  • Philanthropy reports and Hole in the Wall donations should be submitted within two weeks of fund collection. The final deadline is Dec. 14, although it is recommended that you turn in at least one each academic term.
  • Risk management claim forms should be submitted within 24 hours of an incident. Download Phi Kappa Tau's risk management claim form.
Membership FormWho
Submits
DescriptionDirections
Request for Initiation President, BOG Chairman, Chapter Advisor Begins the initiation process Submit the form and fees to the Executive Offices at least two weeks prior to the initiation date
Alumni/Honorary Initiation BOG Chairman, President First step in initiating a professor, school official, father or other male who has assisted a chapter, but does not qualify for undergraduate membership. Potential member should complete form, and the BOG chairman and president should sign and e-mail it to the Executive Offices.
Request to Transfer Chapters President Transters an undergraduate's membership between two resident councils E-mail to the Executive Offices
Voluntary Withdrawal President Any member who wishes to withdraw his membership from the Fraternity should complete the form Member and chapter president must sign the form and e-mail it to the Executive Offices.
Expulsion Manual Standards, President, BOG Begins associate member or undergraduate expulsion process Submit with documentation of member's offense to the BOG
Reports with
Deadlines
Who
Submits
Due Date Borradaile CategoryDescription
Spring Billing Treasurer Feb 15 Financial Detail billing invoices/rosters are sent to each chapter by mid-January of every year; this bill is half of the annual membership dues, housing fees, liability insurance and chapter billings

Risk Management Health Education Sexual Abuse Presentation Guidelines

Risk Management Chair Feb 15 Risk Management Presentation from student official or health resource speaker that every member of the chapter must attend
Chapter GPA Scholarship Chair Apr 15 Scholarship Reports average academic standings of a chapter for the previous calendar year.
Spring Membership Roster Updates President Apr 30 Membership Rosters are e-mailed from the Executives Offices and chapters return the document with changes. Changes include active and assocatiate members.
SeriousFun Donations Philanthropy Chair, Treasurer As raised Philanthropy Funds raised for the SeriousFun Children's Network are pooled by the Phi Kappa Tau Foundation and distributed annually

Alumni Newsletter

V.P.of Alumni Relations May 15 & Dec 14 Alumni Relations Alumni communication either sent hardcopy or e-mail to all chapter alumni
Chapter Recruitment Planning Guide Recruitment Chair May 15 Recruitment Statement of recruitment plan for the following academic year completed by chapter and BOG
Convention President May 15 National Participation Biennial legislative event; two undergraduate members and one alumnus are required to attend
Leadership Academy President May 15 National Participation Annual Fraternity institute; three undergraduate members are required to attend
Annual Budget Treasurer Oct 15 Financial Fiscal overview for academic year
Fall Billing Treasurer Oct 15 Financial Detail billing invoices/rosters are sent to each chapter by mid-September of every year; this bill is half of the annual membership dues, housing fees, liability insurance and chapter billings
Risk Management Policy Overview and Presentation Guidelines Risk Management Chair Oct 15 Risk Management General overview of the risk management policy that every member of the chapter must attend
Board of Governors Roster BOG Chairman, President Nov 15 BOG Report changes in alumni officer positions and updated contact information
IRS 990 Explanation Form Treasurer Nov 15 Financial All chapters must file with both the IRS and the Fraternity annually; see the finances webpage for more information
Risk Management Alcohol/Drug Abuse Presentation Guidelines Risk Management Chair Nov 15 Risk Management Presentation from student official or health resource speaker that every member of the chapter must attend
Risk Management Fire Prevention Presentation Guidelines Risk Management Chair, if the chapter is housed Nov 15 Risk Management Presentation from official with direct experience in the field that every member of the chapter must attend
Community Service Philanthropy Chair May 15 & Dec 14 Community Service Report hours of volunteer work completed by the chapter
Alumni Relations V.P. of Alumni Relations

May 15 & Dec 14

Alumni Relations Report alumni events and alumni accomplishments
Philanthropy Philanthropy Chair

May 15 & Dec 14

Philanthropy Report funds raised for Hole in the Wall Camps or other organizations
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