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 Budget Planning and Membership Reporting

Successful organizations plan for their success operationally and financially. For Amangamek-Wipit to be successful as a lodge it depends upon its chapters to be successful. The resources posted on this page are provided by the lodge for chapters to use in planning for the financial success of the events and activities that they conduct each year.

 

Questions and suggestions should be forwarded to the lodge adviser, the lodge financial adviser, or the lodge staff adviser.

 

Amangamek-Wipit Order of the Arrow
Event Budget and Planning Guidebook

This guidebook has been developed to provide guidance to the chapter as it plans, develops and reports on the financial results of the activities that it conducts throughout the year. The instructions provided in the guidebook are accompanied with copies of the forms used in the process and an example of a complete Budget Workbook, Budget Planning and Report Sheet, and other associated forms that are required for reporting a chapter event to the lodge. [Budget Workbooks have been removed until updated for 2014 - mgroover]

 

OA Event Budget and Planning Guidebook Adobe PDF 01/2012 (Link to the file can be found below)

The Guidebook has been updated to reflect the new forms that are available and posted below.

 

Chapter Event Budget Workbook

The Budget Workbook is used to develop/estimate the event budget, handle the consignment pre-order and reconciliation, document the details for monies collected and expenses incurred, and develop the event close-out for transfer to the Budget Planning and Report Sheet. The Budget Planning and Report Sheet summarizes the budget estimate and the actual results for the chapter event. This form represents the official reconciliation of the chapter event.

 

Changes to the form may occur any time, so it very important that the chapter download the most current form from this lodge web site immediately prior to the commencement of the budget planning process. Do not reuse prior workbooks.

 

Chapter Event Budget Workbook MS Excel 10/2013 (Link to the file can be found below)

 

All event registrations are now handled on-line. The on-line registration set up form should be completed and forwarded to the lodge with the Chapter Event Budget Workbook. This will allow for the event registration to be set up in a timely manner.

 

On-line Registration Set up form Adobe PDF (Link to the file can be found below)

 

Reporting Elections to the Lodge Membership Database (OA LodgeMaster)

In order for the lodge to add newly elected candidates to its membership database, chapters must follow the election reporting procedures set forth by the membership comittee. These procedures are found on the “report elections.pdf”  Forms and report spreadsheets that are incomplete or illegible will not be processed and returned to the chapter for correction.

The lodge has created forms for the chapters to use when reporting the election of candidates. The following links are for reporting elections only.  

reportelections.pd

PDF 02/2015 (Link to the file can be found below)

Chapter_Elections_Report.xlsx (Reporting Template)

MS Excel 02/2015 (Link to the file can be found below)

Chapter_Elections_Report.pdf (Field Values)

PDF 02/2015 (Link to the file can be found below)

Lodge_Youth_Elections_Form_2015.pdf (Updated Elections Form 2015)

PDF 02/2015 (Link to the file can be found below)

 

Collecting Dues at Chapter Events

If a current chapter member wants to pay his current year dues at a chapter event, this payment is NOT included in the accounting for the event budget. Dues payments received at a chapter event MUST be accompanied with a completed lodge membership/dues form.

The payment of dues by current members should be sent to the lodge for processing. To assure the dues paid by current members are applied the proper record; a Membership/Dues form MUST be completed and submitted with the dues payment. This submission should be mailed or handed in directly to the council office. 

 

Current Member OA Dues Adobe PDF 04/2015 (Link to the file can be found below)

 

Reporting Events to Membership Team (Ordeal, Brotherhood Conversion, Service Opportunities)

In order for the lodge to recognize chapter events (Ordeal, Brotherhood Conversions, Service Opportunities) an event report must be submitted following the procedures specified in the "reportevents.pdf" 

 

 

Chapter_Event_Report.xlsx MS Excel 04/2015 (Link to the file can be found below)

 

Chapter_Event_Report.pdf PDF 04/2015 (Link to the file can be found below)

 

reportevents.pdf  PDF 04/2015 (Link to the file can be found below)

 

 

 

Brotherhood Conversion Report (For Chapter Records)

In order for chapters to collect a paper record of brotherhood conversion the Lodge has provided chapters with the below word document.

 

Brotherhood Conversion Report MS Word 8/2013 (Link to the file can be found below)

 

  

Ordeal Induction Report (For Chapter Records)

In order for chapters to collect a paper record of ordeal completion the Lodge has provided chapters with the below word document.

 

Ordeal Induction Report MS Word 4/2015 (Link to the file can be found below)


 

Last updated 4/13/2015 by Clark Billups

Chapter_Event_Report.xlsx MS Excel 04/2015 (Link to the file can be found below)
Chapter_Event_Report.xlsx MS Excel 04/2015 (Link to the file can be found below)
reportevents.pdf  PDF 04/2015 (Link to the file can be found below)
Brotherhood Applications (For Chapter Records)
Brotherhood Applications (For Chapter Records)
Brotherhood Applications (For Chapter Records)

Chapter Budget & Planning

Item Name Posted By Date Posted
Ordeal Induction Report DOCX (30.39 KB) C. Billups 4/13/2015
Current Member OA Dues PDF (105.8 KB) C. Billups 4/13/2015
Chapter_Event_Report.pdf PDF (78.3 KB) C. Billups 4/13/2015
Chapter_Event_Report.xlsx XLSX (8.48 KB) C. Billups 4/13/2015
reportevents.pdf PDF (1.75 MB) C. Billups 4/13/2015
Lodge_Youth_Elections_Form_2015.pdf PDF (128.08 KB) A. Dillard 4/13/2015
reportelections.pdf PDF (1.26 MB) A. Dillard 4/13/2015
Chapter_Elections_Report.xlsx XLSX (8.69 KB) A. Dillard 4/13/2015
Chapter_Elections_Report.pdf PDF (92.99 KB) A. Dillard 4/13/2015
Event Budget & Planning Guidebook PDF (904.36 KB)  more ] P. Ives 8/6/2013
On-line Registration Set Form PDF (39.7 KB)  more ] P. Ives 8/6/2013
Brotherhood Conversion Report DOCX (30.98 KB)  more ] P. Ives 4/13/2015
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