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Policies
SGMP's National Offices and Chapters are supported by our Policy Manual, which guides consistent and transparent work. View SGMP's Policies as a PDF. To view each policy separately, please click on the red buttons below. Individual policies are hyperlinked and searchable.
AC-1 National Education Conference (NEC) Guidelines
AC-2 On Stage Recognition for Chapters Receiving National Awards
AC-3 Travel/Honoraria for Members to Train at the NEC
AC-4 National Educational Conference (NEC) Cancellation
AC-5 Communications of the Year Award
AC-6 Chapter Operations Awards
AC-7 Programming of the Year Award
AC-8 National Education Conference – Rance R. Willis National Scholarship
AC-9 Gilmer Planner (POY) and Supplier of the Year (SOY) Guidelines
AC-10 SGMP Partnership Award
AC-11 SGMP National President’s Award
C-1 Chapter President Travel
C-2 Chapter Second Vice President Travel
C-3 Chapter Insurance Coverage
C-4 Chapter Employer Identification Number
C-5 Chapter Financial Reporting Schedule to SGMP
C-6 Chapter Cashing for Membership Dues Checks (Exceptions Noted)
C-7 Chapter Board Structure
C-8 Chapter Chartering Dues Revenue Sharing
C-9 Chapter Chartering Membership Requirements
C-10 Chapter Archives/Record Retention
C-11 Chapter Recognition Removal Process –Closure Policy
C-12 Chapter Immediate Past President Vacancy
C-13 Chapter Monthly Program Requirement
C-14 Chapter Educational Program Copyright Protection
C-15 Chapter Paying Honoraria to Members
C-16 Chapter Selling or Distributing Member Contact List
C-17 Chapter Board Term of Office
C-18 Chapter Website Guidelines
C-19 Chapter Board Uncontested Election Process (Eliminated)
C-20 Chapter Elections/Voting
C-21 Chapter Board Installation
C-22 Chapter Board Oath of Office
C-23 Chapter Board Members Expressing Personal Views
C-24 Chapter Board Transition Schedule
C-25 Chapter Financial Reporting Schedule from SGMP
C-26 Chapter Board Job Descriptions
C-27 Chapter President/Treasurers (Newly-Elected) Training (Eliminated)
C-28 Chapter Board Meetings
C-29 Chapter Contracts
C-30 Chapter Education Conferences
C-31 Chapter Board Strategic Planning Meeting/Retreat
C-32 Chapter Trustee Appointment
C-33 Chapter Name and/or Logo Changes
CF-1 Chapter Budget Approval
CF-2 Chapter Budget Forms
CF-3 Chapter Budget Guidelines to Protect Non-Profit Status (“80/20”)
CF-4 Chapter Budget Chart of Accounts
CF-5 Chapter Financial Management Rules
CF-6 Chapter Banking Transactions Rules
CF-7 Chapter Banking Signature Card
CF-8 Chapter Debit Cards Guidelines
CF-9 Chapter Financial Accounts Transition Schedule
CF-10 Chapter Treasurer Responsibilities
CF-11 Chapter Accounting Procedures Requirements
CF-12 Chapter Receipts Requirements
CF-13 Chapter Deposits Requirements
CF-14 Chapter Cash Transactions Tracking Requirements
CF-15 Chapter Check Writing Requirements
CF-16 Chapter Audit Requirements
CF-17 Chapter Financial Transactions Documentation Requirements
CF-18 Chapter Monthly Review of Financial Accounting Forms
CF-19 Chapter IRS Tax Reporting Forms 990 & 990-PF
CF-20 Chapter Savings, CDs and Assets
CF-21 Chapter Dues Revenue Sharing for Existing Chapters
CF-22 Chapter Sponsorship of National Education Conference (Eliminated)
CF-23 Chapter Purchases of Gift Cards (and form)
G-1 Participation in “FAM” Trips
G-2 Accepting Materials for Publication by SGMP
G-3 Selling or Distributing Member E-mail Addresses
G-4 Selling or Distributing Member Contact List by SGMP
G-5 Maintaining Industry Organization Memberships
G-6 SGMP Logo Usage
G-7 Vendor Contract Signatures
G-8 Conflicts of Interest with RFPs
G-9 Use of Official SGMP Stationary
G-10 Making Official Statements on Behalf of SGMP
G-11 Prohibition of Lobbying Activities
G-12 Sharing Industry Publications
G-13 Loan of SGMP Property
G-14 Volunteering for a National Committee
G-15 Lifetime Memberships for Past National Board Members
G-16 Prohibition of Personal Gain Based on Service to SGMP
G-17 Ownership of SGMP Intellectual Property
G-18 SGMP Representation on EIC/CMP Boards of Directors
G-19 Credit and Crime Checks for Current and New SGMP Employees
G-20 Whistleblower Policy
G-21 Social Media Policy
G-22 Conflict of Interest and Confidentiality
G-23 Hiring Decisions by Executive Director &CEO
G-24 Chapter Group Structure
G-25 Request for Review
M-1 Membership Categories (with Eligibility, Parameters and Dues)
M-2 Membership Processing and Monthly Deliverables from SGMP
M-3 Supplier Paying for Planner’s Membership
M-4 Membership Drop/Rejoin Dates
M-5 Membership Anniversary Dates
M-6 Chapter Subsidizing/Paying for Planner’s Membership
M-7 Memberships Meeting Multiple Membership Category Criteria
M-8 Non-Reinstatement after Code of Ethics Violation
M-9 Membership Ratio 50/50 Requirement
M-10 Membership Ratio 50/50 Deficiency (Eliminated)
M-11 Retiree & Educator/Student Eligibility for Scholarships
M-12 Retiree Member Attendance at NEC Tradeshow
M-13 Retiree Member Participation on Committees
M-14 Member Name Changes, Member Transfers and Chapter Transfers
M-15 Alternate Supplier Match Program (Eliminated)
M-16 Code of Ethics Compliance
M-17 Ethics Investigations
M-18 Ethics & Appeals Committee
M-19 Definition of Member in Good Standing
M-20 Members Attending Chapter Meetings
NB-1 Site Selection for National Board Meetings
NB-2 Liability Insurance Coverage
NB-3 National Board Travel
NB-4 National Board Member Travel to Speak at Chapters
NB-5 International Travel
NB-6 SGMP Funds for Non-Board Travel
NB-7 Chapter Immediate Past Presidents Elected to National Board
NB-8 National Board Executive Session
NB-9 Issuance of Credit Cards
NB-10 Term of Office for National Board
NB-11 Executive Director Contract
NE-1 Nominations & Elections Committee
NE-2 Campaigning for National and Chapter Elected Positions
NE-3 Qualifications for National Board
NE-4 Formal Complaint Process for National/Chapter Elections
NE-5 Election Vote Count and Tie-Breaking Procedures
NE-6 Voting in National Elections
NE-7 Chapter Nominations and Elections Committee
NF-1 SGMP National Budget
NF-2 Vendor Lists and Chart of Accounts
NF-3 Accounting Software
NF-4 Financial Rules
NF-5 Banking
NF-6 National Banking Signature Cards & Investment Portfolios
NF-7 Bonding
NF-8 National Debit/Credit Cards (Eliminated)
NF-9 National Credit/Debit Cards
NF-10 Changing Access to Financial Accounts
NF-11 National Treasurer Responsibilities
NF-12 Accounting Procedures
NF-13 Receipts
NF-14 Deposits
NF-15 Tracking Chapter Cash Transactions
NF-16 Check Writing Requirements
NF-17 National Audits
NF-18 Reporting
NF-19 Review of Month-End Financial Reports
NF-20 IRS Tax Reporting
NF-21 Savings, CDs and Assets
NF-22 Returned Check Charge
NF-23 Refund Requests
NF-24 Allowable Variances in Actual Spending vs. Budgeted Amounts
NF-25 Headquarters Payroll Adjustments
NF-26 Financial Alert Process
NF-27 Reserve Policy
NF-28 Investment Policy
R-1 Regional Structure (Eliminated)
R-2 Request for Review (Eliminated)
GI-1 Gilmer Institute of Learning Travel
GI-2 National Education Conference Registration
GI-3 CGMP Exam Fee Reimbursement
GI-4 Chapter Immediate Past Presidents Elected/Appointed as Trustee
GI-5 Gilmer Institute of Learning Trustees Annual Meeting
GI-6 Gilmer Institute of Learning Trustee Duties
GI-7 CGMP Class Requirements
GI-8 CGMP Certification Program
GI-9 CGMP National Scholarship Fund
GI-10 Site Selection for Gilmer Institute of Learning Trustee Meetings
GI-11 CGMP Alternative Recertification Program
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