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Forms


CLUB FORMS

Activate your new member - Submit this form after confirmation of added member. Also known as the New Member Activation Form
Activity Summary (Word document) - Part of the requirements for the Big “E” Award and the Distinguished Club Secretary Award
Add a member or change membership status - Also known as the Exchange Membership Certification form, or the gold or green card
Add a member through STAND UP AMERICA (Jan. 15- Apr. 15 only) - Stand Up America runs from January 15-April 15.
Club Officer Election Report - Complete this form as soon as your new club officers are elected. This report must be filed no later than April 30.
Club Program Development Meeting Form - Part of the requirements for the Big “E” Award. Should be held by June 30 and reported by July 15
Convention Voting Credential Form - Each chartered Exchange Club in good standing is entitled to representation at the National Convention. Complete and return this form to expedite the convention process for your club's delegates.
Drop a member - Also known as the Dropped Member Certification form, or the pink card
Fundraising Awards Form - Submit a successful project to National and apply for banner patches
Program Development Meeting form -Part of the Big E award requirements
Program and Activities Form - Submit a successful project to National and apply for banner patches.

OTHER CLUB FORMS & TOOLS

Activity Summary (Word document) - Part of the requirements for the Big “E” Award and the Distinguished Club Secretary Award
Club Board of Directors Meeting Agenda (PDF)
Club Budget Outline (PDF)
Club Long-Range Planning Tool (PDF) - Use in developing a plan of action and club goals.
Club Meeting Agenda (PDF)
Club President's Planning Worksheet (PDF) - Use to identify club activities, club officers, board of directors, and committee chairs.
Club Program Development Meeting Agenda (PDF) - Helps target specific club goals and develop a plan of action.
Club Service Needs Assessment (PDF)
Committee Report Form (PDF)
Community Needs Assessment (PDF) - Used in the club's planning process.
Fundraising and Program of Service Budget/Statement (PDF)
How Does Your Club Rate? (PDF) - Use to improve club meetings and activities.
Individual Club Member Survey (PDF) - Use to evaluate your satisfaction with your club and get input for improvements.
Inducting New Members (PDF)
Membership Classifications (PDF)
Membership Prospect Wheel (PDF)
Monthly Accounts Payable Report (PDF)
National Awards Submission Deadlines
New Member Interest Finder (PDF)
Orientation Guide for New Members (PDF)
Parliamentary Procedure (PDF)
Passthrough Grant (PDF)
Request for Certificate of Insurance-Club Liability Insurance Plan (PDF) - Download and complete form to request certificate of insurance

AWARDS FORMS

ACE Award Entry Form (PDF)
Activity Summary (Word document) - Part of the requirements for the Big “E” Award and the Distinguished Club Secretary Award
All American Volunteer of the Year Award Application (PDF)
Big "E" Award Entry Form
CARE Award Nomination Form (PDF)
Club Program Development Meeting Form - Part of the requirements for the Big “E” Award. Should be held by June 30 and reported by July 15
Club Representative Award Application (PDF)
Distinguished Club Secretary Award Application (PDF)
Distinguished Club Treasurer Award Application (PDF)
Distinguished District President Award Application (PDF)
Distinguished District Director Award Application (PDF)
EDIT Award Entry Form (PDF)
Gala Award Instructions (PDF)
Gala Award Application (PDF)
Member Award Certification Form (PDF)
National Best Club Bulletin Award Entry Form (PDF)
National Best District and Club Web Site Awards Entry Form
National Exchangite of the Year Award (PDF)
National Outstanding Service Project Award Application (PDF)
National Outstanding Fundraising Award Application (PDF)
Public Relations Award Entry Form (PDF)
Web Video Award Form
Youth of the Year Entry Packet ( PDF)


DISTRICT FORMS

DISTRICT PRESIDENT & PRESIDENT-ELECT

District President-Elect Monthly Report (Word Document) Due the 5th of each month.
District President's Monthly Report (Excel Document) Due the 5th of each month.


DISTRICT DIRECTOR/CLUB REPRESENTATIVE

Club Representative Report A - Due Aug. 15(Word document)
Club Representative Report B - Due Oct. 31 (Word document)
Club Representative Report C - Due Jan. 31 (Word document)
Club Representative Report D - Due May 15 (Word document)
District Director Report A - Due Aug. 15 (PDF)
District Director Report B - Due Oct. 31(PDF)
District Director Report C - Due Jan. 31(PDF)
District Director Report D - Due May 15 (PDF)


OTHER DISTRICT TOOLS/FORMS

District Long Range Planning Tool (PDF)
District President's Checklist for Renaissance Program (PDF)
District Director Crisis Report (Word document)
District Director's Report to the District Board (Word document)
Club Standards List (PDF)
District Minimum Standards (PDF)
District Board Meetings and Conference Schedule (PDF)
District Forums (PDF)
District Officer's Checklist for Renaissance Program (PDF)
District Officer Election Report (District Committee Chairs and District Division Directors) Due July 1
Inducting New Members (PDF)
Installation of Officers and Directors (PDF)
Membership Chairperson's Checklist for Renaissance Program (PDF)
Parliamentary Procedure (PDF)
Passthrough Grant Form (PDF)
Procedures for District Evaluation (PDF)
Training Evaluation (PDF)
Training Report Form (PDF)
Volunteer Field Representative Request form (PDF)
Exchange Glossary (PDF)
VFR Application (PDF)

NATIONAL FORMS

VFR Monthly Report - report your activities for the month
ECHO Program Visitation Report - report on new club visit and happenings
National Representative Travel Report (PDF)
RVP Monthly Report (Excel document)
Expense Report (Excel Report)
District Convention Report (Word document)
Court of Honor Nomination Form (Word document)
VFR Request Form (PDF) - request a VFR to come to your district
VFR Evaluation Form (PDF) - provide feedback on a recent VFR visit

NEC FOUNDATION

Annual Giving Campaign (PDF)
Gala Award Instructions (PDF)
Gala Award Application (PDF)
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