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CHAPTER PLAYBOOK

Chapter Operating Standards

State Chapter Local Chapter


6


7
Chapter Standard
Executed Chapter Agreement (Current)
Files Required Reporting with NAIFA
Active Corporation
NAIFA-Compliant Bylaws
Letter of Determination/Timely Form 990 IRS Filing
Follows Generally Accepted Accounting Principles (GAAP)
Maintains Directors and Officers (D&O) Insurance Coverage
Compliance with State Laws
Board Meetings at Least 4 Times/Year
Maintain No Less Than 5 Board Members
Compliance with NAIFA Directives
Maintains & Follows NAIFA's Ethical Standards
Maintains an Active Advocacy Program N/A
Supports the Policy Positions of NAIFA’s State, Interstate and Federal Advocacy Programs N/A
State Lobbyist Meets with NAIFA GR Team at Least Quarterly N/A
Maintains a Compliant Political Action Committee (IFAPAC) N/A
Maintains a Grassroots Program
NAIFA Branding Compliance
Support and Promote of National Programs & Initiatives
Holds Member Programming at Least 4 Times/Year
Facilitate and Support Comprehensive Local Chapter/Affiliate Structure N/A
Attendees to Congressional Conference
Attendees to National Leadership Conference