2018 SDA CHAPTER EXCELLENCE AWARD JURY CHECKLIST

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1 Chapter Instructions 1 - Each submission should be in an 8 1/2" x 11" pdf format with a maximum of 0 pages, including sections tabs (not required) and cover. File size should be no more than 10 MB. 2 - Address each section/criteria in the order given. Include photos, charts, graphs, etc., to demonstrate your Chapter's achievements, emphasizing quality over quantity. 3 - Qualification period is January 1 - December 31, Submit your file to admin@sdanational.org with "2018 CEA Award, Chapter" no later than Friday, March 23, 2018 at :00 pm EST.

2 Section 1 - Executive Summary Include a summary of why your Chapter deserves recognition with the Chapter Excellence Award in a concise, well written, and informative fashion. Include highlights, challenges and successes of your Chapter's activities over the 2017 calendar year. Limit your response to two pages. Subtotal 20

3 Section 2 - Best Practices Present five () of your Chapter's best practices. Examples: Membership Campaign, Member Retention, Educational Program, Networking/Social Event, Chapter Fundraising Effort, Communication Tool, Professional Development, and/or Leadership Development. 2 Did your chapter and/or members(s) submit for recognition in any of the National Award Programs? Chapter Excellence Award Lifetime Achievement Award Star Award Subtotal 0

4 Section 3 - Leadership Did your Chapter president or other member serve as a delegate on the National Board of Directors and participate in the Annual Business meeting? Did your Chapter leadership participate in Town Hall conference calls? One Point for each Quarter Attendance - 1 point bonus for all One Point each Quarter Report - 1 bonus for all Did any of your Chapter members participate on the SDA National Level (National Committee chair or member, National Executive Committee)? List the names/positions held on the national level. 3 or more (up to 10) 2 or less (up to ) 10 Did any Chapter members, other than the delegate, attend EDSymposium17? Did any of your Chapter members apply for a PPC grant? Did your Chapter provide funding for members to attend EDSymposium17? Subtotal

5 Section 4 - Membership Growth What was your Chapter's percentage of growth last year? To calculate your Chapter's growth percentage, subtract your December 31, 2016 membership number from your December 31, 2017 membership number. Divide the difference by the December 31, 2017 membership number. 1% or more (up to 10 points) 26-0% (up to 7 points) 0-2% (up to 4 points) 10 What did your Chapter do to increase your membership in 2017? Identify referral sources of new members. Onboarding Describe the process used by your Chapter to integrate a new member into SDA. Retention How does your Chapter reach out to members as renewals come due? Describe the process used to reach out to inactive members. What was your Chapter's percentage of member retention last year? To calculate your Chapter's retention percentage, subtract your December 31, 2017 new membership number from your December 31, 2017 total membership number. Divide the result by the December 31, 2016 total membership number. 9% or more (up to 10 points) 80%-94% (up to 7 points) 60-79% (up to 4 points) 10 Subtotal

6 Section - Communication Does your Chapter publish a newsletter to spotlight events, members, programs, industry articles, etc? Does your Chapter use the web, video platforms, or other applications to connect members for educational programs, board member meetings/functions? Does your Chapter publicize news and/or other upcoming events in another AEC industry-related publication (website, newsletter, eblast, etc.)? 10 What social media websites/applications does your Chapter use to social network? List links and key elements/ of each. Does your Chapter membership participate on the SDA National Website Social Link? Contribute to the Blog? Subtotal

7 Section 6 - Education/Professional Development Did your Chapter provide continuing education hours to members and/non-members last year? If yes, please indicate the number of hours, providing titles/descriptions. 10 or more CEU's (up to 10) 6-9 CEU's (up to ) 10 Did your Chapter provide continuing education hours to members and /or non-members by hosting a workshop such as BusinessTrak or other program? Did any of your members present programming on a local and/or national level through a webinar or by other means? Describe. Did any of your Chapter members sit for their CDFA exam in 2017? What were the results? Does your Chapter provide financial assistance for those pursuing their CDFA? What percentage of your Chapter membership has earned their CDFA? 1-30 % (up to 10) 1-14% (up to ) 10 Subtotal

8 Section 7 - Chapter Governance Did your Chapter complete and submit a 2017 Annual Chapter report to SDA National? Is the Chapter's Annual Affiliation Agreement signed and filed with SDA National? Does your Chapter have a document retention policy for maintaining permanent files/papers (IRS Determination Letter, Bylaws, Standing Rules, financial reporting, stability, etc)? Please describe. Did your Chapter conduct the required period board meetings this year (at least two board meetings in person; minimum of six board meetings per year?) Has your Chapter developed a Five-Year Strategic Plan? 10 Subtotal 30

9 Summary Section 1 - Executive Summary 20 Section 2 - Best Practices Section 3 - Leadership/Professional Development Section 4 - Membership Section - Communication Section 6 - Education Section 7 - Chapter Governance 30 Jury Notes: 20

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