Annual Reporting Period: April 1st – March 31st
3-year Dormancy Deadline: August 1st *
In order to receive Chapter Deposits from the Branch, ALL of your Chapter contact information and ALL your reporting MUST be up-to-date
*If your Chapter’s reporting is not up to date, the Branch will hold any deposits for 3 years, or until the reporting is submitted. If, after 3 years (Deadline August 1st), the reporting has not been submitted, ALL Chapter Funds will be re-absorbed into general Branch funds
ANNUAL CHAPTER REPORTING
The Branch has changed over to an on-line system for our 2016-17 Chapter reporting, and going forward.
To receive the link for the on-line reporting, please contact the Branch Outreach Officer at firstname.lastname@example.org
The reporting will continue in two phases:
Report 1: Post AGM, Governance & Finances
- Due no later than 30 days after your AGM
- This report covers Chapter business conducted at your AGM.
- It collects the contact information for your chapter’s newly elected (or re-elected) executive; and, it collects all your financial information:
- Approved Budget for the coming fiscal year
- Balance Sheet for the fiscal year that’s just closed
- Income Statement for the fiscal year that’s just closed
- The financial information needs to be filled out and and emailed separately to the Branch Outreach Officer (email@example.com), as the on-line system doesn’t allow for uploads. We’ve created the templates in one excel spreadsheet that’s easy to use for the 3 financial reports required:
- Here’s the financial reporting templates in Excel 2016-17 Excel Template for All Financials
Report 2: Chapter Activities Report
- Due August 31 each year
- This report collects information on: Activities; Communications & Promotion; Media Relations; Governance Capacity & Volunteers; Advocacy, Outreach & Partnerships.
- It also collects the total tally of all the volunteer hours your chapter volunteers have contributed over the course of the year. We’ve created a template to track and tally the volunteer hours.
- It’s our hope that this tracker makes it easier for Chapters to keep track of your total volunteer hours. If you prefer to use another method to track your volunteer hours throughout the year, please use that instead – as long as you have a system in place that enables you to provide your total volunteers hours to the branch on a quarterly basis.
- Here’s the tracker Volunteer Hours Tracker
- The Branch is required to report on volunteer hours, and so we ask that you submit your chapter’s total hours on a quarterly basis to firstname.lastname@example.org; please submit as follows:
Jan 1-March 31
April 1-June 31
July 1-September 31
Sept 1-Dec 31
We also ask that your submit your volunteer hours after each socio-cultural event, within 30 days after the completion of the event. Please submit these hours to email@example.com
Why? We use this information at the Branch level to report to our funders, to put in new funding applications, to ensure accountability of Chapters, and to monitor our effectiveness as an organization. This information is periodically reviewed to try to eliminate duplication or collection of irrelevant information. All of the information collected is used by the Branch. If you have questions about how we use specific pieces of information please contact Chapter Support at: firstname.lastname@example.org
Questions? If you are new to being part of the Executive of a CPF chapter or a volunteer society, or if you need help with these forms, or with preparing a financial statement, or any other questions about running a meeting or a board, please contact the Chapter Support and Community Outreach Officer at: email@example.com