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Home  >  Societies & Communities  >  Geographic Activities  >  Required Reporting

 

 

 

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In order to maintain viability and to ensure that all Geographic Units are meeting the needs of their members, each unit is required by the Member and Geographic Activities (MGA) Board to submit annual reports of the following:

 

Submission guidelines

Units that meet the basic reporting requirements will earn a rebate payment to support unit operations.

Financial reporting should be completed using NetSuite. This tool should act as your Geographic Unit's primary bookkeeping system. When all data is submitted and approved, the Section will receive funding in the form of a Section rebate. If all reports are submitted, and your geographic unit has accurately captured all financial activity in NetSuite by the February deadline, your unit will earn an additional 10% bonus to the total rebate. Units submitting the information later than 31 March will not receive rebate payment for the previous year's activity.

See the current rebate schedule for a complete explanation of requirements and payment details.

A Chapter/Affinity Group may be dissolved if reports are not submitted for three (3) consecutive years.

Note: Chapters also have a Technical Society "parent."  Each Society has different reporting requirements (or may have no requirements at all).  Contact your Society officers for more information.

 
 

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Requirements for officers

Section and Geographic Council Secretaries are responsible for submitting meeting activity for their unit, and for checking that subunits (Subsections, Chapters, and/or Affinity Groups) have submitted reports for their unit. They are also responsible for submitting the roster of officers for the current year.

Section and Geographic Council Treasurers are responsible for recording the financial activity for their unit and any subunits (Subsections, Chapters, and/or Affinity Groups) using NetSuite.

Councils, Subsections, Chapters, and Affinity Groups, like other geographic units, are required to submit annual financial, meeting, and officer reports.  The reporting forms and deadlines are the same for all Geographic Units.

 
 

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