Chapter Toolkit

The forms below are intended for use by CPAA chapters to keep the Alumni Association apprised of chapter activities, events, participants, goals, and leadership. Scroll down to browse through all the forms and resources available to chapters, or click on the links below to skip straight to the subject area you're looking for.

Annual Report | Report Deadines | Chapter Resources | Chapter Endorsement |
Golf Tournaments | Sander Chapter Development Fund |
Event Planning Guide | California Code: Alumni Chapters | NSWE Host Forms

To download any of the files below, you can right click on the hyperlink and select "Save Target As" (Internet Explorer Users) or "Save Link Target As" (Netscape Users). Then you can specify a name and location for saving the file. Several of the documents below are in pdf format. You will need Adobe Acrobat Reader to view these forms. Download Adobe Acrobat Reader Free here.

The Chapter Annual Report and Quarterly Financial Report forms may be downloaded, filled out electronically, and printed for submission.

Quarterly Financial Report- Due Dates:
1st Quarter Report (Jan 1 - Mar 31) - Due Apr 30
2nd Quarter Report (Apr 1 - June 30) - Due July 6
3rd Quarter Report (July 1 - Sept 30) - Due Oct 31
4th Quarter Report (Oct 1 - Dec 31) and Annual Report - Due January 31

Chapter Annual Report (requires Microsoft Word)
Quarterly Financial Report (requires Microsoft Excel)
Sample Quarterly Financial Report (requires Acrobat Reader)
Chapter Leader Information Form (requires Microsoft Word)
Confidentiality of Alumni Records Agreement (requires Microsoft Word)

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Deadlines for Reports (requires Microsoft Word)

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Attendance/RSVP Matrix (requires Microsoft Excel)
Event Sign-In Sheet (requires Acrobat Reader)
Event Sign-In Sheet (requires Microsoft Word)
Event Evaluation Sheet (requires Microsoft Word)
Chapter Event Finance Worksheet (requires Microsoft Excel)
Cal Poly Parent Program Info (requires Adobe Reader)
Waiver, Release of Liability, and Assumption of Risk Form (Requires Microsoft Word)
Web Site Policies for Chapters (Requires Acrobat Reader)
Event Details Worksheet (for e-mail communications) (Requires Microsoft Word)
CPAA Membership Benefits Poster (Requires Acrobat Reader)
Timeline for Planning: Basic Event (Requires Acrobat Reader)
Timeline for Planning: Basic Event - Electronically ONLY (Requires Acrobat Reader)
Timeline for Planning: Major Event (Requires Acrobat Reader)
Writing Press Releases (Requires Acrobat Reader)
Sending Messages through the Chapter Alias E-mail Lists (Requires Acrobat Reader)
CPAA Bylaws (Requires Adobe Reader)

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Chapter Endorsement Informational Memo (requires Adobe Reader)
Chapter Endorsement and Agreement (requires Microsoft Word)

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Golf Tournament Organizers Memo (requires Microsoft Word)
Tax Deduction Form (requires Microsoft Word)
Participants List Spreadsheet (requires Microsoft Excel)
Waiver, Release of Liability Form (requires Microsoft Word)

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Manfred and Jean Sander Letter of Intent (requires Microsoft Word)
Manfred and Jean Sander Application for Chapter Funding (requires Microsoft Word)
Manfred and Jean Sander Agreement for Loan (requires Microsoft Word)
Manfred and Jean Sander Event Evaluation Summary (requires Microsoft Word)
Event Finance Worksheet (requires Microsoft Excel)

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Event Planning Guide (pdf format - requires Adobe Acrobat)

For your convenience, CPAA has separated the Guide into sections to facilitate printing.

I. Introduction to the Event Planning Guide
II. Developing Your Event
III. Communicating About Your Event
IV. Executing Your Event
V. Liability Issues For Events
VI. Some Final Words

VII. Resources

Chapter Event Planning Worksheet
Core Group Contact List
Event Evaluation Summary
Sample Event Postcards
Waiver, Release of Liability, and Assumption of Risk
Event Checklist Explanations/Details
Yearly Planning Calendar
Chapter Event Finance Worksheet
Event Sign-In Sheet

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