Task List HC, AAB and Chapter

	F	G	H	K	L	M
1	Task Description	Chapter Officer	AAB Mentor	House Corp	AAB / Chapter

2	Review financial statements.	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
3	Review mailed bank statement to verify all checks have two signatures and all checks are reasonable.	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
4	Approve all non-routine vendor payments (via email).	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
5	Download bank statements from M&T and PsiPsi Website (credit card payments) - email to SWCLLP.	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
6	Invoices Go Out for Fall and Spring Semester; payments due 8/1 for Fall and 1/1 for Spring.	Quaestor				This is done by HC for HC accounts and Chapter for Chapter Accounts
7	Approve individual payment plans on a case by case basis.	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
8	Summer Saltine Sig Publication Mailing Date (Annual Meeting Notice must arrive in mail at least 30 days prior to Homecoming).	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
9	Update all service agreements with third party vendors including SWCLLP and PCSCNY. Update COI.	Quaestor		X	X	This is done by HC for HC accounts and Chapter for Chapter Accounts
10	Download SU 5 year calendar and update Website for key dates.	HC		X
11	Publish on website open / close dates for Psi Psi Scholarships.	HC		X
12	Verify all required inspections are completed by August 15th (fire alarm, fire sprinklers, kitchen hood cleaned, ansul system and fire exteinguishers inspected, boiler and furnace service / inspections, laundry equipment serviced.	HC		X
13	Upon completion of summer turnaround Lisa takes photos of entire house; post to website.	HC		X
14	Payments for Fall semester due August 1.	Quaestor		X	X
15	Populate Approved to Move in List by August 15th.	HC		X
16	House opens for Fall Semester third week in August.	HC		X
17	Homecoming and Annual Meeting.	HC		X	X
18	City of Syracuse Fire Department Inspection; notice goes to SWCLLP, then to HC.	HC		X
19	Set Dates for Pledge Training	Magiester			X
20	Set Date for Initiation	Magiester			X
21	Reserve Room for Initiation	Magiester			X
22	Check Ritual Prop Inventory / Oder Replacements	Magiester			X
23	Register Pledges on GreekBill	Quaestor			X
24	Review and sign tax returns.	HC		X	X
25	Those on payment plans to be paid in full by October 1.	HC		X	X
26	House is closed for Thanksgiving Break.	HC		X
27	House closes for Winter Break mid-December.	HC		X
28	Statements for Spring semester are emailed.	HC		X
29	PCSCNY takes photos of the entire house.	HC		X
30	Winter Turnaround (clean / refinish wood floors; set up / close up rooms).	HC		X
31	City of Syracuse - Building Inspector - Certificate of Inspection - next 3/7/2024.	HC		X
32	Payment is Due for Spring Semester on January 1st.	HC		X	X
33	Populate Approved to Move in List by January 15th.	HC		X
34	House Opens for Spring Semester Mid-January.	HC		X
35	Set Dates for Pledge Training	Magiester			X
36	Set Date for Initiation	Magiester			X
37	Reserve Room for Initiation	Magiester			X
38	Check Ritual Prop Inventory / Oder Replacements	Magiester			X
39	Register Pledges on GreekBill	Quaestor			X
40	Reminders go out to Chapter to secure Housing Waivers for current freshman who want to live in Fall Semester.	ProConsul		X	X
41	Saltine Sig Publication Mailing date with Clam Bake Date and annoucement.	Chapter Editor			X
42	Those on payment plans to be paid in full by March 1.	HC		X	X
43	House is closed for Spring Break.	HC		X
44	Chapter owes HC forecast of headcount by end of month for the Fall and Spring Semester.	Quaestor			X
45	Preliminary budget is prepared to forecast room only and CAAA fees.	HC		X
46	Update Website CAAA and Room Only Programs for fee amount.	HC		X
47	Website registration for Fall and Spring Room Only Programs Opens.	HC		X
48	Forecast Cash Position for planning Summer Capital Projects.	HC		X
49	Update 10 Year Capital Plan.	HC		X
50	Annual Report Due to Grand Trustees.	HC		X
51	House Corp Report Card Due to Grand Trustees.	HC		X
52	Insurance Renewal due to Risk Management Foundation.	HC		X
53	Website registration for Fall and Spring Room Only Programs Closes at Clam Bake House Corp Meeting; All CAAA and Room Only Registrations to be complete.	HC		X
54	Chapter Programs for Dues & Fees, RMF and Parking to be Completed	HC		X
55	Clam Bake and House Corp Meeting - Present Operating Budget.	HC		X	X
56	House Closes Day of Graduation.	HC		X
57	PCSCNY takes photos of the entire house post closing	HC		X
58	Summer turnaround is underway Monday after graduation. Go over schedule with Jim and Lisa and third party vendors. Set hard deadlines.	HC		X
59	Fiscal Year Closes June 30th.	HC		X
60	Psi Psi Alumni Reunion last weekend in June before July 4th.	HC		X
61	Winter Edition of Saltine Sig	Chapter Editor	AAB Chapter Editor		X
62	Set Dates for Recruitment	Magiester			X
63	KLTW Attendees	ProConsul			X
64	Horizons Applications	ProConsul			X
65	Grand Chapter	ProConsul			X
66	Chapter Programs for Dues & Fees, RMF and Board Club to be Completed	Quaestor			X
67	Summer Edition of Saltine Sig	Chapter Editor	AAB Chapter Editor		X
68	Magazine of Sigma Chi Chapter Status	Chapter Editor			X
69	Assess HQ CHI Proeprty Inspection	HC		X
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