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Chartered Unit Checklists

ADMINISTRATIVE (Start-up)

  • Identify Board members, minimum of 6
  • Develop By-laws, contact info@iopp.org for samples
  • File forms with the IRS
  • Establish a bank account
    • The account must be issued in the full legal name of the Chartered Unit and must reference the Unit's EIN.
    • All checks, drafts, statements, etc... must reflect the full legal name of the Chartered Unit.
    • Checks drawn on accounts bearing the name "IOPP" or "Institute of Packaging Professionals" may not be issued by any Chartered Unit.
    • A Chartered Unit's funds may not be co-mingled with any personal or corporate account.
    • The Chartered Unit's account shall not bear the name of any individual, or be issued using an individual or corporation's tax ID number of than the Chartered Unit's EIN.
  • Purchase insurance policies (recommended)
    • Directors & Officers (approx. $500/year)
    • Event Insurance - if the chartered unit is producing an expo or conference type event at a hotel, not necessary for plant tours or other events hosted by a company 

ADMINISTRATION (Ongoing)

EVENT PROMOTION

  • Post event to Chapter PackChat Community, which will be visible to anyone (member & non-member)
  • Contact IoPP National with event details
    • Info will be included in upcoming IoPP National newsletter, if time permits
    • Info will be posted to IoPP National social media, if time permits
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