Executive Director / Secretary/Treasurer

1. Credentialed Delegates to Annual Convention
   • Verified by NAHU. No Documentation Required
2. Each additional attendee to Annual Convention
   • Verified by NAHU. No Documentation Required
3. Legislative Chair attends Capitol Conference
   • Verified by NAHU. No Documentation Required
4. Each additional attendee to Capitol Conference
   • Verified by NAHU. No Documentation Required
5. Chapter represented at NAHU Leadership Program (cap con)
   • Verified by NAHU. No Documentation Required
6. Annual Regional Meeting
7. Active email and/or text Distribution to members
   • Submit the text or email distribution list
8. Active Committees
   • Document with TWO items:
     • A list of your committee members
     • Committee minutes/reports (Board minutes with a committee report are acceptable.)
   • The committee must include more than one person
   • Items generated by NAHU and forwarded by your chapter will NOT eligible for this item.
9. Publish Annual Summary of Chapter Activities
10. Maintain a Chapter Website
    • Website address must be provided to be considered for points.
11. Chapter Board Members Attend State-Sponsored Strategic Planning  
    • Provide a copy of the state’s strategic planning meeting minutes listing the names of the attendees. No credit will be given if the documentation does not specify that the meeting was Strategic Planning. Leadership training does not qualify for this item.
12. Local Chapter New Officer/Leadership Training Workshop  
    • Provide copy of meeting minutes outlining duties of each position and content of meeting
    • Regular board meetings are not considered leadership training or workshop
    • This is NOT Strategic Planning – local chapters are responsible for leadership training.
13. Strategic Planning Meeting
    • Must be seperate from regularly scheduled board meetings and open to members.
    • Documentation must include at least two of the following:
      • Post Board Meeting Minutes
      • Flyers or Announcements
      • Published Agenda or Program with strategic planning content
      • Newsletter announcement(s)
      • Registration Forms or list of attendees
14. D&O Liability Insurance for Officers
    • Provide cover page of the Directors and Officers policy with current effective date OR
    • Provide dated premium billing with current effective date
    • If D&O is provided by the state chapter the endorsement page must be included listing the local chapter as a covered entity
    • Confirm that the dates of the policy period are on the documentation and that those dates are within the current awards year
    • If state laws exempt non-paid officers of tax-exempt organizations from liability, must show documentation of such law to eliminate need for coverage
    • A comprehensive liability policy will NOT count toward this criterion
15. Annual Publication of chapter’s budget and final statements
    • Provide a copy of the board-approved budget
      • Should be published on chapter website, special mailing or in a newsletter
      • If published on a website provide a screenshot of the page
    • Budget must be current and cover at least part of the current awards year
    • Documentation must demonstrate the budget is approved and NOT just proposed.
    • Print pages off website or include a copy of the newsletter where published, or provide copy of dated communication. Identify which publication source was used.
16. 100% Board Recruitment Award  
17. Regularly scheduled board meetings  
    • Points are based on documentation for each meeting claimed
    • Documentation should include copies of board minutes
    • Strategic planning sessions do not qualify for this criterion
    • Teleconferences are acceptable
18. IRS Filing for Non-Profit
19. IRS Annual Tax Filing

Awards

1. Triple Crown Winners
   • Verified by NAHU. No documentation required. 
2. LPRT Qualifiers
   • Points are based on documentation for each meeting claimed
   • Documentation should include copies of board minutes
   • Strategic planning sessions do not qualify for this criterion
   • Teleconferences are acceptable
3. Participate in NAHU/CAHU Awards Call
   • Document with minutes from the calls
4. Chapter Award Program honoring member achievements
5. Chapter Certification
   • Verified by NAHU. No documentation required. 
6. Held recognition event for chapter award recipients
   • Document with at least two of the following
     • Board minutes
     • Announcements or newsletter articles
     • Copy of published “calendar of events”
     • Website notices with date of recognition program
     • Printed programs listing members to be recognized
   • Program does not have to be a stand alone event,  however must merit time and agenda/flyer recognition
7. Actively promoted LPRT to members (minimum 3 times)
   • Each promotion must be documented at least once. Document each promotion with at least ONE of the following.
     • Social media
     • Promotional flyers
     • Newsletter
     • Email blasts (needs to include the date of the communication and the distribution list)
     • Website pages and links directing members to the designation information on the website.
     • Chapter newsletter

Carrier Relations

TBD

Communications

1. Distribute local newsletter
   • Submit original cover
   • Month and year must be printed on the newsletter
   • If newsletter is electronic, submit a hard copy including ALL pages
   • Web-based newsletters must include the web address of the newsletter
   • Emailed newsletters must include cover page showing the date it was emailed
   • Single page newsletters included in the state chapter’s newletter are acceptable for single page points
2. Assist with updating events on the website
   • Website address must be provided to be considered for points.
3. Participate in NAHU/CAHU Communications Calls
   • Document with minutes from the calls.
4. Update Facebook & LinkedIn with special events/news
   • Facebook, LinkedIn, Twitter, Instagram, YouTube or other video streaming platform
   • Document with screenshot of social media page

Community Service

1. Sponsoring Public Service projects
2. Participate in NAHU/CAHU Community Service Calls
   • Document with minutes from the calls.
3. Total Dollars donated to public service
   • Documentation must include one the following:
     • Treasurer’s report
     • Cleared checks (front and back) presented to organization
     • Board minutes
     • Letters from the project recipient that include dates and the amounts contributed
     • Newsletter articles
   • All projects must be completed within the awards year
   • Donations to the NAHU Education Foundation qualify for this item.

Diversity, Equity, and Inclusion

Executive Committee

1. Board Members attending a State-sponsored Strat Plan Sess.
   • Provide a copy of the state’s strategic planning meeting minutes listing the names of the attendees. No credit will be given if the documentation does not specify that the meeting was Strategic Planning. Leadership training does not qualify for this item.
2. Appoint a Media Relations Chair
3. New Officer Leadership Training workshop
4. Active Comms: Awards, Comm, Ed/Prog, Leg, Memb, Media, Public Serv, HUPAC
5. Regularly Sched. Board Meetings Hold Strategic Planning open to membership
6. Pres-Elect attending NAHU Leadership at CapCon 2014

HUPAC

1. Participate in NAHU/CAHU HUPAC Calls
2. Membership support of HUPAC (for period 01/01-12/31)
3. Membership support of State PAC (for period 01/01-12/31)

Legislative

1. Leg Chair attending Capitol Conference
2. Leg Content Meeting to membership (other than general mtg)
3. Participate in NAHU/CAHU Leg Calls
4. Maintain an active leg committee
5. Develop local media exposure on leg. (Work with Media)
6. Quarterly legislative newsletter (Work with Communications)

Media

1. List of local media contacts
2. Media Outreach – letters to editor
3. Media Outreach – op-ed articles
4. Media Outreach – press releases
5. Press Hits
6. Participate on NAHU/CAHU Media Calls
7. TV or Radio Presentation Present
8. NAHU’s Working with the Media Session

Medicare

TBD

Membership and Member Retention

1. 100% Board Recruitment
2. Hold New member orientations
3. Participated in State new Agent Outreach Program
4. Conducted a member Needs Survey
5. Sponsoring chapter membership contest
6. Net membership gain 4/1 to 3/31
7. Percentage of members on Bank Draft
8. Participate in NAHU/CAHU Membership Calls
9. Contacted billed not paid list and reported to State
10. Contacted lapsed list and reported to State
11. Establish/maintain mentor program for new members

Programs and Professional Development

1. Actively Promote RHU, REBC, DIA, LTPC, CLTC) at least 3 times
2. Hosting a local sales symposium or CE Seminar
3. Local membership meetings 
4. DOI approved CE hours offered
5. Participate on NAHU/CAHU Membership Calls  
6. Conduct an overview of NAHU website at chap meeting
7. Actively Promote RHU, REBC, DIA, LTPC, CLTC) at least 3 times  
8. Awards Recognition Service

Vanguard

TBD