Chapter and Network Renewal Process
About the renewal process:
This is a yearly requirement for existing chapters and networks to update and renew their information with Texas Exes. The Texas Exes has chartered and non-chartered alumni groups—the main distinction is the number of required officers and whether they award scholarships. A chartered chapter or network has a minimum requirement of four officers, while a non-chartered one only has one Key Contact. Non-chartered chapters and networks cannot award scholarships. Learn more about the differences between our chartered/non-chartered chapters and networks in the respective handbooks.
Before you begin:
Chapter and network Presidents/Key Contacts should review the full submission process, gather all necessary officer and financial information, and communicate with your leadership team prior to initiating the chartering form. Presidents will be asked to submit all officer names (legal first and last names), preferred email addresses, leadership titles, and the financial report (on behalf of the Treasurer). Having this information ready to go prior to starting the form will expedite your submission and help you complete your charter/annual renewal in one sitting! If you submit your renewal forms incorrectly, you will be asked to resubmit.
Step 1: The July 2022–June 2023 President (chartered) or Key Contact (non-chartered) for the upcoming year, will initiate and complete the online renewal form in one sitting. No other officer position should initiate the renewal process! Once the President/Key Contact has submitted the initial renewal form, all other officers will receive an automated email from the Texas Exes directing you to complete a Conflict of Interest and Volunteer Code of Conduct form.
Page 1: Charter/Renewal Form – Select your chapter or network from the Leadership Entity drop-down menu and then select either President for chartered groups or Key Contact for non-chartered groups. Note: Do not use "Chair" to identify yourself as president. You will be asked to resubmit.
Chartered domestic/international chapters and networks must have at least four officers: (President, President-Elect, Treasurer, and Membership Chair), and can award scholarships.
Non-chartered domestic/international chapters, international contact chapters, and affinity contact networks cannot award scholarship funds and have one individual Key Contact.
Page 1 continued: Enter your contact information. Note: The Texas Exes will use the entered email, mailing address, and phone number as your preferred contact method for ALL Texas Exes and UT communications. Verify your leadership team's legal first/last names & contact information before beginning/submitting the charter!
Page 2: Chapter and Network Charter Agreement – Select your group type (chapter or network) from the drop-down menu and then select your "charter type" (chartered or non-chartered). Next, read and agree to the statements listed.
Page 3: List of Officers – Depending on your "charter type" you will see different pages. Chartered chapters/networks must have at least four officers with these titles: President, President-Elect, Treasurer, and Membership Chair.
Presidents of chartered groups will be asked to enter the slate of officers for the 2022–2023 year.
Key Contacts of non-chartered groups will be given an opportunity to enter additional officers, but this is not a mandatory field.
Important Note: You must report ALL chapter/network volunteers that will be a part of the leadership team, especially if you have more than the required four positions. Example: Scholarship Chair, Event Chair, board members, committee chairs, etc. If you do not report a volunteer leader, they will not receive important email communication from the Texas Exes Chapters and Networks staff throughout the year, and we will not recognize them as a leader since they won't complete our Volunteer Code of Conduct/Conflict of Interest forms. Examples of that communication are the monthly Chapter and Network Leadership Newsletter, invitations to Texas Exes events such as our Annual Leadership Conference (CNLC), etc.
Page 4: Financial Status Form – If your chapter or network took in funds for the 2021-2022 year, the incoming President will enter your financial report.
The form lists income sources and expense categories from the previous year; the local balance held indicates operations funding for the group and scholarship awards to be made in the upcoming academic year. All chapters/networks that take in funds, chartered or non-chartered, are required to submit a financial report.
You can skip this page if you are a non-chartered chapter or network or did not take any funds in the last year.
Page 5: Volunteer Code of Conduct (VCC) – Read through the page and agree to the Volunteer Code of Conduct.
Page 6: Conflict of Interest Policy (COI) and Nondisclosure Agreement – Read through the policy, report any conflicts of interest, and agree to the terms before continuing to the next page.
Page 7: Confirmation Page – You will review all six pages you submitted. SCROLL to the BOTTOM of the page, sign electronically, and click the button to submit your signed response. If you do not sign electronically, the form will not be submitted.
- Lastly, you will receive a verification of submission email from Texas Exes Staff. Click the link to verify your charter/renewal submission!
Step 2: Upon completion and email verification, if the President/Key Contact entered information for additional officers, those officers will be sent an email from Texas Exes Staff to fill out their personal Conflict of Interest Form and Volunteer Code of Conduct via email. The renewal process is not complete for your chapter or network until all of your officers have completed their online forms.
*Presidents should actively communicate with their leadership team throughout this process. Once Presidents/Key Contacts have submitted the initial charter/renewal form, let your officers know that they will receive an email (via the email address you put down for them) from Texas Exes prompting them to complete their VCC & COI forms.*
Step 3: If you do not have current by-laws on file with Texas Exes, signed by 10 current Texas Exes members, please resubmit your by-laws via email to Chapters and Networks Department staff. This remains on file and is resubmitted only when amendments have been made. This applies to chartered chapters and networks. Download a copy of the NEW and current Texas Exes Chapter Bylaw Template and Texas Exes Network Bylaw Template.
To renew as a chapter or network with the Texas Exes, the following form must be completed online by June 15, 2022. This form can only be completed by the President/Key Contact.
Please contact Chapters and Networks Manager, Catherine Flores (firstname.lastname@example.org) or Chapters Coordinator, Molly Roberts (email@example.com) with any questions. We look forward to working with you this upcoming year!
Chartering and Renewal FAQs:
Who should submit the renewal form?
Only the July 1, 2022-June 30, 2023 chartered Chapter/Network President or non-chartered Chapter/Network Key Contact should complete the form mentioned throughout this page.
Who should submit the Financial Report?
Presidents are expected to submit the financial report, not the treasurer. Presidents should have their chapter's financial information ready to submit when completing the renewal form.
This is a new step for the 2022-2023 year, so please coordinate with your leadership team prior to submitting the renewal form. In the past, Treasurers were able to submit the form online, but that created duplicate and incomplete renewals/charters in our system, so we had to move to allow only one leader to submit on behalf of the full chapter/network.
Why must I use "President" instead of "Chair" as a chartered chapter/network on the form?
With the upcoming launch of our updated Texas Exes Chapter and Network Bylaws, we are implementing a standard naming convention for improved administrative reports. The form is dynamic, so if you select "Chair" you will not have access to the pages needed to complete a charter.
What is the difference between a renewal form and a charter form?
A renewal form is completed by a non-chartered chapter/network "Key Contact" and a charter is completed by a chartered chapter/network "President". The basic renewal form is the same for all Chapters and Networks, and a charter requires a bylaw submission so only chartered groups complete a "charter". The online form is dynamic based on your selections, so non-chartered groups will be prompted to complete a "renewal" and chartered groups will complete a "charter".
What is the difference between a chartered chapter and a non-chartered chapter?
Chapters and Non-Chartered Chapters are local affiliates of the Texas Exes. Chapters and Non-Chartered Chapters differ in that Chapters require a more fully developed leadership structure and can award scholarships to local students.
Non-Chartered Chapters can have a more loosely defined structure with only one person needed as the Key Contact and typically they do not award scholarships. All start-up groups will first become Non-Chartered Chapters and will then have the opportunity to become a Chartered Chapter.
When is the deadline to complete this form?
This year (2022-2023), all chartering information must be submitted by the extended deadline of June 15th to be an "active" group on July 1, 2022.
Our chapter/network is struggling to fill a full board for the 22-23 chapter & network year; what should I do?
Contact our Chapters and Networks team to assist you on marketing emails to recruit volunteers. Remember you can send a weekly email newsletter by following the request guide and emailing your content to firstname.lastname@example.org.
When does the new chapter & network year begin?
Our chapter/network charter years run from July 1- June 30th of the next year. This year, our charter year will run from July 1, 2022-June 30, 2023.