S&T Core Services

Planning

Our 1st step is to establish with the Alumni Board their vision for the Chapter House and the Chapter. We develop a business plan with the Board outlining their goals for the physical and financial upkeep of the property. These goals include timelines for renovations, financing, capital reserve needs, ongoing maintenance, debt acquisition and ongoing cash flow projections. We also coordinate these goals with the chapter in terms of setting fees, membership requirements, and recruitment goals. By providing a stable chapter environment, the Board Members and the actives are able to focus on the things that they want to achieve to make them a great chapter.

Operations

We oversee the day to day operational aspects of your organization that alumni volunteers do not have the time to attend to and for which the undergraduates do not have the proper experience. An abbreviated list of these items includes:

• Accumulate organizational financial information to develop a budget to be approved by the Alumni Board and Chapter.
• Manage rent collections, lease agreements, and damage deposits.
• Establish cash flow accounts for collections and disbursements.
• Establish bill pay accounts for routine expenses.
• Conduct regular meetings with the Chapter officers.
• Oversee officer transition meetings – this will result in stabilized revenue, membership, operations, and public image.

Maintenance

We believe an on site presence is critical to properly maintain all chapter house facilities. Our presence on a campus allows us to become familiar with a building’s systems and be available for emergencies. We also are able to engage a contractor for regular repair work and maintain a system for tracking maintenance requests. Additionally, due to our presence and volume of work managed we generally are able to obtain favorable pricing and standardized services with vendors.

Beyond standard maintenance we also have significant experience managing major capital projects. This experience gives us a unique eye for design elements, material choices, budgeting, and implementation. We have an extensive picture portfolio in our Projects section.

Reporting

We provide regular reports for both the Chapter and Alumni Board covering areas such as: account reconciliation, cash flow statements, receivables collections, and housing contract status. We also are able to help coordinate and ensure proper tax filing. When submitting reports we always include our detailed analysis to help Alumni Boards be more efficient and informed in their decision making. We are available for and regularly participate in Alumni Board meetings. Our record keeping is all done electronically and our systems are open for the Alumni Board and Chapter to view at any time.

Compliance

The number of regulations and requirements applicable to Greek organizations in today’s environment continues to increase. Between municipal codes, university regulations, and headquarters policies, keeping up with everything is a constant challenge – especially for alumni volunteers. Our clients can feel safe, though, knowing that their property is compliant with all relevant codes and regulations and that they will have the added advantage of our broader knowledge base for larger community-wide changes as they occur.