Strong governance is the foundation of a successful chapter. To support Chapter Officers and Executive Directors in carrying out their leadership responsibilities, the Appraisal Institute provides a variety of governance resources covering chapter operations, policies, compliance requirements, elections, contracts, and recordkeeping.
Available resources include:
- AI Regulations and Bylaws to help chapter leaders understand the governance framework of the Appraisal Institute.
- Sample Independent Contractor Agreements and Chapter Employee Duties to assist chapters in documenting staff and contractor relationships.
- Sample Hotel Addendum to support event and meeting contract negotiations.
- Installation of Chapter Officers materials for chapter leadership transitions and installation ceremonies.
- Anti-Harassment and Anti-Discrimination Policy resources to promote a professional and inclusive environment.
- Antitrust Policy and Guidelines and Antitrust Do's and Don'ts to help chapters comply with applicable antitrust requirements.
- Dualities of Interest Policy to help chapter leaders identify, disclose, and appropriately manage potential conflicts and competing interests that may arise in chapter business.
- Event Code of Conduct to establish expectations for professional behavior and create a safe, welcoming environment for all participants at chapter and Appraisal Institute events.
- Region Election Policy for guidance on regional elections and election procedures.
- Record Retention Policy to assist chapters in maintaining and preserving organizational records.
- Chapter Policies that provide additional guidance on chapter governance, operations, and compliance.
Whether you are onboarding new leaders, reviewing chapter procedures, planning events, or ensuring compliance with Appraisal Institute policies, these resources can serve as valuable references throughout the year.
These governance tools and documents are available on the Appraisal Institute website and can also be found in the AI Chapter EDs SharePoint for convenient access by chapter leadership.
Chapter Officers: Please coordinate with your Chapter Executive Director to access available files, reports, and resources available in the AI Chapter EDs SharePoint.