Road to Chapter
General
Provide the number of members as of December 31 (Chapter Contract 3) – This allows us to track our total aggregate number of membership for legislative purposes and benefit negotiation.
The average number of members at your general monthly meeting -This number is used for the basis of issuing the promotional gift cards for Home Depot Incentive program.
Verbiage acknowledging National REIA membership on application – both online and printed (Chapter Contract 4ai. & Addendum A 10) – Because of the flow of benefits from National REIA providers your members need to be informed of the relationship for the purpose of the disclosure.
Current membership roster –attached? or access codes for AMS (Chapter Contract 4d, Addendum A6F) – This allows us to prove membership to our benefit providers. Please send a spreadsheet with name, address, phone number and email address. If you would prefer that we pull this report for you please provide access to your association management system.
Signed W9 (Addendum B 5) –The IRS requires this document to be signed annually in order for us to issue a Rewards check.
Proof of Tax Filing – (Chapter Contract 4c) – We don’t need the entire form we only need the signature sheet, which generally does not have any financial information on it.
Certificate of good standing from State Expires – This is issued by your Secretary of State and you can generally get this online. Most states require an annual renewal but it can also be bi-annual or other. This often falls thru the cracks and could pose serious problems if allowed to lapse.
Business Limited Liability Insurance – This is to keep you protected. It is also likely that your hotel contracts require this. Please submit the front page of the policy, called the binder page. Please scan it in and email or attach it to form.
Website
Code of Ethics Published on website (Chapter Contract 5 Addendum A 2B) – The reason we need the Ethics and Bylaws published externally – or at the very minimum presented at the point of membership registration – is that they really aren’t valid if the potential member has no idea what they are agreeing to before they sign the agreement. It is the same as any other contract, like a rental agreement, the person signing the contract cannot be held responsible or liable for something they don’t realize that they’ve agreed to. If you really tried to enforce these and it came down to a civil court case we’d have a real problem. The disclosure needs to be made before or at least at the time of signing.
Bylaws Published on the website (Chapter Contract 4b) If non-profit – See above
National REIA U link appears on the website? (Addendum A 5c) – National REIA provides some of the toughest to get, but most needed education to protect your members such as fair housing, EPA regulations, insurance, etc. Most of the basic courses on these topics are free to a paid member of your group.
Mission Statement appears on the website (Chapter Contract 7A) – We believe it is important for you to differentiate yourself by stating what you believe and how you provide member value.
Strategic Industry Partners
Ads and Articles can be found in the Association Leader’s group on the National REIA Community.
The nationalreiaNOW quarterly insert is shared in the middle month of each quarter via email and posted in the Association Leader’s Group. It not only has great information to share, but doing so each quarter will check off many of the boxes that will satisfy your group’s compliance requirements. We produce this in both a single page (8.5×11) and a tabloid (11×17) version.
Home Depot: At least one spotlight article in newsletter – National REIA makes articles available for you to run in your newsletter. Please show us where and when you ran one of these articles.
Home Depot: Ad in newsletter – National REIA provides ads to run in your newsletters. Please show when and where you ran those ads.
Signup sheets attached to the membership application? OR Auto signup in REIA Manager or comparable system activated? – Do you attach the Home Depot sign up form to the physical application that you have at the meeting? Or do you have a mechanism through your online system to get your new members registered in the Home Depot Program?
Arcana Insurance: At least one spotlight article in newsletter – National REIA makes articles available for you to run in your hard copy or online newsletter. Please show us where and when you ran one of these articles.
Arcana Insurance: Ad in newsletter – National REIA provides ads to run in your newsletters. Please show when and where you ran those ads.
Signup sheets in a welcome packet or welcome email – Ask the members to sign up to get a quote. This can be done via your welcome email or in the new member packet.
Rent Perfect (ISC): At least one spotlight article in newsletter – National REIA makes articles available for you to run in your newsletter. This can be your hard copy or online newsletter. Please show us where and when you ran one of these articles.
Rent Perfect (ISC): Ad in newsletter – National REIA provides ads to run in your newsletters. Please show when and where you ran those ads.
No Competitors are promoted – Please verify that you are not promoting competitors to the programs offered.
Privacy Policy disclaimer appears on membership application (Addendum A 6c) – The major purpose of the disclaimer is to protect both your group and National. In essence, it says we (meaning your group nor National) will never share their info, however, they acknowledge that when they sign up for a benefits program they are willingly sharing that information with the business providing that benefit. National REIA provides specific language for you to use. Please provide your membership application showing the specific language is included.
Recommended: If meeting scroll is used add slides for Strategic Industry Partner to Scroll
Local Business Associate Program (Vendors) – What you probably locally call a vendor program. We believe one of the best resources a REIA provides to their members is access to product and service providers that are familiar with our industry and have worked with investors before.
Attach a list of local Business Associates or indicate on website – Please show the URL or website address of the page that shows your local vendor program. If you don’t have this on your website please attach a list of your local vendors.
Active Community Program –This can be anything from working a day with Habitat for Humanity or Wounded Warriors to a food or coat drive at one of your General Monthly Meetings. We love it when we can tie our industry to the charity, which Habitat and others allow us to do. It provides an opportunity for “Hands-on Rehab” which is a credit inside the PHP program and help to the community. We believe a community program is important because Investors and Landlords get such a bad rap and often reputation for “taking” from a community. We want to show that we are positive contributors to the community, both through our everyday actions of providing housing and in special “community awareness” actions that we take semi-annually.
Describe Community Program Participation (Addendum A 8) – Please provide a short paragraph explaining the community service project you participated in. This can be a Habitat with Humanity project, a Toys for Tots project, a Food Drive, or even better find a need in your community and fill it.
Attach samples of activities – newsletters/web article, pictures, press release (Addendum B 6B)
Active Legislative Program Webpage (Addendum 4A) – Please provide the URL or webpage address that describes what your group is doing legislatively. The simplest way to find content for your website is to link to realestateinvestingtoday.com, the National REIA news site.
Emergency contact system established (Addendum A 4c) – How do you contact your members if there is an issue that is coming to a vote that will affect our industry? Circle one or more: Voice Broadcast System SMS Broadcast Email Alert
Distribute Legislative Emails sent by National to Your Group – We send legislative updates to your group. Please prove to us that you’ve passed those along. This can be via a screenshot of your analytics.
Provide: Examples of Advocacy on behalf of the group? (Addendum A 4b) – How have you informed your members of local issues, or worked to pass or defeat legislation on their behalf? For example, have you attended a local city council meeting, a sister association (e.g. NAA legislative/Board of Realtors legislative) meeting. We strongly encourage that you make friends with the local apartment association and local NAR affiliate to stay informed of upcoming legislative challenges that they see locally as many of those would affect your members as well.
Delegate from Chapter attended Mid-Year (Addendum A 9) – Someone in leadership with the group has to attend MidYear each year and is encouraged to attend Chapter day. We believe that, just as in your group, networking and learning from your peers is one of the biggest benefits. We also make program announcements and do program rollouts at MidYear which is crucial to staying compliant and to providing the highest value to your members.
