Phi Delta Psi Fraternity, Incorporated
Policy & Procedures Manual

Index to Amended and Restated Policy & Procedures Manual of Phi Delta Psi Fraternity, Inc.

ARTICLE 1 NAME AND PURPOSE OF THE ORGANIZATION NAME

• PURPOSE OF THE ORGANIZATION

  ARTICLE 2 RISK MANAGEMENT

• 2.01 PURPOSE OF POLICY
• 2.01A ALCHOHOL & DRUGS
• 2.01B HAZING
• 2.01C SEXUAL HARASSMENT / ABUSE DISCRIMINATION
• 2.01D CONTRACTUAL & FINANCIAL ISSUES.
• 2.01E PERSONAL PROPERTY.
• 2.01F TRANSPORTATION ISSUES.
• 2.01G GENERAL HEALTH AND SAFETY.
• 2.01H ADVISORS
• 2.01I EDUCATION

  ARTICLE 3 ORGANIZATION OF THE FRATERNITY

• 3.01 TYPES OF CHAPTERS
• 3.02 COLLEGIATE CHAPTERS
• 3.03 ALUMINI CHAPTERS

  ARTICLE 4 MEMBERSHIP

• 4.01 CLASSES OF MEMBERSHIP
• 4.02 COLLEGIATE MEMBERSHIP
• 4.02A COLLEGIATE MEMBERSHIP COLLEGE/ UNIVERSITY
• 4.02B COLLEGIATE MEMBERSHIP COMMUNITYCOLLEGE
• 4.02C ELIGIBILITY
• 4.02D INITIATES
• 4.02E (i) INVITATION TO INITIATES
• 4.02E (ii) OBLIGATION TO INITIATES
• 4.02E (iii) BALLOT TO INITIATES
• 4.02F CHAPTER OBLIGATION & INITIATES
• 4.02G PETITION & OBLIGATION OF MEMBERSHIP
• 4.02H UNDERGRADUATE AFFILIATION
• 4.02I GRADUATE AFFILIATION
• 4.02J TRANSFER MEMBER AFFILIATION
• 4.02K INITIATES BENEFITS
• 4.02L MILITARY MEMBERSHIP
• 4.02M MILITARY INITIATES
• 4.03 ALUMNI ASSOCIATION
• 4.04 ALUMNI MEMBERSHIP
• 4.04A ALUMNI MEMBERSHIP PRIVILEGES
• 4.05 HONORARY MEMBERSHIP
• 4.05A HONORARY INITIATION
• 4.05B HONORARY RIGHTS & PRIVILEGES
• 4.05C HONORARY OBLIGATIONS OF MEMBERSHIP
• 4.06 INITIATION
• 4.07 FEES
• 4.07A STRUCTURE OF MEMBERSHIP FEES
• 4.07B CHAPTER DUES
• 4.07C ALUMNI MEMBERS
• 4.07D BENEFITS OF FEE PAYMENTS
• 4.07E COLONY CHAPTERS
• 4.07F HONORARY MEMBERS
• 4.08 LIFETIME MEMBERSHIP
• 4.09 VOLUNTARY WITHDRAWAL OF MEMBERSHIP
• 4.09A. ELIGIBILITY REQUIREMENTS TO APPLY
• 4.09B. REINSTATEMENT
• 4.10 ABANDONMENT OF MEMBERSHIP
• 4.10A PAYMENT & REINSTATEMENT
• 4.11 RELINQUISH OF MEMBERSHIP
• 4.11A PAYMENT & REINSTATEMENT

  ARTICLE 5 CHAPTERS

• 5.01 ORGANIZATION OF CHAPTERS
• 5.02 COLLEGIATE CHAPTERS
• 5.02A COLLEGIATE CHAPTERS
• 5.02B CHAPTER DESIGNATION
• 5.0C CHARTER FEES
• 5.02D PETITIONING GROUPS
• 5.02E MEMBER OBLIGATIONS
• 5.02F COLONY OBLIGATIONS
• 5.02G COLONY RIGHTS & PRIVILEGES
• 5.02H CHAPTER MEETINGS
• 5.02I ALUMNI ADVISOR
• 5.02J POLICY & PROCEDURES
• 5.02K PAYMENT OF DUES & FEES
• 5.02L CHAPTER LAWS
• 5.02M CHAPTER ELECTIONS
• 5.02N GENERAL FUND
• 5.020 THE BOOK OF HONOR
• 5.02P CHAPTER FEES & DUES
• 5.02Q REAL ESTATE/PROPERTY
• 5.02R FOUNDERS DAY
• 5.02S RECORDS MAINTENANCE
• 5.02T BANK ACCOUNTS
• 5.03 DEAN OF PLEDGES
• 5.03A DESCRIPTION
• 5.03B REQUIREMENTS
• 5.03C RESPONSIBILITIES
• 5.03D VIOLATIONS
• 5.04 ALUMNI CHAPTERS
• 5.04A CHARTER & CHARTER FEE
• 5.04B CHAPTER NAME
• 5.04C MEMBERSHIP
• 5.04D CHAPTER LAWS
• 5.04E REPORTS
• 5.04F MEETINGS
• 5.04G CERTIFICATION
• 5.05 AUTHORITY TO GRANT CHAPTERS
• 5.06 COLLEGIATE CHAPTER ADVISORY BOARD
• 5.06A COLLEGIATE CHAPTERS
• 5.06B COMPOSITION OF BOARD
• 5.06C APPOINTMENT OF CHAIRMAN
• 5.06D SELECTION OF MEMBERS
• 5.06E PURPOSE OF BOARD
• 5.06F MEETINGS

  ARTICLE 6 MEETINGS

• 6.01 QUADDRENNIAL MEETINGS
• 6.01A COLLEGIATE CHAPTERS DELEGATIONS
• 6.01B ALUMNI CHAPTERS DELEGATIONS
• 6.01C NATIONAL BOARD VOTE
• 6.01D PAST PRESIDENT VOTE
• 6.01E CASTING OF VOTES
• 6.01F PROXY VOTES
• 6.01G COLLEGIATE CHAPTERS DELEGATES
• 6.01H SCHEDULING OF MEETING
• 6.01I COLLEGIATE CHAPTERS REPRESENTATIVES
• 6.01J ALUMNI CHAPTERS REPRESENTATIVES
• 6.01K QUORUM
• 6.01L PRESIDENT’S REPORT
• 6.02 REGIONAL MEETINGS
• 6.03 SPECIAL MEETINGS
• 6.04 ANNUAL NATIONAL BOARD MEETINGS
• 6.05 REGULAR NATIONAL BOARD MEETINGS
• 6.06 SPECIAL NATIONAL BOARD MEETINGS

  ARTICLE 7 ELECTIONS

• 7.01 TIME AND METHOD OF NOMINATION
• 7.02 THE NOMINATING COMMITTEE
• 7.02A CANDIDATE’S LETTER OF INTENT
• 7.02B CANDIDATES IN GOOD STANDING
• 7.02C CANDIDATES’ DISCLOSURES
• 7.02D NOMINATING COMMITTEE RECUSALS
• 7.03 TIME AND METHOD OF ELECTIONS
• 7.03A CURRENT MEMBERSHIP LIST
• 7.03B ORDER OF THE BALLOTS
• 7.03C ELIGIBILITY TO VOTE
• 7.03D CLOSING OF THE VOTE
• 7.03E DETERMINING THE SUCCESSFUL CANDIDATE
• 7.03F NOTIFICATION OF THE SUCCESSFUL CANDIDATE
• 7.03G ROLE OF THE VICE PRESIDENT

  ARTICLE 8 NATIONAL BOARD OF DIRECTORS

• 8.01 FUNCTIONS OF THE NATIONAL BOARD
• 8.02 COMPOSITION OF THE NATIONAL BOARD
• 8.03 ELIGIBILITY FOR THE NATIONAL BOARD
• 8.04 NUMBER OF NATIONAL BOARD MEMBERS
• 8.05 ELECTION OF NATIONAL BOARD MEMBERS
• 8.06 TERM OF NATIONAL BOARD MEMBERS
• 8.07 RESIGNATION
• 8.08 REMOVAL
• 8.09 VACANCIES
• 8.10 QUORUM
• 8.11 POWERS
• 8.11A NATIONAL BOARD RESPONSIBILITIES
• 8.11B AUTHORITY TO CREATE ADVISORY OFFICES AND COMMITTEES
• 8.11C FRATERNITY OFFICE
• 8.11D DAILY OPERATION OF THE FRATERNITY OFFICE
• 8.11E EMPLOYMENT OF SALARIED EMPLOYEES
• 8.11F RETIREMENT PROGRAM & OTHER BENEFITS FOR SALARIED EMPLOYEES
• 8.11G BUDGET
• 8.11H COST OF ERECTING A FRATERNITY OFFICE
• 8.11I REIMBURSEMENT OF EXPENSES
• 8.11J PRESIDENT’S REPORT & RECOMMENDATIONS
• 8.12 ACTION WITHOUT MEETING
• 8.13 PARTICIPATION IN MEETINGS
• 8.14 INTERIM DELEGATION OF AUTHORITY

  ARTICLE 9 NATIONAL BOARD POSITIONS

• 9.01 NATIONAL BOARD
• 9.02 PRESIDENT
• 9.03 VICE PRESIDENT
• 9.04 VICE PRESIDENT OF COMMUNICATION
• 9.05 VICE PRESIDENT OF FINANCE
• 9.06 VICE PRESIDENT OF MARKETING
• 9.07 VICE PRESIDENT OF CORPORATE AFFAIRS
• 9.08 VICE PRESIDENT OF COMMUNITY SERVICE
• 9.09 IMMEDIATE PAST PRESIDENT
  9.10 NATIONAL HISTORIAN

  ARTICLE 10 FINANCES

• 10.01 FISCAL YEAR
• 10.02 DUES
• 10.03 PAYMENT OF DUES
• 10.04 FAILURE TO PAY DUES
• 10.05 CERTAIN EXPENDITURES

  ARTICLE 11 QUORUM

• 11.01 QUORUM

  ARTICLE 12 AMENDMENTS

• 12.01 AMENDING THE CONSTITUTION
• 12.01A NATIONAL BOARD MEETING (CONCLAVE)
• 12.01B NATIONAL BOARD OF DIRECTORS
• 12.01C VOTING MEMBERS
• 12.02 METHOD OF PROPOSING AN AMENDMENT
• 12.03 EFFECTIVE DATE OF AN AMENDMENT

  ARTICLE 13 ROBERT RULES OF ORDER

• 13.01 ROBERT’S RULES

  ARTICLE 14 CONFLICT RESOLUTION PANEL

• 14.01 SUBMISSION OF CONFLICTS
• 14.02 HEARINGS

  ARTICLE 15 DISCIPLINE

• 15.01 COLLEGIATE & ALUMNI MEMBER DISCIPLINE
• 15.01A CHARGES AGAINST A COLLEGIATE & ALUMNI MEMBER
• 15.01B DISCIPLINARY ACTION
• 15.01C HEARINGS
• 15.01D APPEALS
• 15.01E JUDICIAL REVIEW BOARD
• 15.01F NATIONAL BOARD
• 15.02 COLLEGIATE CHAPTER DISCIPLINE
• 15.02A CHARGES AGAINST A COLLEGIATE CHAPTER
• 15.02B JUDICIAL REVIEW BOARDS
• 15.02C RULES OF PROCEDURE
• 15.02D SANCTIONS
• 15.02E APPEAL TO BOARD OF DIRECTORS FOR THE CHAPTER
• 15.02F APPEAL TO NATIONAL BOARD OF DIRECTORS
• 15.03 ALUMNI CHAPTER AND ALUMNI ASSOCIATION DISCIPLINE
• 15.03A CHARGES AGAINST AN ALUMNI CHAPTER/ALUMNI ASSOCIATION
• 15.03B APPOINTMENT OF INVESTIGATOR
• 15.03C HEARING PROCEDURES
• 15.03D APPEALS
• 15.03E EMERGENCY CONDITIONS

  ARTICLE 16 REGIONS

• 16.01 GEOGRAPHICAL REGIONS
• 16.02 ADMINISTRATIVE OFFICERS
  

  ARTICLE 17 RITUALS

• 17.01 OFFICIAL RITUAL
• 17.02 ADMINISTRATION
• 17.03 FLOWER
• 17.04 FLAG

  ARTICLE 18 INSIGNIA

• 18.01 EMBLEM
• 18.02 COAT OF ARMS
• 18.02A DISPLAY
• 18.02B REPRODUCTIONS
• 18.02C MATRICIES
• 18.02D JEWEL REPRODUCTIONS
• 18.03 COLORS

  ARTICLE 19 BADGE

• 19.01 AUTHORITY FOR MANUFACTURING & DISTRIBUTION
• 19.02 ORDERING OF BADGE
• 19.03 APPROVAL FROM VP OF MEMBERSHIP
• 19.04 GUARDS

  ARTICLE 20 THE LION’S DEN

• 20.01 AUTHORIZATION TO PUBLISH
• 20.02 FUNDING

Phi Delta Psi Fraternity, Incorporated ®
Policy & Procedures Manual

As Revised by the 13th National Board of Directors

PREAMBLE

The objectives of Phi Delta Psi Fraternity, Inc. are to support the ambition of its members; to prepare them for the most glorious and noblest causes of man; to achieve the highest form of manhood; and to assist their fellow brethren in their efforts to attain higher social, economic, professional and academic status.

This document contains the official policies of Phi Delta Psi established by majority vote of the Phi Delta
Psi National Board of Directors.

The Policy and Procedures Manual is maintained on the Phi Delta Psi web site under www.phideltapsiFraternity.org and updated as soon as practical following the enactment of any new legislation.