Home

Join APICS
Education
Professional Development Meetings
Calendar
Newsletter
Employment
Awards
Officers/Instructors
Volunteers
About Us

APICS Association
APICS Southwest District
APICS Tucson
Arizona State University Student Chapter (AS-SCMA)

Southwest District Meeting

	Join Email List

Local AZ Affiliates:
Institute for Supply Management (NAPM-AZ)
American Society for Quality
Institute of Management Accountants

Forms and Procedures

Forms

      To download form, click on Form. 

       Master Forms Index

       NUMBER         TITLE                                               

       EX – Executive

          None         

       AA - Administration

          None     

       ED – Education

          ED01-a   Class Registration Form                 

          ED02-a   Class Roster Form (OBS)

          ED03-a   Course Evaluation Form (OBS)        

          ED04-b   Instructor Evaluation Form (combined with Course Eval)

          ED05-a   In-House Quotation Form (OBS)

          ED06-a   Instructor Kit Inventory Form
          ED07-a   Schedule of Classes

       FI - Finance

          FI01-d   Expense Report Form          

          FI02-b   Income Report Form         

          FI03-a   Credit Card Report Form   

          FI04-a   Instructor Pay Worksheet

          FI05-a   Course Revenue Worksheet       

         ME - Membership

          None 

         PR - Programs

           None     

         MA - Marketing

           None              

Policies and Procedures

       (Note: Click on the link to download the policy or procedure.)

       Master Procedures Index

       NUMBER         TITLE                                               

       01 – Chapter Management

       01-001   General Operating Policy

       01-002   President Position Policy       

       01-003   Executive - VP Position Policy               

       01-004   Chapter Policies & Procedures     

       01-005   Chapter Forms Management Procedure        

       01-010   Non-Standard Announcement Policy

       02 - Administration

       02-001   General Administrative Policy                         

       02-002   Administrative Position Procedure                 

       02-010   Phoenix Chapter-Administrative Interface         

       03 – Education

       03-001   General Education Policy

       03-002   Education Position Policy

       03-003   Academic Liaison Position Policy                  

       03-005   Course Material Revision Control Procedure
       03-007   Instructor Responsibilities
       03-010   In-House Seminar Finder’s Fee Policy (OBS)    

       03-019   Course Management Overview
       03-020   INTEL On-Line Invoicing Procedure              

       03-021   Course Scheduling & Registration  

       03-022   Course Completion and Close-out Procedure

       03-023   Course Cancellation AND Registrant Withdrawal Refund Procedure   

       03-024   In-house Class Registration Procedure  (OBS)

       04 - Finance

       04-001   General Finance Policy

       04-002   VP-Finance Position Policy 

       04-005   Fee Schedule     

       04-010   Chapter Travel Policy            Proposed Policy - -- - Differences Explain

       04-020   Chapter Dinner Meeting Finance Policy         

       04-030   Chapter Income & Expense Rptg Policy    

       04-031   Chapter Chart of Accounts Policy     

       04-040   Chapter Monthly Finance Audit Policy      

       04-050   Ordering from Society
       04-051   Account Passwords      

       04-060   Chapter Membership Voucher Policy

       05 - Membership

       05-001   General Membership Policy

       05-002   Membership Position Procedure

       05-010   Corporate Membership Policy                          

       06 - Programs

       06-001   General Programs Policy

       06-002   Programs Position Procedure

       06-010   Senior Management Night Procedure
       

       07 - Marketing

       07-001   General Marketing Policy

       07-002   Marketing Position Procedure

       07-052   Chapter Advertising Policy                  

Chapter Instructional Materials

     Access the Instructor Toolkit.zip file for Instructor Materials:

• Attendance Roster
• Course Introduction
• Course Syllabus (for all modules)
• Course Instructor Evaluations
• Exam Presentation Tips

                   Instructor Toolkit (revised 12-15-05) (.zip) 

     Fundamentals
        Pre-Test for all Modules (Word)
        Pre-Test for all Modules - Answer Key (Excel)

Education | PDM | Newsletter | Employment
Join APICS | Volunteers | Officers | About Us
Home