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CSI Approved Policies
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Advocacy

1. Counselor Identity Policy (1999)

In keeping with its advocacy for the profession as well as an emphasis upon its excellence, all CSI public introductions and documents including awards, fellowships, election nominations, and Exemplar articles will reference only counseling credentials and affiliations.

2. Creative Works Policy

CSI does not customarily endorse or promote creative works by other than its committees, task forces, and officers in keeping with their Society charges. Under certain circumstances, when introduced early in a project’s design and introduction, the CSI Executive Council, at its discretion, may endorse creative works meeting the following criteria:

  • The work is about or concerned with promoting excellence within the profession through research, scholarship, leadership, preparation and/or practice.
  • The authors are active members of CSI.
  • Author royalties accrue to CS funds for use with special projects, fellowships, etc. not a part of the regular operating budget.
  • CSI makes explicit the language, use of logo and methods that may be used to promote such work when the publisher/producer makes reference to the endorsement.
  • Membership lists are used for no other purpose than to promote pre-publication of the work.

3. CSI International Advocacy Efforts Policy (2015)

CSI's Chief Executive Officer oversees advocacy efforts within Chi Sigma Iota International.

4. Eligibility for Chapter Affiliation Policy (1999)

The Executive Council of Chi Sigma Iota, in an effort to better define and clarify the mission and purpose of the Society, shall consider accredited institutional preparation programs eligible for sponsoring a CSI chapter as those which are clearly identifiable as COUNSELOR EDUCATION programs. This is to be defined in terms of the predominate professional affiliations and credentials of the regular, full time personnel who teach in and administer the program. Professional affiliations and credentials shall mean membership in the American Counseling Association (ACA) and its divisions and branches and credentials administered by state or national professional counseling agencies.

5. Trademarks Policy (1985; 1993; 2008)

www.csi-net.org and all related logos, products and services described in this website are either trademarks or registered trademarks of Chi Sigma Iota, and may not be copied, imitated or used, in whole or in part, without the prior written permission of Chi Sigma Iota. In addition, all page headers, custom graphics, button icons, and scripts are service marks, trademarks, and/or trade dress of Chi Sigma Iota and may not be copied, imitated, or used, in whole or in part, without the prior written permission of Chi Sigma Iota.

These Logos may not be altered, modified, or changed in any way, or used in a manner that is disparaging to Chi Sigma Iota, its chapters or members. Logos may not be displayed in any manner that implies sponsorship or endorsement by Chi Sigma Iota except those specifically
approved by its Executive Council.

Chi Sigma Iota or CSI are the only approved designations, acronym or abbreviations for the Society. Chapters shall clearly designate and distinguish the chapter Greek name in association with chapter activities in addition to references in print or the internet. (Bylaws Article 17)

Chapters

1. Cashing and Processing of Rebate Checks Policy (2014)

Rebate checks must be cashed within the fiscal year in which they are issued. No uncashed rebate checks will be reissued or replaced once the fiscal year is over. Chapters requesting replacement of rebate checks may be assessed a processing fee to cover costs for staff and bookkeeper time and potential bank charges.

2. Chapter Acknowledgements of Appreciation Policy (2007)

Certificates or plaques of appreciation are a suitable and encouraged practice related to administrators, non-member faculty, or others whose support is substantive and important to members, chapter faculty advisors, and chapters in general. Chapters, however, shall refrain from bestowing honorary distinctions, awards, or memberships to persons who are not CSI members.

3. Chapter Dues Policy (2014)

Chapter dues for new members may not exceed 50% of dues for CSI International.

4. Chapter Grants Policy (2014)

Chapters may submit chapter grant proposals once every three years. Note: This does not apply to the new category of Statewide Networking Grants. There is no limit on those submissions.

5. Chapter Internet Presence Policy (2010)

Chapters which develop a website, blog, Social Networking Site, or any other presence on the internet are required to follow the CSI Chapter Website Policy and Social Networking Policy , if appropriate, in the creation of the site. The site URL must be submitted to CSI for review along with the completed Chapter Social Networking and Internet Presence Review Rubric demonstrating that all aspects of CSIs policies have been addressed in creation of the site. Sites which comply with CSI policies will be linked from the CSI list of chapters.

The site URL must be submitted to CSI for review along with the completed Chapter Website Review Rubric OR the Chapter Social Networking and Internet Presence Review Rubric after reading the respective policies demonstrating that all aspects of the policies and their intent have been fully addressed. Chapters are not permitted to maintain sites on the internet that have not been approved by CSI. Non-approved sites are to be unlinked until approval is obtained.

6. Chapter Membership Policy (1999)

Local Dues: Chapters may collect local dues in addition to that collected by headquarters as a part of the international dues; however, chapter officers must confirm that all such local members are current in their dues to CSI as well. No member may be active only at the local level, i.e., pay local dues, hold office, vote, or otherwise enjoy the benefits of active membership.

7. Chapter Rebates Policy (2016)

Chapter rebates issued by CSI Headquarters are intended to be used by chapters to comply with CSI Bylaws Article 9.5, which requires chapters to provide services to members, including scholarly presentations, opportunities for social and personal development, service to others, and advocacy projects.

8. Chapter Websites Policy (2010)

Chi Sigma Iota encourages chapters to develop and maintain websites to disseminate helpful information to members. It is extremely important that chapter pages be readily identified as affiliates of CSI and that the CSI logo, which is trademarked, is displayed in an appropriate manner. When someone browses the web and visits a chapter page, it must be immediately identifiable as a chapter of Chi Sigma Iota, International. This means that the same graphics, fonts (sizes, colors), etc. are used. Full details on requirements and resources for chapter websites are available on the Chapter Website Policy page.

9. Declined Members Policy (2014)

Chapters are responsible for educating students concerning the nature and mission of CSI and eligibility criteria for the Society, and for making sure students realize that their eligibility is reviewed in advance of sending written letters of invitation, which are required for all new student members. We recognize that sometimes students who are not eligible apply for membership without regard to faculty input and without a written invitation. We applaud the efforts of faculty to decline those students who have applied and are not eligible. At the same time, increased numbers of students are learning about CSI, applying through active chapters, and later are being determined to be ineligible. Processing these applications is requiring considerable effort and expense on the part of CSI Headquarters to educate students about the Society while deleting their membership records and refunding their dues.

Therefore, it is the policy of CSI that any chapter may have up to three students who have applied and are subsequently declined within a fiscal year with no penalty. Chapters with four or more declined members will be assessed a processing fee of $10 per declined member. The number of declined members will be calculated May 1 of each year and processing fees will be deducted from the chapter rebate.

10. Eligibility for Chapter Affiliation Policy (1999)

The Executive Council of Chi Sigma Iota, in an effort to better define and clarify the mission and purpose of the Society, shall consider accredited institutional preparation programs eligible for sponsoring a CSI chapter as those which are clearly identifiable as COUNSELOR EDUCATION programs. This is to be defined in terms of the predominate professional affiliations and credentials of the regular, full time personnel who teach in and administer the program. Professional affiliations and credentials shall mean membership in the American Counseling Association (ACA) and its divisions and branches and credentials administered by state or national professional counseling agencies.

11. Internet Plagiarism for Chapters Policy (2011)

When citing materials from csi-net.org on chapter websites, such as the CSI mission and vision, the source will be included in parentheses to show that this is a quote and the original author is CSI, International., i.e.: (csi-net.org). Chapters are encouraged to link to csi-net.org rather than quoting or copying materials from the website, as web page updates on CSIs website could cause chapter pages to be out-dated or provide inaccurate information to members. Failure to comply with these policies, and all policies of CSI, may result in a forfeit of the chapter rebate or suspension of a chapter's ability to process new memberships until the chapter's internet sites are in compliance.

12. Member Certificates Policy (2015)

Certificates of membership in CSI can only be printed and issued by CSI Headquarters. Chapters are not permitted to create membership certificates to serve as a temporary substitute or as an alternative certificate.

13. Policy Violations (2014)

Chapters violating CSI policies may be subject to withholding of a portion of their annual chapter rebate. That portion may vary from 25% to 100% depending on the nature of the violation, as determined by the Executive Council.

Chapters notified of a policy violation by CSI Headquarters will remedy within 30 days of notification or they will be subject to sanction as determined by the Executive Council that may affect their rebate.

14. Presenter/Workshop Policy (1997)

When CSI pays no portion of a presenter’s travel expenses, chapters can collect fees, pay honoraria, expenses, etc. without regard to the following policy. If CSI pays any of the travel expenses for a chapter initiation, chapters may not collect participant fees for the services of the CSI sponsored presenter without prior approval of the presenter and CSI.

If a presenter agrees to do a workshop without an honoraria, fees may be collected only to cover expenses of the workshop (handouts, equipment and room rental, refreshments) including the travel expenses of the presenter.

If fees are charged for a CSI/chapter sponsored event, a sliding scale for students, CSI members, and non-members should be charged. The presenter shall approve fees and advertising in advance to assure that all arrangements are satisfactory.

15. Reactivating Chapters Policy (2015)

A reactivating chapter will not be eligible to receive a chapter rebate that would have been issued during the year prior to the chapter’s deactivation.

16. Social Networking Policy (2010)

Social networking through websites such as Facebook.com has become a common practice and is a way for individuals and groups with similar interests to maintain contact, share ideas and information, and network for a variety of personal and professional activities. CSI chapters may choose to develop social networking sites for their local chapters on one or both of these sites. Social networking sites must be consistent with the following CSI Bylaws and policies and developed only with the prior knowledge and approval of the Chapter Faculty Advisor. Full details on requirements and resources for creating a social networking stes are available on the Social Networking Policy page.

Leadership Fellows and Interns

1. Completion of an LFI Term Policy (2015)

If someone fails to meet their responsibilities as a Leadership Fellow or Intern (LFI) and are removed from the LFI program, they will be restricted from referring to themselves as an LFI in any professional capacity.

2. Leadership Fellow Policy (1999)

In an effort to encourage participation in the work of the Society and to invest in the leadership potential of its members, CSI shall select ten or more leadership fellows each year to assist in carrying out projects related to the mission and goals of the Society. The leadership fellows will serve on a CSI committee or project. Fellows will provide a written project(s) outcome summary including an accounting of a minimum of 10 hours in active service to CSI. Each leadership fellow’s outcome summary will be submitted to the Executive Council two weeks prior to its annual business meeting.

3. Leadership Intern Policy (1999; 2008)

In an effort to encourage participation in the work of the Society and to invest in the leadership potential of its members, CSI shall select two or more interns each year to carry out projects related to the mission and goals of the Society. For a sum to be established by the Executive Council, interns will provide a written project(s) outcome summary including an accounting of a minimum of 50 hours in active service to CSI in addition to the CSI Executive Council meetings and CSI/ACA convention activities. Each intern’s outcome summary will be submitted to the Executive Council two weeks prior to its annual business meeting. Upon approval and direction of the Executive Council, the Chief Executive Officer will disburse the funds to the interns.

In order to serve as a CSI Intern, individuals must maintain at least a 3.5 GPA in their studies prior to and during the CSI internship and have the continuing endorsement of the Chapter Faculty Advisor with respect to the individual's time commitment to serve CSI and meet chapter and academic/professional responsibilities appropriately. If either the individual or CFA have doubts about any of these conditions, they are expected to discuss them with the CSI Chief Executive Officer as soon as possible. This policy is intended to protect individuals from the pressure of serving CSI when the timing may not be in their best interests as life circumstances change and decisions made earlier prove impractical.

Good Practices

1. Acknowledging the Death of CSI Members Policy (2009)

The Exemplar will acknowledge the death of CSI International Presidents and Academy of Leaders and Distinguished Scholars with an announcement of 400-450 words. This will highlight the deceased's career accomplishments, professional leadership, and CSI involvement.

For all other CSI members, the Exemplar will include a feature titled "In Memoriam" which will list the member's name and CSI chapter affiliation. It will also state, "Further information is included on the CSI website." On the website, a memoriam of no more than 100 words can be submitted by the faculty advisor or chapter president highlighting the deceased's career accomplishments, professional leadership, and CSI involvement. A picture may also be posted. This memoriam will remain on the web for two years.

2. Chapter and Research Grants Policy (2014)

Research and chapter grants awarded must be completed within the fiscal year in which they are awarded, with the exception of multi-year projects. Funding will not be provided across fiscal years.

3. Conflict of Interest Policy (2011)

This Conflict of Interest Policy of Chi Sigma Iota Counseling Academic and Professional Honor Society International (Society): (1) defines conflicts of interest; (2) identifies classes of individuals within the Society covered by this policy; (3) facilitates disclosure of information that may help identify conflicts of interest; and (4) specifies procedures to be followed in managing conflicts of interest.

  1. Definition of conflicts of interest. A conflict of interest arises when a person in a position of authority over the Society may benefit financially from a decision he or she could make in that capacity, including indirect benefits such as to family members or businesses with which the person is closely associated. This policy is focused upon material financial interest of, or benefit to, such persons.

  2. Individuals covered. Persons covered by this policy are the Society’s officers and employees.

  3. Facilitation of disclosure. Persons covered by this policy will annually disclose or update to the President of the Executive Council on a form provided by the Society their interests that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with businesses and other organizations or those of family members.

  4. Procedures to manage conflicts. For each interest disclosed to the President of the Executive Council, the President will determine whether to: (a) take no action; (b) assure full disclosure to the Executive Council and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the Society; or (d) ask the person to resign from his or her position in the Society or, if the person refuses to resign, become subject to possible removal in accordance with the Society’s removal procedures. The Society’s chief employed executive will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the President of the Executive Council in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.

4. Conflict of Interest Policy: Awards and Other Selection Committees (1999)

In keeping with appearances as well as evidence of the same in fairness, no one on a CSI Awards or Fellowship/Intern selection committee may receive an award or fellowship while serving on one of these committees. Likewise, no one serving on these committees shall participate in any manner in the discussion, review or voting related to immediate colleagues, friends, members of their chapter, or chapter award nominations of chapters of which they have been members.

5. CSI Presenter/Workshop Policy (1997)

When CSI pays no portion of a presenter’s travel expenses, chapters can collect fees, pay honoraria, expenses, etc. without regard to the following policy. If CSI pays any of the travel expenses for a chapter initiation, chapters may not collect participant fees for the services of the CSI sponsored presenter without prior approval of the presenter and CSI.

If a presenter agrees to do a workshop without an honoraria, fees may be collected only to cover expenses of the workshop(handouts, equipment and room rental, refreshments) including the travel expenses of the presenter.

If fees are charged for a CSI/chapter sponsored event, a sliding scale. For students, CSI members, and non-members should be charged. The presenter shall approve fees and advertising in advance to assure that all arrangements are satisfactory.

6. Document Retention and Destruction Policy (2011)

This Document Retention and Destruction Policy of Chi Sigma Iota identifies the record retention responsibilities of staff, volunteers, members of the Executive Council, and outsiders for maintaining and documenting the storage and destruction of the Society’s documents and records.

  1. Rules. The Society’s staff, volunteers, members of the Executive Council and outsiders (i.e., independent contractors via agreements with them) are required to honor these rules: (a) paper or electronic documents indicated under the terms for retention below will be transferred and maintained by the administrative staffs/departments or their equivalents; (b) all other paper documents will be destroyed after three years; (c) all other electronic documents will be deleted from all individual computers, data bases, networks, and back-up storage after one year; and (d) no paper or electronic documents will be destroyed or deleted if pertinent to any ongoing or anticipated government investigation or proceeding or private litigation.

  2. Terms for retention.

i. Retain permanently:

- Governance records – Charter and amendments, Bylaws, other Society documents, governing board and board committee minutes.
- Tax records – Filed state and federal tax returns/reports and supporting records, tax exemption determination letter and related correspondence, files related to tax audits.
- Intellectual property records – Copyright and trademark registrations and samples of protected works.
- Financial records – Audited financial statements, attorney contingent liability letters.

ii. Retain for ten years:

- Pension and benefit records -- Pension (ERISA) plan participant/beneficiary records, actuarial reports, related correspondence with government agencies, and supporting records.
- Government relations records – State and federal lobbying and political contribution reports and supporting records.

iii. Retain for three years:

- Employee/employment records – Employee names, addresses, social security numbers, dates of birth, INS Form I-9, resume/application materials, job descriptions, dates of hire and termination/separation, evaluations, compensation information, promotions, transfers, disciplinary matters, time/payroll records, leave/comp time/FMLA, engagement and discharge correspondence, documentation of basis for independent contractor status (retain for all current employees and independent contractors and for three years after departure of each individual).
- Lease, insurance, and contract/license records – Software license agreements, vendor, hotel, and service agreements, independent contractor agreements, employment agreements, consultant agreements, and all other agreements (retain during the term of the agreement and for three years after the termination, expiration, non-renewal of each agreement).

iv. Retain for one year:

- All other electronic records, documents and files – Correspondence files, past budgets, bank statements, publications, employee manuals/policies and procedures, survey information.

  1. Exceptions. Only the Society’s Chief Executive Officer or President may grant exceptions to these rules and terms for retention.

7. Election Tie Breaker Policy (2000)

In keeping with Robert's Rules of Order, the President shall cast the deciding vote in the case of a tie or offices within CSI. As a consequence, the CSI President does not vote in the annual officer election except in the case of a tie.

8. Internet Plagiarism for Chapters Policy (2011)

When citing materials from csi-net.org on chapter websites, such as the CSI mission and vision, the source will be included in parentheses to show that this is a quote and the original author is CSI, International., i.e.: (csi-net.org).

Chapters are encouraged to link to csi-net.org rather than quoting or copying materials from the website, as web page updates on CSIs website could cause chapter pages to be out-dated or provide inaccurate information to members.

9. Non-Campaigning Policy (2011)

Candidates for international offices shall not campaign. Candidates found in violation of this policy will be removed from election slates.

10. Process for Determining Compensation Policy (2011)

This Policy on the Process for Determining Compensation of Chi Sigma Iota applies to the compensation of the following persons employed by the Society: The Society’s Chief Executive Officer. The process includes all of these elements: (1) review and approval by the Executive Council or compensation committee of the Society; (2) use of data as to comparable compensation; and (3) contemporaneous documentation and recordkeeping.

  1. Review and approval. The compensation of the person is reviewed and approved by the Executive Council of the Society, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval.

  2. Use of data as to comparable compensation. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated Society.

  3. Contemporaneous documentation and recordkeeping. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.

11. Whistleblower Policy (2011)

This Whistleblower Policy of Chi Sigma Iota (CSI): (1) encourages staff and volunteers to come forward with credible information on illegal practices or serious violations of adopted policies of the CSI; (2) specifies that the Society will protect the person from retaliation; and (3) identifies where such information can be reported.

  1. Encouragement of reporting. The Society encourages complaints, reports or inquiries about illegal practices or serious violations of the Society’s policies, including illegal or improper conduct by the Society itself, by its leadership, or by others on its behalf. Appropriate subjects to raise under this policy would include financial improprieties, accounting or audit matters, ethical violations, or other similar illegal or improper practices or policies. Other subjects on which the Society has existing complaint mechanisms should be addressed under those mechanisms, such as raising matters of alleged discrimination or harassment via the Society’s human resources channels, unless those channels are themselves implicated in the wrongdoing. This policy is not intended to provide a means of appeal from outcomes in those other mechanisms.

  2. Protection from retaliation. The Society prohibits retaliation by or on behalf of the Society against staff or volunteers for making good faith complaints, reports or inquiries under this policy or for participating in a review or investigation under this policy. This protection extends to those whose allegations are made in good faith but prove to be mistaken. The Society reserves the right to discipline persons who make bad faith, knowingly false, or vexatious complaints, reports or inquiries or who otherwise abuse this policy.

  3. Where to report. Complaints, reports or inquiries may be made under this policy on a confidential or anonymous basis. They should describe in detail the specific facts demonstrating the bases for the complaints, reports or inquiries. They should be directed to the Society’s Chief Executive Officer or President of the Executive Council; if both of those persons are implicated in the complaint, report or inquiry, it should be directed to President-Elect. The Society will conduct a prompt, discreet, and objective review or investigation. Staff or volunteers must recognize that the Society may be unable to fully evaluate a vague or general complaint, report or inquiry that is made anonymously.

Adopted Chi Sigma Iota, 1985-2015; Updated November 13, 2015.

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9/27/2016
Webinar 2016-09-27

9/30/2016
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