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Membership Processing Checklist
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Per the CSI Bylaws, Article 5, Section 1, "A committee of members including the Chapter Faculty Advisor shall ensure that at least annually nominations for membership are submitted to Headquarters of duly qualified and chapter approved candidates. Such candidates shall be individuals who exhibit high standards of personal and professional excellence and shall support the purposes of the Society."

The following checklist of procedures is provided to assure that new members of CSI are formally invited to membership, their applications are processed in a timely manner, and initiations are conducted in accordance with the policies and guidelines of the Society

Membership Processing Checklist for Chapters

Membership Processes

Responsibility

CFA obtains list of GPAs for students in the counseling program who have completed at least one full semester of study. This list should not be accessed by a student Membership Committee as it contains private student information. "Those who have a cumulative GPA of 3.5 or better on a scale of 4.0 and are deemed promising for endorsement as a professional counselor whose ethical judgment and behavior will be exemplary” (CSI Bylaws, Article 4.1).

Faculty input on the latter criteria may come from the programs’ regular review and retention policies and practices.

Every effort should be made to be proactive in all matters of diversity including encouraging leadership involvement among underrepresented populations.

 

CFA

CFA determines which students are eligible for membership. CFA meets with chapter officers and/or the Membership Committee to discuss endorsement of new members.

 

CFA & officers 

CFA and/or chapter President writes personal letter of invitation to eligible students. Letters of invitation are required. A sample letter is included at www.csi-net.org < Chapters < Initiations. The letter includes information about CSI International dues ($50) and any applicable local chapter dues (not to exceed $25 or half of CSI International dues), and must include a deadline when prospective new members must apply for membership.

 

CFA and/or President

Applicants go online to www.csi-net.org < Membership and complete the New Member Registration application. Applicants must pay CSI International membership dues online using a credit, debit card or Paypawhen completing the New Member Registration. Some chapters also require local chapter dues, Chapter dues must be paid directly to the chapter (usually by check or online invoice). Applicants must be approved by their respective CFAs approval before their applications will be further processed.

 

Prospective Applicants

CFA submits the chapter's next initiation date and approves new members via the Member Management System no less than two weeks prior to the planned chapter initiation date. CSI Headquarters verifies chapter certificate orders and mails certificates and pins directly to the CFA two weeks prior to the chapter initiation date that is submitted.  If membership certificates and pins can be safely mailed to CFAs earlier than, please contact CSI Headquarters staff (office@csi-net.org). 

If the initiation date is submitted less than two weeks before the chapter's planned initiation, certificates cannot be guaranteed to arrive in time for the initiation. Membership certificates and pins are only mailed to CFAs. When students do not receive their membership certificates and pins at their initiation ceremonies, they often contact CSI Headquarters in an attempt to obtain them.  This substantially increases the workload of CFAs and CSI Headquarters staff when new members always are referred back to their CFAs since we only mail certificates to CFAs.

If a chapter requests certificates to be mailed beyond the two week deadline, any increased postage charges are the chapter's responsibility. If certificates are mailed two weeks in advance and do not arrive at least two days prior to the initiation, CSI will cover the costs of overnight mailing a replacement set of certificates. If a chapter requests a later mailing date or submits a chapter initiation date late, all increased postage costs for an additional mailing and/or costs of certificates and pins must are the chapter's responsibility.

CFAs should open and inspect membership certificates and pins when packages arrive rather than waiting until the initiation date.  Questions may be sent office@csi-net.org.

 

CSI Headquarters

The chapter maintains a list of students who have been invited to membership and keeps track of those who have applied for membership. This list should be verified against the Pending Approval list in the online Member Management System that can be accessed by the CFA.

 

Membership Chair/ Treasurer

CFAs may log into their chapter's unique profile (not the CFA's unique member profile) using their chapter's username and password to access CSI's automated Member Management System (www.csi-net.org < CFA < Member Management) in which they can access several areas.

In the Member Processing area of the Member Management System, CFAs can approve or decline new members and submit their chapter initiation dates. In this area, CFAs also can access, search within, and download lists of their chapter members who need to be approved, members who have been approved and who are waiting to be initiated, members who have been declined recently, and members who have been approved for membership and initiated recently.

 

In the View/Export Member List area of the Member Management System, CFAs can download lists of all of their chapter members.

 

In the New Member Processing Instructions area of the Member Management System, CFAs can find detailed instructions for using the automated system.

 

CFA

CSI sends a "Congratulations” email to applicants when they are endorsed and approved by the chapter (via the CFA approving applicants in the automated Member Management System) and CSI respectively. 

 

CSI Headquarters

Chapters must have an initiation ceremony at least once every two years to remain active and eligible for chapter rebates. An initiation is tantamount to an awards ceremony, i.e., recognition for academic excellence and promise as a professional counselor. Family, friends, faculty, partners, etc should be present to witness and celebrate with the new initiates. It should be planned as an academically solemn but celebratory occasion. Every new member has a right to expect such an occasion and all new members must be formally initiated and take the oath of membership to be considered official CSI members. The format and language of the CSI membership oath can be found on the Initiation of New Members page. Since taking the CSI membership oath is an essential and required part of becoming a member, some chapters offer members the opportunity to both sign the CSI membership oath and orally recite the CSI membership oath.

CFAs and Chapter Offices should make provisions for those who are incapable of physically attending the ceremony.

 

CFA & Chapter Officers

Some chapters install new officers as part of the initiation ceremony. View the ceremony script for the Installation of Officers.

 

Chapter Officers

Chapters may submit a request to CSI Headquarters for assistance with initiation speakers. View the Presenter Policy Procedures for details.

 

Chapter Officers
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