2012-2013 Risk-Management Billing-Allocation Calculator








2012-2013 Risk-Management Billing-Allocation Calculator

Enter the number of chapter members:

Your total risk-management base fee is:

During the past two fiscal years (July 1, 2010 to date), did your chapter experience a potential loss that resulted in an open investigation and/or lawsuit or had an open claim regardless of when the loss occurred? Any chapter with a current open claim will receive a base surcharge regardless of when the loss occurred. Select Yes or No




In the yearly Regional Director’s chapter evaluations, chapters are evaluated on each of the 12 core areas of the True Gentleman Initiative by point values. The Risk Management core-area score and a general subjective assessment (which may be affected by events following the yearly evaluation) by your Regional Director were used to determine the appropriate surcharge. Select either excellent, average, poor or very poor for your score







Was your chapter issued a fine letter/e-mail from the Director of Risk Management or Eminent Supreme Recorder prompted by risky behavior or failure to comply with risk-management policy or failure to cooperate with a risk-management investigation in the previous academic year? Select Yes or No






Did your chapter receive a Chapter Achievement Award at the 77th John O. Moseley Leadership School? Select Yes or No




Has your chapter that submitted an approved, written pledge program to the FSC, your Province Archon and your chapter advisory board? Select Yes or No




Does your chapter have an active chapter advisory board of at least 5 alumni, as indicated in your chapter evaluation and noted on file with the Fraternity Service Center? Select Yes or No




Did your chapter send at least 3 chapter members to the 77th John O. Moseley Leadership School? SelectYes of No




Does your chapter have a chapter house? (Chapters with lodges, resident halls, university-owned housing or other arrangements have been identified as chapters with a house.) Select Yes or No





Answer the following only if your chapter has a chapter house:

Is your chapter house designated as alcohol-free housing?* Select Yes or No



Did your chapter pass its most recent house inspection? Select Yes or No



Your projected risk-management fee is:

Projected per-member risk-management fee is:
Projected per-pledge risk-management fee is:

*Alcohol-free housing is defined as follows: No alcohol whatsoever for any reason or any purpose at anytime is permitted on or in a chapter or colony’s house, including the entire property and all buildings on the property.


Chapters that commit to having alcohol-free housing and are later found in violation of the policy will have their risk-management fee reassessed as a wet house and will be billed the difference. Chapters that wish to adopt alcohol-free housing will be required to do so by having all active members sign a letter of intent to adopt alcohol-free housing and submit the letter to the Eminent Supreme Recorder by September 1, 2012.




If you should have any specific questions about your allocated cost, please contact Frank Ginocchio, General Counsel and Director of Risk Management,at 1-888-237-0778 or at fginocchio@sae.net – or contact the Eminent Supreme Recorder, Blaine Ayers at bayers@sae.net.

Please fill all required fields