Greek Toolkit

Resources for Chapter Leaders & Advisors

This page includes all important resources and forms that fraternity and sorority leaders are required to complete in accordance with the most updated Greek Management Manual (GMM). 


Spring 2020 Dates

Important Forms


  • Fraternity & Sorority Life: Interest and Eligibility Form [Google Form]
    • All potential/new members are required to complete the Fraternity & Sorority Interest & Eligibility form. By completing this form, you are giving Student Involvement permission to share your eligibility with the fraternities and sororities for potential membership.
  • Intent to Participate in Recruitment/Intake Activities [Google Form]
    • Deadline for Fall: August 1
    • Deadline for Spring: January 1
  • Substance-Free Recruitment Waiver Form [Google Form]
    • All chapters, regardless of if actively recruiting new members or not, must adhere to the rules and regulations set forth for the Substance-Free or ‘Dry Recruitment’ Period. This is a an alcohol and substance-free time frame at the beginning of each semester determined by Student Involvement.
    • Chapters may request an exception to this period through a Substance-Free Recruitment waiver. Waivers are granted and approved on a case-by-case basis.
    • Deadline: Waivers must be submitted no later than January 1 (for Spring recruitment) and August 1 (for Fall recruitment).
  • Potential/New Member Education Plan [Google Form]
    • Chapters must submit their full potential/new member process plans for approval by the Greek Life staff by the first day of classes each semester.
    • No potential/new member processes can begin each semester without approval from Student Involvement.
    • Deadline: First Day of Classes

Membership Management Forms

  • Potential / New Member Agreement Form [pdf] (PDF)
    • Any potential/new member must complete a Potential/New Member Agreement Form within the same semester of the start of an intake process.
  • Active Member Agreement Form (2019-2020 version coming soon!)
  • Change in Chapter Officer Roster Form [Google Form]
    • It is expected that chapter officer and council leader information is updated with Student Involvement at all times.
    • Complete this form each semester or as needed with new officer contact information. Please contact your council advisor or with any questions.
  • Change in Membership Form [Google Form]
    • Any potential/new/active members who have had a change in status (including withdrawal before initiation) must complete the Change in Membership Form.
    • Deadline: Within 72 hrs (3 days) of the status change.
    • Used to report the following membership status changes:
      • Return to active status
      • Removal/inactivity for Active & New Members
      • Graduating Seniors/Early Alumni Status
      • Study Abroad
      • Withdrawing
      • Resigned

Social Event Forms

  • Social Event Registration Form [pdf] 
    • Deadline: 7 Business Days Prior to Event
    • No events are being registered amidst COVID-19 until further notice due to CDC and Santa Clara County guidelines. Per the GMM: Events with alcohol may not be held during the Substance-Free Recruitment Period, Final Exams, Winter Break, Spring Break, and summer breaks.

Other Forms