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II. MEMBERSHIP OPTIONS

APPLICATION FEE: $40

MEMBERSHIP FEE: $1200

(*$40 Application fee is non-refundable. $600 of the membership fee is refundable within 30 days of approved application should you decide to leave the group.)

PAYMENT METHOD

Membership Type

Individual Company-Paid

Classification Applying For

Industry/ Profession

Legal & Accounting

III. CONTACT INFORMATION

IV. EXPERIENCE & CREDENTIALS

(Note: You may attach a resume or biography for additional information.)

V. TERMS & CERTIFICATIONS

UPON YOUR ACCEPTANCE TO WRRG, FEES ARE NON-REFUNDABLE, WITHOUT EXCEPTION.

By submitting this Application, you agree to receive communications from or relating to WRRG, and further agree that WRRG may share your information and any other information and material you provide with other WRRG members, affiliates, vendors, and third parties in order to provide you services as a WRRG member.

ARBITRATION. All disputes arising out of or relating to this Agreement or the member’s participation in WRRG shall be resolved by binding arbitration in accordance with the laws of the State where the applicant’s WRRG Chapter is located. The Arbitration shall be subject to the Rules of the American Arbitration Association. The clause encompasses any and all disputes involving WRRG, and their officers, directors, employees, agents and representatives, as well as members, provided that the disputes pertain to membership or participation in WRRG.

LIMITATIONS OF LIABILITY. Notwithstanding any other provision of this Agreement, any liability to you involving WRRG, and their officers, directors, employees, agents and representatives for any cause whatsoever arising out of or related to this Agreement and/or membership or participation in WRRG, and regardless of the form of the action, will at all times be limited to the amount of the annual membership fee paid by you for membership in WRRG, Except in Jurisdictions where such provisions are restricted, in no event will there be any liability to you or any third person for any indirect, consequential, exemplary, incidental, special or punitive damages. No actions here under may be commenced unless brought within one (1) year of accrual.

TERM. All term fees are measured from the application date. Applications dated between the 1st and the 15th of the month shall begin their term on the 1st of the month. Applications dated after the 15th of the month shall begin their term on the 1st of the following month. Terms run one (1) year from the date the term begins.

CERTIFICATION. I hereby declare and certify that all statements contained in this application and any accompanying documents are true and correct, and that any misrepresentation or false statement may be grounds for rejecting my application or, if discovered after my application has been accepted, subject me to immediate termination at franchisee’s or WRRG’s discretion without any reimbursement. I further understand that my membership is conditional and I agree, accept and will abide by all the terms and conditions set forth herein and those contained within the WRRG Member Policies, Guidelines and Code of Ethics, all of which I have had the opportunity to review on www.WRRGROUP.com or have received. I acknowledge that breach of these terms, conditions, and policies shall be grounds to terminate my membership. I understand and agree that upon my acceptance to WRRG, FEES ARE NONREFUNDABLE WITHOUT EXCEPTION. Dues are subject to change at any time.

WRRG Code of Ethics: Upon acceptance to WRRG, I agree to abide by the following Code of Ethics during the tenure of my participation in the organization.

CODE OF ETHICS

1. I will provide the quality of services at the prices that I have quoted.

2. I will be truthful with the Members and their referrals.

3. I will build goodwill and trust among Members and their referrals.

4. I will take responsibility for following up on the referrals that I received.

5. I will display a positive and supportive attitude.

6. I will live up to the ethical standards of my profession.

CORE VALUES

1. Giving (giving referrals to our Members, giving time to our community, giving back to the community)

2. Accountability (staying accountable to each other and to our community)

3. Optimism (nobody like a Debbie Downer)

4. Recognition (we celebrate our successes individually and as a group)

Professional standards outlined in a formal code of conduct for any profession supersede the above standards.

This means that a member belonging to a profession that has a more stringent standard must adhere to that higher standard.

VI. BUSINESS REFERENCES

Please list two references.

VII. BUSINESS REFERENCES

LEADERSHIP RESPONSIBILITIES

PRESIDENT

• Run the meeting according to the approved agenda
• Ensures meeting starts and stops on time
• Maintains weekly reports
• Ensures the application process is running smoothly and timely
• Membership Committee and President make decisions about venue/policy/membership applications/set expectations within group guidelines
• Leads charity organization for the group (booking events to participate in i.e. blood drives,
• canned food drives, coat drives, charity golf drives, etc.)

VICE PRESIDENT & CHARITY ORGANIZER

• Marks Visitor and Member attendance during meetings to give to Secretary/Treasurer
• Maintains speaker roster
• Announce 4-6 week Speaker Roster

SECRETARY/TREASURER

• Member’s yearly dues are waived
• Announce upcoming Member renewals
• Maintain Monthly Budget reports
• Tracks chapter referrals
• Tracks “Thank you for closed business” dollars
• Tracks attendance of Visitors and Members
• EDUCATION & QUOTE COORDINATOR
• Maintains Education Roster
• Announce 4-6 week Education Roster
• Guides Member on how to coordinate a 3-5 minute Education Moment each week
• 9 rocks referrals

MEMBERSHIP COMMITTEE

• Maintains the group’s TOP 10 Most wanted classifications list
• Schedules Visitor Events
• Encourage Member Participation
• Reviews all new applications including background check
• Watch and engage struggling members
• Ensure that ALL Members conduct themselves in a professional way in like with the group’s Policies and Code of Ethics
• Ensure all applications are processed in a timely fashion
• Make sure new Member onboarding is no longer than 2 weeks
• 9 Month check-in for renewal interviews are taking place (interview Member at their 9-month mark that they are satisfied with the group and looking to renew their membership – address any concerns)
• Deal with classification conflict within the group
• Communicate with the President & Vice President about any conflict in the group

NEW MEMBER MENTOR

• Advises new members on how to utilize the website- tracking referrals and closed business dollars
• Advises new members on the flow of the meeting, how to give a one-minute weekly ask, how to present testimony to the group, and general guidelines of the group
• Answers any questions the new members may have
• Demonstrates how to conduct a “one-to-one” meeting outside of our regular weekly meeting

VISITOR HOSTS

• Arrive early for meeting to greet/welcome any new Visitors
• Follow up with Visitors by a phone call within 24 hours of meeting
• Review application process with Visitors during official Visitor Days

WEBMASTER & ZOOM

• Manage the group’s branded website, Facebook pages, and all other social media collateral, ensuring branding standards are adhered to
• Manage Zoom calls for Members that are unable to attend in person

WESTFIELD ROCKS REFERRALS GENERAL POLICIES

The Membership Committee of the WRRGG has final authority related to any General Policies. Membership Committee may put a Member on probation or open up a Member’s classification for failure to comply with the Member Policies, the Code of Ethics, or Core Values.

   1. Members should represent their primary professional focus.

   2. Members must make an effort to arrive on time and stay for the entire meeting. We understand that situations may arise from time to time where a Member may need to come in late or leave the meeting early, but please to not make this habitual.

   3. A Member cannot be in another program that holds Members accountable for passing referrals. This is an exclusive referral group and each Member depends on the team of other Members for passing referrals.

   4. A Member is allowed 9 unexcused absences in the course of a calendar year. If the Member is unable to attend, they may send a substitute in their place or join via Zoom; this will not count as an absence.

   5. Members are expected to be engaged in the group by bringing qualified referrals and/or visitors.

   6. Visitors may attend a meeting up to two times.

   7. Members who wish to change their classification within the group must submit a new membership application for approval from the Membership Committee.

   8. All Members must pass a yearly background check – no history of fraud or violent felonies will be allowed.

   9. Application for membership must be approved by the Membership Committee. Membership Committee, at their discretion, may deny an application for any reason. The decision of the Membership Committee to deny, revoke, or suspend membership shall require a two thirds majority.

OUR STATEMENT ON EQUALITY AND NON-DISCRIMINATION

All candidates are encouraged to apply for membership in all job classifications based on qualifications without regard to race, color, gender, religion, national origin, marital status, sexual orientation, age, or disability. The Westfield Rocks Referrals group will not tolerate violation of this equality and non-discrimination statement.

DISSOLUTION STATEMENT

Said organization is organized exclusively for charitable and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt  organizations described under Section 501(c)(3) of the Internal Revenue Code, or corresponding section of any future federal tax code.

Upon the dissolution of the organization, assets shall be distributed for one or more exempt purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code, or corresponding section of any future federal tax code, or shall be distributed to the federal government, or to a state or local government, for a public purpose. Any such assests not disposed of shall be disposed of by a court of competent jurisdiction in the county in which the principal office of the organization is then located, exclusively for such purposes or to such organization or organizations, as said Court shall determine, which are organized and operated exclusively for such purposes.

CODE OF ETHICS

   10. I will provide the quality of services at the prices that I have quoted.

   11. I will be truthful with the Members and their referrals.

   12. I will build goodwill and trust among Members and their referrals.

   13. I will take responsibility for following up on the referrals that I received.

   14. I will display a positive and supportive attitude.

   15. I will live up to the ethical standards of my profession. 

CORE VALUES

   16. Giving (giving referrals to our Members, giving time to our community, giving back to the community)

   17. Accountability (staying accountable to each other and to our community)

   18. Optimism (nobody like a Debbie Downer)

   19. Recognition (we celebrate our successes individually and as a group)

Motto

Networking for a Cause