Editing Change of Position Holders
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there's several places this information needs to be recorded or reported. | there's several places this information needs to be recorded or reported. | ||
- | + | * For any board member, record the date they assumed or left office [[Board of Directors/Past|here]]. You'll need that for the [[Charitable Status]] filing. '''(done for changes to 2017-11-07)''' | |
- | + | * For any board member, committee members or chairs, or the Administrator, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] of the people that have stepped down from positions and the people that have taken up positions | |
- | + | * For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. '''(done for changes to 2017-11-07)''' | |
- | + | * For any change of Committee Members, update the [[Committees|Committee's Page]] | |
- | + | * Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. '''(done for changes to 2017-11-07)''' | |
- | + | * File changes of Board Members with the Provincial Registrar as part of our [[Society status/Changes of Directors|society status]]. Save copy of letter on same page. | |
- | + | * File changes of [[Board Members]] with [[Insurance|Insurer]]. '''(done for changes to 2017-11-07)''' | |
- | + | * File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the {{contact|AGLC}}. Upload correspondence to wiki so can verify continuing [[Members:Contact/AGLC#ID|our practice]] of using only our permanent address. | |
- | + | * File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. | |
- | + | * For the Administrator, President, Training or Equipment Chair, update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people '''(done for changes to 2017-11-07)''' | |
- | + | * Let the membership know. | |
- | + | * For changes of Administrator or some Board Members, change signing authorities at the [[ATB|bank]]. | |
- | + | * For changes in the [[Administrator]], change the name on the credit card. | |
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