Change of Position Holders
From PCSAR
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* [[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 '''(done for changes to 2017-11-07)''' | * [[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 '''(done for changes to 2017-11-07)''' | ||
* Update our [[Board of Directors|list of board members]] on the wiki. '''(done for changes to 2017-11-07)''' | * Update our [[Board of Directors|list of board members]] on the wiki. '''(done for changes to 2017-11-07)''' | ||
| - | * Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. | + | * 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]]. | * File changes of Board Members with the Provincial Registrar as part of our [[Society status/Changes of Directors|society status]]. | ||
* File changes of [[Board Members]] with [[Insurance|Insurer]]. | * File changes of [[Board Members]] with [[Insurance|Insurer]]. | ||
Revision as of 17:39, 27 November 2017
Whenever there's a change in who's in key positions in the organization, there's several places this information needs to be recorded or reported.
- For any board member, record the date they assumed or left office here. You'll need that for the Charitable Status filing. (done for changes to 2017-11-07)
- Update the membership records of the people that have stepped down from positions and the people that have taken up positions (done for changes to 2017-11-07)
- Update our list of board members on the wiki. (done for changes to 2017-11-07)
- Update the 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.
- File changes of Board Members with Insurer.
- File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the AGLC. Upload correspondence to wiki so can verify continuing our practice of using only our permanent address.
- File changes of Board Members or the Administrator with the Canada Revenue Agency.
- Update phone.com to forward calls to the new people
- Let the membership know.
- Change signing authorities at the bank.
- For changes in the Administrator, change the name on the credit card.
