Change of Position Holders
From PCSAR
(Difference between revisions)
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* Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. | * Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. | ||
* 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 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 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 with the {{contact|Canada Revenue Agency}}. | * File changes with the {{contact|Canada Revenue Agency}}. |
Revision as of 03:56, 13 September 2016
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.
- Update the membership records of the people that have stepped down from positions and the people that have taken up positions
- Update our list of board members on the wiki.
- Update the SAR Alberta website listing.
- 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 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.