User:Brett Wuth/Group Tasks

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< User:Brett Wuth
Revision as of 15:44, 4 February 2016 by Brett Wuth (Talk | contribs)
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  • Financial
  • reserve seats at April 29 - May 1 provincial training / AGM
  • switch phone.com administrator extension to president
  • get POC tracking numbers
  • call CRA to let know filing is coming
  • prepare materials for 2016-02 board meeting; see "Board Meeting Package" folder
  • restore wiki page for 2015 calendar
  • check whether we are paying insurance on SAR vehicles
  • send Suzanna the Admin job description
  • send Pat board joining links
  • deliver 2014-2015 audit to membership
  • pay current bills; see "Current Expenses" folder in "Financial Documents - Active"
  • request PCES clean up of PCSAR shed; Brett's cell photo 2016-01-30
  • move phone.com from Brett's credit card to PCSAR's
  • send thank you, receipt? to Livingstone Ladies Social Club
  • deposit and process payments received; see "Payments Recieved- To Process" folder in "Financial Documents - Active" portfolio
  • Repair Books since 2016-09-01
  • Update Quick Books to current; see "Post to Quick Books" folder in "Financial Documents - Active" portfolio
  • Reorganize chart of accounts to match budget; see Brett's 2016-01-27 notes
  • file financial documents; see "Current" folder in "Financial Documents - Active" portfolio
  • create storage location of financial records
  • refile contents of 2014-2015 Audit Binder, dispose of rest
  • devise method so that Administrator, Treasurer, Auditor and President have easy access to Books; consider online service
  • Nichole's criminal record check presented to previous president, not recorded
  • prepare purchases against 2013 casino funds
  • verify change of signing authorities
  • bring casino account cheque to casino; make sure have $1800 in account
  • bring license to casino
  • 2016-04-16 AGLC report due on 2016 casino
  • process sign-in sheets and updates to membership records; see paper file
  • review 2015-10 canvas of members (see Brett's 2016-01-30 notes) for members that are expired because too long since last participation, corrections to contact info for other members
  • identify person to take lead on SAR ID cards (becomes part of membership committee)
  • dispose of bad SAR ID cards (currently in Brett's Board binder OFC tab)
  • verify board minutes 2014-08 to 2015-01 are posted to wiki
  • have general mtg minutes for 2015-11, 2015-12 ready for adoptions at next general mtg
  • Telus bill should be set up to be automatically paid from the ATB chequing account or credit card
  • Create form for administrator to handle billing for incident. Has admin time been invoiced? MCP daily rate? MCP mileage? Truck mileage?
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