Change of Position Holders
From PCSAR
(Difference between revisions)
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# For any board member, committee members or chairs, [[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 {{status|done|2017-11-07}} | # For any board member, committee members or chairs, [[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 {{status|done|2017-11-07}} | ||
# For changes of Administrator, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] by removing/adding them to as "Staff" on key the board committee {{status|done|2017-11-07}} | # For changes of Administrator, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] by removing/adding them to as "Staff" on key the board committee {{status|done|2017-11-07}} | ||
| - | # 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. | + | # 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. {{status|done|2017-11-07}} |
| - | # For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. | + | # For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. {{status|done|2017-11-07}} |
| - | # For any change of Committee Members, update the [[Committees|Committee's Page]] | + | # For any change of Committee Members, update the [[Committees|Committee's Page]] {{status|done|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]]. {{status|done|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 the Provincial Registrar as part of our [[Society status/Changes of Directors|society status]]. Save copy of letter on same page. {{status|done|2017-11-07}} |
| - | # File changes of [[Board Members]] with [[Insurance|Insurer]]. | + | # File changes of [[Board Members]] with [[Insurance|Insurer]]. {{status|done|2017-11-07}} |
| - | # [[Members:Contact/AGLC/PCSAR contact info|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 contact info.; see email 2017-12-01 11:34 | + | # [[Members:Contact/AGLC/PCSAR contact info|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 contact info.; see email 2017-12-01 11:34 {{status|not yet}} |
| - | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. | + | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status|done|2017-11-07}} |
| - | # 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 | + | # 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 {{status|done|2017-11-07}} |
| - | # Let the membership know. | + | # Let the membership know. {{status|done|2017-11-07}} |
| - | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. | + | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status|done|2017-11-07}} |
| - | # For changes in the [[Administrator]], change the name on the credit card. | + | # For changes in the [[Administrator]], change the name on the credit card. {{status|done|2017-11-07}} |
| - | # For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} | + | # For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} {{status|done|2017-11-07}} |
| - | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. | + | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status|not yet|2017-11-07}} |
Revision as of 01:41, 23 February 2018
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, committee members or chairs, Update the membership records of the people that have stepped down from positions and the people that have taken up positions
(done for 2017-11-07)
- For changes of Administrator, Update the membership records by removing/adding them to as "Staff" on key the board committee (done for 2017-11-07)
- For any board member, record the date they assumed or left office here. You'll need that for the Charitable Status filing. (done for 2017-11-07)
- For any board member, or the Administrator, update our list of board members on the wiki. (done for 2017-11-07)
- For any change of Committee Members, update the Committee's Page (done for 2017-11-07)
- Update the SAR Alberta website listing. (done for 2017-11-07)
- File changes of Board Members with the Provincial Registrar as part of our society status. Save copy of letter on same page. (done for 2017-11-07)
- File changes of Board Members with Insurer. (done for 2017-11-07)
- 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 contact info.; see email 2017-12-01 11:34
- File changes of Board Members or the Administrator with the Canada Revenue Agency. Save copy of letter on same page. (done for 2017-11-07)
- For the Administrator, President, Training or Equipment Chair, update phone.com to forward calls to the new people (done for 2017-11-07)
- Let the membership know. (done for 2017-11-07)
- For changes of Administrator or some Board Members, change signing authorities at the bank. (done for 2017-11-07)
- For changes in the Administrator, change the name on the credit card. (done for 2017-11-07)
- For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on QuickBooks Online (done for 2017-11-07)
- Provide new Board Members with an orientation package. (not yet for 2017-11-07)
