Change of Position Holders
From PCSAR
(Difference between revisions)
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* 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. | ||
* [[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 | * [[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 | ||
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* Update our [[Board of Directors|list of board members]] on the wiki. | * Update our [[Board of Directors|list of board members]] on the wiki. | ||
* Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. | * Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. | ||
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* File changes with the {{contact|AGLC}}. | * File changes with the {{contact|AGLC}}. | ||
* File changes with the {{contact|Canada Revenue Agency}}. | * File changes with the {{contact|Canada Revenue Agency}}. | ||
| + | * Update [[phone.com]] to forward calls to the new people | ||
* Let the membership know. | * Let the membership know. | ||
Revision as of 02:34, 11 March 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 with the Provincial Registrar as part of our society status.
- File changes with the AGLC.
- File changes with the Canada Revenue Agency.
- Update phone.com to forward calls to the new people
- Let the membership know.
