Change of Position Holders
From PCSAR
(Difference between revisions)
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* 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]]. '''(done for changes to 2017-11-07)''' | * 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]]. Save copy of letter on same page. |
| - | * File changes of [[Board Members]] with [[Insurance|Insurer]]. | + | * File changes of [[Board Members]] with [[Insurance|Insurer]]. '''(done for changes to 2017-11-07)''' |
* 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 of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. | + | * File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. |
* Update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people | * Update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people | ||
* Let the membership know. | * Let the membership know. | ||
* Change signing authorities at the [[ATB|bank]]. | * Change signing authorities at the [[ATB|bank]]. | ||
* For changes in the [[Administrator]], change the name on the credit card. | * For changes in the [[Administrator]], change the name on the credit card. | ||
Revision as of 17:41, 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. Save copy of letter on same page.
- File changes of Board Members with Insurer. (done for changes to 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 address.
- File changes of Board Members or the Administrator with the Canada Revenue Agency. Save copy of letter on same page.
- 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.
