Change of Position Holders
From PCSAR
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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. '''(done for changes to 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. '''(done for changes to 2017-11-07)''' | ||
| - | * For any board member, committee members or chairs, or the Administrator, [[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 | + | * For any board member, committee members or chairs, or the Administrator, [[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 |
* For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. '''(done for changes to 2017-11-07)''' | * For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. '''(done for changes to 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]] | ||
Revision as of 20:04, 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)
- For any board member, committee members or chairs, or the Administrator, Update the membership records of the people that have stepped down from positions and the people that have taken up positions
- For any board member, or the Administrator, update our list of board members on the wiki. (done for changes to 2017-11-07)
- For any change of Committee Members, update the Committee's Page
- 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.
- For the Administrator, President, Training or Equipment Chair, update phone.com to forward calls to the new people (done for changes to 2017-11-07)
- Let the membership know.
- For changes of Administrator or some Board Members, change signing authorities at the bank.
- For changes in the Administrator, change the name on the credit card.
