Scheduled obligations
From PCSAR
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This page lists activities that PCSAR has agreed to complete by a specific date. | This page lists activities that PCSAR has agreed to complete by a specific date. | ||
| - | + | __TOC__ | |
| - | == | + | == Every year == |
'''January''' | '''January''' | ||
| - | * [[Society status/Annual returns|file Society annual return]] | + | * ''(Administrator for Secretary)'' [[Society status/Annual returns|file Society annual return]] |
| + | * ''(Training Committee)'' apply for Raven Rescue Swiftwater Rescue training {{link|Members:Contact/Raven Rescue/Swift Water Rescue course/Bursary}} | ||
| + | * ''(President, Secretary or Administrator)'' sign a new version of [[PCSAR Doc-123 Criminal Record Check Request]] for this year | ||
'''February''' | '''February''' | ||
: | : | ||
'''March''' | '''March''' | ||
| - | + | * ''(President)'' Meet with CNP Fire/SAR, CNP RCMP review relationship | |
| + | * ''(Administrator for Treasurer)'' Call goes to committees, officers, etc. to submit budget requests | ||
| + | * ''(Administrator for Equipment Committee)'' Get new vehicle insurance cards | ||
'''April''' | '''April''' | ||
| - | * SAR Alberta Annual General Meeting | + | * ''(President, Administrator)'' Annual review of [[Administrator]]'s contract |
| + | * ''(President)'' SAR Alberta Annual General Meeting | ||
'''May''' | '''May''' | ||
| - | * | + | * ''(all committees, officers as Budget Planners)'' budget requests received |
| + | * ''(Treasurer with Administrator support, Board)'' board takes initial look at budget for next year | ||
| + | * ''(Preplan Committee)'' review order of names on [[First Call List]] | ||
'''June''' | '''June''' | ||
| - | * budget | + | * ''(Treasurer with Administrator support, Board)'' finalize budget for next financial year |
| + | * ''(Administrator, Training Committee)'' file provincial grant report | ||
| + | * ''(Administrator for Fundraising)'' File [[Members:Contact/AGLC/Reports|AGLC annual report]] | ||
'''July''' | '''July''' | ||
| - | * | + | * ''(Treasurer)'' Recruit [[audit]]ors |
'''August''' | '''August''' | ||
| - | * renew [[insurance]] | + | * ''(Administrator for Secretary)'' renew SAR group's [[insurance]] |
| - | * | + | * ''(Board)'' Appoints [[audit]]ors |
* Aug 31: End of financial year | * Aug 31: End of financial year | ||
'''September''' | '''September''' | ||
| - | * 1st week: submit budget to Town and MD | + | * ''(Fundraising)'' 1st week: submit budget to Town and MD |
| - | * Present budget to Town and MD | + | * ''(Fundraising with President)'' Present budget to Town and MD |
| - | * Complete books for the previous financial year | + | * ''(Administrator for Treasurer)'' Complete books for the previous financial year |
| + | * ''(Administrator for Treasurer, possible Technology Committee support)'' [[Members:Book Keeping Task/QuickBooks/Online|QuickBooks Online 1-year discount]] will be ending. Determine whether best to renew at full price or use new account to get new discount account by closing books and starting new, or exporting and importing. Do before entering transactions for new fiscal year | ||
'''October''' | '''October''' | ||
| - | * Complete audit of previous financial year | + | * ''(Audit Committee, with Administrator, Treasurer support)'' Complete [[audit]] of previous financial year |
| - | * SAR Basics course | + | * ''(Training, with Administrator support)'' SAR Basics course |
| + | * ''(President; Administrator for Secretary, Treasurer, Audit Committee)'' [[General_Meetings/Organizing_AGM#To_do|Prepare for AGM]] | ||
'''November''' | '''November''' | ||
| - | * 1st Tuesday: Annual General Meeting | + | * ''(Administrator for Secretary)'' 1st Tuesday: [[General_Meetings/Organizing_AGM#To_do|Annual General Meeting]] |
| - | * 2nd week: update [[Change of Position Holders|list of Board Members]] | + | * ''(Administrator for Secretary)'' 2nd week: update [[Change of Position Holders|list of Board Members]] |
| - | * Complete [[Members:Contact/Canada Revenue Agency/Charitable Status/Filings|Charitable Filing]] | + | * ''(Administrator for Treasurer)'' Complete [[Members:Contact/Canada Revenue Agency/Charitable Status/Filings|Charitable Filing]] |
| - | * Meet with [[CMR]] | + | * ''(Preplan with President) Meet with [[CMR]] |
| - | * | + | * Nov 30 : ''(Administrator for Equipment)'' Deadline for vehicle registration for Command Post and Truck |
| + | * ''(Vice President)'' [[Committee Oversight|Review and renew]] [[committee]] memberships | ||
'''December''' | '''December''' | ||
| - | * | + | * ''(President)'' Meet with CRG, Pincher RCMP review relationship |
| + | |||
| + | == 2018 == | ||
| + | '''January | ||
| + | |||
| + | '''February | ||
| + | |||
| + | '''March | ||
| + | |||
| + | '''April | ||
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| + | '''May | ||
| + | |||
| + | '''June | ||
| + | |||
| + | '''July | ||
| + | |||
| + | '''August | ||
| + | |||
| + | '''September | ||
| + | |||
| + | '''October | ||
| + | |||
| + | '''November | ||
| - | + | '''December | |
| - | * | + | * Dec 31 : ''(Administrator for Fundraising)'' submit report on [[Members:Contact/Shell Canada/Social Investment Fund/2017|2017 Shell SIF grant]] |
| - | + | ||
Current revision
This page lists activities that PCSAR has agreed to complete by a specific date.
Contents |
[edit] Every year
January
- (Administrator for Secretary) file Society annual return
- (Training Committee) apply for Raven Rescue Swiftwater Rescue training Bursary
- (President, Secretary or Administrator) sign a new version of PCSAR Doc-123 Criminal Record Check Request for this year
February
March
- (President) Meet with CNP Fire/SAR, CNP RCMP review relationship
- (Administrator for Treasurer) Call goes to committees, officers, etc. to submit budget requests
- (Administrator for Equipment Committee) Get new vehicle insurance cards
April
- (President, Administrator) Annual review of Administrator's contract
- (President) SAR Alberta Annual General Meeting
May
- (all committees, officers as Budget Planners) budget requests received
- (Treasurer with Administrator support, Board) board takes initial look at budget for next year
- (Preplan Committee) review order of names on First Call List
June
- (Treasurer with Administrator support, Board) finalize budget for next financial year
- (Administrator, Training Committee) file provincial grant report
- (Administrator for Fundraising) File AGLC annual report
July
- (Treasurer) Recruit auditors
August
- (Administrator for Secretary) renew SAR group's insurance
- (Board) Appoints auditors
- Aug 31: End of financial year
September
- (Fundraising) 1st week: submit budget to Town and MD
- (Fundraising with President) Present budget to Town and MD
- (Administrator for Treasurer) Complete books for the previous financial year
- (Administrator for Treasurer, possible Technology Committee support) QuickBooks Online 1-year discount will be ending. Determine whether best to renew at full price or use new account to get new discount account by closing books and starting new, or exporting and importing. Do before entering transactions for new fiscal year
October
- (Audit Committee, with Administrator, Treasurer support) Complete audit of previous financial year
- (Training, with Administrator support) SAR Basics course
- (President; Administrator for Secretary, Treasurer, Audit Committee) Prepare for AGM
November
- (Administrator for Secretary) 1st Tuesday: Annual General Meeting
- (Administrator for Secretary) 2nd week: update list of Board Members
- (Administrator for Treasurer) Complete Charitable Filing
- (Preplan with President) Meet with CMR
- Nov 30 : (Administrator for Equipment) Deadline for vehicle registration for Command Post and Truck
- (Vice President) Review and renew committee memberships
December
- (President) Meet with CRG, Pincher RCMP review relationship
[edit] 2018
January
February
March
April
May
June
July
August
September
October
November
December
- Dec 31 : (Administrator for Fundraising) submit report on 2017 Shell SIF grant
