Change of Position Holders
From PCSAR
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there's several places this information needs to be recorded or reported. | there's several places this information needs to be recorded or reported. | ||
- | {{tasks iteration date| | + | {{tasks iteration date|2019-03-22}} |
- | # For any board member, committee members or chairs, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord| | + | # For any board member, committee members or chairs, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status|done|2020-04-26}} |
- | # 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| | + | # 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|2020-03-29}} |
- | # 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| | + | # 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|2020-04-26}} |
- | # For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. {{status| | + | # For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. {{status|done|2020-04-26}} |
- | # For any change of Committee Members, update the [[Committees|Committee's Page]] {{status| | + | # For any change of Committee Members, update the [[Committees|Committee's Page]] {{status|done|2020-04-26}} |
- | # Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. {{status| | + | # Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. {{status|not yet|2019-03-29}} |
- | # 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| | + | # 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|not yet|2019-03-29}} |
- | # File changes of [[Board Members]] with [[ | + | # File changes of [[Board Members]] with [[Members:Contact/Del Fisher|Insurer]]; upload copy of letter {{status|not yet|2019-03-29}} |
- | + | # [[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. {{status|done|2020-04-27}} | |
- | # [[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. | + | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status|not yet|2019-04-10}} |
- | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status| | + | # 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|2019-03-29}} |
- | # 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| | + | # Let the membership know. {{status|not yet|2018-11-19}} |
- | # Let the membership know. {{status| | + | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status|not yet|2019-04-10}} |
- | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status| | + | # For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status|done|2019-04-10}} |
- | # For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status| | + | # For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} {{status|done|2020-04-27}} |
- | # For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} {{status|done| | + | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status|not yet|2019-03-29}} |
- | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status| | + |
Current revision
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 personnel records of the people that have stepped down from positions and the people that have taken up positions
- For changes of Administrator, Update the membership records by removing/adding them to as "Staff" on key the board committee
- For any board member, record the date they assumed or left office here. You'll need that for the Charitable Status filing.
- For any board member, or the Administrator, update our list of board members on the wiki.
- For any change of Committee Members, update the Committee's Page
- Update the SAR Alberta website listing.
- 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; upload copy of letter
- 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.
- 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
- Let the membership know.
(not yet for 2018-11-19)
- 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; receive the new card
- For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on QuickBooks Online
- Provide new Board Members with an orientation package.