User:Brett Wuth/Group Tasks

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* switch phone.com administrator extension to president
* switch phone.com administrator extension to president
* get POC tracking numbers
* get POC tracking numbers
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* call CRA to let know filing is coming
 
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* prepare materials for 2016-02 board meeting; see "Board Meeting Package" folder
 
* restore wiki page for 2015 calendar
* restore wiki page for 2015 calendar
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* check whether we are paying insurance on SAR vehicles
 
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* send Suzanna the Admin job description
 
* send Pat board joining links
* send Pat board joining links
* deliver 2014-2015 audit to membership
* deliver 2014-2015 audit to membership
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* pay current bills; see "Current Expenses" folder in "Financial Documents - Active"
 
* request PCES clean up of PCSAR shed; Brett's cell photo 2016-01-30
* request PCES clean up of PCSAR shed; Brett's cell photo 2016-01-30
* move phone.com from Brett's credit card to PCSAR's
* move phone.com from Brett's credit card to PCSAR's
* send thank you, receipt? to {{contact|Livingstone Ladies Social Club}}
* send thank you, receipt? to {{contact|Livingstone Ladies Social Club}}
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* deposit and process payments received; see "Payments Recieved- To Process" folder in "Financial Documents - Active" portfolio
 
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* Repair Books since 2016-09-01
 
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* Update Quick Books to current; see "Post to Quick Books" folder in "Financial Documents - Active" portfolio
 
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* Reorganize chart of accounts to match budget; see {{nbw|2016|01|27}}
 
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* file financial documents; see "Current" folder in "Financial Documents - Active" portfolio
 
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* create storage location of financial records
 
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* refile contents of 2014-2015 Audit Binder, dispose of rest
 
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* devise method so that Administrator, Treasurer, Auditor and President have easy access to Books; consider online service
 
* Nichole's criminal record check presented to previous president, not recorded
* Nichole's criminal record check presented to previous president, not recorded
* prepare purchases against 2013 casino funds
* prepare purchases against 2013 casino funds
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* review 2015-10 canvas of members (see {{nbw|2016|01|30}}) for members that are expired because too long since last participation, corrections to contact info for other members
* review 2015-10 canvas of members (see {{nbw|2016|01|30}}) for members that are expired because too long since last participation, corrections to contact info for other members
* identify person to take lead on SAR ID cards (becomes part of membership committee)
* identify person to take lead on SAR ID cards (becomes part of membership committee)
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* dispose of bad SAR ID cards (currently in Brett's Board binder OFC tab)
 
* verify board minutes 2014-08 to 2015-01 are posted to wiki
* verify board minutes 2014-08 to 2015-01 are posted to wiki
* have general mtg minutes for 2015-11, 2015-12 ready for adoptions at next general mtg
* have general mtg minutes for 2015-11, 2015-12 ready for adoptions at next general mtg
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* Telus bill should be set up to be automatically paid from the ATB chequing account or credit card
 
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* Create form for administrator to handle billing for incident. Has admin time been invoiced? MCP daily rate? MCP mileage? Truck mileage?
 

Revision as of 15:49, 4 February 2016

  • Financial
  • reserve seats at April 29 - May 1 provincial training / AGM
  • switch phone.com administrator extension to president
  • get POC tracking numbers
  • restore wiki page for 2015 calendar
  • send Pat board joining links
  • deliver 2014-2015 audit to membership
  • request PCES clean up of PCSAR shed; Brett's cell photo 2016-01-30
  • move phone.com from Brett's credit card to PCSAR's
  • send thank you, receipt? to Livingstone Ladies Social Club
  • Nichole's criminal record check presented to previous president, not recorded
  • prepare purchases against 2013 casino funds
  • verify change of signing authorities
  • bring casino account cheque to casino; make sure have $1800 in account
  • bring license to casino
  • 2016-04-16 AGLC report due on 2016 casino
  • process sign-in sheets and updates to membership records; see paper file
  • review 2015-10 canvas of members (see Brett's 2016-01-30 notes) for members that are expired because too long since last participation, corrections to contact info for other members
  • identify person to take lead on SAR ID cards (becomes part of membership committee)
  • verify board minutes 2014-08 to 2015-01 are posted to wiki
  • have general mtg minutes for 2015-11, 2015-12 ready for adoptions at next general mtg
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