User:Brett Wuth/Group Tasks

From PCSAR

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Revision as of 05:57, 3 February 2016

• reserve seats at April 29 - May 1 provincial training / AGM
• switch phone.com administrator extension to president
• get POC tracking numbers
• send 2016-02 training announcements
• prepare for 2016-02-02 training
• send board meeting reminder; phone to Frank
• investigate how to change end of year date with CRA
• prepare CRA filing
• call CRA to let know filing is coming
• prepare materials for 2016-02 board meeting; see "Board Meeting Package" folder
• restore wiki page for 2015 calendar
• check whether we are paying insurance on SAR vehicles
• send Suzanna the Admin job description
• send Pat board joining links
• deliver 2014-2015 audit to membership
• 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
• move phone.com from Brett's credit card to PCSAR's
• send thank you, receipt? to Livingstone Ladies Social Club
• deposit and process payments received; see "Payments Recieved- To Process" folder in "Financial Documents - Active" portfolio
• Repair Books since 2016-09-01
• Update Quick Books to current; see "Post to Quick Books" folder in "Financial Documents - Active" portfolio
• Reorganize chart of accounts to match budget; see Brett's 2016-01-27 notes
• file financial documents; see "Current" folder in "Financial Documents - Active" portfolio
• create storage location of financial records
• refile contents of 2014-2015 Audit Binder, dispose of rest
• 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
• 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)
• 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
• have general mtg minutes for 2015-11, 2015-12 ready for adoptions at next general mtg
• Telus bill should be set up to be automatically paid from the ATB chequing account or credit card
• Create form for administrator to handle billing for incident. Has admin time been invoiced? MCP daily rate? MCP mileage? Truck mileage?