User:Brett Wuth/Group Tasks
From PCSAR
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(New page: * 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 * pre...) |
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* reserve seats at April 29 - May 1 provincial training / AGM | * reserve seats at April 29 - May 1 provincial training / AGM | ||
* 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 | * call CRA to let know filing is coming | ||
* prepare materials for 2016-02 board meeting; see "Board Meeting Package" folder | * prepare materials for 2016-02 board meeting; see "Board Meeting Package" folder | ||
Revision as of 15:44, 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
- 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?
