Salaried Retirees Club

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Special Reports

Timeline for reports Report Name / Description

  Quarterly - Wednesday night before BOD Meeting

Summary Statistics & Dues Payments

Quarterly  - After Treasurer's Receipt of AAA Acct. Report

Income Statement

" "

Summary Income/Expenses for Year
   

Quarterly - Officers & BoD members update their attendance status by Tuesday evening - prior to next meeting. 
 (Sheila will call in Wednesday AM)

BoD Meeting Reservations

Instructions

BoD - Reservations-Instructions
Quarterly - Wednesday night before
                   BoD Meeting
BoD Mtg Reservation List

Before BoD Meeting -                   
Manual Report Prep

To Print - "BoD Mtg Reservation List"
   
Quarterly - after BoD Meeting Living (Active & Inactive) Members
  (reports updated for new members
                        and/or
Living (Active & Inactive) Members & Spouses
    deceased members/spouse records) Membership List by Name

" "

Membership List by Badge Number

" "

Deceased Members List

" "

Deceased Members and Spouses

" "

Members - By Age

Quarterly - after BoD Meeting

Minutes  of  BOD  Meetings
   
Quarterly - during reservations recording
                   period.  (Google Docs Spreadsheet)
Current Luncheon Reservations Status
Quarterly - Wednesday night before
                   Luncheon
Luncheon Reservation List

" "

Luncheon Attendees Recognition List

Quarterly - Wednesday night before
                   Luncheon

Luncheon Reservations History

Quarterly - Wednesday night before
                   Luncheon

Luncheon Reservations History - Long
   
Annual - July - Club Officers Current Officers & Board of Directors

Local BoD Members Geography

Club History - Past Officers

   
Annual Dues Collections Campaign Campaign 2017

"Daily per dues receipts"

Members Owing Dues

Reference:

Campaign 2016
Campaign 2015
Campaign 2014
Campaign 2013
Campaign 2012
Campaign 2011
Campaign 2010
   
Standing Procedures Meeting Cancellation Notification Procedure
Organization Report(s)
Constitution and By-Laws

 

Quarterly Luncheon Reservations and Recognitions 
Manual Backup Procedures
(Revised  Feb 2012)

Luncheon Reservations Summary - Manual Backup Procedure

Luncheon Recognitions - Manual Backup Procedure

Luncheon Recognition Candidates Report
Quarterly Newsletter Preparation thru
         Publishing-Mailing Procedure

None currently planned
 
Special Report(s) Luncheon Attendance - 9+ Year History by
 Member Names

Luncheon Entrees for 2013

Luncheon Entrees for 2012

Update History:
            Jun 15, 2017 - Quarterly (before Luncheon Meeting)  Update Luncheon Reservations Report.

            Jun 15, 2017
- Quarterly (after BoD Meeting)  Update all Membership Report.

            Mar 15, 2017
- Quarterly (before Luncheon Meeting)  Update Luncheon Reservations Report.

            Mar 06, 2017
- Quarterly (after BoD Meeting)  Update all Membership Report.

            Dec 14, 2016
- Quarterly (before Luncheon Meeting)  Update Luncheon Reservations Report.

            Dec 01, 2016
- Quarterly (after BoD Meeting)  Update all Membership Report.

               Oct 06, 2016 
- Quarterly (after Luncheon Meeting to Report Date)  Updated all Quarterly Reports.

            Jan 01, 2016
- Club Reorganization - Meetings will be held quarterly instead of monthly for both BoD
                                  Meeting (1st Thursday of Month) and Membership Luncheon (3rd Thursday of Month).

            Dec 21, 2015
- Updated Membership Application for 2016 with John Leonard's mailing address and Stephen's
                                  email ID for information since John does not have Email.  

            Dec 16, 2015
- Monthly (before Luncheon Meeting)   Update All Luncheon Attendance / Reservations Reports.

 
           Dec 15, 2015 -
Monthly Sum by Year - Treasurer Report updated.

            May   4, 2015
 - Dues Campaign 2015 Final Report uploaded.

            Apr 03, 2015
 - Revised "BoD Mtg Reservations" grid to "hide" the "Prev Luncheon Votes" columns as Board voted
                                  on 4/2/15 to no longer report same.  If there is issue - use [Comments] or bring up at Mtg.
            Apr 01, 2015
 - Revised "Members Owing Dues" to link to updated 2015 GoogleSheet spreadsheet.

            Feb 19, 2015
- Canceled Luncheon Due to Weather.  NO - Monthly (before Luncheon Meeting) NO Update All
                                   Luncheon Attendance / Reservations Reports.

            Jan  27, 2015 - Monthly (No Jan BoD Meeting)   Update All (Monthly After Luncheon /BoD) Reports.
            Dec  05, 2014
 - Uploaded the Approved May 1, 2014 Amended "Constitution and By-Laws".
            Dec  03, 2014
- Monthly (before BoD Meeting)   Update Before Board Meeting Reports.

            Nov 13, 2014
- 2014 Board of Directors Meetings Minutes Updated thru Approved October Minutes.

            Nov   5, 2014
- Revised the BoD Meeting Reservations section to incorporate Instructions for print paper report.

            Oct    1, 2014
- BoD Mtg Reservations - print directly from GoogleSheet.  No longer summarized from Sheet into
                                  Excel and Report page printed to upload in PDF format to website.

            Sep 10, 2014
- Added Special Event(s) Category w/Nov 2014 Round Barn Trips.
 
           Sep   4, 2014
 - BoD Mtg Reservation List from Online Grid.  
 
            Aug 16, 2014
 - Dues Campaign 2015 Process Report uploaded.

            Aug 11, 2014
- Updated Luncheon Attendance - 8+ Year History by Member Names.

            Jul  26, 2014
- Corrected hyperlink for BoD Reservations - shared update.

            Jul    3, 2014 - New Year - Officers & Past Officers Reports Update.

            May  1, 2014
- Editgrid.com was taken down from Internet.  All our files were deleted by me on that day
                                  prior to take down.  The URL was removed at 0:00 May 2, 2014.

            Apr 30, 2014 - Dues Campaign 2014 Final Report uploaded.
            Apr 30, 2014
- Updated Web Reports after Dues Campaign Closure.

            Feb 18, 2014
 - Revised "Members Owing Dues" to link to GoogleSheet spreadsheet.

            Feb 14, 2014
- Luncheon Reservations - change from use of EditGrid.com to
                                  GoogleSheet Spreadsheet.
 

            Feb 08, 2014 - Summary Income/Expenses for Year - converted from Editgrid to Google Docs.

            Jan 10, 2014 - Board of Director's Meeting Reservations - change from use of EditGrid.com to
                                  GoogleDocs Spreadsheet.
 

------------------------------------------------------------------------------------------------
            Feb 04, 2012
 - Added BoD Mtg Reservations Manual Print Instructions.
            Jan 31, 2012
 - Added Local BoD Demographics Map.
            Jan 22, 2012
 - Expanded Members by Age Report beyond >90.

            Jun  26, 2011
 - Annual - Current Officers & Board of Directors & 
                                   Club History - Past Officers Reports Update.
            Jun    1, 2011
 - Final Dues Campaign 2011 Report updated.
            Jun    1, 2011
 - Added Luncheon Reservations and Recognitions Backup Procedures
            Apr    5, 2011
 - Uploaded the March 3, 2011 Amended "Constitution and By-Laws".
            Mar    5,  2011
 - Revised "Members Owing Dues" to link to Editgrid spreadsheet.

            Oct 17, 2010
 - Added "Luncheon Reservations History - Long" Chart.
            Jul   11, 2010
 - Uploaded the revised Constitution & By-Laws as amended 6/3/2010.
            May 20, 2010
 - Enhanced "Luncheon Attendees Recognition List" to include any 
                                   Wedding Anniversary current month as opposed to Newsletter
                                   Wedding Anniversary Criteria.
            Apr 18, 2010
 -  Campaign 2010 updated w/Interim Inactivation Status.
            Mar 30, 2010 -  Campaign 2010 - uploaded "rptMembers Owing Dues".
            Dec 30, 2010 -  Revised text associated with revised BoD Mtg (1st Thur) schedule.


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