Re: Records Retention Policy--Disaster Plan Update

[Robert Pries <robertpries@embarqmail.com>]

It sounds like what you are looking for is a detailed job discription. Although we spent lots of time talkng about these and supposedly Roy had a notebook with job descriptions for each job, to my knowledge it was never distributed. Each of us were supposed to submit updated versions which I did as PR chair but I never recieved a acknowledgement of its adequacy and have not seen any others.

----- Original Message -----
From: "Debra Strauss" <dkstraus@swbell.net>
To: aisdiscuss@aisboard.org
Sent: Tuesday, September 20, 2011 4:13:59 PM
Subject: RE: [AISdiscuss] Records Retention Policy--Disaster Plan Update

I would love to know if there are any records or papers, or how-tobs that go
with the silent auction job!!!  I hope they are retained somewhere.  So far,
all I did was a report for the spring meeting, that was handed out, but did
not make it into the minutesb&in them it said I did not have a report,
sob&?



Debbie Strauss, Silent Auction



From: owner-aisdiscuss@aisboard.org [mailto:owner-aisdiscuss@aisboard.org] On
Behalf Of Jill Bonino
Sent: Tuesday, September 20, 2011 2:27 PM
To: AISDiscuss
Subject: [AISdiscuss] Records Retention Policy--Disaster Plan Update



I have received several questions recently from Officers and Committee Chairs
about what AIS paperwork they need to keep and for how long...Personally, I
have 10 boxes of Treasurer records in our garage that I would like to offload,
scan or destroy so I can have the space!

I am working on a Records Retention Policy to go along with the Disaster Plan.
On Nov 3 I will attend a class on non-profit accounting and hope to get the
legal minimum requirements at that time...which I will bring to the Atlanta
mtg.

In the meantime, please let me know for your area, what kind of AIS records
you have. Please designate what documents you think should be permanently
archived for your area and what day to day documents you work with.

ALSO, please email me with your backup procedures for your AIS paperwork...

***Each area needs a person designated as a backup who knows where everything
is (including current passwords) in case something happens to you.

***I need to update the Disaster Plan files for each area as to what kind of
back up you have...computer (if so, what kind--backup disk, offsite storage??)
or paper...

This update will be presented at the Atlanta Fall Board Mtg so please get it
to me no later than October 25.



Thanks,



Jill Bonino

1st VP




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