Nichole - thank you for putting this together! I've only had a minute to do a quick click-around on the site, but I think it is a great start. We'll need to update a few things, but that should be pretty straightforward. On the contact page, all of the e-mail addresses are spelled out - was that intentional or a function of the page formatting?
On this point, we need to start getting ready for the orientation presentation on Sept. 3. Nichole & Teressa - I know you won't be there, but if you have any thoughts with regard to things that you wish you knew about DCSTFI when you started or thing that weren't clear in the beginning, please let me know so that the four of us can be sure to clarify those points. I'm leaning towards giving a quick PowerPoint presentation just so that the incoming fellows can see AND hear our points ... suggestions are more than welcome!
A couple of other quick administrative things: I checked two things with Hugh Webster, the lawyer who helped us reinstate DCSTFI's corporate status with the district. One is that the current bylaws we have are valid, even though many of the changes were made while DCSTFI was not a legal corporation. I wanted to be sure of this so that we didn't run into issues later with using the incorrect set of bylaws, as there have been some significant changes over the years.
The second issue was whether it would be feasible or cost-effective to try to collect the outstanding balance from former fellows who left the plan owing a balance. Hugh said that we really didn't have any legal recourse and that it would be difficult to find a collection company to work with us for a relatively small amount of money. We do have bylaw provisions that allow us to stop a former fellow from rejoining the plan until they are in good standing, i.e. have a zero balance with DCSTFI. I will be sure that we have documentation of what these fellows owe on the DCSTFI Board's Google Drive, so that future boards will have access to this information. The current board has made a good faith attempt (multiple attempts, actually) to contact all of these fellows using the most recent contact information we have, with success in one case, but not in the other six cases. We will consider this task completed.
I think those are all of the issues for the moment. I am still working on putting together a timeline of sorts of Board activities to make it a bit easier for the next Board to keep track of what needs to be done and when.The draft is on the Google drive - it's VERY rough and VERY incomplete, but please make the changes you see fit. We'll finalize this document as a Board before the annual meeting in October.