 |
CHECKLIST OF DUTIES: LIRT VICE-TREASURER
[Additional information about LIRT’s budgeting process is available in About the LIRT budget]
ONGOING DUTIES AND RESPONSIBILITIES FOR LIRT OFFICERS
_____ Attend ALA Midwinter and Annual conferences.
_____ Serve on the Executive Board and Steering Committee.
_____ Monitor LIRT-S and LIRT-E and respond to any issues or requests that come up on the list.
_____ Ensure that your contact information is listed correctly on the online LIRT Directory of Officers and Chairpersons; inform the Vice-President and Electronic Resources Manager of any changes. (Note: this contact information will be listed in the ALA Handbook of Organization).
ONGOING DUTIES AND RESPONSIBILITIES FOR LIRT VICE-TREASURER
_____ Review monthly financial reports from ALA. Contact the LIRT ALA Liaison with any questions.
_____ Communicate regularly with Treasurer to learn about LIRT and ALA budgeting processes to prepare to assume this role next year.
_____ Serve as a LIRT representative to the Budget Analysis and Review Committee (BARC) .
_____ Serve as a member of the Organization and Planning committee.
TIMELINE OF DUTIES
ANNUAL CONFERENCE (before your term begins)
_____ Attend New Chairs and Officers Orientation (usually held during the Steering I meeting) (see: Conference Meeting Schedule for times).
POST ANNUAL CONFERENCE
_____ Establish contact with Treasurer.
_____ Obtain from outgoing Treasurer an electronic copy of the internal spreadsheet that tracks LIRT funds budgeted and carried over for awards and retreat.
BEFORE MIDWINTER
_____ Set up time to meet with Treasurer at Midwinter.
_____ Recommend Midwinter Steering Committee and Executive Board agenda items.
_____ Complete Housing Information Form as requested by President.
_____ Sign up for BITES with LIRT at Midwinter Conference.
MIDWINTER MEETING
Non-LIRT Meetings to attend:
_____ BARC’s Financial Planning Seminar (typically on Friday).
_____ (Optional, depending on topic) Round Table Coordinating Assembly (RTCA) meeting (usually Friday afternoon).
_____ (Optional, depending on topic) ALA Planning and Budget Assembly meeting (usually Saturday afternoon).
_____ ALA Treasurer’s Forum (usually held in ALA Treasurer’s Suite on Saturday. Location will be announced at the Planning & Budget Assembly meeting).
LIRT responsibilities:
_____ Attend Executive Board and Steering Committee meetings (see: Conference Meeting Schedule for times).
_____ Meet with Treasurer to train for Treasurer position.
_____ Attend Organization and Planning committee meetings at All Committees I and II (see: Conference Meeting Schedule for times).
_____ Attend the LIRT Discussion Forum (typically on Sunday) if possible.
_____ Attend meeting with LIRT ALA Liaison (typically, Monday afternoon).
POST MIDWINTER MEETING_____ Contact members of the Steering Committee and Executive Board requesting proposed budget revisions for the current or the next fiscal year for discussion at the Annual Conference.
BEFORE ANNUAL_____ Communicate with President, Vice-President and Treasurer about suggested revisions to current budget and budget for next fiscal year.
_____ Prepare year-to-date financial report (current fiscal year) and proposed budget (next fiscal year) for presentation at Annual Conference. Email to LIRT-S listserv, and bring copies to distribute at Annual Conference.
_____ Recommend Annual Steering Committee and Executive Board agenda items.
_____ Complete Housing Information Form as requested by President.
_____ Sign up for BITES with LIRT at Annual Conference.
ANNUAL CONFERENCENon-LIRT Meetings to attend:
_____ (Optional, depending on topic) ALA Planning and Budget Assembly meeting (usually Saturday afternoon).
_____ (Optional, depending on topic) Round Table Coordinating Assembly (RTCA) meeting (usually Friday afternoon).
LIRT responsibilities:
_____ Attend Executive Board and Steering Committee meetings (see: Conference Meeting Schedule for times).
_____ Discuss year-to-date financial report and proposed budget at ALA Midwinter Steering Committee and Executive Board meetings.
_____ Make notes about revisions to proposed and current budgets
_____ Attend Organization and Planning committee meetings at All Committees I and II (see: Conference Meeting Schedule for times).
_____ Attend the LIRT conference program (typically on Sunday) if possible.
_____ Attend meeting with LIRT ALA Liaison (typically, Monday afternoon).
POST ANNUAL CONFERENCE_____ Revise budgets for current year and next fiscal year to reflect decisions made at Annual Conference.
_____ Email copies of revised budgets for current year and/or next fiscal year to LIRT-S listserv.
_____ Review this checklist and suggest any changes or additions to the LIRT Manual (send to Past President).
_____ Obtain from outgoing Treasurer an electronic copy of the internal spreadsheet that tracks LIRT funds budgeted and carried over for awards and retreat.
Contact Billie Peterson-Lugo (Billie_Peterson@baylor.edu) about these pages.
Last Updated: Content: 5 June 2006 -- Billie Peterson-Lugo; Graphics: 15 April 2001-- Jana Ronan