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NYSATRC
Scholarship Committee
Project
Overview
Robert
C. Peters - May 6, 2002
PROJECT
ABSTRACT
On April 25, 2002 the Executive Board
of the NYS Association of Tax Receivers & Collectors (www.nysatrc.org)
voted on and approved the creation of a Scholarship Committee.
The committee is now headed by Judy Crawford, Mary Lou Clendening
and Robert C. Peters.
Initially, the focus of the team will be to research the legal
and administrative issues involved with setting up a scholarship
program on behalf of the association and eventually submitting
an official plan for review by the Executive Board.
INITIAL
MILESTONES
A
number of key milestones need to be attained in the initial stages
of this project. At the onset, the most critical are:
STATUS
- The committee has chosen to use e-mail as the primary method
of communication. All e-mail addresses have been collected
and tested. Alternative information (phone, fax) have also
been collected. Standard word processing and spreadsheet
titles (MS-Word,
MS-Excel, WordPerfect, Lotus 1-2-3) will be utilized for electronic
documentation. Imaged documentation will be converted to
standard ".tiff" file extensions. All of this will make
the management of information efficient via electronic means.
STATUS
- An initial meeting and discussion with David Terracciano,
CPA (Rockville Center,
NY) has revealed that it only will be necessary to have an accountant
manage the fund if it is in excess of $5,000 on a consistent basis.
Until that time, he suggests that the association's designated
treasurer handle the fund's financial management. Of course,
this is all predicated by the fact that no current state or municipal
laws already define the process.
A
substantial next step will be to meet with the NYS Town Clerks
Association President. This association already has established
a scholarship fund and some kind of selection process that NYSATRC
may clone verbatim. We should get assistance from Judy Crawford
with this task as she has established a relationship with the
Town Clerks Association.
STATUS
- Not yet started. Have put in a request to get a quick
meeting in with Murray Jaros from AOT, but this probably won't
happen until the June conference due to a heavy schedule.
It will be a much more productive chat once we have met with the
Town Clerks Association anyway.
STATUS
- Not yet started. Diligence is now being conducted.
Outline will be distributed immediately upon completion.
FUTURE TASKS TO THINK ABOUT
-
Segregated
bank account
-
State &
municipal law conformity
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Attorney retention
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Short-term
fiscal management
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Accountant
retention (when needed)
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Short-term
fund raising (contributions to get fund started)
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Long-term fund
raising (methods, requirements)
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Selection process
(including recipient income issues)
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Timing &
communications (recipients, financials, etc.)
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Promotion
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