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Timeline for Milestones:
(grayed tasks are completed)
May
1 - Inter-committee communication requirements secured
30 - Meeting with NYSTCA Scholarship Committee Chairperson
June
1 - Initial overview of fund management issues reviewed with certified public accountant
30 - Initial discussion with appropriate counsel on initial validation of tax and administration issues 
July
30 - Submit initial overview report to President of Association
October
23 - Resolution on NFP filing passes
28 - Conference with potential counsel
 

 

Prior Tasks: 
  1. Set up project management web site.
  2. Speak with NYSTCA President and Treasurer
  3. Post gathered intelligence for  Committee member access.
  4. Prepare related documentation templates (applications, correspondence)

November 2002:

  1. Set up project management web site.
  2. Speak with NYSTCA President and Treasurer
  3. Post gathered intelligence for  Committee member access.
  4. Assign upcoming Committee member tasks.
  5. Engage formal legal counsel to prepare NFP filing.
Upcoming Tasks:
  1. Set up meeting with Murray Jaros, NYSAT.
  2. Account for available funds from Association's General Fund.
  3. Set up sub-account under Association's general account for disbursements and collections.
  4. Validate findings on award income tax issues with counsel.
  5. Select initial Fund Manager and set up recordkeeping resources.
  6. Format and review documented Project Plan
  7. Prepare initial fundraising plan and literature
  8. Present Project Plan to Executive Board 
  9. Update Association by-laws 

    ******* Items struck through are completed.