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Mission:
The role of the administration is to provide BOMA-SV leaders, committee chairs and the general membership with a well run and coordinated office to serve the needs of all those affiliated with the organization and the general public.
I Goal: Create a greater income stream for the agency by creating greater visibility, innovative sponsorship opportunities, and by reaching out to the more senior principal members. (Ongoing from 2004 through 2006)
Objective: Create with Board of Director approval a Development Committee, Newsletter Committee and Past Presidents Council and Technology Committee.
(See Goal XVII below)
II Goal: Develop a personnel policy handbook for BOMA-SV.
Complete by the December of 2004. (Continuing)
Objective: Assemble personnel policies from other like organizations and develop a personnel policy handbook tailored specifically for BOMA-SV needs.
III Goal: Create a board and committee chairs orientation process and reference handbook. Complete by end January of 2005 (Completed)
Objective: Assemble documents from other organizations and develop orientation process and handbook for use throughout the year.
IV Goal: Establish a working filing system for the office. Refine system by the end of October 2004 (Completed)
Objective: Review existing files, discard unneeded files and develop a coherent filing system.
V Goal: Create a financial controls system. (Completed, August 2004)
Objective: Review the current financial management process and put in place a testable check and balances system.
VI Goal: Be an effective resource to the executive committee and the board of directors. (Ongoing from 2004 through 2006)
Objective: Meet with all Executive Committee and Board Members and be the lead staff in coordinating program and administrative needs.
VII Goal: Identify and affiliate with appropriate organizations and service providers. Develop a coalition or network of like minded organizations in support of the commercial building industry and allied professions. (From 2004 through 2006)
Objectives: Meet with executives and leaders of organization and become a part of a network working toward the benefit of commercial building managers and owners of Silicon Valley.
VIII Goal: Review and engage for needed insurance coverage. (Completed, September 2004)
Objective: Locate needed insurance agent familiar with non profit organization needs and engage them to secure needed insurance coverage.
XIX Goal: Coordinate appropriate filings on behalf of BOMA-SV with State and Federal officers and government agencies. (Completed, August 2004)
Objective: Review needed filings with accountant, treasurer and president and file with appropriate agencies.
X Goal: Evolve BOMA-SV newsletter into an effective communication and advertising tool for members. Work on from 2004 through 2006. (Completed)
Objective: Create with the endorsement of the Board of Directors a Newsletter Committee, develop more substantive articles, and include photographs. Expand advertising base.
XI Goal: Reach out to members and the general public. (Ongoing from 2004 through 2006)
Objective: Meet members at their workplace and at committee meetings. Attend public, business and other general public events in Silicon Valley.
XII Goal: Assist each and every committee to accomplish their stated goals. (Ongoing from 2004 through 2006)
Objective: Create a working relationship with committee chairs and vice chairs and provide need resources.
XIII Goal: Provide professional development and training opportunities for office staff. (Ongoing 2004 through 2006)
Objective: Seek out resources to assist staff in the fulfillment of their defined job responsibilities.
XIV Goal: Evolve the BOMA-SV web site into a more effective tool to serve the members, their companies and the inquiring public. (Ongoing 2004 through 2006)
Objective: With the consent of the board of Directors organize a Technology Committee that will amongst other activities design a more effective and user friendly website.
XV Goal: Develop a system to monitor and engage members to successfully respond to legislative, regulatory and other issues affecting the economic success of the membership, their companies and others in the commercial real state business.
(Completed, December 2004)
Objective: Coordinate with the chair and members of the Government Affairs Committee an effective communication process to inform members of time sensitive legislative and or regulatory issues affecting their business on the local, county and state basis.
XVI Goal: Create and print needed material on behalf of the committees in their efforts to serve the membership, outreach to the public and recruit members to BOMA-SV. (Completed, November 2004)
Objective: Motivate and assist members and committees in developing new and innovative membership, and informational materials to accomplish their goals.
XVII Goal: Organization being in compliance in posting mandated State and Federal Labor Employment Law Notices. (Completed, July 2004)
Objective: Purchase and post Regulations.
XVIII Goal: Ensure all confidential files are filed in securely locked cabinets. (Completed, July 2004)
Objective: Have keys made and files in place.
XIX Goal: Maintain State Compensation Disability Fund compliance regulations. (Completed, September 2004)
Objective: Fill out forms and file needed documents.
XX Goal: Submit rent and credit card payments within the needed payment schedules. (Completed, July 2004)
Objective: Pay bills on timely schedule.
XXI Goal: Institute policy whereby all bills and reimbursable have proper documentation. (Completed, July 2004)
Objective: Have receipts and or bills attached to payment requisition.
XXII Goal: Maintain the organization’s policy of having two signatures on all checks.
(Completed, July 2004)
Objective: All payments on behalf of the organization are paid with leadership’s full knowledge and authorization.
XXIII Goal: Develop a process whereby the president and executive committee are involved in the contract signing process with outside vendors.
(Completed, August 2004)
Objective: No contracts having a major financial commitment for BOMA Silicon Valley are signed by staff without the full knowledge and involvement of the president and executive committee and then only when permission is given staff to sign as an agent of the organization by the executive committee.
XXIV Goal: To better implement the above enumerated goals I recommend the creation of the following committees: (Completed, December 2004)
1. Objective: Create a Development Committee. A committee populated by members to explore untapped or unrealized opportunities to enhance BOMA-SV’s finances through fundraising activities, programs, grants, and or solicitations.
2. Objective: Create a Newsletter Committee. This committee would have as members those who have both professional as well as personal interest in expanding content and advertising revenue. (Completed)
3. Objective: Create a Technology Committee. The function of this committee would be to evaluate the needs of the office to better and more efficiently serve the membership through the acquisition of both hardware and software and to design a more effective website to better serve members and the inquiring public.
(Completed)
4. Objective: Create a Past Presidents Council: This would be an effort to reengage past presidents with the organization and to subsequently be of service to the organization, its members and the industry. (Completed)
Bob Jacobvitz
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