2-4-2 Handbook Review and Update Assignments

1 Introductory Material

Section Description	Individual Responsible for Updates
1-1 Handbook Introduction	Secretary
1-2 Bylaws	Secretary
1-3 Articles of Incorporation	Secretary
1-4 Mission Statement	Secretary
1-5 Core Values	Secretary
1-6 Code of Conduct	Secretary
1-7 SCA Privacy Policy	Secretary
1-8 SCA Photography Policy	Secretary
1-9 Administrative Information	Secretary
1-9-1 Calendar: SCA	President
1-9-2 Mailing Information	Secretary
1-9-3 SCA Identity Guidelines	Secretary
1-9-4 Records Retention Schedule	Archives
1-9-5 Records Destruction Calendar	Archives
1-9-6 SCA Archives: Finding Aid	Secretary
1-9-7 Regular Assessment of Member Services	President

2 Governing Body

Section Description	Individual Responsible for Updates
2-1 Board of Directors	President
2-2 President	President
2-2-1 Leadership Seminar	President
2-2-1-1 Leadership Seminar Agenda (sample)	President
2-3 Vice-President	Vice-President
2-4 Secretary	Secretary
2-4-1 Handbook Maintenance	Secretary
2-4-2 Handbook Review and Update Assignments	Secretary
2-5 Treasurer	Treasurer
2-5-1 Audit Procedure	Treasurer
2-5-2 Budget Categories	Treasurer
2-5-3 Calendar: Treasurer	Treasurer
2-5-4 Cost of Membership	Treasurer
2-5-5 Education Fund Guidelines	Treasurer
2-5-6 Expenditures from the General Fund	Treasurer
2-5-7 Reimbursement Form (sample)	Treasurer
2-5-8 Reimbursement Policy	Treasurer
2-5-9 Honoraria Policy	Treasurer
2-5-10 Cancellation and Refund Policy	Treasurer
2-5-11 Statement of Financial Condition	Treasurer
2-5-12 Year End Adjustments to Restricted Accounts	Treasurer
2-6 Past President	Past President
2-7 Membership Director	Membership Director
2-7-1 Calendar: Membership	Membership Director
2-7-2 Membership Information	Membership Director
2-7-3 Membership Pins	Membership Director
2-7-4 Welcome Letter (sample)	Membership Director
2-7-5 Membership List	Membership Director
2-7-6 Membership Form	Membership Director
2-8 Directors at Large	Directors at Large

3 Committees

Section Description	Individual Responsible for Updates
3-1 Committees	President
3-1-1 Quarterly Report Format	Secretary
3-2 Labor, Advocacy, and Public Policy Committee	LAPP Ctte.
3-3 Awards Committee	Awards Ctte.
3-3-1 Archives Appreciation Award	Awards Ctte.
3-3-2 Career Achievement Award	Awards Ctte.
3-3-3 Sustained Service Award	Awards Ctte.
3-3-4 Co-sponsored Award: Archival Award of Excellence	Awards Ctte.
3-3-5 James V. Mink Scholarship	Awards Ctte.
3-3-5-1 Mink Scholarship Application Form (sample)	Awards Ctte.
3-3-6 Gray Scholarship and Guidelines	Awards Ctte.
3-3-7 Lynn A. Bonfield Professional Development Award	Awards Ctte.
3-3-8 Advancing Equity: Graduate Education Scholarship	Awards Ctte.
3-3-9 Advancing Equity: Continuing Education Funding	Awards Ctte.
3-4 Communications and Outreach Committee	Com & Outreach Ctte.
3-5 Development Committee	Development Ctte.
3-5-1 Contribution Form (sample)	Development Ctte.
3-5-2 Vendor Registration Form (sample)	Development Ctte.
3-6 Education Committee	Education Ctte.
3-6-1 Education Committee Workshops	Education Ctte.
3-6-2 Workshop Checklist	Education Ctte.
3-6-3 Workshop Evaluation Form (sample )	Education Ctte.
3-6-4 Vice-Chair for Online Education	Education Ctte.
3-7 Election Committee	Election Ctte.
3-7-1 Calendar: Election and Nomination Committees	Past President
3-7-2 SCA Ballot (sample)	Election Ctte.
3-7-2-1 Official Ballot Instructions (sample)	Election Ctte.
3-8 Ethics and Inclusion Committee	E & I Ctte.
3-9 Finance and Investment Committee	Treasurer
3-9-1 SCA Investment Policy Statement	Treasurer
3-10 Local Arrangements Committee: Annual General Meeting (AGM)	Local Arrangements Ctte.
3-10-1 AGM Budget/Financial Report Format	Vice President
3-10-2 AGM Local Arrangements Checklist	Local Arrangements Ctte.
3-10-3 Local Arrangements Calendar	Local Arrangements Ctte.
3-10-4 Site Selection Checklist	Local Arrangements Ctte.
3-10-5 Local Arrangements Compensation Guidelines	Local Arrangements Ctte.
3-11 Membership Committee	Membership Director
3-11-1 Vice Chair for Member Activities	Membership Director
3-12 Nominating Committee	Past President
3-12-1 Calendar: Election and Nomination Comittees	Past President
3-12-2 Candidate Statement	Past President
3-12-3 Candidate Suggestion Form	Past President
3-12-4 Responsibilities of SCA Officers and Board of Directors: Summary for Distribution to Nominees	Past President
3-13 Program Committee (AGM)	Vice President
3-13-1 Calendar: AGM Program Planning	Vice President
3-13-2 AGM Program Committee Guidelines	Vice President
3-13-3 AGM Session Proposal Form (sample)	Vice President
3-13-4 AGM Facilitator Checklist	Vice President
3-14 Publications Committee	Publications Ctte.
3-14-1 Newsletter	Publications Ctte.
3-14-1-1 Advertising Rates for Newsletter	Publications Ctte.
3-14-1-2 Advertisement Sizes	Publications Ctte.
3-15 Western Archives Institute (WAI)	WAI
3-15-1 Western Archives Institute Management Committee	WAI
3-15-2 WAI: Management Committee Chair & Executive Secretary	WAI
3-15-3 WAI: Administrator & Vice Chair	WAI
3-15-4 WAI: Associate Administrator	WAI
3-15-5 WAI: Program Coordinator	WAI
3-15-6 WAI: Program Subcommittee	WAI
3-15-7 WAI: SCA Treasurer’s WAI Role	WAI
3-16 Special Committees and Task Forces	President

4 External Relations and Affinity Groups

Section Description	Individual Responsible for Updates
4-1 External Relations and Affinity Groups	President
4-1-1 Affinity Groups	President
4-1-2 Archives Month	Com & Outreach Ctte.
4-1-3 CHRAB	President
4-1-3-1 Archival Award of Excellence	Awards Ctte.
4-1-4 Journal of Western Archives	President

5 History

Section Description	Individual Responsible for Updates
5-1 The Foundation of SCA	Past President
5-2 Chronology	Past President
5-3 Annual General Meeting (AGM) History	Past President
5-4 Awards History	Past President
5-5 Board of Directors History	Past President
5-6 Board of Directors: Alphabetical List	Past President
5-7 Committee History	Past President
5-8 Special Committees and Task Forces History	Past President

Revision history: 5/93 jab, 6/93 bh, 5/11 jmw, 06/2017 llc, 10/2017 llc, 01/2018 llc, 02/2018 llc, 06/2018 llc, 04/2019 llc, 02/2020 mh, 04/2023 ck

Section 2-4-2 Handbook Review and Update Assignments
Part 2 Governing Body
Handbook of the Society of California Archivists