2020 EQUITY INCIDENT REPORT
Incident reports are necessary for any situation:
A. That requires follow-up with a member of the Ombuds Team
B. That was resolved but:
- Required Ombuds Follow-up; and/or
- Required Ombuds Mediation.
- Please follow an Up-Not-Out policy. Do not disclose information of a private equity concern to anyone
- If the people would not like to be named, please substitute their names to anonymize them: i.e. “Member X”, “Debater Y”, “Judge Z”.
Emily Xie (National)
Ellen Coady (Central)
Jim Gavin (East)
Janita Basit (West)
Date of Incident
Describe the situation to the best of your ability. You can choose to write in full sentences and/or jot notes.
Resulting Action (Planned and/or Recommended)
Describe where the situation has currently led to.
Is the situation currently resolved?
Does this incident need follow-up from the Ombudsteam?
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