[IAEP] [SLOBS] Motion 2017-08-10: Sugar Labs Financial Manager to have a monthly compensation

[Samson Goddy]

I totally agree with walter with the point of simplicity. It is almost
impossible to get money from SFC and i believe if we want to agree on this
motion. It should be included as responsibility.

Ignacio had same experience, i am having the same issue now.

On Aug 10, 2017 1:53 PM, "Walter Bender" <walter.bender at gmail.com> wrote:

> I disagree. While the quality of the reporting left much to be desired,
> the relative importance of this issue to our organization seems to be
> pretty minor. That said, if there was some assurance that a FM could
> somehow light a fire under the SFC regarding responsiveness to financial
> inquiries, e.g., Samson's request for a travel advance to procure his visa,
> then I would be all for it. But that seems to be a structural issue within
> the SFC, not within Sugar Labs.
>
> -walter
>
> On Thu, Aug 10, 2017 at 8:36 AM, Samson Goddy <samsongoddy at sugarlabs.org>
> wrote:
>
>> Yeah i totally agree...
>>
>> +1 Laura
>>
>>
>> regards
>>
>> On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas <laura at somosazucar.org>
>> wrote:
>>
>>>
>>> Hi SLOB's and members all,
>>>
>>> I think we should learn from experience and start compensating doing all
>>> this work for Sugar Lab's Organization [keeping track of communications and
>>> transactions with the Software Freedom Conservancy].
>>>
>>>
>>> Motion: *Sugar Labs Financial Manager will have a monthly compensation
>>> of US$ TBD* in exchange for:
>>> 1 complete financial report per quarter and it's publication on the
>>> Sugar Labs Finance Wiki page maximum 30 calendar days after the end of the
>>> period. The format to be used should be compatible with the
>>> International Financial Reporting Standards* or it's equivalent in the
>>> U.S..
>>>
>>> *see https://en.wikipedia.org/wiki/International_Financial_Report
>>> ing_Standards
>>>
>>>
>>> To approve the proposed motion simplifies the July, 2016 SLOB's
>>> motion/decision
>>> <https://wiki.sugarlabs.org/go/Oversight_Board/Decisions>,  assigns a
>>> monthly compensation for the Financial Manager and above all, *assures
>>> community has timely access to reports*.
>>>
>>>
>>> I hope another SLOB can second the motion in order to start voting.
>>> Suggestions to define the value are also welcome from all, specially from
>>> Adam :D
>>>
>>> Below I pasted some extracts from background emailing about the subject
>>> in case anyone interested in reading.
>>>
>>>
>>> Regards and blessings,
>>>
>>> Laura V
>>>
>>>
>>> 2017-08-05 19:31 GMT-05:00 Caryl Bigenho <cbigenho at hotmail.com>:
>>>
>>>> Hi All...
>>>>
>>>>
>>>> There was (and still seems to be) a lot of confusion regarding the
>>>> topic of a treasurer's report. I think the main problem is that most of you
>>>> are thinking of the SugarLabs "Books" (a big ledger will all the personal
>>>> identifying information Adam was referring to) instead of a simple
>>>> "Treasurers  Report" which just includes the pertinent information without
>>>> all the identifying details. The former, the "books," should be available
>>>> to the SLOBs on request on a view only basis as mentioned elsewhere in this
>>>> thread. The latter, the Treasurer's Report, should be available to all
>>>> Sugar Labs members and other interested parties as appropriate.
>>>>
>>>>
>>>> Maybe it is all the years I have spent in many types of organizations
>>>> (4H, Girl Scouts, homeowner's organizations, teacher's orgs, Sierra Club
>>>> groups, etc.) that make this seem very familiar, simple, and
>>>> straightforward. Hopefully the information below can help make it work well
>>>> for Sugar Labs as well.
>>>>
>>>>
>>>> A quick Google search turns up this list of criteria for a simple
>>>> monthly treasurer's report. It says it should include:
>>>>
>>>>    1. the name of the organization.
>>>>    2. the period which the report covers.
>>>>    3. the cash balance at the beginning of the period.
>>>>    4. the income received during the period (with sources)
>>>>    5. the expenses paid during the period (with what it was for and
>>>>    who was paid ... name only, no PII).
>>>>    6. the cash balance at the end of the period.
>>>>    7. the signature of the treasurer.
>>>>
>>>> Another easy to follow resource is this description of how to put such
>>>> a report together: https://www.energizeinc.com/art/treasurers-report
>>>>
>>>> (Note: the sample they refer to in this is missing... you have to buy
>>>> the book to see it!).
>>>>
>>>>
>>>> Yesterday's financial report was very confusing and seeing Adam's email
>>>> just seemed to make it worse. Maybe going forward we can simplify and we
>>>> all will know what is happening. Oh, and by the way, there is no need to
>>>> make the Income negative and the Expenses positive. This is for us, not the
>>>> SFC.
>>>>
>>>>
>>>> Caryl
>>>>
>>>>
>>>>
>>>>
>>>> ------------------------------
>>>> *From:* IAEP <iaep-bounces at lists.sugarlabs.org> on behalf of Tony
>>>> Anderson <tony_anderson at usa.net>
>>>> *Sent:* Saturday, August 5, 2017 1:07:55 AM
>>>> *To:* SLOBs; IAEP SugarLabs
>>>> *Subject:* [IAEP] Meeting August 4, 2017
>>>>
>>>>
>>>> I am amazed at the discussion on finance.
>>>>
>>>> The governing bylaw is at https://wiki.sugarlabs.org/go/
>>>> Oversight_Board/Decisions July 1, 2016.
>>>> Oversight Board/Decisions - Sugar Labs
>>>> <https://wiki.sugarlabs.org/go/Oversight_Board/Decisions>
>>>> wiki.sugarlabs.org
>>>> This page (largely complete) is intended to be a one-stop place for
>>>> reviewing all of the Sugar Labs oversight board (SLOB) actions and
>>>> decisions.
>>>>
>>>> Our Finance Manager is Adam Holt. He must authorize every petty cash
>>>> transaction (<$200) and the board must approve all other transactions.
>>>>
>>>> I am sure that in a given quarter, the number of approved transactions
>>>> is less than a dozen.
>>>>
>>>> The quarterly report is the starting balance, transactions reporting
>>>> receipts, transactions reporting expenses, and an ending balance.
>>>>
>>>> I suspect all of this could be could be recorded on fewer than a dozen
>>>> 80 column punched cards. (About 10-6 GB).
>>>>
>>>> Tony
>>>>
>>>
>>> #WeCanDoBetter
>>>
>>> _______________________________________________
>>> IAEP -- It's An Education Project (not a laptop project!)
>>> IAEP at lists.sugarlabs.org
>>> http://lists.sugarlabs.org/listinfo/iaep
>>>
>>
>>
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>>
>
>
> --
> Walter Bender
> Sugar Labs
> http://www.sugarlabs.org
> <http://www.sugarlabs.org>
>
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