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

[Walter Bender]

On Thu, Aug 10, 2017 at 2:00 PM, Samson Goddy <samsongoddy at sugarlabs.org>
wrote:

> 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.
>

Please explain how this proposal addresses the issue I referred to. I don't
see how more professional reporting on our part impacts the internal
workings of the SFC.

-walter

>
> 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!)
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>>>> http://lists.sugarlabs.org/listinfo/iaep
>>>>
>>>
>>>
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>>>
>>>
>>
>>
>> --
>> Walter Bender
>> Sugar Labs
>> http://www.sugarlabs.org
>> <http://www.sugarlabs.org>
>>
>


-- 
Walter Bender
Sugar Labs
http://www.sugarlabs.org
<http://www.sugarlabs.org>
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