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

[Laura Vargas]

2017-08-10 14:13 GMT-05:00 Walter Bender <walter.bender at gmail.com>:

>
>
> 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,

More professional reporting on our part impacts the internal workings of
our community, and it is them #our members# who we work for.

My proposal's objective is to* assure an updated wiki page with the
financial reports of the latest quarter* so our members can help us
oversight.


According to Adam's report, we can afford to have someone watching
carefully communications and correspondent transactions with SFC. *This
takes time and it is a responsibility therefore should be compensated
fairly.*


Until Ignacio and/or mentors and learners come with an equivalent
"automatic" implementation for publishing the reports in the SL wiki page,
I ask you to reconsider your vote.


Regards and blessings for all,


Laura V





>
> -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/ar
>>>>>> t/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
>>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> SLOBs mailing list
>>>> SLOBs at lists.sugarlabs.org
>>>> http://lists.sugarlabs.org/listinfo/slobs
>>>>
>>>>
>>>
>>>
>>> --
>>> Walter Bender
>>> Sugar Labs
>>> http://www.sugarlabs.org
>>> <http://www.sugarlabs.org>
>>>
>>
>
>
> --
> Walter Bender
> Sugar Labs
> http://www.sugarlabs.org
> <http://www.sugarlabs.org>
>



-- 
Laura V.
* I&D SomosAZUCAR.Org*

“Solo la tecnología libre nos hará libres.”
~ Laura Victoria

Happy Learning!
#LearningByDoing
#Projects4good
#IDesignATSugarLabs
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