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

Laura Vargas laura at somosazucar.org
Sun Aug 13 08:49:58 EDT 2017

Hi Sammer,

I'm sorry I don't understand the reason why you have lost interest on
keeping finances published up to date?

>From the minutes of the original motion (proposed by Walter during the
meeting and the texts were prepared by Adam, Tony and Caryl),* it was you
who seconded the original Financial Manager Motion. Please re-read the
meeting log.

During the meeting Adam expresses:

"In the short term, I am willing to do the job for free if appointed.
Longer-term I believe we need a paid professional."


Laura V

2017-08-12 8:51 GMT-05:00 Sameer Verma <sverma at sfsu.edu>:

> -1.
> This is a knee jerk reaction to a symptom. I'm not sure how it will solve
> any ongoing issues effectively.
> Sameer
> On Aug 10, 2017 8:35 AM, "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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Laura V.
* I&D SomosAZUCAR.Org*

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

Happy Learning!
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