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

[James Cameron]

What was the responsiveness of the SFC to that inquiry?

On Thu, Aug 10, 2017 at 08:53:06AM -0400, Walter Bender 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 <[1]samsongoddy at sugarlabs.org>
> wrote:
> 
>     Yeah i totally agree...
> 
>     +1 Laura
> 
>     regards 
> 
>     On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas <[2]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 [3]https://en.wikipedia.org/wiki/International_Financial_Report
>         ing_Standards
> 
>         To approve the proposed motion simplifies the [4]July, 2016 SLOB's
>         motion/decision,  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 <[5]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: [6] 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 <[7]iaep-bounces at lists.sugarlabs.org> on behalf of Tony
>             Anderson <[8]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 [9] https://wiki.sugarlabs.org/go/
>             Oversight_Board/Decisions July 1, 2016.
> 
>             [10]Oversight Board/Decisions - Sugar Labs
>             [11]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!)
>         [12]IAEP at lists.sugarlabs.org
>         [13]http://lists.sugarlabs.org/listinfo/iaep
> 
>     _______________________________________________
>     SLOBs mailing list
>     [14]SLOBs at lists.sugarlabs.org
>     [15]http://lists.sugarlabs.org/listinfo/slobs
> 
> --
> Walter Bender
> Sugar Labs
> [16]http://www.sugarlabs.org
> [17]
> 
> References:
> 
> [1] mailto:samsongoddy at sugarlabs.org
> [2] mailto:laura at somosazucar.org
> [3] https://en.wikipedia.org/wiki/International_Financial_Reporting_Standards
> [4] https://wiki.sugarlabs.org/go/Oversight_Board/Decisions
> [5] mailto:cbigenho at hotmail.com
> [6] https://www.energizeinc.com/art/treasurers-report
> [7] mailto:iaep-bounces at lists.sugarlabs.org
> [8] mailto:tony_anderson at usa.net
> [9] https://wiki.sugarlabs.org/go/Oversight_Board/Decisions
> [10] https://wiki.sugarlabs.org/go/Oversight_Board/Decisions
> [11] http://wiki.sugarlabs.org/
> [12] mailto:IAEP at lists.sugarlabs.org
> [13] http://lists.sugarlabs.org/listinfo/iaep
> [14] mailto:SLOBs at lists.sugarlabs.org
> [15] http://lists.sugarlabs.org/listinfo/slobs
> [16] http://www.sugarlabs.org/
> [17] http://www.sugarlabs.org/

> _______________________________________________
> IAEP -- It's An Education Project (not a laptop project!)
> IAEP at lists.sugarlabs.org
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-- 
James Cameron
http://quozl.netrek.org/