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

[James Cameron]

Use the word "stipend" instead of "compensation", as the word
"stipend" is part of the 2016-07 motion.

Which reminds me, the 2016-07 motion began;

"The Sugar Labs Oversight Board shall appoint a Finance Manager by
majority vote from among the members of Sugar Labs Oversight Board."

There's a bit of ambiguity here, because of missing comma.  Google
Oakhurst Dairy for cost of missing commas.  The phrase "from among the
members of the Sugar Labs Oversight Board" could mean either;

a.  a board member is appointed to be the Finance Manager, or

b.  the majority vote must be by board members.

If the interpretation is "a", then you are proposing a motion to
attract a board member to be a Finance Manager.

However, you have said in this thread "with the community an open
call", so your interpretation is that any member can be appointed?
Or any non-member?

Overall, cart before horse error.  With the 2016-07 motion ineffective
to date, it is quite likely your new motion will be ineffective.

Perhaps better idea is to call for volunteers for the role of Finance
Manager at $USD 100 per month, and once you have a volunteer move the
motion to appoint them with the $USD 100 stipend.

As a board member you have both the responsibility and the authority
to make such a call for volunteers now, without any further motion,
but with the caveat that the board will make final decision.

On Fri, Aug 11, 2017 at 09:49:06AM -0500, Laura Vargas wrote:
> 
> Hello SLOBS and all!
> 
> Motion has already 2 in favor (Samson and Laura) and two against (Walter and
> Ignacio).
> 
> Please Lionel , Sameer, Adam help us make a decision by stating your vote or
> suggesting modifications to the motion.
> 
> I propose we start the debate of the base compensation with an amount of 
> US$100
> per month. The main task has been clearly defined as 1 complete financial
> report per quarter and it's publication on the Sugar Labs Finance Wiki page 
> maximum 30 calendar days after the end of the period.
>  
> The next step would be to share with the community an "open call for 
> candidates
> for the Sugar Labs Financial Manager role". I volunteer in advance to give a
> hand with this.
> 
> Regards and cheers,
> 
> Laura V
> 
> >
> >         Motion: Sugar Labs Financial Manager will have a monthly
> compensation
> >         of US$ 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][1]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][2]
> cbige...@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 

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

[Laura Vargas]

Hello SLOBS and all!

Motion has already 2 in favor (Samson and Laura) and two against (Walter
and Ignacio).

Please Lionel , Sameer, Adam help us make a decision by stating your vote
or suggesting modifications to the motion.

I propose we start the debate of the base compensation with an amount of
US$100 per month. The main task has been clearly defined as *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 next step would be to share with the community an *"open call for
candidates for the Sugar Labs Financial Manager role"*. I volunteer in
advance to give a hand with this.


Regards and cheers,

Laura V


>
> > 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/wi
> ki/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]
> cbige...@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-boun...@lists.sugarlabs.org> on behalf
> of Tony
> > Anderson <[8]tony_ander...@usa.net>
> > Sent: Saturday, August 5, 2017 1:07:55 

Re: [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]samsongo...@sugarlabs.org>
> wrote:
> 
> Yeah i totally agree...
> 
> +1 Laura
> 
> regards 
> 
> On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas <[2]la...@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]cbige...@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.
> 

Re: [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 :

>
>
> On Thu, Aug 10, 2017 at 2:00 PM, Samson Goddy 
> 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"  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 >> > wrote:
>>>
 Yeah i totally agree...

 +1 Laura


 regards

 On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas 
 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
> ,  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 :
>
>> 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

Re: [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 
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"  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 
>> wrote:
>>
>>> Yeah i totally agree...
>>>
>>> +1 Laura
>>>
>>>
>>> regards
>>>
>>> On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas 
>>> 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
 ,  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 :

> 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

Re: [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"  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 
> wrote:
>
>> Yeah i totally agree...
>>
>> +1 Laura
>>
>>
>> regards
>>
>> On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas 
>> 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
>>> ,  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 :
>>>
 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  on behalf of Tony
 Anderson 
 *Sent:* Saturday, August 5, 2017 1:07:55 AM

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

[Ignacio Rodríguez]

> 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..

I don't think this is that much needed.
Does Sugar Labs make a lot of transactions per month?

I don't think that paying for this task is something we need, maybe if Adam
could just provide the data we could make it look "pretty" (some charts or
images I guess)

Sorry but it's -1 from me.

On Thu, Aug 10, 2017 at 9:53 AM, 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 
> wrote:
>
>> Yeah i totally agree...
>>
>> +1 Laura
>>
>>
>> regards
>>
>> On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas 
>> 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
>>> ,  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 :
>>>
 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 

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

[Walter Bender]

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 
wrote:

> Yeah i totally agree...
>
> +1 Laura
>
>
> regards
>
> On Thu, Aug 10, 2017 at 1:34 PM, Laura Vargas 
> 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 ,
>> 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 :
>>
>>> 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  on behalf of Tony
>>> Anderson 
>>> *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
>>> 
>>> wiki.sugarlabs.org
>>> This page (largely complete) is intended to be a one-stop place for
>>> reviewing all of the