commit: 3167093b4580d58c57bff74d0c384b191438cb9c
Author: Alec Warner <antarus <AT> gentoo <DOT> org>
AuthorDate: Thu Nov 1 22:25:32 2018 +0000
Commit: Alec Warner <antarus <AT> gentoo <DOT> org>
CommitDate: Thu Nov 1 22:25:32 2018 +0000
URL:
https://gitweb.gentoo.org/foundation/financials-rfp.git/commit/?id=3167093b
Amend RFP with feedback from Robin.
Clarify / Itemize requested services.
Move tooling into its own section.
main.tex | 16 +++++++++-------
1 file changed, 9 insertions(+), 7 deletions(-)
diff --git a/main.tex b/main.tex
index 1b7ba7b..55868e0 100644
--- a/main.tex
+++ b/main.tex
@@ -105,25 +105,27 @@ The CPA also assisted in partially completing IRS Form
990 for FY2005, based on
Best-effort Financial Reports have been reconstructed until FY2018 available
at \cite{gentoo:finances}. Depreciation expenses have been captured, but
in-kind donations are still in progress.
-\subsection{Operations}
+\subsection{Operations for Fiscal 2018}
The main income source is donations (23.162,01\$), followed by our
participantion in the Google Summer of Code program (4,700\$), interest of
current accounts (483.64\$) and sale (including royalties for) of Gentoo
merchandise (254.50\$).
This income is used to fund the Gentoo Project activities, including purchases
of infrastructure and marketing material; sponsoring projects related to
Gentoo's activities; and sustaining the foundation's own operational expenses.
\section{Services to be performed.}
\label{sec:seek}
-First and foremost the Foundation wants to get in good standing with the IRS
including paying any back--taxes and penalties necessary.
-In order to ensure that accounting is properly handled going forwards it is
also expected that accounting and bookkeeping services will be outsourced along
with advisory services on proper filings of necessary paperwork including
tax-related matters.
+\begin{itemize}
+ \item First and foremost the Foundation wants to get in good standing
with the IRS including paying any back--taxes and penalties necessary. This
will include assistance filing form 990 (or related forms.)
+ \item In order to ensure that accounting is properly handled going
forwards it is also expected that accounting and bookkeeping services will be
outsourced along with advisory services on proper filings of necessary
paperwork including tax-related matters.
+ \item The Foundation would also like to pursue tax-exempt status and
would need advice and assistance in obtaining this status with the IRS.
+\end{itemize}
\subsection{Annual Audit and Tax Filing}
-While we consider it beneficial to have a verified accounting of the
Foundations finances up to 2018; We also require ongoing annual accounting
services to assist in filing taxes, not just for the past years, but on an
ongoing basis.
+While we consider it beneficial to have a verified accounting of the
Foundations finances up to 2018; We also require annual accounting services to
assist in filing taxes, not just for the past years, but on an ongoing basis.
\subsection{Historial Financial Reporting}
Due to the reconstruction of historical data, a verification of the presented
Financial Reports in final form is needed in order to have a confirmed view of
the Foundation's finances.
-\subsection{Tooling}
-As the Foundation supports an open source distribution, no proprietary tools
should be required of the Trustees or officers to fulfill necessary operations.
-If the accountant is using such proprietary systems internally, it must be
possible to use a web interface or similar to perform these duties, and it must
be possible to export the data in a format that is readable outside such tools.
+\section{Tooling}
+As the Foundation supports an open source distribution, no proprietary tools
should be required of the Trustees or officers to fulfill necessary operations.
If the accountant is using such proprietary systems internally, it must be
possible to use a web interface or similar to perform these duties, and it must
be possible to export the data in a format that is readable outside such tools.
\section{Proposal}
Your proposal should include a fee structure and a timeline estimate of the
proposed work.
