[gentoo-commits] foundation/financials-rfp:master commit in: /

["Alec Warner" <antarus@gentoo.org>]

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.