[US] Banking for FOSS4G-NA 2019

[Guido Stein]

Hello everyone,

I hope everyone had a great thanksgiving.

The votes are in and we are happy to be fiscal sponsors for the FOSS4G NA
2019.

I hope to have a contract for this ready by the end of the week and I will
open an account for you ASAP so that the debit cards and account go out
soon.

-Guido

On Wed, Nov 14, 2018 at 6:10 PM Guido Stein <guido at guidostein.com> wrote:

> Hey Rob,
>
> I have the lawyer working on a contract and will contact you as soon as we
> have it. I think that this will all come together next week.
>
> I will let you know as soon as I have more information,
>
> Guido
>
> On Wed, Nov 14, 2018 at 2:17 PM Rob | Labs <Rob at roblabs.com> wrote:
>
>> Hello Guido,
>>
>> If the Loomio vote goes well today, what is the next step?  Can you pass
>> along the information for the Non-profit (address, bank, routing info, etc).
>>
>> Thank you for putting this to a committee vote.
>>
>> Rob
>>
>>
>> --
>> San Diego
>> 858 779 4762
>> http://RobLabs.com/blog
>> http://LinkedIn.com/in/RobChohan
>> *Offline maps for mobile*
>>
>> On Mon, Nov 12, 2018 at 5:43 AM, Josh Rosenthal <maric423 at gmail.com>
>> wrote:
>>
>>> Hi Folks
>>> It'd be great if we can help with this.  Just to clarify, in the event
>>> of NSF fees, overdrafts, or other such issues, who would be accountable for
>>> those expenses?  In the event of NSF/overdraft and such, would money be
>>> automatically taken from other technication accounts (an issue I've
>>> encountered with another nonprofit before)?
>>>
>>> Josh
>>>
>>>
>>> On Mon, Nov 12, 2018, 8:25 AM Guido Stein <guido at guidostein.com wrote:
>>>
>>>> Hey Jeff,
>>>>
>>>> I have started a loomio decision and set the close date for Wednesday.
>>>> I am confident that this will pass.
>>>>
>>>> I have also spoken to our lawyer and will have a contract drawn making
>>>> this official. My basic understanding based on your request is as follows:
>>>>
>>>> - This is a non-profit endeavor
>>>> - You will get access to a checking account and will have a debit card
>>>> associated with it
>>>> - You and your team will keep the books, we will provide you a
>>>> quickbooks account so that we are able to report on this after the event is
>>>> over to our board.
>>>>
>>>> Once the vote is closed on Wednesday I will get you a contract as soon
>>>> as I can, once we have all signed I will get the bank account setup.
>>>>
>>>> Please let me know if we are all on the same page and if this timeline
>>>> works for you. If you need any adjustments I would be happy to discuss here.
>>>>
>>>> -Guido
>>>>
>>>> On Thu, Nov 8, 2018 at 11:50 AM Jeffrey Johnson <ortelius at gmail.com>
>>>> wrote:
>>>>
>>>>> Hi Folks,
>>>>>
>>>>> Rob and I are co-organizing FOSS4G-NA 2019 here in San Diego. We have
>>>>> most of the key items (Venue, Catering, A/V, Call for Proposals,
>>>>> Ticketing system etc) in progress, but we are a bit stuck on the
>>>>> banking aspect. We have chosen _not_ to engage with a Professional
>>>>> Conference organizer for various reasons and usually a firm like this
>>>>> handles the banking. We had originally thought we would just setup an
>>>>> LLC and run the sponsor and attendee income through that, but my CPA
>>>>> advises that this could have tax implications for me personally and so
>>>>> I'd like to avoid.
>>>>>
>>>>> With that in mind, we would like to ask that OSGeo-US (under the
>>>>> umbrella of Technocation) provide us a bank account to work with.
>>>>> Ideally this is as simple as adding an additional account to the
>>>>> existing banking relationship and sending us Debit cards to work with
>>>>> and perhaps asking for checks to be issued by the bank directly.
>>>>>
>>>>> For reference, our budget worksheet is here
>>>>>
>>>>> https://docs.google.com/spreadsheets/d/1sOVlpoZ_yrhsuki_qLTwP73em60_kZSU6sJvsmI67Bo/edit#gid=0
>>>>>
>>>>> As we have stated to receive sponsor commitments, it is somewhat
>>>>> urgent that resolve this issue and get the $ moving.
>>>>>
>>>>> Do let us know if there are any questions or issues that need to be
>>>>> addressed or if this can be setup quickly.
>>>>>
>>>>> Thanks in advance,
>>>>>
>>>>> Jeff & Rob (FOSS4G-NA 2019 Co-chairs)
>>>>> _______________________________________________
>>>>> US mailing list
>>>>> US at lists.osgeo.org
>>>>> https://lists.osgeo.org/mailman/listinfo/us
>>>>>
>>>> _______________________________________________
>>>> US mailing list
>>>> US at lists.osgeo.org
>>>> https://lists.osgeo.org/mailman/listinfo/us
>>>>
>>>
>>
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