This year we are making several changes to the Spending Plan development and management process. Please read through this message so we can discuss at the next Steering Committee meeting. First, the high level discussion: While you will see some process and documentation changes, we expect to be able to support Member Section activities at the same level as last year. We are asking for clearer documentation of planned and executed expenses, in alignment with evolving non-profit audit and IRS requirements. We are evaluating all travel and entertainment expenses (member sections and staff) uniformly to ensure balanced use of this increasingly scarce resource. We are moving your OASIS staff support expense to the OASIS side of the budget to simplify the accounting processes. You will receive the same service, it just won't be on your Spending Plan, and it needn't be part of your allocation. Second, the process: I'll be on your next StC call to discuss, as in years past. And, staff is finalizing a reference document to capture the process of managing your expenses and recording your approval of expenses, along with a few forms to make it easier for you. you can expect to see this soon. One process change to be aware of is the expectation that only services for which there is a plan and some detail should appear in the Spending Plan. Rather than adding items to the Spending plan as "placeholders" i.e. $5k to support a TC, I ask that we leave the resource as Available Funds until plans emerge. This reduces the confusion that comes when "placeholder" funds are reallocated. Third, your Spending Plan for 2014. see attached model Spending Plan which shows your spending over the last 2 years to use as example of what you might want to do in 2014. You'll see 2 important details - - The staff expense, and allocation, are no longer on your budget. You will receive the same staff administrative help, but that expense will not be part of your budget. - there are enough 2014 resources to support the same level of work as in 2013. We'll discuss on the next StC meeting, but I hope to get the Preliminary Spending Plan developed by the end of November, so we can include it in our preliminary budget. Thanks, Scott... -- Scott McGrath COO
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http://facebook.com/oasis.open Attachment: 2014 IDtrust Spending Plan Review 2012-2014 2013.10.28.pdf Description: Adobe PDF document