Greetings, Attached are 2 important documents to aid your budget planning. I need your best estimate of a Spending Plan for 2013 by 1 December. The September Financial Report includes a list of things you've funded for 2012. This shows a planned spend in 2012 of $39,452 This might be useful to help you plan 2013. The 2013 preliminary plan allows for up to $32,098 of expenses incurred in 2013 Two important considerations when thinking about what to fund in 2013 - 1. DO NOT include in your preliminary 2013 plan anything that is a carry-over expense that is currently in your plan for 2012. Those expenses and the 2012 income will both carry over from 2012. The 2013 plan should be new expenses covered by new money. 2. I strongly urge all member sections to be very constrained in funding travel. Any travel funding must be for the benefit and promotion of the entire Member Section. Do not expect to fund travel to working meetings as part of the standard development. This is routinely an expense incurred by members directly and using member dues to fund travel for some to attend working meetings creates an imbalance. Cathie or I, will be on your call Friday and can work with you on the details. Talk to you soon, Scott... ---------- Forwarded message ---------- From: Cathie Mayo <
cathie.mayo@oasis-open.org > Date: Wed, Oct 24, 2012 at 4:49 PM Subject: EI Sept12 FS & 2013 Spending Plan To: Scott McGrath <
scott.mcgrath@oasis-open.org > -- Catherine Mayo Controller OASIS Open 781-425-5073 x21 2 -- Scott McGrath COO
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http://facebook.com/oasis.open Attachment: Sept12 MS EI Financial Report 2012.10.16.pdf Description: Adobe PDF document Attachment: 2013 MS EI Preliminary Spending Plan 201210.22.pdf Description: Adobe PDF document