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

[Alec Warner]

commit:     febd40e8aae431232f86f693aecd997b10ba77d3
Author:     Alec Warner <antarus <AT> gentoo <DOT> org>
AuthorDate: Thu Nov  1 20:24:05 2018 +0000
Commit:     Alec Warner <antarus <AT> gentoo <DOT> org>
CommitDate: Thu Nov  1 20:24:05 2018 +0000
URL:        https://gitweb.gentoo.org/foundation/financials-rfp.git/commit/?id=febd40e8

RFP Updates.

Formatting closer to a sample RFP I've seen.

 main.tex | 32 ++++++++++++++++----------------
 1 file changed, 16 insertions(+), 16 deletions(-)

diff --git a/main.tex b/main.tex
index 5b9b299..f9c6c11 100644
--- a/main.tex
+++ b/main.tex
@@ -54,14 +54,18 @@
 
 \tableofcontents
 
+\section{Main}
+\label{opening}
+The Gentoo Foundation is requesting proposals from CPA firms to provide audit, tax, and bookkeeping services for our foundation.
+We invite your firm to send us a propsal by <DATE>. A description of the foundation and its mission follows.
+
 \section{Definitions}
 \label{sec:definitions}
 \begin{description}
 	\item[Gentoo Linux] is a Linux distribution as further described in \sref{gentoolinux}
-	\item[Gentoo Foundation] registered Domestic Nonprofit Corporation in New Mexico. More information in \sref{gentoo:foundation}
+	\item[Gentoo Foundation] is a registered Domestic Nonprofit Corporation in New Mexico. More information in \sref{gentoo:foundation}
 \end{description}
 
-\section{Gentoo Linux}
 \label{gentoolinux}
 Gentoo Linux\cite{gentoo} is a free, source-based meta distribution that enables a high degree of flexibility and high performance. Gentoo is a rolling release distribution, making upgrading an iterative process rather than jumping large gaps; if something breaks a user can easily roll back just the recent upgrade to get back to a working system. The Gentoo community consists of around 200 developers and a great number of users throughout the globe.
 
@@ -82,16 +86,15 @@ The executive of the Foundation is comprised entirely of unpaid volunteers, brok
 	\item no employees
 \end{itemize}
 
-\subsection{Current financial status}
+\subsection{Current financial status of the Gentoo Foundation}
 \label{sec:background}
-The financial state of the Gentoo Foundation is itself in a decent state with no outstanding invoices and a cash on balance at the end of FY2018 of approximately \$151K USD.
+The financial state of the Gentoo Foundation is a Foundation with no outstanding invoices and a cash on balance at the end of FY2018 of approximately \$151K USD.
 
 No financial reports have been published by earlier Boards of Trustees since 2012\cite{finrep}, and there are well-founded concerns that the none of the original reports are entirely accurate.
 
 As a result of negligence of previous treasurers and trustees necessary paperwork has not been filed with federal tax authorities (henceforth \textbf{IRS}).
 
-A recent treasurer has taken responsibility for cleaning up the historical baggage and performed a massive job of going through historical transactions and recreated a full ledger of transactions.
-The recent treasurer is not a trained accountant or book-keeper, and the work has been taken on a best-effort basis.
+A recent treasurer has taken responsibility for cleaning up the historical baggage and performed a massive job of going through historical transactions and recreated a full ledger of transactions. The recent treasurer is not a trained accountant or book-keeper, and the work has been taken on a best-effort basis.
 The data of the reconstructed ledger is kept in a format for the open source tool book-keeping tool Ledger\cite{ledger01}.
 Data can easily be exported from this tool and direct knowledge from accountants are not necessary in order to access the books as the current treasurer is available to support the efforts and data can be exported based on the needs of the accountant.
 
@@ -107,11 +110,14 @@ The main income source is donations (23.162,01\$), followed by our participantio
 
 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{Scope of service}
+\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.
 
+\subsection{Annual Audit}
+While we consider it beneficial to have a verified accounting of the Foundations finances up to 2018; We also require ongoing annual accounting services.
+
 \subsection{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.
 
@@ -119,17 +125,11 @@ Due to the reconstruction of historical data, a verification of the presented Fi
 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.
 
-\subsection{Requirements}
-The accounting firm should have a working knowledge of the following:
-\begin{enumerate}
-\item US GAAP
-\item US IRS non-profit tax law
-\item Laws required for a New Mexico non-profit corporation
-\end{enumerate}
+\section{Proposal}
+Your proposal should include a fee structure and a timeline estimate of the proposed work.
 
 \section{Contacting Gentoo Foundation}
-Questions related to creating a proposal can be submitted by email to trustees@g.o. This email address is also the contact point for any submission
-of a proposal.
+Questions related to creating a proposal can be submitted by email to trustees@g.o. This email address is also the contact point for any submission of a proposal.
 
 \begin{thebibliography}{9}
 	\bibitem{gentoo} \url{https://www.gentoo.org}