Fwd: Tariff for Foundation services

[Jamie Clark <jamie.clark@oasis-open.org>]

Appended here FYI is the original thread in which Scott offered a cleaned-up list of the core services provided by OODF (the "Host LLC") to each FaaS foundation. This was the source for and is background to the OASIS-OODF Master Services Agreement.  (See separate email on that.)

Regards Jamie

James Bryce Clark, General Counsel, OASIS Open, setting the standard for open collaborationÂ

Excellent! Many thanks.

Have a great weekend.

Geoff

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---------- Forwarded message ---------
From: Scott McGrath <scott.mcgrath@oasis-open.org>
Date: Fri, Mar 22, 2019 at 12:00 PM
Subject: Re: Tariff for Foundation services
To: Geoff Arnold <geoff.arnold@lacuna.ai>
Cc: Chet Ensign <chet.ensign@oasis-open.org>, Todd Petersen <todd@ellis-and-associates.com>, Jamie Clark <jamie.clark@oasis-open.org>, Juanita Pinno <juanita.pinno@lacuna.ai>

Hi Geoff.

In summary, the "core services" fee covers:

Launching a new Foundation

As a subseries LLC under OASIS Open Development Foundation,Â

Corporate Governance:

> Strategic Counsel on setting up your new FoundationÂ

> Assistance with the creation of bylaws, membership agreements, charters, etc

> Implementation of IPR Policy

> Corporate Filings for Subseries LLC

Accounting & Finance Support:Â

BankingÂ

> Establish Checking and/or Savings Accounts

> Establish Merchant AccountsÂ

> Reconciliation of Bank Accounts

Billing ServicesÂ

> Invoicing Members

> Collection and deposit of dues payments

Payment Services

> Process Vendor Invoices, Expense Reports and other Accounts Payable as necessaryÂ

> Process All Payments

Financial Reporting and Management

> Develop Annual Budget

> Financial Reporting Monthly, Quarterly and AnnualÂ

> ForecastingÂ

> Cash Flow Analysis

> Expense Monitoring

> Compliance Filing & Reporting

> Corporate Annual Filing Fees (as required)

> Federal and State Filings (as required)

> Preparation for AuditÂ

> Audited Financial Statements

> Tax Reporting, IRS Form 990

> Financial document maintenance

> Misc 1099 reporting for consultants

Member Services Support:Â

> Process membership applications

> Provide outreach support to new members

> Maintain Member Database

> Provide monthly membership status and activity reports

IT Service SupportÂ

>Typical Website Hosting

> Domain Registrations

Fees:Â Min $50,000 up to $625,000 in revenues

Plus 8% over $625,000 in revenues

Most of the other/optional services can be estimated once we get a better sense of what is needed. As you note they conceivably range dramatically in the absence of a detailed understanding of the expectation.

Does that help?

Scott...

On Thu, Mar 21, 2019 at 12:39 PM Geoff Arnold <geoff.arnold@lacuna.ai> wrote:

Chet/Scott: Can we clarify this area? Iâm writing up a document on âhow the Foundation will workâ, and I need to fill in two sections:

• What is the list of services that OASIS will be providing as part of the basic âOASIS Open Development Foundation Projectâ?
• What additional services are available, and (where it makes sense) what is the rough cost?

Â

Obviously some services, such as support for conferences or other events, canât be easily priced â there are too many options. But for others, we need to understand the default model. For example, providing a Foundation website involves hosting and content development. Is website hosting provided, or an extra cost option? Are content development services available, or should we make separate arrangements? Similar questions arise about software development and project management tools and communications.

Â

Thanks,

Â

Geoff

Â

From: Chet Ensign <chet.ensign@oasis-open.org>
Sent: Tuesday, March 19, 2019 9:44 AM
To: Geoff Arnold <geoff.arnold@lacuna.ai>; Scott McGrath <scott.mcgrath@oasis-open.org>
Subject: Re: Tariff for Foundation services

Â

Hi Geoff - I have copied Scott. He's much better for rough costs than I am.Â

Â

Scott, please see Geoff's question below.

Â

/chet

Â

On Tue, Mar 19, 2019 at 12:23 PM Geoff Arnold <geoff.arnold@lacuna.ai> wrote:

Can you identify the optional service items and the rough cost associated with each. (Budgetary only, not firm quote.) In particular Iâm concerned about the Foundation website: hosting and content development.

Â

Need this to plug into the financials discussion with Scott at 11:30am PT.

Â

Thanks,

Â

Geoff

Â

--

/chetÂ
----------------

Chet Ensign

Chief Technical Community Steward
OASIS: Advancing open standards for the information society
http://www.oasis-open.org

Primary: +1 973-996-2298
Mobile: +1 201-341-1393Â

--

Scott McGrath
COO
scott.mcgrath@oasis-open.org

Tel +1 781-425-5073 x202


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