[Eg-oversight-board] Action item: 10% conference budget changes

[Ruth Frasur]

I'm all for standards.  +1 (I'd vote more if it was allowed).  It also
makes sense that the 10% increase/decrease would be within a major category
rather than from one line item to the next.

On Mon, Feb 15, 2016 at 3:16 PM, Grace Dunbar <gdunbar at esilibrary.com>
wrote:

> Hi all,
>
> I have been remiss in following up on my action item:
>
> EOB voting on 10% changes to the conference budget
>
>
> A hasty search through email didn't turn up anything historical other than
> the wiki which states:
>
> “The hosting site should also seek approval from the EOB for any budget
> changes that increase* an expense* by at least 10% and *decrease income*
> by at least 10%”
>
> As I think Kathy said in an email on that discussion thread, “expense” has
> typically been interpreted as an major line item.  These would line up with
> what those familiar with accounting would call a GL (general ledger) code. So,
> A/V would be a GL code or major line item expense and we would be looking
> at 10% increases to those numbers - not the individual costs for the
> lavalier mics or the projectors that are minor line items under that.  And,
> of course, any 10% decreases to expected/projected overall revenue
> generation.
>
> But I do think this brings up an opportunity to present the local
> committees with a standard Account Ledger to use that will standardize
> these entries so we have some continuity.  This has been done somewhat
> informally in the past but I would like to suggest that the EOB conference
> committee (not the current local committee) begin working on some standard
> procedural documents and guidelines that each local conference committee
> *must* use.
>
> My proposal is that, if we all agree on the current intent of the 10%
> wording, then we incorporate this into a more specific and clear set of
> documents and expectations for the local conference committees to follow.
> While there is mentorship and document turnover from year to year, I think
> most groups (in hindsight) would welcome more specificity on the nuts and
> bolts.
>
> Thoughts?
> TIA,
> Grace
>
> --
> Grace Dunbar, Vice President
> Equinox Software, Inc.  -  The Open Source Experts
> gdunbar at esilibrary.com
> 1-877-OPEN-ILS    www.esilibrary.com
>
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