From frank.loebe at informatik.uni-leipzig.de Wed Oct 8 01:02:59 2014 From: frank.loebe at informatik.uni-leipzig.de (Frank Loebe) Date: Wed, 8 Oct 2014 01:02:59 +0200 Subject: [iaoa-bylaws] letter feedback == RE(2): tax exemption Message-ID: <007e01cfe282$d7d2b550$87781ff0$@informatik.uni-leipzig.de> Dear Marion, > - Attached you find a draft (in German) for the letter accompanying our > request. Everyone who understands German is invited to make comments. trying to be true to my word, I just had a quick look over the letter and provide some minor comments and change( proposal)s in the attached version. Sorry for no double-check reading of them. @Fabian: Could you please read the letter (and comments), as well, first of all? (I hope I haven't missed an earlier response from you on the letter.) > - Has everyone had a chance to look at the last modifications in the > bylaws? Not yet, unfortunately ... I'm sorry. > - In addition to bylaws and statute, we should enclose the financial > statements and annual reports of the last two years in our request. I > have collected the financial statements from the website. > Are there also annual (activity) reports? No, I'm afraid, we only have the Public Reports of the EC. In case we wish to rely on those, I guess we should write those reports that are still missing before we submit the letter - correct? So far for now, thanks so much for all of your engagement, Frank > -----Original Message----- > From: iaoa-bylaws-bounces at ovgu.de [mailto:iaoa-bylaws-bounces at ovgu.de] > On Behalf Of Marion Haemmerli > Sent: Friday, September 12, 2014 2:23 PM > To: iaoa-bylaws at ovgu.de > Subject: [iaoa-bylaws] tax exemption > > Dear all, > > To advance our project of a preliminary request for tax exemption, I > wanted to ask you the following questions: > > - Has everyone had a chance to look at the last modifications in the > bylaws? > - In addition to bylaws and statute, we should enclose the financial > statements and annual reports of the last two years in our request. I > have collected the financial statements from the website. Are there also > annual (activity) reports? > - Attached you find a draft (in German) for the letter accompanying our > request. Everyone who understands German is invited to make comments. > > To finish the request, we still need a German translation of the > statute. I started working on that some time ago, so I think I will be > able to submit you a proposal soon. > > Thank you in advance and best regards, > Marion -------------- next part -------------- A non-text attachment was scrubbed... Name: iaoa-ch-tax-exemption-preinquiry-letter-2014-10-07-fl_BriefSteuerbefreiung.docx Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document Size: 21999 bytes Desc: not available URL: From frank.loebe at informatik.uni-leipzig.de Sat Oct 25 00:22:34 2014 From: frank.loebe at informatik.uni-leipzig.de (Frank Loebe) Date: Sat, 25 Oct 2014 00:22:34 +0200 Subject: [iaoa-bylaws] [iaoa-relocation] update with plan for submitting the tax exemption request Message-ID: <004501cfefd9$057a3330$106e9990$@informatik.uni-leipzig.de> Dear all, while I'm sorry about the delay in doing so, I'd like to share a brief update on our work on the Swiss versions of Statute and Bylaws (S&B), related to the aim of sending out the preliminary tax exemption request (PTER) soon and based on a call of Marion and myself on this Mon, Oct 20, held to finalize remaining minor changes in the S&B working drafts for the PTER. In brief - please comment if you see issues with anything: 1a.) S&B for PTER (v5) We suggest versions of both documents that we think can be submitted as part of the PTER documents. These are versions 5 (v5_...) [1,2]. All comments and markings have been removed from that version - please have a look (and comment if there are issues). Marion is converting this version into a word processor format, thereby doing a final check for "bugs". 1b.) S&B for later (v6) For further discussion on the open content issues, versions 4 of S&B have been renamed to versions 6 [3,4]. Please use these documents for further comments, proposed changes, etc., for the eventual version intended for membership approval. 2.) German translation for PTER (v5-de) We think and suggest that a translation to German of only the Statute (but not the Bylaws) should suffice for speeding up the PTER. Marion is working to complete this based on an earlier version that she had produced, I will try to cross-read afterwards. 3.) accompanying letter for PTER We think that the letter draft can remain as is, in the version of Oct 17 where Marion had addressed earlier comments of mine (Oct 8, [5]). 4.) additional documents Marion has gathered financial reports of 2011-2013 as well as annual reports for 2011 and 2013, all to be included with the PTER. For 2012, she is going to include some information on FOIS. 5.) scheduling thoughts for PTER submission While it is not sure whether it will work for all of us, we agreed on Mon (Oct 20) to try to get the German translation of the Statute done and cross-read until the beginning of next week (Tue, Oct 28). Then we could distribute the whole PTER package for information to the EC on Wed, Oct 29 and possibly hear feedback in the EC meeting on Thu, Oct 30. If no new issues arise, Marion could then submit the PTER on Fri, Oct 31. (If Oct 31 cannot be met, further delay of submitting PTER for ca. 2 weeks is most likely.) Some further comments on S&B v5/v6: In v5, only commenting is possible at this stage, since we consider that version pre-finalized. All changes that we made in v4 (now v6) or just accepted from earlier proposals therein before branching off v5 were of minor nature. The only/most noteworthy may be the adoption of deleting the requirement of being an IAOA member for participation in IAOA-organized events (Bylaws, Art. X, Sect.2(a)), which was due to Italian law (I believe) and would conflict with Swiss expectations, was already proposed for deletion in the version of Sep 1, and was consensual in the previous group call according to both of our memories. Apologies for my late status summary and many thanks to Marion for all of her work on this, Frank [1] Statute v5, proposed for PTER submission https://docs.google.com/document/d/12IcY9yezUzuQh4hS3QHGYM8hJob2RVD4Fp6W9V1e U1A/edit?usp=sharing [2] Bylaws v5, proposed for PTER submission https://docs.google.com/document/d/1iNp6Ug-F2XPkjjeoKAEFOyGqGwyGEaQgD9NfskS7 If4/edit?usp=sharing [3] Statute v6, for further content revision https://docs.google.com/document/d/1UGLqlTrUk5xGEa6PAUOT1_kMnHxAulecriLzR0Sw nH8/edit?usp=sharing [4] Bylaws v6, for further content revision https://docs.google.com/document/d/1utSFvY-qViARwO8UW2UW0yuLuvzZdWIy6BJT2P5M SXY/edit?usp=sharing [5] http://listserv.ovgu.de/pipermail/iaoa-bylaws/attachments/20141008/d409b29f/ attachment-0001.docx => https://listserv.ovgu.de/pipermail/iaoa-bylaws/2014-October/000018.html From frank.loebe at informatik.uni-leipzig.de Wed Oct 29 18:09:22 2014 From: frank.loebe at informatik.uni-leipzig.de (Frank Loebe) Date: Wed, 29 Oct 2014 18:09:22 +0100 Subject: [iaoa-bylaws] [iaoa-relocation] please review for preliminary tax exemption request (by Oct 30, if possible) == RE: update with plan for submitting the tax exemption request Message-ID: <00cb01cff39b$190fcca0$4b2f65e0$@informatik.uni-leipzig.de> Dear all, thanks to the great work and effort of first and foremost Marion we have a set of documents ready for final checking for the preliminary tax exemption request. --> [ The request below to all of us is to please review, as far as possible, until tomorrow's EC meeting, Oct 30. ] Regarding content, this is our proposal for submission. Minimal formatting issues may still be there and might be fixed beforehand. Overall, this leaves chances to submit it by the end of this week. Please find attached these documents: A_letter.pdf B1_statute-v5-de.pdf B2_statute-v5-en.pdf B3_bylaws-v5-en.pdf C1_annual-report-2012.pdf C2_annual-report-2013.pdf D1_financial-statement-2012.pdf D2_financial-statement-2013.pdf X_statute-v5-en_commented.pdf The names should be more or less self-explanatory, thus only few comments: The statute has been translated into German (B1), the corresponding English version (B2) has experienced three more edits. Moreover, we have gathered comments on that for future work that still need to be fed into the working Google doc version (v6). For reviewing those edits and comments, the commented version (X) is attached, not becoming part of the request. Regarding the Bylaws (in their English version), I need to clarify with Marion again whether those shall be part of the preliminary request or not. To be safe, they are included here in the corresponding version (B3). --> If possible, please have a look at/over A to D2, and at the 3 edits in X. I'd suggest we use tomorrow's EC meeting for final statements and a decision whether to send those items as the preliminary tax exemption request or whether further work is required. Many thanks to Marion and thanks in advance for having a look at this, best regards, Frank > -----Original Message----- > From: iaoa-bylaws-bounces at ovgu.de [mailto:iaoa-bylaws-bounces at ovgu.de] On > Behalf Of Frank Loebe > Sent: Saturday, October 25, 2014 12:23 AM > To: iaoa-bylaws at ovgu.de > Subject: [iaoa-bylaws] [iaoa-relocation] update with plan for submitting > the tax exemption request > > Dear all, > > while I'm sorry about the delay in doing so, I'd like to share a brief > update on our work on the Swiss versions of Statute and Bylaws (S&B), > related to the aim of sending out the preliminary tax exemption request > (PTER) soon and based on a call of Marion and myself on this Mon, Oct 20, > held to finalize remaining minor changes in the S&B working drafts for the > PTER. > > In brief - please comment if you see issues with anything: > > 1a.) S&B for PTER (v5) > We suggest versions of both documents that we think can be submitted as > part of the PTER documents. These are versions 5 (v5_...) [1,2]. All > comments and markings have been removed from that version - please have a > look (and comment if there are issues). Marion is converting this version > into a word processor format, thereby doing a final check for "bugs". > > 1b.) S&B for later (v6) > For further discussion on the open content issues, versions 4 of S&B have > been renamed to versions 6 [3,4]. Please use these documents for further > comments, proposed changes, etc., for the eventual version intended for > membership approval. > > 2.) German translation for PTER (v5-de) > We think and suggest that a translation to German of only the Statute (but > not the Bylaws) should suffice for speeding up the PTER. Marion is working > to complete this based on an earlier version that she had produced, I will > try to cross-read afterwards. > > 3.) accompanying letter for PTER > We think that the letter draft can remain as is, in the version of Oct 17 > where Marion had addressed earlier comments of mine (Oct 8, [5]). > > 4.) additional documents > Marion has gathered financial reports of 2011-2013 as well as annual > reports for 2011 and 2013, all to be included with the PTER. For 2012, she > is going to include some information on FOIS. > > 5.) scheduling thoughts for PTER submission While it is not sure whether > it will work for all of us, we agreed on Mon (Oct 20) to try to get the > German translation of the Statute done and cross-read until the beginning > of next week (Tue, Oct 28). Then we could distribute the whole PTER > package for information to the EC on Wed, Oct 29 and possibly hear > feedback in the EC meeting on Thu, Oct 30. If no new issues arise, Marion > could then submit the PTER on Fri, Oct 31. > (If Oct 31 cannot be met, further delay of submitting PTER for ca. 2 weeks > is most likely.) > > > Some further comments on S&B v5/v6: > In v5, only commenting is possible at this stage, since we consider that > version pre-finalized. All changes that we made in v4 (now v6) or just > accepted from earlier proposals therein before branching off v5 were of > minor nature. The only/most noteworthy may be the adoption of deleting the > requirement of being an IAOA member for participation in IAOA-organized > events (Bylaws, Art. X, Sect.2(a)), which was due to Italian law (I > believe) and would conflict with Swiss expectations, was already proposed > for deletion in the version of Sep 1, and was consensual in the previous > group call according to both of our memories. > > > Apologies for my late status summary and many thanks to Marion for all of > her work on this, Frank > > > [1] Statute v5, proposed for PTER submission > > https://docs.google.com/document/d/12IcY9yezUzuQh4hS3QHGYM8hJob2RVD4Fp6W9V > 1e > U1A/edit?usp=sharing > > [2] Bylaws v5, proposed for PTER submission > > https://docs.google.com/document/d/1iNp6Ug- > F2XPkjjeoKAEFOyGqGwyGEaQgD9NfskS7 > If4/edit?usp=sharing > > [3] Statute v6, for further content revision > > https://docs.google.com/document/d/1UGLqlTrUk5xGEa6PAUOT1_kMnHxAulecriLzR0 > Sw > nH8/edit?usp=sharing > > [4] Bylaws v6, for further content revision > > https://docs.google.com/document/d/1utSFvY- > qViARwO8UW2UW0yuLuvzZdWIy6BJT2P5M > SXY/edit?usp=sharing > > [5] > http://listserv.ovgu.de/pipermail/iaoa- > bylaws/attachments/20141008/d409b29f/ > attachment-0001.docx > > => https://listserv.ovgu.de/pipermail/iaoa-bylaws/2014- > October/000018.html -------------- next part -------------- A non-text attachment was scrubbed... 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Name: X_statute-v5-en_commented.pdf Type: application/pdf Size: 285469 bytes Desc: not available URL: From frank.loebe at informatik.uni-leipzig.de Thu Oct 30 18:17:52 2014 From: frank.loebe at informatik.uni-leipzig.de (Frank Loebe) Date: Thu, 30 Oct 2014 18:17:52 +0100 Subject: [iaoa-bylaws] review request renewed, by Nov 2 (Nov 3 early) == RE: [iaoa-relocation] please review for preliminary tax exemption request (by Oct 30, if possible) Message-ID: <00fc01cff465$7377d0a0$5a6771e0$@informatik.uni-leipzig.de> Dear Fabian and Oliver, we (briefly) discussed the status of documents for the preliminary tax exemption request [1] in the EC meeting and would like to ask you to have a look at them (cf. my original message below) and possibly comment on them by, basically, Sunday, Nov 2 (more precisely, by Monday morning, Nov 3, 08:00 CET at the lastest, please). If you don't have a chance to look at the documents by that time, please let us know, especially Marion and myself. If you see a chance, please have a look and make any points that may be relevant before submitting the preliminary request. If these can be addressed by Marion on Monday, she will submit the completed request on Monday, Nov 3. If potential issues could not be fixed "immediately", the submission will have to be postponed. Should you have any questions, please don't hesitate to ask. I need to leave for now, but will try to respond asap. Thank you very much in advance for any efforts, best regards, Frank [1] the documents described below are at the very bottom of the same message in the archive: https://listserv.ovgu.de//pipermail/iaoa-bylaws/2014-October/000020.html > -----Original Message----- > From: iaoa-bylaws-bounces at ovgu.de [mailto:iaoa-bylaws-bounces at ovgu.de] On > Behalf Of Frank Loebe > Sent: Wednesday, October 29, 2014 6:09 PM > To: 'IAOA ByLaws' > Subject: [iaoa-bylaws] [iaoa-relocation] please review for preliminary tax > exemption request (by Oct 30, if possible) == RE: update with plan for > submitting the tax exemption request > > Dear all, > > thanks to the great work and effort of first and foremost Marion we have a > set of documents ready for final checking for the preliminary tax > exemption request. > > --> [ The request below to all of us is to please review, > as far as possible, until tomorrow's EC meeting, Oct 30. ] > > Regarding content, this is our proposal for submission. Minimal formatting > issues may still be there and might be fixed beforehand. Overall, this > leaves chances to submit it by the end of this week. > > Please find attached these documents: > > A_letter.pdf > B1_statute-v5-de.pdf > B2_statute-v5-en.pdf > B3_bylaws-v5-en.pdf > C1_annual-report-2012.pdf > C2_annual-report-2013.pdf > D1_financial-statement-2012.pdf > D2_financial-statement-2013.pdf > X_statute-v5-en_commented.pdf > > The names should be more or less self-explanatory, thus only few comments: > > The statute has been translated into German (B1), the corresponding > English version (B2) has experienced three more edits. Moreover, we have > gathered comments on that for future work that still need to be fed into > the working Google doc version (v6). For reviewing those edits and > comments, the commented version (X) is attached, not becoming part of the > request. > > Regarding the Bylaws (in their English version), I need to clarify with > Marion again whether those shall be part of the preliminary request or > not. > To be safe, they are included here in the corresponding version (B3). > > > --> If possible, please have a look at/over A to D2, and at the 3 edits > in X. > > I'd suggest we use tomorrow's EC meeting for final statements and a > decision whether to send those items as the preliminary tax exemption > request or whether further work is required. > > Many thanks to Marion and thanks in advance for having a look at this, > best regards, Frank > > > > -----Original Message----- > > From: iaoa-bylaws-bounces at ovgu.de [mailto:iaoa-bylaws-bounces at ovgu.de] > > On Behalf Of Frank Loebe > > Sent: Saturday, October 25, 2014 12:23 AM > > To: iaoa-bylaws at ovgu.de > > Subject: [iaoa-bylaws] [iaoa-relocation] update with plan for > > submitting the tax exemption request > > > > Dear all, > > > > while I'm sorry about the delay in doing so, I'd like to share a brief > > update on our work on the Swiss versions of Statute and Bylaws (S&B), > > related to the aim of sending out the preliminary tax exemption > > request > > (PTER) soon and based on a call of Marion and myself on this Mon, Oct > > 20, held to finalize remaining minor changes in the S&B working drafts > > for the PTER. > > > > In brief - please comment if you see issues with anything: > > > > 1a.) S&B for PTER (v5) > > We suggest versions of both documents that we think can be submitted > > as part of the PTER documents. These are versions 5 (v5_...) [1,2]. > > All comments and markings have been removed from that version - please > > have a look (and comment if there are issues). Marion is converting > > this version into a word processor format, thereby doing a final check > for "bugs". > > > > 1b.) S&B for later (v6) > > For further discussion on the open content issues, versions 4 of S&B > > have been renamed to versions 6 [3,4]. Please use these documents for > > further comments, proposed changes, etc., for the eventual version > > intended for membership approval. > > > > 2.) German translation for PTER (v5-de) We think and suggest that a > > translation to German of only the Statute (but not the Bylaws) should > > suffice for speeding up the PTER. Marion is working to complete this > > based on an earlier version that she had produced, I will try to > > cross-read afterwards. > > > > 3.) accompanying letter for PTER > > We think that the letter draft can remain as is, in the version of Oct > > 17 where Marion had addressed earlier comments of mine (Oct 8, [5]). > > > > 4.) additional documents > > Marion has gathered financial reports of 2011-2013 as well as annual > > reports for 2011 and 2013, all to be included with the PTER. For 2012, > > she is going to include some information on FOIS. > > > > 5.) scheduling thoughts for PTER submission While it is not sure > > whether it will work for all of us, we agreed on Mon (Oct 20) to try > > to get the German translation of the Statute done and cross-read until > > the beginning of next week (Tue, Oct 28). Then we could distribute the > > whole PTER package for information to the EC on Wed, Oct 29 and > > possibly hear feedback in the EC meeting on Thu, Oct 30. If no new > > issues arise, Marion could then submit the PTER on Fri, Oct 31. > > (If Oct 31 cannot be met, further delay of submitting PTER for ca. 2 > > weeks is most likely.) > > > > > > Some further comments on S&B v5/v6: > > In v5, only commenting is possible at this stage, since we consider > > that version pre-finalized. All changes that we made in v4 (now v6) or > > just accepted from earlier proposals therein before branching off v5 > > were of minor nature. The only/most noteworthy may be the adoption of > > deleting the requirement of being an IAOA member for participation in > > IAOA-organized events (Bylaws, Art. X, Sect.2(a)), which was due to > > Italian law (I > > believe) and would conflict with Swiss expectations, was already > > proposed for deletion in the version of Sep 1, and was consensual in > > the previous group call according to both of our memories. > > > > > > Apologies for my late status summary and many thanks to Marion for all > > of her work on this, Frank > > > > > > [1] Statute v5, proposed for PTER submission > > > > https://docs.google.com/document/d/12IcY9yezUzuQh4hS3QHGYM8hJob2RVD4Fp > > 6W9V > > 1e > > U1A/edit?usp=sharing > > > > [2] Bylaws v5, proposed for PTER submission > > > > https://docs.google.com/document/d/1iNp6Ug- > > F2XPkjjeoKAEFOyGqGwyGEaQgD9NfskS7 > > If4/edit?usp=sharing > > > > [3] Statute v6, for further content revision > > > > https://docs.google.com/document/d/1UGLqlTrUk5xGEa6PAUOT1_kMnHxAulecri > > LzR0 > > Sw > > nH8/edit?usp=sharing > > > > [4] Bylaws v6, for further content revision > > > > https://docs.google.com/document/d/1utSFvY- > > qViARwO8UW2UW0yuLuvzZdWIy6BJT2P5M > > SXY/edit?usp=sharing > > > > [5] > > http://listserv.ovgu.de/pipermail/iaoa- > > bylaws/attachments/20141008/d409b29f/ > > attachment-0001.docx > > > > => https://listserv.ovgu.de/pipermail/iaoa-bylaws/2014- > > October/000018.html