Re: summary of call with DAISY

Fantastic work, Tzviya! This all sounds ideal.--Bill K

On Fri, Aug 31, 2018 at 1:21 PM Siegman, Tzviya <tsiegman@wiley.com> wrote:

> Hi All,
>
>
>
> I had a great call with George and Richard Orme, CEO of DAISY this morning
> to talk about logistics of epubcheck fundraising and getting started on the
> SOW and MOU.
>
>
>
> Richard will join us for next week (7 September) SC call to follow up on
> details.
>
>
>
> Here are my notes:
>
>
>
> Website
>
>    - We (Pub SC) already has a website ready to go, thanks to Ivan and
>    the SC’s efforts to prepare copy.
>    - We should be prepared to go live in about 1.5 weeks
>
>
>
> Donation and invoicing mechanism
>
>    - DAISY has worked on similar fundraising projects with organizations
>    such as WIPO in the past. This will appear as a line item in the audit.
>
>
>
>    - Our expectation is that there will be some amount of set up for the
>    payments system, but minimal processing because our best guess is that
>    there will be a small number of larger donations. If that is the case, then
>    there will be a fee of approximately $1000 for DAISY’s services. Richard
>    will confirm that amount next week. If (as a result of the tremendous
>    success of the campaign) DAISY needs to devote more time and resources, we
>    will revisit that amount.
>
>
>
>    - DAISY will be able to help us with the “donate here” mechanism. The
>    software can accept wire transfer, check, or PayPal. PayPal allows for
>    credit cards with a small commission (2.something %).
>
>
>
>    - Donors can request an invoice and pay upon invoicing.
>
>
>
>    - Funds will be restricted to this specific project, bound by the
>    terms we set. We need to establish in our MOU what happens with any funds
>    that remain at the end of the project. George has suggested that any unused
>    funds go to the PBG for not yet identified projects.
>
>
>
>    - DAISY will set this up via their US not-for-profit, which is a
>    501c3. DAISY will offer an option to check a box if donors would like a
>    receipt for a charitable donation.
>
>
>
>    - VAT is not a concern because this is the US arm of DAISY.
>
>
>
>    - We plan to send thank you letters to donors automatically. Please be
>    in touch if you’d like to write the thank you letter.
>
>
>
> SOW and MOU:
>
>    - Richard has sent me an MOU that DAISY used with another
>    organizations in the past. It is more detailed than what we need, but it is
>    a starting point. We are looking for a lightweight MOU to set the payment
>    terms and an SOW to set the timelines and milestones. I will work with Luc
>    and DAISY based on their proposal to hammer this out. I will also consult
>    with a Wiley colleague who has advised on MOUs in the past. The MOU will
>    also help establish the dividing line between DAISY as a donation collector
>    with a discreet fund for this project and DAISY as the developer.
>
>
>
> Permission to use logos:
>
>    - We plan to display logos of organizations that donate to epubcheck
>    on the epubcheck site/fundraising website. We need to get formal permission
>    for this. W3C has a permissions agreement, and I will work with Wendy
>    Seltzer to get that to donors. Some donors may not want their logos
>    display, and we need to respect that as well.
>
>
>
> Getting started on the work:
>
>    - We can get the fundraising site launched before the MOU and SOW are
>    completed. At next week’s SC meeting we hope to finalize the details of the
>    fundraising and go live with the website. Once DAISY has the donation
>    tooling in place, we can send the link to those organizations that have
>    committed to donate and link it to the website.
>
>
>
>    - We cannot begin the actual work until we have an MOU in place, so
>    it’s important that we move quickly.
>
>
>
>    - We think that it’s okay to begin the work before we’ve raised the
>    entirety of the funds. We just have to keep at the fundraising to ensure
>    that we can pay our fine development team.
>
>
>
> Feedback welcome!
>
>
>
> Tzviya
>
>
>
> *Tzviya Siegman*
>
> Information Standards Lead
>
> Wiley
>
> 201-748-6884
>
> tsiegman@wiley.com
>
>
>


-- 
*Bill Kasdorf*
*Principal, Kasdorf & Associates, LLC*

*Founding Partner, Publishing Technology Partners
<https://pubtechpartners.com/>*
kasdorf.bill@gmail.com
+1 734-904-6252

ISNI: http://isni.org/isni/0000000116490786
ORCiD: https://orcid.org/0000-0001-7002-4786
<https://orcid.org/0000-0001-7002-4786?lang=en>