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Proposed MTG contract and budget revision

From
John Greacen
Date
2005-09-27T21:46:00+00:00
ID
Thread
Proposed MTG contract and budget revision
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Subject: Proposed MTG contract and budget revision




From: "John M. Greacen" <>
To: <>
Date: Tue, 27 Sep 2005 15:44:56 -0600














Colleagues – I alerted you some time ago to the
problems with our consultant contract with eCorridor
and the decision of the leadership of the ECFTC to
pursue a contract with MTG to complete the work on ECF 3.0.



I attach a proposed contract with MTG
and a proposed workplan.  The workplan has been vetted by , 
and me.  The amount of the
contract has been reduced by about one third from MTG’s original estimate due to agreements by Tom,
Scott and me to assume additional assignments from the remaining tasks.



The MTG contract is for time and
materials not to exceed $29,980. 
This will bring us to a total of almost $75,000 spent on the development
of ECF 3.0.



Entering into this contract is essential to completion of ECF 3.0 as promised to the COSCA/NACM
Joint Technology Committee.  Eric Tingom
is not available to do additional work on ECF 3.0
until the beginning of November.  In
our view, the quality of his work is not adequate to the task anyway.  Much of the MTG
workplan is devoted to rewriting materials he drafted
for the TC. 
Also, in our view, no other individual or
organization is available to perform this work; no one else has the technical
expertise, familiarity with ECF 3.0 and time
available to devote to the effort.



If we do not meet the current delivery deadline for the
Joint Tech Committee, we will lose our credibility with that committee and the ECFTC should disband because it cannot be effective without
that credibility.



I set out below the financial implications of entering into
this contract.  It will require an
increase of almost $29,000 to this year’s Member Section budget.  Luckily, we will have that much money by
the time we need it, and will be able to end the year with roughly $10,000 in
our OASIS account.  But, we will not be able to support any other LegalXML Member Section activities for the remainder of the
year and our activities for 2006 will have to be substantially curtailed.  



John Messing asked me to provide information on five
questions.  They are:



1.
The amount spent to date on ECF 3.0 -- $44,245.97 (This amount includes
what we have already paid eCorridor, the amount of
the current invoice for $1,500 for ’s
time, and 135 hours of Eric Tingom’s time that has not yet been billed to OASIS.)

2.
Status of eCorrdior employment – 
and I have asked OASIS to terminate the eCorridor
contract at the end of the next quarter; the contract allows OASIS to end the
relationship at the end of any quarter.

3.
eCorridor compensation rate
-- $75/hour

3.
Proposed MTG compensation rate – rates vary from $125 to
$225/hour.  MTG
has a clause in many of its contracts guaranteeing that the rates charged are
no more than the rates charged to any other customer; consequently, its billing
rates are not negotiable.

4.
Proposed spending caps if any on MTG compensation
–
compensation is not to exceed $29,980.

5.
MTG compensation to date on EF
3.0 – MTG has not been compensated
for any of its prior contributions to ECF 3.0.  MTG did work
on the domain modeling process with the expectation that it would
be reimbursed through the eCorridor
contract.  That proved impossible
because of the daily rate discrepancies and MTG
agreed to “eat” those contributions.



Here is our original 2005 budget:



LegalXML Member Section 

   Original Spending Plan 

    Calendar Year 2005




 
  
  Category
  
  
  First
  quarter
  
  
  Second
  quarter
  
  
  Third
  quarter
  
  
  Fourth
  quarter
  
  
  Annual
  total
  
 
 
  
  Meeting expenses for the Steering Committee
  
  
  
  
  
  $4,000
  
  
   
  
  
  $3,000
  
  
  $7,000
  
 
 
  
  Meeting expenses for Member Section Technical
  Committees
  
  
  $4,500
  
  
  $4,500
  
  
  $4,500
  
  
  $4,500
  
  
  $18,000
  
 
 
  
  Services of specification drafter/consultant
  
  
  $10,000
  
  
  $10,000 
  
  
  $10,000
  
  
  $10,000
  
  
  $40,000
  
 
 
  
  Conference call service
  
  
  $600
  
  
  $600
  
  
  $600
  
  
  $600
  
  
  $2,400
  
 
 
  
  Total
  
  
  $15,100
  
  
  $19,100
  
  
  $15,100
  
  
  $18,100
  
  
  $67,400
  
 




Here is our current financial status and the budget changes
needed to fund the MTG contract.  The table shows the amounts still owing
to eCorridor, based on an email from Eric Tingom to
me today.  I believe that OASIS will
credit our account for the $585 shown as spent on the old conference
calling contract that we did not incur.  We cannot predict the amount of bad debt
charges that will accrue to us during the remainder of the year; the amount
shown is the amount as of the end of August.



Current
Budget Status and Proposed Budget Changes






 
  
  Category
  
  
  Annual
  Budget
  
  
  Actual
  Expenditures through August
  
  
  Additional
  Accrued Expenditures
  
  
  Proposed
  Additional Expenditures
  
  
  Difference
  
  
  Revised
  Budget
  
 
 
  
  Meeting expenses for the Steering Committee
  
  
  $7000.00
  
  
  $8,022.25
  
  
  
  
  
  0
  
  
  +$1,022.25
  
  
  8,022.25
  
 
 
  
  Meeting expenses for Member Section Technical
  Committees
  
  
  18,000.00
  
  
  4824.57
  
  
  
  
  
  0
  
  
  -13,175.43
  
  
  4824.57
  
 
 
  
  Services of specification drafter/consultant
  
  
  40,000.00
  
  
  32,620.97
  
  
  11,625
  
  
  29,980
  
  
  +34,225.97
  
  
  74,225.97
  
 
 
  
  Conference call service
  
  
  2,400.00
  
  
  1,560
  
  
  (585)
  
  
  0
  
  
  -1,425
  
  
  975
  
 
 
  
  Bad debt
  
  
  
  
  
  2,145
  
  
  
  
  
  0
  
  
  +2,145
  
  
  2,185
  
 
 
  
  Total
  
  
  67,400.00
  
  
  54,969.45
  
  
  11,040
  
  
  29,980
  
  
  +28,589.45
  
  
  95,989.45
  
 










Revenue Projections and Balance for
2006



Beginning balance 2005                                          $62,575.70

Projected year end balance as of 8/31/05                  50,960.36

          Current
balance     $34,047.93

          Deferred
revenue     16,912.43

Additional expenditures per proposed budget           41,020

Projected beginning balance 2006                                9,940.36

Projected 2006 revenue                                            20,000

Funds available for 2006                                          29,940.36





Please let me know if you need any additional information
prior to our conference call tomorrow.





John
M. Greacen

Greacen
Associates, LLC

HCR 



505-289-2164

505-289-2163
(fax)

505-780-1450
(cell)










OASIS-MTGMCr-Consultant-Contract-051001 rev4.doc
ECF3 Workplan rev3 final.pdf












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