This site is the archived OWASP Foundation Wiki and is no longer accepting Account Requests.
To view the new OWASP Foundation website, please visit https://owasp.org

Difference between revisions of "Reimbursement Process Details"

From OWASP
Jump to: navigation, search
(update link)
 
(4 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
During the summer of 2017, OWASP began updating the funding processes used to reimburse the community as it had outgrown the existing systems.  Funding requests would move from a combination of a Google Docs 'app' and some Salesforce forms to Jira Service Desk.  We've named this system "OWASP Service Desk" or OSD.
+
Back to [[Funding]]
  
−
https://owasporg.atlassian.net/servicedesk/customer/portals
+
[https://owasporg.atlassian.net/servicedesk/customer/portals Click here to visit the OWASP Service Desk (OSD)]
  
−
From a very high level, the process is as follows:
+
The high level process is as follows:
−
# A submitter completes the reimbursement request  
+
# Submitter determines the need for reimbursement pre-approval
 +
# A submitter completes the reimbursement or pre-approval request
 +
# Within 72 hours a staff member initiates work on the request
 
# A staff member sanity checks the request and adds the budget owner(s) to the request to get their approval of the expense.  For requests against Chapter and/or Project funds,   
 
# A staff member sanity checks the request and adds the budget owner(s) to the request to get their approval of the expense.  For requests against Chapter and/or Project funds,   
 
## A single leader is needed for requests less than $500 USD
 
## A single leader is needed for requests less than $500 USD
 
## Two leaders are needed for requests greater than $500 USD
 
## Two leaders are needed for requests greater than $500 USD
 
# The leader(s) approve/deny the requests via comments on the request
 
# The leader(s) approve/deny the requests via comments on the request
−
# Staff changes the status to approved and assigns the request to the accounting team
+
# Staff changes the status to approved and  
−
# The accounting team requests any additional information to make the payment (if needed) and pays the submitter for approved requests making the request paid.
+
## assigns the request to the accounting team for reimbursements or
−
The process is also in a quasi-sequence diagram available [https://www.lucidchart.com/invitations/accept/c8b3735f-6ab7-4fef-b35c-b8e81d210ad3 here].  During the entire process, the submitter and those involved are notified via email of changes to the request and can log into OWASP Service Desk at any time to see all of their requests and the status of those requests.
+
## marks the request as done for pre-approvals
 +
# The accounting team requests any additional information to make the payment (if needed) and pays the submitter within 22 days for approved requests, marking the request paid.
 +
 
 +
During the entire process, the submitter and those involved are notified via email of changes to the request and can log into OWASP Service Desk at any time to see all of their requests and the status of those requests.
  
 
There are several actors in this reimbursement drama and we've created screenshot-heavy documentation for each at the links below:
 
There are several actors in this reimbursement drama and we've created screenshot-heavy documentation for each at the links below:
Line 19: Line 24:
 
* [[Reimbursements for OWASP accounting]]
 
* [[Reimbursements for OWASP accounting]]
 
* [[OWASP Service Desk Signup|Signing up for OWASP Service Desk]]
 
* [[OWASP Service Desk Signup|Signing up for OWASP Service Desk]]
−
Look for future additions including forms for getting funding pre-approved, budget requests and other requests that need enhanced tracking and visibility. We'll add them here as we roll them out.
+
Need to see your past requests or ones you've been added to? [https://docs.google.com/document/d/1yoTx7NM3yjLvenLn_226nq4uM-G2TnByOokhexTPWB0/edit Check out this doc]
 +
 
  
−
-- Matt Tesauro (Operations Director, OWASP Foundation)
+
Back to [[Funding]]

Latest revision as of 15:02, 26 April 2019

Back to Funding

Click here to visit the OWASP Service Desk (OSD)

The high level process is as follows:

  1. Submitter determines the need for reimbursement pre-approval
  2. A submitter completes the reimbursement or pre-approval request
  3. Within 72 hours a staff member initiates work on the request
  4. A staff member sanity checks the request and adds the budget owner(s) to the request to get their approval of the expense. For requests against Chapter and/or Project funds,
    1. A single leader is needed for requests less than $500 USD
    2. Two leaders are needed for requests greater than $500 USD
  5. The leader(s) approve/deny the requests via comments on the request
  6. Staff changes the status to approved and
    1. assigns the request to the accounting team for reimbursements or
    2. marks the request as done for pre-approvals
  7. The accounting team requests any additional information to make the payment (if needed) and pays the submitter within 22 days for approved requests, marking the request paid.

During the entire process, the submitter and those involved are notified via email of changes to the request and can log into OWASP Service Desk at any time to see all of their requests and the status of those requests.

There are several actors in this reimbursement drama and we've created screenshot-heavy documentation for each at the links below:

Need to see your past requests or ones you've been added to? Check out this doc


Back to Funding

Retrieved from "https://wiki.owasp.org/index.php?title=Reimbursement_Process_Details&oldid=250698"