diff --git a/documents/Expo08accounting.pdf b/documents/Expo08accounting.pdf deleted file mode 100644 index e56ed8cef..000000000 Binary files a/documents/Expo08accounting.pdf and /dev/null differ diff --git a/documents/Expo11accounts.pdf b/documents/Expo11accounts.pdf deleted file mode 100644 index 59403447e..000000000 Binary files a/documents/Expo11accounts.pdf and /dev/null differ diff --git a/handbook/bierbook.html b/handbook/bierbook.html index bf84ac003..d044d03fb 100644 --- a/handbook/bierbook.html +++ b/handbook/bierbook.html @@ -1,5 +1,7 @@ + + CUCC Expedition Handbook @@ -42,6 +44,9 @@ This also records the number of nights spent at the bivvy and underground camp. Getting infomation on the number of people attending dinner is always difficult. Try to get this filled in a week in advance. +

Management of the books during Expo

+

As well as the obvious need to promptly record supermarket bills and shared meals in the sesh book, and to tick off bier as it is drunk, the entries in the sesh book should be transcribed into the bank of expo every couple of days. Keeping up with this data entry saves an immense amount of time later on. +

Scanned copies of Bier and Sesh Books

The 2016 expo bierbook and seshbook were scanned and can be downloaded (13MB and 5 MB) from here: expofiles/writeups/2016/ diff --git a/handbook/computing/ftpusage.html b/handbook/computing/ftpusage.html index cb0cc4e04..66e5d2b55 100644 --- a/handbook/computing/ftpusage.html +++ b/handbook/computing/ftpusage.html @@ -10,7 +10,7 @@

Using expo server via FTP or scp or sftp connection

Configure connection on Android phone

-

SFTP only works if you have key exchange set up. But +

SFTP only works if you have key-pair setup set up. But you can use FTP using this app and this method.


Configure connection on Windows

-

scp only works if you have key exchange set up. +

scp only works if you have key-pair setup set up.

@@ -52,25 +52,27 @@ links to, but if not, ask.

Use a template

-

It will be easiest if you start from one of the existing template files, -as these have lines to remind you to add various details - make sure you +

The beginner should start from the existing template file :loser:/template/template.svx +as this has lines to remind you to add various details - make sure you don't leave any blanks! Copy and rename this to where you want to put your data before editing it. Too many people have overwritten the template in the past, try not to do this yourself. +

Working by editing a .svx file from another bit of the same cave may seem like a short cut but whoever edited it may have deleted some of the helpful and useful hints that are in the template.svx file - so don't do this please, until you really know what you are doing. -

Filename and data-entry conventions

+

Filename and data-entry conventions in svx files

-
Organising travel
+
Organising travel
+ + +

The bugbear of the Expo Leader if he/she hasn't managed to find a dedicated person to do this. This is a co-ordination/coercion game. Ask everybody when they would like to go to Expo, then match those without cars of their own to those who have cars and will take passengers. Try to make sure that each vehicle that will be funded by Expo will be as fully utilised as possible (for emissions minimisation as well as cost).

+ +

This game is combined with the job of getting people to commit to going on Expo at all, as some people will only go when they see their friends are going. You want to get some keen definite people to say when they'll go, then advertise this on the social media so that other people will say 'I'll go then'. Keep everybody informed of the situation with regular emails and posts to social media. People will normally see obvious car sharing opportunities, but don't be afraid to make suggestions. It's important to include the whole lists, not just those who've said they'll go already, as we always pick up a useful number of experienced latecomers.

+ +

Later on, there'll be the job of determining who the full, semi-independent and independent travellers are and which vehicles are funded in full or part. This may be a bit iterative, depending on how helpful and communicative various people have been.

+ -

Time spent on Expo

+

Part 2: How to be Expo Treasurer

-

The daily costs of Expo (food, campsite fees, gaz, fuel for stoves, dishcloths, etc) are added up and a per-person-per-night cost evaluated. Each member is then charged according to the number of days he/she spent on Expo.

- - -

Gone caving

- -

The cost of equipment purchase and maintenance are normally divided equally among everyone who went caving, irrespective of how long they were on Expo; this is to encourage people to make good use of the gear and make it easier for people (often students) to spend the full 5 weeks on Expo. The caver fiddle factor (normally either 0 or 1) is used in applying this charge.

- - -

Personal costs

- -

The popular/cheap Austrian Bier Gösser is bought communally. Each member's bier consumption is recorded in the Bier Book and the appropriate amount charged to them. A similar scheme operates for lemonade.

- - - -

Swaps

- -

If someone runs out of cash on Expo, another member can lend him or her some money that can then be repaid through the Bills. The amount is added to the debtor's bill and taken off the creditor's bill. This can also be used for group purchases, such as when one person pays for several Hallstatt pedalo tickets.

- -

Personal stuff bought with Expo food shopping can be managed in one of two ways:

- -

Either way, Expo doesn't pay for personal food/drink.

- -

Swaps will only be considered if entered in both the debtor's and creditor's page in the Bier Book, or the treasurer can be reasonably sure that the debtor was aware of the transaction.

- - -

Expo grants

- -

Grants may come from the GPF, other funding bodies or through students from their college. Expo sometimes uses some of this money to purchase specific high capital items; in 1999 this was a six-berth tent and two mobile phones. The remaining money is divided amongst the unwaged members on Expo, using the grantshare fiddle factor. Grantshare ranges from 0 for no entitlement to 1 for full entitlement.

- - -

Part 2: How to be Expo Treasurer (maybe;-)

- -

This section details some things I found as Expo treasurer, which I hope will help you avoid some of my errors/worries....

+

This section details some things Earl found as Expo treasurer in 1999, since updated, which we hope will help you avoid some errors and worries.

Role of the Expo treasurer

@@ -158,136 +58,127 @@

So what does this Expo treasurer do? Your mission, should you choose to accept it, is as follows:

-

Jobs marked * are particularly large and could well be delegated if you have enough people.)

-

Your task, appreciated by a few, will require time, effort and perseverance...

+

Try to get someone else to do these even though they involves expo funds: +

Timetable of events

In the beginning were the grant applications. At least, there were if last year's committee remembered their responsibilities, so first check that they have been submitted! Also track down the ex-treasurer (if he didn't get you first!) and get the bank details and get yourself as a signatory to the account.

-

You may find at first that the Expo committee is just you and the Expo Leader. Help him/her find and pressgang victims persuade volunteers for the other committee posts:

+

There are copies of letters requesting grants on the expo online systems letters archive. +

You may find at first that the Expo committee is just you and the Expo Leader. Help him/her find and pressgang victims persuade volunteers for the other committee roles:

+ +

See the checklist for running an expo in the expo planning guide.

- +

Absolutely refuse (politely) to do any of these yourself. You have enough to do.

Deposits and Forms

-

Even before you've got a full committee, start promoting Expo as the top experience it is. Start taking deposits. Ask for £100 before Expo, as installments of £40 and £60. Of course, people can pay it all at once if they want!

+

Even before you've got a full committee, start promoting Expo as the top experience it is. Start taking deposits. Ask for £200 before Expo, as installments of £80 and £120. Of course, people can pay it all at once if they want!

The deposits are to give Expo some cash to buy gear. Try and get most people to pay up; people paying for a lot of gear in Cambridge (e.g. for top camp meals and the chief fettler) may request not to pay their deposit. Certainly get at least the first deposit of anyone potentially 'unreliable' (i.e. you haven't seen caving or hasn't been on Expo before) before you spend any money on him/her. Hassle everybody else too :-)

+

See the instructions to expoers on what their paperwork responsibilities are as this sets out payment terms and says in writing that someone is only registered as coming on the expo after thier deposit has been recieved. It says "If you are late paying the deposit you may need to pay your entire expected cost, not just the deposit, before you can attend. The expo treasurer will tell you what is required". This was because we had one person just turn up without warning. (He was happy to pay, he just wasn't aware of the procedures.) -

A good way to get the deposits is with the Expo form. This is completed by each person wanting to go on the Expo. Have a look at past year's forms (stored on the PWF). The forms get you, as treasurer, (hopefully) all the information you'll need to start organising Expo. People are often pretty lousy at completing or even starting their forms, but you'll need an idea of when people want to go on Expo and a list of contact addresses etc. Distribute the forms at:

+

A good way to get the deposits is with the Expo form. This is completed by each person wanting to go on the Expo. Have a look at past year's forms. The forms get you, as treasurer, (hopefully) all the information you'll need to start organising Expo. People are often pretty lousy at completing or even starting their forms, but you'll need an idea of when people want to go on Expo and a list of contact addresses etc. Distribute the forms:

-

There is an on-line version of the form on the PWF, and possibly even a Perl script for processing the responses. Find a suitable compsci or engineer to fix it; it's not difficult. The web form can be completed on-line or printed out and sent to you.

- -

Advertise Expo and the web address of the form on the CUCC and EXCS mailing lists, soc-cucc@lists.cam.ac.uk and excs@survex.com respectively. You could send the form by email. If you do this, create a plain text version and send it in the body of your message. Do not send it as an attachment and certainly not as an MS Word file, or you'll get rants about compatibility with non-windows computers...

- -

New requirements set by the GPF/NCA mean that all Expo members will need to be members of a club/organisation which is in turn a member of the NCA in order for Expo to get any grant money. I'm not sure whether EXCS is a member of the NCA (I doubt it), but CUCC is. So make sure people have paid their membership fees too.

+

There was an on-line version of the form in 2014, and possibly even a script for processing the responses. Find a suitable nerd to fix it; it's not difficult. The web form can be completed on-line or printed out and sent to you.

+

In the past requirements set by the GPF/NCA meant that all Expo members needed to be members of a club/organisation which is in turn a member of the NCA in order for Expo to get any grant money. ICheck whether this is still true.

+ +

Operate the Expo bank account

This involves paying money in, writing cheques and looking after the statements. Statements are currently sent to the Expo Treasurer's address, which is changed for each treasurer. You could get them sent to Dr James Hickson, the CUCC Senior Treasurer at Pembroke. This would mean less changing of addresses, but add delay/uncertainty to your receiving the statements.

-

The deposits cover most of the insurance costs. Equipment orders are normally paid for by Expo or CUCC main, with the other then repaying their share. The float money (about £850 at the end of 1999) can be used as necessary, but should be replenished at the end of each year. The float was increased from £100 at the end of 1997 when the GPF grant was recieved late. The extra money is very useful for smoothing the cash flow: in 1999 the CUCC Main and Meets accounts were emptied and the Expo Account float used, as over £3000 was spent from the accounts before Expo on tackle, tents, tshirts and insurance. Do not let the account go overdrawn.

+

Equipment orders are normally paid for by Expo or CUCC main, with the other then repaying their share. The float money (about £850 at the end of 1999) can be used as necessary, but should be replenished at the end of each year. The extra money is very useful for smoothing the cash flow. Do not let the account go overdrawn.

-

The Expo account is with National Westminster, number 22997253, sort code 60-04-23 (King's Parade branch). Internet banking may be available for this account, but we haven't got it yet. Remember to give the bank the signature authority forms to authorise your successor before you leave Cambridge.

- - -

Transport Organisation

- -

The bugbear of the Expo Treasurer... This is a co-ordination/coercion game. Ask everybody when they would like to go to Expo, then match those without cars of their own to those who have cars and will take passengers. Try to make sure that each vehicle that will be funded by Expo will be as fully utilised as possible.

- -

This game is combined with the job of getting people to commit to going on Expo at all, as some people will only go when they see their friends are going. You want to get some keen definite people to say when they'll go, then advertise this on the EXCS list so that other people will say 'I'll go then'. Keep everybody informed of the situation with regular emails to the EXCS list. People will normally see obvious car sharing opportunities, but don't be afraid to make suggestions. It's important to include the whole EXCS list, not just those who've said they'll go already.

- -

Later on, there'll be the job of determining who the full, semi-independent and independent travellers are and which vehicles are funded in full or part. This may be a bit iterative, depending on how helpful and communicative various people have been.

+

The Expo account is with National Westminster, number 22997253, sort code 60-04-23 (Market Street branch). Remember to give the bank the signature authority forms to authorise your successor before you leave Cambridge.

-

The Expo Bier Book

-

The Expo Bier Book is a record of every expedition expenditure and many administrative details of Expo. Refined over many years, the format now consists of the following sections:

+

The Expo Bier Bookand Sesh Book

+

The Expo Bier Book and Sesh Book is a record of every expedition expenditure and many administrative details of Expo. Refined over many years, the format now consists of the following sections:

+ +

The expenses and sesh swaps are also copied online into the bank of expo and the bier book and sesh book are annotated when when an expense has been transcribed. + +

The 2016 expo bierbook and seshbook were scanned and can be downloaded (13MB and 5 MB) from here: +expofiles/writeups/2016/

+ -

Anything else financial can also be included, particularly notes to the treasurer. The Bier Book, Log Book and Survey Book together make the original source documentation for each Expo.

+

Anything else financial can also be included, particularly notes to the treasurer. The Bier Book, Sesh Book, Logbook, Callout Books and Survey Wallets file together make the original source documentation for each Expo.

-

The Expo Kitty

+

The Gasthof Payment

-

The largest single bill in Austria will be the campsite bill, at about ös 55 per person per night plus electricity. Obviously the bill depends on how big Expo is; in 1999 it was over £800. How this is paid depends on how many people you have around at the end of Expo. If there are enough then the simplest method is for them just to pay Hilde and claim the cost back through the Bier Book. However, if there are not going to be enough people with sufficient cash around at the end, you should start the Expo Kitty. This is a jar, in which everyone is encouraged to leave cash towards the campsite bill. This is entered in the Bier Book as a swap to Kitty. If the kitty has too little cash, someone around at the end of Expo should use a credit card to make up the balance.

- -

It's not a good idea to collect vastly more cash than we need, as it could get lost or the Austrian banks could change their bank notes before the next Expo. You could try closing the kitty when it has enough cash, though people like to get rid of their few spare schillings and may moan if others could but they can't. If there is too much in the kitty, we could either ask to pre-pay some of next year's bill, or take it back to Expo the following year.

- -

If it will be needed, make sure the kitty is started early on so everyone can contribute something. If you let people freely add/withdraw cash, make periodic checks that the contents are as indicated in the Bier Book: it's quite easy for people to forget to record an entry. If you're not there at the end of Expo yourself, you'll need to put someone responsible in charge of paying the bill and bringing any remaining cash back to Cambridge.

+

The largest single bill in Austria will be the campsite bill. Obviously the bill depends on how big Expo is; in 2019 it was over €2,100. How this is paid depends on how many people you have around at the end of Expo. If there are enough then the simplest method is for them just to pay Hilde and claim the cost back through the Bank of Expo. However, if there are not going to be enough people with sufficient cash around at the end, you should start collecting advance payements from attendees anticipating their eventual bills.

Produce the Expo Bills

-

The Bier Book should be a complete picture of all Expo financial transactions. You can save yourself a lot of typing (possibly) if you put a blank version of the Expo spreadsheet on the Expo PC in the Potato Hut. Then people can type thier own data into the spreadsheet while on Expo, which also provides some protection against the loss of the bier book. However, you may find it difficult to track down mistakes and duplications later, particularly in Swaps transactions.

+

The Bier Book and Sesh Book, as copied into the Bank of Expo, should be a complete picture of all Expo financial transactions. -

You'll receive some Bier Book entries by email, post and word of mouth after Expo, as people's credit card bills come in. Set a deadline (say, 40 days after the end of Expo) and add all entries to the Bier Book. Include all the other relevant transactions on the other CUCC accounts.

+

You'll receive some Bier Book & Sesh Book entries by email, post and word of mouth after Expo, as people's credit card bills come in. Set a deadline (say, 40 days after the end of Expo) and add all entries to the Bank of Expo. Include all the other relevant transactions on the other Expo accounts.

-

Once all the various expenses have been entered in the bier book (it's probably September/October by now), you're ready to tackle the spreadsheet. You don't have to use the spreadsheet, but it's best to unless you're a database wizard. Appendix B describes using the spreadsheet. Basically you remove the sheets for last years members, copy new blank pages for this year's members and then add this year's data. It's fairly straightforward, but lengthy and requires concentration.

+

Once all the various expenses have been entered in the Bank of Expo (it's probably September/October by now), you're ready to tackle the spreadsheet. Here is the 2014 Expo spreadsheet - but this predates Bank of Expo, so hassle a more recent treasurer to get the latest copy. You don't have to use the spreadsheet, but it's best to unless you're a database wizard. Basically you remove the sheets for last years members, copy new blank pages for this year's members and then add this year's data. It's fairly straightforward, but lengthy and requires concentration.

+ -

In 1999, the tshirts, insurance, Expo Dinner and various gear orders were handled as swaps on specific days outside Expo. The swap sum-to-zero check usefully determines that Expo is not out of pocket (or shows how much by, so you can recover this by a charge in the Misc category). It would be possible to create new categories for insurance etc, but this would require thoughtful modification to the spreadsheet structure. Don't break it! (Someone really ought to develop an Expo database...)

+

What is paid for is determined by the principles described in part 1 of this document. Once all the data has been entered, check that each person has been allocated appropriate traveller, caver and grantshare values in the spreadsheet.

-

What is paid for is determined by the principles described in part 1 of this document. Once all the data has been entered, check that each person has been allocated appropriate traveller, caver and grantshare values.

-

The bills have traditionally been paid by the debtors writing cheques to the creditors. Some debtors pay the Expo Account, which then pays any outstanding amount due to the creditors. This means you match each debtor to a creditor and tell both of them that the debtor will pay the creditor. This means the creditor can hassle the debtor if necessary without you having to bother. You can also match husbands & wives or people who live in the same part of the country together. You can make sure that reliable people pay the Expo account and that less reliable people pay their friends. Usually only the Expo account has to write more than one cheque.

-

When sending out the Expo bills, give the addresses of the creditors. Send individual emails personally to each member, rather that announcing it on communal emails. This reduces the amount of ranting about 'Why's my bill more than his?'. However, if anyone asks, have the relevant data ready.

+

When sending out the Expo bills, include the addresses of the creditors. Send individual emails personally to each member, rather that announcing it on communal emails. This reduces the amount of ranting about 'Why's my bill more than his?'. However, if anyone asks, have the relevant data ready.

-

Andy Waddington (austria @ pennine.demon.co.uk) would be interested in some accounting trivia, such as the number of Gössers drunk, the times underground, etc.

+

Record accounting trivia, such as the number of Gössers drunk, the times underground, etc.

General Treasury Responsibilities

@@ -362,8 +252,10 @@

Expo files

+ +

Archive all the accounts on the Expo online systems in expofiles/accounts and keep scanned copies of the Bier Book and Sesh Book in expofiles/writeups// (along with the scanned copies of the logbook and the callout books). See 2018 for a nearly complete set: expofiles/writeups/2018/bierbook/.

Committees...

@@ -385,24 +277,25 @@
  • Many rants are simple misunderstandings; try to explain what and why you are taking such and such a point of view.
  • Face-to-face meetings are much more effective than drawn-out email discussions.
  • -

    You'll need several Expo Committee meetings. Firstly to plan what should be done, and later to check that all the jobs are being done. If someone just isn't pulling their weight or has too much else to do, the committee meetings should be used to provide encouragement (!) and/or redistribute the workload. I suppose one of the jobs of the Expo Leader is to check that everything is going to plan, be he/she won't always think of everything on their own. See the checklists in the appendices.

    +

    You'll need several Expo Committee meetings. Firstly to plan what should be done, and later to check that all the jobs are being done. If someone just isn't pulling their weight or has too much else to do, the committee meetings should be used to provide encouragement (!) and/or redistribute the workload. I suppose one of the jobs of the Expo Leader is to check that everything is going to plan, be he/she won't always think of everything on their own. See the checklists in the expo planning guide

    Remember that all the Expo committee are volunteers (more or less of their own volition :-), but they may have different priorities and/or different reasons for participating than yourself. This can make committee work interesting or taxing, depending on your viewpoint, but try to keep Expo as an adventure rather than a chore; it's worth it in the end.

    -

    Conclusions

    +

    Summary

    -

    This document was written to describe how the CUCC Expo is financed. It is primarily a guide for first-time Expo Treasurers, though part 1 may also be of use to any Expo Treasurer.

    - -

    Part 1 described the principle of the Expo finances: the sources of income and expenditure and the principles behind the Expo billing system. Part 2 described the role of the treasurer and details on the practical side of being Expo Treasurer.

    +

    Being Expo Treasurer will involve quite a lot of work. Remember the need to be open and fair. Good Luck!

    Top.

    -
    +
    +
    - -

    Last day of expo

    +

    Last days of expo

    Post-Expo Completion

    diff --git a/years/2020/index.html b/years/2020/index.html index 0073b67a3..b99d1d454 100644 --- a/years/2020/index.html +++ b/years/2020/index.html @@ -1,5 +1,7 @@ + + Expo 2020: Organisation and mission statement @@ -7,14 +9,11 @@

    Expo 2020

    Expo 2020: Organisation

    -Link to last year: 2019 +Link to last year: 2019
    +Back to Expo Planning Guide. + -

    Every Expo - ongoing jobs

    -

    Pre-Expo Planning

    Using camcaving (or other wiki-type software): @@ -22,6 +21,13 @@ Using camcaving (or other wiki-type software):
  • Task tracking expo 2020
  • Who and when planning page
  • +PDF docs: + + On expo website:

    Expo reports

    @@ -43,11 +50,13 @@ On expo website: -

    During Expo data entry

    +

    During Expo - mostly data entry

    @@ -72,15 +81,33 @@ On expo website: + + +

    2020 Mission statement

    +

    Criteria for a successful expo

    To discuss.. (not just x miles of newly surveyed cave)

    Organisational targets

    -

    To do.. de-rig Organhohle bivvy stocks. -

    Photos for expo archive +

    + +

    Training targets

    -

    Introduce new cavers to alpine expedition caving in relatively safe situation. +

    +

    Every Expo - ongoing jobs

    +

    Back to Expo Planning Guide.