Hi Kirill, Replies below: *(1) In line item 1, what is the rationale for selecting Xero as an accounting tool? * Please see this email: https://lists.wikimedia.org/pipermail/wikimedia-cascadia/2015-January/00035…. Additionally, I will note that I signed up for trial subscriptions of Xero and Quickbooks Online for testing purposes, and I felt that Xero was considerably easier to use. One important consideration in the choice of accounting software is that we want it to allow for full online read-only access for our officers and board members who are widely geographically dispersed. *(2) In line item 1, what is the rationale for selecting the Standard package on Xero?* The page https://www.xero.com/us/pricing/ shows only one lower-priced option below the Standard package. It restricts bill payments to 5 per month and monthly reconciled transactions to 20 per month, has no option for Federal e-file, and has no option for payroll direct deposit. It seems to me that we should try to focus our time and attention on programmatic work rather than trying to work around limitations in accounting software by scheduling transactions in particular ways or by using more time-consuming paper records and checks when electronic billing and payments are available. *(3) In line item 4, why is a trade name fee required?* New businesses, including new nonprofits, are required to register their trade names with the State of Washington. See http://bls.dor.wa.gov/tradename.aspx and http://bls.dor.wa.gov/forms/700028.pdf. Note that a trade name is different than a Federal trademark registration. *(4) In line items 6 and 7, why is local registration occurring in multiple jurisdictions?* Short answer: tax registrations in multiple jurisdictions are necessary if we intend to operate legitimately throughout the Seattle area and throughout the Cascadia region. Long answer: Cascadia includes a wide geographic area: British Columbia, Washington State, and Oregon State. We intend to have events in multiple jurisdictions to try to maximize participation and ease of attendance for our members. In the Seattle metro area, our participants reside in many cities other than Seattle; the geographic size of the Seattle metro area and its notorious traffic problems (which rank the 8th worst in the nation according to one analysis of 2013 data; see http://www.forbes.com/pictures/ehmk45mihf/8-seattle-wa/ and http://www.forbes.com/sites/jimgorzelany/2014/03/04/the-most-traffic-jammed…) make it a very practical idea to have events in multiple locations. Perhaps not known to outsiders is that the Seattle metro area (see https://en.wikipedia.org/wiki/Seattle_metropolitan_area) includes numerous smaller jurisdictions, perhaps the best known of them being the cities of Redmond (where Microsoft is headquartered), Renton (where Boeing manufactures 737 aircraft) and Everett (where Boeing manufactures 777 and 787 aircraft, and the location of Naval Station Everett). In 2014 we had events in Seattle and Kirkland, which are on opposite sides of Lake Washington. Bellevue is immediately south of Kirkland, and it is often far easier to transit between Bellevue, Kirkland and Redmond than any of those eastside cities to or from Seattle. Conveniently for us, Impact HUB has offices in Seattle and Bellevue, and we will take advantage of the ability to apply our single rent payment to use Impact HUB's services on either side of the lake. Later this year, and not directly relevant to this this startup grant request that we are making to WMDC, we also intend to register and spin up operations in the City of Portland in Oregon where our board member Another Believer is active. We may also have events in Kirkland again which would require a Kirkland registration (although we may discuss whether it's necessary to register in both Bellevue and Kirkland if we can consolidate our activity in Bellevue, or if the City of Kirkland will grant us a de minimis exception). Our longer-term goals include operating in Vancouver BC, which will require cooperating with the Canadian authorities. Cascadia's geographic reach necessitates that we operate and register in multiple jurisdictions if we intend to have broad programmatic reach, facilitate ease of access for participants, and operate in a legal manner. *(5) In line item 9, what is the nature of the high-security checkbook, and why is it required?* BECU offers only one kind of high-security check through its check vendor, Deluxe. Given that we intend to request a substantial PEG from WMF soon, it seems prudent that we would want to protect CWUG's funds from check fraud to the maximum extent reasonably possible. I'm cc'ing this email to Alex in case she and GAC are interested in any of this information as well. I hope that this email answers all of your questions and concerns. Please let me know if you have any additional inquiries. Thanks! Pine *This is an Encyclopedia* <https://www.wikipedia.org/> *One gateway to the wide garden of knowledge, where lies The deep rock of our past, in which we must delve The well of our future,The clear water we must leave untainted for those who come after us,The fertile earth, in which truth may grow in bright places, tended by many hands,And the broad fall of sunshine, warming our first steps toward knowing how much we do not know.* *—Catherine Munro* On Sat, Jan 24, 2015 at 4:57 PM, Kirill Lokshin < kirill.lokshin(a)wikimediadc.org&gt; wrote:

Kirill, 1. I suspect that statement from DOR that you cited is in error because it appears to me from the information that I linked that a trade name registration is also required for orgs that do business under their Secretary of State registered name. I believe that the page that you cited is intended as a resource for those who intend to register *additional* trade names, which we do not. 2. Yes, I confirmed that HUB will let us use both locations. However I believe that we will get only one mailbox, and HUB said that if we rent 24 hour access in the future that we would get a key for only one site. 3. I have not yet had time to investigate registered agent services further. Pine On Jan 25, 2015 6:47 AM, "Kirill Lokshin" &lt;kirill.lokshin(a)wikimediadc.org&gt; wrote:

Kirill, Ok I will discuss the trade name issue with DOR. If you are correct, that will save us $5, thank you. Registration with SOS and licensing with DOR are separate matters. The SOS fee is the $30 line item. Regarding a registered agent, yes Washington requires one, I just have not had time to get this finalized and was perhaps optimistically hoping that HUB would agree to do this for us at zero additional cost since we intend to pay them for mailbox service anyway. I have looked at standalone registered agent services and was not impressed with issues like typos on their web pages and complaints recieved on rating services. One had a good BBB rating but also several complaints. I will follow up on Monday or Tuesday. Pine On Jan 25, 2015 7:51 AM, "Kirill Lokshin" &lt;kirill.lokshin(a)gmail.com&gt; wrote: