Katie 2013 Log: Difference between revisions

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==Wed July 24, 2013==
*Outcome of[https://docs.google.com/a/opensourceecology.org/presentation/d/1WxHwgfrDPeNXiuLmZZf8AdznMVzNeXKHy5bYRVUwh8Q/edit#slide=id.gf506ac00_05  July 24, 2013 Dozuki Meeting]
==Tue July 23, 2013==
==Tue July 23, 2013==


Revision as of 17:46, 24 July 2013

Wed July 24, 2013

Tue July 23, 2013

  • Re-directed Product Lead's planning priorities - slowing down the schedule, finish outstandings of LifeTrac 5 and focus on the must haves for the microhouse
  • Tech Community Manager notified of tomorrow's shift from weeks DPV goals to project planning
  • Aaron Makaruk continues to backfill OSE Executive Staff with information - thank you Aaron
  • At Tech Community Manager's recommendation, OSE homepage will include Volunteer link with the following landing pages:
    • Design Sprint, DPV, Workday (workdays need to be discussed, 1) propose non-Saturday workdays until the manpower to manage is available and 2) remove $50 participation fee
  • Confirmed Aug 5 IP Meeting
  • Meetings 9AM to 2PM
  • Answered CBIZ inquiries via phone
  • Working July & August Operating Budget
    • Updated Bed Logistics to provide personnel numbers for DPV weekly food costs

Mon July 22, 2013

  1. Kicked off Planning Agenda July 22-24, 2013
    1. Doc Man is creating a Machine Dashboard Skeleton on Dozuki, using the ironworker as the template. This skeleton is to include all the design/build development steps listed on the left side of the Design/Build Development Checklist. This will create a one stop shop for machine specific collaborators, collaboration, and deliverables.
    2. Tech Community Manager and Product Lead built Machine Development template in Project Manager using the 9 phases listed on the right side of the Design/Build Development Checklist. This template is generic and must be modified for each machine as Product Lead builds schedule out. The following steps were used to complete the template build:
      1. Input checklist steps into PM
      2. Verify each phase must be completed entirely prior to advancing to the next phase
      3. Identify parallel and sequential sub-phases - link, de-link as necessary
      4. Recognized that design sprint must be redefined to include collaboration conducted throughout the week, without a design sprint manager, but using the Machine Dashboard to manage/organize
      5. Following design sprint discussion, modified Machine Development template to Machine Development M-F template - 5 day work week, rather than 6 - this emphasizes the goal to use PM as a real world tool
      6. Prioritize ongoing machine builds
        1. CNC TT (return to this later, following ED and Product Lead discussion
        2. Tractor
        3. Brickpress
        4. Backhoe
        5. Car
    3. Outstanding - awaiting PM support desk response regarding automatic start date adjustment
      1. Finished with Product Lead inputing Backhoe into PM
  • Coordinated with Solari regarding today's phone call, notified ED
  • Coordinated with IP Lawyers regarding next week (July 29th) meeting - possibly rescheduling to August 5th
  • Updated Planning Agenda Tuesday July 23, 2013:
  1. Ops Meeting - ED & Operations Manager Sync
  2. Weekly Planning and Review: Goals and Recap
  3. (T) ED, OpsMan, & Product Lead Module vs. Non-module discussion
  4. Documentation Manager meeting w/ all regarding Machine Dashboard Skeleton
  5. Work independently:
    1. Operations Manager begin to input Programs into PM to then schedule outstanding events & tasking
    2. Technical Community Manager continue meeting touchpoint goals for DPV recruiting
    3. Product Lead continue building out schedule base on prioritized list
      1. CNC TT (return to this later, following ED and Product Lead discussion
      2. Tractor
      3. Brickpress
      4. Backhoe
      5. Car
  6. Meet to review and discuss schedule built in PM:
    1. Verify PM will work as a primary scheduling tool
    2. Review and discuss schedule
      1. Sequence of events
      2. Timeline of events - resource assumptions, which should mirror reality or the expected reality
      3. Gut check - is this schedule reasonable - pessimistic or optimistic - which view do we want to take (Ops Manager recommends taking a pessimistic view at the start of our scheduling initiatives, then cut back timelines after OSE develops processes, executes process, and then refines based on execution lessons learned or Prototype Assessments

Sun July 21, 2013

  1. IP Agreement on wiki
  2. Depending which development process is chosen, discuss Landing Pages - will they be module or machine based, will they be wiki or Dozuki based?
    1. Schedule Saturday Documentation Sprint, introducing Dozuki
    2. Build 50 machine Dozuki/Wiki Landing Pages or Unknown number of module Dozuki/Wiki Landing Pages - include Infographics
  3. Ensure schedule prioritizes finishing 6 in 60 machines
  4. Workshop
    1. Develop Workshop Safety and Orientation Course - Workshop Guidelines
    2. Inventory Storeroom or Designated Area
    3. Tools Storeroom or Designated Area
    4. Finished Goods Designated Area
    5. One initial overhaul asap
    6. routine organization and inventory prior to each build
    7. Develop Workshop Safety and Orientation Course
    8. OSHA - General Industry
      1. OSHA - Occupational Noise Exposure
      2. OSHA - Personal Protective Equipment
      3. OSHA - General Environmental Controls
  5. Sans Retreat - integrate fun events into OSE's ongoing schedule - to include DPVs - this aims to solve overworking Executive Staff & DPVs
    1. Royals - 1hr 7min south of Maysville
    2. St. Jo nightlife
    3. St. Jo art & culture
  6. Time for Ops Man to review and implement OSHA standards
  7. Refine/review Community Standards
    1. OSHA standards
    2. Address why DPVs are not reading the standards prior to arriving
  8. Add to Test Plan
    1. Backhoe to put in the drainage tubes through the forest
    2. Bulldozer to level grounds
    3. Microtrac to mow
    4. Open up access to HabLab through the forest road and close direct access road

Sat July 20, 2013

  1. Identify which Development Process will be templated into Project Manager - currently there are 3 draft processes
    1. Design Process - Draft created by ED and TechComManager
    2. Design/Build Process - Draft created by Product Lead with ED collaboration
    3. Design/Build Development Checklist - Product Lead Design/Build Process with ED checklist incorporated
  2. Build a Development Process Ribbon to represent timelines - time permitting prior to July 22, input example here
  3. Template Development Process into Project Manager or adjust the template Audrey has already worked
  4. Identify which projects are currently ongoing
    1. 6 in 60 closeout
    2. Hydrafabber
    3. CNC Torch Table
    4. Welder
    5. OSCar
    6. Articulated Tractor
    7. Microhouse
  5. Identify where in the above Development Process Ribbon each project is located
  6. In excel, build schedule incorporating ongoing projects and Product Lead Schedule and Development Process Ribbons - this will allow us to tentatively plan, easily moving around projects
    1. Upload schedule into Project Manager - in the future Project Manager will be the first tool to scheduling, but right now this step is necessary > scheduling is the primary focus and by using familiar tools, scheduling will remain the primary focus
  7. Depending which development process is chosen, create a standard module landing page on the wiki - time permitting prior to July 22, input example here
  • Added to Planning Agenda July 22-24, 2013
    • Close out interview with Cory and Leandra
      • OSE Operations - How OSE Executive Staff works, company processes < ongoing development of company processes
      • OSE Lessons Learned - personal, OSE, product design, and manufacturing, etc. - purpose > to create recruiting video and improve DPV experience
    • ED to approve Employee Handbook
    • Workshop overhaul, organization, and inventory
      • One initial overhaul asap
      • routine organization and inventory prior to each build
    • Dozuki orientation
      • for Executive Staff
      • for collaborators
    • 6 in 60 Open HotWash
    • LifeTrac 5 Open Hotwash
    • Infrastructure assessment - purpose to identify needed improvements and prioritize
  • Updated Emily regarding Doc Man's timeline to provide closing information on build

Fri July 19, 2013

Thur July 18, 2013

  • Comp Day
  • Bradley Morris Invoice received
  • Spark departed 0530PM with power cube, to be returned by Tom Giffing, time TBD

Wed July 17, 2013

Tue July 16, 2013

Goals for the Week:

  1. Budget for 22July - 22Aug, 2013
    1. Create time ribbons for the Development Check List, which ensures that the Design Process and Product Lead's Build/Design Process wickets are both met in a formal and accountable environment.
    2. Using the above ribbons, create a plan, then schedule, using Product Lead's Schedule input. Outcome will mirror my OSE Initial Planning concept.
    3. Using the schedule, create a budget

Recap Last Week:

  1. Complete Logistics for Spark - Necessary paperwork completed by all personnel, No events with the bathroom reported, No bed issues reported, Food preparation and delivery went smoothly for all personnel with impromptu lunches, as well as normally scheduled dinners, No issues reported regarding airport or departure logistics
  2. Set up accounting infrastructure:
    1. Infrastructure is not complete: Inventory Storeroom or Designated Area, Tools Storeroom or Designated Area, Finished Goods Designated Area
    2. Documents are not complete, but inprogress: Materials Requisition Form, Transfers Out of Storeroom, Transfer to Finished Goods, Accounting Manual
    3. Filing: In need of Vendor, Completed Chronological
    4. Budget - Initial outline created Operating Budget as an outline/starting point, but need to integrate Product Lead's Schedule

Mon July 15, 2013

  • Spark ongoing
  • Update to OSE Operating Budget - DocMan payment, DocMan travel, DocMan reimbursed for materials/parts
  • BofA To Dos today at 4PM:
    • Petty Cash Cards
    • Signatory
    • Second Deposit
  • Updated Bed Logistics for John Stager's arrival tonight > Blue Room
    • Info'd current DPVs to expect John tonight
  • Doug at Sweiger Shop will email recent receipts. Update Brian Sweiger - mocop1120@yahoo.com

emailed receipts, forwarded to Marcin for BOM. See June & July Sweiger Shop Receipts

Sun July 14, 2013

  • Building OSE Living Budget
    • Payroll
    • Recent Spark purchases
  • Miguel Castro arriving - bed assembly in Pink room

Fri July 12, 2013

Thur July 11, 2013

Wed July 10, 2013

  • Solari Interview questions forwarded with OSE landline number provided.
  • Added the following to OSE Org and Ops Manual:
    • Rules regarding Travel notification between Executive Staff members and Operations Manager
  • Researching Keepass - Found Keepass did not open consistently and shutdown unexpectedly. Will revisit and until then maintain current password set up.
    • Keepass takes 6.7MB of space
    • XQuartz takes 198.7MB
    • Mono takes 107.MB
  • Trash pick up For reference see Dumpster Size Pictures
  • R&W - 816.632.3590
    • 2yrd $60 per month, pick up Thur
    • 4yrd $75 per month, pick up Thur
    • Allowed 8 bags per week $25 per month, pick up Thur
  • Deffenbaugh - 816.238.7900 - Deffenbaugh will call back to confirm whether or not they service this area.Update from this AM: Deffenbaugh's rate do not include about $10 of surcharges and admin fees. Local Deffenbaugh POC can be reached at 816.876.0911 (name unknown, cell)
    • Update from this AM 4yrd $54 per month, pick up weekly This is a competitive price, due to weekly pick up.
    • 6yrd $64 per month, pick up weekly
    • 8yrd $82 per month, pick up weekly
  • Advance Disposal - 660.385.5426
    • 2yrd $32 per month, $43 per two weeks, $80 per week
    • 4yrd $40 per month, $56 per two weeks, $90 per week
    • 6yrd $47 per month, $56 per two weeks, $119 per week

I recommend using Advance Disposal's 4yrd $40 for pick up every month or $56 for pick up every 2 weeks

Tues July 9, 2013

  1. R&W - 816.632.3590
  2. Deffenbaugh - which does not service Maysville per website, but will call, 816.238.7900
  3. Name unknown - Michelle's father uses this service for his bar, so possibly the best option, 660.385.5426
  • Jeff Moe and Dawn, Lulzbot referred Wildrock PR to OSE. Scheduling phone con with Alicia Beard early August.

Goals for the Week:

  1. Continue setting up accounting infrastructure:
    1. Infrastructure: Inventory Storeroom or Designated Area, Tools Storeroom or Designated Area, Finished Goods Designated Area
    2. Documents: Materials Requisition Form, Transfers Out of Storeroom, Transfer to Finished Goods, Accounting Manual
    3. Filing: Vendor, Chronological
    4. Budget
  2. Four protocols pending for ED review, but not complete. Once these are approved, focus on filling out the OSE Org and Ops Manual rather than finalizing protocols - putting the content together is more important now, finished products later
    1. Accounts Management
    2. Positional Email Management
    3. Weekly Planning and Review
    4. Wednesday Blog Update

Recap Last Week

  1. Logistics for Spark are reasonably complete. Parking will be managed as people arrive, but beds are on site, people logistics are handled, food is planned and bought, printer has arrived: medical and liability waivers can be distributed upon arrival.
    1. Plumber is still ongoing, need 2 additional bids
  2. Accounting Infrastructure is ongoing. Completed items are the most immediate: Travel Forms, Materials Requisition Forms


Mon July 8, 2013

  • Sent heads up to Elifarley regarding IP To Do's:
  1. Creating a wiki account consent form Update: Possibly using this CCAgreement page as a template
  2. Pop up for Portugal and South Africa
  3. Emailing persons already holding wiki accounts

Sun Jul 7, 2013

  • Plan and shop for July 8, 2013 week, including The Spark arrival

Thu Jul 4, 2013

Wed Jul 3, 2013

  • CenturyLink
    • Transitioned from residential to business service, from 1.5MBps to 5.0MBps speed (Caveat - price increase). Per CentuyLink, this transition will also add OSE to all the search engines, just a note, not a reason to transition.
    • OSE numbers, Unlimited national call service (note if needed: international service is additional $5.95 per month)

+1 816.449.2307

+1 816.449.1239

Tue Jul 2, 2013

  • Spoke with plumber via phone to receive quote. Outcome: quote to be emailed tomorrow, follow up needed.
  • Lesson Learned wrt Amazon: Mattress delivery intercepted by unknown personnel, Unable to ship replacement product due to stock out, Amazon service center shopped around (saving OSE man hours) and provided links adequate replacement product.
    • Lesson Learned - OSE requires a Receipt of Shipment protocol
  • Set up 2 bed, 1 empty frame - Capacity is 9
  • OSE Org and Ops Manual Added:
    • Interim Protocol - Completion of Statement of Work
    • Interim Protocol - Selecting a Vendor, Contractor, or Service Provider
    • Materials Requisition Form Log
  • Accounting To Do:
  1. Infrastructure:
    1. Inventory Designated Area
    2. Tools Designated Area
    3. Finished Goods Designated Area
  2. Documents:
    1. Materials Requisition Form Log
    2. Transfer of Material out of Inventory
    3. Transfer of Work in Processes to Finished Goods
    4. Accounting Manual (which will be integrated into OSE Org and Ops Manual for single source access)
  3. Filing:
    1. Chronological filing (completed last week)
    2. Vendor filing
  4. Living Budget (simple)
  5. Input receipts into GNUcash

Thanks to Aaron Makaruk for setting up the Accounting Manual for reference and copy.

Goals for the Week:

  1. Complete Logistics for Spark: Parking, Bed set up, On-boarding protocols for visitors to ensure collection of medical, waivers, and liability paperwork.
  2. Set up accounting infrastructure:
    1. Infrastructure: Inventory Storeroom or Designated Area, Tools Storeroom or Designated Area, Finished Goods Designated Area
    2. Documents: Materials Requisition Form, Transfers Out of Storeroom, Transfer to Finished Goods, Accounting Manual
    3. Filing: Vendor, Chronological
    4. Budget

Recap Last Week

  1. Four protocols pending for ED review, but not complete. Goal was to complete 3 protocols.
    1. Accounts Management
    2. Positional Email Management
    3. Weekly Planning and Review
    4. Wednesday Blog Update
  2. Master GNUcash and organize finances to create a balance sheet. Update, organized finances, but need to input into GNUcash.
  3. Logistics assessment, foresight, communication, and control preparations for upcoming surge in personnel: plumbing, parking, trash, food, bedding. Outcome: Plumber arrived Jul 1 2013, will return with a quote. No plan for parking. Trash will be taken out this week, but a long term solution is not in place. Informed Spark producer of the food and food storage situation at FeF. Eight beds are set up and mattress pads are provided.


Mon Jul, 1, 2013

  • Accounting Assessment Meeting, outcome: tasking related to accounting infrastructure
  • Tech Community Sync Meeting, outcome: create Project Manager module template and future wiki module template
  • Plumber arrived, to return with a quote
  • Neon - action for ED


Sun Jun 30, 2013

See OSE Organization and Operations Manual. Significant changes since Sat 29, 2013 build.

Sat Jun 29, 2013

Chapters

  • 1.1 - OSE Board of Directors
  • 1.2 - OSE International Organizations, Mission, and Functions
    • 1.2.1 - Executive Director
    • 1.2.2 - Operations Organizations and Functions
    • 1.2.3 - Technical Community Organizations and Functions
    • 1.2.4 - Product Lead Organizations and Functions
    • 1.2.5 - Documentation Manager
  • 1.3 - OSE Regional Organizations and Functions
    • 1.3.1 - OSE North America
    • 1.3.2 - OSE Europe
    • 1.3.4 - OSE South America
    • 1.3.5 - OSE Asia
    • 1.3.6 - OSE Africa
  • 1.1A - Appendices
  • 2.1 - Cross Organizational Boards/Councils External to OSE
  • 2.2 - Commercial Affiliates
  • 2.A2 - Appendices
  • 3.1 - General Administrative Procedures
  • 3.2 - Correspondence and Records Management
  • 3.3 - Employees
  • 3.4 - Security
  • 3.5 - Information Technology
  • 3.A3 - Appendices

Fri Jun 28, 2013

  • MSC order placed with Saturday Morning delivery Square End Mills (1) & Square End Mills Monday
  • Updated OSE Account Management with FedEx, USPS, & MSC and Vendor Database with MSC.
  • Check mailed to Pondus, LLC covering Invoice #1008
  • Intern admin note
  • OSE is officially enrolled in Project Manager. Will provide notes regarding how the suite's functions are beneficial, and possibly not beneficial. Expecting the pros to significantly outweigh the cons.
  • HP Office Jet Pro 8600 prints 2300 sheets per cartridge.
  • OSE Initial Planning - This document, or something similar following ED review, will kick off the Executive Staff planning discussions. It's sole purpose is to provide the entire staff with an overview, direction, and perspective.
  • Schedule Scrub, below are upcoming events:
    • 30-06 July - Kavitha arrives, Caleb departs, Finish 6 in 60, July 4th
    • 07-13 July - IP Meeting, John Motloch arrives, Doc meeting w/ Yann, Module Management Turnover w/ Prod Lead, Gerard Cox meeting, Emily Eakin Arrive, Spark Arrive, Single Day Build
    • 14-20 July - Meet with Jenn, Meet with Robert, BofA Admin errand, Continue Module Management Turnover, Identify and develop protocols for 1Mo out, Tech Comm Sync Meeting

Thur Jun 27, 2013

Wed Jun 26, 2013

  • Aaron Makaruk turned over the Annual Fundraising Plan 2013 he was working on. He estimates that it will take about a month to complete it the plan. Having his framework and idea puts me way ahead of schedule, had I started from scratch. Thanks Aaron.
  • Goal this week is to master GNUcash. A step toward this is to first master OSE's office space. All OSE's paperwork was sorted today, tomorrow, I complete filing; this includes 3 years worth of receipts.

Tues Jun 25, 2013

  • OSE ramping up to accommodate 12 people
  • (T) Colby Thomson visiting July 8, in the PM
  • Audrey, our Technical Community Manager, is coordinating a TrueFan visit, Matt Tyler, from July 1-3. Bed Logistics. Chris and Jordan have been notified. Need to ensure Matt's bed is ready/set up.
  • July 8, 1030AM CST meeting with Yann re: Documentation Management
  • Marcin connected withProf. John Motloch. Through mutual collaboration and aligned goals, together, we may be able to make some significant progress on a microhouse and wheatboard.


Goals for the Week:

  1. Complete three OSE Protocols. Five currently PENDING OSE Protocols.
  2. Master GNUcash and organize finances to create a balance sheet.
  3. Logistics assessment, foresight, communication, and control preparations for upcoming surge in personnel: plumbing, parking, trash, food, bedding.

Recap Last Week

  1. Last week researched OpenERP, however, OSE needs an ERP suite with a stronger project management focus. Audrey our Technical Community Manager has the strongest PM background. During her research she came up with Project Management and Smartsheet - Smartsheet is winning in the comparison thought process, primarily due to the feedback we have received from other experienced users.
  2. Established OSE Schedule for the OSE Core Team. The ED gets credit for making this a valuable tool. Without top down support, the OSE Schedule would just be a plan, but this past week, it has been enforced and therefore becoming a useful tool.
  3. Intended to push three OSE Protocols from idea to approval. Only pushed one through to approval. Wrote five. PENDING OSE Protocols.

Mon Jun 24, 2013

Sat Jun 22, 2013

Fri Jun 21, 2013

  • First OSE Protocol approved by Executive Director, located here: Protocols
    • Protocols, approved by the Executive Director, ensure that 1) complex operations function harmoniously, 2) processes are accessible for open source collaboration for the purpose of optimizing efficiency, and 3) turnover of processes are simple and comprehensive.
  • Spark Team and OSE are wrapping up logistics wrt to their upcoming visit to FeF: July 8-15th visit; Emily Eakin is joining us for their visit.
  • Requested Gerard Cox to give us his opinion on project management suites our Technical Community Manager identified and is looking into for implementation: Project Management & Smartsheet. Please provide input on either if you have any experience using either.

Thur Jun 20, 2013

  • OSE's bed capacity assessed - needs to increase before our next surge of visitors coming soon
  • Piranha Ironworker blades ordered and enroute
  • Interns have been working overtime, compensation days documented for payback
  • Speaking with Spark team to coordinate schedules
  • Logistics coordination amped up wrt to a slight surge of arriving in the next few weeks
  • OSE Protocol Template out for Executive Director's second review
  • OSE Protocol Wednesday Blog Update out for Executive Director's first review
  • OSE Protocol Weekly Planning and Review out for Executive Staff's review

Wed Jun 19, 2013

  • Latakoo for OSE
  • Hydraulics order complete and parts enroute
  • Tuesday Blog Update posted
  • Google calendars shareable...jumped through intense admin options to make happen
  • Filing system built and files organized in OSE Drive
  • OpenERP might not be our best option, due to program management requirements/needs
  • Operations and Executive Staff meetings stood up - communication improving
  • Accounting turnover ongoing

Tues Jun 18, 2013

  • Operations Tasking list reviewed
  • Super Admin access gained and calendar kinks ironed out
  • Hydraulic order ongoing
  • Working Protocols - 2 of 3 out for team review
  • Learned a bit about our servers - expect to learn more about their ERP options

Goals for the Week:

  1. Decide which ERP to implement. Currently considering OpenERP.
  2. Establish OSE Schedule for the OSE Core Team. Managing the content will determine its value. If the content is substantial, meaning, meeting happen when scheduled, then it is a valuable resource.
  3. Write, collaborate with OSE Core Team, and route for approval three OSE Protocols.

Recap of Last Week:

  1. Goal: Drive from DC to MO and find housing in a single week > Done.
  2. Goal: Claim Missouri residency and register for Missouri plates > Residency claimed and while plates are still due, they are not in the red.
  3. Planned to meet with Marcin on Friday. We were able to meet on both Thursday and Friday (about 4 hours total).
  4. Lastly, I was able to link up with an impressive mentor.

Mon Jun 17, 2013

Check.pngFirst day at FeF.

Open IP Meeting Notes w/ Andrew Rens & Catharina Maracke - discussed OSHW License and OSHW Contributor Agreement.

Moving forward with Open ERP. Spoke with Jeff Moe to discuss options, he provided great points.

Beginning to write OSE Protocols to 1) establish standard protocols, 2) allow for collaborative review of OSE's internal operations so inefficiencies are corrected, 3) allow for seamless turnover and tasker sharing.

Sun Jun 16, 2013

OSE Standard Processes (SP) update:

Please see Standard Processes to provide recommendations, comments, concerns.

Next step is to identify and create SPs. SPs will be created by the process owners.


ERP

Notes taken while viewing Open ERP during the free trial: 1) Project visibility provides options: All Users, Portal Users and Employees, Employees Only, Followers Only 2) Projects are broken into stages: Specification, Design, Development, Testing, Done, Cancelled, Analysis, Merge, plus the option to create stages 3) Can create tasking complete with assignment, project associated, etc. 4) Easy to use! 5) Reporting - 1) reports on projects/tasks > Task Summary, project associated, deadline, priority, time planned for, time spent, progress, stage, 2) HR > Leave Type, Maximum Allowed, Leave Taken, Leave Remaining (sick, compensatory, unpaid, etc.) 3) Task Analysis > number of tasks, number of days, total hours, remaining hours, effective hours, avg. plan. eff., Days to open, Days to close, Overpassed Deadline, Progress 4) Reports Project's Cumulative Flow 5) Invoicing tracks Customers (not yet applicable), but more importantly Suppliers > Invoices, refunds, receipts, payments, suppliers 6) CRM tracks customers, leads, opportunities, also Phone Calls (logged and scheduled) 7) Accounting & Finance < Very organized and simple!

Everything I am seeing is positive!

Enterprise Resource Planning [ERP] research/considerations for OSE:

Options listed on Thu May, 30, 2013 focus primarily on project management operations (PMO) and tasking. Marcin recommended looking into Open ERP. ERP packages are going to provide a more comprehensive operational toolkit. Below are additional ERP options with comments/impressions:

Going down Wikipedia's List, plus additional web surfing:

  1. A1.IO - Focus is on business, education and HR, medium to larger organizations, pricing not listed
  2. Adaxa - Provides standard ERP modules, requested pricing today
  3. ADempiere - Site states, "There is no such thing as Quick Start ERP. Getting involved with this application will take time" (Citing this link: http://www.adempiere.com/Getting_Started#Try_it_On-Line Getting Started]). At first look, ADempiere is free, funded by ADeV. No PMO.
  4. Compiere - No PMO, low cost (exact cost not listed)
  5. Dolibarr - Free, but add ons are priced (Dolibarr downloads). Designed for smaller organizations and foundations. Not PMO focused.
  6. Epesi - Not PMO focused. Strong CRM support. Free, but add ons are priced.
  7. GNU Enterprise - unable to load site
  8. Helium V - Pricing increases with increased users, see pricing.
  9. Jfire - Free, no PMO focus.
  10. Kuali Foundation - Education focus.
  11. Check.pngOpenERP - Open ERP provide tracking of PMO and tasking, as well as many other modules, which I think are necessary for maintaining organized operations. Pricing is $49 per month.
  12. Project-open - Mostly free, but access to the Financial Reporting module is priced. See link to project-open pricing. PMO.

...

RECOMMEND Open ERP: After web surfing through many ERP options, I recommend OSE use Open ERP. NEGATIVE: 1) Although it comes at cost, the cost looks to be a fixed cost. POSITIVE: 1) Looks to be incredibly user friendly and intuitive. In my experience, if a program is not user friendly, it is worthless since people refuse to use it (input information). Programs are often only as good as the inputted information. 2) PMO applications with chat capability. 3) Already trusted by millions < customer reviews are positive and numerous

Sat Jun 15, 2013

Commenced building OSE's methodology for creating and implementing internal Standard Processes.

Thu May 30, 2013

FYI on OTHER open source OPTIONS for tracking projects and tasking:

IMPORTANT: The below information, posted under Thursday, May 30, 2013's entry, is sourced from the following site Nilambar.net. Author: Nilambar Sharma; Title: 15 Best Free Open Source Project Management Applications and Tools; Publication Date: Thursday, November 15, 2012.

1) WebCollab webcollab.sourceforge.net

- Easy to read and intuitive screen layouts. Most users can use WebCollab ***without training***

- Individual users are assigned rights and permissions. Users can also be put into groups with controlled rights and permissions.

- Projects and tasks progress and approaching deadlines are graphically highlighted.

- Changes are personally highlighted for other users to see.

- ***Changes and new items can be emailed to affected users***

- WebCollab is released under the General Public License (GPL). Essentially this means you may download, use, deploy, re-distribute, or even modify it as you wish, all free of charge.


2) Redmine.org

-Multiple projects support

-Flexible role based access control

-Flexible issue tracking system

-Gantt chart and calendar***

-News, documents & files management

-Feeds & email notifications

-Per project wiki***

-Per project forums***

-Time tracking

-Custom fields for issues, time-entries, projects and users

-SCM integration (SVN, CVS, Git, Mercurial, Bazaar and Darcs)

-Issue creation via email

-Multiple LDAP authentication support

-User self-registration support

-Multilanguage support

-Multiple databases support


3) Collabtive

-Unlimited projects, milestones, tasklists, and tasks

-Unlimited members with user profiles

-Role-based permission management

-Messaging and instant messaging

-File management

-Timetracking

-Timetracker reports, activity logs and messages in PDF format

-Export user profiles as vCard

-RSS feeds for messages and tasks

-Synchronization of calendars via iCal task export

-Excel files from activity logs and timetracker reports

-E-mail notifications

-Fully themeable

-Available in more than 30 languages


4) The TaskJuggler Project Management Software

- Serious project management

- Optimizing scheduler that computes project time lines and resource assignments based on the project outline and the constraints that you have provided.

- Manages tasks, resources and accounts of your project

- Powerful to-do list management

- Detailed reference manual

- Simple installation

- Runs on all Linux, Unix, Windows, MacOS and several other operating systems

NEGATIVE

- may be too intense - if it's not user friendly ppl won't use it

Sat May 25, 2013

In progress: OSE Chubb Insurance Application (Current) to Hiedi Walker. I need access to From May 14, 2013 for 12 Months

!!!The OPEN IP AGREEMENT is entirely revised based off this hbs template. Please see the May 25, 2013 OSE Work for Hire & Assignment Agreement to ensure Open Intellectual Property

Tue May 21, 2013

Open IP Agreement is ready for review. I included the original (April 15, 2013) draft. I made substantial changes, all to simplify the agreement, while ensuring IP produced during employment by and collaboration with OSE is open.

Mon May 20, 2013

Editing Edited OSE Team Member Handbook and Open IP Agreement

Wed Apr 24, 2013

Open IP Agreement (editing)

Bios (compiling)

Head Shots (compiling)

Tue Mar 19, 2013

Final assignment summary - File:Katiefinal.docx

Mon Mar 18, 2013

Drafting Project Summary Plan

Building-cost.net inputs:

Inputs:

How many corners does this home have? Four corners

Enter the total living area in SF. 256 SF

What is the quailty class of this home? Foundation

Class 6 Slab on grade

Exterior Walls Class 4 Few changes in wall hieght to accomidate a sloping roof

Exterior Finish Class 6 Inexpensive stucco siding

Windows and Doors Class 6 Recommend using reused and recylcled doors and windows. Class 6 reflects costs, not quality.

Roof and Soffit Class 5 Dual pitch (Passive Solar Design) roof with architectural composition tile, 2’ open soffit.

Interior Finish Class 6

Floor Finish Class 5 Needs to stand up to daily wear and tear. Do not recommend minimum quality materials. Do recommend reused or reclcyed flooring or bamboo.

Bathrooms Class 5 Needs to stand up to daily wear and tear. Do not recommend minimum quality materials.

Kitchen Class 6 Modular kitchen

Plumbing and Electrical Class 6 Due to small space, small amount of materials required

Is there an attic, balcony, basement, garage or exterior porch? No

Is this home in a housing tract? No

Is this home built outside the metroplitan area? Yes

Does this house use unit heating or cooling? Yes

How many heating and cooling units are in there? 1 Single floor unit

How many fireplaces in this house? None

Pick the state where this house is being built. Missouri

Pick the nearest Zip are where this house is built. 644-645 Saint Joseph

Sun Mar 17, 2013

Drainage

“Because a slab-on-grade floor is above the surrounding exterior grade, no subsurface drainage system or waterproofing is required.” However, “the ground surface should slope downward at leadt 5 percent (6 inches) over the first 10 feet surrounding the foundation edge” Cite: Builder's Foundation Handbook, p.75.

Septic System

"A septic tank/absorption field is the most common onsite sewage treatment system in use in Missouri. Nearly 30 percent of all housing units in Missouri use onsite wastewater treatment systems most of these are septic tank/absorption field systems. Several surveys throughout the state have shown that 70 percent, or 150,000, of these systems are not functioning properly. Based on the General Soils Map of Missouri, counties in the Missouri Ozarks are particularly at risk. Depending on the county, 60 to 99 percent of the soils show severe limitations for using absorption field systems" Cite: Septic Tank/Absorption Field Systems, by Robert A. Schultheis, an Agricultural Engineering Specialist.

Plan of action: Become familiar with Schultheis's article referenced above. Call every septic professional in and around Maysville, MO for additional insight on 1) wether septic installation is a DIY option and 2) if not, with which septic professional to do business. Taking the time to meeting and familiarize oneself with local professionals is time consuming. However, it is beneficial to budget and system education/understanding. The right septic system meets current/future needs and location code/regulation. The right septic professional takes the time to explain what works in your specific location for your specific needs. Reference Missouri Department of Health's C9 CSR 20-3.060, Minimum Construction Standards for On-Site Sewage Disposal Systems, p.17. Schultheis's above comments emphasize the significance that must be placed on proper installation.

Floor Plan

I recommend a 16 X 16 FT floor plan as a stepping off point. See Tranquil Cottage's 16 X16 Floor Plan. If construction is successful, then future plans can be larger, see additional Tranquil Cottage Floor Plans.

Until the reused and recycled windows and doors are sourced, exact dimensions are unknown. Maximize window surface area in the following order: southern, eastern, western and northern facing. Place the bathroom in the north western corner.

Reused and Recycled Building Materials

Plan of action: Scour local MO locations for reused and recycled building materials, see St. Louis Reused and Recycled Building and Construction Materials. To accommodate for different size windows, doors, this must be completed prior to building house walls.

Advantages: low prices, often superior quality once refinished, contributes character and charm

Below are some pricing breakouts, Amanda Abrams's 2011 Saving Money with Salvaged Building Materials article.

Salvaged oak flooring: $1 to $3 per sq. ft. New oak flooring: $4 to $10 per sq. ft. Average savings for 12x16-foot room: $960

Salvaged interior solid panel door (basic): $20 to $50 New interior panel door: $100 to $200 Average savings: $115

Secondhand pedestal sink: $20 to $250 New pedestal sink: $100 to $800 Average savings: $315

Disadvantages: selection of reused and reclaimed building materials vary, may require extra work to install, such as refinishing or reframing, may deviate from original plans due to size variations, may not be as energy efficient (windows particularly)

Windows

Strongly recommend sourcing windows from reused and recycled building and construction materials.

I digress to show you these incredible Greenhouses. Collecting reusable building materials is beneficial for future projects. I strongly recommend it.

Walls

As directed, see Compressed Earth Blocks for materials recommended. Use the same exterior as stucco coating as Hab Lab.

Orientation

I recommend taking full advantage of passive solar heating, explained here at Energy.gov. Hab Lab mentions the need to dial down heat absorption with respect to Hab Lab's southern facing windows. Due to the aforementioned plan to use reused and recycled materials, particularly windows, this will be a tricky, but possible balance.

Sat Mar 16, 2013

The biggest take away I have from the past couple of days is that building codes and regulations are not posted online. There are international , national, regional, county, city and local codes/regulations. All of which are constantly adapting to climate impacts and technology. That said, the below plan is evolving since the information available is piecemeal. Why is it piecemeal? Traditionally when building, people emulate other local structures. Since one room studios are not common in Missouri, emulating is not an option. The next step is to source building codes and regulations. Google building code and building regulations and you are directed to local contractors, but no building codes and regulations. I was able to rangle an informal conversation with an architect in Alexandria, VA. The architect confirmed that building codes/regulations are not out posted for public perusing. The information can be tapped using local contractors and/or local building departments.

Connecting with a local Maysville or St. Joseph contractor would be ideal.

Wed Mar 13, 2013 to Fri Mar 15, 2013

My primary source for foundation decisions is the Builder’s Foundation Handbook, by the U.S. Department of Energy Building Envelope Systems and Material (BTESM) Research Program out of Oak Ridge National Laboratory. This resource highlights energy efficiency and cost.

Foundation

Three basic types of foundation – full, basement, crawl space, and slab-on-grade Cite: Builder’s Foundation Handbook, p.6.

Four factors to consider when choosing foundation: Cite: Builder’s Foundation Handbook, p.7


1. Site conditions:

a. Topography is rolling hills and plains. The Soil Survey of Dekalb County, Missouri conducted in 1916, is the most recent soil survey. “[Dekalb County] occupies a broad rolling, well-dissected plain, with a gradual slope to south and south east…The surface varies from flat to moderately hilly, although more than 80 percent of the area is only gently rolling. No considerable part of the county is too flat to have a good surface drainage” Cite: The Soil Survey of Dekalb County, Missouri, p.5.

b. Water table location (not an issue for foundation, instead optimistic for sourcing well water) "There is no difficulty in obtaining an abundant supply of water by means of dug wells. The wells are usually 35 to 65 feet in depth, through borings have been made to 165 feet. The depth of the wells generally is equal to the thickness of the layers of unconsolidated material” Cite: The Soil Survey of Dekalb County, Missouri, p.6.

c. Radon: I recommend conducting a self-test to determine local radon level. Some self-test options found here: Radon Test Options. Justification for self-test: The county of DeKalb has a radon level of 4.3 pCi/L Cite: County Radon Info. The EPA’s recommends corrective measures for all levels above 4.0 pCi/L Cite: Radon.com. Corrective measures recommended by the Builder’s Foundation Handbook and the EPA include gravel beneath slab, polyethylene, vent, plastic Cite: EPA Radon Mitigation. If a self-test confirms the local radon level to be above 4.0 pCi/L, then I recommend adhering to the Builder’s Foundation Handbook recommendations with respect to radon mitigation measures.

d. Soil type: “Expansive clay soils on a site requires special techniques” Cite: Builder’s Foundation Handbook, p.6. Based on the information in Soil Survey of Dekalb County, Missouri, I am not considering clay to be an issue. Soil seems to be the primary soil type, recognizing this is an assumption I need to verify.

e. Depth of bedrock – Limestone and shale Cite: USGS


2. Building design is not a consideration here as the Builder’s Foundation Handbook considers building design with respect to aesthetics, which are a low priority. The design will form out of function, but there is little emphasis on aesthetics, if any.


3. Climate determines minimum foundation footing depth. Determining footing depth was enlightening. The following are notes, but the immediate answer is 3 FT. While searching for building codes, “Missouri does not have a statewide building or energy code. Each local jurisdiction has the authority to adopt its own code. In most cases, local jurisdictions have adopted the Building Officials and Code Administrators (BOCA) International, National Building Code (NBC), although the western part of the state has adopted the International Conference Building Officials (ICBO), Uniform Building Code (UBC) and a few localities in the southeast use the Southern Building Code Congress, International (SBCCI) Standard Building Code (SBC). Missouri General Assembly passed a bill that would allow the county commission of any county to adopt a building code subject to voter approval. In creating or amending such code, a calendar year 1999 or later edition of a nationally recognized building code must be adopted. (Section 64.180, RSMo)” Cite: DSIRE.

Interior vertical insulation is the most cost-effective approach to insulating, please see Comparison of Insulation Approaches, Cite: Builder's Foundation Handbook, p.62 the Builder’s Foundation Handbook for comparisons.

Insulation Recommendation for Slab-on-Grade Foundations, Table 4-1 Cite: Builder's Foundation Handbook, p.58: Parameters are the 4-6000 Heating Degree Days (KAN CITY), concrete foundation walls with interior insulation placed vertically, and a lower end price level. Using the aforementioned parameters, Builder's Foundation Handbook recommends a configuration of 2 FT DEEP: R-5 interior vertically placed insulation. However based on further digging, 3 FT DEEP foundation might be required Cite: DIY Forum. Must connect with a local contractor.

“The construction system in all cases is concrete with foundation wall extending 2 or 4 feet deep with the upper 8 inches of the foundation wall exposed on the exterior” Cite: Builder's Foundation Handbook, p.58-59. Based on Table 4-1 in the Builder’s Foundation Handbook, 2 FT is recommended, but due to this DIY Forum I am recommending 3 FT.


4. Local cost: “Virtually any foundation type and construction system can be built in any location in the United States. The relative costs, however, are likely to differ. These costs reflect local material and labor costs as well as the availability of certain materials and the preferences of local contractors” Cite: Builder's Foundation Handbook, p.7.

Foundation recommendation summary: Slab-on-Grade Foundation with a 3 FT DEEP perimeter, vertically placed R-5 interior insulation. See Figure 4-16 Cite: Builder's Foundation Handbook, p.74. A significant note when referring to Figure 4-16 is that the insulation is horizontally, not vertically placed. Refer to Figure 4-15 Cite: Builder's Foundation Handbook, p.74 for the insulation piece.

The above design concept, uses a brick veneer, see the Wikipedia page on Masonry Veneer for additional veneer information and references. However, assuming that the mud bricks produced at Factor e Farm are structural bricks, I recommend brick construction rather than brick veneer. See the Wikipedia page on Masonry for additional masonry information and references. Interior above ground insulation can be added later.


Tue Mar 12, 2013

Reviewed parameters of Test Assignment received from Marcin Jakubowski on Mar 11, 2013. Created Katie Log.

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