2023-03-29 CDLNZ-PT Meeting Note

Facilitator intro

Gem

Updates

Analytics Work

Work on/discuss Payments and Projections report

• What challenges do we still have if we split the report into two different reports for projected and expended?

Timeline Review

Before end of April we want to:

• Formalize our thoughts around the funding and why

• Finish documentation, provide an overview

• Create a game plan for the POL entry

• Review ideas for presentations we want to do

• Review the Asana board

• Tier 2 discussions

• Analytics??

Next Steps

5

Parking Lot / Overflow

Future Analytics Reports:

• Payment Documents (one per resource)

  • including historical information of payments on a resource (a POL), their past cost share percentages & dollar amounts, and increase % history

• Expenditure Reports (resources paid within the month - one per campus)

• Quarterly recharge (one per campus)

• List of orders and connected collections

For reference: Out of Office/Vacation Schedule