Operations
The boring sphere. The Section 88 examiner will read this carefully.
Finance & banking
- HK bank account — open after CLG incorporated. Likely HSBC Business Banking (slow) or Statrys (fast, fintech). Not Mainland banks for charity flow.
- Accounting — Xero or QuickBooks. Single source of truth. Reconciled monthly.
- Audit-ready bookkeeping — every receipt scanned + filed.
finance/{YYYY}-Q{N}-disbursements.mdandfinance/{YYYY}-Q{N}-receipts.mdmirror the books. - Transfer pricing — if Mainland operations open later, transfer pricing rules between HK and Mainland charities apply. Defer.
IT
- Domain & DNS —
mishafoundation.org(target). Cloudflare. Run by Egor’s existing CF infrastructure. - Email —
[email protected]plus role aliases (board@,info@,grants@). Likely Google Workspace (cheapest 501(c)(3)-equivalent route + best deliverability). - Wiki & website — Quartz for wiki (
wiki.mishafoundation.org), separate landing page formishafoundation.org. CF Pages for both. - Vault — this Obsidian vault (
~/MISHA/). LiveSync via existing CouchDB infrastructure. - Document signing — DocuSign or HelloSign for SAB letters, grant agreements, board minutes.
Vendors
- HK lawyer (one-off CLG review)
- HK accountant (annual)
- US fiscal sponsor (annual fee, typically 5-7% of US flow)
- Brand identity contractor (one-off)
- IRB consultant (registry program)
Insurance
- D&O (Directors & Officers) liability — once board ≥3 directors. Defer.
- Cyber liability — once registry holds patient data. Required.
- General liability — if hosting in-person events.
Vendor file pattern
operations/vendors/{vendor-name}.md with frontmatter:
type: vendor
service: ...
contract: documents/signed/...
renewal_date: YYYY-MM-DD
contact: people/...
_private: true # if pricing is sensitiveConnections
[part-of]index[applies]Legal & Compliance[see-also]Communications (for IT overlap on website/wiki)