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.md and finance/{YYYY}-Q{N}-receipts.md mirror 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 — egor@mishafoundation.org 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 for mishafoundation.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 sensitive

Connections

• [part-of] index
• [applies] Legal & Compliance
• [see-also] Communications (for IT overlap on website/wiki)