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Add myst variable substitutions for COLA values #170

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Add myst variable substitutions for COLA values #170

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3a1f470
Add myst variable substitutions for COLA values
bendnorman Jan 2, 2025
6602de1
Update fixed cost values for 2025
bendnorman Feb 6, 2025
1e99aca
Format numbers using jinja filters
bendnorman Feb 6, 2025
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4 changes: 4 additions & 0 deletions README.md
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Expand Up @@ -58,3 +58,7 @@ If you don't want to make edits with a CLI and code editor, you can use the GitH
1. Tag someone to review your changes.

The changes must be reviewed and approved by someone else to be merged into the `main` branch.

### Updating COLA numbers

Each year we try to update our compensation to keep up with inflation. When the board decides to change our compensation we need to update the numbers in this handbook. To do this, update the values in the `myst_substitutions` dictionary in `docs/conf.py`. Check out [this page](https://myst-parser.readthedocs.io/en/latest/syntax/optional.html#substitutions-with-jinja2) to learn more about MyST substitutions.
16 changes: 8 additions & 8 deletions docs/catalyst_101.md
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Expand Up @@ -73,14 +73,14 @@ After taxes, contractors and members receive the same hourly rate. Employee-memb

For simplicity’s sake (and because there are currently no contractor-members), we compare the difference in responsibilities by contractor and employee-member. For more detailed information on each of the policies listed below, refer to the [Catalyst Policy Handbook](policies). Key differences between contractors and members are in bold text.

| | **Contractors** | **Employee-Members** |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Paperwork** | - **Sign contractor agreement** | - **Buy \$1000 membership share**<br>- **Sign membership agreement** |
| **Meetings** | - [M/W/Th stand-ups](mwth-stand-up-meetings-15-20-min)<br>- [Monday action-items](weekly-check-in--action-items-10-30-min)<br>- [Work team sprint meetings](work-team-meetings)<br>- [3 and 6 month feedback](contractor-feedback-meeting)<br>- [Financial check-in](monthly-financial-check-ins) (after 3 months) | - All contractor meetings, plus:<br>- [Desired internal team meetings](internal-team-meetings)<br>- [Annual or special member meeting](member-meetings)<br>- [Board meeting](weekly-board-meetings) (until 10+ members)<br>- [Select feedback meetings for contractors](contractor-feedback-meeting)<br>- [Select feedback meetings for members](annual-member-feedback)<br>- [Monthly member check-ins](monthly-member-check-ins) |
| **Compensation** | - [\$39.56](wages) / hour (to account for payroll tax discrepancy) | - [\$36.75](wages) / hour |
| **Time Commitment** | - **[500 hours / six months](expected-hours)** to be considered eligible for membership | - **[1000 hours / year](expected-hours)** to retain membership status |
| **Benefits** | - [\$150 healthcare stipend](health-care)<br> | All contractor benefits, plus:<br>- **[IRA account and retirement contributions](retirement-accounts)**<br>- **[$3000 / 3 year depreciating tech stipend](home-office-reimbursements)**<br>- **[$200 / year last mile reimbursements](irl-reimbursement) for visiting other members**<br>- **[1 hr paid time off / 52 work hours](paid-time-off)**<br>- **Member capital account based on co-op patronage**<br>- **[Up to six months unpaid time off with adequate notice](time-off-reduced-hours)** |
| **Responsibilities** | Contractors are involved in everything except co-op governance decisions. They participate in all regular co-op meetings, including the financial check-ins and internal teams after 3 months. Contractors can take as much time off as they want so long as they are considering the technical membership eligibility requirement of 500 hours over the course of six months and the social, unwritten requirement of not randomly disappearing. | Member-employees wear many hats. Until we have enough members to determine a cap, all members become part of the Catalyst board. Both members and board members have a say in co-op governance issues and are expected to act in the interest of the co-op. Members are expected to participate in meetings and engage in the technical and business aspects of the co-op. |
| | **Contractors** | **Employee-Members** |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Paperwork** | - **Sign contractor agreement** | - **Buy \$1000 membership share**<br>- **Sign membership agreement** |
| **Meetings** | - [M/W/Th stand-ups](mwth-stand-up-meetings-15-20-min)<br>- [Monday action-items](weekly-check-in--action-items-10-30-min)<br>- [Work team sprint meetings](work-team-meetings)<br>- [3 and 6 month feedback](contractor-feedback-meeting)<br>- [Financial check-in](monthly-financial-check-ins) (after 3 months) | - All contractor meetings, plus:<br>- [Desired internal team meetings](internal-team-meetings)<br>- [Annual or special member meeting](member-meetings)<br>- [Board meeting](weekly-board-meetings) (until 10+ members)<br>- [Select feedback meetings for contractors](contractor-feedback-meeting)<br>- [Select feedback meetings for members](annual-member-feedback)<br>- [Monthly member check-ins](monthly-member-check-ins) |
| **Compensation** | - [\$39.56](wages) / hour (to account for payroll tax discrepancy) | - [\$36.75](wages) / hour |
| **Time Commitment** | - **[500 hours / six months](expected-hours)** to be considered eligible for membership | - **[1000 hours / year](expected-hours)** to retain membership status |
| **Benefits** | - [{{ healthcare_stipend }} healthcare stipend](health-care)<br> | All contractor benefits, plus:<br>- **[IRA account and retirement contributions](retirement-accounts)**<br>- **[{{ tech_stipend }} / 3 year depreciating tech stipend](home-office-reimbursements)**<br>- **[{{ cat_meetup_stipend }} / year last mile reimbursements](irl-reimbursement) for visiting other members**<br>- **[1 hr paid time off / 52 work hours](paid-time-off)**<br>- **Member capital account based on co-op patronage**<br>- **[Up to six months unpaid time off with adequate notice](time-off-reduced-hours)** |
| **Responsibilities** | Contractors are involved in everything except co-op governance decisions. They participate in all regular co-op meetings, including the financial check-ins and internal teams after 3 months. Contractors can take as much time off as they want so long as they are considering the technical membership eligibility requirement of 500 hours over the course of six months and the social, unwritten requirement of not randomly disappearing. | Member-employees wear many hats. Until we have enough members to determine a cap, all members become part of the Catalyst board. Both members and board members have a say in co-op governance issues and are expected to act in the interest of the co-op. Members are expected to participate in meetings and engage in the technical and business aspects of the co-op. |

### Understanding Catalyst’s Finances

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15 changes: 15 additions & 0 deletions docs/conf.py
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Expand Up @@ -50,6 +50,21 @@
]
todo_include_todos = True

myst_enable_extensions = [
"substitution",
]

myst_substitutions = {
"healthcare_stipend": "$170",
"tech_stipend": "$3300",
"cat_meetup_stipend": "$220",
"solo401k_match": "15%",
"solo401k_employee_max": "$23,000", # Update with info from this site: https://www.irs.gov/retirement-plans/one-participant-401k-plans
"solo401k_employee_max_over_50": "$30,000",
"solo401k_total_max": "$69,000",
"current_year": "2024",
}

# GitHub repo
issues_github_path = "catalyst-cooperative/handbook"

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