The TSC is proceeding expeditiously to ensure that preferred solutions are being further customized in ways that meet the business requirements defined by each TSC Subcommittee. Development projects are proceeding with B2PCommerce, Neulogic, and Kintera. Because the Kintera contract is subject to the most intensive development, the CRM Subcommittee will meet in San Diego to review and provide feedback on the Statement of Work.

The TSC is also now ready to fulfill the commitment it made to identify alternative integrated solution providers in the third year of this 36-month initiative. This task gained increased urgency at the recent TSC Investors Meeting in Phoenix that called for an expeditious resolution of the situation with MicroEdge. Kathy Merchant has agreed to serve as interim chair of a new ad-hoc committee called the Integrated Solutions Subcommittee, the members of which are being assembled. The committee will operate under a 45-day timeline in which to 1.) Define the process and requirements; 2.) Review options for preferred integrated solution providers; and 3.) Possibly oversee further development of identified products.

Chair: Teri Hansen, Gulf Coast Community Foundation of Venice

Members of the Accountability Subcommittee met at The Community Foundation for Greater Atlanta on January 31 to review proposed policies and procedure recommendations regarding accountability data being collected by local community foundations. Elements proposed by a consultant engaged by the Subcommittee include approaches to sector-wide data sharing and data quality approaches. Additional consideration is being given to sector-wide metrics and indices. Recommendations will be disseminated in March through a white paper that will also provide a decision framework enabling community foundations to assess their community foundation's approach to accountability based on articulated business needs.

The Seamless Processing initiative took another step this past month toward the full automation of investment entries into a foundation's accounting systems. The delivery of a proof-of-concept extract of data from the AST Foundation Partner platform into a database local to a foundation demonstrates AST Trust's capabilities and shows how these data can then be used locally.

What is special about the project is that the data extract from AST has been designed to TSC specifications as a platform-neutral solution. Since the data are formatted in XML, they can be easily mapped to any back-end system, be it FIMS, FoundationPower, FinancialEdge or Pearl. AST has also implemented this data interchange as a "web-service," which will allow the system to interact in the long-term with other systems without operator intervention.

The most important part of the exercise was the refinement of the schema describing the data coming from AST. This schema includes multiple levels of summary as well as detail, will report "cancel and correct" entries reflecting changes to prior periods, and includes design flexibility to handle future needs. Further, the methodologies behind this proof-of-concept extract will contribute greatly to API development work that still needs to be done.

Chair: Deborah Whitehurst, Arizona Community Foundation

The CRM Subcommittee is currently overseeing development contracts that enable preferred providers to further customize their products to meet articulated business requirements of community foundations. Providers proceeding with TSC funded enhancements include Neulogic, B2P, eTapestry and Kintera. Because development for the Kintera product is the most extensive, the Subcommittee will meet at the Kintera headquarters in San Diego to review and approve planned development. CRM preferred providers (this includes Collaborative Standards which is not engaging in TSC-funded enhancements) are presenting their products to TSC investors in a variety of venues which include the AdNet Conference in Phoenix, on-line discussions and the three upcoming TSC Solution Summits.