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Before yesterdayTravel Blog

XZ

By: Michelle
4 April 2024 at 18:52

Β I'm sure many of you reading this have heard about the xz vulnerability. To be very brief, a backdoor was discovered in the xz Linux utility. This is a big deal. First, the fact that it was discovered and reported proves that open source "works". But, the cost was very high. This incident exposes severe cultural problems in open source that Open Research Institute (ORI) has sought to address, with some success. ORI is a non-profit R&D firm that specializes in open source digital radio. Amateur radio is the primary beneficiary of this work. ORI practices a behind-the-scenes supportive and inclusive approach, and has had objective, clear, and continuing success. It creates a vibrant reality. Unfortunately, even ORI projects that directly benefit amateur radio have fallen prey to bullying, powermongering, and targeted harassment from time to time.Β 

An accurate summary article about the xz hack can be found here.

https://theintercept.com/2024/04/03/linux-hack-xz-utils-backdoor/

There are many very important things covered in this article and others written about this hack. Open source work powers virtually all of the internet and a large swath of critical communications infrastructure. The unquestioned importance of open source work in our modern life is one of the reasons why this incident is important. Nearly 100% of internet infrastructure runs on Linux. If you like the internet or use it, you care about xz. Linux is absolutely essential to modern amateur radio. If you care about amateur radio, then you care about Linux.Β 

Secondly, people, out of altruism and volunteerism, motivation and agency, donate their time and talent to make all sorts of open source things. The costly squandering of goodwill and good effort, which was how this hack happened, is another reason why this incident is important. The reason it almost worked is because, like we see with traditional amateur radio organizations, individual people with small amounts of power will actively exploit the good will of many volunteers in order to promote selfish and harmful aims and purposes. These aims and purposes are corrupt. When they are found in our hobby they harm amateur radio. These views are unfortunately very real and they are widely held. These views hurt amateur radio because people take actions based on their unexamined and unconfronted views and prejudices. The way that bad culture harms individuals in amateur radio is similar to the way that the xz hack has hurt the Linux community.Β 

We, as a society, have benefited enormously from open source work. Yet, open source volunteers have tolerated a huge amount of abuse and "yanking the rug out from underneath" for decades. This contemptuous treatment of the goose that laid the golden egg has had predictable results, multiple times. The xz hack is not an unexpected or unusual result. There are important parallels to the way women's unpaid work is treated. We can find a way out of this mess by confronting the root causes of these related symptoms.Β 

The technical is social before it is technical. If the social framework for technical work is broken for many, and I am here to assert that it definitely is, then technical work is stuck at a local maximum *at best*. Sure, it might work quite well for some. Now, if you only care about how you're doing and your personal projects, then this might be enough for you. But, something that is broken and manipulated in your favor yet leaves out others means that a lot of your peers will not have an easy time of it, and they won't be able to help you in the long run. If they haven't already quit a long time ago, they may in the near future, or will simply not have the energy or margin to support you and your work even if they do hang around. This fact of life will harshly limit how far *you* can expect to proceed. After all, you need a lot of peers and a big audience for the project you care about to be recognized or appreciated.Β 

Have you stood by and watched while a bunch of your most enthusiastic and capable peers get run off? We've lost 20% of US women licensees over the past decade alone. Are you even aware of this exodus? If not then please consider why it might negatively affect the adoption of your personal pet project or tech. Women are in control of spending in 70-80% of US households. If your project is ham radio related, and there are statistically significantly fewer women licensees, you have far fewer people that may be inclined to green light either a purchase or be ok with a bunch of time spent away from the family for a hobby that is increasingly unwelcoming to women.Β 

In the writing business, we're told (top to bottom) to "Buy other author's work. Just do it. Every chance you get. Promote their work. Show up for them. We are all in this together." Do you wonder why this is the case? Do you find this to be weird? You shouldn't. Producers and creators tell each other, and have been telling each other for decades, to stand together and support each other, because a rising tide lifts all boats. Otherwise, the entire writing economy fails. Why exactly this (imperfectly) successful method is largely absent in open source, I don't know.Β 

The xz maintainer was targeted and manipulated in a way that's totally acceptable in open source work. The shitty way they were treated is normalized. Those of us at ORI have spoken up against this sort of thing in the past and will continue to speak up against it as long as it is a problem. In some circles, and by some people (several specific people in amateur radio come to mind), the mentality that led to the xz hack has a positive connotation. Attacking anyone that might be a "threat", no matter how twisted the logic, and isolating and targeting the people that want to be collaborative and productive? Actions taken out of jealousy and spite are widely acceptable behavior in amateur radio. This is a behavior that is distinct and deeply inferior to peer review, which can also be painful but follows a different, and in my view, a more productive social contract.Β 

Ethics matter in tech. It's deeply unethical to simultaneously define "critical internet infrastructure" as also "just a hobby done in your free time". Disappointingly, this works - because people can, and absolutely do, amazing things under bad circumstances when they clearly see an unmet need. Society gets *something for nothing*, by burning people out. We burn people out by letting them publicly stick their necks out, work hard, and publish extremely useful results of all sorts, while failing to back them up, protect them, compensate them, credit them, or include them in the eventual profits or success.Β 

What's the difference between the people society lets burn out and the people society insists on rewarding? Quite often it's their race and gender. In the case of open source maintainers, the people most often taken advantage of are the people that *act* supportive and nurturing (in other words, they "act like a woman"). Blowhard bullies get more of a pass, no matter how absent or infrequent their work. People that altruistically care are frequently a target, or are ditched or ghosted or made to feel inferior in whatever way is convenient to keep them "silently productive".

Eventually corrupt code is published in the supply chain as a result of this cultural dichotomy of value. The missing ingredient? Just like the work of unpaid housewives, donated open source work is not properly valued and can be socially exploited, just as it was in this particular case. Money can't save the day, even though funding does help - but it helps only if it is properly administered. We've seen that when it is not properly administered, money really ruins things. There is a reason we say that the love of money is the root of all evil. Money doesn't help if the social parts are still broken.Β 

What we are talking about beneath the surface is the repeated insistence by larger society to relegate open source work as something very much like "women's work", or unpaid labor that is "owed" because "that's your job so shut up and do it really well" because "we honestly can't get by without it but as long as we can trick you into doing it by humiliation or force then we'll continue to get away with it". Bullies are allowed to show up and produce mediocre work. Male bullies and blowhards especially get rewards that the altruistic people of any gender simply do not ever receive.Β 

The internet is super important. The internet should "just work" and "those nerds don't have much of a life anyway, so why can't they just get this right". It's the exact same situation as "dumb housewife just effing do all this scut work without bothering me so I can get back to focusing on my real job". The long term effects on society of devaluing the work, while expecting it to be done for free, have been studied and are negative. I think we can see the same story in open source. You can literally see the contempt for open source maintainers - with the exact same language directed towards housewives - in github comment after github pull request after github comment.Β 

Treating people badly is a security risk. Failing to value hard and meaningful work gifted to the general public (or a household) is equivalent to treating people badly. This isn't very hard to figure out. It has been incredibly hard to fix, even when the costs are painfully clear.

The bad actors in the case of the xz hack (and yes, this was a long con hack) were able to do this with impunity because they used the same nasty tactics that *work* in many open source projects. Shame and doubt and insinuations that the maintainter is a failure that needs to atone to "the community/household" forever, without real support? This is common.Β 

This has been written about before. It is promulgated by the current open source culture and echoes strongly in amateur radio. Amateur radio is a culture that is extremely homogenous and VERY resistant to change. You all have seen how harshly punished our modest efforts at ORI to be competent, selfless, collaborative, and supportive have been treated. I can assure you, working well and hard, and watching incredibly talented technical volunteers getting kicked in the teeth as a ''reward", is not fun at all.Β 

Bad amateur radio politics are so well known at this point, that amateur radio has been largely written out of emergency communications plans and actively avoided by the professionals in public service communications. Universities are extremely cautious about including us. It's a disaster for an international radio service to have the bottom fall out like this. But, it's happening. It's happening because of the same problems that lead to the xz hack work so well in ham radio technical culture.Β 

These issues really do affect our frequency allocations. We'd have far more frequencies and be much more deeply involved in the regulatory process if we were socially healthy and inclusive.

Being honest about addressing the social problems of ham radio is the key to solving nearly every other problem in the radio service. We can continue to deny this fact and barely survive with flat or negative growth in the US while watching other countries experience steep licensee declines, or we can change course and take full advantage of the best it's ever been for the radio arts.Β 

What are we waiting for?Β 

-Michelle Thompson


The Technical Part is Never the Hardest Part

By: Michelle
6 January 2024 at 22:56

Adapted from a presentation at the University of California San Diego for IEEE in November 2023.Β 

Video of the talk can be found here:Β https://youtu.be/BhxrxITHB_o

When we think about technology and society, and how our technology should serve people, we often think of efficiency, entertainment, and productivity increases. We tend to believe that technological advancement is inherently good, and we set things up to where not much stands in the way of claimed technical progress. Many engineers produce highly technical work, throw it over a wall, and expect it to be used as intended and for positive purposes.

However, the technical part is never the hardest part. The people part is always the hardest part. And if you do not design with this in mind, what you work on can fail to achieve your goals, or even worse, do much more harm than good.Β 

I’m Michelle Thompson and I’m an engineer, executive, and entrepreneur.Β 

Let’s address something right away. The technical part is actually very hard. People spend years in training and many more years more employed doing difficult technical work before achieving even modest success in science or engineering. There is very little worth doing that is easy. The technical challenges we tackle are highly complex. Failures, setbacks, and roadblocks are ahead of you, all the time. It’s easy to think that’s the whole story. But, it isn’t.Β 

This is a talk about advice on how to be a better engineer or scientist. And the first and most important bit of advice I have for you is Do Not Give Advice. Unless it is asked for. And unless you can give it as a gift. Listen carefully to the person you want to help by giving them advice. Are you being asked for a Solution or are you being asked for Sympathy? If it’s not clear, then ask. If it’s sympathy, and in a professional context, then provide it. Ask them to keep explaining until they have complained themselves out. And then keep this confidence to yourself. There are exceptions to this, such as mandated reporting of abuse, illegal behavior, or self harm.Β 

Are you being asked for a solution? Do you have something productive to say? Then offer your solution as a gift. Gifts have no strings. Advice given with an expectation of control or compliance is not advice, it’s management.Β 

The purpose of a system is what it does. Not what it was designed to do. Not what you want it to do. Not what you need it to do. Not what it is expected to do. Not what you hope it does. The purpose of a system is what it actually does. That is the purpose.

It can be very difficult to listen to people that are telling you that your system or procedure or rule or code or product hurts them, or others. You may believe that it’s their own fault, that they are using it wrong, don’t deserve to have access to the product or design in the first place, or do not understand what you have created or enforced. That’s fine, and there’s space for disagreement. Not every system serves everyone.Β 

However, the purpose of a system is what it does. When people bring proof to you that your system is doing something harmful to them, it is much more likely that they are right, than you are wrong. A good engineer prioritizes fixing the system instead of attacking the messengers, users, members, or customers. There are times to defend the status quo from unnecessary changes. Be very sure you are defending a status quo for solid reasons. Be willing to do an honest review. Document what you see, even if changes are not possible. The next design will be much better informed. Science publication often ignores negative results. However, these results are incredibly valuable. Do the thankless work of recording what you see. You will benefit yourself and others.

The purpose of a system is always emergent. The effects and consequences and repercussions of a system really do not care about your intentions or assumptions that drove the design. Don’t argue with ground truth. Learn from it.Β 

And, there are always unintended consequences. A good engineer looks for these, anticipates these, and welcomes these. They will teach you what you should be looking at to fix the current design, and what you should be starting off with on the next design.Β 

Things worth doing are rarely easy. Exceptions are things like brushing your teeth. If it’s worth doing, other people probably haven’t already done it to death. And, not all hard work is worth you doing it.Β 

A system is defined not by the rules but how they are enforced. Rules that are enforced capriciously or only against one particular group indicate corruption or a police state.Β 

There’s a big difference between rules and boundaries. Rules are things we expect others to do or not do. We expect rules to result in changes or modifications to other people’s behaviors. There are penalties for disobeying rules that are usually enforced by some sort of external authority.Β 

Boundaries are conditions that are enforced by ourselves. We notify others that we have a boundary condition, like if you yell at me again, I will leave the room. Or, if you don’t pay me on time again, I will quit. Boundaries provide a clear description of what an individual will do if certain behaviors continue, but do not attempt to control or coerce changes in behavior in others. The choice to change the behavior is entirely up to them. The repercussions are enforced by the individual affected on what they can control, which is themselves.

In situations where rules are not enforced or do not help you at all, boundaries give you control and agency. Boundaries reduce harm and provide a framework for surviving difficult situations. What boundaries doΒ  you have? What would you do if you saw something illegal, immoral, or unethical? What would you do if you found out you were being treated differently than others? What if that difference caused harm to you or others? Is there a situation in your life where you really wished someone had behaved differently? Is there something you wished that you could have done differently in the past? These are opportunities for developing boundaries that will make your future self happier and more capable as a designer and problem solver. We can’t make our best designs when we are afraid or stressed out.Β 

The technical is social before it is technical. Nothing technical exists in a vacuum or apart from people.Β 

Do not trivialize use cases. Poor use cases lead to poor implementations of otherwise excellent technology. Use cases need to involve actual humans. Use cases need to involve a variety of humans. If you do not do this, if you do not have or listen carefully to feedback, your design may end up hurting people.Β 

Your intentions and expectations of how the design is going to be used is not a replacement for what you get from listening to current and future users. You get to decide what’s worth listening to, but in order to get good feedback, you have to put in the work to make it possible for people to give it to you in the first place.Β 

You will be constantly confronted with unethical behavior. There may be no repercussions for unethical or illegal behavior. You will have to decide what you are going to do about it. Choose carefully.

This can be very hard. Your job or funding or relationships or reputation may be on the line. Everyone else might be doing it. People will make fun of regulatory processes, safety requirements, end users, management, and so on. Stick up for the right way to do things, especially when no one is watching.Β 

Money or power doesn’t change people.

An influx of money or power simply reveals who they really are.

Good governance is the entire game. Be part of good governance, even when it’s hard, or whenΒ  people in charge fail to follow their own rules.Β 

Do you recognize this image?

This is from a very famous and effective 1940s advertising campaign. How did it come about? Most of the US fire fighters went off to fight in World War II. Research revealed that 9 of 10 forest fires could be prevented, if people made small behavioral changes. An advertising campaign was designed and deployed to get people to make small changes.Β 

It worked. The resulting fire prevention saved a lot of lives and property.Β 

There were, of course, unintended consequences. Fires serve a purpose in the ecosystem. Decades of fire suppression lead to fuels imbalance and wildfires that were difficult to control and fight.Β 

Similar to this ad campaign, only you can prevent toxic behavior that wrecks technical work. It’s you. You’re it.Β 

You will have human resources. You will have great managers. You will have wonderful co-workers. If you want a clean and healthy job site, it’s something you must actively maintain. Suppressing toxic behavior also has unintended consequences. Those consequences will have to be recognized and adapted to in order to make further progress.Β 

It’s not always about who you are talking to. It is about who is listening. Bystanders are in the long run more important than targets. Especially when the target is invincibly ignorant, or you can’t win.Β 

Do not forget your indirect audience. Seeing someone stand up to a bully, or stick up for ethical funding procedures, or speak out against falsifying test data, is crucial to future health and success, even if you are attacked or punished for speaking up.Β 

Assholes will win. If you find yourself in a situation where repercussions are not enforced for bad behavior, quit. Do not be afraid to quit. Even if it doesn’t directly affect you. Even if the bad behavior benefits you. Why? It eventually will. You just haven’t been affected yet.Β 

Get used to thinking, β€œNot on my watch”. Encourage others that are also ethical engineers. Add them to your network. Take them to lunch. Develop strong ties with them. This will pay off.Β 

What do you do when you have the situation where you have to confront that β€œThis wasn’t what I was hired for”?Β 

Likely you will do wildly different things than what is in your degree. You will have to adapt, learn, and come up to speed on new things all the time.

If you are hired for (or to develop) specific expertise, and you are not being listened to, are routinely overruled, or your work erased, deleted, or trivialized, find another job and quit.Β 

Kindness is contagious. However, the incubation period is indeterminately long.Β 

Ambush meetings? Just say no.Β 

What is an ambush meeting? It’s when the true topic of discussion is kept hidden until you show up. The organizer may also hide who will actually be at the meeting.

Call it what it is and consider not participating. This may have repercussions, but going along with it will result in worse treatment.Β 

Ambush meetings clearly communicate that you are not valued as a colleague, employee, or collaborator.Β 

A related topic is pull-asides. If you are approached in the hallway and asked to commit to something, no matter how innocent it sounds, thank the person and tell them you will go think about it and get back to them later. Do not agree to anything when caught off guard in a pull-aside. These have no written agenda, no paper trail, no acknowledgement of extra duties or responsibilities. Do not let your helpful and generous nature be taken advantage of, whether it’s intentional or not. Be courteous but clear. Meetings need to be transparent, have agendas, and happen on equal terms.Β 

Listen first. You will never make a catastrophic mistake by listening.

Eavesdropping is not listening.

Remember whatever you happen to hear.

It’s ok to say β€œThat is none of my business”, and keep an opinion to yourself.Β 

All of this advice comes from hard-earned experience, and has served me and others very well. Your experiences and your stories are just as valid. If you find what I have said useful, please share it. If you would like to talk more about what I have shared, please get in touch. I’d love to hear from you.







Β 

ARIP Inclusivity Pledge

By: Michelle
16 January 2023 at 19:08
Proudly Making the Amateur Radio Inclusivity Pledge

Looking forward to positive change in the amateur radio services.Β 

It's easy for me to affirm and promote the participation of ALL licensed amateurs in our hobby and service. I happily celebrate the diversity of race, color, sex, range of abilities, affectional or sexual orientation, gender identity or expression, fursona, age, national origin, marital status, socioeconomic status, and physical characteristics represented in amateur communities.Β 

This is normal, common sense, and results in a better experience in amateur radio for everyone.Β 

Activity Report as ARRL Technical Advisor 2020-2022

By: Michelle
25 December 2022 at 23:52

Here's what was submitted to ARRL in December 2022.Β 


Michelle Thompson W5NYV

TA Since: 2020

Based on my activities over the past two years, detailed below, and my continuing interest in the ARRL technical program, I apply for reappointment as an ARRL Technical Advisor.Β 

In addition to the below activities, I am employed as an executive at a commercial voice and data telecommunications firm serving rural northeastern Mississippi. I am responsible for identifying and executing our technology roadmap while maintaining very high levels of service in challenging geographic and economic conditions.Β 


I plan to retire from commercial work no earlier than 2038.


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-

January 2022 to present


Chair San Diego Section of IEEE


Complete and ongoing


Being the chair of one of the largest IEEE sections in the United States means running a section with a very large number of IEEE chapters. This has given me an opportunity to promote and defend amateur radio to both academia and industry.


One of the most high profile achievements is that the San Diego Section is now the home of the second IEEE MOVE Truck, an emergency communications support vehicle with amateur radio equipment included. This project happened with my full support. I lobbied for the funding and helped to spearhead the effort to get this resource for the Western United States located in San Diego.Β 


You can read more about this project at:Β 


https://move.ieeeusa.org

Β 

-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


March 2021 to present


Chair San Diego Chapter of Information Theory Society


Complete and ongoing


The Information Theory Society Chapter of San Diego has presented the following amateur radio oriented meetings over the past two years. I made sure these meetings happened, were accessible to both in person and online participants, and that the content was up to IEEE standards.Β 


https://events.vtools.ieee.org/m/280773


https://events.vtools.ieee.org/m/307302


https://events.vtools.ieee.org/m/299307


https://events.vtools.ieee.org/m/308539


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


February 2020 to March 2021


Vice Chair San Diego Chapter of Information Theory

Completed


Laid the groundwork for the chapter to include open source amateur radio work from San Diego members. This was very successful, with an open forum attended by 20 people at ITA2020 producing a lengthy list of amateur radio aspects that members wanted to see IEEE address and support. The perceived lack of technical innovation from amateur radio, and the effect on education in the years to come, was a top concern.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


January 2020 to present


Chair Amateur Radio Activities for IMS2023


Ongoing


I’m the chair of the amateur radio activities for the IEEE 2023 International Microwave Society conference. This conference had a strong tradition of ARRL involvement, with ARRL occupying a free booth in the vendor area, a Ham Radio Social on the Tuesday evening of the conference, and more. Participation got highly positive reviews from the 7,000 attendees. Attendees are heavily involved in engineering education and RF industry positions.


A free booth in the vendor area and space at the Ham Social were offered at no cost. ARRL declined to participate for 2023, but maybe they’ll return in 2024.Β 


However, I’ve made it possible for ARRL to be represented at the social with materials about the education program at ARRL, local ARRL representatives have been invited to the Ham Social, and a solid technical demonstration lineup will be seen throughout the event.Β 


Amateur radio has been invited to be part of the central pavilion in the vendor area.Β Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


November 2020 to present


Member of Board of Space Industry Advisors at Virginia TechΒ 


Ongoing


https://www.space.vt.edu/advisoryboard.html


Out of the 31 board members, John Klingelhoeffer and IΒ  are the only ones representing amateur radio interests.Β 


Virginia Tech has a prominent position in the engineering education landscape in the United States. Keeping amateur radio as focus at this school is an ongoing and challenging effort.

Β 

Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


March 2021 to present


Member Planning Committee RATPAC


Ongoing


https://sites.google.com/view/ratpac


RATPAC develops and presents two talks a week on amateur radio activity. The Wednesday evening presentation is of general interest. The Thursday evening presentation is focused on Emergency Communications.Β 


The catalog of all previous talks can be found atΒ 

https://www.youtube.com/c/RATPAC


The catalog currently contains over 150 original videos from community leaders in amateur radio. RATPAC has nearly 2000 subscribers and the programs are widely used as amateur radio club programs.


My job includes attending weekly planning meetings where programs suggestions are reviewed and action items assigned. Development of a presentation may be very involved or as simple as inviting an experienced speaker on the subject.Β 


At 100 presentations a year, this is almost three times the number of presentations offered by any US hamfest. Unlike some hamfest forums, there is extensive Q&A which is captured as part of the recording and available on YouTube for free.Β 


The RATPAC committee is an excellent example of community participation in amateur radio. It has built a wonderful network of people and a growing archive of video recordings of immediate and enduring interest to amateur radio.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


February 2020 to present


CEO of Open Research Institute, Inc.


Ongoing


I’m the current CEO and founder of the only research institute dedicated to amateur radio.Β 


We now have over 42 repositories of open source design work for amateur radio, sponsor a wide variety of projects, and are starting to bring ones begun in the 2019 timeframe to completion.


We have received funding from four different foundations and a large number of private donors. We have applications in to GitHub and IEEE.


We completed landmark regulatory work that frees open source communications satellite work from both ITAR and EAR. This is unprecedented, underappreciated, and underreported despite our best efforts.


We completed landmark regulatory work for Debris Mitigation and Orbits for Amateur Radio. This is also unprecedented and underreported.


We have successfully obtained an STA for sounding rocket work from the US Government.Β 


We have successfully won another sounding rocket mission from NASA, in collaboration with a private company. This mission features open source satellite circuits on 70cm.Β 


We have proposed the world’s first Open Source HEO project to JAMSAT. This project is ongoing work that includes open source propulsion, current technology digital communications, and FPGA development.Β 


We have the world’s first fully functional remote access FPGA stations for 7000 series Xilinx FPGAs. We include the Ultrascale+ as a bonus. We also have PLUTOs, MATLAB with all toolboxes, and a full floating license for Vivado. Attempts to publicize these opportunities for hams through ARRL, as all of this is available for free for any open source amateur radio work, have not been successful yet. It would be wonderful to get more attention on these advanced resources.Β 


My role is daily executive service to a highly accomplished and inspiring board of directors at ORI. It’s a privilege to serve this organization.Β 

Β 

Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


March 2020 to present


Secretary San Bernardino Microwave Society


Ongoing


I have been the the recording secretary for the San Bernardino Microwave Society since March 2020.Β 


I have presented twice to the club in the past two years. The first was about open source 10 GHz multimedia beacon designs. The second was how computing has been used in amateur radio from the 1980s through the future, which includes AI/ML.


I write expanded meeting minutes at each monthly meeting that include a summary of all technical reports from all members at the monthly meeting round table. This content is sent to the newsletter chair.Β 


I edited and submitted the ARRL Club Grant for SBMS, to fund modern digital beacons for spectrum defense. Microwave bands are under direct assault from the cellular industry, and occupancy is believed to be a factor in retaining the use of our bands throughout the next decade.


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


January 2022 to December 2023


Member Technological Advisory Council of the United States Federal Communications Commission


Completed


I represented Open Source and Amateur Radio interests through Open Research Institute at the FCC TAC for 2022. I was a member of the Artificial Intelligence and Machine Learning Working Group.Β 


My job required weekly meetings where we either had a guest speaker, or deliberations on what regulations to recommend to the FCC.Β 


Our work products were a set of recommendations, a codex of articles, and a slide deck of 250 slides documenting all of the technical background for the three sets of recommendations.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


January 2022 to December 2023


Chair of β€œSafe Uses of AI/ML” Sub Working Group of the Technological Advisory Council of the United States Federal Communications Commission


Completed


I was the co-chair of the β€œSafe Uses of AI/ML” Sub Working Group of the FCC TAC for 2022. I served alongside Paul Steinberg of Motorola. I represented Open Source and Amateur Radio interests.Β 


My job required scheduling meetings, recording, editing, and publishing the meetings to the TAC, recruiting guest expert witness speakers, and producing, editing, and presenting the recommendations from the Sub Working Group to the full TAC.Β 


All of the recommendations from the Sub Working Group were unanimously adopted by the FCC TAC on 8 December 2022.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


September 2019 to September 2021


Member Board of Directors of AMSAT


Completed


I was prevented from serving AMSAT in this position by incumbent board members who were very angry I won a position and publicly stated that they were going to retaliate by any means necessary.


Legal action was taken after six months of polite requests to be seated on the board. AMSAT was found to be in the wrong in two out of two actions, both involving defamation.


This disappointing experience has been publicly documented here:


Β https://www.blogger.com/blog/posts/9085758q=label%3A%22AMSAT%20Board%20of%20Directors%22


AMSAT leadership did not behave honorably or well during these two years, with multiple examples of unprofessional and extremist speech at the two required annual meetings they were forced to hold according to the by-laws.


Incumbents wrote and passed (as they held an insurmountable majority) several by-laws changes specifically designed to remove candidates that current board members do not approve of. These by-laws were designed to prevent people like me or Patrick from being able to run for the board.Β 


I have multiple circuits in space through AMSAT, volunteered tirelessly for many years across many projects, staffed their booths, gave talks, recruited members, and was deeply disappointed to be treated so badly by people that never even bothered to introduce themselves to me.Β 


I appreciate all the people that voted for me in a landslide victory in a crowded field, and was resolutely dedicated to serving those members’ interests for the entire two years.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


August 2022


Exposed Corruption at ARDC


Completed


https://w5nyv.blogspot.com/2022/08/update-on-troubling-situation.html


ARDC is corrupt. This is not an isolated example.Β Β 


ORI is not the only organization to be treated this way. Other organizations and individuals have also not been treated unfairly by ARDC. This is an extremely important thing to speak up about given the massive amount of money suddenly available in amateur radio.


I do not believe in sacrificing ethics in exchange for any amount of money. I do not believe that a foundation in amateur radio should behave in a consistently unethical manner.Β 


All objections to unethical behavior at ARDC were made privately multiple times before they were published.Β 


Deliberately harming a successful non-profit in amateur radio is inexcusable.Β 


ARDC behavior has resulted in reduced activity in amateur radio and highly negative sentiments about ARDC from a diverse set of people.Β 


ORI’s CFO documented the bad behavior specific to ORI. The factual narrative is available to anyone that wishes to read it.Β 


ORI’s CFO is Steve Conklin and he can be contacted at steve@conklinhouse.com

Β 

Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


December 2022


STA granted


Complete


STA file number 1654-EX-ST-2022 was granted for work that I managed.Β 


Here are some of the details:


β€œAn STA is necessary to address the special case of an amateur radio space station operating on a sub-orbital rocket. The rocket/space station will reach an altitude of approximately 125km at apogee and return immediately to Earth. The flight path will be entirely within the borders of the United States (Spaceport America New Mexico for launch, White Sands Missile Range New Mexico for recovery). The rocket flight is regulated through the FAA and coordinated with Spaceport America/White Sands Missile Range. Total flight time is less than 20 minutes. A waiver of 47 CFR 97.207(c)(2) is requested to allow transmission between 430MHz and 435MHz. This will avoid interference with existing orbital space stations. A waiver of 47 CFR 97.207(b) is requested. The transmitter control system is designed such that transmissions will automatically cease 30 minutes after detection of launch. A waiver of 47 CFR 97.207(g) is requested since operation is being conducted solely within the United States, on a requested frequency outside of international coordination, and the sub-orbital mission poses no orbital debris or collision hazards. Additionally, the space station remains an integral part of the rocket. The rocket will meet all safety criteria required to obtain appropriate waivers from the FAA.”


This work supports experiments with amateur radio LoRa mode communications and features an open source board that is suitable for pico-satellite integration.


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


December 2020 to present


Review Articles for QEX


Ongoing


I review articles in my area of expertise for QEX magazine. I provide feedback on whether or not the article would excite, enlighten, and inspire amateur experimenters.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


December 2021 and December 2022


Letters of Recommendation


Completed


I wrote letters of recommendation for amateur radio operators applying to graduate schools in the United States. Most of these students were from outside the United States and were from underrepresented backgrounds.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


October 2020, March 2021, October 2021, March 2022, September 2022


Ham Expo Organizer


Completed and ongoing


I’ve been an active and involved QSO Today Ham Expo organizer and presenter since October 2020.Β 


I’ve helped many individual hams complete their video recordings, supported hams requiring special accessibility accommodations, served as a moderator, presented talks, organized entire tracks, organized workshops, recruited sponsors, recruited vendors, staffed booths, presented posters, run virtual social events, and publicized the event.Β 


I experienced harassment from both AMSAT and an ARDC officer at this event.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


HamCation 2020


Exhibitor, Forum Organizer


Completed


Organized a booth, recruited and scheduled volunteers, managed a technical demonstration, and ran one of the forum tracks. Organized and hosted a fundraising workshop for ORI that was well attended by academic, amateur, and industry representatives.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


HamCation 2021


Exhibitor, Forum Organizer


Completed


https://www.youtube.com/playlist?list=PLSfJ4B57S8DlyCfHtz3pbJ_4gcFCS9iwM


All talks from the forum track that I organized can be found in the link above.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


HamCation 2022


Exhibitor, Forum Organizer


Completed


Organized three booths, recruited and scheduled 10 volunteers, managed a technical demonstration, and ran a full forum track.


Presented as the anchor speaker at the ARRL technical track β€œThe Magic of Digital Communications” at the ARRL Forum held immediately before HamCation.Β 


In-person harassment from AMSAT and officers of ARDC influenced by AMSAT occurred at this event.


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-

Β Β 

August 2022 to present


Support University of Puerto Rico RockSat-X Sounding Rocket Flight


Ongoing


I am an educational support advisor to the students at University of Puerto in their RockSat-X sounding rocket launch. This launch uses an open source high bitrate amateur radio mode designed by Open Research Institute to communicate data from the scientific payload onboard to the ground.Β 


The sounding rocket opportunity was awarded after a competitive process. Amateur radio is being used here to help the students learn about modern digital communications techniques. The Opulent Voice protocol uses modern open protocols, Golay Codes, Convolutional Codes, 4-ary coherent FSK modulation, and is easy to implement on any SDR.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


October 2022


Co-wrote an open source COBS decoder in VHDL for amateur radio baseband applications


Completed


https://www.openresearch.institute/2022/12/05/open-source-cobs-protocol-design-document/


This is the first published open source COBS protocol decoder in VHDL.Β 


See more about COBS atΒ 

https://en.wikipedia.org/wiki/Consistent_Overhead_Byte_Stuffing


My co-author and I anticipate submitting an article to QEX about COBS once end-to-end RF tests are complete.


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


September 2022


Wrote an article for QEX β€œForward Error Correction in Opulent Voice”


Completed


Publication date expected to be April 2023.Β 


This is a novel open source high bitrate voice and data communications protocol. It is a vast improvement over existing digital ham voice protocols and can be used at 70 cm and above.Β 


Here’s a presentation Paul Williamson KB5MU made about it from Ham Expo:


https://youtu.be/9W63MJvxE10


Here’s a video demonstration of this protocol at ORI’s large installation at DEFCON 2022:


https://youtu.be/KjObrlSpGp0


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


August 2022


DEFCON 2022 RF Village Open Source Showcase


Completed


I organized, scheduled, and executed a large Open Source Showcase at DEFCON 2022.Β 


DEFCON is a hacker convention in Las Vegas, NV USA.Β 


More information about this large ham-friendly event that attracts over 25,000 people a year can be found here:Β 


https://defcon.org/


Our installation, which featured amateur radio technical, regulatory, and competitive content was featured on DEFCON TV.Β 


A video of our demonstrations can be found here:Β 


https://youtu.be/KjObrlSpGp0


Dozens of amateur radio volunteers contributed to this installation and the set of hands-on technical and regulatory demonstrations.Β 


The content from this exhibit in RF Village equaled or exceeded all of the exhibit space in Ham Radio Village, where we’ve had exhibits in the past.Β 


We outgrew our Ham Radio Village floorspace allocation, so we moved to RF Village, where the floor space was large enough for all our work.


We anticipate returning in 2023 with more.Β 


No harassment occurred at this event.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


December 2021 to present


Original Research on United States Amateur Radio Licensee Demographics


Completed


I wrote and published open source Python code to analyze the Amateur Radio ULS files and determine race and sex distribution over the past 10 years.


Race was determined by zip code, using statistics from US census results of 2020.Β 


Sex was determined using a machine language model that makes a probabilistic guess on sex based on the first name of the licensee.


The number of women licensees is in steady decline, from over %15 percent in 2012 to %12 percent today.Β Β 


Estimates of race, including sorting and peer effect, are 90%+ white.Β 


A companion article was written with a code walk-through, a literature review, and practical advice on improving diversity. This article was submitted to QST and declined.Β 


A presentation was made through RATPAC about an early version of the work in January 2022, and can be found here:Β 


https://www.youtube.com/watch?v=hrGsTKFp_HU


Article will be published in 2023.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


October 2021


Meeting with FCC to discuss Debris Mitigation and Orbits for the Amateur Radio Satellite Service


Completed


Organized, managed, edited, and presented at a meeting with the FCC concerning Debris Mitigation and Orbits in the Amateur Radio Satellite Service.Β 


This successful meeting determined two orbits available to the Amateur Radio Satellite Service, and addressed Debris Mitigation rules and their effect on amateur radio.Β 


Ex parte filing can be found here:Β 

https://www.fcc.gov/ecfs/document/110291445225/1


Special thanks to ARRL for their support of this effort.Β Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


October 2020


Comments on Further Notice of Proposed Rulemaking


Completed


https://www.fcc.gov/ecfs/document/1006363725630/1


Comments filed with the FCC on Debris Mitigation and Amateur Radio Satellite Service.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


February 2020


Comments on Notice of Proposed Rulemaking


Completed


Wrote and filed a comment with the FCC concerning changes to the 3 GHz band.Β 


Allow the Amateur Satellite Service to keep their current allocation at 3.40 to 3.41 GHz for space-to-space communications and expand this allocation to 50MHz within the existing amateur 3.30 to 3.50 GHz allocation...


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


October 2021


Space and Satellite Symposium


Completed


Organized, managed, and executed an IEEE Symposium featuring open source amateur radio work in Space and Satellites.Β 


All recordings can be found here:Β 


https://www.youtube.com/playlist?list=PLSfJ4B57S8DnhlrRya50IxGP90_uGpiho


Special thanks to the IEEE Information Theory Society for sponsoring this successful event.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


April 2022 to present


Ribbit Project


Ongoing


The Ribbit Project is an ORI project that allows any cell phone to turn any HT into a digital communications device.Β 


Using Polar codes and audio tones, SMS style messages can be sent over the air. The primary application is Emergency Communications.Β 


My job has been to remove roadblocks and provide resources to the project team, recruit members, enable publicity, and provide technical advice when needed.Β 


This is one of only two amateur radio projects in the world using Polar Codes, which are the most advanced forward error correction known. These codes are used in 5G cellular. We see no reason that amateur radio shouldn’t be using them as well, and have done the work required to bring those codes to common amateur radio use cases.Β 


See a video presentation about Ribbit here:Β 


https://www.youtube.com/watch?v=TGzgIjEt9wA


And another more technical video about this work here:


https://www.youtube.com/watch?v=ubPP48ojJ3E


Home page:


https://www.ribbitradio.org/


Note: Rattlegram is the name of the mobile app. Ribbit is the name of the project, which includes the protocol and infrastructure to include it in repeater systems.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


January 2020 to January 2021


Merit Badge Counselor for Boy Scouts


Completed


I was a merit badge counselor for many technical merit badges, including Radio, Codes, and Programming.


I was one of the STEM counselors for a day-long merit badge fair at UCSD in February 2020.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 

Β 

August 2019 to August 2020


Chaired 2020 GNU Radio Conference


Completed


All of the duties of conference organizing for a large virtual (due to COVID-19) event. I implemented an Amateur Radio track, recruited amateur radio speakers, organized amateur radio friendly workshops, and featured amateur radio content in an online CTF competition that attracted over 60 competitors.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


January 2020 to August 2020


Hack-a-Sat 2020


Completed


Recruited, organized, and supported amateur radio members for the competitive and well-regarded ADDVulcan CTF Team for the Hack-a-Sat competition.Β 


See details at:Β 


https://hackasat.com/has/


Our team made the finals and finished 8th.Β 


News item was submitted to QST about the achievement.Β 


-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


January 2021 to August 2021


Hack-a-Sat 2021


Completed


Recruited, organized, and supported amateur radio members for the competitive and well-regarded ADDVulcan CTF Team for the Hack-a-Sat competition.Β 


See details at:Β 


https://hackasat.com/has2/


We did not make the finals, but finished in the top few percent in qualifications.Β 


The event attracts many thousands of teams.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


December 2022 to present


Hack-a-Sat 2023


Ongoing


Started the process of recruiting amateur radio members for this competition. The advantages in the past have been that the team gets practical radio knowledge from amateur members, and the amateurs join a competition computing team with highly competent software experts.


The crossover and interdisciplinary rewards have been large for everyone involved. In some cases, involvement has lead to new opportunities for the amateur participants and new licensees from the competition team members.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-

Β Β 

November 2022


Kraken SDR Repository and ITAR


Ongoing


The principal of Kraken SDR reached out to me for help with an ITAR problem. The Kraken SDR Passive Radar repository had been taken down due to ITAR. This was a proactive step due to concerns about violating rules on passive radar applications. Kraken SDR is of great interest to amateur radio operators and open source enthusiasts.


I provided advice and offered support.Β 


For more information on this ongoing issue, please readΒ 


https://spectrum.ieee.org/passive-radar-with-sdr


AndΒ 


https://hackaday.com/2022/11/19/open-source-passive-radar-taken-down-for-regulatory-reasons/


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


January 2006 to present


Trustee W6NWG


Ongoing


Trustee for the Palomar Amateur Radio Club call.

Β 

-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Β 


January 2021


Established Remote Labs


Ongoing


An enormous technical effort, ORI’s Remote Labs were put into operation in January 2021.Β 


There are now four labs with a variety of equipment. These are remote lab benches that allow anyone, anywhere in the world, to do open source digital communications design work, for free, 24/7.Β 


My job was to specify, purchase, install, commission, and fully test the equipment. I turned over maintenance and improvement to Lab Leads. I now support the Lab Leads in Remote Lab West, Remote Lab South, Remote Lab UK, and Remote Lab DC.Β 


My support role is to remove roadblocks and provide resources, solve any technical problem that the Lab Leads have, and recruit users.


The equipment was funded by ARDC shortly before they issued threats against Remote Labs and began a campaign of targeted harassment against ORI leadership. Despite this treatment, the original grant was executed on time and on budget and continues to produce a very high ROI.Β 


For more information about Remote Labs, please read:Β 


https://github.com/phase4ground/documents/tree/master/Remote_Labs


All of the software that allows Remote Labs to work is open source.Β 


I have assisted several organizations in duplicating this amateur radio innovation.Β 


Most of the users of Remote Labs come from Europe. Fewer US hams are advantage of it than Europeans.Β 


This may be mostly due to the declining number of US people specializing in hardware design. The labs are focused on FPGA design work for digital communications, and this is a field that has aΒ  severe shortage of human resources in the US.Β 


We’ve been able to get a number of people from β€œno experience at all” up to β€œbeing able to get hired for FPGA work”. I view successful professional development like this as part of the amateur radio mission.Β 


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


October 2022 to present


AI/ML Handbook for Amateur Radio


Ongoing


Organize a team to design and write AI/ML Designs for Amateur Radio. This is to bridge the substantial gap from theory and hype to practice and competence.Β 


Current stage is recruitment. See:


https://forms.gle/XwXx3HpHG6k686xr6


Β -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-


January 2020 to present


ITAR/EAR Regulatory work


Complete and ongoing


Please see the summary of the work I lead here:


https://github.com/phase4ground/documents/blob/master/Papers_Articles_Presentations/Posters/ITAR-EAR-poster-2022.pdf


Update on a Troubling Situation

By: Michelle
6 August 2022 at 17:26

Β Those of us that document and report on the work done at ORI (https://openresearch.institute) make a concerted effort to highlight the positive progress from volunteers, projects, and collaborators. We've been very successful. It is a joy to help do the weekly reports. You should have received one earlier today.


Not all of our efforts have been treated well, and that's what I am going to talk about here in this post. Generally speaking, we simply take evasive action around silly things like censorship, personal attacks, gaslighting, power mongering, bullying, and so on. Our work speaks for itself. We have an excellent relationship with a wide variety of organizations ranging from IEEE to QSO Today.


However, when organizations like ARDC directly interfere with our work, it needs to be documented and disclosed. We need to protect the good faith investment of our community.


You might be familiar with the M17 Project. It's a digital voice protocol for VHF/UHF. ORI is M17 Project's fiscal sponsor, for a $250,000 grant from ARDC (https://www.ampr.org/).Β 


Work has gone well. There's still work to do. There is $68,000 left on the grant.


Here's a summary of what ORI has contributed towards M17's success.


We donated back the customary overhead fee of 10%. We figured M17 needed the money more than we did. M17 got a dedicated bank account, shielding, professional tax accountant services, and other benefits of a non-profit corporation.


We purchased Open Lunar Foundation's surplus lab primarily in order to fully stock M17's "Shed Lab" - and any other lab needs the project might have around the world. We did this out of ORI's operating budget, since we'd been pretty frugal and had the margin to donate equipment to M17.


The equipment is in storage. We were able to convert a storage lease to $0 through negotiation. The equipment cost $25,000. The plan was to deliver the equipment in late spring 2022.


Here's what else ORI has done for M17.


We have presented M17 work at four IEEE meetings. Each of these presentations involved a lot of effort to properly frame different parts of the protocol. The presentations and meetings were very well received and worth doing, especially one on standardization of the protocol. We presented OpenRTX and M17 work at our own half-day Technical Advisory Committee Meetup, also an IEEE event. We wrote and produced the video presentation for M17 for FOSDEM. We produced video presentations for Ham Expo, provided logistics support for M17 at HamCation, provided forum space at HamCation for M17 talks, made space at ARRL's Expo for M17, submitted articles, heavily promoted M17 online, gave advice when appropriate, helped develop code, provided valuable protocol specification work (ongoing!), we raised $50,000 (as yet unspent) for ORI legal work related to M17, provided all the items requested by ESA for potential EchoStar tests, and gave direct access to the bank account to M17 team members so that they had maximum autonomy and could spend money efficiently.


We helped with a set of meetings to help break down barriers to inclusion in commercial work, and signed several discount deals for M17. We did demos, tested things in Remote Labs when requested, and presented at several ham club meetings. We even pinch hit as net control for the Friday M17 net when no one else was available. 5-6 volunteers across several ORI projects were directly involved in all of this work. A few others along the way have pitched in from time to time.


We made it clear we were ready to help apply for more grants as soon as any additional funding was needed.


ORI made a long-term commitment to M17 and followed through on it. We incorporated the protocol into our uplink plan for Phase 4 work. We attempted to design it in as the native digital protocol. This path was recommended by Howie DeFelice, who spotted M17 work early on and was the first to bring it up to ORI.


M17 protocol hard-codes in a low bit-rate encoder. Initial talks to interest M17 in developing a higher bitrate version were rejected. They were very focused on CODEC2 3200 bps and very focused on VHF/UHF. And, that is ok. No problem. ORI figured that we could support both M17 and also do a higher bitrate version based upon it. So, we kicked off development of a higher bitrate version for our uplink. It's a substantial departure from M17, but it's based upon it and is proceeding quickly and well. We found some bugs with the most commonly used M17 implementation and we improved documentation about M17. *At every step of the way, M17 was cited, promoted, and included.*


Things were going pretty well across the board. It really is an achievable project. According to the industry studies we have access to, M17 is competing in a crowded market with a shrinking consumer base. It's got an uphill battle, but we were all in.


At Hamvention 2022, Phil Karn and Rosy Schecter (ARDC) met with Ed Wilson (M17). In that conversation, ARDC offered another round of funding ($250,000) to M17. ARDC left Ed with the impression that it would be no problem to get the additional money.


But, only if M17 would dump ORI as a fiscal sponsor.


M17 said that ARDC told them that the reason was because ORI had IRS problems. Chelsea, the grants manager at ARDC, denied it when I asked about this.


However, multiple other people at Hamvention, including an ARDC volunteer, firmly stated that 1) ARDC made an assurance of financial support to M17 at an informal meetup outside the review process and 2) that ARDC was the source of a rumor about ORI having "IRS problems".


No, ORI does not have any "problems" with the IRS. There is no "confusion" about our status. Yes, we can accept grant money. Yes, we might end up a private operating foundation instead of a public charity in another few years. This has been talked about on this list before. No, there isn't a big difference between the two, as it turns out. Yes, ARDC is fully aware of all of this, because we are transparent and kept ARDC fully informed.


This situation is not something that any of us on ORI board have seen happen with any other grant-making organization, in any field. Speaking just for myself, I've executed four SBIRs, one STTR, multiple Catholic Church grants, Rady Children's Hospital grants, Burning Man art grants, was involved with two FCC Covid grants, and gotten pretty far into the process on 6-7 other grants in just the past 5 years or so. Other people on the board have similar backgrounds with granted or funded work in technology, art, and construction. We're in the process of applying for at least one FDA grant for AquaPhage, and we are always looking for NASA grants where our transponder work makes sense.


A funding source approaching a sponsored project like this - offering money but only if the project cuts out the actively contributing and successful fiscal sponsor - is not normal. None of us have ever seen this happen except at ARDC. It looks and smells like a bribe.


Unfortunately, bribes work.


We now know that Ed Wilson and other M17 leads started working on a proposal to take advantage of this "totally awesome" offer. They accepted the idea of dumping ORI and set themselves up to get ready to spend another quarter million dollars. This was done in secret, but there were several leaks. The planning document was accidentally published on M17's Discord server, and some of the group started to become uncomfortable with the situation and disclosed what was going on.


This wasn't a hypothetical conversation or a misunderstanding. M17 deliberately did not let anyone at ORI know about this meeting or the work they were doing to "dump" ORI. They justified it amongst themselves in several ways.


1) ORI was simply "fungible", meaning M17 believed that ORI was "interchangeable" with any other sponsor. ORI could be changed out at will without any repercussions. It's unclear where this idea came from. This attitude didn't exist before the conversation with ARDC.


2) Since ARDC has all the money, then ARDC calls the shots, and ARDC is in control of ham radio.


3) Claiming M17 isn't really an organization and therefore really didn't really make any decisions and shouldn't be held accountable.


These aren't positive things.



1) Fiscal sponsors that only provide a bank account and take a cut are in the broadest possible sense "fungible", but the people that sign the contracts are still putting their organization on the line. They are providing a service - even if it's "just banking" - and they really should be treated with respect. Even the most hands-off sponsor should be included in any discussions about additional funding or some sort of change where they're thrown overboard. That's just basic ordinary courtesy towards people that have stepped up to serve. We didn't get this basic courtesy from either ARDC or M17.


ARDC has done this sort of thing before. ARDC aggressively pursued a GNU Radio project lead about funding *on the ORI Slack account*. GNU Radio is a SETI Institute project. This conversation, which is still up on our Slack, was pretty darn lit. Bob McGwier repeatedly demanded that Derek Kozel "give me (ARDC) a number". Meaning, just give ARDC a number of dollars that GNU Radio wanted to receive. GNU Radio had already received a $50,000 gift from ARDC, which was given outside the proposal process. Bob's conversation with Derek looked like an informal deal to arrange for more cash for GNU Radio Project. GNU Radio is not incorporated but it has a functional and involved fiscal sponsor. The fiscal sponsor is who needs to be contacted if ARDC is hot to give away money to a project. Not individuals on a project.


I called Rosy Schecter about this. I said I wanted this to be a private conversation and for this sort of thing to please stop coming from ARDC because it was not helping grant-making. It's not the process we want to see in the community. Money should be given through reviewed proposals, following a process that anyone can look up, and preferably blind. Rosy agreed with me on the phone and she said she understood. However, she then revealed my name to Bob as the person that complained. Bob retaliated.


Instead of stopping this sort of thing, ARDC has kept doing it.


What was even more remarkable about this conversation, that is not obvious from reading it, is that Bob McGwier assured Derek that ARDC would pay for salaries. This is something ORI had been repeatedly and firmly told was not possible. We would have definitely included at least some contract money in the Phase 4 grant if we had not been told differently. When I asked about what seemed to be a big policy change, Bob snapped "Shit changes". Well, ok then. Good talk.


ARDC aggressively pursuing individual project members can and does undermine existing organizations and relationships. This isn't good stuff.


ORI was very involved with M17. We went above and beyond "just a bank account" involvement. Fiscal sponsors really aren't fungible, especially when they are involved and care about a project's success.


2) A worse problem is the belief that ARDC can order projects around like this, dictate or change terms after they've granted money, or reward people to exclude fiscal sponsors like ORI because it has lots and lots of money. If you think money in politics creates problems, then consider how an unregulated monopoly SuperPAC in amateur radio might have some very negative unintended consequences. Some of the money has definitely achieved good things. You can see evidence of this in every weekly report we publish. While ARDC is not our sole funding source, it is as of today the largest one, and money being turned into capabilities and published work is what it is supposed to be about. Threatening and excluding is not what it is supposed to be about, at all.Β Β 


M17 received additional voicemail messages from John Hayes. John Hayes is the ARDC grants outreach manager. ORI has never received any messages from John Hayes (or anyone else at ARDC) about any problems at all with the M17 grant. If we'd gotten any complaints, we would have certainly acted upon them. In these voicemails, John Hayes told M17 they cannot use ORI any more. Way to manage a big grant, there, John. Super helpful.


3) M17 has no formal structure. However, M17 leads were treated like adults with agency, from the beginning. Either they can make decisions for their own project, or they can't. Since ORI believed they could, and since the respect was not reciprocal, ORI adjusted things to match what M17 said they wanted. Namely, that ORI was "just a bank account". We initiated a requirement that project funding needed to be requested from ORI with justification for specific disbursements. No new requests have been made since that change.


The way ARDC has behaved towards ORI with respect to M17 is part of a pattern of behavior. Here is an exchange about the ORI lab tour with Rosy and Chelsea. This came out of the blue.


https://w5nyv.blogspot.com/2022/07/hostile-email-from-ardc-communications.html


We honestly had no idea how to respond to this. We don't insult and threaten projects. We never expected to be threatened by a funding source. If I had written this email to a customer or client or collaborator, at *any job that has ever employed me*, then I would have been given a box and told to clean out my desk.


I'm sorry to tell you all that Rosy's email was approved, rewarded, and encouraged by the ARDC board. The next communication we received was a strange one, where we were interrogated about technical progress right after giving an hour-long interview about... our technical progress. There were no technical questions. Bob McGwier insisted that this email was constructed by the board specifically for ORI. It was a list of objectives in our five-year plan screen-shotted from our original grant request. There was no context. We had already achieved most of these goals. ORI board told me to reply. It felt like a trap, and it was.


ARDC has missed all of the regular reporting dates since October 2021 for all granted work at ORI. Rosy and Chelsea carry out these interviews. Why haven't we been interviewed about the excellent progress we've made? We don't know.


What else do we now know?


Two other grant applicants have had their proposals deleted before they got to the ARDC grant committee, simply because they wanted to work with ORI. One was told "you can choose any sponsor except ORI" and the other was told they couldn't use ORI as either a sponsor or even as a project partner. But, if they re-applied without us, their application would be welcome.


We suspect there might be more examples of this, since we have had talks with six other projects and (foolishly?) encouraged all of them to apply for ARDC grants and gave them our information as a fiscal sponsor. It is a big waste of time to carry water for ARDC, put time into reviewing or developing proposals, support individuals and groups in the community, and then have applicants treated like this.


We have no idea why ARDC behaves this way, since we have worked hard and have met all requirements associated with any grant awards from them.


What can we conclude from all this? What exactly should we do about it, if anything?


ARDC's fund is approximately the same size as the annual global amateur radio equipment market. Amateur radio is a small commercial market - However, this fund is a large amount of money in a hobby community that needs people and engagement much more than it needs money. Deliberately undermining groups like ORI, that do excellent work, bring in a lot of brand new technical people, and provide solid low-profile service to support projects, is baffling and harmful. Doing nothing about it, or pretending this isn't happening, doesn't seem like a good idea.


There are no other significant sources of funding at this time for amateur radio. All of the other major amateur foundations have accepted a lot of money, possibly with conditions outside the grant request, from ARDC. Funding efforts, like bake sales and kickstarters and club auctions, are much less successful now than they were before. This may be partly due to COVID, but we hear over and over from former fundraisers in ham radio that ARDC simply existing makes it much harder to convince people to donate.


ORI's work objectively and directly benefits amateur radio. This work can continue, but it can succeed only in an environment free of interference.


It's already difficult to do advanced open source work. We all know this. We have already proven we're a capable and functional organization.


The ORI board is a diverse set of volunteers who all have day jobs. Their time should be spent directing technical and regulatory work and not wasted responding to rear-guard actions, insults, threats, and blacklisting from super-wealthy organizations that should at least be benign and should definitely make at least an attempt to be open, honest, and fair.


ORI spent time and effort on M17 and has converted every ARDC dollar into a very good ROI in both published results and increased community capability. The way ORI's work has been treated over the past year by ARDC has been extremely disappointing. The ORI board has spent a lot of time talking about it, has gotten a lot of good legal and ethics advice, and it will need to make some decisions. The next board meeting is in mid-August at DEFCON.


Our focus could simply shift to be "open source digital radio work and any necessary regulatory work needed along the way". Amateur bands are a good place to test and experiment for open source digital radio work. We can continue to use these bands when they are appropriate or useful for space and terrestrial communications work. We are here to collaborate, share, and support.


Participating in the broader open source community has been a very positive experience.


We spend time on open source biomedical. Funding sources and institutional partners have treated ORI volunteers with respect.


ORI members are doing a good job at the FCC on the Technological Advisory Committee. We are active in the AI/ML working group and we co-chair a sub-working group. There's never been a whiff of anything other than respectful and active collaboration among the many industry and academic people that staff up the working groups.


Universities, other research groups, companies, and vendors? All good experiences, even when whatever we were trying to work on didn't pan out.


If you know of any other groups or organizations that have experienced similar things with ARDC, and they are afraid to speak up, please let them know they are not alone.


If you would like to help us do even more open source technical work - rather than letting us be terrified that the next project we generously support and promote will find ORI blacklisted as part of a funding 'deal' with ARDC! - then please speak up when you get an opportunity.


The ORI board takes a lot of risks in supporting what we all do. Those risks were not honored. We cannot afford to take any more chances with organizations that behave this way. Life is too short.


Providing a successful, organized, formal, incorporated space for volunteers *is not easy at all*. This has been just one challenge along the way. It was a big challenge and I'm writing this to all of you because I believe you all need to know about what a lot of us at ORI have been dealing with. It has really sucked. The silver lining is that we have ended up much stronger in the process of dealing with the bad behavior.


From here - what specific things can (or should) we do in order to better achieve our goals?


Comment and critique have always been welcome and encouraged, as have your messages of support and thanks. This letter is no different. If you have feedback about any of this for the board, then please write to board@lists.openresearch.institute

Hostile Email from ARDC

By: Michelle
25 July 2022 at 19:19
The email exchange below is representative of how ARDC communicates with Open Research Institute (ORI). This is not an isolated example, but it's the earliest, and therefore the most disappointing, that ORI has received.Β 

ORI is a non-profit research institute devoted to open source R&D for amateur radio. You can find out more about ORI here.Β 

https://www.openresearch.institute/

ARDC is Amateur Radio Digital Communications. They sold off 25% of the 44 IP block, an amateur radio community asset, and converted it to a private fund. This was intended to benefit open source amateur radio projects.Β 

Rosy and Chelsea are employees of ARDC. They are non-ham licensees, similar to many of the employees at ARRL.Β 

Attempts by the full ORI board of directors to find out what Rosy Wolfe (now Schecter) was talking about in the email threat in terms of "misunderstandings" and "tensions", and to clarify this out-of-nowhere threat to funding, have been completely unsuccessful.

ARDC has simply never revealed any reasons for the insults, threats, or blacklisting. Additional smears of individuals, threats about "interrogation under klieg lights", removing grants from projects that requested us as a sponsor before their own review committee sees them, missing all project reporting meetings for ORI funded work since September 2021, demanding that ORI grants be rewritten and then rejecting their own writing, bribing one of ORI's sponsored project with more cash if it only would dump ORI, and other bizarre experiences - and they are bizarre! - followed this exchange.

ARDC just doesn't act normally.Β 

For context, since this was about a lab tour, our Remote Labs documentation can be found here:

https://github.com/phase4ground/documents/tree/master/Remote_Labs

At the time we received this email, we were so happy that ARDC was showing interest in the lab. We were (and are) very proud of it, continually improve the experience, have supported a lot of good work through it, have expanded it from one site to three, and were genuinely appreciative of the funding. ARDC was constantly cited and promoted. The way this email exchange became hostile was a shock.

Because of the nature of our work, we can't do "pull aside" meetings. Meetings, especially with funding sources, can't be secret or informal. We weren't showing off a personal TV set here. The set of equipment to pull off the functions of Remote Labs is a corporate asset. We assumed that a lab tour was the point of the visit and organized it to the best of our ability.

We have never turned down a meeting invitation from ARDC. We have complied with all their requests. We have delivered very high ROI on granted funds.Β 

We hope for much better communications from ARDC in the future.Β 




1) From "Site Visit?" Thread



Rosy Wolfe
Tue, Sep 21, 12:29 PM
to me, Chelsea, k, giving@ampr.org, Merideth


Hi Michelle,


Like we talked about yesterday, we would love for kc (and maybe me
and/or Chelsea?) to come visit the lab to see the status of the P4XT
IRL. kc is generally available on Friday afternoons and Saturday
mornings. Please let us know what would work for you and if a Saturday
morning visit would be a possibility.


Looking forward,
Rosy


--
Rosy Wolfe - KJ7RYV
Executive Director
Amateur Radio Digital Communications (ARDC)
ampr.org


Michelle Thompson <mountain.michelle@gmail.com>
Tue, Sep 21, 2:40 PM
to Paul, Rosy, Chelsea, k, giving, Merideth


Sure thing. Saturday is available. Friday may work as well.


I've cc'd Paul Williamson for scheduling.


Remote Labs can give a view into the physical plant and remote access for FPGA design, openRTX support, openCPI integration, and some payload work, like Cell Matching.


There's a Ham Expo March 2021 presentation about it on Vimeo as part of the Ham Expo Showcase, but Paul can give a customized explanation in person.


-mdt




Paul Williamson
Tue, Sep 21, 4:33 PM
to me, Rosy, Chelsea, k, giving, Merideth


The Ham Expo presentation Michelle mentioned is here: https://vimeo.com/524210400 . It shows the San Diego remote lab substantially as it is today, and explains some of the rationale for its existence.


There are detailed documents about how to access the lab remotely as part of the project's GitHub repo here: https://github.com/phase4ground/documents/tree/master/Remote_Labs


If these resources aren't enough, then you're welcome to visit the lab in person. Saturday mornings are generally available, with sufficient notice. Right now, it looks like any of the next few Saturday mornings should be ok. October 2 and October 16 are better for me than September 25 or October 9.


Every person visiting must be fully vaccinated and masked while inside the building. Please note that the lab is in an upstairs room, not accessible by people who are unable to climb stairs. Also note that the lab room is not very large, so more than three visitors simultaneously would be difficult. The lab is in a private residence with no pets. There is plenty of parking on the street in this suburban neighborhood. The lab address is 5371 Carmel Knolls Drive, San Diego CA 92130.


Please let me know if and when you would like to visit the remote lab.


-Paul Williamson KB5MU




Rosy Wolfe
Tue, Sep 21, 4:48 PM
to Paul, me, Chelsea, k, giving, Merideth


Hi Paul,


Thanks so much for this info!


> The Ham Expo presentation Michelle mentioned is here:
> https://vimeo.com/524210400 <https://vimeo.com/524210400> . It shows the
> San Diego remote lab substantially as it is today, and explains some of
> the rationale for its existence.
>
Cool, thank you. We will take a look!


> There are detailed documents about how to access the lab remotely as
> part of the project's GitHub repo here:
> https://github.com/phase4ground/documents/tree/master/Remote_Labs
> <https://github.com/phase4ground/documents/tree/master/Remote_Labs>
>
> If these resources aren't enough, then you're welcome to visit the lab
> in person. Saturday mornings are generally available, with sufficient
> notice. Right now, it looks like any of the next few Saturday mornings
> should be ok. October 2 and October 16 are better for me than September
> 25 or October 9.
>
ORI always has excellent documentation :) I think having a site visit
would allow us (esp. kc) to nerd out on what you're doing, ask
questions, all that jazz.


Thanks also for the notes on dates. As Chelsea and I would be flying
out, I imagine we'd go for Oct. 2 or 16. Will keep you posted.


> Every person visiting must be fully vaccinated and masked while inside
> the building. Please note that the lab is in an upstairs room, not
> accessible by people who are unable to climb stairs. Also note that the
> lab room is not very large, so more than three visitors simultaneously
> would be difficult. The lab is in a private residence with no pets.
> There is plenty of parking on the street in this suburban neighborhood.
> The lab address is 5371 Carmel Knolls Drive, San Diego CA 92130.
>
Not a problem. Our whole team is vaxxed and willing to mask.


> Please let me know if and when you would like to visit the remote lab.
>
Will do!


Many thanks,
Rosy




Rosy - KJ7RYV
Thu, Sep 23, 9:41 AM
to Paul, me, Chelsea, k, giving, Merideth


Hi Paul and Michelle,


We'd love to take y'all up on the invitation for the site visit on Sat.
Oct. 2. Please let me know if that day still works and we'll get it booked.




Paul Williamson
Thu, Sep 23, 9:53 AM
to Rosy, me, Chelsea, k, giving, Merideth


Saturday Oct 2 is still good.


-Paul


> On Sep 23, 2021, at 9:41 AM, Rosy - KJ7RYV <rosy@ardc.net> wrote:
>
> ο»ΏHi Paul and Michelle,




Rosy - KJ7RYV
Thu, Sep 23, 9:55 AM
to Paul, me, Chelsea, k, giving, Merideth


Ok right on. Please let us know what the best time for a visit it. Maybe
10 or 11 am? I both want us all to be able to get good sleep while also
respecting that it's the weekend!




Paul Williamson
Thu, Sep 23, 10:28 AM
to Rosy, me, Chelsea, k, giving, Merideth


Any time is fine. 10am seems like a reasonable time to start.


How long do you anticipate the visit taking? I'm not sure exactly what your goals are, but there really isn't a whole lot to see in the lab.


-Paul






Michelle Thompson <mountain.michelle@gmail.com>
Thu, Sep 23, 1:00 PM
to Paul, Rosy, Chelsea, k, giving, Merideth


I'm biased, but I think there's plenty to see.


The real value is in the Unraid VMs, technical support, and the democratization of FPGA design achieved so far.


It is true that the boards and instruments by themselves don't reveal much, without explanation.


Anything we can answer or prepare for specifically, please let Paul know.


-mdt




Rosy - KJ7RYV
Thu, Sep 23, 2:25 PM
to me, Paul, Chelsea, k, giving, Merideth


Hi Paul and Michelle,


Re: time, could we say 10:30 am? If not, we’ll keep 10:00. It turns out
my flight doesn’t get in until 10:30 the night before, and I’ll take all
the extra sleeping time I can get!


In terms of the goals for the visit, there are a few. Aside from being
curious about seeing the workspace (I personally *love* visiting
fabrication studios, maker spaces, workshops, etc.), we are interested
in getting a better sense of how ORI works so that we can do the best
job we can in supporting the organization. This is important to us as we
think through the next round of proposals. Plus, it’s about
relationship-building for us: there’s only so much that can happen
through Zoom calls. FWIW, Chelsea, kc, and I are all vaccinated and we
are happy to wear masks indoors.


Also, aside from the MIT Radome, the P4XT project is the largest
project-based (non-scholarship) grant that we’ve made, so we are keenly
interested in its success. It would be wonderful to get a peek
first-hand at the work that has been happening on P4XT, as well as work
on other projects at ORI that you think would be interesting. Sounds
like there are a lot :)


If you’ve got any additional questions, please say the word.


All the best,
Rosy






Rosy Wolfe - KJ7RYV
Executive Director
Amateur Radio Digital Communications (ARDC)
ampr.org










2) From "Remote Labs South" Thread


Chelsea Parraga
Wed, Sep 29, 12:31 PM (11 days ago)
to me, giving


I can appreciate that, Michelle! Thanks for adding the information. I took "emergency" out of the title and added your changes. I've re-uploaded this information to your application page and will have our Committee Chair look at it to provide feedback.


Do you happen to have a link to a conference presentation/talk anyone has given on the recent work being done on the P4XT project? Or perhaps is there a blog post or something we should look at for P4XT specifically? I think you may have mentioned that this type of thing is available and we're hoping to get prepared for our visit. I want to make sure we're looking at all the information you already have available so that we can respect your time, ask smart questions, and maximize our in-person time together. :)


Really looking forward to meeting you in person! I've been doing some homework to learn as much as I can about FPGA's and the more technical side of your work, and it's incredibly interesting and impressive.




Michelle Thompson <mountain.michelle@gmail.com>
Wed, Sep 29, 2:01 PM (11 days ago)
to Chelsea, giving


Good deal.


https://www.youtube.com/c/OpenResearchInstituteInc has video presentations and reports.


Written project status reports are here: https://github.com/phase4ground/documents/tree/master/Management/Weekly_Engineering_Reports


The website has a news feed that we try and keep up to date here: https://www.openresearch.institute/


Anything tagged specifically with ground station work is here: https://www.openresearch.institute/phase-4-ground-station-project/


Ham Expo talks are hosted at Ham Expo Vimeo.


Debris Mitigation regulatory work presentation (complying with these new rules is required for P4DX deployment) https://vimeo.com/610998209


Repeater Builder talk (how to be a developer for P4DX uplink work) is here https://vimeo.com/594054003


Remote Labs for P4DX Engineering is here: https://vimeo.com/524210400




We have a quarterly architecture review that starts (online) at 10am on Saturday, but I should be able to get away at some point. I didn't assume I'd be part of the lab tour, but am very happy to talk about it.


-Michelle W5NYV


Chelsea Parraga
Wed, Sep 29, 8:25 PM (11 days ago)
to Rosy, me, giving


Shoot! KC, Rosy, and I were primarily hoping to meet with you to get to know you and your work better. Our goal for the trip is to better understand the lab and how things are going, but also to build a great collaboration with you. I assumed you would be a part of the lab tour.


When would be a better time for you? Could we move the tour to 11 or another time to make sure we can see you?
--
Chelsea PΓ‘rraga, KF0FVJ
Grants Manager
C: 520-471-6903
Amateur Radio Digital Communications (ARDC)
ampr.org


Chelsea Parraga
Fri, Oct 1, 10:47 AM (9 days ago)
to me, giving, Rosy


Hi Michelle,
When you get a chance, please let me know what time we can meet that would work for you! We're hoping to have you join KC, Rosy, and me for the lab tour.
Thanks,


Chelsea




Michelle Thompson <mountain.michelle@gmail.com>
Fri, Oct 1, 12:08 PM (9 days ago)
to Chelsea, giving, Rosy


I'm not available for the lab tour on Saturday. I'm presenting at the quarterly architecture review for Phase 4 from mid-morning until I run out of time for a meeting starting at 1pm with lawyers for an M&A for Traceroad Incorporated. This work has to be completed by Monday, the lawyers don't work on Sundays, and I'm one of the signatories.


The scope of this visit was lab inspection. Paul is in charge of the lab and is very capable. He will walk through the audit of the physical assets and explain the access methodology for the lab.


If you want to schedule time for another meeting at a later date, let's open a discussion about what the agenda would be for that meeting.


-Michelle W5NYV




Rosy Schechter - KJ7RYV
Fri, Oct 1, 12:22 PM (9 days ago)
to me, Chelsea, giving


Michelle,


I'm curious why Oct. 2 was presented as a date when you were not
available on that day?


You are our primary point of contact, and it is surprising that we will
not be able to meet in person tomorrow.


Rosy


Rosy Schechter - KJ7RYV
Executive Director
Amateur Radio Digital Communications (ARDC)
ampr.org


>> ampr.org <http://ampr.org>
>
> --
> Chelsea PΓ‘rraga, KF0FVJ
> Grants Manager
> C: 520-471-6903
> Amateur Radio Digital Communications (ARDC)
> ampr.org <http://ampr.org>
>




Michelle Thompson <mountain.michelle@gmail.com>
Fri, Oct 1, 2:05 PM (9 days ago)
to Rosy, Chelsea, giving


Paul proposed the 2nd of October after I handed over scheduling to him on September 21st. From that email, I said "Paul can give a customized explanation in person". Since the purpose of the meeting was a Site Visit, my goal was to ensure the best possible presentation.


Paul is the lab lead and point of contact for lab inspections and visits. 2 October worked for him. He's by far the best person to present the work going on in the lab. Delegating the tour to Paul is not intended to minimize its importance in any way. There is not much I can add to a discussion or presentation about Remote Labs, given the amount of time and effort that Paul and his volunteers have put into it.


I think that if you wanted a meeting with me, you should have asked for that instead. If there is a second agenda, which "build collaboration" and the frustration that I can't be there tomorrow hints at, then let's talk about what specifically you are interested in doing.


If this is a personal collaboration with me, or some sort of offer of work, then I have to decline at least until after the ORI technical conference on 30 October. I'm also in the running for FCC Technical Advisory Committee as a representative from ORI, and the vetting process is going on right now, is time consuming, and I do not know when it will conclude or what the outcome will be. Think positive thoughts, because having open source work represented at the FCC has been a big uphill battle.


If there is a proposal for collaborative work with ORI (maybe you have a project or org in mind that can take advantage of what we can offer?) then we have a page for this:
https://www.openresearch.institute/your-project-is-welcome/


If there's some other concern that you (or someone else visiting) intended to pull me aside about during a site visit, then please do not feel like you have to do that. I'm happy to talk about almost anything on the phone.


-Michelle W5NYV




Rosy Schechter - KJ7RYV
Fri, Oct 1, 6:41 PM (9 days ago)
to me, Chelsea, giving


Hi Michelle,


Thank you so much for this extra information. However, given that you
are the one who invited us to the lab, I still would have expected a
more explicit indication that you would not be there than "Paul can give
a customized tour in person." There is nowhere in that phrase that
states, "And he will do it because I will not be present." Imagine if I
invited you to my house, said that my roommate would show you the
garden, and then when you got there I wasn't there, just the roommate.
It would feel weird, right? That's how this feels, honestly.


Following this news of your absence, I will also not be coming to San
Diego - I am both dealing with a health issue and moving on Sunday. My
aim at coming this weekend, in addition to learning about the lab, was
to have conversations to help move your existing and future proposals
forward sooner rather than later. We will have to have that conversation
another time. However, Chelsea and kc are both looking forward to seeing
the lab, and I believe Phil may join as well. Also, we may be in San
Diego for a board meeting later this year, so my opportunity to visit is
not lost.
>
> If there's some other concern that you (or someone else visiting)
> intended to pull me aside about during a site visit, then please do not
> feel like you have to do that. I'm happy to talk about almost anything
> on the phone.


We do need to have a conversation, one that I had hoped to have in
person. As I said in a previous email, I would like to have a better
understanding of your vision for ORI so that we at ARDC can do a better
job of supporting it (e.g. Can we put multiple proposals in one? Where
do you want to be in a year? What kind of operational support does ORI
need?). At the same time, the frequent miscommunications (such as the
one around your presence on this trip) is causing tension between our
organizations, and it is simply not sustainable for the kind of
long-lasting relationship that everyone at ARDC would like to have with
ORI. I would like to find a way for our organizations to communicate
better so that we can have fewer misunderstandings and more success
stories.


Please let me know when you might be available for such a conversation,
and note that I am not available until the week of Oct 11.


It sounds like this is a big weekend for you, and I wish you the best of
luck with your meetings and other work. I also saw your Tweet re: Dr.
Moberly and know how hard it is to lose a friend. May you find time to
nourish yourself amid all the work.


73,
Rosy




--




Michelle Thompson <mountain.michelle@gmail.com>
Sat, Oct 2, 8:51 AM (8 days ago)
to board, Rosy, Chelsea, giving


I was asked if ORI could host a lab inspection during the semi-annual report to Chelsea last week. I said yes, of course.


I didn't initiate this particular trip with an invitation. I responded to an appropriate and welcome request at the end of the hour-long interview. When there was follow-up from ARDC, I set it up to the best of my ability. The lab has always been open for visits from any participants that happen to be able to travel. With Covid, that's been pretty hard. We do have a volunteer that runs the cell matching on-site during the week.


Lab visits requested by officials from funding agencies would not be handled the same way that an invitation to someone's house would be. I don't understand the comparison you are making to personal property like a greenhouse, and a corporate asset that is open for inspection.


What frequent misunderstandings are you talking about?


We have been highly successful in both regulatory and technical areas and frequently promote ARDC. ORI saw no issues with ARDC and was quite happy. ORI has no operational issues or needs at this time.


I report to the board of ORI and take direction from them, so I've included them so they can read and eventually respond to the important things that you've shared here. I will defer to them to continue the conversation with you, and standby for any re-direction or correction.


-Michelle W5NYV




Steve Conklin
Sun, Oct 3, 9:15 AM (7 days ago)
to Rosy, board, me, Chelsea, giving


Rosy, Chelsea, and everyone else on distribution,


I think Michelle's take on this is accurate, and I also think it's important to bring up any topics of importance to ORI in a manner such that we can respond as an organization. We have an active board which communicates almost daily to manage ORI. While Michelle is the founder and can speak with authority on any of our ongoing work, having conversations about how ARDC can better support ORI, or how we can better structure our projects is something that should be done on an organization-to-organization basis, and not as a side meeting during a meeting that was scheduled for a different purpose.

ARDC and ORI both have a responsibility to conduct business in clear and unambiguous ways, and to be good stewards of the money entrusted to us. We must be worthy of the trust of our partner organizations. Our board members must participate on behalf of our organizations in a way that upholds that responsibility, and we must do it in a way that will withstand scrutiny from outside the organization, whether that's donors or government agencies. In order to do that, when we speak to important topics, we need to have an opportunity to do it as an organization, and not simply as individuals. Business should be conducted with the organization and not individuals, using a medium which helps make the communication clear and referrable.


A visit to the lab does not rise to the level of ORI "doing business", but a conversation about the details of how we might structure or receive grants does. We are extremely grateful for the funding we've received from ARDC, but that funding and the potential for further grants from ARDC means that we should conduct related business in a more formal manner with good record keeping. This is critical in order to avoid any appearance of special treatment, or quid pro quo outside of our grant agreements. This doesn't mean that all interactions have to be 'contractual', just that they need to be recorded. This could be an email trail, recorded zoom meetings, or even phone calls with notes/minutes distributed after.


Perhaps we should set up a periodic zoom meeting with board members from both sides present?


Thanks, and I really hope that we can adjust our approaches and move on to do some really great things together.


Steve Conklin,
CFO, Open Research Institute




_______________________________________________
Board mailing list
Board@lists.openresearch.institute
http://lists.openresearch.institute/listinfo.cgi/board-openresearch.institute




Rosy Schechter - KJ7RYV
Oct 7, 2021, 3:13 PM (3 days ago)
to Steve, me, board, Chelsea, giving


Hi Steve,


Thank you so much for your email and your patience in our reply. As this
has been elevated to a board-level discussion, we are discussing your
mail internally and will reach out with more information when we have it.


Rosy


Rosy Schechter - KJ7RYV
Executive Director
Amateur Radio Digital Communications (ARDC)
ampr.org


> ampr.org <http://ampr.org>
>
> _______________________________________________
> Board mailing list
> Board@lists.openresearch.institute
> http://lists.openresearch.institute/listinfo.cgi/board-openresearch.institute
> <http://lists.openresearch.institute/listinfo.cgi/board-openresearch.institute>
>



Franklin Antonio

By: Michelle
15 May 2022 at 17:11

The news is now out about Franklin Antonio passing away. I've known for a number of days, and have been thinking about what to write, or to write anything at all. This question has cleared up for me.Β 


I want to share with you all how much of an influence and help he has been to me, to the projects that came before ORI's work, and to ORI. By sharing these stories with you all, it is my goal to make sure the advice and support he gave us will continue to be of enduring benefit to not just ORI but to each and every one of you doing things you care about, out there in the world.


You can find a lot written about him concerning his philanthropy, managerial and professional accomplishments, and technical expertise.Β 


I will share things on a smaller and more personal scale.Β 


Within a few days of starting at Qualcomm in 1996 I was warned about Franklin Antonio. He was one of the Qualcomm founders and had employee number 007.Β 


He was an asshole. He was abusive. He used the word "Fuck" a lot. He'd show up in your lab, point at your equipment, and it would burst into flames. He would then cackle and laugh and you'd lose a year of your life if you looked him in the eyes. If he showed up at your design review, just give up. You'll be annihilated in a cloud of smoke and sparks. He pulled strings, made projects happen, or could shut them down. He had a horrible temper. He was out of control. He was a genius. He was always right.


Having grown up the hard way, I set all of this stuff aside. I've been threatened by much scarier and much more dangerous men. Besides, I was pretty low level at Qualcomm. When would I ever run into a founder?Β 


Well, I was wrong.Β 


We had a phone design review in an auditorium, late 1990s. And, Franklin walked in and sat down middle front row. Douglas Scofea and I were towards the back of the room, and we watched engineers, one by one, move away from him, scooting away seat by seat, like bacteria in a petri dish repelled by penicillin.Β 


And that is exactly what happened in the review. An antibiotic for some shitty design decisions that had been made in haste. And, some corrections to things that weren't made in haste, but just had not benefited from the visibility and experience that he had. Yes, he was blunt. But he was also fair. I didn't see the problems people claimed. Things that were done in good faith, he seemed to just know. Things that were sloppy, he also seemed to just know. I was taken aback at how effective this design review was. Not everyone agreed. The presenters that had tried to cut corners remained irate. Some of them went on to do more damage over a wider footprint, at other companies. I was not surprised when this happened. They were simply incapable of taking comment and critique when it conflicted with their egos.Β 


At a later review, I had to present some bad news about accessories for a phone project. The current consumption assumptions from the accessories design team were simply and flatly wrong. I had the numbers from the phone side. I had done the work.Β 


I volunteered to give the presentation. I didn't have to do this, but someone was going to have to do it. Everyone else was seriously stressed about it. I was not. We have to trust in the truth.Β 


I put it up on the screen in the hall. I walked through the results and summarized the repercussions. A VP in the audience declared that I must "be an incompetent moron" and that "the project should simply ignore" my work. Like, no kidding - he dumped scorn on the idea that there could be bad news "at this late stage" and that things would simply work out like they always did. We were talking about a lot of money at stake, so I really did understand his fulminations. They were just wrong.Β 


The critical part here was that high power calls would fail if we went ahead with these car power adapter accessories and this phone design, as is. What if this was a 911 call? 911 calls are always done at max power, by policy. 911 would fail every time if the phone was connected up to car power. About 70% of billable minutes during this era were from cars. That means, to me, that it was highly likely that 911 calls would come from cars. And they would fail if the phone was plugged into a charger. Who didn't plug their phone into the car charger?Β 


The team doing accessories was in Boulder, CO. I was in San Diego, CA. I was not part of the accessories design team. What I was really doing was saying it was necessary that expensive adaptations were required, so that the accessories could provide more power to the hardware coming off the phones from my factory. The results from lab measurements were equal to the amount of power predicted by my simulations, which were based off of the byzantine BOM.Β 


Boulder had a completely different story, but no data. They'd frozen the design before any current consumption data was measured and before I'd finished figuring out how much current this phone would draw at high power.Β 


Franklin interrupted and backed me up. The VP was speechless and suddenly pale. The room was totally quiet. The accessories were suddenly in play. We didn't have a massive cock-up with that phone. This is just the sort of thing he routinely did at work.Β 


The VP didn't apologize. Later on, he was the one that made sure I wasn't airlifted to Qualcomm when Kyocera bought our division. I ended up a Kyocera "resource", doing nothing but getting pumped for IP so that Kyocera could make CDMA phones. Speaking truth to power has repercussions. Not all of those repercussions are positive.


Later on, Franklin accused me of abusing the Real Name function in the Qualcomm email server and suggested I would single-handedly cause the heat death of email with "nonsense letters and numbers", and "with what gall"! How could I possibly think this was a good idea? and "Explain yourself!"


Well, when I was in the lab and sent mail about results to the team, I would send the mail as V119-B, which wasn't nonsense. It was the room number of the lab. He was quite irate with me for "hiding" my real name. So, I told him what I was doing.Β 


The mail sent from the lab was in the name of the lab. This was vocational speech to me, completely in service to the work done in the lab by my three technicians and all the other engineers I could convince to problem solve on uncooperative devices. It was not my individual voice and I wanted the right people to get the credit, because technicians rarely did. But, I told him I would correct it immediately.


He said he understood, and to carry on. At the time, I didn't think much of this brief exchange.Β 


Me and my friends from work would go out to BLM land (Anza Borrego) and look at stars. I had a nice scope (still have it on Palomar) and it was simply amazing to look through it in a real desert. I don't come from a place with this type of atmosphere. It's so dark in Anza Borrego that Venus can cast a shadow. You can see how enormous the Orion Nebula is. The Milky Way is shocking. You can find things that are only on a chart.Β 


We were around a fire on one of these trips, and someone unexpectedly strode right up, pulled out a chair, and struck up conversation. The visitor and I talked about many things, but it was so dark I didn't immediately recognize who it was. He knew my name. As a raging extrovert, this was good enough for me.Β 


Eventually, I realized who I was talking with. I'd only seen him across an auditorium at a design review or as a name in email.Β 


Everyone else at the campfire was very quiet and they slowly withdrew.Β 


Franklin was grossly misunderstood by many people.Β 


I left Qualcomm, had three children, and did many other things. But, engineering is a vocation to me. The best possible way to do it is as a charity or service. It is the highest possible honor to be able to spend time serving you all at ORI.Β 


ORI is a means to an end, and not something that we should ever allow to become a brand we fall in love with. Yes, we should fight for it when it's treated unfairly, and yes it has been treated unfairly.Β 


When I started working on microwave broadband systems for amateur radio for AMSAT, Franklin was one of the first people to join any email list I started. He consistently sent me useful advice and supportive comments. He did not think the future of the work would be with AMSAT, and he was right, but the alternative was starting up something from scratch. Sadly, that's what eventually had to happen.Β 


Franklin told me I was fully capable of doing this type of work, when I asked him if Bruce Perens' crazy idea of a 501(c)(3) made any sense. Franklin did make a pitch for a "real" startup, a commercial one. But, he also understood what I meant about doing things as a public charity or vocational calling. Very very few other people have.Β 


Franklin provided invaluable advice and support over the past couple of years, especially dealing with the confusing communications and decisions from ARDC and AMSAT.Β 


I was involved with a SETI project that he wanted to see happen, and I know some things that I cannot share. This was a very special person and I'm a better human for getting the chance to know him. We talked about AMBE and open source ASIC tools and SETI and fossils and some really dumb ideas and I will miss him very much.Β 


What I would like to accomplish by sharing these stories with you all is to make sure that we do at least a good a job as he believed we were doing. Franklin was impressed by our progress, approved of at least some of what we do (he had opinions, of course), and while he thought we could get faster results by going for-profit, he understood exactly what I meant about vocation and volunteerism.Β 


He was not completely convinced that open source would save the world or was as good a choice, in every circumstance, as many of us may think it is. But, he strongly approved of our targeted methodology. We aren't open source zealots, demanding that all tools and all processes and things not related to our mission all be open source. We experience a lot of blow-back at ORI from people that want us to be pure - to use Octave instead of MATLAB, for example. We get a lot of negative energy from people that are irritated we have a Vivido license instead of doing all FPGA work with things like LiteX.Β 


In order to succeed, whether non-profit or commercial, we have to pick our battles and spend the majority of our time doing things that directly help achieve what's most important to us. That's direct advice from Franklin (and others) that we have received along the way.Β 


Let's try and put this advice into practice as best we can.


Thank you,

-Michelle Thompson

Tombs of Annihilation vs. The Pandemic

By: Michelle
14 June 2021 at 16:51

It started with a tweet:

The traps got them twice tonight in Tombs of Annihilation. And now the ranger has a case of the butterflies.

10:18 PM Β· Jun 13, 2021Β·TweetCaster for Android


Bill Barnes

@ataribill

Replying toΒ 

@abraxas3d

Very difficult dungeon..


I thought about it, and here's what I had to say.Β 


It is. I've been unapologetically intervening (quietly, with a light touch) in the difficulty level because, well, since we've been playing for the past year+ it's the one time of the week we aren't thinking about severely stressful things.

Even as DM and having to do some extra work, it's as if the pandemic wasn't going on - just for a couple of hours. This has turned out to be very valuable.Β 

We're so very fortunate to have a large enough family to pull off a regular in-person game.

Chult really can slay characters; after their beloved Druid guide was disintegrated by an undead Mind Flayer (horror!); after it was clear that killing characters wasn't going to be handled well at all, I tried hard to make it feel dangerous, but not as punitive as it could be.

We have enough other BS going on as a household. Just a long list of unfair crap and setbacks and hard work and shitty real-life dice rolls. It's still hard and there's been some close calls, but I have extracted things other than character deaths from this party this year.

Watching them deal with encumbrance rules in the field (which I usually ignore) has been entertaining.Β 

Whatever the top encounter is, they get it. Whenever a trap could be there, it is. NPCs are not as easily captured or defeated. And wow their cleric - how are they still alive? LOL.Β 

I think I met this character at Burning Man a couple of times and wouldn't trust them with a nail gun or let them in my tent.

There's a Warlock with an insane demon patron, an overeducated Wizard, and a betrayed Knight. With dinosaur steed. Jurassic Don Quixote.

The only thing wrong with this game is that I can't play it. I do get to "play" the NPCs, and there are a lot of them.Β 

They have a one-armed Dwarven warrior guide, a damaged ranger rescue, Artus, and whoever they don't dispatch does tell them things.Β 

Not the same as playing.

It does kind of expose my bad habit of being part of the infrastructure or volunteering to do crap rather than "just" enjoying something or "just" being a member or "just" consuming entertainment.Β 

But, the game wouldn't happen if I didn't force some space for it and set it up.

And sometimes I have to remind/drag/insist them to the game, or reschedule, or listen to lengthy rants about why their character didn't get x or y or why they felt left out or that things are unfair. It's a lot of emotional labor to run a campaign like this.

And some of that isn't fun but it's super important to listen and make it as fun as possible and try and model the sort of collaborative play that creates the totally awesome magic of things like D&D. There is a level where it's not just a game.

Like Warhammer 40k: the 1st rule is that your opponent enjoys the game. You don't pander or roll over to each other. You create a great experience together, even if you are opponents.Β 

This is the exact same rule in civil discourse. Put your opponent in the best possible light.

So if even a little bit of that sinks in, then all the work (and giving up the chance to run a character in some online campaign because I only have so much time) is totally worth it.Β 

Plus, we have laughed so damn hard this past year. My household members are hilarious.

They are creative, emotionally invested, daring, craven, sneaky, clever, and unpredictable. What a joy to get this chance to see all of this.

The Radio-Free RFC Podcast

By: Michelle
1 April 2021 at 18:35

Β https://www.openresearch.institute/2021/04/01/radio-free-rfc-podcast-all-episodes/


This podcast was originally published beginning in January 2005. It’s a light-hearted and humorous view of Internet β€œRequest for Comments” or RFCs.


Here's some additional thoughts about this podcast, and the time in which it happened.


Early on in the podcast "movement", this podcast was representative of many of the podcasts published at that time. It was content from individuals that were passionate about what they were doing, and also wanted to take full advantage of the life-changing ability to directly address other people out there that shared their interests (through the internet), and who also had the technical skills and time to 1) produce audio and 2) use the internet distribution mechanisms of the time.Β 


Many of these early podcasts were exceptional. A lot of them were not great at all. But, there were a lot of choices. A lot of the voices were ordinary people.Β 


It is true that the voices heard tended to be from a narrow demographic. This has had lasting repercussions on podcasting, media, and the internet. However, at first, the voices were a bit more diverse than what they rapidly coalesced towards (white, male, wealthy).


In the beginning, there were multi-hour hacker podcasts (young, white, male, not wealthy) alongside music shows (mostly young white men) alongside amazing folk music shows (mostly older white men) right next to deep dives on the structure of Psalms sung by rural churches (white highly educated Prostetant men deeply committed to preserving a dying art form).


These church podcasts captured what seems to be the very last working examples of a type of church music that used to be very common. Future archeologists will listen to things like the short-lived "Psalmcast" podcast and I hope they treat it like we now treat Alan Lomax's work.


The voices in the podcasts were, and are now today, almost always white men. But, in the beginning, there was more age diversity, more income diversity, and a wider range of "quirkiness".Β 


A warning is due here. We cannot and should not assume that all of these podcasts are still available. There is a shockingly large amount of original, creative, innovative early podcast work that has been lost. I thought Radio-Free RFC Podcast would be easy to find on the internet today. After all, it is about the internet. But, I couldn't find any evidence that it ever existed.Β 


Content like Radio-Free RFC Podcast was produced during a time where assumptions about the media, the message, and the audience were fundamentally different than what we have now. Our current YouTube-dominated and professionalized and advertisement-laden podcast scene was different from what was going on during the Radio-Free RFC Podcast era. At that time, anyone, including myself, could have a podcast. I produced a church podcast for over a decade. I produced it for the local Catholic parish, but the people that it best served were in the military and people that lived in countries where Catholicism was harshly managed. I realized that the mission of this podcast was not what I had originally intended, and I did my best to serve marginalized, endangered, and stressed-out communities.Β 


What has changed? The professionalization of podcasts, the loss of truly democratic protocols, and the cost and complexity of hosting content. What has stayed the same? The stigma of producing vs. consuming media, because you are supposed to consume and leave the producing to the pros, and racism, sexism, and bigotry in media and performance.


I wish there were more podcasts like this one, now.

Report to Members 10 - AMSAT Board of Directors

By: Michelle
1 December 2020 at 19:00

Β When confronted with negative and ignorant speech, it's important to respond with a positive and informative letter.Β 

The original article, an attack on open source in the Amateur Radio Satellite Service, by Jerry Buxton can be found in the Sept-Oct 2020 AMSAT Journal linked here:Β 

http://www.ai4qr.com/The_AMSAT_Journal_September-October_2020.pdf

The rebuttal is shared with you here:

https://www.openresearch.institute/2020/11/25/open-source-and-space-everybody-but-amsat-came-to-the-party/

Your feedback, comment, and critique is welcomed and encouraged.Β 

Those of us that have achieved enormous strides forward in regulatory and technical realms will continue to work for AMSAT-NA to make it the organization that it can be - a world class amateur radio organization taking full advantage of all available technical and regulatory innovations. The fact that it is not "world class", at this time, is not as important as where it can soon be.Β 

There simply need to be some changes. AMSAT must catch up with the current regulatory environment. And, it wouldn't hurt at all to catch up with the diverse array of riches offered by open source hardware and software projects. Current leadership isn't doing this, actively opposes doing this, and will continue to suffer in comparison to other amateur satellite organizations that have adapted and have taken advantage of all the current golden age of technology and opportunity offers.Β 

There has never been a better time to be a ham radio operator. There has never been a better time for open source hardware and software.Β 

If a leader in amateur radio opposes open source for the Amateur Radio Satellite Service, they are choosing to fight at a horrific disadvantage. Please let *your* leaders know that you want them to be competent, up to date with regulatory law, and to take full advantage of open source technologies. All of us that love amateur satellite rely on advocacy groups like AMSAT. Advocacy needs to reflect reality. Denying the technical impact and regulatory advantage that open source gives hams in the US is a bad take.Β 

Please, help correct this.Β 

How?

1) Support open source organizations.Β 

2) Elect leaders that clearly embrace, defend, and build open source solutions.Β 

What should AMSAT-NA do?

1) Retract this article.Β 

2) Adjust engineering policies to align with US State Department Policy decisions.Β 

3) Follow through on commitments to pay AMSAT's contracted law firm to review and write both open source and ITAR/ EAR policies. This invoice is currently languishing. While policy creation is considered by many to be boring, having a rock-solid written ITAR/EAR policy makes volunteering safe and easy. Isn't that what AMSAT needs and deserves?

Thank you,

-Michelle Thompson W5NYV


So, why should you care what I think? I do have some relevant qualifications. Here they are.Β 


AMSAT Director 2019-2020

Open Research Institute, Inc. Co-Founder and current CEO

Vice President Traceroad Inc. (terrestrial telephony, lots of interaction with the FCC)

IEEE Senior Member

Vice Chair IEEE San Diego Information Theory Chapter (info theory is why you have digital communications)

MSEE Information Theory from USC

Life Member ARRL, AMSAT, 10-10

Don Hilliard Award Recipient

ARRL Technical Advisor 2020-2023

GNU Radio Conference chair 2019-2020

Senior Engineer Qualcomm Inc. (Globalstar, terrestrial cellular telephony, and digital hardware R&D)

Report to Members 9 - AMSAT Board of Directors

By: Michelle
27 July 2020 at 17:15
Patrick Stoddard and I have tried for many months, politely and internally, to resolve the issues of unauthorized spending and the refusal to call board meetings.

Details here:Β https://w5nyv.blogspot.com/2020/07/report-to-members-8-amsat-na-board-of.html

The majority of the board simply ran out the clock for a year, and then ran for their seats again.

My fellow "reform" director Patrick Stoddard and I appealed to the membership to please elect new board members this summer. We endorsed candidates that would:

1) agree to have board meetings.Β 
2) refrain from informal unrecorded back-office deals to spend company money on things unrelated to putting amateur radio satellites in space.Β Β 

The response was a lengthy "official explanation" that was neither official nor an explanation. It was, however, an admission that the board and officers knew about the expenses and approved of them in secret.

https://www.amsat.org/amsat-leadership-explains-2018-2020-legal-expenses/

This was disappointing. Individual board members and officers have used the AMSAT website and other communications functions of the company to spread an unofficial and unapproved attack on me and Patrick.

There was no effort, at all, to talk with me or Patrick about this. The only communications about this problem have been angry assertions that it was somehow justified because they decided it was somehow justified. None of the reasons make sense, are true, have any legal value, or help AMSAT in any way.Β 

So, we asked a corporate governance specialist for advice.Β 

We trust that expert advice and instructions will correct those that have gone astray.Β 

If you can vote in this summer's election, please do. Robert McGwier, Howie DeFelice, and Jeff Johns will allow regular productive board meetings and will not secretly hire law firms to target Directors in order to obstruct them from doing their jobs.Β 

-=-=-=-=-=-=-=-=-=-

July 27, 2020

AMSAT Board Members
Clayton Coleman, President
clayton@w5pfg.us

Dear Sirs and Madame:

I am writing in my capacity as counsel to Michelle Thompson and Patrick Stoddard regarding the letter to members entitled β€œAMSAT Leadership Explains 2018-2020 Legal Expenses” posted on July 10, 2020 (β€œLetter”).Β  Through the course of my representation of my clients, I know that information included in this letter is patently false and defamatory and has resulted in reputational harm to Ms. Thompson and Mr. Stoddard. On behalf of my clients, I demand that appropriate corrective action be taken to address these falsehoods and prevent further harm to their reputations.Β 

The most egregious falsehood, among several, is the statement that AMSAT is β€œunder attack” by my clients.Β  Ms. Thompson and Mr. Stoddard have consistently worked to improve AMSAT – and have done nothing to attack or undermine the organization they support.Β  It is true that my clients have worked diligently to evaluate the mission, activities, finances, and procedures of AMSAT.Β  Β Specifically, they have taken steps to increase the financial transparency of AMSAT, enforce the provisions of its existing bylaws, and obtain access to corporate and financial documents.Β  They have done all of this work as volunteers, deeply invested in the well-being and success of AMSAT as an organization.Β  While I understand that certain AMSAT officials may interpret my clients’ actions to be critical of their personal actions, it is simply not true that AMSAT as an organization is β€œunder attack.”  The broad dissemination of a statement to the contrary is false, harms Ms. Thompson’s and Mr. Stoddard’s ability to serve AMSAT and calls into question their integrity.Β  Β 

As you know, Ms. Thompson and Mr. Stoddard were improperly denied access to AMSAT’s corporate records. They had to retain my firm just to be able to carry out their corporate responsibilities as Directors.Β  They now are questioning the propriety of the legal expenditures as they have not been given any evidence that these expenses were ever approved by board action, much less in advance of the engagement, as is required by Article II, Section 1 of AMSAT’s bylaws.Β  One of the principal fiduciary responsibilities of all board members is to obey the provisions of the organization’s governing documents.Β  Rather than β€œdisrupt and possibly defame” or β€œpublicly attack the integrity and honor” of AMSAT Officers and Directors, Ms. Thompson and Mr. Stoddard have merely been trying to review whether the AMSAT board has met this important fiduciary obligation.Β Β 
You noted, β€œ[t]he only powers that Directors have is when the Board is in session and Board members make their vote” – and yet, we are not aware of any Board meeting in which this Letter was discussed.Β  The fact that five of the current Directors have decided to sign this letter without conferring as a Board is good evidence that Directors may choose to exercise his or her individual oversight role in the absence of a Board meeting.Β Β 

In conclusion, my clients are doing their best to improve financial transparency and good governance in AMSAT. We agree that β€œa poisonous atmosphere makes it impossible for good ideas to be heard” and my clients both wish to create instead an β€œatmosphere of collaboration and common purpose.” They ran on a reform platform and were duly elected by the members to carry out that mandate.Β Β 
With this letter, Ms. Thompson and Mr. Stoddard formally request that the Letter be retracted and removed from AMSAT’s public website.Β  Alternatively, the Letter should, in consultation with my clients, be corrected to accurately reflect the reality of their interactions with AMSAT and its Board.Β  Given that the unfounded accusations against my clients harm their reputation and question their integrity, we request action be taken no later than ten (10) days after the receipt of this demand.Β 
We look forward to your prompt attention to this matter.Β 

Sincerely,Β 



Carolyn A. Klamp, Counsel

cc: Dr. Tom Clark
Keith Baker,
Jerry Buxton,
Dr. Mark Hammon,
Paul Stoetzer,
Martha Saragovitz,
Robert Bankston,
Drew Glasbrenner,
Bruce Paige
Β  Β  Β  Β  Michelle Thompson
Patrick Stoddard

Report to Members 8 - AMSAT-NA Board of Directors 2020

By: Michelle
1 July 2020 at 22:45



Greetings all,


I’ve been a member of the AMSAT Board of Directors since September 2019. Thank you very much for your support and trust.Β 


You can find my candidate statement, campaign statement, and previous reports here.


This letter addresses large unauthorized expenditures made by current Directors and Officers. The men responsible, after many months of silence and professing ignorance, have now angrily admitted it.Β 


The entire Board, before I joined, was in on this. Now, some of these men have the unmitigated audacity to run for positions in the 2020 AMSAT Board of Directors election.Β 


This shows exceptionally bad judgement. They are assuming that you won’t care about what they’ve admitted to doing over the past year. I know that they are wrong, and I’m here today to clearly state why, and ask that you not vote for these incumbents.

Please vote for Bob McGwier, Howie DeFelice, and Jeff Johns.Β 


Unauthorized Expenditures


AMSAT secretly hired a law firm called Hurwit and Associates. The legal expenses were $5281.00 in December 2019, $1755.00 in January 2020, $112.50 in February 2020, and $3172.50 in March 2020. This is a total of $10321.00 since Patrick and I joined the Board in September 2019.Β 


The only reason cited for the $10321 spent in late 2019 and into 2020 was β€œOrganizational Ques, Conflict of Interest, Anti Discrimatory (sic) Policy”.


The checks were signed by Paul Stoetzer and Martha Saragovitz.


But it gets worse. We kept following the money, and the grand total spent on this firm, from 2018 through 2020, is actually $18,503.50. This is more than what AMSAT got from the Payroll Protection Plan (COVID-19) loan program. AMSAT wouldn't have needed the $17,700.00 from the PPP loan if it didn't spend the money on secret lawyers without Board authorization.

So what was this money for?


The reasons listed for these expenses were harder to track down that the other set, but they were eventually uncovered: β€œFalse accusations by Michelle Thompson” and β€œHarassment of Drew Glasbrenner by Patrick Stoddard”.Β 


On one bill, for $1,050, "legal advice related to the 2019 election of directors”. How odd. What legal advice? No documentation of any type was provided, other than this brief and buried note. Why would Officers need legal advice about the 2019 election? Patrick and I asked, and there was no answer outside of finger pointing and vague excuses.Β 


It took a very long time to find out what β€œfalse accusations” and β€œharassment” were about. For months, I kept hearing that I had β€œa conflict of interest”, and that’s why I couldn’t access corporate documents and communications, and that’s why AMSAT β€œhad to” hire a law firm. A firm that turned out to not even be licensed to practice in Washington DC, where AMSAT is headquartered!


Even if I had some sort of financial conflict of interest, then under DC law I would simply recuse myself from any affected vote. That’s how adults work. It turned out, thanks to Mark Hammond linking to an old email from Joe Spier and clearly stating that these were the reasons I had a β€œconflict of interest” - were because I had asked Joe Spier for help a year or so back.Β 


I was having problems getting things done.Β One request was aboutΒ  how to get re-tweeted by the AMSAT Twitter account. What I was told to do wasn’t resulting in what was supposed to happen. This was for promoting actual real honest-to-goodness AMSAT projects that were my responsibility. I had tried to get help with whoever ran the AMSAT Twitter account using Twitter direct messaging and was getting completely ignored. Where else am I supposed to go about not being able to follow instructions given to me by AMSAT leadership, for an AMSAT project?


I complained about Jerry Buxton’s use of the term β€œwomen and children” in the context that women were like children and needed protection because they just couldn’t handle the world of adult men. It happened more than once. I wanted it to stop. Women are adult people. Women are not children, in need of protection, prevented from fully participating. That puts women volunteers and fellow volunteer technical managers, like myself, at an unfair disadvantage. This is a real problem. But, the good news is that it’s really easy to fix. Usually, people simply apologize and try to do better.Β 


I was honestly confident that both issues would be quickly and privately resolved. The last thing on the earth that I expected was the amount of unauthorized spending and the personal retribution based on minor complaints.Β 


What Conflict of Interest?


Neither of these issues that I complained about, specifically pointed to by Mark Hammond as the reason for me having a β€œconflict of interest” - and therefore AMSAT being totally able to deny me access to virtually all records as a Board member - was worth driving the organization down an expensive illegal road. The reasons given for these expenditures are complete nonsense. These just aren’t legitimate business reasons to spend money on lawyers.Β 


Even if you believe that mild complaints from active life members deserve five figures of lawyer action, there’s a more serious and fundamental problem. If this was a legitimate expense, then it should be in the meeting minutes. There are no records in the meeting minutes of AMSAT Incorporated where these large and grossly inappropriate expenses are justified. Go look for yourself. There’s not even a hint of an executive session or any of the other common techniques used to shield sensitive issues.Β 


This was not a budgeted expense. It’s definitely not overhead, which are expenses that are required for ordinary day-to-day operations. They are definitely not ordinary legal expenses, especially when compared to patterns in the past. AMSAT just can’t afford to hire lawyers and spend money like this.Β 


The AMSAT by-laws and DC corporate law are both very clear. This expenditure needed Board approval. The approval needed to be documented. That means it should appear in the minutes. But, it doesn’t. That is because the Board knew it was wrong. The Board knew that it needed to be hidden from members. They did it anyway because they cannot tolerate any criticism, at all, even if it’s mild. In the Board archives, they assumed that the challengers in 2019 would lose. They honestly did not expect to suffer any repercussions for doing what they did. They want to avoid those repercussions now, but they can’t.Β 


AMSAT Receives a Demand Letter


The real motivation of spending serious coin on secret lawyers was to stop Patrick Stoddard and Michelle Thompson (me) from participating as AMSAT volunteers, slow down and obstruct our campaigns for the Board of Directors in 2019, and to provide advice on how best to prevent our participation on the Board of Directors of AMSAT, once we won positions.Β 


Why? Because the incumbents have no tolerance for dissent in any form. We simply aren’t part of their circle. Our contributions were going to be shorted to ground as quickly as possible by any means necessary.Β 


It did not work. We’ve continued to serve the organization, deliver concrete results, and respond to members.


Both Patrick and I are life members of AMSAT. We have volunteered for AMSAT for many years. We donate our time in very different ways, but we have been consistently successful as volunteers, mentors, speakers, and organizers. Β 


There was no legitimate reason to secretly hire a law firm to β€œdeal” with us. There is no good reason to then spend most of a year attempting to cover up those expenditures and refuse to provide documentation about ordinary business operations, expenditures, and communications. Those refusals continue to the present day. Those refusals are illegal, they were addressed by a legal demand letter, and Joe Spier resigned two days after receiving that demand letter.Β 


This demand letter was commissioned by me and Patrick Stoddard. Details about that can be found here.


There are no β€œconflicts of interest” as Mark Hammond and Joe Spier ineptly alleged. There is no excuse for running the organization out of some backroom channel. This is offensive on its face.Β 


β€œYou Just Don’t Understand AMSAT Culture”


When the secretly hired law firm was eventually exposed and the Board members involved with hiring them questioned, Martha β€œThe Soul of AMSAT” Saragovitz claimed that Patrick and I β€œsimply didn’t understand AMSAT culture.” Tom Clark and others immediately insisted that AMSAT operates by β€œinformal consent”. They said that there’s no need for pesky DC corporate code, meeting minutes, or votes. They say that no one really needs to document unbudgeted expenses when there’s consent. Bruce KK5DO said that AMSAT β€œsimply paid some bills”.Β 


Is this how successful organizations are run?


Neither Patrick nor I β€œconsented” to be the subject of intense secret legal spending, denied access to corporate documents and communications, lied to about the large number of NDAs AMSAT has recently signed, and given the royal runaround concerning access to the Board of Directors email archive. But, according to some of the men that are asking you to vote for them this summer, that’s exactly how AMSAT should be run.Β 


They believe that they’re completely in the right. They honestly believe that they can burn up the equivalent of 420 annual memberships on a secretly hired law firm to harass members that just happened to not be in their special β€œconsent circle”.Β 


Our mild criticism of the way AMSAT was running things was determined to be an existential threat deserving of a nuclear response. They then decided to spend some serious coin in shutting us up.Β 


There’s more. An additional $4,000 was spent over the approved $10,000 for the consulting firm FD Associates. This firm provided ITAR and EAR summary memos at the 2019 Symposium Board meeting. The Board did not approve spending the extra money. It just went out the door without question. What did that money purchase? I have asked. Patrick has asked. There has been no answer.Β 


No Regular Board Meetings - On Purpose


Patrick and I certainly did not consent to the sudden shut down of all regular Board meetings as soon as we took office. The two of us have called for regular meetings because, again, that’s how things get done in large and active organizations. Both Joe Spier and Clayton Coleman have refused to call regular meetings. This is completely different than any year in AMSAT’s past, where the Board met at least monthly.Β 


If you are totally ok with your Board meeting once a year and rubber stamping whatever Officers want, then vote for the incumbents. That’s what you’ll be getting more of.Β 


Three Board members are required to call for a meeting. Patrick and I have called for meetings. Most recently to address the departure of ARISS so we could do a post-mortem and learn from it. No other Board member has ever joined any of the multiple calls for meetings. Shutting down the meetings definitely shuts down questioning. And oversight.Β 


β€œRule by consent” only works if all the Directors are included. Well, I think it’s clear how inclusive this Board has been. That is something that can change in 2020, and you are key. The only way things like this stop are if the people that act like this are not re-elected.Β 


What Can You Do?


Please vote for Bob McGwier, Howie DeFelice, and Jeff Johns.Β 


Do not vote for men that gloat about squandering your member money on secret law firms, attack members and member societies on social media, and fail to support members that simply want to contribute.


AMSAT can be a leading world class organization. It’s not right now, and that’s largely a function of the quality of leadership that the members have gotten. There is a clear choice this year and things can change rapidly in very positive directions.


Hold the incumbents accountable.Β 

Report to Members 7 - AMSAT-NA Board of Directors 2020

By: Michelle
20 February 2020 at 23:34
Greetings all!

Since I last wrote, Patrick and I continued to face obstruction on access to corporate records and communications. Recently some things have changed for the better.

In late October 2019, AMSAT President Joe Spier had asserted on a teleconference that allowing Patrick Stoddard and I to see ordinary corporate records would lead to us suing AMSAT-NA, therefore we simply couldn’t see them. He claimed it was a personnel matter, even though Patrick and I have never been and are not employed by AMSAT. He suggested we had ulterior motives or a conflict of interest. We do not. Refusing to answer questions and denying us access to ordinary corporate records prevented me and Patrick from doing the job that members elected us to do.

For this teleconference, Joe Spier brought in a lawyer. This was a big surprise. The funds for this lawyer, it turns out, were paid for by AMSAT. There is no record in the minutes about this expense. The lawyer is not licensed to practice in Washington D.C., where AMSAT is headquartered. This means the law firm cannot represent AMSAT in court. This law firm has been used multiple times, by multiple officers of AMSAT, going back to 2018.

No board meetings were scheduled after the annual meeting in October 2019 at Symposium. This was an unusual practice for AMSAT. It was a departure from the traditional schedule that we were expecting, and it definitely slowed things down.

Patrick and I repeatedly requested a board meeting. Three members are required to request a board meeting. However, no other board members joined in this request. The other board members, presumably denied access to the same documents that we were, expressed no opinion about this matter at all and took no action to address it.

Why suddenly stop the meetings? Did things suddenly get super easy when we were elected? Did votes suddenly become unnecessary? No, of course not. AMSAT is in, according the immediate past treasurer and the current one, in an β€œunsustainable financial position”. That reason alone is reason to meet regularly, come together, and support the one current fundraising project - Kidzsat.

Other than fundraising, Patrick and I wanted to address two major issues. The direction of ITAR policy work and what appeared to be several unauthorized expenses. Patrick uncovered the expenditures by repeatedly asking questions about the financial reports. Some of these questions were answered, and the answers contained surprising and disappointing details.

We wanted a discussion and a redirection on ITAR/EAR policy, and we wanted answers on the unauthorized expenditures. Without a board meeting, we could not make a lot of progress, especially with officers refusing to answer questions about either subject.

With respect to regulatory law issues, we wanted AMSAT to take advantage of the public domain carve outs in ITAR and EAR. We both believe that enshrining a proprietary ITAR policy is completely wrong for an amateur radio 501(c)(3) with heavy educational focus. AMSAT has spent the $10,000 authorized at the 2018 Symposium in Huntsville on consultants that, so far, have summarized a very traditional proprietary path. The consultants did not provide a policy at Symposium. This is one of the biggest reasons we stood for election, was to stand up for a different path forward, while there was still time to save money and effort.

I asked to see the instructions that were given to the ITAR consulting firm. There was no reply. I submitted questions for the consultants to Joe Spier. The consultants never received them. I made multiple efforts to write the board members and raise the discussion. This was fruitless.

I wrote a letter asking AMSAT to support a commodity jurisdiction request to the State Department in support of open source amateur satellite work. This effort takes the opposite approach of the AMSAT consultants. It asks, for the first time, for a State Department ruling on whether amateur satellite work, of the type that we all want to see, falls under ITAR or not. As of today, we do not have anything like this. We do not have any landmark decision to base our work upon. What we have is fear, uncertainty, and doubt. This request was finalized and submitted today, 20 February 2020.

Regardless of the outcome of the decision, whether it is to move amateur satellite work out from under ITAR or to assert that it must be under ITAR, we will have a solid legal answer in the US. Obviously, I and many others want amateur satellite work to be ruled as not subject to ITAR. This places it within EAR. From EAR, public domain work can proceed in a way that our hobby has not enjoyed in decades. But even if it’s ruled as subject, it’s an improvement over guessing and assuming.

This letter was sent mid-December 2019 to AMSAT and a number of other related organizations, all of which have a huge interest in this ruling. There was no answer at all from AMSAT. The letter was not sent to the board for discussion. It was not even acknowledged as received.

This is the sort of work that AMSAT should have done years ago. I am personally paying for this legal effort, and Open Research Institute is the organization making the application. I firmly believe AMSAT-NA should have been the one to do this, but if it’s successful, AMSAT-NA can take full advantage of it. It’s as win-win as one can get.

On 28 January 2020, Patrick and I delivered a legal demand letter to Joe Spier and the lawyer he hired, and AMSAT paid for. This letter clearly stated the legal facts about denying Directors of a corporation access to ordinary corporate documents. AMSAT was in violation of DC corporate code and the reasons given to date for denying us access and answers were completely legally irrelevant. Specific case law was cited and remedies were listed. A deadline of 7 February 2020 was given.

Joe Spier resigned on 31 January 2020. Neither he nor the law firm replied.
Unlike with our previous requests for a board meeting, one was scheduled pretty damn quick to elect a new President. Joe Spier resigned on a Friday, and the board meeting was proposed for the coming Tuesday. I suggested that we take our time, use the 30 days notice resignation rule in our by-laws, and form a search committee. I thought this was an excellent opportunity to find a highly qualified president that would work with everyone, even people like Patrick and myself.

Paul Stoetzer, as Executive Vice President of AMSAT, was acting president. He could keep the job until the next annual board meeting without any action. However, he refused to delay the election. He set the election as one agenda item. The only other item was approval of the biannual financial report.

Ironically, this report says that AMSAT suffers from no legal threats. Somewhat of a stark contrast to the picture painted by the senior officers regarding me and Patrick. There was no response at all to the request to consider a search committee. No other board members responded to this proposal.

Given the short notice, I asked Bill Reed NX5R if he would consider being nominated for president of AMSAT. I had nominated him at the Symposium board meeting. He lost 5-2 at Symposium, but he replied that he was ready to serve and agreed to be nominated again now that the position was open. I wrote the board, told them I planned to nominate him, and circulated his resume in advance.

At the meeting on Tuesday, Bruce Paige nominated Clayton Coleman. Clayton Coleman had resigned as AMSAT Secretary on 24 September 2019. There wasn’t any discussion in advance of Clayton’s nomination. His credentials were not provided. Some of the other board members stated on the conference call that they’d met with Clayton, had discussed him running. It was obvious they had decided that they would vote for him in advance of the meeting. In other words, it didn’t matter who else was nominated.
Clayton won the election 4-3.

Patrick and I delivered a copy of the demand letter to the new President. On the afternoon of 7 February, the lawyer paid for by AMSAT requested a month delay. We consulted with our lawyer, and decided against waiting. We asked our lawyer to call the AMSAT lawyer, and AMSAT (through the lawyer) backed down completely, stating that yeah, ok, fine, we had to have access to all corporate records and documents.

Two days ago, the board of directors email archive was restored, and we could finally see the communications. Presumably, other financial and technical documentation will be available to us in short order. We can now get to work.

This is a huge victory for transparency, accountability, and access.

Or is it?

Why should we have had to fight for five months just to start our volunteer job? Why should we have to personally pay for expensive legal assistance to make AMSAT do the right thing? Why did Clayton Coleman suggest in a message to ANS (https://www.amsat.org/ans-047-amsat-news-service-weekly-bulletins-for-february-16th/) that AMSAT was not in violation of DC corporate code, days before anything was done to address the issues in the demand letter? What is the organization afraid of?

By denying any director access to corporate records, the organization was not complying with the law. Directors normally see a lot more than is publicly available on AMSAT's web site to meet their fiduciary obligations to the organization and its membership. There are a lot of documents that are never published to the website. Are we going to have to fight individually for each of those?

The good news here, is if (and only if) things keep going in the direction they are going, the answer is no, we won’t have to keep fighting for what we have the right to see.

Yes, Clayton’s article was a big surprise, and possibly premature, but it was evidence of the intent of some significant progress, and Clayton did follow through on restoring the email archive.

Clayton made very appreciated efforts to come see me at HamCation 2020. This was the first positive step forward that I had seen from any other senior officer or Director at AMSAT in over a year. He apologized for past treatment by AMSAT leadership, said internal processes were not where they should be, and declared that he wanted things to be different moving forward.

He said without qualification that the problems Patrick and I were facing needed to be addressed. He spoke in front of the people that happened to be at the ORI and TAPR booths. Clayton Coleman heard some blunt criticism from some of them and heard some from me. The most important part, to me, was an acknowledgement of the problems we were facing.

What problems are those? From our view it is a lack of cooperation from officers that truly, honestly believe that they can run AMSAT however they wish with extremely limited involvement from a largely apathetic and disconnected board of directors.

Here’s an example. The annual budget was delivered to the board meeting at Symposium at nearly the last minute. I abstained from voting on this budget. I had read through it, but the lack of detail, the amount of deficit spending, and the presentation of it as something the board was simply expected to rubber stamp was unnerving. It was evidence of some hard work in the year ahead.
I naively thought I would be well into the necessary details at this point, and not still getting treated like a hostile force.

When I say β€œhostile force” I mean not just resistance from other board members, which is normal when you have differing views, but things like multiple personal attacks on social media from multiple officers of AMSAT.

Patrick and I decided not to include the silly attacks on social media in our legal effort. It’s beneath us. Social media policy and the abuse of members, the treatment of volunteers, and social media policies are a big reason that Patrick and I both ran for Director. Those reasons appear to remain. The hot-headed and inaccurate attacks on members and leaders are even more surprising since the one and only threat to AMSAT that the current officers acknowledge is β€œbad publicity”. Not β€œlack of funding” or β€œtechnical failures”. No, the premier threat to AMSAT is β€œbad publicity”. This has been stated at Symposium, at HamCation, by Robert Bankston in the November/December 2019 Journal, and in board email.

When dissent is reflexively classified as bad publicity, then anyone disagreeing becomes an existential threat to the organization and must be attacked. That is the culture you currently have at the top. If you want this to change, then vote this summer and make a difference.

I don’t like AMSAT spending many thousands of dollars on unauthorized expenses. I especially don’t like it when the expenses are used to try to prevent me from doing a volunteer job that I am deeply committed to carrying out to the best of my ability.

I strongly believe that open source policies and procedures are the absolute best way forward for AMSAT and will continue to fight for and advocate for this at the board level as long as members are willing to send me in to do the job. I have literally put my money where my mouth is here with the Commodity Jurisdiction request.

Clayton proposed a β€œworking session” for 3 March 2020. This will not be a board meeting, but it is the first actual work session, aside from the emergency board meeting to elect Joe Spier’s replacement, that we have had since the October 2019 Symposium annual meeting. The day after the working session was proposed, the board of directors email archives were restored.

My top priority for the working session is the budget.

What is yours? Let me know, and I will do my best to represent your views at this meeting, and the ones to come. I’m very optimistic that we will see a return to regular meetings and an improvement in processes and governance.

Thank you for the support over the past months. I refrained from public statements on the advice of the legal expert Patrick and I hired. This was good advice, but hard for an open source and transparency advocate to take!

Yours,
-Michelle W5NYV

Google Summer of Code 2020 Application Results

By: Michelle
20 February 2020 at 17:06
Today is the day for Google Summer of Code "Accepted Organizations", and I got the extremely kindly written rejection notice for Open Research Institute's application a few minutes ago. There are a *lot* more organizations applying than spots, this was our first year, and we will 100% try again.

Also, there are also designated "umbrella" groups that we can potentially move underneath and still participate. I'm going to reach out and see if we can't get that rolling! If you know of one that would be a good match, let me know.

This is the first year applying, and it resulted in the creation of a much more publicly accessible list of project content than we had with the task board on GitHub.

So, we are going to fully use this list and tackle all the jobs! The content will go straight over the The Ham Calling, a new site designed specifically for connecting high-tech ham work with high-tech hams!

Here's the current lineup:
https://openresearch.institute/google-summer-of-code-2020/

I'm writing up an article for the Journal as well.

What other projects do you think should be added? This list best serves as a "base" of potential work to advance the radio arts in the community.

Thank you very much to those that volunteered to be mentors! Several of you volunteered to be mentors for the first time, ever. That is a big step and greatly appreciated.

In several cases, hams contacted me with anxiety over being "technical enough" to mentor students. Yes, some of these projects are complex, but mentorship is much much more than being able to answer a student's technical questions. Being supported while taking risks, learning about amateur satellite operation, learning about the amateur "code", and how to fail and start over or roll back to what most recently worked - these are foundational things.

Encouragement and steady support are, in the long run, of greater value than being able to substitute in for a Wikipedia article on FEC.

Next year, assuming things continue to improve, TAPR, AMSAT, and ARRL will all apply to be mentoring organizations along with ORI and GNU Radio and others. Amateur radio is uniquely qualified to serve a meaningful and significant role in open source technical advancement, and I cannot wait to see the future results.

-Michelle W5NYV

Report to Members 6 - AMSAT-NA Board of Directors 2019

By: Michelle
11 November 2019 at 22:07
Here's a summary of the efforts to date to increase and enable open source engineering policy at AMSAT-NA.

My credentials, positions, and goals with open source are clear. They were established in my candidate and campaign statement, and in writings to the board of directors after the beginning of the 2019 term.

In response, Tom Clark (Director of AMSAT-NA) requested some agenda items for discussion at the in-person board of directors meeting at Space Symposium 2019.

Tom wrote:

"One item I'd like to add to the agenda, as circulated by Joe, is addressed to Michelle. It is quite obvious the O.R.I. and the people on the [Ground-station] email list should be a significant part of AMSAT's GOLF-TEE, GEO and AREx (Amateur Radio Exploration) future activities. I'd like to have some discussion on how the groups can work together. This should include the hot-button topic of the GEO Echostar 9 commercial activity fits into the scheme of amateur radio especially since amateur frequencies are not a part of the picture."

I had requested to the board an agenda item for recognizing Open Research Institute as an AMSAT Member Society. Specifically, to provide a formal structure for safe, sane, and legal open source work for the North American amateur satellite community.

I explained at the Symposium in-person board meeting that Open Research Institute was working with an EFF-recommended law firm to create a written policy for open source communications satellite work for the amateur satellite service, and that we were proceeding with EAR certification based on this work.

None of these items were put on the agenda, which was a big disappointment. There was no call for new business.

However, there was another item on the agenda that will greatly affect open source engineering policy, and that was a set of legal memos from a consulting company that had been contracted to provide them to AMSAT-NA.

These memos are a summary of the ITAR/EAR landscape. They are intended to be a first step towards a written ITAR/EAR policy. That's the good news. The bad news is that both the policy and the company are not oriented towards the open source carve-outs. The summaries are written from the point of view of a consulting firm that focuses squarely on commercial, proprietary, and secret work.

We received the memos the day before the consulting firm was due to meet via telephone during the morning of the second day of the in-person board meeting.

These memos are not bad work products. They are simply the wrong direction. If followed down their logical path, they will lead to two serious and completely unnecessary negative consequences for the organization.

First, the regulatory burden placed on volunteers will be enormous. The cost of compliance with proprietary and secret ITAR/EAR is high. There's documentation that describes what is involved with implementing for-profit oriented ITAR/EAR policies. I brought it up before when recommending GitHub Enterprise as a minimal IT intervention to bring AMSAT-NA into compliance with proprietary ITAR.

Second, the memos appeared to be an answer to a set of instructions that limit the number of organizations that AMSAT-NA wants to work with. This did not appear to include Libre Space, Open Research Institute, and others. Using a written ITAR/EAR policy to exclude organizations that are showing up and contributing significant open source technology and regulatory work is not what many members want. It's the opposite and is incompatible.

Third, AMSAT-NA and ARISS are not for-profit companies. They are organizations with a very large educational component. There is a big risk that embracing proprietary ITAR/EAR policies will end up damaging the educational non-profit status that both organizations currently emphasize and enjoy. There is an obvious alternative that is designed for organizations like AMSAT, and it is not the sort of ITAR direction that this particular consulting firm produced in their summary memos.

Given that I had to make a lot of inferences about these summaries, I asked Joe Spier (and cc'd the board of directors) what instructions were given the consulting firm. This would let me see for sure where the discussion was expected to be going, and what assumptions were being made. I made it clear that was why I wanted the instructions, and that I wanted to work back to the assumptions in order to address any serious disagreements on the direction AMSAT-NA should take. This is part of my job as a director.

I asked for this on 4 November 2019. As of today I haven't gotten a copy of what was sent to the consulting firm. I'm optimistic that it will eventually arrive.


I started looking forward to the first AMSAT-NA teleconference, where I could ask about the memo instructions, ask about member society status for groups like Libre Space and ORI, bring up the Rent-a-GEO opportunity, talk about all the GEO progress made in the open source community and how it can help AMSAT-NA.

Specifically, there is an open source ADAC system with space heritage from Libre Space that would be an excellent place to start. I brought this system up in the in-person board meeting. No interest was expressed, but getting the point across is why I'm there. There's some very interesting open source thruster R&D going on, and several really good complete open source IHU systems. The open source communications systems work that I'm most involved in is just one part of a much larger and rapidly developing community.

So, about that next board meeting. The first Tuesday of the month of November came and went. There was some confusion about whether or not there would be a meeting. There was then some discussion about whether or not there were to be monthly or quarterly or "as needed" teleconferences going forward. Over the past few years, monthly teleconferences have been scheduled. These conferences can be called as a board meeting, and motions can be passed and business handled.

During the in-person board meeting at Symposium, it was asserted by some board members that the regular monthly teleconferences "were not productive" and that there were too many of them. I was surprised to hear this, and said so. The explanation was that nothing much happened and they were not needed. They should be less often or called "as necessary". To me, this means increased uncertainty and potential substantial delays between things getting done.

Given the financial challenges AMSAT-NA faces, and given the large amount of work discussed during the two-day in-person meeting, it didn't seem plausible to me that monthly meetings throughout the rest of the year were unnecessary or unproductive, and so I said so.

After the 4 November 2019 teleconference didn't happen, I asked when the next board meeting would be. I have not received an answer yet.

When the next board meeting does happen, I'll bring up all the things I have described here, again.

I am optimistic that the written policy work direction can be changed, and that open source alternatives to many, if not all, of the major subsystems of AMSAT-NA satellites can be adopted to huge positive effect.

Worst case, this may require leadership change in engineering. Jerry Buxton refused to answer a question about unused/misplaced hardware, refused to answer questions about missing firmware donation, and refused to answer questions about the status of the current ADAC system. These questions were all submitted in writing.

Multiple engineering volunteers spoke with me at length at Symposium 2019 about their experiences, what they needed, and what they wanted. A lot of them also volunteer on open source projects, including Phase 4 Ground. The lack of communication and cooperation from engineering leadership is not something that the rank and file of AMSAT-NA engineering exhibits.

I followed up with two or three others after I got home from Symposium. I'm here to help engineering wherever and however possible, regardless of any refusal at the board level to cooperate or collaborate. Life is way too short to give up on getting things done and having fun in the process.

Questions and comments welcome and encouraged.

You can write me directly at w5nyv@arrl.net

Report to Members 5 - AMSAT-NA Board of Directors 2019

By: Michelle
11 November 2019 at 22:03
Thank you for your interest, feedback, questions, and support!

I was part of a slate of candidates for the 2019 board of directors election. We ran on a platform that included the adoption of open source engineering policies at AMSAT-NA. That's what I expected to be working on when results were announced and we started our term on 20 September 2019.

We've made some progress here, but have a long way to go. Here's a separate report about what we've done to bring positive change to AMSAT-NA engineering policies.

Unfortunately, what's taken up a majority of our attention is the refusal of the officers to answer questions or provide documentation. This includes ordinary records of corporate communications.

The AMSAT-NA buck stops with the board of directors. The officers are appointed by the board and report to the board. Since the board of directors are scattered across the country, the primary means of communication between directors is the board email list. Some other records are electronic. Many records appear not to be electronic. They are presumably in a filing cabinet at the AMSAT-NA office.

The first hurdle was signing an acknowledgement letter for various NDAs. Then the goalposts were moved.

The new reason for refusal was given in a phone conference between Patrick Stoddard and Joe Spier, with the assistance of a lawyer who appeared to be representing Joe Spier as President. The assertion was made that Patrick and I just can't see any records because we might sue and because we have "conflicts of interest".

The lawyer, from a Boston firm called Hurwit & Associates, turns out to not be licensed to practice in Washington DC. This is where AMSAT-NA is incorporated. DC corporate code applies to AMSAT-NA. It seemed a bit strange that the law firm allegedly hired to provide advice to the AMSAT-NA president, and previously to the secretary, would not be a DC firm. Corporate code is very similar everywhere. It doesn't make the law firm irrelevant, but it did raise some questions in my mind about why pay a firm that can't practice in the jurisdiction of the company.

The conversation was bizarre, to say the least. If we're so dangerous to AMSAT-NA that we cannot be allowed to see corporate records, then we should have been removed immediately. There are procedures in the law for that. But, we weren't removed. Instead, we were seated at the board meeting at Space Symposium in mid-October. We were allowed to vote and make motions. We were told the delay in being able to do our job of oversight and direction was simply due to NDAs. We did not appreciate losing part of our term this way, but we cooperated with the month-long delay and signed the document. Our cooperation was not rewarded.

So, let's talk about these new claims. "Conflicts of interest" are a particular thing. Usually it involves board of directors business that would personally or financially benefit a member. The general practice for members of a board of directors is that they recuse themselves when they have a conflict of interest. It is never decided for them by the people they appoint to execute board direction. Neither Patrick nor myself have any financial interest in any aspect of AMSAT-NA business. Neither one of us want to harm AMSAT-NA. We are here to improve the organization in the ways we've clearly set out in public communications since May 2019.

There were no specifics provided by Joe Spier or the lawyer. It's a total mystery what this "conflict of interest" might be.

Joe additionally claimed there were "personnel" discussions on the list that we might somehow find objectionable. This can't be relevant, since neither Patrick nor myself have ever been an employee of AMSAT-NA. I have both contract and management experience in several companies. There isn't anything about "personnel" discussions that should be off limits to either me, or Patrick.

When confronted by a lawyer in this way, which was a complete surprise and was in contradiction to the promise that access would be give after the NDA acknowledgement letter, Patrick and I decided to seek independent legal advice.

We put the word out and two law firms that specialize in corporate governance and practice in Washington DC were recommended. We contacted both. We got a 15 minute meeting with the first one right away. This initial consultation occurred on 4 November 2019. It ended up lasting more than an hour. By the end of the week we had a plan, a contract, and some very appreciated reassurance.

The firm we have hired does not do litigation. This was a deliberate choice. This should eliminate any inaccurate and hysterical claims that Patrick and I are out to sue AMSAT, have a history of suing AMSAT, and so on. These are silly smears from a very small number of people. They have an agenda of secrecy and control. They don't want to cooperate. Making up things about lawsuits is unfortunately part of that.

If the legal advice and legal communication with AMSAT-NA does not resolve the errors in corporate governance, and we have every expectation that it will, then the next step after that is unfortunately a court order. That will only be necessary if we're forced to do so because of a failure to comply with basic corporate governance.

We will explain what we're doing every step of the way. We have obtained independent legal counsel and we have authorized them to advocate on our behalf.

If you are unhappy about these developments, then the best place to address it is the next board of directors election in 2020. Patrick and I believe that transparency and the ability to inspect corporate records, as the law sets out, are a basic part of this job. Some of your AMSAT-NA officers and some of your board members disagree. If you want things to change, then research the 2020 candidates and vote.

Unlike other things that AMSAT-NA does, this isn't rocket science. It's wrong to do this to directors. Patrick and I will continue to work to fix this. We will continue to explain what we see and what is told to us. We believe that you deserve to know how your organization is being run.

Please check out our report on open source policy work to see how we work and what we're trying to accomplish.

Being in Arlington, VA and visiting the Rus Uz Restaurant and Market

By: Michelle
30 October 2019 at 18:23
The restaurant Rus Uz (https://rusuz.com/) was a recommendation by Maitland Bottoms, possessor of one of the most amazing names in amateur radio circles. He lived just over the hill from the 2019 AMSAT Symposium in Arlington, Virginia, and took our small group to this wonderful place. Just across the street from the conference hotel, and flanked by a Russian grocery, having lunch here was truly like being on a different continent.

I tell my many GNU Radio friends that live in Eastern Time that I have a policy of never visiting their part of the US. It's not completely true. It's a long conversational trope designed to provide playful geographic banter. But, I am indeed much more likely to travel to the South, to the Great Plains, or to conferences and meetings up and down the West Coast. There's no real reason other than the type of work I do and enjoy doesn't have that many conferences in DC or New York or Boston. The annual information theory conference ITA is in my home town of San Diego. DEFCON is in Vegas. Burning Man is in Nevada. IEEE events and open source conferences tend to be on the left-hand side of the map for the types of things I do.

But Arlington and DC were fantastic! The wait was worth it. Real public transit, completely different architecture, actual weather, unfamiliar trees, and plenty of interesting conversations with people outside the conference.

I stayed in an AirBnB for the first time on this trip. I understand why it's become so popular, but before this journey, that understanding was only in the abstract.

As an event organizer, AirBnB has had a big effect on filling up room blocks. It does threaten the bottom line of conferences that have to guarantee a certain number of rooms in order to get the space to have a conference. If the contracted rooms are not filled, then the conference has to pay for them. This can be a significant liability for organizations without deep pockets that want to put on conferences.

The gig economy has some serious drawbacks, and deserves the criticism it gets, but staying in a peaceful lovely condominium a few minutes' walk from the conference was a completely different and superior experience to living out of a hotel room for a week.

Stepping into the restaurant, the five of us were rapidly settled into tables clustered with gorgeous china. The bilingual menu offered some long-forgotten pronunciation challenges. I last studied Russian a whopping 32 years ago!

The food and the service set us into a world apart and we spent the time slowing down and thoroughly enjoying the experience. The conversation ranged from ATSC-3 integration to Chicago political drama to Debian war stories and more. The company and the conversation and the food were a highlight of this travel.

We then visited the similarly-named grocery two doors down and I stocked up on all sorts of presents for my large family. Everything was appreciated because the items were so different and distinctive. Winning the "I brought you a gift from my business trip" challenge can be hard! Thank you Rus Uz Market :+)

Report to Members 4 - AMSAT-NA Board of Directors 2019

By: Michelle
28 October 2019 at 22:21
Greetings all!

This report covers the past two weeks. I didn't want to write one on the Friday during the middle of AMSAT Symposium. In retrospect, that was a good decision. It makes this report much easier to write.

Three weeks into the new term, Patrick Stoddard and I were told by Joe Spier (President of AMSAT-NA) that if we signed a letter acknowledging the many (much more than two!) NDAs that AMSAT has signed with various companies and organizations, that we'd get access to corporate communications and documents.

We can't read the board of director email list archive and we cannot see any repositories. We did get some financial documents, which were sobering. No orientation to the board of directors or assistance with the transition was provided.

On the first day of the two-day AMSAT board meeting, held immediately before 2019 Symposium, the acknowledgement letter was inadvertently forgotten. No problem. The next day it was provided. Patrick and I signed it.

We noticed that the entire rest of the board and all the senior officers signed it as well.

Why were they not signed on to these NDAs before?

The rest of Symposium happened. There were many productive meetings and great presentations. I got to see the ARISS power supply presented in the demo room. It was wonderful to see the final stage of a very long engineering process that has taken a lot of hard work from volunteers from my home town. I caught up with a lot of other people over the weekend and had a great time.

However, there was no change in access to documents. A week after we signed the NDA acknowledgement letter, Patrick inquired as to when we'd be able to see the things that we should be able to see.

The response? A phone conference with Joe Spier and a lawyer from Hurwit & Associates on 24 October 2019. Patrick was able to make this meeting, but I was not. The phone conference had been proposed the day before. I couldn't attend because of school drop offs and medical appointments. Patrick took the call.

The claim? Neither Patrick and I can see the email archives because AMSAT is afraid we would launch multiple lawsuits over the content. The content was described by Joe Spier as being about Patrick and myself.

The result? Patrick and I will meet with at least one DC law firm that specializes in non-profit corporate governance. The meetings will start on 4 November 2019. We will present the written and oral communication we've received and the timeline and what we learned this week and ask for an opinion on what to do next.

Why are we getting a lawyer? When people you expect to work with show up with lawyers and say you cannot have access to things you expect to have access to, that means you probably need a lawyer too. Patrick and I are very disappointed that the President of AMSAT paid a lawyer to deflect questions about access to ordinary corporate communications after we complied with the NDA acknowledgement letter demand.

I think this development is very bad news. I'm sorry to have to share it with you. I believe members deserve to know about it.

Before the board meeting, Tom Clark (Director) asked for an agenda item to talk about Open Research Institute volunteers being more involved with GOLF, AREx, and other activities. He wanted the board to discuss the Rent-a-GEO and GEOx4 proposals.

Open Research Institute is a 501c3 specifically formed to be a member society of AMSAT. All of Open Research Institute's work is open source. This would allow AMSAT to participate in the thriving open source scene while disrupting their current closed methodology as little as possible. It's a step in the right direction.

Here is the quote from Tom Clark's email to Joe Spier, who was going to chair the board meeting.

"One item I'd like to add to the agenda, as circulated by Joe, is addressed to Michelle. It is quite obvious the O.R.I. and the people on the [Ground-station] email list should be a significant part of AMSAT's GOLF-TEE, GEO and AREx (Amateur Radio Exploration) future activities. I'd like to have some discussion on how the groups can work together. This should include the hot-button topic of the GEO Echostar 9 commercial activity fits into the scheme of amateur radio especially since amateur frequencies are not a part of the picture."

This item was excluded by Joe Spier from the agenda. None of these subjects were allowed on the agenda. I thanked Tom for attempting to include it and told him about some of our recent engineering successes after the board meeting concluded.

-=-=-=-=-=-=-=-=-

Refusing to work with active volunteers, and refusing to work with entire organizations with diverse and successful teams, does not serve AMSAT's mission.

Bringing up litigation as the fear that justifies the refusal to cooperate or collaborate is very bad news. Neither Patrick or I know the real reasons for this. We speculate that any criticism of AMSAT in any way is perceived as some sort of existential threat.

Looking at the finances, the amount of money that AMSAT is spending on lawyers has sharply increased over the past two years. AMSAT is running a deficit. Unnecessary legal expenses add to that deficit.

There are two possibilities.

The previous board of directors did indeed write things that were wildly inappropriate. They schemed up stuff that actually does put the corporation at risk if the targets of the writing found out. People decided it was better to defy the DC corporate code than to let the targets see whatever it is they are so afraid of us seeing. I can't imagine what's in engineering repositories or the board of directors mailing list archive that would justify the risk and expense. Maybe people felt they could write these things because they never expected people outside their circle to ever win a seat.

Or, this is simply a delaying tactic. There really isn't any sensitive content on the mailing list, at all. It's just a ruse. The point is to delay involvement from new people because they like running the organization as they see fit and don't want to change.

-=-=-=-=-=-=-=-=-

Here's the good news.

Engineering meetings with people enthusiastic about open source solutions and proposals went extremely well. There is Rent-a-GEO and Phase 4 Space, but also work going on right now to move LDPC decoders into FPGA, put on an FPGA workshop that focuses on amateur satellite communications, create hardware and software for useful open source beacons, and a project to create open source affordable and reliable tracking rotators. The existing general purpose processor LDPC decoder work has been a very big success in the satellite community. A product using this open source work appeared in ARISS slides and presentations at Symposium.

Mikio Mouri of JAMSAT asked for help with a lunar receiving station that complies with the Lunar Orbiting Platform Gateway, or LOP-G. I agreed to help and started work immediately. Several people from Libre Space and Open Research Institute have volunteered to help. The team is looking to create a robust and easily-manufactured open source station design that uses a wide swath of open source satellite work. We aim to present the work in 2020 at the Tokyo Ham Fair. LOP-G relies heavily on LDPC. We have solutions here and people willing to do the mechanical design necessary for a tracking station.

On the Information Technology front, I have volunteers standing by with proven solutions for the AMSAT member database conversion from DBASE to the format used by Wild Apricot. This software is the vendor of choice for the member database conversion and was discussed at the 2019 AMSAT board meeting.

We look forward to being able to make this an easy transition from DBASE to Wild Apricot. After the volunteer offer was accepted at the board meeting, everyone touched base on 21 October 2019.

Please let me know your questions and comments! Thank you for your vote and support.

-Michelle W5NYV


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