Finance: Difference between revisions

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Remove broken link and make the instructions match what actually happens a bit better (more work to be done in the future)
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(We hope you'll also help us figure out how to get more resources as well!)
(We hope you'll also help us figure out how to get more resources as well!)


The [http://sfconservancy.org/about/filings/ Software Freedom Conservancy (SFC)] manages finances for Sugar Labs, and provides snapshots to Sugar Labs' [[Oversight Board]] on request.
The Treasurer manages finances for Sugar Labs.
 
== 2023 ==
 
[[Finance/2023]]
 
== 2022 ==
 
[[Finance/2022]]
 
== 2021 ==
 
[[Finance/2021]]
 
== 2020 ==
 
[[Finance/2020]]
 
== 2019 ==
 
[[Finance/2019]]
 
== 2018 ==
 
(Not yet documented)


== 2017-01-01 to 2017-10-06 ==
== 2017-01-01 to 2017-10-06 ==
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A request can be filled out in 10 minutes or less. We're trying to make this process as easy as possible!  
A request can be filled out in 10 minutes or less. We're trying to make this process as easy as possible!  


# Open a [http://bugs.sugarlabs.org/newticket new ticket] in the Sugar Labs tracker. (You'll have to log into the tracker to do this.)
# Send an email to the Sugar Labs executive director at devin@sugarlabs.org
# Set the component to "fundingrequest." '''This is important. If the component is not set correctly, we will not see your ticket when we search for it!'''
# Answer the [[#What we need to know]] questions in the description field of your ticket.
# Answer the [[#What we need to know]] questions in the description field of your ticket.
# Once the ticket has been filed, Send an email to [http://lists.sugarlabs.org/listinfo/iaep iaep] (for transparency) and [http://lists.sugarlabs.org/listinfo/slobs slobs] (as the decision-making body) with the subject line "New Finance Request: <short summary of the item requested>," where <short summary of the item requested> is replaced by... well, a short summary of what you're asking for money for, and a link to the ticket in the body of your email. '''This is important. If you do not email both lists, nobody will know you've submitted a budget request!'''
# Once the ticket has been filed, Send an email to [http://lists.sugarlabs.org/listinfo/iaep iaep] (for transparency) and [http://lists.sugarlabs.org/listinfo/slobs slobs] (as the decision-making body) with the subject line "New Finance Request: <short summary of the item requested>," where <short summary of the item requested> is replaced by... well, a short summary of what you're asking for money for, and a link to the ticket in the body of your email. '''This is important. If you do not email both lists, nobody will know you've submitted a budget request!'''


At this point, you should wait to hear back from SLOBs. If nobody's responded to your request within a week, feel free to ping both mailing lists again.
At this point, you should wait to hear back from SLOBs. If nobody's responded to your request within a week, feel free to ping both mailing lists again.
'''Important Note:''' [http://wiki.sugarlabs.org/go/User:Bernie Bernie Innocenti] has immediate permission to approve anybody's requests of $200 of less!


=== What we need to know ===
=== What we need to know ===
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==== For funding travel ====
==== For funding travel ====


Sugar Labs is a member project of the Software Freedom Conservancy, and so travel funding is subject to the '''[https://gitorious.org/conservancy/policies?p=conservancy:policies.git;a=blob_plain;f=Travel/conservancy-travel-policy.txt;hb=HEAD Software Freedom Conservancy Travel and Reimbursable Expense Policy.]'''  
Travel funding is subject to the '''[https://sfconservancy.org/projects/policies/conservancy-travel-policy.html Software Freedom Conservancy Travel and Reimbursable Expense Policy.]'''  


Please read the policy to understand if you are eligible to ask for funds to cover a trip. Here's a handy shortlist of summary questions:
Please read the policy to understand if you are eligible to ask for funds to cover a trip. Here's a handy shortlist of summary questions:
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* Specific: Agree on and publish a complete plan, schedule, and milestones for Project W.  
* Specific: Agree on and publish a complete plan, schedule, and milestones for Project W.  


Software Freedom Conservancy can book flights direct, but will need the following info to do so ([https://gitorious.org/conservancy/policies?p=conservancy:policies.git;a=blob_plain;f=Travel/info-needed-to-book-a-flight-for-someone.txt;hb=HEAD original source.]) It can be sent with an GPG-encrypted email, or as plain text if you don't care.
Sugar Labs can book flights direct, but will need the following info to do so:


*  Exact itinerary, including specific flights, airports and time, and be sure the total is within the travel policy requirements.
*  Exact itinerary, including specific flights, airports and time, and be sure the total is within the travel policy requirements.