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Fiscal Continuity

4,025 bytes added, 11:58, 6 November 2017
add results of fiscal continuity options vote
This page is meant to both be a record of the activities of the IG and a central point for resources and discussions about fiscal continuity.
 
== Report ==
 
The FCIG published its [[FCIG_Report|report]] on 23 January 2017. On 25 July 2017, the FCIG updated it to add an Appendix B summarizing its conversation with Educopia. On 25 August, it added an Appendix C with responses from the Open Library Foundation, and on 11 September an Appendix D with responses from DuraSpace. Parts of the analysis section were expanded on 19 September. It is available on the wiki as well as the following formats:
 
* [[Media:Fcig_report.pdf|PDF]]
* [https://github.com/code4lib/fcig/blob/master/Report_of_the_Code4Lib_Fiscal_Continuity_Interest_Group.md Markdown]
 
=== Endorsements ===
 
The following members of the FCIG endorse the report and its recommendations for the Code4Lib community to consider.
 
* Galen Charlton
* Morgan McKeehan
* [[User:highermath|Cary Gordon]]
* Coral Sheldon-Hess
* Eric Lease Morgan
 
== Fiscal Options Vote ==
 
The FCIG held a community vote to choose among several options based on the report. The vote was held via SurveyMonkey from 12 October 2017 to 3 November 2017. A total of 310 responses were received.
 
There were two questions on the ballot, each listing a set of options that voters were asked to score on a range from 0 (least preferred) to 3 (most preferred).
 
=== Question 1 ===
''In this community vote, the FCIG asks C4L to evaluate the data presented in the FCIG Report, and to choose among the three options for moving forward that the Report outlines:''
 
* ''do nothing/maintain status quo''
* ''obtain an ongoing fiscal sponsorship with an organization external to Code 4 Lib''
* ''seek out official status for C4L as an independent, non-profit organization.''
 
The total score given to each option was
 
* do nothing/maintain status quo: 184
* '''obtain an ongoing fiscal sponsorship: 805'''
* incorporate Code4Lib as a non-profit organization: 413
 
=== Question 2 ===
 
''Relative to the option of obtaining ongoing fiscal sponsorship from an organization external to Code4Lib (option b, in Question 1 above), the FCIG Report presents possible sponsorship terms that have been offered by four different external organizations. If the community as a whole chooses to go with this option, how would you rank your preferences as far as the terms offered by each organization?Please assign a rank for each of the organizations below, according to your assessment of the terms offered by that organization. Note: If the Code4Lib community instead chooses to maintain the status quo (option a, in Question 1 above) or to incorporate as a nonprofit entity (option c, in Question 1 above), the results of this question will be ignored.''
 
The total score given to each of the four potential fiscal sponsors was:
 
* ALA/LITA: 210
* '''DLF/CLIR: 771'''
* Open Library Federation: 423
* DuraSpace: 326
 
=== Additional information ===
 
* A [[Media:Code4Lib_Community_Vote_on_Fiscal_Continuity_Options.xlsx.zip|spreadsheet]] showing the calculation of the scores
== Interest Group ==
* Galen Charlton
* [[User:highermath|Cary Gordon]]
* Tom Johnson
* Kate Lynch
* Beatrice Pulliam
* Coral Sheldon-Hess
* Morgan McKeehan
* Gillian Byrne
Other folks are welcome to join. We are particularly soliciting assistance from folks who have organized past Code4Lib conferences (or events of similar size), who have participated in establishing or negotiating with fiscal hosts, or who have relevant legal experience.
=== Communications ===
* [https://groups.google.com/d/forum/c4l-financial-options c4l-financial-options Google Group] This group is publicly viewable but requires an invitation to join; folks who wish to contribute to the investigation are welcome to request an invitation. The IG will operate as transparently as possible, but some discussions and documents may need to be restricted to the core IG members. In particular, budgets from past conferences may contain information that cannot be published (although the IG will try to publish more aggregate budget information for the benefit of future conferences). The IG may also choose to make initial inquiries with potential fiscal hosts; such discussions inherently require discretion. === Meetings === * [[FCIG_Meeting_2016_07_01|1 July 2016 at 12:00 p.m. EDT]]* [[FCIG_Meeting_2016_07_15|15 July 2016 at 12:00 p.m. EDT]]* [[FCIG_Meeting_2016_08_05|5 August 2016]]* [[FCIG_Meeting_2016_09_02|2 September 2016]]* [[FCIG_Meeting_2016_09_30|30 September 2016]]* [[FCIG_Meeting_2016_10_14|14 October 2016]]
== Fiscal Structures ==
External resources on the topics of fiscal continuity and financial arrangements for conferences go here.
 
* [https://www.youtube.com/watch?v=fAZwOc1Q_FY ShmooCon 2014: 0wn the Con]
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