.. _rfc-80:

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RFC 80: NumFOCUS relationship and sponsorship program
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============== =============================================
Author:        Even Rouault (with content from Chris Holmes)
Contact:       even.rouault @ spatialys.com
Started:       2021-Apr-15
Status:        Development
============== =============================================

Summary
-------

The GDAL project will apply for Fiscal sponsorship to `NumFOCUS <https://numfocus.org>`__,
under the "Grantor-Grantee" model

Motivation
----------

GDAL's funding model to date has been using the overhead of new feature
implementation to support the maintenance activities. While this is a common
open source funding model, it is no longer sustainable given the maturity that
GDAL has reached. Undirected financial resources will give the project the
ability to target challenges that have proven too big or too structural to
otherwise attack.

Details
-------

The GDAL project has determined that joining NumFOCUS for Fiscal sponsorship
will help address those challenges. NumFOCUS will receive donations given by
sponsors of the GDAL project.

GDAL is well aligned with the requirements for a project to join NumFOCUS, most
of them are inherited from being an OSGeo project:

- Be scientifically oriented.
- Be open.
- Be kind.

More precisely, GDAL will apply for Fiscal sponsorship under the "Grantor-Grantee"
model. It is described at https://numfocus.org/projects-overview and put inline
below for convenience:

::

    The Grantor-Grantee Model is a "lightweight" option for fiscal sponsorship,
    for when a project is in need of an entity to receive and manage grant
    funding. In this model, the project remains a separate entity responsible
    for managing its own tax and liability issues. NumFOCUS ensures that the
    project will use the grant funds received to accomplish the ends described
    in the grant proposal, in alignment with our purpose as a 501(c)(3) public
    charity in the United States.


Funds donated to GDAL will be earmarked to it (minus the commission received by
NumFOCUS for its operations, typically 15%, to be confirmed).

The project has already submitted a `first document <https://docs.google.com/document/d/1-cZzyctrfvpqF_Cymkn0M9yKYClCA_5MGAmJ_frAi98/edit#heading=h.iq2vc7xizie0>`__ presenting what GDAL is and why it wants to join NumFOCUS:

We now need to formally apply through their `application form <https://numfocus.typeform.com/to/VUPE35>`__
so that the application is passed to the NumFOCUS board for approval.

The proposed answers to that application form are at:
https://docs.google.com/document/d/1bc5jdpCe1axdyBHxbJnun7e0DTyDoZI_eFYgJYnOhB8/edit

A `Pre-approved Grantor/ Grantee Agreement <https://docs.google.com/document/d/12KGmSD_EGWqlzh0fiaHNIiN6xPWgdTy--NYf4QR-5k8/edit>`__
will also have to be signed by 3 members of the GDAL PSC.

General use of funds
--------------------

This topic will be refined in a further document, but we will underline here
the general principles.

Funds obtained through NumFOCUS should be used in a way that is for the general good
of the project, as well as its key open source dependencies (such as PROJ, libgeotiff,
libtiff, shapelib, etc.).

The tasks candidate to funding will be along (non-exhaustive
list):

- ticket triaging and fixing,
- code contribution review,
- continuous integration maintenance and improvements,
- monitoring of mailing list,
- addressing reports raised by security monitoring infrastructure,
- documentation improvement,
- software releases,
- co-operation with other funded developers (in particular onboarding),
- reports of those activities

More generally, all tasks that are needed for a project to strive on the long term, but are
typically hard to get directly funding from, as not being directly tied to a
particular feature. It is expected that new features and
improvements will go on being submitted as code contributions by the interested
parties in capacity to develop them, or through service providers they might hire
for that purpose.

Sponsors will not be able to direct particular developments, nor receive priority
support through the sponsorship program. For such purposes, they may use
community support or refer to service providers, as for other GDAL users.
However, we will offer a way to sponsors to give feedback, as detailed afterwards.

GDAL Advisory Board
-------------------

The GDAL Advisory Board is a newly forming group that is tasked with ensuring the project is evolving to meet the needs of its largest supporters. There will be periodic meetings with the advisory board, GDAL PSC members wishing to participate, and persons benefiting from funding, providing a forum to give feedback on the latest GDAL work. Board members will also be expected to share how they are using GDAL in their organization (in as much detail as is possible, understanding that some can only talk in general terms). Though the GDAL PSC owns the decision making around how the sponsorship money is allocated, the advisory board will provide key input on the maintenance priorities of the sponsors.

Our hope is that these sessions can also lead to new feature development in GDAL through joint funding initiatives between top sponsors, providing more structure to the way GDAL features are funded today. This ideally leads to more cost-sharing as organizations will be able to be more strategic when they know what everyone else is interested in. These efforts will be above and beyond the core maintenance sponsorship, but the Advisory Board will be a key forum to enable it.

The Advisory board will have an email list, with members of the GDAL PSC on it, and will meet on a periodic schedule, to be determined as the group forms. It will consist of one representative from each of the Platinum sponsors, one representative for every three Gold sponsors, and one representative from Silver sponsors.

Acknowledgment of NumFOCUS and sponsors
---------------------------------------

The GDAL website will be updated to have a page dedicated to the sponsoring
program, acknowledging sponsors and NumFOCUS, providing a detailed FAQ on what
the sponsorship program consists in and a "sponsoring prospectus" that can be
used by candidate sponsors. A work-in-progress version of this update is available
at https://github.com/OSGeo/gdal/pull/3681

Impacts on OSGeo relationship
-----------------------------

GDAL and will continue to remain a OSGeo project for all other concerns than
NumFOCUS-related sponsorship.

Voting History
--------------

+1 from PSC members EvenR, KurtS, FrankW, MateuszL, DanielM, HowardB and NormanB

