Reps/SOPs/Budget/Process: Difference between revisions

1) Preliminary screening made by the Rep's mentor if not filed by a Resource Team member

2) "Filtering" made by Review Team member and approves/rejects budget requests <$500 USD

3) The Review Team approves or rejects budget requests >$500 USD

[[File:BudgetSOP.png|center | 800 px]]

== Preliminary Screening (skip if filed by Resource Team member ==

* Bug wrangler assigns the bug to mentor

This screening phase is to ensure the request is clear with solid success scenarios that can be measured. It is also an opportunity for the mentor to provide any additional details that may help The Review Team's final decision.

Should the applying Rep, or any other following the request disagree with the mentor, they should voice their concerns to the The Review Team via their alias: reps-review@mozilla.com

 

Bug wrangler will filter out those requests that are not considered relevant or appropriate. All remaining requests are then passed on to a Review Team member for final review and approval/rejection.

*If remo-review is + or filed by a Resource Team member then the bug wrangler assigns the bug conditionally :

** If budget request is <500 USD then it is assigned to a regional Review Team member

     Bug Whiteboard : Review Team assigned

**If budget request is >=500 USD then it is assigned to review-team

     Bug Whiteboard : Review Team approval needed

     Bug Whiteboard : NOT valid for review

=== Review Team Member Assignment for budgets OVER $500 USD ===

For budgets over $500 USD, there should still be a single Review Team member assigned.

The flag called "needs-info" should be set against it the Mozilla Review Team alias on bugs that need Review Team's attention. The process must be as follows:  

* A SINGLE Review Team member is assigned to the bug

* That person can ask the Rep for any obvious missing info, but needs-info? is set to reps-review@mozilla.com, causing the alias to get an email

* An e-mail is sent automatically to the Review Team starting the discussion period which lasts for 48hrs

* After the discussion period is over, the Review Team members have 72 hours to cast their vote on the portal.

{{admon/important|Budget close to 500 USD| Budget requests that are exactly 500 USD or slightly less (for example 490 usd) will still be reviewed by the whole Review Team. This happens to avoid situations where an amount request plus the possible over budget amount overcomes the 500 USD limit.

== Reviea Team approval or rejection ==

•  Requests < $500 USD: assigned reviewer is a member of the Review Team and can approve/reject request without consulting with the whole Review Team

•  Requests >= $500 USD: assigned reviewer must be a Review Team member who is responsible for udating the request. Approval of budget can only be made if Review Team approves with majority.

     Set need-info flag to ? for reps-review@mozilla.com

•  Requests > $5,000 USD: assigned reviewer must be be a Review Team member who is responsible for udating the request. Approval of budget can only be made if Review Team approves unanimously.

     Set need-info flag to ? for reps-review@mozilla.com

Hi [first name], thanks for submitting this request. Your request has been approved.

Please follow these next steps before we can process your payment:  

* indicate the twitter hashtags, Flickr photos and blog posts related to your eventon this bug

and on your event wiki page

Reviewers name (either a Review Team member or a Review Team member on behalf of the Review Team)

Once the bug is approved the bug wrangler assigns of the bug back to the requester Rep.

{{admon/important|Review Team Encouragement| A denied budget is not the end of the road, and the Review Team should update budgets with suggestions as to what part of the budget (if any) they do support for revision, and resubmission in future.}}

*;[approved partial]: Review Team or the Review Team member have approved only a partial amount of the expenses

*;[special]: In some cases, Reps will be owning an event that is already sponsored by Mozilla and as such, DO NOT require Review Team budget approval. For these special cases, the Reps needs to '''[[ReMo/SOPs/Budget/Special_Cases|follow this procedure]]'''.

*;[special deveng]: In some cases, Reps will be owning an event that is already sponsored by Mozilla's Developer Engagement Team and as such, DO NOT require Review Team budget approval. These events are overseen by Robyn Chau.