Skip to content

Latest commit

 

History

History
311 lines (189 loc) · 8.64 KB

README.rst

File metadata and controls

311 lines (189 loc) · 8.64 KB
Raw

This repository contains OpenStack Elections reference documents and tooling to run elections.

Election Process

PTL Elections

Selecting Election Dates

Things to keep in mind when selecting election dates:

  • Election Dates must be as per the TC charter which is "The election is held no later than 2 weeks prior to each cycle final release date (on or before ‘R-2’ week)"
  • At least 48 hours in between email deadline and poll start
  • Consider extra-acs approval deadlines
  • Allow at least a week for nomination period

tox -evenv -- setup-election-config can be used to pick some possible dates that need to be checked by the election officials and TC. Once these dates are confirmed/merged election officials can create a change against the releases repo to include these dates in the development schedule. A helper tool tox -evenv -- update-releases-calendar will generate this change, but needs to be verified before publishing

Preparation

As early as possible but at least a month before election starts:

  • Edit elections details (timeline, cycle timeframe):
    • edit configuration.yaml
  • Prepare new election, e.g.:
    • tox -evenv -- create-directories
  • Commit to update website
  • Update Release Schedule

A couple of weeks before election starts:

  • Send PTL Election Season email
    • tox -e venv -- template-emails election_season

PTL Candidacy Round

When PTL Candidacy start:

  • Send PTL Nominations Kickoff email
    • tox -e venv -- template-emails nominations_kickoff

During the PTL Candidacy round:

  • Validate candidacy, e.g.:
    • tox -evenv -- check-all-candidacies, or
    • tox -evenv -- ci-check-all-candidate-files candidates/release/project/candidates, or
    • tox -evenv -- check-candidacy change_id
  • To +2 a candidate:
    • check commit link is indeed valid
    • check filename is email address
    • cursory check the candidacy statement
  • To +Workflow, checks the previous +2 details, find another commits using --limit 5 (optional)
  • Check candidate list and fix badly generated names through changes to the exception.txt file or requesting the candidate to update their OSF member profile.

Once the email deadline is reached:

  • Ask the TC chair to tag the governance repository
  • Generate the electorate rolls. This generates the rolls for all project teams even if they aren't going to hold an election.
    • tox -evenv -- generate-rolls

A couple of days before the candidacy submission ends:

  • Render statistics and send Motivation call for PTL candidacy round, e.g.:
    • tox -evenv -- render-statistics
  • Send PTL Nominations Last Days email:
    • tox -e venv -- template-emails nominations_last_days
  • Optionally send direct PTL nominations Last Days email to the members of the teams with no PTL candidates proposed:
    • tox -evenv -- template-emails nominations_direct_reminder -p <project_name> -o <owners_dir>

When PTL Candidacy submission ends:

  • Send PTL Nominations End email
    • tox -e venv -- template-emails end_nominations
  • When the tag is available, generate AC rolls, e.g.:
    • tox -evenv -- generate-rolls
    • Compare AC rolls with at least one other election official

PTL Election Round

Before PTL Election begins:

  • Send email to the mailing list or eligible electorates to opt in to CIVS voting system using their Gerrit email address in https://civs1.civs.us/cgi-bin/opt_in.pl
    • tox -e venv -- template-emails voting_optin_civs

When PTL Election begins:

  • Create CIVS page
  • Upload rolls
    • CIVS has a maximum number of electorate emails you can upload at a time without crashing, limit to 500 at a time
  • Send PTL Voting Kickoff email
    • tox -e venv -- template-emails voting_kickoff

A couple of days before the PTL Election ends:

  • Send PTL Voting Last Days email
    • tox -e venv -- template-emails voting_last_days

When PTL Election ends:

  • Close the election and update the results:
    • tox -evenv -- close-election --round ptl
    • edit doc/sources/results/release/ptl.yaml and set election winners to true
    • NOTE: We no longer need document TC-APPOINTMENT or LEADERLESS as the update-governance step will communicate that to the TC and the process in that repo will set the project leader.
  • Commit the change and review the results
  • Send PTL Results email
    • This is doc/source/results/release/announce_ptl.rst generated by building the docs with tox -e docs after doc/source/results/release/ptl.yaml has been created and updated
  • Update governance repo:
    • tox -e venv update-governance -- --governance-repo ../governance/

TC Elections

Selecting Election Dates

Things to keep in mind when selecting election dates:

  • Election Dates must be as per the TC charter which is "The election is held no earlier than 8 weeks and no later than 2 weeks prior to each cycle final release date (between ‘R-8’ and ‘R-2’ week)"
  • Allow for at least 48 hours between email deadline and polling beginning
  • Allow at least a week for nomination and campaign periods
  • TC and PTL election can be held as combined election

setup-election-config can be used to pick some obvous dates that need to be checked by the election officials and TC

Preparation

As early as possible but at least a month before election starts:

  • Edit elections details (timeline, cycle timeframe):
    • edit configuration.yaml
  • Commit to update website
  • Update Release Schedule

A couple of weeks before election starts:

  • Send TC Election Season email
    • tox -e venv -- template-emails election_season

TC Candidacy Round

When TC Candidacy starts:

  • Send TC Nominations Kickoff email
    • tox -e venv -- template-emails nominations_kickoff

During the TC Candidacy round:

A couple of days before the candidacy submission ends:

  • Send TC Nominations Last Days email
    • tox -e venv -- template-emails nominations_last_days

When TC Candidacy submission ends:

  • Send TC End Nominations email
    • tox -e venv -- template-emails end_nominations

Once the email deadline is reached:

  • Ask the TC chair to tag the governance repository
  • Generate the electorate rolls.
    • tox -evenv -- generate-rolls

TC Campaigning

The TC election includes a period after the candidates are defined but before the election, for candidates to answer questions from the community. Open this with:

  • tox -e venv -- template-emails campaigning_kickoff

TC Election Round

Before TC Election begins:

  • Send email to the mailing list to opt in to CIVS voting system using their Gerrit email address in https://civs1.civs.us/cgi-bin/opt_in.pl

    • tox -e venv -- template-emails voting_optin_civs

  • Create CIVS page

    • Title the poll: $RELEASE Technical Committee Election Poll

    • Enable detailed ballot reporting

    • Send to other officials to verify

      • Check number of seats
      • Check closing date

When TC Election begins:

  • Upload rolls
    • CIVS has a maximum number of electorate emails you can upload at a time without crashing, limit to 500 at a time* Send TC Voting Kickoff email
    • tox -e venv -- template-emails voting_kickoff

A couple of days before the TC Election ends:

  • Send TC Voting Last Days email
    • tox -e venv -- template-emails voting_last_days

When TC Election ends:

  • Close the election
  • Run: tox -e venv -- close-election --round tc
    • edit doc/source/results/release/tc.yaml setting the winners to true
    • Commit change and push review
  • Send TC Results email
    • This is doc/source/results/release/announce_tc.rst generated by building the docs with tox -e docs after doc/source/results/release/tc.yaml has been created and updated
  • Update reference/members in governance repository
    • Add new members
    • Remove chair and vice-chair from file
    • Commit change and push review
  • Update tc-election-summary.py with election statistics
  • Optionally send TC Election Statistics email