From 6073ad605b125f8c1d505a99e1b0de222f2a1065 Mon Sep 17 00:00:00 2001 From: Kelle Cruz Date: Fri, 31 Oct 2025 15:26:42 -0400 Subject: [PATCH 1/5] Create cruz-leadership.md for finance committee roles Added project details for Cruz and Gabela in the Finance Committee. --- .../proposal-calls/cycle5/cruz-leadership.md | 36 +++++++++++++++++++ 1 file changed, 36 insertions(+) create mode 100644 finance/proposal-calls/cycle5/cruz-leadership.md diff --git a/finance/proposal-calls/cycle5/cruz-leadership.md b/finance/proposal-calls/cycle5/cruz-leadership.md new file mode 100644 index 00000000..668dc26c --- /dev/null +++ b/finance/proposal-calls/cycle5/cruz-leadership.md @@ -0,0 +1,36 @@ +### Cruz & Gabela - Finance Committee and SPOC + +### Project Team +- Kelle Cruz +- Ana Gabela + +### Project Description / Scope of Work +- Run the finance commitee which moves money from NumFocus to Astropy Contractors. +- Participate in the SPOC committee which is trying to get the roadmap implemented. + + +#### Roadmap Items +List which [roadmap](https://github.com/astropy/astropy-project/blob/main/roadmap/roadmap.md) item(s) this work will help address? + +#### Project / Work / Deliverables +Kelle's responsibilties include: +- Lead weekly meetings of the Finance Committee +- Attend weekly meetings of the SPOC +- Figure out how to translate money into a progress on the Roadmap + +Ana's responsibilities will continue to be: +- Attend weekly meetings of the Finance Committee and assist with scheduling +- Keep track of invoicing +- Facilitate COTR checkins +- Help with hiring: draft job ads, posting job ads, handling applications, selection rubric, triaging applications, scheduling interviews, selection and record the process for others to follow in the future. +- Assist with balance tracking and reporting + +### Approximate Budget +Kelle's Budget to Hunter, as summer salary, including fringe and overhead: + + +Ana's Budget: +- $7,800 for one year ($650/month) + +### Period of Performance +Jan 1 -- Dec 31, 2026. From 4fa2537b62d98cd175871f1e7328678cd5a39891 Mon Sep 17 00:00:00 2001 From: Kelle Cruz Date: Fri, 31 Oct 2025 15:32:29 -0400 Subject: [PATCH 2/5] Revise responsibilities and budget details in proposal Updated responsibilities for Kelle and Ana, including tracking invoices and facilitating check-ins. --- finance/proposal-calls/cycle5/cruz-leadership.md | 9 ++++++--- 1 file changed, 6 insertions(+), 3 deletions(-) diff --git a/finance/proposal-calls/cycle5/cruz-leadership.md b/finance/proposal-calls/cycle5/cruz-leadership.md index 668dc26c..8ea4e302 100644 --- a/finance/proposal-calls/cycle5/cruz-leadership.md +++ b/finance/proposal-calls/cycle5/cruz-leadership.md @@ -15,15 +15,18 @@ List which [roadmap](https://github.com/astropy/astropy-project/blob/main/roadma #### Project / Work / Deliverables Kelle's responsibilties include: - Lead weekly meetings of the Finance Committee +- Maintain up-to-date records of funds committed, spent, and available. +- Coordinate decisions and policies with NumFocus Finance team - Attend weekly meetings of the SPOC - Figure out how to translate money into a progress on the Roadmap Ana's responsibilities will continue to be: - Attend weekly meetings of the Finance Committee and assist with scheduling -- Keep track of invoicing -- Facilitate COTR checkins +- Assist with tracking invoices and payments, making sure projects are invoicing regularly or at least every three months. +- Facilitate COTR checkins for Astropy funded projects. - Help with hiring: draft job ads, posting job ads, handling applications, selection rubric, triaging applications, scheduling interviews, selection and record the process for others to follow in the future. - Assist with balance tracking and reporting +- Communicating with finance committee members, cotars, and project leads. ### Approximate Budget Kelle's Budget to Hunter, as summer salary, including fringe and overhead: @@ -33,4 +36,4 @@ Ana's Budget: - $7,800 for one year ($650/month) ### Period of Performance -Jan 1 -- Dec 31, 2026. +Jan 1 -- Dec 31, 2026 From 2b4d71129f8556ea4af7ebaeeb0fdbb3e8c19682 Mon Sep 17 00:00:00 2001 From: Kelle Cruz Date: Mon, 3 Nov 2025 14:39:25 -0500 Subject: [PATCH 3/5] Update budget --- finance/proposal-calls/cycle5/cruz-leadership.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/finance/proposal-calls/cycle5/cruz-leadership.md b/finance/proposal-calls/cycle5/cruz-leadership.md index 8ea4e302..02b88d87 100644 --- a/finance/proposal-calls/cycle5/cruz-leadership.md +++ b/finance/proposal-calls/cycle5/cruz-leadership.md @@ -29,8 +29,8 @@ Ana's responsibilities will continue to be: - Communicating with finance committee members, cotars, and project leads. ### Approximate Budget -Kelle's Budget to Hunter, as summer salary, including fringe and overhead: - +Kelle's Budget to Hunter, as 1 month of summer salary, including fringe and overhead: +- $21,125 Ana's Budget: - $7,800 for one year ($650/month) From 6f7cbe721c11a27cda3a16f33ac6ca6617363956 Mon Sep 17 00:00:00 2001 From: Kelle Cruz Date: Mon, 3 Nov 2025 14:45:40 -0500 Subject: [PATCH 4/5] Update roadmap items in cruz-leadership.md Added roadmap items related to funding, strategic planning, and recruitment. --- finance/proposal-calls/cycle5/cruz-leadership.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/finance/proposal-calls/cycle5/cruz-leadership.md b/finance/proposal-calls/cycle5/cruz-leadership.md index 02b88d87..f6fb4ce3 100644 --- a/finance/proposal-calls/cycle5/cruz-leadership.md +++ b/finance/proposal-calls/cycle5/cruz-leadership.md @@ -10,7 +10,9 @@ #### Roadmap Items -List which [roadmap](https://github.com/astropy/astropy-project/blob/main/roadmap/roadmap.md) item(s) this work will help address? +- Maintain existing funding sources (e.g., NASA). +- Define and staff the strategic planning role. +- Recruit for unfilled team positions. #### Project / Work / Deliverables Kelle's responsibilties include: From 922130ca8c80b0794ffa6623a151d9dc564a2b6f Mon Sep 17 00:00:00 2001 From: Kelle Cruz Date: Mon, 3 Nov 2025 14:53:51 -0500 Subject: [PATCH 5/5] Enhance project description for leadership roles Expanded descriptions for Finance Committee and SPOC roles. --- finance/proposal-calls/cycle5/cruz-leadership.md | 8 +++++--- 1 file changed, 5 insertions(+), 3 deletions(-) diff --git a/finance/proposal-calls/cycle5/cruz-leadership.md b/finance/proposal-calls/cycle5/cruz-leadership.md index f6fb4ce3..13ecfdc7 100644 --- a/finance/proposal-calls/cycle5/cruz-leadership.md +++ b/finance/proposal-calls/cycle5/cruz-leadership.md @@ -5,9 +5,11 @@ - Ana Gabela ### Project Description / Scope of Work -- Run the finance commitee which moves money from NumFocus to Astropy Contractors. -- Participate in the SPOC committee which is trying to get the roadmap implemented. - +#### Finance Commitee +Kelle Cruz is the Chair of the Finance Committee and Ana Gabela provides administrative support to the activties of this committee. Together, we are responsible for the day-to-day operations of managing the finances of the project. In particular, we take on the actions needed in order to move money from NumFocus to Astropy Contractors. We also help run the funding request process and travel funding requests. + +#### SPOC +Kelle Cruz is an engaged member of the Strategic Planning and Organizing Committee, which is charged with getting the Roadmap implemented. I am particularly interested in identifying a workflow for systematically tracking progress on roadmap items. #### Roadmap Items - Maintain existing funding sources (e.g., NASA).