#234 Add a Event DEI Location Policy
Opened 7 months ago by misc. Modified 12 days ago
Fedora-Council/ misc/council-docs add_dei_policy  into  main

Add a Event DEI Location Policy
Michael Scherer • 19 days ago  
@@ -13,6 +13,7 @@ 

  ** xref:policy/guiding-policy.adoc[Guiding Policy]

  ** xref:policy/policy-change-policy.adoc[Policy Change Policy]

  ** xref:policy/edition-promotion-policy.adoc[Edition Promotion Policy]

+ ** xref:policy/event-location-policy.adoc[Event DEI Location Policy]

  ** xref:legal::index.adoc[Legal & Licensing Policies]

  ** xref:policies.adoc[Additional Policies]

  * Council Procedures

@@ -0,0 +1,112 @@ 

+ include::{partialsdir}/attributes.adoc[]

+ 

+ = Event DEI Location Policy

+ 

+ This page describes the Event DEI Location policy, aiming to keep our diversity commitment in mind when organizing a event.

+ 

+ 

+ [[goals]]

+ == Goals

+ 

+ This policy goal is to make sure that a event location do not prevent people from coming due to discriminatory laws that would realistically impact attendance by marginalized members of the community. It was written with the LGBTQIA+ community in mind, but should not be restricted to it. To give a example, a law that prevent so-called "LGBT propaganda" would create legal risk if the DEI team decide to have a meeting, and so we should refrain from choosing such a location for a international event. As another example, a law preventing abortion under any circumstance would make pregnant people be wary of coming due to the risk of not being able to get proper care in case of unforeseen pregnancy related complications. This policy is written to be supplemented with several criteria submitted by the community following the process to add criteria outlined in this document.

+ 

+ == Non goals

+ 

+ This policy does not attempt to take in account travels and/or passports/visa issues on purpose. While this greatly impact who can travel and would fall under the goal of increasing community diversity, this requires a different approach due to the complexity involved and the fact that it almost always requires a arbitrary decision that depend on the location of community members, the previous locations and current geopolitical climate as well as budget.

+ 

+ This policy also explicitly do not cover the event venue itself and the facilities used during the event, as this should be part of a separate document.

+ 

+ This policy do not cover smaller events organized by a local team (like a release party), as there is no expectation of international travel and the audience wouldn't see its situation change wrt inclusivity. However, the event are still bound by https://docs.fedoraproject.org/en-US/project/code-of-conduct/#_our_standards[Fedora CoC]. Organizers are free to take that policy in account if their planned event aim for a audience spanning multiple countries and need to decide where to organise the event.

+ 

+ [[location]]

+ == Location evaluation process

+ 

+ Each covered event should be assessed by the Fedora DEI team and/or the Council in a timely fashion (ideally in a month time frame). Each proposal must be formally assessed using the criteria listed here:

+ * placeholder criteria (to be added later)

+ 

+ Feedback can be provided in advance before the formal review process is started, and community members are encouraged to become familiar with the requirements before submitting a proposal, and get in touch with DEI team if they have any questions.

+ 

+ === Events covered ===

+ 

+ Only a event requiring international travel for a sizable portion of the attendees shall be covered by that policy. Smaller events aiming at a regional or national audience can be exempted of this policy.

+ 

+ For Fedora, this mean mostly Flock to Fedora, or a event that replace it, as it aim to get the wider community from all around the world. Hackfests tend to bring people from various countries and should be covered too.

+ 

+ [[criteriaevaluation]]

+ == Criteria evaluation

+ 

+ === Laws priority order

+ 

+ Criteria must be evaluated using the material applicability of laws, with a focus on their locality. For example, if a country lack a specific law used in a criteria, but a applicable law exists at a lower administrative level such as a town and cover the proposed location, then the closer applicable law will be taken in account. To give a example, at the time of writing of this document (April 2024), same sex unions are not recognized country-wide in Japan. However, since the Ibaraki prefecture has a partnership system since 2019, a event in Mito (capital of the prefecture) would be covered, and so a criteria based on same sex unions recognition could be fulfilled.

+ 

+ === Timing of laws application

+ 

+ The criteria would be evaluated at the time of the proposal and/or decision. If a law is proposed but not yet voted, then it shouldn't be taken in account. In a lot of country, there is plenty of laws proposed with most not being discussed nor being signed. If a law is not enforced in practice, but still exists, it should however be taken in account as if it was enforced. In the event of a imminent vote (1 or 2 weeks) along a rather high certainty of the result, a case-by-case exception can be discussed for that. Proposed laws can be brought during discussion outside of the process, and it is up to the Council to take that in account, especially if there is a need for a arbitrage between multiple locations.

+ 

+ === Survey and perceptions

+ 

+ The criteria must be primarily based on laws, not survey or perceptions. The main reason is that surveys and perceptions can be hard to get in a consistent way across the world, and would requires to make a judgement call based on changing numbers, which is less clear cut than the presence or absence of laws. However, surveys and perceptions can be taken in account during discussion, on a case by case basis, especially if there is a need for arbitrage by the Council.

+ 

+ === Importance

+ 

+ Each criteria will result either "met" or "not met" result. If a criteria is not met, it can be either a hard requirement (the proposal is rejected on that criteria alone), or a soft requirement (the proposal is not rejected just with that). Fedora Council can ignore a criteria (hard or soft), but it must provides a public explanation and a detailed reasoning for that. If all proposals for a event have at least one criteria that is not met, Fedora Council will need to start a arbitrage and should favor the one with the least amount of "not met" criteria and the least amount of "hard" and "not met" criteria. It should also provides a public and detailed reasoning around the arbitrage.

+ 

+ [[criteriaprocess]]

+ == Criteria Addition Process

+ 

+ Anyone in the project can submit a new criteria in the policy by opening a ticket to the https://gitlab.com/fedora/dei/[DEI tracker].

+ 

+ To be considered, a proposal must provides the following information:

+ 

+ * A name for the proposal. A pun in the acronym is not required, but always appreciated.

+ * The name/FAS ID of 2 persons responsible for pushing the proposal, answering to questions and submitting the changes and merge requests.

+ * A rational explaining how it is related to Fedora DEI team objectives.

+ * A criteria, in a short form of 1 or 2 sentences.

+ * A short paragraph explaining the impact on the community and on the conference attendance, ideally along examples of past issues, controversies in others communities or academics papers

+ * Whether the criteria is a hard requirement, or a soft requirement. A hard requirement would be harder to override than a soft requirement.

+ * A set of resources in English from authoritative sources such as specialized NGOs report that permit to assess the criteria at the time of decision. It should be up to date and cover all countries if possible, and can be complemented with more precise smaller regional sources. Exceptions can be accepted on a case by case basis.

+ * A set of 3/4 examples locations and how the criteria would be applied in practice. It must provides at least one accepted and one refused location, along the reasoning and justifications for the verdict. Locations should be provided as examples and do not need to be related to previous or future locations, but must use existing and contemporary laws at the time of the proposal.

+ 

+ 

+ === New criteria approval

+ 

+ A proposal need to be reviewed and approved by the Fedora DEI team for adequacy with the team goals, then by the Fedora Council along the input of the Events team and any 3rd party that the Council may decide to consult.

+ 

+ The Fedora DEI team must use a full consensus approval as defined in its xref:policy:decision-process.adoc[decision process]. The Fedora Council need to follow its own Policy Change process.

+ 

+ If the proposal fail to obtain a consensus by any of the approving parties, their decision must be motivated. If the proposers wish to amend their proposal and submit it again, the new proposal must be treated as a new proposal from the point of view of the process and obtain approval from Fedora DEI team and Council again.

+ 

+ People listed as responsible for the proposal can participate to the discussions but must refrain from casting any vote on their own proposal. A proposal can be withdrawn or set aside at any time by the proposers. Any substantive change to a proposal during the approval procedure reset the process to 0.

+ 

+ [[example]]

+ === Fictional example of a criteria proposal

+ 

+ Name: Proposal for mandatory and adequate feeding of cats

+ 

+ Proposer: Ruby N. (rudebythecat@) and Sapphire N. (simp4ever@)

+ 

+ Rationale: Cats are very important and cute and important, and should be able to come without suffering from hunger or the psychological trauma of having water that is not fresh in their bowl.

+ 

+ Criteria: Flock should be in a place where cats are in charge and/or well fed and/or treated as divinities.

+ 

+ Impact on the community: Without having cats in charge, they might get underfed, and that's very very very bad. It would deter cats from traveling to Flock, and so reduce the cuteness of the community by reducing the feliness of the community, which is the 6th F of the 4 foundations. Cats are also good for people according to https://www.cabidigitallibrary.org/doi/full/10.1079/hai.2021.0006[this academic paper].

+ 

+ Type of requirement: Hard

+ 

+ Resources:

+ 

+ * https://en.wikipedia.org/wiki/Animal_rights_by_country_or_territory

+ 

+ Examples:

+ 

+ * https://en.wikipedia.org/wiki/Aoshima%2C_Ehime[Island of Aoshima, Japan]: Pass, because the cats have the control of the island.

+ * https://en.wikipedia.org/wiki/Rochester,_New_York[Rochester, NY, USA]: Not pass, because the food is hidden in a closet that is too high to reach.

+ * https://en.wikipedia.org/wiki/Talkeetna,_Alaska[Talkeetna, AS, USA]: Pass, as there was a honorary cat mayor, so the cats can do a coup and get food.

+ 

+ 

+ [[references]]

+ == References

+ 

+ * https://pagure.io/fedora-diversity/issue/98[Diversity decision making process]

+ * https://discussion.fedoraproject.org/t/flock-location-and-dei-policy/102686[Initial policy discussion]

+ * https://gitlab.com/fedora/dei/home/-/issues/34[Initial policy proposal tracker]

Thank you for spending time on this.

I agree with the need for the Event Policy. I would avoid the Goal/No-Goal sections as you put them in the policy.

I think we need to consider two different parts of this work: 1) the Event policy 2) the current task to setup the initial policy and allow it to be built and extended further with experience.

For that work item part indeed we can scope it down and start with the very strict and objective criteria based on the local laws, before we dive deeper into the less formalized areas.

But the event policy as a document which we will setup and develop, can not have visa requirements as a non-goal. It is a goal of the policy, it is not a goal of our first steps in establishing the foundation for that policy.

I would avoid the Goal/No-Goal sections as you put them in the policy.

I was not sure how should I communicate the goal of the document. I repeatedly pointed to people that I was trying to focus on 1 specific problem, either on the forum or during my workshop, but people still proposed to expand the scope each time. So being explicit was a way to avoid the problem.

However, I agree, now that the document is at the last step before being merged (eg, people who comment know what this is about), that's no longer a issue and should be removed.

I think we need to consider two different parts of this work: 1) the Event policy 2) the current task to setup the initial policy and allow it to be built and extended further with experience.

That was part of my initial proposal, with one policy for location, and another policy that explain how we extend the 1st one. I have been told to simplify it, hence the merged document.

But the event policy as a document which we will setup and develop, can not have visa requirements as a non-goal. It is a goal of the policy, it is not a goal of our first steps in establishing the foundation for that policy.

That's why this is not "Event Policy", but "Event DEI Location Policy" with a rather narrow focus. And I am quite convinced that a policy like this one (kinda a checkbox policy) is not the right way to deal with visas, or venue accessibility.

I spent lots of time trying to figure the whole visa stuff, but this depend too much on 1) the budget 2) the participants 3) the travels. If people give me unlimited budget, I can easily solve the problem. I can just afford a private jet for each attendee and organize Flock on the private island I rented with the unlimited budget. But without that, that's a rather complex optimisation problem with plenty of trade-off that need to be discussed between humans.

For example, do we need to take in account visa requirements during travel ? If we choose Jamaica for Flock 2025 because that's visa free for people from India, we also need to account for budget so sponsored people fly to Kingston without going to the US (as they would otherwise need a visa, which negate the main reason to go to Kingston). From a quick look, a flight from BLR to KIN next month cost 1000€ on the 11th of November if you stop in Miami. If you want to avoid the US, then it cost 1600€, flying to YUL and MUC (and also take longer).

And that's just assuming we optimize on visa for 1 nationality, but things get harder if you add more variables, more country and the fact that we have no idea if getting a visa is hard or not. And in order to optimize for that, we need to know who is coming, but who is coming depend on budget and budget depend on where you go, which is what you want to find (which I feel can be solved by some gradient descent, but the policy can't be "use the power of computer science").

So if we have a policy, that would be extremely vague and hand wavy, because there is no other way afaik. That's why we struggle and why I couldn't find any example.

As for the question of a venue policy, it came from people wanting it to be accessible. That's a worthy goal, but too vague and hard to predict as accommodations may be very specific, so it depend again on budget and audience. For example, let's look at sign language for deaf people. That would fall on the purview of accessibility, but the ASL (American Sign language) is different from the LSF (french sign language) who is different from the 298 others sign languages. If we decided this Flock to get sign language support, we would have likely faced logistic issues. What if we had a french deaf contributor, how hard would it have been to find someone in Rochester that speak LSF ?

Another example, are the norms around accessibility the same around the world ? if I say "yes the hotel in Rochester is wheelchair accessible", can I assume that it is good enough for someone from another country, one that likely use different unit ?

For those 2 reasons, I think that we need multiple policies, not just one, and likely policies that would be wildly different than the checkbox/criteria at bid time approach I propose here.

For example, I do not think we should have a policy that say "the venue need to be accessible", because that's meaningless without saying to whom. What we would need is a policy that say that we aim to make it accessible and a process to make it so. To go back on the sign language example I gave, maybe the process would be "get a quote for a interpreter as part of the bid process and set aside money for that". If no one request it, then we keep the money (cause, that's quite pricy, I think we were speaking of 5k € in France for a 2 days event).

Maybe the process for accommodation for a wheelchair user could start by asking to people in advance, and as a policy, select the party venue to be fun even in a wheel chair, etc.

I kinda see the whole process of building flock as a pipeline, and those policy are either here to gate a location (visa, laws) or to build the event itself (adding accommodations). And you likely know better than me that this wouldn't be wise to have a single pipeline step that does everything as smaller separate ones are easier to reason with.

Now, of course, we can also have a "event policy" document that mainly serve as a index for all those non yet written documents. But I feel a index is overkill for now.

Also, while the policy is titled "Event location DEI policy", at its core, it is more a risk management policy. As pointed out at the start of the ticket (and everywhere else), there is more and more protests/controversy/discussions around the topic (and I can even give a example from last week ), but based on what I have seen, actual incidents are quite low. So the policy is mostly here to avoid ruining our efforts around DEI, and having events organizers having to deal with a controversy as they are already overloaded.

And so I bring the risk management angle because when discussing with Justin in the meeting yesterday, the question of bad actors came back to my mind (around discussion of whether hackfests should be covered or not). By bad actors, I mostly have in mind something like far-right influencers that would increase the risks by whipping a controversy.

For example, if we organize a hackfest and it is not covered by the policy (let's say translation hackfest) as discussed with Justin and it happen to be in what I would call a DEI hostile location (for example, Russia), I can think of a few risks that would caused by bad externals actors.

One could start a controversy, either by pointing we can't apply the CoC (and so that we are hypocrites, and Coc is just fluff, etc), or in a more extreme case, ask followers to call the cops (like this ) and cause problems to local organizers.

Metadata Update from @jflory7:
- Pull-request tagged with: type - new docs

a month ago

I don't like having an "and/or" here. Make the responsibility unambiguous. The Council can always overrule the DEI team's decision, so it should either be assessed by the DEI team and then referred to Council or it should go directly to Council.

rebased onto d0414bd

19 days ago

s/council/Council

I fixed and used the --force to push the fix.

I don't like having an "and/or" here. Make the responsibility unambiguous. The Council can always overrule the DEI team's decision, so it should either be assessed by the DEI team and then referred to Council or it should go directly to Council.

Fair point. I think that I am not sure which one is best and maybe that's why I left it for later.

On one hand, the Council has the authority and legitimacy to decide, but maybe not the time.

On the other hand, the DEI team will likely have the expertise and the time, but unlike the Council, do not have a very formal structure, and less insurance to be staffed with people.

rebased onto d0414bd

19 days ago

I like the document. I think it strikes the right balance.

After the first reading, I was worried about the "hard criteria" and basing the decision on the formal law. The formal laws sometimes trail behind the actual practice. US is famous for it's quirky town and parish laws that were passed at some point and formally are still on the books, even if almost nobody remembers about them. In Great Britain homosexuality was partially illegal until ECHR struck down their law in 2000. But despite the law being formally valid, I'd argue that in 1990's the actual climate and practice was good enough that Flock 1998 in London would have been OK. Similarly, countries in central Europe unfortunately have many discriminatory laws… in particular Poland. But the actual practice may or may not be a problem and a closer evaluation would need to be required. But the document allows the Council to override some of the requirements, with a justification. I think this is good enough. Effectively it means that we would start with a strict evaluation based on the letter of the law, and possibly ignore some of the problems after careful evaluation.

To be fair, I suspect that actual "organic" problems will be quite rare anyway, I can't think of one that happened since 20 years. However, my biggest fear is not that kind of problems, but risk of "manufactured" problems, either from a external actor (likely malicious), or from a reputation point of view.

To follow your example, let's assume that we find the time travel device that bcotton used to properly estimate release date, and use it to go back to London in 1998 to organise Flock. While it look like a normal phone cabin, it is bigger inside, so we can fit the community without too much trouble (other than the usual logistics one).

Male homosexuality was decriminalized since 1967 in part of UK, and all of UK around 1980 after Dudgeon v. U.K.. The part that was removed after the ECHR case of A.D.T. v. U.K. in 2003 was the part that criminalized intercourse between more than 2 men. And while I know the 80s weren't exactly tolerant for queer people ( I know someone who spoke about violent incidents she faced when she was younger and in UK ), I agree that in practice it would have been less a issue in London in the late 90s for foreign travellers.

Now if we look closer to the A.D.T. affair, we can see that someone must have called the cops on him, because cops do not usually show with a warrant randomly at your house and find videotapes. The same happened in Lawrence v. Texas, the case started due to jealousy between 3 guys, one of them calling the cops on the 2 others.

And I know we have a few polyamorous people in the Fedora community, I know we have a few queer people in the community and I know there is people who belong to both groups, and some that belong only to one. I even know at least 1 male RHer in a trouple with 2 others guy (but he is not working on Fedora).

Would those people be at risk with the UK law in 1998 ? That's hard to tell, but once you factor the risk of denunciation, it might become less rare. For example, Debian (and Fedora to some extent) has to deal with a relentless harasser who suggested to call the cops on one of his target in the past, and who continue to harass people as of today. I would argue that this kind of person could harass some people in the community by calling the cops on them if they knew in advance they go to Flock London 98 (assuming a timetravelling phone).

And so the question is not if in practice, the law would be applied more that the risk if it is applied.

Another issue for U.K. in 1998 is the famed section 28 legislation, as it was still present, and this could have caused problem if Flock location was a school/university, which is not uncommon. For example, Flock 2014 was in a university in Praha. FOSDEM and Devconf.cz are in universities every years. In the past, several FUDCOn were in school or government buildings, such as FUDCON Milan 2011, FUDCOn Santiago 2010, FUDCon Boston 2005 to name a few.

So if Flock 98 London is organized in King's College London, we would face uncertainty on whether we could hold a DEI team meeting and/or a Fedora pride meetup. It would be less of a issue in a private hotel.

And even if the administration of the college say "this is ok", we could still face the risk of someone starting a campaign pointing to us not respecting the law (assuming that someone can send Youtube video/podcast/social media messages to the past before those were invented, of course).

But that's also why we have the hard and soft requirements. A law that criminalize general promotion of homosexuality as discussed in Turkey this week would be a hard "no", as it would prevent holding a DEI team meeting for example. A law like the one in UK (the gross indecency one) could be a softer "no" with a lengthy comment as I think indeed it would be harder to show a risk, but it might not be 0, and so would let the council decide with enough information depending on other proposals.

Thank you for the long explanation — I learned a lot I didn't know. But I think that your conclusion and my conclusion are effectively very similar, to make an informed decision in the nonobvious cases.

So, to answer @bcotton point, I would propose the following change, replace

Each covered event should be assessed by the Fedora DEI team and/or the Council in a timely fashion (ideally in a month time frame)."

by

Each covered event should be assessed by the Fedora DEI team in a timely fashion (ideally in a month time frame). The Council will then have to decide based on Fedora DEI team input, or take over the duty of assessing if the Fedora DEI team is not able to do the assessment."

This way, we can have:
- a clear path forward if the DEI team fold
- a clear process for the case if doesn't fold, in line with our governance
- a great source of joy for @bcotton by removing ambiguity

Hm, maybe "(ideally, within a month)". That seems less grammatically tortuous.

Seems like a good idea, document should be as clear as possible. In fact, maybe remove "ideally", cause we need a time limit, not a ideal case.