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| <h2 id='Roles+and+Responsibilities'><img src="../images/redarrow.gif" />Roles and Responsibilities |
| </h2> |
| <div class="section-content"> |
| <p>This document describes the roles (including Sponsor, Contributor, |
| Mentor) and provides an overview of the responsibilities of the |
| different parties involved in an incubation process. |
| </p> |
| <h3 id='TOC'>Contents</h3> |
| <div class="section-content"> |
| <ul> |
| <li><a href='#Roles+and+Responsibilities'> |
| Roles and Responsibilities |
| |
| </a> |
| <ul> |
| <li><a href='#TOC'> |
| Contents |
| </a> |
| </li> |
| <li><a href='#board'> |
| The Board |
| </a> |
| </li> |
| <li><a href='#Incubator+Project+Management+Committee+%28PMC%29'> |
| Incubator Project Management Committee (IPMC) |
| |
| </a> |
| </li> |
| <li><a href='#Chair+of+the+Incubator+PMC'> |
| Chair of the Incubator PMC |
| |
| </a> |
| </li> |
| <li><a href='#Candidate'> |
| Candidate |
| |
| </a> |
| </li> |
| <li><a href='#Champion'> |
| Champion |
| </a> |
| </li> |
| <li><a href='#Sponsor'> |
| Sponsor |
| </a> |
| <ul> |
| <li><a href='#Responsibilities+of+the+Sponsor'> |
| Responsibilities of the Sponsor |
| |
| </a> |
| </li> |
| </ul> |
| </li> |
| <li><a href='#Mentor'> |
| Mentor |
| |
| </a> |
| <ul> |
| <li><a href='#Responsibilities+toward+Podling+Community'> |
| Responsibilities toward Podling Community |
| |
| </a> |
| </li> |
| <li><a href='#Responsibilities+toward+the+Incubator+PMC'> |
| Responsibilities toward the Incubator PMC |
| |
| </a> |
| </li> |
| <li><a href='#Responsibilities+toward+the+Sponsor'> |
| Responsibilities toward the Sponsor |
| </a> |
| </li> |
| </ul> |
| </li> |
| <li><a href='#Committers'> |
| Committers |
| |
| </a> |
| </li> |
| </ul> |
| </li> |
| </ul> |
| </div> |
| <h3 id='board'>The Board</h3> |
| <div class="section-content"> |
| <p> |
| The <a href="http://www.apache.org/foundation/board/">Board Of Directors</a> of the |
| <a href="http://www.apache.org/foundation/">Apache Software Foundation</a> manages |
| the organizational affairs of the Foundation. |
| The board is elected by the |
| <a href="http://www.apache.org/foundation/members.html">Apache Members</a>. |
| </p> |
| <p> |
| The Board delegates responsibility for incubation to the |
| <a href="#Incubator+Project+Management+Committee+%28PMC%29">IPMC</a>. |
| </p> |
| <p> |
| <a href="http://www.apache.org/foundation/board/">Directors</a> are often active in the |
| Incubator. |
| <a href="http://www.apache.org/foundation/how-it-works.html#hats">Conventionally</a>, |
| unless indicated otherwise, individuals speak personally. So, a Director speaking |
| without their Board hat is not stating policy but expressing a personal opinion. |
| </p> |
| <p>See also: |
| </p> |
| <ul> |
| <li><a href="http://www.apache.org/foundation/how-it-works.html#management">How Apache Works</a></li> |
| </ul> |
| </div> |
| <h3 id='Incubator+Project+Management+Committee+%28PMC%29'>Incubator Project Management Committee (IPMC) |
| </h3> |
| <div class="section-content"> |
| <p>The Incubator PMC |
| [<a href="../incubation/Incubation_Policy.html#Incubator+Project+Management+Committee+%28PMC%29">definition</a>] |
| is responsible for: |
| </p> |
| <ul> |
| <li>acceptance and oversight of candidate projects submitted or proposed |
| to become part of the Foundation; |
| </li> |
| <li>providing guidance and ensuring that sub-projects under it's purview |
| develop products according to the Foundation's philosophy and |
| guidelines for collaborative development; |
| </li> |
| <li>providing a repository for the storage of incubation history and |
| information; |
| </li> |
| <li>assisting a Podling's Mentor in discharging her/his duties; |
| </li> |
| <li>regularly evaluating projects under its purview for the purposes of |
| recommending to the Sponsor whether the project should: |
| </li> |
| <li style="list-style: none"> |
| <ul> |
| <li>graduate from incubation; |
| </li> |
| <li>continue to receive guidance and support within the Incubator; or |
| </li> |
| <li>be terminated. |
| </li> |
| </ul> |
| </li> |
| </ul> |
| <p>To enable effective management of the process of incubation from the |
| point of view of the PMC and from the point of view of members of a |
| project under incubation, a set of policies and procedures are |
| described below that identify roles and responsibilities of |
| participants throughout the incubation lifecycle. |
| </p> |
| <p>A project going through the Incubator will therefore be required to |
| regularly report to the Incubator PMC. This will help the PMC in its |
| role of reviewing the status of a project under incubation. |
| </p> |
| <p>Finally, the Incubator PMC is the ASF body with the greatest level of |
| expertise and experience in the Incubation process. They provide a |
| store of knowledge that can be called on by the Mentor or a Podling |
| during (or even after) the incubation process. In cases where an |
| Incubation is particularly large, or where the Incubator PMC |
| otherwise feels the Mentor needs additional assistance, the Incubator |
| PMC may choose to provide an experienced Mentor to assist the main |
| Mentor in discharging their duty. |
| </p> |
| <p>Individuals may be nominated to join the IPMC after a vote which |
| passes with more than 3/4 of those voting. Additionally, any Member of the |
| Apache Software Foundation may join the IPMC by request. |
| </p> |
| <p>See also: |
| </p> |
| <ul> |
| <li><a href="http://www.apache.org/foundation/how-it-works.html#management">How Apache Works</a></li> |
| </ul> |
| </div> |
| <h3 id='Chair+of+the+Incubator+PMC'>Chair of the Incubator PMC |
| </h3> |
| <div class="section-content"> |
| <p>The person appointed by the <a href="#board">Board</a> to have primary |
| responsibility for oversight of the Incubator Project, its policies, |
| and policy implementation. |
| </p> |
| </div> |
| <h3 id='Candidate'>Candidate |
| </h3> |
| <div class="section-content"> |
| <p>A Candidate [<a href="Incubation_Policy.html#Candidate">definition</a>] |
| is a project proposed for incubation. A Candidate |
| shall meet the following minimum criteria: |
| </p> |
| <ul> |
| <li>affiliated with a named *Champion* (an ASF Member or Officer; see |
| below) |
| </li> |
| </ul> |
| <p>Optionally, a candidate may: |
| </p> |
| <ul> |
| <li>declare an affiliation with an existing Apache Project in which case |
| the project will become the *Sponsor*; |
| </li> |
| <li>specify requirements that may be anticipated during incubation; and/or |
| </li> |
| <li>provide a summary of the project relationship/dependencies (existing |
| or planned with existing Apache Projects/Products). |
| </li> |
| </ul> |
| <p>Naturally, projects will need more than this in order to graduate from |
| incubation status. |
| </p> |
| <p>A candidate project compliant with the above criteria may be proposed |
| by the Champion to the Sponsor for acceptance as a Podling. |
| Acceptance of a candidate shall be subject to the formal voting |
| method of the Sponsor. Should that vote be accepted, the Sponsor will |
| request that the Incubator PMC accept the candidate as a Podling |
| under incubation. The Sponsor shall assign a Mentor, who shall be |
| granted membership of the Incubator PMC for the duration of the |
| incubation process. |
| </p> |
| </div> |
| <h3 id='Champion'>Champion</h3> |
| <div class="section-content"> |
| <p> |
| A candidate project shall be sponsored by an |
| <a href="http://www.apache.org/foundation/index.html">Officer</a> or |
| <a href="http://www.apache.org/foundation/members.html">Member</a> |
| of the Foundation. The Champion assists the candidate on their |
| initial submission to a Sponsor. While private conversations are not |
| generally encouraged within the Apache community, the Champion's |
| relationship with the Candidate should allow for this in order to |
| educate the Candidate about the Apache Way and prepare the project |
| for the questions and issues likely to be raised by the community. |
| </p> |
| <p> |
| Before incubation begins, the Champion is expected to: |
| <ul> |
| <li>help with any process/ASF related hurdles before the Candidate enters incubation</li> |
| <li>help find the right people in the ASF to speak with</li> |
| <li>help to find Mentors</li> |
| <li>drive the process of entering the Incubator, leading to a vote to accept the proposed podling</li> |
| </ul> |
| </p> |
| </div> |
| <h3 id='Sponsor'>Sponsor</h3> |
| <div class="section-content"> |
| <p> |
| The Sponsor [<a href="../incubation/Incubator_Policy.html#Sponsor">definition</a>] |
| is the entity within the ASF that makes the determination |
| that a candidate would make a worthy addition to the ASF, and agrees |
| to take on the candidate in question (or in the case of the Incubator |
| PMC, assist it in finding a home) should it complete the incubation |
| process. |
| </p> |
| <p>A Sponsor will be one of:</p> |
| <ul> |
| <li> |
| A Top Level Project within the ASF. In this case, the project in |
| question has agreed that the candidate is a good fit for their |
| project, and will take on the candidate as a sub-project upon |
| successful completion of Incubation. |
| </li> |
| <li> |
| The Incubator PMC. In this case, the Incubator PMC agrees that the |
| project in question will make a good addition to the ASF, but there |
| is no clear "owner" of the candidate should it successfully complete |
| incubation. An incubation exit requirement for such candidates will |
| be the identification (and successfuly lobbying) of an "owner" entity |
| - either the <a href="#board">Board</a> (and the candidate will be a TLP) or another |
| project. In most cases, the Incubator PMC is the correct Sponsor (Candidates should discuss this |
| with their Champion). |
| </li> |
| </ul> |
| <p> |
| Note that a Sponsor is more than just a final resting place for a |
| candidate that successfully completes incubation. The Sponsor, by |
| taking on a candidate, is indicating that they believe the candidate |
| will make a worthy addition to the ASF, and takes responsibility for |
| assisting the podling through the Incubation process. The Sponsor is |
| therefore expected to be actively involved in the incubation process |
| and assist where necessary, giving the podling the best possible |
| chance of success. In addition, an entity that is a Top Level Project |
| should be involved in the Candidate's incubation in order to educate |
| the Candidate about practices that are specific to that TLP and about |
| other relevant projects within the TLP. |
| </p> |
| <p> |
| However, while the Sponsor is expected to be actively involved, it is |
| formally representated by the Mentors. The Mentors are the individuals |
| accountable to the Incubator PMC for ensuring the incubation process |
| is correctly followed. In cases where the Mentors are not fulfilling |
| their responsibilities, the Sponsor (in particular its Chair) will be |
| expected to remedy the situation. |
| </p> |
| <h4 id='Responsibilities+of+the+Sponsor'>Responsibilities of the Sponsor |
| </h4> |
| <div class="section-content"> |
| <ul> |
| <li>to provide initial approval for a Canidate to be accepted as a Podling |
| </li> |
| <li>to nominate Mentors for the incubation process |
| </li> |
| </ul> |
| </div> |
| </div> |
| <h3 id='Mentor'>Mentor |
| </h3> |
| <div class="section-content"> |
| <p>Mentors are chosen by the Sponsor to actively monitor the |
| podling, guide the podling in |
| <a href="http://apache.org/foundation/how-it-works.html">the Apache Way</a>, |
| and report its status |
| to the Sponsor and the Incubator PMC. All Mentors must be members of the |
| Incubator PMC. A Mentor has the following responsibilities |
| toward the Incubator PMC, the Sponsor, and the community of the assigned |
| Podling. |
| </p> |
| <h4 id='Responsibilities+toward+Podling+Community'>Responsibilities toward Podling Community |
| </h4> |
| <div class="section-content"> |
| <ul> |
| <li>to ensure that Incubator PMC decisions and/or issue are dealt with in |
| a timely manner and ensure that decisions or resolutions affecting |
| the Podling are communicated promptly and expeditiously; |
| </li> |
| <li>to represent the interests of the Podling on the Incubator PMC; |
| </li> |
| <li>to liaise between the ASF Secretary and the Podling on matters |
| concerning CLA submission and acknowledgments; |
| </li> |
| <li>to liaise between the ASF Infrastructure team and the Podling on |
| matters concerning infrastructure support (mailing lists, CVS |
| establishment, account establishment, etc.); |
| </li> |
| <li>to assist the Podling on matters concerning the resolution of license |
| transfers, copyright assignments, and/or software grants where |
| applicable; and |
| </li> |
| <li>to provide where and as appropriate, guidance on matters concerning |
| Apache policies and practices - including the establishment of its |
| internal steering committee. |
| </li> |
| </ul> |
| </div> |
| <h4 id='Responsibilities+toward+the+Incubator+PMC'>Responsibilities toward the Incubator PMC |
| </h4> |
| <div class="section-content"> |
| <ul> |
| <li>monitoring the Podling through the incubation process; |
| </li> |
| <li>evaluating the compliance of the Podling with Incubator PMC policies |
| and procedures; |
| </li> |
| <li>assessment of the Podling status with respect to continuation/exit |
| strategy; |
| </li> |
| <li>to notify the Incubator PMC and Sponsor of the completion of |
| administrative actions; and |
| </li> |
| <li>to provide updates to the Incubator PMC and Sponsor on the status of |
| license grants (where and as appropriate) and other relevant legal |
| information pertaining to the Podling. |
| </li> |
| </ul> |
| </div> |
| <h4 id='Responsibilities+toward+the+Sponsor'>Responsibilities toward the Sponsor</h4> |
| <div class="section-content"> |
| <ul> |
| <li>provide status to the Sponsor as to the progress |
| of the podling |
| </li> |
| </ul> |
| </div> |
| </div> |
| <h3 id='Committers'>Committers |
| </h3> |
| <div class="section-content"> |
| <p>The candidate shall declare an initial set of committers. On |
| acceptance of a candidate project, the assigned Mentors shall be given |
| access to the Podling's repository for the duration of the |
| incubation process. This is to allow the Mentors to perform their |
| incubation duties, and is for administrative purposes only. To be |
| given full committer privileges, such as the right to add new code to |
| the repository, the Mentors must earn them as would any other |
| potential new committer. In some cases, the Mentors may be part of the |
| initial set of declared committers, but this is not a requirement of |
| the Incubation process. |
| </p> |
| <p>In association with its Mentor and Champion, a Podling community is |
| largely free to get on with the stuff they want to do (code, |
| architecture, product, solutions, etc.) with minimal disruption |
| related to the incubator process. |
| </p> |
| <p>However, you need to make sure of a number of things: |
| </p> |
| <ul> |
| <li>keep your Mentors informed - they are reporting to the PMC and |
| generally speaking "no news is bad news". Of course, conducting |
| business on the project's mailing lists is one important way to do |
| this. |
| </li> |
| <li>make sure your Champion is continuously in-the-loop and has the |
| latest and greatest information about your project |
| </li> |
| <li>actively seek and recruit committers to your project - preferably |
| linking you with existing Apache communities |
| </li> |
| <li>make sure your decision making process is visible and accountable |
| </li> |
| </ul> |
| <p>These activities are not unique to projects in the Incubator. For |
| example, existing Apache Projects have regular reports made by their |
| PMC Chair to the <a href="#board">Board</a>. |
| </p> |
| <p>During the incubation, the committers will be expected to show how, |
| as a group, they are upholding the ideals of the Apache community. In |
| particular, as the Podling evolves it is anticipated that the Podling |
| will establish procedures for the introduction of new committers |
| through a process consistent with established Apache practices. If |
| you are aiming for TLP status you may also want to start on drafting |
| the policy and procedures you aim to put in place once accepted. |
| </p> |
| </div> |
| </div> |
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| Licensed under the <a href="http://www.apache.org/licenses/LICENSE-2.0">Apache License, Version 2.0</a>.<br/> |
| Apache Incubator, Apache, the Apache feather logo, and the Apache Incubator project logo are trademarks of The Apache Software Foundation. |
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