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-= Roles and Responsibilities
-Apache Incubator PMC
-2002-10-16
-:jbake-type: policy
-:jbake-status: published
-:idprefix:
-:toc:
-:imagesdir: ../images/
-
-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.
-
-== The Board
-
-The link:http://www.apache.org/foundation/board/[Board Of Directors] of the
-link:http://www.apache.org/foundation/[Apache Software Foundation]
-manages the organizational affairs of the Foundation.
-The board is elected by the
-link:http://www.apache.org/foundation/members.html[Apache Members].
-
-The Board delegates responsibility for incubation to the
-link:#Incubator+Project+Management+Committee+%28PMC%29[IPMC].
-
-link:http://www.apache.org/foundation/board/[Directors]
-are often active in the Incubator.
-link:http://www.apache.org/foundation/how-it-works.html#hats[Conventionally],
-unless indicated otherwise, individuals speak personally. So, a Director speaking
-without their Board hat is not stating policy but expressing a personal opinion.
-
-See also: link:http://www.apache.org/foundation/how-it-works.html#management[How Apache Works]
-
-
-== Incubator Project Management Committee (IPMC)
-The Incubator PMC [link:https://whimsy.apache.org/board/minutes/Incubator.html#minutes_2002_10_16[resolution]] is responsible for:
-
-* acceptance and oversight of candidate projects submitted or proposed to become part of the Foundation;
-* providing guidance and ensuring that podlings under it's purview develop products according to the Foundation's philosophy and guidelines for collaborative development;
-* providing a repository for the storage of incubation history and information;
-* assisting a Podling's Mentor in discharging her/his duties;
-* regularly evaluating projects under its purview for the purposes of recommending to the Sponsor whether the project should:
-** graduate from incubation;
-** continue to receive guidance and support within the Incubator; or
-** be terminated.
-
-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.
-
-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.
-
-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.
-
-Individuals may be nominated to join the IPMC after a vote which
-passes.
-Additionally, any Member of the Apache Software Foundation may join
-the IPMC by request.
-
-See also: link:http://www.apache.org/foundation/how-it-works.html#management[How Apache Works]
-
-== Chair of the Incubator PMC
-The person appointed by the link:#board[Board] to have primary
-responsibility for oversight of the Incubator Project, its policies,
-and policy implementation.
-
-== Candidate
-A Candidate is a project proposed for incubation. A Candidate
-shall meet the following minimum criteria:
-
-* affiliated with a named link:#Champion[Champion]
-
-Optionally, a candidate may:
-
-* declare an affiliation with an existing Apache Project in which case the project will become the *Sponsor*;
-* specify requirements that may be anticipated during incubation; and/or
-* provide a summary of the project relationship/dependencies (existing or planned with existing Apache Projects/Products).
-
-Naturally, projects will need more than this in order to graduate from
-incubation status.
-
-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 several Mentors, who must
-Incubator PMC members.
-
-== Champion
-
-A candidate project shall be sponsored by an
-link:http://www.apache.org/foundation/index.html[Officer]
-or
-link:http://www.apache.org/foundation/members.html[Member]
-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.
-
-
-Before incubation begins, the Champion is expected to:
-
-* help with any process/ASF related hurdles before the Candidate enters incubation
-* help find the right people in the ASF to speak with
-* help to find Mentors
-* drive the process of entering the Incubator, leading to a vote to accept the proposed podling
-
-== Sponsor
-
-The Sponsor 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.
-
-A Sponsor will be one of:
-
-* 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.
-* 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.
-In most cases, the Incubator PMC is the correct Sponsor (Candidates should
-discuss this with their Champion).
-
-[NOTE]
-====
-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.
-
-However, while the Sponsor is expected to be actively involved, it is
-formally represented 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.
-====
-
-== Responsibilities of the Sponsor
-- to provide initial approval for a Candidate to be accepted as a Podling
-- to nominate Mentors for the incubation process
-
-== Mentor
-Mentors are chosen by the Sponsor to actively monitor the
-podling, guide the podling in
-link:http://apache.org/foundation/how-it-works.html[the Apache Way],
-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.
-
-=== Responsibilities toward Podling Community
-- 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;
-- to represent the interests of the Podling on the Incubator PMC;
-- to liaise between the ASF Secretary and the Podling on matters
-concerning CLA submission and acknowledgements;
-- to liaise between the ASF Infrastructure team and the Podling on
-matters concerning infrastructure support (mailing lists, version control
-establishment, account establishment, etc.);
-- to assist the Podling on matters concerning the resolution of license
-transfers, copyright assignments, and/or software grants where
-applicable; and
-- to provide where and as appropriate, guidance on matters concerning
-Apache policies and practices.
-
-=== Responsibilities toward the Incubator PMC
-
-- monitoring the Podling through the incubation process;
-- evaluating the compliance of the Podling with Incubator and ASF policies
-and procedures;
-- assessment of the Podling status with respect to continuation/exit
-strategy;
-- 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.
-
-=== Responsibilities toward the Sponsor
-- provide status to the Sponsor as to the progress of the podling
-
-== Committers
-
-All committers on podlings should be familiar with link:http://www.apache.org/dev/#committers[Developer Information for Committers].
-
-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. 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.
-
-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.
-
-However, you need to make sure of a number of things:
-
-- 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.
-- make sure your Champion is continuously in-the-loop and has the
-latest and greatest information about your project
-- actively seek and recruit committers to your project - preferably
-linking you with existing Apache communities
-- make sure your decision making process is visible and accountable
-
-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 link:#board[Board].
-
-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.
-
-