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Becoming a Linux Foundation Collaborative Project Working Together to Help Projects Grow

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(1)

Becoming a

Linux Foundation

Collaborative Project

Working Together to Help

Projects Grow

(2)

Companies such as Google, IBM,

Intel, the New York Stock Exchange,

Qualcomm, HP, Samsung and

others have relied upon The Linux

Foundation to host their collaborative

software projects and provide the

organizational, promotional and

technical infrastructure needed to

make their hosted projects successful.

LEVERAGE THE ORGANIZATION THAT SUPPORTS THE MOST

SUCCESSFUL COLLABORATIVE PROJECT IN THE WORLD

Picking the right home for your project is one of the most important decisions that you can make, and partnering with The Linux Foundation can ensure your project will have success.

Hosting your project with The Linux Foundation provides the financial, operational, promotional, technical and managerial support and services needed so that your staff can focus on your

project’s technical development. With ten years of experience managing open source projects and support services, The Linux Foundation can provide the back-office, technical infrastructure and legal framework to get your collaborative project off the ground quickly and efficiently.

Most importantly, The Linux Foundation can share its expertise, networks and promotional reach with your new hosted collaborative project, but within a clear framework that ensures your independence.

Forging your own foundation can be costly and can take too long to gain the competitive advantage needed in today’s software markets. By hosting your project with The Linux

Foundation, you can get your project off the ground in a short amount of time with a repeatable and understandable business model. You also gain affinity with The Linux Foundation and get assistance from Linux Foundation executives and staff on project formation, governance, positioning and launch services.

(3)

CURRENT COLLABORATIVE PROJECTS

By collaborating together and tapping into the open source community, companies reduce costs and produce superior software more quickly. The Linux Foundation provides the infrastructure so these projects can thrive. These are just some of our Collaborative Projects.

“The Linux Foundation looks well on

its way to establishing itself as the

honest broker for managing

large-scale collaborative software projects.”

- ComputerWorld

A nonprofit consortium enabling and driving the widespread adoption of products, systems and services that support the Internet of Everything.

Code Aurora Forum is a consortium of companies with projects serving the mobile wireless industry. An organization comprised of

industry leaders in virtualization, data center, and cloud

solutions,ncreasing awareness and adoption of KVM.

OpenBEL—the open source version of the Biological Expression Language.

An open platform for network programmability to enable SDN and create a solid foundation for NFV for networks at any size and scale.

An open operating system built to address the needs of the mobile and connected device ecosystem.

A community that develops the Xen Project Hypervisor and its associated subprojects.

A project providing tools to help you create custom Linux-based systems for embedded products.

(4)

ADVANTAGES OF BECOMING A LINUX

FOUNDATION COLLABORATIVE PROJECT

The Linux Foundation is in the unique position to provide a neutral framework for collaborative projects. Why? Our experience helping Linux achieve its position as the most successful collaborative software project in history means collaborative software development is in our DNA. Advantages of hosting your project with us include:

ƒ Get your project up and running quickly under

our 501c.6 non-profit umbrella, or leverage our experience in securing your own non-profit status

ƒ Retain governance, revenue and messaging independence

ƒ Reduce, contain and be able to accurately forecast administrative costs

ƒ Utilize our neutral organization for holding trademarks and running compliance programs

ƒ Benefit from affinity with The Linux Foundation brand

ƒ Offer employees world-class health and retirement benefits immediately

ƒ Offer sponsors a high degree of financial

transparency and reporting from an organization with an impeccable financial track record

The Linux Foundation has decades of cumulative staff experience in corporate open source to help align goals with your collaborative project.

We are passionate about sharing

our best practices with projects

and industries who are newly taking

advantage of open development to

solve innovation challenges.

“WHAT TYPE OF

SERVICES DO YOU

OFFER?”

ƒ

Launch Services

ƒ

General Ledger

ƒ

Headquarters Services

ƒ

Human Resoures

ƒ

Web and Technology

Management

ƒ

Trademark Management

ƒ

Collaborative Support

ƒ

Steering Group

Management

ƒ

Press and Marketing

ƒ

Event and Conference

(5)

LAUNCH SERVICES

Whether your codebase is 10 years old or brand new, The Linux Foundation has already helped organizations like yours successfully transition to open source with open governance.

ƒ Develop a business plan for the critical first year of the organization

ƒ Work with your organization’s leadership to help clarify your mission, value proposition and key messages

ƒ Build governance, organizational, membership and dues structures

ƒ Work with top legal counsel to develop state-of-the-art governance documents, including bylaws, license policies, an intellectual property rights policy, rules and procedures and a membership agreement

ƒ Set up key financial systems and controls

ƒ Partner to recruit pre-launch members

ƒ Establish community communication channels

ƒ Coordinate US and worldwide trademark registration

ƒ Drive public relations and marketing activities to get your new organization airborne

ƒ Establish a source code strategy for open sourcing

proprietary code, including which components will be open and when

ƒ Identify a suitable open source license for source code

ƒ Provide a customized launch readiness audit process

ƒ Align best-in-class technical infrastructure with project goals

ƒ Perform regular check-in meetings with key stakeholders

“CAN YOU HELP WITH

CODE CONTRIBUTION?”

The Linux Foundation is able

to provide guidance based

upon direct experience with

code provenance questions

and contribution guidelines.

With over 150 corporate members,

The Linux Foundation is able to

advocate our collaborative projects to

companies and communities around

the world.

(6)

GENERAL LEDGER

With over $30M in annually managed capital, The Linux Foundation brings financial management of open source projects to an entirely new level. Services we provide include:

ƒ Manage banking relationships and reconciliation

ƒ Manage Accounts Receivable including bird-dogging late pay and no pay members

ƒ Manage Accounts Payable according to vendor contracts

ƒ Budget management, tracking, and forecasting

ƒ Contract management

ƒ Vendor relationship management

ƒ Manage currency conversion and multi-currency transactions if appropriate

ƒ Provide reports on income, vendor payments, and account balance

ƒ Oversee third-party firms’ work on tax preparation, audits and VAT recovery

“WHAT ABOUT RECORD

KEEPING AND AUDITS?”

The Linux Foundation

operates a highly transparent

financial reporting organization

with over 10 years of audited

financials.

The Linux Foundation employs staff

with expertise in all areas of financial

management and provides timely

and accurate financial reporting for

our collaborative projects and their

boards.

(7)

HEADQUARTERS SERVICES

The Linux Foundation is located in the heart of the US technology industry, with close proximity to Silicon Valley.

ƒ Maintain an office and physical address at The Linux Foundation, located in San Francisco

ƒ Provide a mailing address; receiving and distributing printed mail

ƒ Manage domain registration and renewals

ƒ Route email to appropriate staff and project members

ƒ Route calls to volunteers or staff throughout the world

ƒ Maintain electronic and hardcopy files and inventory of key documents

ƒ Provide Visitor Visa invitation letters to foreign nationals for events

“DO WE HAVE ACCESS

TO CONFERENCE CALL

LINES?”

The Linux Foundation

provides our collaborative

project partners access to

conference call lines that can

be used for meetings between

staff and team members

throughout the world.

The Linux Foundation administrative

staff provides logistical support for all

of our collaborative projects, including

day-to-day management.

(8)

HUMAN RESOURCES

With full time employees in 5 countries on 4 continents, The Linux Foundation understands the challenges of global recruitment, compliance and compensation.

ƒ Provide recruiting services, including job descriptions, screening and interviewing candidates and onboarding new hosted employees

ƒ Manage new employee training to ensure maximum alignment between member companies and collaborative project program

ƒ Provide complete HR services for hosted employees, including payroll, performance management and employee development and training

ƒ Manage payroll processing, including input, audit, and transmission

ƒ Manage payroll reporting, including GL interface, report generation, benefit accrual, vacation and sick time accrual tracking

ƒ Prepare tax deposits and filings for employees

ƒ Provide a complete benefits package including health insurance, vision and dental plans, flexible spending benefits plan, 401K plan, short and long-term disability insurance, and life insurance

ƒ Administer employee changes, including salary

adjustments, promotions, title changes, FLSA clarification, leaves of absence, etc.

ƒ Ensure compliance with U.S. and multinational employment laws

“DO YOU HAVE

EXPERIENCE WITH

TELECOMMUTING?”

Like the Linux and open

source communities, The

Linux Foundation has team

members located around

the world and can provide

collaborative project staff and

volunteers with the support

they need.

The Linux Foundation knows that

talent is the most important ingredient

for success, and we provide

world-class HR benefits for our collaborative

project team members so that they

can focus on development.

(9)

WEB & TECHNOLOGY MANAGEMENT

Tap into the shared expertise of the organization that manages kernel.org, the home of the largest and most successful

collaborative software development project in history. The Linux Foundation provides infrastructure services for kernel.org and over 50 other projects.

ƒ Provide standard web hosting services on managed infrastructure, with additional management and customization options available

ƒ Perform contract execution with solutions providers

ƒ Provide web traffic data reports

ƒ Manage online event registration systems

“WHAT ABOUT

COLLABORATIVE

INFRASTRUCTURE?”

The Linux Foundation has

a team of technical experts

who maintain kernel.org and

many other projects’ technical

underpinnings. We offer

cutting edge technology to

give our projects a complete

architecture of participation.

Projects and foundations that are

hosted with The Linux Foundation are

part of the greater network of Linux

Foundation activities and have access

to our infrastructure expertise.

(10)

TRADEMARK MANAGEMENT

The Linux Foundation actively manages over 20 trademarks, with registrations in the U.S. and 163 other jurisdictions around the world.

ƒ Coordinate the application for trademark registrations in selected jurisdictions or worldwide

ƒ Coordinate trademark office action responses

ƒ Recommend trademark policy and guidelines

ƒ Recommend managed exceptions to trademark policy

ƒ Administer trademark usage requests and approvals

ƒ Coordinate trademark challenges in jurisdictions worldwide

“IS LEGAL SUPPORT

PROVIDED?”

While The Linux Foundation

is not a law firm and does

not offer legal advice, we

have leading minds in open

source legal and compliance

matters on staff, and can help

shape or guide Collaborative

Projects in these areas.

The Linux Foundation has ten

years of experience handling risk

management and compliance issues

for technology non-profits.

(11)

COLLABORATIVE SUPPORT

Innovation loves company. The Linux Foundation brings

executive decision makers together with the best and brightest open source talent in the world, including kernel maintainers, project leads, architects, and highly skilled engineers.

ƒ Provide private meeting and conference session space at The Linux Foundation Collaboration Summit

ƒ Increase influence and offer discounted sponsorship

opportunities for LinuxCon (North America, Europe, Japan), CloudOpen (North America, Europe, Japan), ApacheCon, CloudStack,

“ARE WE ABLE TO

HOST A TRACK AT

THE COLLABORATION

SUMMIT?”

The Linux Foundation is in the

unique position to provide a

neutral environment at all of

our conferences.

The Linux Foundation is in the

unique position to provide a neutral

framework for our collaborative

projects, providing an unmatched

environment for problem solving,

future planning and collaboration.

(12)

STEERING GROUP MANAGEMENT

The Linux Foundation has years of experience customizing project governance models to fit the needs of the project. Direct relationships with senior decision makers and open source influencers at over 190 member companies can help your project recruit new members and diversify your board.

ƒ Manage member interactions in compliance with industry best practices

ƒ Answer membership inquiries

ƒ Provide information to members and prospects

ƒ Process membership applications and renewals

ƒ Provide member onboarding kits

ƒ Manage membership renewal processing

ƒ Provide monthly membership status

Additional program and member management services can be made available to your project.

“WHERE DO COMMITTEE

MEMBERS MEET?”

Collaborative Project partners

get access to meeting rooms

at our member events and

conferences for in-person

meetings with members.

The Linux Foundation understands

open source, and we are ready to

help our collaborative project partners

understand the value of the open

(13)

PRESS AND MARKETING

Member companies and collaborative projects have grown to depend upon The Linux Foundation to provide comprehensive press and marketing support. With in-house PR professionals, The Linux Foundation is able to offer these optional services:

ƒ Drive news cycles within both business and trade publications

ƒ Press releases

ƒ Direct outreach

ƒ Social media

“HOW MANY SOCIAL

MEDIA FOLLOWERS DO

YOU HAVE?”

The Linux Foundation has

over half a million followers

across social media channels,

and we use them to help

promote our collaborative

projects through innovative

outreach programs and

marketing initiatives like blog

posts, contests, infographics

and videos.

The Linux Foundation reaches tens of

thousands of people every year with

events, millions every month with its

web properties, including Linux.com,

and thousands every month with its

research and commentary on open

source issues.

(14)

EVENT AND CONFERENCE MANAGEMENT

25 annual branded events worldwide. 45 managed workshops, hackfests, developer days, and co-located events. Over 10,000 attendees last year. The ability to plan and deliver technical, legal, business, and executive level events.

From invitation-only events to global shows with thousands of attendees, The Linux Foundation is uniquely equipped to service your events and conference needs with the quality and efficiency that industry leaders have grown to expect and depend upon.

ƒ Event logistics and execution support for a consistent brand experience, from board or member meetings to international conferences for thousands of attendees

ƒ Optional events support available

“ARE YOU ABLE TO HELP

US MANAGE OUR CALL

FOR PROPOSALS?”

The Linux foundation has

extensive experience with

managing speaking proposals.

Our proposal submission

system makes session

reviews and management

easy for our collaborative

project partners.

Linux Foundation events help foster

innovation, encourage

forward-thinking and will help increase

visibility for collaborative projects and

initiatives.

(15)

To learn more about The Linux Foundation Collaborative

Projects Program please contact:

Mike Woster

The Linux Foundation

+1 847 636 1784

References

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