Substantial update of Member Project Application page.
This page had much out of date material, particularly the timeline and the types of projects we seek, but also the FAQ section did not include standard information that we're now regularly giving projects during intake. This update attempts to address many of those issues.
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<h1> Applying to Join Conservancy as a Member Project</h1>
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<h1> Applying to Join Conservancy as a Member Project</h1>
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<p>Conservancy's Evaluation Committee considers applications monthly on a
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<p>Part of Conservancy's activity is through its member projects. These
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rolling basis. Currently, Conservancy has dozens of projects in
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projects become formally part of Conservancy and have a close relationship
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various stages of the application process.</p>
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with our activity. Most of our projects are purely software projects, but
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we also occasionally accept initiatives designed to advance software
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freedom, such as Outreachy.</p>
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<p>The application process is somewhat informal. New applicants should
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<p>The situation for non-profit homes for FOSS activities has improved
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write an initial inquiry email
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greatly since Conservancy was founded in 2006. In the USA, options now
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exist for 501(c)(3), 501(c)(6) and even for-profit fiscal sponsorship, and
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there are other options around the globe as well. Prospective member
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projects should carefully consider what type of structure is right for
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them.</p>
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<p>For our part, Conservancy seeks projects that dedicate themselves to the
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advancement of software freedom and focus their projects on the rights of
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users to copy, share, modify and improve their software. Being a FOSS
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project under an OSI-approved and DFSG-free license is mandatory, but not
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the only criteria. Given the many options available for fiscal
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sponsorship, we are selective and often refer projects to other fiscal
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sponsors that are a better fit. Nevertheless, we encourage projects to
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that need a non-profit home to apply to many fiscal sponsors.
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<p>Conservancy's Evaluation Committee considers applications on a rolling
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basis. Conservancy generally has dozens of projects in various stages of
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the application process. We do not move rapidly to accept new projects, as
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we have found that consideration of joining or forming a non-profit
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organization for your project is best done with careful consideration over
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a period of many months rather than rapidly.</p>
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<p>Conservancy's application process is somewhat informal. New applicants
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should write an initial inquiry email
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to <a href="mailto:apply@sfconservancy.org"><apply@sfconservancy.org></a>
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to <a href="mailto:apply@sfconservancy.org"><apply@sfconservancy.org></a>
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with a very brief description of their project and a URL to their
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with a very brief description of their project and a URL to their project's
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project's website. We'll send back initial questions (if any), and
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website. We'll send back initial questions, and after those questions are
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after those questions are answered, we'll send the full application
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answered, we'll send the full application materials. Applications should
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materials. Applications should be submitted in plain ASCII text via
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be submitted in plain ASCII text via email. Your application will be
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email.</p>
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assigned a ticket number in our ticketing system, and please be sure to
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include the proper ticket number details in the Subject line of your
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emails to ensure they are routed to the right place.</p>
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<p>Projects are reviewed by Conservancy's Evaluation Committee, which is
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<p>Projects are reviewed by Conservancy's Evaluation Committee, which is
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chartered by Conservancy's <a href="/about/board/">Board of
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chartered by Conservancy's <a href="/about/board/">Board of
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@ -41,7 +68,9 @@
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sometimes can take quite a while to finish the application process and
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sometimes can take quite a while to finish the application process and
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be offered membership, but please note that such delays mean that should
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be offered membership, but please note that such delays mean that should
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your project ultimately become a member project, your project will then
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your project ultimately become a member project, your project will then
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be a beneficiary of this policy.</p>
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be a beneficiary of this policy. Also, generally speaking, we encourage
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care and consideration when joining a non-profit and we do not believe
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a rapid membership process is in the interest of projects.</p>
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<h2>What are the key criteria our project must meet to join?</h2>
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<h2>What are the key criteria our project must meet to join?</h2>
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@ -49,25 +78,23 @@
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outline of those criteria are as follows:</p>
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outline of those criteria are as follows:</p>
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<ul><li>The project must be exclusively devoted to the development and
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<ul><li>The project must be exclusively devoted to the development and
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documentation of FLOSS. The project's goals must be consistent with
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documentation of FOSS. The project's goals must be consistent with
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Conservancy's tax-exempt purposes, and other requirements imposed
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Conservancy's tax-exempt purposes, and other requirements imposed on
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on Conservancy by the IRS' 501(c)(3) rules. Namely, the goal of the
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Conservancy by the IRS' 501(c)(3) rules. Namely, the goal of the project
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project must to develop and document the software in a not-for-profit
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must to develop and document the software in a not-for-profit way to
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way to advance the public good, and must develop the software in
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advance the public good, and must develop the software in public, and
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public.</li>
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strategically advance software freedom for all users.</li>
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<li>The project must be licensed in a way fitting with software
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<li>The project must be licensed in a way fitting with software freedom
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freedom principles. Specifically, all software of the project
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principles. Specifically, all software of the project should be
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should be licensed under a license that is listed both as
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licensed under a license that is listed both as as
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a <a href="http://www.gnu.org/licenses/license-list.html">Free
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Software license by the Free Software Foundation</a> and as
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an <a href="http://www.opensource.org/licenses/alphabetical">Open
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an <a href="http://www.opensource.org/licenses/alphabetical">Open
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Source license by the Open Source Initiative</a>. All software
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Source license by the Open Source Initiative</a> and
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documentation for the project should be licensed under a license on
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as <a href="https://www.debian.org/legal/licenses/">DFSG-Free
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the preceding lists, or under Creative
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license</a>. All software documentation for the project should be
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licensed under a license on the preceding lists, or under Creative
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Commons' <a href="https://creativecommons.org/licenses/by-sa/3.0/">CC-By-SA</a>
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Commons' <a href="https://creativecommons.org/licenses/by-sa/3.0/">CC-By-SA</a>
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or <a href="https://creativecommons.org/licenses/by/3.0/">CC-By</a>
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or <a href="https://creativecommons.org/licenses/by/3.0/">CC-By</a> or
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or
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<a href="https://creativecommons.org/choose/zero/">CC-0</a>.</li>
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<a href="https://creativecommons.org/choose/zero/">CC-0</a>.</li>
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<li>The project should have an existing, vibrant, diverse community
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<li>The project should have an existing, vibrant, diverse community
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@ -101,7 +128,15 @@
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<p>We maintain a <a href="/members/services">detailed list of services
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<p>We maintain a <a href="/members/services">detailed list of services
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that Conservancy provides to member projects</a>. If you have
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that Conservancy provides to member projects</a>. If you have
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detailed questions about any of the benefits, please
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detailed questions about any of the benefits, please
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ask <a href="mailto:apply@sfconservancy.org"><apply@sfconservancy.org></a>.</p>
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ask <a href="mailto:apply@sfconservancy.org"><apply@sfconservancy.org></a>
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in your application ticket. We find however that projects will find
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Conservancy a better fit if you don't view Conservancy as a service
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provider; we are not a service provider in the sense of your hosting
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provider or other vendor. Conservancy projects become a part of
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Conservancy, and as such membership with Conservancy is an equal
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partnership between you and your project and should be treated as such.
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If that's not the kind of relationship you want from your fiscal
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sponsor, then other options are likely a better fit for your project.</p>
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<h2>Conservancy seems to be called a “fiscal sponsor” to its
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<h2>Conservancy seems to be called a “fiscal sponsor” to its
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member projects. Does that mean you give our project money if we join?</h2>
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member projects. Does that mean you give our project money if we join?</h2>
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@ -153,11 +188,16 @@ not involve itself with technical or artistic decision making. Projects
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are asked, however, to keep Conservancy up to date on their
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are asked, however, to keep Conservancy up to date on their
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activities.</p>
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activities.</p>
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<p>Additionally, when Conservancy discovers or becomes aware of any legal,
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licensing or PR issues regarding your project, Conservancy will contact the
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project and ask you to work collectively with Conservancy.</p>
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<h2>Once our project joins, who holds its assets (money, copyrights, trademarks, etc.)?</h2>
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<h2>Once our project joins, who holds its assets (money, copyrights, trademarks, etc.)?</h2>
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<p>Conservancy holds assets on behalf of its member projects and
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<p>Conservancy holds assets on behalf of its member projects and
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manages and disburses those assets in accordance with the wishes of the
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manages and disburses those assets in accordance with the wishes of the
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project's leadership. Funds received by Conservancy on behalf of a
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project's leadership, as long as those wishes are consistent with non-profit
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rules, requirements, and Conservancy's mission. Funds received by Conservancy on behalf of a
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project are kept track of separately for each specific project and the
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project are kept track of separately for each specific project and the
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management of those funds is directed by the project. For example, if a
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management of those funds is directed by the project. For example, if a
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donor wanted to contribute $100 to Project Foo, they would formally make
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donor wanted to contribute $100 to Project Foo, they would formally make
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@ -169,7 +209,7 @@ legitimate non-profit expense fitting with Conservancy's non-profit
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mission, Conservancy pays the expense on the Project's behalf.</p>
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mission, Conservancy pays the expense on the Project's behalf.</p>
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<p>Similarly, any copyrights, trademarks, domain name or other assets
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<p>Similarly, any copyrights, trademarks, domain name or other assets
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transferred to a project can also be held by Conservancy on behalf of
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transferred to a project are typically held by Conservancy on behalf of
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the project. A significant service that Conservancy provides its
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the project. A significant service that Conservancy provides its
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members is a vehicle through which copyright ownership in the project can
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members is a vehicle through which copyright ownership in the project can
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be unified. There are several advantages to having a consolidated
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be unified. There are several advantages to having a consolidated
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@ -187,7 +227,7 @@ must transfer their assets from Conservancy in a way that is
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consistent with Conservancy's not-for-profit tax status —
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consistent with Conservancy's not-for-profit tax status —
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meaning the assets cannot be transferred to an individual or a for-profit
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meaning the assets cannot be transferred to an individual or a for-profit
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entity. Generally, a project would either find another fiscal sponsor or
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entity. Generally, a project would either find another fiscal sponsor or
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form their own independent tax-exempt non-profit.</p>
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form their own independent tax-exempt 501(c)(3) non-profit.</p>
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<p>We fully expect that some Conservancy projects will ultimately wish to
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<p>We fully expect that some Conservancy projects will ultimately wish to
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form their own non-profit 501(c)(3) organizations; that's why we design
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form their own non-profit 501(c)(3) organizations; that's why we design
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@ -225,13 +265,22 @@ form their own independent tax-exempt non-profit.</p>
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all to the general fund, but we unfortunately discovered that without
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all to the general fund, but we unfortunately discovered that without
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this requirement, Conservancy was not able to offer the myriad of
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this requirement, Conservancy was not able to offer the myriad of
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services to all its projects, particularly to larger projects that
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services to all its projects, particularly to larger projects that
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have more income and therefore need more attention from staff.</p>
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have more income and therefore need more attention from staff. Even now,
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the 10% we receive from our project does not fully fund our fiscal
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sponsorship activities; we raise additional funds
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through <a href="/supporter">support program</a> to subsidize our fiscal
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sponsorship work.</p>
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<p>We do understand that, particularly for small projects that only
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<p>We do understand that, particularly for small projects that only receive a
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receive a few small donations, that donating a percentage of your income
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few small donations, that donating a percentage of your income back to
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back to Conservancy can be a high burden. Therefore, Conservancy
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Conservancy can be a high burden. We encourage such small projects to
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remains open to discussion on a case-by-case basis for smaller projects
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consider <a href="https://www.spi-inc.org/">Software in the Public
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about how to handle this requirement, and applicants should feel free to
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Interest</a>, which offers fewer services than Conservancy, but only
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raise any concerns about this issue during the application process.</p>
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requires 5% of gross revenue. To our knowledge, SPI is the only fiscal
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sponsor operating in FOSS that requires less than 10%; most FOSS fiscal
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sponsors require at least 10%, or they operate on a fee-for-service model
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whereby projects pay the actual costs of any service they receive (and such
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charges are usually much higher than 10%). We urge you to very explicitly
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ask about these issues with any fiscal sponsor you consider.</p>
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{% endblock %}
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{% endblock %}
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