[this announcement is available online at https://s.apache.org/NKFz ]


FOUNDATION OPERATIONS SUMMARY
Third Quarter, Fiscal Year 2017 (November 2016 - January 2017)

"The Apache Software Foundation (ASF) is one of the most important and 
influential players in the modern open-source software development community."
--Sean M. Kerner, eWeek

> President's Statement: We now have an approved FY17 budget, and are working 
> on a five year projection. While things remain running smoothly, the rapid 
> growth of the Foundation has finally reached a point where expenditures are 
> out-pacing income. This doesn't pose any short term problems as we have 
> adequate financial reserves, but it does mean that we need a bit more 
> financial discipline and an increased focus on fundraising. Meanwhile, the 
> Infrastructure team continues to focus on retiring technical debt and is 
> exploring moving services off of ASF-owned hardware. These efforts should, 
> over time, decrease the rate of increase of expenditures in what remains our 
> largest budget line item.

In parallel, brainstorming has begun on fundraising activities. We are 
exploring ways to be more proactive, and ways to provide more value to Sponsors.

While we remain in a very healthy financial position, it never hurts to take 
the opportunity to ask for your support. As an individual you can donate to the 
Foundation http://www.apache.org/foundation/contributing.html, as a corporation 
you can become a Sponsor http://www.apache.org/foundation/sponsorship.html .

> Conferences and Events: ApacheCon Europe, and Apache: Big Data Europe were 
> held in Seville, Spain, 14-18 November 2016, and were attended by 550 Apache 
> enthusiasts. Many of our projects were represented in these days of technical 
> presentations, keynotes, and unconference BarCamp events. Presentations at 
> the event were recorded, and are posted to Feathercast.org. Presentation 
> slides from the talks may be found at 
> http://events.linuxfoundation.org/events/apache-big- 
> data-europe/program/slides . As at past events, the Travel Assistance 
> Committee (TAC) was able to bring attendees to ApacheCon who would otherwise 
> have been unable to attend. We want to extend a big thank you to the sponsors 
> of these events, and look forward to seeing you at future events. ApacheCon 
> and Apache Big Data will return to North America in 2017, at the Miami 
> Intercontinental, 15-19 May 2017.

ApacheCon has been divided into several topic-specific tracks, for better 
targeting of audiences. These events are:
 - Apache: Big Data 
http://events.linuxfoundation.org/events/apache-big-data-north-america
 - Apache: IoT (Internet of Things) http://us.apacheiot.org/
 - CloudStack Collaboration Conference http://us.cloudstackcollab.org/
 - FlexJS Summit http://us.apacheflexjs.org/
 - TomcatCon https://tomcat.apache.org/conference.html

All other topics and projects 
http://events.linuxfoundation.org/events/apachecon-north-america/program/about
Admission to any of these events also grants you access to all of the others.  
Further details about the event may be found at http://apachecon.com/ . 
Sponsorship opportunities are available for these events; see 
http://apachecon.com/sponsor/ to find out more. Applications for Travel 
Assistance must be received by March 8th; information is available at 
https://www.apache.org/travel/#apachecon-and-apache-big-data-north-america-miami-florida-15th-19th-may-2017
 . We still need to work on actively increasing attendance, and are currently 
working on a range of ideas to aimed at increasing participation and 
attendance. ApacheCon NA Miami will be used to trial some of these new 
initiatives.

Meanwhile, we continue, as a larger community, to plan and attend an enormous 
number of meetups and other small events. You can see the weekly list of 
meetups at http://apache.org/events/meetups.html or by searching for your 
favorite Apache project on meetup.com.

> Community Development: A key discussion topic this quarter was about 
> re-defining the goal of Apache Community Development. The project was 
> established with the very flexible description of 'helping people to become 
> involved with Apache projects'. In the past it has been difficult to manage 
> and co-ordinate activities without a central or integrated plan. In order to 
> improve this we are now working on defining strategies and plans that will 
> better focus effort in a more cohesive way.

During November and early December we ran our first ever Diversity Survey of 
Apache Committers. Participation was completely voluntary. In total we received 
765 responses (out of a 5,861 committer base at the time the survey was run) 
which was approx 13% response rate. The survey also received feedback in the 
form of comments. Our next steps will be to analyse the information and 
identify any Community Development related actions. Details of the the survey 
and its results can be found at https://s.apache.org/43aW

A lot of activity was spent this quarter preparing for FOSDEM, an annual event 
that is held in Brussels, Belgium, and draws 5,000-7,000 people. The ASF was 
allocated a booth for the second consecutive year which was staffed by a team 
of volunteers. We used the opportunity to showcase specific projects and talk 
generally about the ASF with attendees. A new banner featuring all the current 
Apache project logos was very useful in raising brand awareness as many 
attendees knew our project names but had not associated them with Apache. This 
means that there is more work to be done in reinforcing the ASF brand 
externally.

Another discussion this quarter was around ASF involvement in Google Summer of 
Code (GSoC) and how we might be able to gather data and statistics that show 
more clearly how GSoC benefits our projects and communities. We will continue 
to help co-ordinate efforts to look at ways that this type of data could be 
collected.

Our Community Development Blog was relaunched in November and we have published 
2 further monthly updates https://blogs.apache.org/comdev/ . The aim is to 
provide simple regular updates to keep people informed about the key things 
that are happening or planned. Our mailing list traffic has significantly 
increased this quarter and is a good reflection of the active involvement and 
discussions that are happening.

> Committers and Contributions: Over the past quarter, 1,616 contributors 
> committed 49,112 changes that amount to 13,837,582 lines of code across 
> Apache projects. The top 5 contributors during this timeframe are: Shad 
> Storhaug (1,217 commits), Dan Kirkwood (732 commits), Claus Ibsen (691 
> commits), Sebastian Bazley (665 commits), and Mark Thomas (561 commits).


[please refer to commit chart at https://s.apache.org/NKFz ]
The ASF Secretary processes new Apache Committers' paperwork so that they can 
continue contributing to our projects. All individuals who are granted write 
access to the Apache repositories must submit an Individual Contributor License 
Agreement (ICLA). Corporations that have assigned employees to work on Apache 
projects as part of an employment agreement may sign a Corporate CLA (CCLA) for 
contributing intellectual property via the corporation. Individuals or 
corporations donating a body of existing software or documentation to one of 
the Apache projects need to execute a formal Software Grant Agreement (SGA) 
with the ASF. 

During this timeframe, the Secretary processed 226 ICLAs, 10 CCLAs, and 13 
Software Grants. The activity of Apache committers, and the community of 
contributors they serve, can be seen at http://status.apache.org/#commits

> Brand Management: Over the past few years, the Brand Management committee has 
> been working on a comprehensive set of trademark policies and procedures to 
> help our volunteer-run communities best protect their shared brand of Apache 
> project independence. During the holiday lull at the end of the year, we've 
> worked on drafting policies for use of Apache brands in services and hosting, 
> as well as detailed policies for producing merchandise (apparel, stickers, 
> and non-computer goods) using any Apache project's names or logos. This is 
> timely, as a number of apparel vendors have approached us recently for 
> licensing agreements. These products can both provide a way for people to 
> show support for Apache projects, as well as donations of profits from the 
> vendors.

All of the ASF's education and policies around trademark law for Open Source as 
well as brand management is published online, and we urge project participants 
and software vendors alike to review and ask us questions about them: 
http://www.apache.org/foundation/marks/resources

On the registration front, we are facing more potential conflicts with the few 
projects that request registrations than in the past. The limitations of having 
a volunteer-run organization with nearly 200 active projects means that 
managing which registrations to fight for is still a complex problem to work 
through.

As more Apache brands and projects power more business every year, we look to 
the many companies that profit from Apache software products to help respect 
Apache brands. We very much appreciate the companies that pass on their 
trademark registrations with incoming donations of podlings joining the 
Incubator. Having existing registrations makes the trademark management process 
simpler for the ASF.

While many companies continue to properly give credit to our volunteer 
communities, sadly some companies continue to --or have started to-- take 
advantage of our non-profit work by unfairly co-opting Apache project brands or 
by interfering with Apache project governance. Reviewing and correcting these 
mis-uses is an ongoing effort for the ASF Board, the Brand Management 
Committee, and all Apache projects.

The Apache Brand Management team welcomes your questions on our private email 
list: tradema...@apache.org

> Legal Affairs: Through business-friendly licensing and rigorous IP handling, 
> the ASF strives to ensure that our projects' releases are as clean and 
> user-friendly as possible from a legal standpoint. Downstream consumers 
> should be able to integrate works published by ASF projects with high 
> confidence and minimal effort.

The JSON license augments the widely-used MIT license with a single phrase: 
"The Software shall be used for Good, not Evil."  That's probably a joke.  But 
what if someone takes it seriously and presses a case?  Even if it can be 
argued that the risk is remote, the cost of assessing that risk imposes a 
burden on users. 

Legal Affairs is where our communities come to resolve difficult and subtle 
issues like this.  Longtime contributor Ted Dunning brought a compelling case 
against the JSON license to Legal Affairs, and our projects are now banned from 
incorporating dependencies which use it.

The winners are our users, who won't have to spend time and treasure figuring 
out what the JSON license means for them.

> Infrastructure: The Infrastructure team and its volunteers have continued 
> their work to build and maintain the systems used by the hundreds of 
> projects, and thousands of active volunteers working under the ASF umbrella. 
> We've seen 10 new contributors this quarter to our Puppet codebase, 
> accounting for roughly 40% of our contributor base. 88 people were new to 
> creating or solving issues, and two of these people also turned into 
> infrastructure code contributors.

Our new teammates, Freddy Barboza and Chris Thistlethwaite, have spent the 
quarter working hard to learn the multitude of systems and the deep corners of 
the infrastructure that run the ASF. They are bringing some much-needed hands 
to support the work of our projects. They have had some hard work over the past 
quarter, but they have become an integral part of the Infrastructure team.

We saw 580 issues opened during the quarter and 555 closed, leaving us with a 
net increase of a couple dozen issues. On the whole, the SLA for tickets have 
been improving steadily as a result of onboarding new staff, and continues to 
improve. 76 people helped close issues pertaining to infrastructure tasks. Last 
quarter, we had a similar net increase of a couple dozen issues, but we expect 
this change rate to diminish as our team and volunteers get better acquainted 
with approaching and maintaining our array of services.

Our uptime during the quarter had a slight uptick, compared to the previous 
quarter. We hit an uptime of 99.77% across all of our services. We demand 
99.50% for our most critical systems, and less for the others, so we're quite 
happy to (again) hit the targets needed to support the ASF ecosystem. We had a 
significant hardware failure on the machine that ran our Moin wiki service, but 
the team was able to quickly provision, Puppet-ize, and move the service to a 
new machine.

We had a similar problem with the hardware running Jira, but had thankfully 
used Puppet to provision that service, so our move was greatly simplified. We 
have continued with the work, as reported last quarter, to move off of 
ASF-owned hardware to cloud-provisioned servers. This reduces our hardware 
maintenance costs, improves our flexibility, and detaches us from critical 
hardware failure.

The Infrastructure team will be continuing our work on shifting to Puppet for 
our various systems, and moving those services from our hardware into 
cloud-based servers. We should complete this work in 2017 and will examine our 
next moves for service provision.

> Financial Statement:


[please refer to the financial statement at https://s.apache.org/NKFz ]

> Fundraising: It is most appropriate to start the ASF Fundraising report with 
> our most sincere thanks to our Sponsors for their generosity and continued 
> support. Fundraising operates normally, at the same level as in previous 
> quarters, with the VP of Fundraising continuing outreach activities. 
> Conversations with current and potential Sponsors indicate that the ASF and 
> its commitment to providing Open Source technologies to the public at large 
> is strongly supported by Sponsors and the industry at-large.

With the Foundation and the number of projects governed growing, there is a 
higher need for scaling the services provided by the ASF to its projects. This 
quarter we started to look at new ideas for improving the Sponsorship program. 
This effort will continue and we expect implementing changes starting next 
quarter. Currently most of the Sponsorship funds come from sponsors' marketing 
budgets. Since ASF Open Source technologies benefit products and operations, we 
are looking into ways to appeal more to R&D, development and IT budgets and 
increase the number of our sponsors.

Currently we are enjoying the support of the following Sponsors: 7 Platinum 
Sponsors: Cloudera, Facebook, Google, LeaseWeb, Microsoft, Pivotal, and Yahoo; 
9 Gold Sponsors: ARM, Bloomberg, Comcast, Hewlett Packard, Hortonworks, Huawei, 
IBM, ODPi, and PhoenixNAP; 14 Silver Sponsors: Alibaba Cloud Computing, Budget 
Direct, Capital One, CashStore, Cerner, Confluent, InMotion Hosting, iSIGMA, 
Private Internet Access, Produban, Red Hat Software, Serenata Flowers, Target, 
and WANdisco; 21 Bronze Sponsors: Airport Rentals, Basis Technology, Binary 
Option Robot Info, Bluehost, 01Casinos, Casino2k, ChameleonJohn Coupons, 
Cloudsoft Corporation, Compoare Forex Brokers, HostingAdvice.com, 
PromoCodeWatch, Samsung, 7 Binay Options, Stags and Hens, Talend, The Linux 
Foundation, Tobi, Travel Ticker Hotels, Twitter, Web Hosting Secret Revealed, 
and WebsiteSetup; and 11 Infrastructure Sponsors: OSU Open Source Labs, No-IP, 
Symantec, Rackspace, Quenda, PagerDuty, Bintray, SURFnet, Sonatype, Freie 
Universitat Berlin, and HotWax Systems.

We again want to express our deepest gratitude to our generous sponsors along 
with our promise to continue to strive for excellence.

# # #

Report prepared by Sally Khudairi, Vice President Marketing & Publicity, with 
contributions by Sam Ruby, ASF President; Rich Bowen, Vice President 
Conferences; Sharan Foga, ASF Member; Marvin Humphrey, Vice President Legal 
Affairs; Shane Curcuru, Vice President Brand Management; Greg Stein, ASF 
Infrastructure Administrator; Tom Pappas, ASF Member and Vice President, 
Finance & Accounting at Virtual, Inc.; and Hadrian Zbarcea, Vice President 
Fundraising.

For more information, subscribe to the announce@apache.org mailing list and 
visit http://www.apache.org/, the ASF Blog at http://blogs.apache.org/, the 
@TheASF on Twitter, and 
https://www.linkedin.com/company/the-apache-software-foundation.

(c) The Apache Software Foundation 2017.

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