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| /** |
| * Copyright (c) 2022 Eclipse Foundation. |
| * |
| * This program and the accompanying materials are made |
| * available under the terms of the Eclipse Public License 2.0 |
| * which is available at https://www.eclipse.org/legal/epl-2.0/ |
| * |
| * Contributors: |
| * Zhou Fang (Eclipse Foundation) |
| * |
| * SPDX-License-Identifier: EPL-2.0 |
| */ |
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| <p><strong>Version 1.0</strong> January 21, 2022</p> |
| <h2>Objective:</h2> |
| <p> |
| At the Eclipse Foundation, most open source projects progress using developers who are employed |
| by members, self-employed, or volunteers. In some instances Working Groups may, in exceptional |
| circumstances, choose to allocate a portion of their budget to fund development efforts in support |
| of the projects within their purview. Working Groups with applicable budgets are able to take |
| advantage of an initiative to spend funds to contract development efforts to advance the working |
| group and/or its associated projects. |
| </p> |
| <p> |
| Such funding is over and above the more typical way projects and initiatives get advanced. Examples |
| of such development efforts include project process enhancements or updates, addressing |
| outstanding issues or other inhibitors preventing use or adoption of the project(s) in their current |
| form, or addressing issues related to the working group hosting a version of its own project(s) (e.g., |
| the Open VSX initiative within Eclipse Cloud Development Tools working group), etc. |
| </p> |
| <p> |
| In order to carry out such development efforts, the Eclipse Foundation will manage the development |
| effort on behalf of the working group. The Foundation will, in turn, seek to engage with capable |
| service providers to see that these development efforts get carried out. |
| </p> |
| <h3>About this Document:</h3> |
| <p> |
| This document is intended to provide guidance to working groups on how the Eclipse Foundation will |
| carry out this management and to identify the various roles and responsibilities associated with |
| these types of efforts. This document is neither exhaustive nor binding but rather describes the |
| general process; specific roles, responsibilities and tasks which will be decided upon in each |
| individual case. |
| </p> |
| |
| <h2>Summary:</h2> |
| <p> |
| The Eclipse Foundation (EF) will engage with the Working Group's Steering Committee, or their |
| delegate if so designated (for example, the Planning Council in the Eclipse IDE Working Group) as |
| the key stakeholders in the community to determine the highest priority development effort requests |
| to be addressed, convert these priorities into actionable development tasks, and then engage with |
| qualified resources to carry out these tasks. |
| </p> |
| <p> |
| The guiding principles of the process are: |
| </p> |
| <ul> |
| <li> |
| To adhere to the principles of transparency and openness, |
| </li> |
| <li> |
| To complement the existing community development efforts, |
| </li> |
| <li> |
| To encourage a “multiplying effect” where community participation is amplified by this |
| funding program's undertakings, |
| </li> |
| <li> |
| To ensure the funds allocated fit within the overall working group program plan and budget. |
| </li> |
| </ul> |
| |
| <h2>Governance:</h2> |
| <p> |
| Arranging for the implementation of development efforts and initiatives will be managed exclusively |
| by the Eclipse Foundation on behalf of the working group. The EF commits to being transparent with |
| regard to with whom it has chosen to engage and a summary of the expenditures made on behalf of |
| the working group. Having said this, the EF recognizes and supports that pricing for services is |
| considered confidential by many vendors, and the EF will work to respect that confidentiality while |
| still ensuring working group members are aware of the total value being delivered. |
| </p> |
| <p> |
| The Foundation will designate an individual to manage the various tasks on its behalf (the “EF Rep”). |
| It is expected that the Steering Committee or other committee will name one to three delegates to |
| collaborate with the EF Rep. The delegate(s) can come from within the Steering Committee or |
| another working group body, or their designate if more appropriate. Together, the delegates and the |
| EF Rep form a small ad hoc team (the “Team”). |
| </p> |
| |
| <h2>Budget:</h2> |
| <p> |
| The amount of funds available for development will vary, and will be subject to the available Working |
| Group funds as allocated in the working group budget. |
| </p> |
| |
| <h2>Phases:</h2> |
| <p> |
| To create a process that is easier to track, budget for, and measure success, development will be |
| done through a series of phases: |
| </p> |
| <h3>1. Identify the Prioritized Development Efforts</h3> |
| <p> |
| The Steering Committee or their delegate(s) will provide a prioritized backlog of enhancements that |
| are to be implemented. These will typically be in the form of open issues or bugs in the community, |
| and sufficient in detail to allow for potential vendors or committers to understand the desired |
| outcomes and to sufficiently investigate the effort involved in carrying out the development. |
| </p> |
| <p> |
| From this input and interaction, the Team will capture this list as a set of desired development |
| efforts in a form that will allow vendors and/or committers to put forward proposals for carrying out |
| the development efforts. The Team will also identify the relative allocated budget to assign to each |
| of the development efforts. |
| </p> |
| <p> |
| The description of each Development Effort is expected to include, as a minimum: |
| </p> |
| <ul> |
| <li>task name and Gitlab Issue id,</li> |
| <li>time estimate, if possible,</li> |
| <li>expected deliverable(s)/outcome(s),</li> |
| <li>identify any dependencies on external resources including Eclipse IT infrastructure updates,</li> |
| <li>means of demonstration and/or verification of completion.</li> |
| </ul> |
| <h3>2. Bid Solicitation and Contract Process</h3> |
| <p> |
| The EF Rep will decide, with consultation with the Team, the most effective way to solicit bids. This |
| may include an open bidding process, though that is not a requirement if it is felt doing so is unlikely |
| to lead to competitive bids. If an open bidding process is chosen, it is expected to be approximately |
| 2 weeks in duration to enable potential contractors to interact with the EF Rep to seek additional |
| information regarding the development efforts. |
| </p> |
| <p> |
| Regardless of process, the Eclipse Foundation may solicit bids from specific committers, Members, |
| and/or contractors should it feel particular expertise or experience is required to be successful. In |
| addition, it is expected that the Team will suggest potential committers and/or contractors they |
| believe have particular expertise or experience as well. Any bids submitted by |
| contractors/committers may be noted as confidential bids to protect the submitter's pricing strategy. |
| </p> |
| <p>Typically, each development contract will include the following:</p> |
| <ul> |
| <li>Description of the approach to address the Development Effort,</li> |
| <li>Identification of who will perform the work (i.e., named developers),</li> |
| <li>The proposed timeframe for the development effort,</li> |
| <li>Any dependencies/caveats that exist that must be addressed,</li> |
| <li>Proposed outcome for the work, including how to demonstrate the work has been |
| completed,</li> |
| <li>Explicit list of deliverables, including any interim deliverables,</li> |
| <li>A proposed price, including whether the bid is being made on a fixed price or time and |
| materials basis.</li> |
| </ul> |
| <p> |
| Potential contractors may request that any bids or negotiations with EF be treated as confidential for |
| competitive reasons, and EF will work to accommodate such requests to the extent possible. |
| </p> |
| <p> |
| However, all contractors must agree to EF disclosing the name and total value of any contracted |
| Development Effort. |
| </p> |
| <p> |
| The output of this phase is a documented and agreed Statement of Work. |
| </p> |
| <h3>3. Award of Contract(s)</h3> |
| <p> |
| In evaluating proposals from vendors, the EF will base its decisions on the following criteria: |
| </p> |
| <ul> |
| <li>Price and timeliness,</li> |
| <li>Plan for proposed development and deliverables,</li> |
| <li> |
| Skillset of proposed developers, with preference given to committers in the relevant area, |
| </li> |
| <li> |
| Bidder's relationship with EF, with preference given to either Contributing Members with |
| committers, or self-employed committers with relevant expertise, |
| </li> |
| <li> |
| Any additional relevant elements in the bid, including delivery date, whether fixed price vs. |
| time and materials basis, etc. |
| </li> |
| </ul> |
| <p> |
| Contractors will be expected to execute a Services Agreement and Statement of Work (SOW) with |
| the Eclipse Foundation for each winning bid. |
| </p> |
| <h3>4. Sign-Off on Completed Statement of Work</h3> |
| <p> |
| To assist the EF in managing the individual development efforts, the Team will advise EF Rep on the |
| satisfactory completion of each development effort. For each Development Effort, the contractor is |
| expected to provide: |
| </p> |
| <ul> |
| <li>Open source code. In most cases, it will be expected that the acceptance criteria for code is |
| that it has been committed by the relevant Eclipse project. Other scenarios may be possible |
| in exceptional circumstances, |
| </li> |
| <li>Test harness(es) for code,</li> |
| <li> |
| Documentation, including appropriate documentation related to Intellectual Property. This |
| includes updates to the relevant public bug(s)/issue(s), |
| </li> |
| <li> |
| Any other appropriate deliverables, including those to which the contractor committed in the |
| original SOW. |
| </li> |
| </ul> |
| </div> |
| </div> |