Affiliate Lead Conversion

Once a lead for the OSI Affiliate Program has been identified, please undertake the following steps;

(NOTE: if you do not wish to compete the following, please send a email introducing the OSI General Manager to the prospective affiliate organization and prospective affiliate contact/representative).

  1. Before adding any new information (individuals or organizations), please review the table below as we may already have contacts with the person or organization.
  2. Create a "Contact" in CiviCRM.
    1. Log into CiviCM (
      You will need your OSI Drupal account credentials
    2. Before creating a new contact for the organization, or the person you are working with from the organization, please search to see if an existing record exists. Individuals may have multiple relationships with the OSI. For example, they may be an Individual Member, and then later reach out as part of a potential Affiliate Member.
      You may enter the email, or name for the individual in the "Search" field at the top of the CiviCRM page.
      You may enter the name of the organization in the "Search" field at the top of the CiviCRM page.
      1. If a record already exists for the individual, please update it with any information related to the organization they are representing. For example, your contact may have a personal email for their Individual Membership, but use their organizational email for Affiliate Member related communications.
        1. Also, please create a "Relationship" between the individual and the organization.
          1. To create a relationship, co to the individual's record.
          2. Select the "Relationship" tab.
          3. Click "Add Relationship" button.
          4. Choose "Relationship Type" ("Employee of").
          5. Add "Contact(s)"--this may update with the organization's name if an existing contact if already in CiviCRM.
          6. Click "Save Relationship" button (no other information is needed).
      2. If a record already exists for the organization, please create a "relationship" between the individual and organization.
        1. Go to the organizational record, e.g. KDE.
        2. Select the "Relationship" tab.
        3. Click "Add Relationship" button.
        4. Choose "Relationship Type" ("Employee of").
        5. Add "Contact(s)"--this may update with the name of an existing contact if already in CiviCRM
        6. Click "Save Relationship" button (no other information is needed).
      3. If a record does not exist for the new individual, you may add one.
        1. Select "Contacts" -> "New Individual" from the CiviCRM menu.
        2. Enter as much information as you may have about the individual (be sure to add any relationships), but specifically we must have...
          1. Email address for the individual.
          2. Under the "Relationships" tab add the individual to the relevant organization (use "Add relationship" button).
          3. Under the "Groups" tab, choose "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
          4. Under the "Tags" tab, check, "Perspective Affiliate Rep." and "Perspective Affiliate"
        3. Click, "Save".
      4. If a record does not exist for the new organization, you may add one.
        1. Select "Contacts" -> "New Organization" from the CiviCRM menu .
        2. Enter as much information as you may have about the organization (be sure to add any relationships).
          1. Email address for the organization (not the individual you know. This will ensure we have some contact with the org.
          2. Under the "Relationships" tab add the organization represented by the individual (use "Add relationship" button).
          3. Under the "Groups" tab, choose, "Affiliate Prospect", "All Contacts", and "Announcements (very low volume)" from the "Add add to a group" menu.
          4. Under the "Tags" tab, check, "Perspective Affiliate".
        3. Click, "Save".
  3. Add details to the table below.
    1. Organizational Name - obvious
    2. Notes - obvious
    3. OSI Initial Contact - person who generated the lead
    4. Contact / Rep. Information - link to relevant CiviCRM Pages
    5. Status - Choose from,
      1. Prospect: initial discussions, no application submitted.
      2. Links to application materials
        1. If the prospect has submitted the required applications, attach those to this wiki page, and add links to:
          1. The Cover Letter.
          2. Affiliate Agreement
          3. Supporting Documentation (e.g. qualifications)
  4. Invite the individual representative of the organization to complete the Affiliate Member Application.
    1. Go to the CiviCRM record for your organizational contact.
    2. Select, "Actions" -> "Send an Email" (new window pops up).
    3. Select, "Patrick Masson <> Main (preferred)" from the "From" field.
    4. Click the "BCC" field and add Patrick Masson's email there as well (this ensures I see the email in my inbox).
    5. Select, "Affiliate Member Inquiry" from the "Template" options in the email window.
      NOTE: CiviCRM uses "tokens" to individualize communications. You must be sure that these attributes are included in the record of the individual you are emailing or they will be left blank and the email will not read correctly. These tokens include:
      1. "{contact.first_name}" = the first name of the contact much be in the individual's record.
      2. "{contact.current_employer}" = the individual you are contacting must have the organization listed in their record in the "Employer" field under the "Summery" tab.
    6. Click, "Send Email"
Organization NameNotesOSI Initial ContactContact/Rep. InformationStatus
ADMB Foundation Affiliates webpageSee CiviCRMMember (2014)
American International University Affiliates webpageSee CiviCRMCover Letter,  Affiliate Agreement, Supporting Documentation, Certificate of Incorporation
Amsterdam Linux OSI ListSee CiviCRMProspect
Apache Software Foundation  Jim Jagielski Prospect (2018 Goals)
Apereo Foundation Ian DolphinSee CiviCRMMember (2013)
AppliedTechnology Club at Spokane Falls Community College Mail listSee CiviCRM Prospect
Aspiration Chris Lamb
Association Francophone des Utilisateurs de Logiciels Libres (AFUL) Laurent SeguinSee CiviCRMMember (2012)
Associazione LibreItalia Simon Phipps, Stefano ZacchiroliSee CiviCRMMember (2015)
Benetech Patrick MassonSee CiviCRMProspect
BigBlueButton Foundation Apereo ConferenceSee CiviCRMMember (2014)
Breathing Games osi@...See CiviCRMMember (2016)
California Association of Voting Officials (CAVO) osi@...See CiviCRMMember (2015)
CENATIC  Simon PhippsSee CiviCRMMember (2012)
City College Liverpool Patrick MassonSee CiviCRMProspect
CiviCRM Joe MurphySee CiviCRMProspect
Creative Commons Simon PhippsSee CiviCRMMember (2012)
COISCECH osi@...See CiviCRMProspect
Cycle osi@...See CiviCRMAffiliate Agreement
Darbar Group Of Institutes Patrick MassonSee CiviCRMMember (2016)
Debian Simon PhippsSee CiviCRMMember (2012)
Democracy Lab Deb BryantSee CiviCRMMember (2014)
Digital Impact Alliance Josh SimmonsMichael DowneyProspect (2018 Goals)
Document Foundation Simon PhippsSee CiviCRMMember (2012)
Drupal Association Simon PhippsSee CiviCRMMember (2012)
Eclipse Foundation Simon PhippsSee CiviCRMMember (2012)
Entrada Mike MilinkovichSee CiviCRMProspect
European Telecommunications Standards Institute (ETSI) osi@...See CiviCRMProspect
FLOSShub/FLOSSmole Patrick MassonSee CiviCRMProspect
FreeBSD Foundation Simon PhippsSee CiviCRMMember (2012)
Friends of OpenDocument Simon PhippsSee CiviCRMMember (2012)
FOSSETCON  See CiviCRMProspect
Gandhian Technology Organization osi@...See CiviCRMProspect
GNOME  Molly de BlancNeal McGovernProspect (2018 Goals)
IASAInternational enterprise and technology architecture non-profitosi@...See CiviCRMProspect
ImixsHuman-centric business process management supports human skills and activities by a task orientated workflow-engine.osi@See CiviCRMProspect
inBloominBloom is an independent, non-profit organization whose mission is to provide a valuable resource to teachers, students, and families to improve education.osi@... See CiviCRMMember (2014)
Indiana University Patrick MassonSee CiviCRMMember (2015)
Interakt Digital GroupCompany sponsored project, Resulticks', user community.membership@See CiviCRMProspect
Internet Systems CorporationInternet Systems Consortium, Inc. (ISC) is dedicated to developing software and offering services in support of the Internet infrastructure.U.S. PostSee CiviCRMMember (2016)
Joomla (Open Source Matters, Inc.) Simon PhippsSee CiviCRMMember (2012)
Journal of Open Source Software (JOSS)The Journal of Open Source Software (JOSS) is an academic journal with a formal peer review process that is designed to improve the quality of the software submitted. Upon acceptance into JOSS, a CrossRef DOI is minted and we list your paper on the JOSS website.Patrick Masson (through GitHub)See CiviCRMMember (2016)
KaiyuansheOpen source alliance founded by Chinese OSS companies,
communities and individuals, aiming at promoting the idea of open source and providing help for participating and contributing to world-wide OSS communities.
Allison RandalSee CiviCRMMember (2015)
KDE eV Simon PhippsSee CiviCRMMember (2012)
Kuali ProjectDedicated to the development of open source administrative software solutions for higher education.Patrick MassonSee CiviCRMAgreement
(Bylaws, TaxDocs)
Reference Letter
Liberated TechWe keep Atlanta's electronic waste out of landfills and distribute computers back to the communityOSI ListSee CiviCRMProspect
LibreItaliaLibreItalia is a voluntary association, which was founded at the initiative of a group of active people - in various ways - as a tool in the promotion of LibreOffice free to individual and company productivity.OSI ListSee CiviCRMMember (2015)
Linux Australia Incorporate is a conference where people gather to learn about the entire world of Free and Open Source Software, directly from the people who shape the projects and topics that they’re presenting on.Josh SimmonsSee CiviCRMAgreement
Letter of Intro & Qualifications
Linuxfest NorthwestLinuxFest Northwest is a grassroots, free and inexpensive event, organized by the Linux community.Simon PhippsSee CiviCRMMember (2014)
Linux Foundation Simon PhippsSee CiviCRMMember (2012)
Linux Fund Simon PhippsSee CiviCRMMember (2012)
Linux Professional InstituteLPI brings together an active and committed community of companies, IT professionals, training organizations and volunteers to achieve LPI’s programs. LPI is recognized worldwide as the premier organization advocating and assisting in the professional use of Linux, Open Source, and Free Software. Masson via osi@See CiviCRMMember (2015)
MariaDB Foundation Simon PhippsSee CiviCRMMember (2013)
Marist CollegeInstitution of Higher EducationMasson @ OpenApereoSee CiviCRMCover Letter / Agreement
Mautic Masson @ FOSSETCONSee CiviCRMMember (2015)

"micro:bit is a tiny programmable computer, designed to make learning and teaching easy and fun!" -

Mifos Initiative Mifos X is an extended platform for delivering the complete range of financial services needed for an effective financial inclusion solution.via osi@See CiviCRMMember (2015)
Mis TribusMis Tribus is an open community that provides creators (authors, producers, artists) with the tools, services, and knowledge, to independently publish, produce, and sell their creative products. See CiviCRM
This application was denied in favor of a proposal from the Puerto Rico Python Interest Group (see below)
Moodle Pty Ltd Masson @ EducauseSee CiviCRMApplication / Cover Letter 
Mozilla Foundation Simon PhippsSee CiviCRMMember (2012)
The New Zealand Open Source Society Simon PhippsSee CiviCRMMember (2012)
NLnet develop Open Source software and open standards for the benefit of the Internet.Via mail OSI-MC list.See CiviCRMProspect
NXTA non-profit organisation that
represents the interests of the user community for the NXT crypto-currency.
osi@...See CiviCRMApplication / Cover Letter
Supporting Doc:
Odoo Community Associationa nonprofit organization whose mission is to promote the widespread use of Odoo and to support the collaborative development of Odoo features.osi@...See CiviCRMMember (2017)
Open EdXOpen edX is the open source platform that powers edX courses. All edX code is freely available to the developer community.Molly deBlancSee CiviCRMMember (2017)
Open InfoSecA non-profit foundation organized to build a next generation IDS/IPS engineCharles-H.Schulz via email to Masson, Phipps, RandalSee CiviCRMMember (2015)
OpenMRS Leslie HawthornSee CiviCRMMember (2015)
OpenProjectLeading open source project management software: requirements management - product roadmap planning - team collaboration - issue trackingosi@See CiviCRMApplication / Cover Letter
Open Source Automation Development Lab (OSADL) osi@...See CiviCRMProspect
Open Source Business Chapter of Costa Rica Karl FogelSee CiviCRMProspect
Open Source Consortium Simon PhippsSee CiviCRMProspect
Open Source Electronic Health Record Association WebsiteSee CiviCRMMember (2014)
Open Source Festival Patrick MassonSee CiviCRMProspect
Open Source Lab Patrick MassonSee CiviCRMProspect
Open Source Robotics Foundation   Prospect
Open Source Software Institute Simon PhippsSee CiviCRMMember (2012)
Open Source Sweden Simon PhippsSee CiviCRMMember (2012)
Outercurve Foundation 
See CiviCRMMember (2012)
OpenHatchOpenHatch is a non-profit dedicated to matching prospective free software contributors with communities, tools, and educationKarl FogelSee CiviCRMMember (2014)
OSCELOT, Inc.Creates innovative open source solutions for the challenges facing the eLearning community.  ...openness in education, the application of OPEN standards, the power of OPEN source, OPEN community, OPEN content, and OPEN education.Patrick MassonSee CiviCRMCover Letter & Agreement
OW2 Simon PhippsSee CiviCRMMember (2012)
Perl FoundationDedicated to the advancement of the Perl programming languageAllison RandalSee CiviCRMCover Letter & Agreement
Plone Foundation  See CiviCRMMember (2012)
Powering PotentialProviding access to educational resources on solar-powered computers at schools in rural TanzaniaOSI Twitter accountSee CiviCRMMember (2017)
Puerto Rico Python Interest Group(PRPIG)To create a sustainable user community for software development in Puerto Rico. Originally part of the Mis Tribus application (see above).See CiviCRMMember (2014)
Python Software Foundation Simon PhippsSee CiviCRMMember (2012)
Rensselaer Center for Open Source (RCOS) A community of Open Source developers at RPIP. MassonSee CiviCRMSigned Application
Cover Letter / Qualifications
Reproducible Builds Chris Lamb... Chris Lamb? Prospect (2018 Goals) 
Sahana Software Foundation Simon PhippsSee CiviCRMMember (2012)
Silicon Valley Education FoundationInitially contacted over the use of the "Open Source Initiative" within their organization, the foundation supports K-12 STEM related education and resources.Patrick MassonSee CiviCRMProspect A sustainable funding platform for freely-licensed works. Innovative matching pledge creates a network effect where contributors all work together to support public goods.Patrick MassonSee CiviCRMCover letter / Agreement
Software Freedom Conservancy Josh SimmonsSee CiviCRMProspect (2018 Goals)
Software Heritage Simon Phipps Prospect (2018 Goals)
SOUJava Bruno Souza, Simon PhippsSee CiviCRMMember (2012) 
SourceForge Research Data Archive (SRDA) Patrick MassonSee CiviCRMProspect
Sustain OSS(maybe also Open Collective? either together or separately)lamby? josh? Prospect 
SysArmyThe Argentinian SysAdmin Community, who brings together all IT professionals for knowledge exchange and fun.via osi@See CiviCRM Member (2016)
Tiki Software Community Association  See CiviCRMMember (2012)
TODO Group Josh Simmons Chris Aniszczyk Prospect (2018 Goals) 
TYPO3 Simon PhippsSee CiviCRMMember (2014)
University of Southern QueenslandOne of Australia's leading providers of on-campus and online education programs  with more than 75% of students studying at a distance or online.Patrick MassonSee CiviCRMMember (2015)
Wikimedia Foundation Simon PhippsSee CiviCRMMember (2012)
Wikiotics  osi@See CiviCRMMember (2012)
WordPress Foundation Leslie HawthornSee CiviCRMMember (2014)
The Xerte Project The Xerte Project is an initiative to provide high quality free software to educators all over the world, and to build a global community of users and developers around our tools.Patrick Masson / Open Apereo ConferenceSee CiviCRMMember (2015)

Created by Patrick Masson on 2014.02.27 at 07:14:39 PST

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