OSE Fellow Mentorship Agreement

This agreement, dated as of the date of the last signature below is between the

“OSE Fellow in Training” (or “OFT”) individual specified in the signature section at the end of this document

AND

Open Source Ecology (“OSE”)

with the terms as follow below.

BACKGROUND    

The intent of the OSE Fellow Mentorship is to start long-term relationships with individuals interested in carrying the work of OSE forward, in close collaboration with OSE. However, to provide maximum flexibility - it is the OSE Fellow in Training’s choice as to how closely they work with OSE after the Mentorship. For the closest collaboration with OSE along OSE's roadmap to the completion of the GVCS by 2028, the OSE Chapter route can be followed. If a Fellow wants to start other projects, based on OSE technology but not along OSE's critical path - then the Fellow can choose to work independently. In the case of independent operation, OSE provides the skills training via the Mentorship, and OSE can certify the OSE Fellow in Training’s skill set with its certification exams. The certification exams are independent from certification as an official OSE Chapter.

Admission - Admission is at OSE’s discretion and on a rolling basis. After initial video of interest, interviews, reference check - and securing mentorship, sponsorship, and facility - the Candidate will be invited to complete this agreement to formalize the enrollment process.

For the OSE vision-aligned route under the OSE brand - the OSE Mentorship can be followed by further work towards establishment of a formal Chapter. A Chapter can exist and form in any region of the world, and starts with local/regional chapters of OSE. There is currently no restriction on the locations of Chapters, as Chapters are driven primarily by interested stakeholders - who operate from and for their local base. The growth path with OSE may include the transition of local Chapters to full Open Source Microfactories, and further growth of land-based OSE Campuses - at the regional, country, and international level. The collaborative goal of all the prospective Chapters for the near term (until 2028) is completion of the GVCS as a basis for replicating OSE Campuses worldwide.

There are envisioned 3 separate phases in the OSE evolution of an individual: Training, Skill Certification, and creation of or membership in a Chapter. The Training and Certification is a prerequisite for a Chapter creation per the Chapter Charter. The OSE Mentorship involves the Training part, and includes skills certification should the OFT desire that be part of the Mentorship. Skills certification is pursuant to performance exams in building machines, teaching, and running workshops, all to be defined specifically at the date of request and at OSE’s sole determination. Skill Certification measures one's ability to execute on OSE-based programs, and allows the OSE Fellow in Training to run similar skills programs themselves, though not under the OSE brand. Only a Chapter may provide programs under the OSE brand.

OSE Fellow - Training and Certification

1. The Mentorship program is a direct mentorship relationship between the OSE Founder and the OSE Fellow in Training, that provides a curriculum of weekly meetings, and anticipates an additional 40 hours per week of OFT self work/study assignments to gain the required technical competency in OSE operations, methodology, and principles. The Mentorship program also anticipates a final project of the student's choice which is to be completed near the end of the program and is part of the 40 hours per week self-directed learning expectation. The program also includes the ability to get certified by engaging hands-on in builds, teaching events, and workshops, where the student either does the work remotely or in a physical location. See OSE Skills Certification.
2. Upon the successful completion of the Mentorship as decided by OSE in its discretion, the OSE Fellow in Training is given the title of an “OSE Fellow”.    
3. OSE will provide the OSE Fellow in Training      the equivalent of at least one meeting with Founder live (online) per week, per annum for one year on a 46 meetings per year basis, the exact dates and times to be agreed upon.  The weekly meetings may also be attended by other individuals, including other OSE fellows-in-training, and guest presenters.
4. The weekly study can include but is not limited to:

1. designing, building, using, and developing an enterprise around GVCS machines,
2. 3D printing
3. 3D CAD design in FreeCAD
4. Microcontrollers, basic coding, and basic power electronics design
5. Plastic recycling infrastructure for making 3D printing filament
6. House and structure design for construction
7. Collaborative literacy for large-scale collaborative design and build projects
8. Machine design
9. CNC machine design
10. Tractors, Power Cubes, and heavy machinery for agriculture and construction

5. The final project is up to the student's choosing, based on their interest and OSE acceptance
6. OSE Fellow in Training keeps a public OSE Work Log with all work product, contributes to the OSE Forum, and has on option to publish a guest blog on the main OSE blog.
7. OSE Fellow in Training participates in the public sphere with presentations, talks, and meeting recordings, which may be published publicly on video sharing sites.
8. Develops a workshop/fabrication facility for product development, experimentation, and training.
9. Works openly by publishing all relevant work online as a general practice for complete transparency of its process.
10. Abides by DIN SPEC 3105 for all hardware documentation - meaning that all work is open source, including product blueprints and enterprise blueprints.
11. Mentorship period is to be 1 year from kickoff of Mentorship (after OSE confirms receipt of initial installment) and receipt of this signed agreement.
12. Skills Certification: The OSE Fellow in Training may pursue formal certification of various skills from OSE over the course of the Mentorship. These are typically performance-based exams - building a machine, or teaching or running a workshop under realistic conditions. For example, STEAM Camp Certification Level 2 may be attained by running an actual STEAM camp, after serving as an assistant in another STEAM Camp. There are a number of skills certifications to choose from, see OSE Skills Certifications. The OSE Fellow in Training may choose whichever certifications that they like during the term of their OSE Mentorship program, and may do so at any time throughout the program after learning the necessary skills.
13. Certification as to successful completion of the Mentorship and achievement of  “OSE Fellow” status is at the discretion of OSE.
14. OFT consents to the recording of all meetings held in the course of the Mentorship, which recordings are the property of OSE.  The OSE Fellow in Training consents to and authorizes OSE, its affiliates, and assigns use of the OSE Fellow in Training’s video, image, name, voice and work product and derivatives thereof in future mentorship or other OSE initiative in any media including OSE sites.      
15. Official title upon successful completion of the mentorship is “OSE Fellow”.

OSE Fellow - Additional Goals

1. Each OSE Fellow in Training and if successful, Fellow, shall operate for the public interest and the benefit of all humankind, as part of movement entrepreneurship to solve Pressing World Issues
2. The general intent of the Mentorship is for the OSE Fellow in Training to both learn and contribute to enterprise development, product development to assist in the collaborative completion of the GVCS by 2028 and to develop the collaborative OSE product lines
3. Have the option to and strongly encouraged to participate in large-scale design sprints such as Incentive Challenges, STEAM Camps, hackathons, and Extreme Enterprise events.    
4. OFT produces the products they sell or use in their programs

     OSE Fellow - Activities

1. OSE Fellows in Training may offer product sales of OSE-based products.
2. OSE brand may be used in relation to products and programs only by written permission/license and so long as used pursuant to that license grant, which requires appropriate skills certification for quality control
3. Candidate is encouraged to participate in Extreme U - coordinating University Chapters in the chapter's region or country
4. Candidate is encouraged to participate in Extreme Enterprise - grand, annual, collaborative event for product release
5. Candidate is encouraged to participate in the Open Source Everything Store as a Distributive Enterprise
6. OSE annual gathering or Summer of Extreme Design-Build - each chapter participates hands-on-deck at the OSE International Headquarters. This (OFT or OSE Fellow to attend conditions allowing)

5. OSE Fellows, after successfully completing their OSE Mentorship, have advancement opportunities to continue developing their capacity and skills in collaboration with OSE. This could be to form OSE Chapters, a full Open Source Microfactory, and an OSE Campus, in coordination with OSE International. Each Chapter may advance their status from a local or regional to a national branch, or a continental branch as a special economic zone of OSE.

Finances and Fine Print    

1. Mentorship tuition is US$10,000 to be paid by wire/ACH to OSE. The OFT may split the tuition into two installments: $5K upon signing this agreement, and the balance to be submitted 3 months after commencement of the mentorship.      
2. The Mentorship will not start until this agreement is signed by both parties and the appropriate fees (in USD) are received by OSE.  Please note all bank fees, other than OSE’s receipt fees are the OFT’s responsibility.
3. Mentorship does not commence without appropriate payment. If the OFT has elected to pay in installments, the Mentorship will terminate if the OFT does not pay the second installment when due.   OFT will provide an email reminder that payment is past due and one week to cure prior to actual termination.
4. Candidate is responsible for all Materials costs and Materials storage for any builds of OSE machines, such as 3D printers, CNC torch, filament maker, and shredder.  Materials acquisition cost is estimated to  be about US$10k at current US prices (may be different depending on location, or may be more or less depending on whether scope is more narrow or braoder), and the OFT covers these independently. OFT is strongly encouraged to source parts locally.
5. Refund and Withdrawal: If the OFT changes their mind and requests termination, or unforeseen circumstances require termination - there is a four month window from the beginning of the mentorship to receive a partial refund. If within the first four months of the mentorship the OFT requests termination, if the OFT has paid the $10,000 tuition, the OFT will receive a 50% refund of the full tuition ($5,000) paid after written confirmation of payment details to OSE. After the end of the 4th month, the tuition fee is non-refundable in the event of withdrawal or termination.
6. OFTdate  may apply for specific Skills Certification(s) any time throughout the program.
7. OFT is responsible for  all travel, food, shop, equipment, other materials and lodging expenses, including to any OSE International events. When available to OSE, complimentary housing for Candidate will be provided.     .
8. Mentorship  includes free tuition to OSE programs during the Mentorship period provided Candidate is in good standing with OSE.
9. OFT shall not enter into non-disclosure or confidentiality agreements regarding the work undertaken as part of the mentorship and will generally use reasonable efforts to avoid  non-disclosure agreements for all of OFT’s work outside of the mentorship.
10. The OFT agrees that they cannot use OSE's brands or marks without specific separate written permission.
11. All work product shall be published openly, as opposed to trade secrets, nor shall it be copyrighted or patented for individual benefit.
12. No patents or trade secrets shall be obtained or kept under the Mentorship. All work is intended to benefit all humankind under the GNU Public License and the OSE license principles.  To the extent any intellectual property rights do arise in any creations or work product created by the OFT, the OFT does irrevocably assign all worldwide rights in perpetuity to OSE, including the right to make derivative works thereof so that OSE may take whatever steps it decides are appropriate to ensure the assigned rights are available to all as either public works or intellectual property available under the GNU Public License and the OSE license principles.  

Termination by OSE

1. Grounds for Dismissal/Termination. During the mentorship program grounds for termination by OSE include not publishing of results transparently, not collaborating openly, violation of OSE principles, or failure to make satisfactory efforts, all as determined by OSE in its sole discretion.      
2. A candidate will receive warning as to any issue, and if not timely corrected, the      mentorship may be terminated by OSE.      
3. If the OFT does not fulfill their weekly agreed-upon assignments, OSE may terminate the relationship. The OFT has only the specified duration to make progress toward completion.
4. In the event of a dismissal or termination by OSE, tuition is non-refundable unless the termination occurs within the first four months of the Mentorship, in which case the refund provision above will apply (50% refund).

Other

1. In the event that emergencies, natural calamities, war, pestilence, strikes, riots or other unforeseen factors beyond the control of the affected party make continuance of the Mentorship impracticable - the Mentorship program will be paused and only resumed when conditions allow, and the end date of mentorship will be extended accordingly.  
2. OFT must be at least 18 years old unless a parent or appropriate guardian also signs this agreement.
3. This Mentorship agreement is the entire agreement between the parties as to the subject matter and supersedes any prior verbal or written agreement.
4. Disputes, Governing Law and Venue.  In the event of a dispute that cannot be resolved by the parties good faith discussions, the parties agree the Agreement and any dispute arising related to the Agreement or the mentorship shall be governed by the laws of Missouri, United States of America without regard to conflict of laws principles.  The parties submit to the exclusive jurisdiction of the federal and state courts in Kansas City Missouri, United States of America.

Agreed:

OSE Fellow in Training (OFT):

____________________________

Printed Name:    

Address:

Date:

Witness (if required in your location)

____________________________

Printed Name:    

Address:

Date:

Open Source Ecology (OSE):

____________________________

Printed Name:  

Title:  

Date: