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MicroProﬁle Working Group Budget Draft

March 2021

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Version Control

History of Budget Modifications

v_0.1 3/16 - PDF Draft budget delivered by the EMO Team on March 16th. Video Recording
v_0.2 3/26 - PPT file conversion from PDF required to enable its review, editions, etc
v_0.3 4/19 - PPT Marketing Budget discussion put into the slides
v_04 6/9 - updated after EMO presented a new proposed budget

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Working Group Budgeting Process

Starts with the Program Plan Approval [Done]

Program Plan identiﬁes priorities/deliverables
Deliverables feed into budget

Budget is based on expected revenues and implementing initiatives & related costs
Includes recovery of 2020 start-up costs and on ongoing operating costs dependent upon calendar year of budget

To help the MPWG, the first onboarding-budget was prepared by the EMO.
It is reviewed and edited by the MicroProfile Community.

The budget is approved by ballot by the Steering Committee

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2020 Revenue and Costs

2020 MicroProﬁle working group membership revenues from fees (prorated) collected was $15,500

Membership - Red Hat, IBM, Tomitribe, Jelastic, Payara, Atlanta JUG

In 2020 the $15,500 revenue was applied to offset the working group start up costs incurred by the Eclipse Foundation

Governance, membership, legal, operational support

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2021 Revenue and Costs

2021 MicroProﬁle working group membership revenues from fees collected is projected to be $119,500 plus 2020 surplus $1,125

Membership * - Red Hat, IBM, Tomitribe, Jelastic, Oracle, Payara, Atlanta JUG, Garden State JUG, iJUG (NEW)

The revenues are to be applied to support priorities identiﬁed in the Program Plan including work done on behalf of the working group by the Eclipse Foundation (no staff hires)

* Fujitsu to join in April, 2021, fees included in projected revenue

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2021 Budget Categories

Marketing expenditures

Steering Committee to allocate in support of Program Plan
Areas for consideration:

Press and Analyst Relations including periodic press releases
Advertizing, Media, Tools
Content, Website, Giveaways, Events, Meetups

Operating the working group and the MicroProﬁle Branding & Compatibility Program

Legal & trademarks
Branding & Compatibility Program
Operating expenses
G&A

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Trademark Registration

Trademark Registrations	Classes 9, 35, 42			Jurisdictions EU, UK, Canada, US
WordMark*	9	N/A	N/A	EU	UK	CA	US
WordMark	N/A	35	N/A	⃝	⃝	⃝	⃝
Design Mark (logo)	9	35	42	⃝	⃝	⃝	⃝
Compability Mark (logo, wordmark, compatible text)	9	35	42	⃝	⃝	⃝	⃝

Classes:

Class 9 Downloadable Software

Class 35 Service (Protects Working Groups) Class 42 Software as a Service (Specifications)

*Wordmark Registered in Class 9 in EU (UK by extension prior to Brexit), and US
Wordmark to be Registered in Class 35 in all four jurisdictions for working group protection
Logo (Design Mark) to be registered in Class 9, 35, 42 in all four jurisdictions
Compatibility Mark to be registered in Class 9, 35, 42 in four jurisdictions

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MicroProﬁle Trademark & Compatibility Program

Creating the Program

Custom Trademark Program consultation with Steering Committee
Trademark Usage Guidelines [Governance]
Trademark Compatibility License Agreement [Legal]
Create Program Narrative
Compatibility Logo Artwork
Registration as a Trademark [Trademark Oﬃce]
Brand Usage Handbook [Governance]
Update Eclipse Foundation Trademark Guidelines
Compatible Products Page for MicroProﬁle
How To Get Listed as a Compatible Product

Ongoing support to operate the Program

Trademarks maintenance and enforcement
Administration of the Branding & Compatibility Program including EF TCK
EMO speciﬁcation process implementation and administration

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Working Group Operational and Governance Support

Operations and Governance

Project Management including implementation of working group objectives as required
Program Management including coordination with Foundation staff and services in support of the working group
Consultation and compliance with Foundation processes and policies
Oversight of Governance including: antitrust, elections, mailing lists, infrastructure, charter and participation agreement updates
Participate in the governance meetings and actively monitor the working group’s mailing list and other channels
Trademark Management Maintenance

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General and Administration Chargeback

G&A is applied to cover essential indirect costs incurred to set up and support the ongoing operations of the working group such as Finance, Accounting, Operations, and basic IT Services

G&A is applied to all Working Groups

Please note for 2021 G&A Expense for MicroProﬁle Working Group is waived as the G&A was already applied to the Jakarta EE revenue contribution

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Draft 2021 MicroProfile Working Group Budget

The 2021 G&A Expense for MicroProfile Working Group is waived as the G&A was applied to the Jakarta EE Donation Expense Line Item

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Draft 2021 MicroProfile Working Group Budget

Expenses for 2021
Swags & Events	Giveaways, meetups sponsorship	$25,000
Infrastructure	Site hosting, marketing and streaming tools	$4,500
Legal Fees	Trademark registrations	$13,500
Compatibility Program	Brand usage, logos, etc. ** Tasks mostly will be covered by MP team, so the expenses will be lowered	$40,000
Management of Compatibility Program	Processing trademark registrations, assigning licenses, ets	$10,000
WG Operations & Governance	Supporting working group initiatives by Eclipse Foundation team	$20,000
Contingency	Unpredicted marketing spends	$6,500
Working Group G&A	***waived in 2021 as it was applied to the Jakarta EE Donation Expense	$0
FTE	Program manager, marketing manager, dev advocate	$0
Total		$119,500

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Next Steps

Work with Steering Committee to

Plan for budget allocation to Program Plan initiatives
Review and vote on the 2021 budget

Deﬁne the MicroProﬁle branding and compatibility program

Default starting point is to pattern after Jakarta EE

Once approved, the EMO to provide quarterly updates to the community and Steering Committee on the budget