• Introduction
• Foundation
• Organization
  • • Annual Calendar
    • Organizational Chart
    • Governance & Management
    • Business Office (Operations)
    • Human Resources
    • Community Management
    • Finance
    • Infrastructure (Technology, Equipment & Facilities)

Introduction

According to the Georgia Institute of Technology, "Organizational review is the process to collect, organize, analyze, interpret, and share relevant information to enable the strengthening of the organization. The purpose of organizational review is to enhance organizational success through the development of insight and intelligence about the organization."

There are 3 main purposes for Apereo's organizational assessment or review:

• Strategic - Providing critical insights needed to develop and launch new directions, goals, objectives, and priorities. Serves as a foundation for strategy development and implementation.
• Foundational - Ideal for launching new projects or initiatives, this type of assessment collects and analyzes information needed about the goals, stakeholders, expected benefits, impacts, and other related information.  Key to success of project and change management efforts.
• Improvement - Focused on identifying ways to improve organizational performance and results.  Results often lead to improvements in processes, structure, skill development, revenue generation, and cost reduction initiatives.

Foundation

Mission: to assist and facilitate educational organizations which “collaborate to foster, develop, and sustain open technologies and innovation to support learning, teaching, and research.

Purpose: Apereo exists to:

• Promote practical collaboration between educational organizations, the sharing of best practices, and dissemination of results of innovative approaches to applying open technology architectures and systems in an educational context
• Sustain and develop a global community of interest among educational institutions to advance open source and open standards technologies, architectures, systems, and content, promoting international collaboration in these areas.
• Create, through its various activities, including conferences, projects, and outreach, an atmosphere of trust, goodwill, and mutual respect among all participants.
• Provide governance and infrastructure for the management of open source intellectual property to increase the sustainability of open source efforts as well as the legal security of both contributors and adopters.

Organization

Annual Calendar

• Board, business, and community events.

Organizational Chart

• Board of Directors
  • Standing Committees
    • Audit
    • Remuneration
  • Other Committees
    • Fellow Selection Committee
    • Finance Committee
    • Open Apereo Planning Committee
  • Executive Director
    • Business Administrator
    • Controller
      • Senior Accountant
    • Community Manager (Vacant)
      • OAE Community Manager
      • Sakai Community Manager
    • Development Officer
    • Website Manager

Governance & Management

• Backlog
• Board of Directors
• Bylaws
• Annual Reports
• Executive Director
  • Board Agenda
  • Onboarding
    • Infrastructure Account Access
    • Bank Account Signatory
    • Iron Mountain Account Access
• Mission
• Records
  • Documentation Related to U.S. Federal Agencies & Organizations
  • Documentation Related to Florida State Agencies & Organizations
  • Documentation Related to New Jersey State Agencies & Organizations
  • Documentation Related to New York State Agencies & Organizations
• Strategy
  • Planning
  • Goals
• Values

Business Office (Operations)

• Business Calendar
• Contact Information
  • Addresses
    • Mail Forwarding Services
      • Corporate/Business
      • Mailing (Forwarding Service)
        • Mail forward
      • Registered Agent
      • Remit Address
  • Email
  • Phone
• Domestic Registered Agent
  • CT Corporation (Wolters Kluwer)
    • Annual Reporting
• Insurance
  • Business Owners
  • Commercial Umbrella Liability
  • Directors' and Officers'
  • Employment Practices Liability
• Legal
  • Annual State (New Jersey) Filings
    • ConcentraCMS
      • Annual Report filing due in DECEMBER of each year (2020 filing attached)
    • Domestic Registered Agent
      • CT Corporation (Wolters Kluwer)
  • Trademarks
    • Legal Services
      • Taylor Legal Services
    • Registered Marks
      • Apereo, Word mark, standard character, Classes, 35 and 42
      • CAS (abbreviation only), Word mark, standard character
      • Bedework, Word mark, standard character
      • Open Apereo, Word mark, standard character, Service Mark, one class: 041
      • OpenCast
      • Uportal, Word mark only
      • Sakai, Word mark, logo
      • Student Success Plan, Word mark, standard character
      • Xerte
      • Others (proposed): Open Academic Environment (Word mark, standard character), UniTime (word only?), Karuta (word only?), Foisan, Tsugi (word mark only)
• Records Retention

Human Resources

• Staffing
  • Employed
  • Contracted
    • Contract Review
      • Taylor Legal Services
    • Current
      • Michelle Hall
        • Website Manager
          • Drupal
      • Wilma Hodges
        • Sakai Community Manager
  • Volunteers
    • Jim Helwig
      • Financial Group
    • John Lewis
      • Apereo DNS
        • Name.com
      • OAE SSL
    • Oregon State University, Open Source Lab
      • Lance Albertson
        • Apereo Web Hosting

Community Management

• Communications
• Community

Finance

Infrastructure (Technology, Equipment & Facilities)