Onramping sustaining members

[timlinux]

Like in certification application, we should require a logged in user:

We need to migrate these model names to 'sustainingmember'

To sign up we need a link under the sustaining member menu 'Sign up'

When you arrive there it will check to see if you are already a sustaining member org owner based on your login.

If not you get a screen like this:

And your application is made, an notifcation is sent to the sponsorship managers (word needs to be changed to sustaining member managers):

These are managed in the project settings UI

The manager will review the org and either approve or reject with a note which should get sent back to the applicant.

Once accepted the org owner can then create a new sustaining period. To do this she will go to the sustaining members menu and choose a (newly added) option "Renew membership"

Then they get a form for choosing a level (e.g. gold, silver, etc) and it runs one year from payment date. Level selection is based on the level model http://changelog.qgis.org/en/site-admin/changes/sponsorshiplevel/2/

Then we kick in stripe payment. If the payment is accepted, their logo will immediately be placed in the sponsoring org list:

http://changelog.qgis.org/en/qgis/members/list/

Once the payment is made we also need to update the logo board on the front page of https://qgis.org:

There are two options here:

1) figure our a smart way to create the logo board using an algorithm (probably wont look as good as the current manual one) 2) send an email notice to the sponsorship managers including a link to the new logo board indicating that the new logo board is available

Every day when memberships are about to expire we should send the sustaining member a renew notification. Maybe we should do this e.g. 1 month before it expires and then again on the day like godaddy does.

If they renew before their current period has expired, the start date of the sustaining membership should be the end date of the current membership.

[timlinux]

[timlinux]

Sponsor email -> Contact Email Enter the email of the contact person

[timlinux]

When you include a link to the sponsorship programme details, can you softcode it as a manager editable link in the project management panel (so that the platform remains generic). We can point it to:

https://www.qgis.org/en/site/getinvolved/governance/sustaining_members/sustaining_members.html#how-can-you-support-the-qgis-development

[timlinux]

Please also add to the project model a field where we can define the link to more infor about the sustaining member programme Also there should be some generic text added on the form Also a checkbox for the user to indicate they agree to the terms and conditions shown on the info page Process should be explained:

• register company

• wait for approval

• create subscription

• Ensure that Andreas can still create subscriptions manually (for users who can't use stripe)

• Need to make sure existing sponsors

Subscription form: Change checkbox text to 'automatically renew my membership each year' You can cancel your subscription anytime by visiting this page.

Need to support changing their subscription to a new level for the coming renewal Add optional VAT number for the sustaining company which should appear on the invoice In project admin page have a place for project VAT number (option) Need membership level on invoice QGIS Address needs to be on invoice Andreas to add further comments

Need to add notes about no refunds

Need to get recaptcha Need to implement donations support Need to improve donations workflow on web site (Chat to Tim)

[andreasneumann]

Here is the information we need on the invoice:

• Address and contact information of QGIS.ORG (incl. UID/VAT nr)

QGIS.ORG Böschacherstrasse 10a CH-8624 Grüt (Gossau ZH) UID/VAT-Nr: CHE-489.853.176

http://www.qgis.org/ finance@qgis.org Mobile: +41 79 938 11 71

• Invoice date
• Some unique invoice ID or invoice nr
• The title "Tax Invoice"
• Address and contact person of the organization applying for sustaining membership
• Description of the item: QGIS.ORG sustaining membership 2020 (medium) According to the terms specified in the QGIS.ORG statutes, chapter 6, see https://www.qgis.org/en/site/getinvolved/governance/charter.html#sustaining-members
• Statement that the payment is VAT / GST free, because "*Membership fees in associations are not subject to VAT in Switzerland"
• The "due date" for the payment. One month from the registration or renewal
• A "thank you" message: "We hope that the QGIS software is useful for your organization. Through your commitment you are making an important contribution to the ongoing development and prosperity of the QGIS.ORG project. Thank you for your support!"

[andreasneumann]

An existing invoice example was sent directly to Dimas