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Guides/Official/OpenChain-in-Mergers-and-Acquisitions/2.0/en/Assessment-Of-OS-Practices-In-Merger-and-Acquisition.md

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@@ -83,17 +83,18 @@ The checklist explores 13 specific areas to evaluate:
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The remainder of this paper is dedicated to exploring these 13 different
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categories and various elements within each category.
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<img src="./media/image13.png" alt="Categories Icon" height="413" width="624" >
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## 1. Discovery of Open Source Software
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height="1.0052088801399826in"}
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<img src="./media/image1.png" alt="Discovery Icon" height="96" width="96" >
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***"Discovery" concerns itself with identifying the third party
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software, including open source software in a code base readied for
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release as a product or a service.***
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- Open source software discovery occurs at an early point in the
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product development cycle.
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## 2. Review and Approval of the Use of Open Source Software
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<img src="./media/image12.png" alt="Review Icon" height="96" width="96" >
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***"Review and Approval" evaluates the planned use of open source
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software in products for distribution and, if mandated by company
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policy, in internal projects.***
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- The organization subjects all open source software used in products
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to review and defines what contextual changes in open source
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software use trigger re-approval activity.
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## 3. Obligation Satisfaction
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<img src="./media/image3.png" alt="Obligation Icon" height="96" width="96" >
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***"Obligation Satisfaction" covers compliance practices needed to
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satisfy the obligations of open source licenses.***
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- The organization verifies that its third party suppliers provide all
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information that is necessary to satisfy open source license
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obligations when the product is distributed or service made
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## 4. Community Contributions
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<img src="./media/image11.png" alt="Community Icon" height="96" width="96" >
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***"Community Contributions" involve the review and approval of employee
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contributions to open source projects, as well as company contributions
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of code and other resources to community projects.***
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- Community contributions are reviewed and approved according to a
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defined process.
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## 5. Policy
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<img src="./media/image16.png" alt="Policy Icon" height="96" width="96" >
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***The "Policy" category addresses corporate policy to encourage the use
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of open source software while also protecting the company's business
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interests.***
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- A policy is set in place to enable the company to incorporate and
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use open source software in their products and services.
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## 6. Compliance Staffing
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<img src="./media/image8.png" alt="Compliance Icon" height="96" width="96" >
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***The "Compliance Staffing" category focuses on the skilled resources
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needed to implement the open source compliance program.***
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- Skilled and knowledgeable individuals are made available to
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contribute to the compliance effort.
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## 7. Adaptation of Business Processes
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<img src="./media/image18.png" alt="Business Process Icon" height="96" width="96" >
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***"Adaptation of Business Processes" focuses on fitting OSS compliance
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practices within the context of existing business processes.***
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- Existing business processes are modified to incorporate open source
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compliance activities and considerations.
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## 8. Training
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<img src="./media/image4.png" alt="Training Icon" height="96" width="96" >
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**"Training" addresses the communications needed to ensure that the
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entire company understands the actions that must be taken to achieve
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open source compliance.**
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- Basic training on the organization's open source policies, processes
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and guidelines is provided to all who come into contact with open
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source software or are involved in customer and supplier
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## 9. Compliance Process Management
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<img src="./media/image10.png" alt="Compliance Process Icon" height="96" width="96" >
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***"Compliance Process Management" focuses on establishing, maintaining,
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and improving the process of achieving open source compliance.***
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- Responsibility for achieving organization-wide open source
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compliance is clearly designated.
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## 10. Open Source Software Inventory
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<img src="./media/image14.png" alt="Software Inventory Icon" height="96" width="96" >
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***"Open Source Software Inventory" addresses the organization's need to
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maintain accurate records of open source software content and compliance
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activities to support responses to compliance inquiries and changes in
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the compliance environment.***
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- The organization tracks progress of compliance activities for a
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## 11. Automation and Tool Support
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<img src="./media/image15.png" alt="Automation Icon" height="96" width="96" >
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**"Automation and Tool Support" examines the organization's use and
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consideration of tools to support its compliance activities.**
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- The organization assesses its compliance process to identify and
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prioritize opportunities for automation and tool support.
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## 12. Verification
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<img src="./media/image5.png" alt="Verification Icon" height="96" width="96" >
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**"Verification" concerns the independent assurance steps taken by the
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OSS compliance team to confirm that OSS obligations have been properly
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met.**
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- The compliance team performs verification activities according to a
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defined procedure.
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## 13. Process Adherence Audits
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**"Process Adherence Audits" refer to the checks the organization
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performs to determine whether it is using its defined compliance process
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and obtaining expected results from its use.**
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- Process adherence audits are used to determine whether the
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organization follows its defined compliance process.
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various aspects of using, contributing, auditing, and distribution of
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open source software.
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**Figure 1: Detailed view of a sample open source compliance process**
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company gets access to the source remotely via a cloud system or
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physically while visiting on site and performs the source code scan.
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**Figure 2: Illustration of the traditional audit method in M&A
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transactions**
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transactions. (Here, FOSSID AB refers to the company and FOSSID refers
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**Figure 3: Illustration of the blind audit method**
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![DIY Audit Icon](./media/image6.png)
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**Figure 4: Illustration of the DIY audit method**
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