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<h1 class="title">A Contribution to the OpenChain Project</h1>
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<p class="author">Ibrahim Haddad, Ph.D.</p>
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</header>
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<hr>
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<nav id="TOC">
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<h1 class="toc-title">Contents</h1>
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<ul>
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<li><a href="#introduction">Introduction</a></li>
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<li><a href="#evaluation-categories">Evaluation Categories</a>
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<ul>
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<li><a href="#discovery-of-open-source-software">1. Discovery of Open Source Software</a></li>
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<li><a href="#review-and-approval-of-the-use-of-open-source-software">2. Review and Approval of the Use of Open Source Software</a></li>
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<li><a href="#obligation-satisfaction">3. Obligation Satisfaction</a></li>
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<li><a href="#community-contributions">4. Community Contributions</a></li>
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<li><a href="#policy">5. Policy</a></li>
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<li><a href="#compliance-staffing">6. Compliance Staffing</a></li>
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<li><a href="#adaptation-of-business-processes">7. Adaptation of Business Processes</a></li>
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<li><a href="#training">8. Training</a></li>
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<li><a href="#compliance-process-management">9. Compliance Process Management</a></li>
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<li><a href="#open-source-software-inventory">10. Open Source Software Inventory</a></li>
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<li><a href="#automation-and-tool-support">11. Automation and Tool Support</a></li>
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<li><a href="#verification">12. Verification</a></li>
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<li><a href="#process-adherence-audits">13. Process Adherence Audits</a></li>
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</ul></li>
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<li><a href="#preparing-for-an-audit---acquisition-target">Preparing for an Audit - Acquisition Target</a>
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<ul>
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<li><a href="#know-whats-in-your-code">Know what’s in your code</a>
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<ul>
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<li><a href="#policy-and-process">Policy and process</a></li>
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<li><a href="#staff">Staff</a></li>
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<li><a href="#training-1">Training</a></li>
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<li><a href="#tooling">Tooling</a></li>
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</ul></li>
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<li><a href="#be-in-compliance">Be in compliance</a></li>
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<li><a href="#use-latest-releases-for-security-purposes">Use latest releases for security purposes</a></li>
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<li><a href="#measure-up-your-compliance-efforts">Measure up your compliance efforts</a></li>
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</ul></li>
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<li><a href="#preparing-for-an-audit---acquiring-company">Preparing for an Audit - Acquiring Company</a>
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<ul>
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<li><a href="#choose-the-right-audit-method">Choose the right audit method</a>
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<ul>
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<li><a href="#traditional-audit-model">Traditional Audit Model</a></li>
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<li><a href="#blind-audit-model">Blind Audit Model</a></li>
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<li><a href="#diy-audit">DIY Audit</a></li>
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</ul></li>
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<li><a href="#know-what-you-care-about">Know what you care about</a></li>
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<li><a href="#ask-the-right-questions-and-use-this-checklist">Ask the right questions (and use this checklist)</a></li>
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<li><a href="#identify-items-to-be-resolved-before-executing-the-transaction">Identify items to be resolved before executing the transaction</a></li>
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<li><a href="#create-a-compliance-improvement-plan-for-post-acquisition">Create a compliance improvement plan for post-acquisition</a></li>
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</ul></li>
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<li><a href="#recommended-compliance-related-development-practices">Recommended compliance-related development practices</a>
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<ul>
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<li><a href="#recommended-practices">Recommended practices</a></li>
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<li><a href="#avoid-common-mistakes">Avoid common mistakes</a></li>
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</ul></li>
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<li><a href="#conclusion">Conclusion</a></li>
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<li><a href="#appendix-a---evaluation-worksheets">Appendix A - Evaluation Worksheets</a></li>
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<li><a href="#resources">Resources</a>
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<ul>
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<li><a href="#open-source-compliance-in-the-enterprise-2nd-edition">Open Source Compliance in the Enterprise (2nd Edition)</a></li>
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<li><a href="#open-source-audits-in-merger-and-acquisition-transactions">Open Source Audits in Merger and Acquisition Transactions</a></li>
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<li><a href="#practical-gpl-compliance">Practical GPL Compliance</a></li>
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<li><a href="#openchain-curriculum">OpenChain Curriculum</a></li>
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<li><a href="#compliance-basics-for-developers">Compliance Basics for Developers</a></li>
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<li><a href="#software-package-data-exchange-spdx">Software Package Data Exchange (SPDX)</a></li>
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<li><a href="#commercial-providers-of-software-composition-analysis-solutions">Commercial Providers* of Software Composition Analysis Solutions</a></li>
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<li><a href="#open-source-compliance-tools">Open Source Compliance Tools*</a></li>
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<li><a href="#open-source-in-ma-transactions">Open Source in M&amp;A Transactions</a></li>
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</ul></li>
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<li><a href="#feedback-and-future-revisions">Feedback and Future Revisions</a></li>
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<li><a href="#acknowledgments">Acknowledgments</a></li>
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<li><a href="#about-the-author">About the Author</a></li>
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</ul>
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</nav>
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<hr>
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<p><strong>A Contribution to the OpenChain Project</strong></p>
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<p>Ibrahim Haddad, Ph.D.</p>
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<h1 id="introduction">Introduction</h1>

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