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10 Open Source Policy Templates & Examples

Nimrod Kramer Nimrod Kramer
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10 Open Source Policy Templates & Examples
Quick take

Explore 10 open source policy templates and examples for managing risks associated with open source software. Choose the best template for your organization's needs.

If your codebase pulls in even a handful of npm or PyPI packages, you already have an open source policy. It's just unwritten, which means it's inconsistent. A written policy turns ad-hoc decisions into something auditable, and the choice between permissive (MIT, Apache 2.0, BSD-3-Clause) and copyleft (GPL, AGPL, MPL) is a strategic call, not a religious one. Pick Apache 2.0 over MIT when patents are in play; pick MPL over GPL when you want file-level copyleft without infecting the whole product.

A good policy covers three things: using OSS, contributing to OSS projects, and releasing your own. The drivers worth naming are concrete: supply chain security through SBOM generation, scope-3 license compliance for anything you redistribute, and contributor IP clarity so a future acquirer's diligence doesn't surface surprises.

The risks it should address:

Risk

Description

Codebase

Vulnerabilities or quality issues in OSS code

Data Leakage

Sensitive data exposure through OSS usage

Dependency

Risks from relying on external OSS dependencies

Legal

License compliance and intellectual property issues

Operational

Operational risks from using unsupported OSS

Reputational

Damage to the organization's reputation

The following templates provide guidelines for open source usage, contributions, and governance:

Template

Focus

Key Features

Buffer Open Source Guide

Collaborating with community

Contributor expectations, OSPO role

Citi Guidelines

Contributing to projects

Contributor rules, license compliance, IP protection

eBay Open Source Website

Managing projects

Project management, community engagement, license compliance

GitLab Team Handbook

Collaborating on projects

Collaboration guidelines, contributor expectations, community engagement

Google OSPO Policies

Governing projects

Policy governance, license compliance, IP protection

Linux Foundation Template

Approving projects

Project approval, license compliance, IP protection

Microsoft Program

Managing projects

Project management, community engagement, license compliance

Red Hat Guidelines

Participating in projects

Participation guidelines, contributor expectations, community engagement

SUSE Policy

Governing projects

Policy governance, license compliance, IP protection

Yahoo Guide

Community collaboration

Contributor expectations, OSPO role

Choose the template that best aligns with your organization's open source strategy and requirements.

1. Buffer Open Source Guide

Policy Scope

Buffer's Open Source Guide outlines the company's approach to:

Key Points

  • Buffer encourages contributing to existing open source projects over creating new ones.
  • Employees can have their names attached to their contributions while Buffer retains the copyright.
  • Projects are released under appropriate open source licenses.

Implementation

To implement this policy, Buffer:

  1. Develops software openly whenever possible.

  2. Releases code under suitable open source licenses.

  3. Obtains copyright transfer when procuring code development.

Worth copying from Buffer: the default-to-open posture and the explicit copyright assignment from contractors. Most small teams forget the second part, then discover during an acquisition that a freelancer technically owns a slice of the codebase.

2. Citi Free and Open Source Software Contribution Guidelines

Policy Scope

Citi's guidelines cover:

Key Points

Guideline

Details

Employee Contributions

Employees are encouraged to contribute to open source projects, fostering collaboration and innovation.

Approval Required

Employees must obtain approval before contributing to open source projects.

Copyright Ownership

Citi retains the copyright to all employee contributions.

Implementation

To implement these guidelines, Citi:

  1. Has a review process for open source project contributions. 2. Ensures employees understand open source license terms and conditions. 3. Monitors and tracks employee contributions to open source projects.

Citi's model fits regulated environments where every external commit is a potential disclosure event. The pre-approval gate adds friction, but for banks, healthcare, and defense it's the right trade. Outside those industries it's overkill and will kill contribution velocity.

3. eBay Open Source Website

eBay

What It Covers

eBay's open source website is a hub for developers to contribute to the company's open source projects. It promotes open source development and collaboration.

Key Features

The website features a collection of eBay's open source projects that are open for contributions from developers. It provides resources and guidelines to help developers get started with contributing.

How It Works

To implement its open source policy, eBay:

  1. Encourages Contributions: Developers are encouraged to contribute to eBay's open source projects, fostering a culture of collaboration and innovation.

  2. Provides Resources: The website offers resources and guidelines to help developers contribute to eBay's open source projects.

  3. Fosters Community-Driven Development: Contributions are reviewed and approved in a timely manner, promoting a community-driven approach to open source development.

Feature

Description

Project Collection

A collection of eBay's open source projects open for contributions.

Getting Started Guides

Resources and guidelines to help developers contribute to projects.

Contribution Review

Contributions are reviewed and approved, fostering community-driven development.

eBay's approach is the lightweight end of the spectrum: a public hub, clear contribution paths, and not much policy machinery. It works because most of their flagship projects (NMState, Beam, tsv-utils) ship under Apache 2.0, which handles patent grants and attribution without a lot of additional paperwork.

4. GitLab Team Handbook

GitLab

Open Source Policy Overview

GitLab's Team Handbook provides guidelines for employees on open source development, contributions, and usage. The policy covers:

  • Open-sourcing projects
  • Contributing to third-party open source projects
  • Using open source libraries

Key Guidelines

Open-Sourcing Projects

  • Considerations for licensing, publication, and approvals
  • Procedures for open-sourcing projects

Contributing to Open Source

  • Contributor license agreements
  • Merge request processes for third-party projects

Using Open Source Libraries

  • List of acceptable and unacceptable licenses
  • Email address for inquiries about license usage

Implementation

To implement their open source policy, GitLab:

  1. Encourages Open Source Development
    • Provides resources and guidelines for open-sourcing projects
  2. Promotes Community Collaboration
    • Timely contribution reviews and approvals
    • Community-driven approach to open source development
  3. Offers Clear Licensing Guidelines
    • Outlines acceptable and unacceptable licenses
    • Ensures awareness of implications when using open source libraries

Guideline

Details

Open-Sourcing

Guidelines for licensing, publication, and approvals

Contributing

Contributor agreements and merge request processes

Using Libraries

List of acceptable/unacceptable licenses, inquiry email

5. Google OSPO Policies

What the Policies Cover

Google's Open Source Program Office (OSPO) policies provide guidelines for:

The policies ensure Google's open-source activities align with the company's goals and values.

Key Guidelines

Guideline

Details

Open-Sourcing Code

Detailed guidelines for open-sourcing code

Contributing

Guidelines for contributing to open-source projects

Using Libraries

Acceptable and unacceptable licenses for open-source libraries

Inclusive Language

Using inclusive language in open-source projects and communities

Code of Conduct

Code of conduct for open-source projects and communities

Security

Security policy for open-source projects and libraries

Implementation

  1. Resources and Guidelines

Google provides resources and guidelines for employees to:

  • Open-source code
  • Contribute to open-source projects
  • Use open-source libraries
  1. Community Collaboration

Google encourages community collaboration and participation in open-source projects and communities.

  1. Review and Approval

Google reviews and approves open-source projects to ensure they align with the company's goals and values.

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6. Linux Foundation Open Source Approval Form Template

Linux Foundation

What It Covers

The Linux Foundation Open Source Approval Form Template helps companies establish a process for reviewing and approving the use of Free and Open Source Software (FOSS) in their products.

Key Details

The template requires the following information for FOSS usage requests:

Information

Description

FOSS Component

The open source software being requested

Product Usage

The product and context where it will be used

Licensing

The licensing terms and conditions

Risks and Mitigation

Potential risks and strategies to address them

How to Use It

To implement this template, companies should:

  1. Establish a Review Process
  • Set up an Open Source Review Board (OSRB) to evaluate FOSS requests
  • Define a clear process for submitting and reviewing requests
  1. Provide Training and Resources
  • Train developers and reviewers on using the template
  • Offer resources on FOSS compliance and risk management
  1. Document and Track Approvals
  • Maintain records of all approved FOSS components
  • Track usage to ensure compliance with licensing terms

7. Microsoft Open Source Program

What It Covers

The Microsoft Open Source Program provides guidelines for using and contributing to open source software within the company. It aims to:

  • Allow employees to contribute to open source projects
  • Protect Microsoft's intellectual property
  • Ensure compliance with open source licenses

Key Features

Feature

Description

Registration & Approval

All open source components must be registered and approved before use.

Distribution Requirements

Employees must comply with requirements like generating NOTICE files and providing source code when distributing open source components.

Contribution Guidelines

Guidelines for contributing to open source projects, including contribution policy, small changes, and larger changes.

Compliance

Ensures all open source components comply with relevant licenses and regulations.

Implementation Guidelines

  1. Establish a Clear Policy

Develop a clear policy for using and contributing to open source software within the company.

  1. Provide Training and Resources

Offer training and resources to employees on:

  • Open source compliance
  • Risk management
  • Contribution guidelines
  1. Establish a Review Process

Set up a review process for open source requests, including:

  • A clear process for submitting requests
  • A process for reviewing requests
  1. Document and Track Approvals
  • Maintain records of all approved open source components
  • Track usage to ensure compliance with licensing terms

Microsoft's program is the heaviest of the ten and reads that way. The registration-before-use gate plus mandatory NOTICE file generation is the right model when you're shipping commercial software at scale. For an early-stage startup, lifting Microsoft's policy wholesale will create more review queues than shipped code.

8. Red Hat Open Source Participation Guidelines

Red Hat

What the Guidelines Cover

The Red Hat Open Source Participation Guidelines outline the company's approach to contributing to and participating in open source projects. The guidelines cover:

  • Contributing changes and improvements to open source projects before including them in Red Hat products ("upstream first")
  • Contributing to existing open source projects, including those led by competitors
  • Considering existing open source alternatives before starting new projects

Key Points

Guideline

Details

Upstream First

Red Hat aims to contribute changes and improvements to open source projects before including them in their products.

Contributing to Existing Projects

Red Hat associates are free to participate in and contribute to existing open source projects, even those led by competitors.

Starting New Projects

Associates are encouraged to consider existing open source alternatives before starting new projects.

Implementation

  1. Understand the Guidelines

Familiarize yourself with the Red Hat Open Source Participation Guidelines to ensure compliance with the company's open source policies.

  1. Participate Actively

Encourage active participation in open source projects, including:

  • Contributing code
  • Reporting bugs
  • Engaging with the community
  1. Respect Upstream Projects

Ensure that contributions to upstream projects follow the project's guidelines and governance model.

  1. Document Contributions

Maintain records of contributions made to open source projects, including:

  • Code changes
  • Bug reports
  • Community engagement

9. SUSE Open Source Policy

SUSE

What It Covers

The SUSE Open Source Policy provides guidelines for:

  • Managing open source software code
  • Using the Open Build Service
  • Conducting legal reviews

Key Points

Guideline

Details

Source Code Management

Keep a copy of the source code for all redistributed software. Create a bill of materials. Follow the "Upstream First" approach.

Open Build Service

Use the Open Build Service to reduce maintenance effort and leverage the community ("Factory First" approach).

Legal Reviews

Conduct legal reviews of distributed code to ensure compliance with open source licenses and identify any legal issues.

Implementation

To follow the SUSE Open Source Policy, contributors should:

  1. Study Project Guidelines
  • Understand the contribution guidelines for the specific project.
  • Familiarize yourself with the project structure, upstream, and related processes.
  1. Contribute to Upstream Projects
  • Follow the guidelines for contributing to open source projects for all individual upstream projects.
  1. Conduct Legal Reviews
  • Review the code being distributed to ensure compliance with open source licenses.
  • Identify and address any legal issues.

10. Yahoo Open Source Guide

What It Covers

The Yahoo Open Source Guide provides a framework for managing open source projects within the company. It covers:

  • Collaborating with the open source community
  • Expectations for contributors
  • The role of the Open Source Program Office (OSPO)

Key Features

Feature

Description

Community Collaboration

Encourages working with the open source community to solve shared problems

Contributor Expectations

Outlines expectations for contributors, including following the Code of Conduct and open source principles

OSPO Role

Defines the OSPO's role in governing, managing, and supporting open source projects

Implementation Guidelines

To effectively implement the Yahoo Open Source Guide:

  1. Collaborate with the Community: Encourage open communication and collaboration with the open source community to drive innovation and solve shared problems.
  2. Set Clear Contributor Expectations: Ensure contributors understand the expectations and guidelines for participating in open source projects, including following the Code of Conduct.
  3. Utilize the OSPO: Use the OSPO to provide governance, management, and support for open source projects, ensuring compliance with open source licenses and company policies.

Policy Feature Comparison

When choosing an open source policy template, consider the key features and guidelines of each option. Here's a comparison:

Template

Policy Focus

Key Features

Implementation Guidelines

Buffer Open Source Guide

Collaborating with open source community

Community collaboration, contributor expectations, Open Source Program Office (OSPO) role

Collaborate with community, set contributor expectations, utilize OSPO

Citi Guidelines

Contributing to open source projects

Contributor guidelines, license compliance, intellectual property protection

Follow contributor guidelines, comply with licenses, protect intellectual property

eBay Open Source Website

Managing open source projects

Project management, community engagement, license compliance

Manage projects, engage community, comply with licenses

GitLab Team Handbook

Collaborating on open source projects

Collaboration guidelines, contributor expectations, community engagement

Collaborate effectively, set contributor expectations, engage community

Google OSPO Policies

Governing open source projects

Policy governance, license compliance, intellectual property protection

Govern policies, comply with licenses, protect intellectual property

Linux Foundation Template

Approving open source projects

Project approval, license compliance, intellectual property protection

Approve projects, comply with licenses, protect intellectual property

Microsoft Program

Managing open source projects

Project management, community engagement, license compliance

Manage projects, engage community, comply with licenses

Red Hat Guidelines

Participating in open source projects

Participation guidelines, contributor expectations, community engagement

Participate effectively, set contributor expectations, engage community

SUSE Policy

Governing open source projects

Policy governance, license compliance, intellectual property protection

Govern policies, comply with licenses, protect intellectual property

Yahoo Guide

Collaborating with open source community

Community collaboration, contributor expectations, OSPO role

Collaborate with community, set contributor expectations, utilize OSPO

This table provides an overview of each template's key features and implementation guidelines. Compare these to choose the best fit for your organization's open source policy needs.

Choosing the Right Open Source Policy

Don't pick a template by company size or brand recognition. Pick by where your friction lives.

If the friction is contribution velocity (developers want to push fixes upstream and bureaucracy is in the way), start with GitLab's handbook or Red Hat's upstream-first guidelines. Both assume contribution is the default and define the exceptions.

If the friction is license risk in your distributed product (you ship binaries, firmware, or installers and a GPL component would force source disclosure), start with the Linux Foundation approval template plus SUSE's source-management practices. Pair that with an SBOM workflow (Syft, CycloneDX) so you can answer license-audit questions in minutes, not weeks.

If the friction is IP clarity for a future fundraise or acquisition, copy Citi's pre-approval gate and Buffer's copyright-assignment language. The diligence team will thank you.

If you don't have an OSPO yet and won't for two years, skip Google's policies. They assume staffing you don't have. Yahoo's lighter framework is closer to your reality.

One practical rule: write your acceptable-license list before you write anything else. "Apache 2.0, MIT, BSD-2/3-Clause, ISC, MPL 2.0 are allowed; GPL/AGPL require legal review; any license not on this list is forbidden by default" closes 90% of the decisions you'll otherwise have to make case by case.

Comparing Policy Templates

To help you choose, here's a comparison of the key features and implementation guidelines for each template:

Template

Focus

Key Features

Implementation Guidelines

Buffer Open Source Guide

Community collaboration

Contributor expectations, OSPO role

Collaborate with community, set contributor rules, utilize OSPO

Citi Guidelines

Contributing to projects

Contributor guidelines, license compliance, IP protection

Follow contributor rules, comply with licenses, protect IP

eBay Open Source Website

Managing projects

Project management, community engagement, license compliance

Manage projects, engage community, comply with licenses

GitLab Team Handbook

Collaborating on projects

Collaboration guidelines, contributor expectations, community engagement

Collaborate effectively, set contributor rules, engage community

Google OSPO Policies

Governing projects

Policy governance, license compliance, IP protection

Govern policies, comply with licenses, protect IP

Linux Foundation Template

Approving projects

Project approval, license compliance, IP protection

Approve projects, comply with licenses, protect IP

Microsoft Program

Managing projects

Project management, community engagement, license compliance

Manage projects, engage community, comply with licenses

Red Hat Guidelines

Participating in projects

Participation guidelines, contributor expectations, community engagement

Participate effectively, set contributor rules, engage community

SUSE Policy

Governing projects

Policy governance, license compliance, IP protection

Govern policies, comply with licenses, protect IP

Yahoo Guide

Community collaboration

Contributor expectations, OSPO role

Collaborate with community, set contributor rules, utilize OSPO

Review this table to identify the template that best aligns with your organization's open source strategy and requirements.

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