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Warning
titleContent migrated

This page have been moved to https://github.com/finos/community/blob/master/governance/Software-Projects/Contribution-Compliance-Requirements.md


Table of Contents

Overview

To ensure that we have the legal right to distribute your contribution, the Foundation has three requirements for every contribution:

  1. Contributor License Agreement. Before contributing for the first time, every contributor (or their employer) must complete the appropriate contributor license agreement.
  2. License information. Projects and contributions must include certain license information, copyright notices, and other information.
  3. Third-party code compliance. Contributions that include third-party open source code must comply with applicable licenses and Foundation policies.


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These requirements are ongoing and may require action beyond the initial contribution. (For example, if a project incorporates new third-party open source code at some point after the initial contribution, the license notices may need to be updated.)


Requirements for Contributions

Contributor License Agreement

Each contribution to a Foundation open source project must be covered by a contributor license agreement (CLA). This is a legal agreement granting the Foundation the necessary rights (under copyright and patent laws) to distribute the contribution.

If your employer owns the rights to your contributions, you should submit a Corporate Contributor License Agreement (CCLA) signed by an authorized representative of your employer.

If you alone own the rights to your contributions, you should sign and submit an Individual Contributor License Agreement (ICLA).

If you change jobs after contributing to the Foundation under your previous employer's CCLA, please notify the Foundation so that we can ensure that an appropriate CLA is in place with you or your new employer.


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If your employer required you to sign an "employee invention assignment agreement" or similar terms when you were hired, it is possible that your employer owns the copyright even if the contribution was developed on your own time. If you have any question about which CLA you should submit, please contact us.


License Information

All Foundation projects must include certain license information and copyright notices. If you are contributing a new project, you must include LICENSE, and NOTICE files, as described below. If you are contributing to an existing project, you may need to add information to the NOTICE or (optionally) CONTRIBUTING file.

The LICENSE file

LICENSE file must be present at the root of each project, and must contain the text of the Apache License, Version 2.0.

The NOTICE file

A NOTICE file must be present at the root of each project, and must contain the copyright notices of each copyright holder who has contributed to the project. If you are contributing to an existing project, you should add (or update) your copyright notice in the NOTICE file. A sample NOTICE.md file (Markdown format) is provided in the project blueprint.  It must also contain any other attributions required by third-party dependencies (see below).  

You should use this template for your NOTICE file:

Code Block
languagetext
titleNOTICE Template
[PROJECT_NAME] - FINOS 
Copyright [XXXX-XXXX] [Copyright holder 1 - name and email] 
Copyright [XXXX-XXXX] [Copyright holder 2 - name and email] ... 
Copyright [XXXX-XXXX] [Copyright holder N - name and email] 

This product includes software developed at the Fintech Open Source Foundation (https://www.finos.org/). 

[Other notices, as necessary]



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Because contributions are licensed (not assigned) to the Foundation under our CLAs, contributors retain copyright to their work. Therefore, your copyright notice should identify yourself (or your employer) as the copyright holder, and not the Foundation.


The CONTRIBUTING file

The CONTRIBUTING file contains basic instructions to prospective contributors about how to make a contribution to the project – submitting a CLA, filing issues, making pull requests, etc. A sample CONTRIBUTING.md file (Markdown format) is provided in the project blueprint.  Project leads are free to revise to fit the practices and style of the project, but references to the Foundation's contribution requirements must be included.  While a CONTRIBUTING file is not required, we strongly encourage you to add one to your repository as early as possible.

Please note that Github will prompt this content when a user creates an issue or pull request, you can read more on GitHub Contributing Guidelines.

Source code license headers

For Activation, it's recommended that each source code file should include a license header comment. Most projects use the standard Apache-style header. Note that all copyright notices should go into a separate single NOTICE.md file at the root level (i.e., same level as README.md and CONTRIBUTING.md) of the GitHub/GitLab repository.

Code Block
languagetext
SPDX-License-Identifier: Apache-2.0 
Copyright [yyyy] FINOS [Project Name] contributors - see NOTICE file

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

    http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.

If space is at a premium, you are welcome to use an abbreviated version like the following:

Code Block
languagetext
SPDX-License-Identifier: Apache-2.0 
Copyright [yyyy] FINOS [Project Name] contributors - see NOTICE file

SPDX information

We encourage project teams to place a SPDX-format LICENSE.spdx file in the root of each project. SPDX is a standard for describing machine-readable license information about open source projects. For more information on SPDX, please see the SPDX website. See below for a basic example LICENSE.spdx file. For a tutorial on adding SPDX information to a project, see here.

Code Block
languagetext
titleLICENSE.spdx Example
collapsetrue
SPDXVersion: SPDX-2.1 
DataLicense: CC0-1.0 
Creator: John Smith (jsmith@acme.com) 
PackageName: example-project 
PackageOriginator: John Smith (jsmith@acme.com) 
PackageHomePage: https://github.com/finos-<program name>/example-project 
PackageLicenseDeclared: Apache-2.0

Third-Party Code Compliance

If your contribution includes any third-party open source code, the license for that code must permit its use within an Apache-licensed project, and the Foundation's use of the code must comply with the terms of the third-party license.

Identifying acceptable licenses

All Foundation projects must be licensed under the Apache License, Version 2.0 and the license for any third-party code must be compatible with this requirement. The Foundation categorizes open source licenses in the same way as the Apache Software Foundation:

  1. Category A licenses have similar terms to the Apache License. Contributions to the Foundation can include (or depend upon) code licensed under Category A licenses.

    • Examples: common variants of the BSD and MIT licenses; the Apache License.

  2. Category B licenses impose restrictions on downstream use of the third-party code, but permit the code to be included in an Apache-licensed project. Typically, these are "weak copyleft" licenses requiring that modifications to the third-party code be licensed "reciprocally" under the same license. Contributions can include (or depend upon) Category B code, but if the code itself is included with the contribution, you should include a notice in the CONTRIBUTING file as described below.

    • Examples: the CDDL, EPL, and MPL licenses.

  3. Category X licenses impose restrictions that prevent the code from being included in an Apache-licensed project. Because all Foundation projects must be Apache-licensed, the Foundation does not accept contributions with Category X dependencies.

    • Examples: most proprietary licenses; any version of the GPL, LGPL, or AGPL; Creative Commons Non-Commercial and No-Derivatives licenses.

Projects teams (and their PMCs) are expected to ensure that the license of each dependency meets these requirements at all times; committers can expedite this by carefully researching each dependency before adding it. Because all incompatibly licensed dependencies must be removed before the Foundation can accept a contribution, contributors should also take care to avoid them during their development on a fork.

Including required third-party notices

Depending how your contribution uses third-party open source software, you may need to add notices to the project you're contributing to.

If your contribution contains third-party code directly (i.e. not via an import or similar reference resolved by the build system or interpreter) you must include a copy of the applicable license and preserve any copyright notices, license information, disclaimers, and similar notices in the third-party code. You should also add a notice in the following form to the project's file:

Code Block
This project includes code from SuperWidget 1.2.3, which is licensed under a BSD-style license. For details, see lib/superwidget/.

If you have a LICENSE.spdx file in your repository, you should also update the PackageLicenseDeclared setting to use the appropriate SPDX license expression for your "mixed license" repository.

If your contribution contains Category B-licensed code directly, you must also add a notice in the following form to the project's NOTICE file:

Code Block
This project contains source code for SuperWidget 1.2.3, which is licensed under the Mozilla Public License, version 1.1. For details, see lib/superwidget/.

The purpose of this notice is to make contributors aware that their modifications to the Category B code will be governed by the terms of the Category B license.

If the third-party license requires specific notices, you must add them to the NOTICE file. For example, some open source licenses require that you include a description of any modifications made to the third-party code.

Validating license and notice information

When you make a contribution, the Foundation attempts to validate compliance with these requirements automatically using our Contrib Toolbox project. Contrib Toolbox checks for LICENSE and NOTICE files and, using the license information provided by build tools, attempts to validate that the licenses for any dependencies are acceptable Category A or Category B licenses.

However, no automated tool can resolve these questions definitively, so we depend upon our contributors, project teams and PMCs to ensure compliance with this policy at all times.