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Non disclosure agreement checklist

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Non-Disclosure Agreement Checklist

Formal

Is the agreement unilateral or bilateral, and is this choice appropriate?

Is it clear who the parties to the agreement are?

Is the start date of the agreement set?

Is the purpose and context of the agreement explained?

Does the agreement sufficiently describe its purpose?

Is it clear in what context information will be exchanged?

Is “confidential information” defined?

Is confidential information defined accurately?

Does it include a mention of trade secrets?

Are the carveouts mentioned in the document present?

Are there clear procedures to mark information as confidential?

Is there a requirement to identify in writing whether the information is confidential?

Is it clear when information that was conveyed verbally should be considered confidential?

Are the necessary exceptions to what encompasses confidential information present?

Ensure that the following are excluded from the definition of confidential information: - Publicly available information - Already in possession of the recipient at the time of the disclosure - Rightfully received by the recipient from a third party without confidentiality obligations - Independently developed by the recipient without use of the confidential information - Disclosure required by law or regulation

Does the agreement sufficiently restrict what can be done with confidential information?

Does the agreement sufficiently prohibit the disclosure of confidential information?

Does the agreement prohibit the use of confidential information for any other purpose than the purpose stated in the agreement?

Is there a need‐to‐know restriction?

Does the agreement state that recipient personnel and contractors will get access on a need-to-know basis only?

Term

Does the agreement have a clearly defined term during which information is kept confidential?

Can the non-disclosure agreement be terminated?

Does the agreement allow for termination for convenience?

Breach

Does the agreement describe what is expected from the parties in case a breach occurs?

Is there a requirement to return or destroy confidential information at the end of the agreement?

Does the agreement describe what needs to be done with confidential information of the other party in case of termination?

Should there be a provision allowing the recipient to retain a copy of the discloser’s confidential information for regulatory or evidentiary purposes?

Are intellectual property rights issues sufficiently covered?

Does the agreement mention that each of the parties retains control over their intellectual property rights?

Is there an arrangement for cases in which a party creates derivative works based on the other party’s confidential information?

Should there be a clause prohibiting reverse engineering?

Is our liability limited?

Are warranties, disclaimers and limitation of liability addressed?

Are indirect damages excluded?

Are the following common clauses present in the agreement?

Entire agreement (clause stating that the agreement forms the entire agreement between the parties). Is this correct?

Export compliance. Is this required?

Notifications (clause describing how notifications are given). Can notifications be made other than in writing?

Applicable law and jurisdiction. In case of a dispute, is it clear where to go?

Severability (clause stating that in case part of the agreement is found invalid, other parts will still be valid). Is the use of this clause appropriate?

Survival (clause enumerating the clauses that will still be in force when the agreement expires). Is the use of this clause appropriate?

No partnership (clause confirming that there is no joint venture / partnership between the parties to the agreement). Is the use of this clause appropriate?

Confirmation

Name & Signature

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This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.