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PLAYBOOK TEMPLATES
Technology Transfer Agreement
A Technology Transfer Agreement facilitates the sharing or commercialization of proprietary technology between parties. This playbook provides guidance on ownership rights, confidentiality, and obligations to support the transfer process.
Audit and Reporting
Negotiation strategy
Ensure the audit clause allows for annual audits with access to all relevant records. Specify the process for addressing discrepancies to protect revenue.
Negotiate for reasonable audit frequency and ensure that the audit process does not disrupt business operations. Clarify the scope of records accessible during audits.
Essential elements
1
Audit Frequency
Specifies how often audits occur.
2
Record Access
Defines scope of accessible records.
3
Discrepancy Resolution
Outlines process for resolving issues.
Action framework
ACCEPT
Propose edits if audit frequency is too high or access to records is too broad.
EDIT
Reject if the clause lacks a clear process for resolving discrepancies.
ADD
Add language if audit rights are missing or insufficient.
PRO TIP
Ensure audit rights align with industry standards and the company's risk tolerance.
Example clauses
FAVORABLE
Preferred Audit Clause
"The Licensee shall maintain complete and accurate records of all transactions under this Agreement. The Licensor shall have the right to audit these records once per year, with at least 30 days' notice, to verify compliance and accuracy of royalty payments."
NEUTRAL
Fallback Audit Clause
"The Licensee agrees to provide quarterly reports of usage and financials, with the Licensor having the right to request an audit if discrepancies are suspected."
UNFAVORABLE
Inadequate Audit Rights
"The Licensee may provide records at their discretion, with no specified audit rights for the Licensor."
Fallbacks
High-Risk Jurisdictions
In high-risk jurisdictions, require more frequent audits or additional reporting to mitigate compliance issues.
Strategic Partnerships
For strategic partners with a history of compliance, consider less frequent audits but maintain robust reporting requirements.
Emerging Markets
In emerging markets, ensure audit clauses are adaptable to local regulations and business practices.
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WEEK 3
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WEEK 4
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