@open-agreements/open-agreements 0.5.0 → 0.7.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +6 -4
- package/content/external/yc-safe-discount/metadata.yaml +1 -0
- package/content/external/yc-safe-mfn/metadata.yaml +1 -0
- package/content/external/yc-safe-pro-rata-side-letter/metadata.yaml +1 -0
- package/content/external/yc-safe-valuation-cap/metadata.yaml +1 -0
- package/content/recipes/nvca-certificate-of-incorporation/computed.json +21 -0
- package/content/recipes/nvca-certificate-of-incorporation/metadata.yaml +19 -0
- package/content/recipes/nvca-certificate-of-incorporation/replacements.json +52 -7
- package/content/recipes/nvca-certificate-of-incorporation/selections-roadmap.md +20 -23
- package/content/recipes/nvca-certificate-of-incorporation/selections.json +95 -0
- package/content/recipes/nvca-indemnification-agreement/metadata.yaml +5 -0
- package/content/recipes/nvca-indemnification-agreement/replacements.json +5 -30
- package/content/recipes/nvca-investors-rights-agreement/metadata.yaml +1 -0
- package/content/recipes/nvca-management-rights-letter/metadata.yaml +1 -0
- package/content/recipes/nvca-rofr-co-sale-agreement/metadata.yaml +1 -0
- package/content/recipes/nvca-rofr-co-sale-agreement/replacements.json +3 -59
- package/content/recipes/nvca-stock-purchase-agreement/computed.json +30 -0
- package/content/recipes/nvca-stock-purchase-agreement/metadata.yaml +20 -16
- package/content/recipes/nvca-stock-purchase-agreement/replacements.json +7 -7
- package/content/recipes/nvca-stock-purchase-agreement/selections.json +43 -0
- package/content/recipes/nvca-voting-agreement/metadata.yaml +1 -0
- package/content/templates/bonterms-mutual-nda/metadata.yaml +1 -0
- package/content/templates/bonterms-mutual-nda/signing.yaml +35 -0
- package/content/templates/bonterms-mutual-nda/template.docx +0 -0
- package/content/templates/bonterms-professional-services-agreement/metadata.yaml +1 -0
- package/content/templates/closing-checklist/metadata.yaml +1 -0
- package/content/templates/common-paper-ai-addendum/metadata.yaml +1 -0
- package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml +1 -0
- package/content/templates/common-paper-amendment/metadata.yaml +1 -0
- package/content/templates/common-paper-business-associate-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-cloud-service-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-csa-click-through/metadata.yaml +1 -0
- package/content/templates/common-paper-csa-with-ai/metadata.yaml +1 -0
- package/content/templates/common-paper-csa-with-sla/metadata.yaml +1 -0
- package/content/templates/common-paper-csa-without-sla/metadata.yaml +1 -0
- package/content/templates/common-paper-data-processing-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-design-partner-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-letter-of-intent/metadata.yaml +1 -0
- package/content/templates/common-paper-mutual-nda/metadata.yaml +1 -0
- package/content/templates/common-paper-one-way-nda/metadata.yaml +1 -0
- package/content/templates/common-paper-order-form/metadata.yaml +1 -0
- package/content/templates/common-paper-order-form-with-sla/metadata.yaml +1 -0
- package/content/templates/common-paper-partnership-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-pilot-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-professional-services-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-software-license-agreement/metadata.yaml +1 -0
- package/content/templates/common-paper-statement-of-work/metadata.yaml +1 -0
- package/content/templates/common-paper-term-sheet/metadata.yaml +1 -0
- package/content/templates/openagreements-employee-ip-inventions-assignment/metadata.yaml +1 -0
- package/content/templates/openagreements-employee-ip-inventions-assignment/template.docx +0 -0
- package/content/templates/openagreements-employment-confidentiality-acknowledgement/metadata.yaml +1 -0
- package/content/templates/openagreements-employment-confidentiality-acknowledgement/template.docx +0 -0
- package/content/templates/openagreements-employment-offer-letter/metadata.yaml +1 -0
- package/content/templates/openagreements-employment-offer-letter/template.docx +0 -0
- package/content/templates/openagreements-restrictive-covenant-wyoming/metadata.yaml +236 -0
- package/content/templates/openagreements-restrictive-covenant-wyoming/practice-note.md +103 -0
- package/content/templates/openagreements-restrictive-covenant-wyoming/template.docx +0 -0
- package/content/templates/openagreements-restrictive-covenant-wyoming/template.md +154 -0
- package/content/templates/working-group-list/metadata.yaml +1 -0
- package/dist/commands/list.js +6 -3
- package/dist/commands/list.js.map +1 -1
- package/dist/core/employment/jurisdiction-rules.d.ts.map +1 -1
- package/dist/core/employment/jurisdiction-rules.js +69 -0
- package/dist/core/employment/jurisdiction-rules.js.map +1 -1
- package/dist/core/employment/memo.d.ts.map +1 -1
- package/dist/core/employment/memo.js +127 -0
- package/dist/core/employment/memo.js.map +1 -1
- package/dist/core/engine.d.ts.map +1 -1
- package/dist/core/engine.js +16 -2
- package/dist/core/engine.js.map +1 -1
- package/dist/core/fill-pipeline.d.ts +8 -0
- package/dist/core/fill-pipeline.d.ts.map +1 -1
- package/dist/core/fill-pipeline.js +63 -4
- package/dist/core/fill-pipeline.js.map +1 -1
- package/dist/core/metadata.d.ts +2 -0
- package/dist/core/metadata.d.ts.map +1 -1
- package/dist/core/metadata.js +1 -0
- package/dist/core/metadata.js.map +1 -1
- package/dist/core/recipe/computed.d.ts +1 -0
- package/dist/core/recipe/computed.d.ts.map +1 -1
- package/dist/core/recipe/computed.js +8 -0
- package/dist/core/recipe/computed.js.map +1 -1
- package/dist/core/recipe/index.d.ts.map +1 -1
- package/dist/core/recipe/index.js +2 -1
- package/dist/core/recipe/index.js.map +1 -1
- package/dist/core/recipe/patcher.d.ts +2 -1
- package/dist/core/recipe/patcher.d.ts.map +1 -1
- package/dist/core/recipe/patcher.js +3 -2
- package/dist/core/recipe/patcher.js.map +1 -1
- package/dist/core/recipe/replacement-keys.d.ts +7 -0
- package/dist/core/recipe/replacement-keys.d.ts.map +1 -1
- package/dist/core/recipe/replacement-keys.js +4 -0
- package/dist/core/recipe/replacement-keys.js.map +1 -1
- package/dist/core/recipe/verifier.d.ts +2 -1
- package/dist/core/recipe/verifier.d.ts.map +1 -1
- package/dist/core/recipe/verifier.js.map +1 -1
- package/dist/core/selector.d.ts +2 -0
- package/dist/core/selector.d.ts.map +1 -1
- package/dist/core/selector.js +194 -19
- package/dist/core/selector.js.map +1 -1
- package/dist/core/signing-config.d.ts +46 -0
- package/dist/core/signing-config.d.ts.map +1 -0
- package/dist/core/signing-config.js +67 -0
- package/dist/core/signing-config.js.map +1 -0
- package/dist/core/template-listing.d.ts +1 -0
- package/dist/core/template-listing.d.ts.map +1 -1
- package/dist/core/template-listing.js +3 -2
- package/dist/core/template-listing.js.map +1 -1
- package/dist/core/unified-pipeline.d.ts +5 -1
- package/dist/core/unified-pipeline.d.ts.map +1 -1
- package/dist/core/unified-pipeline.js +51 -0
- package/dist/core/unified-pipeline.js.map +1 -1
- package/dist/core/validation/recipe.d.ts.map +1 -1
- package/dist/core/validation/recipe.js +34 -4
- package/dist/core/validation/recipe.js.map +1 -1
- package/dist/core/validation/scan-metadata.d.ts +2 -1
- package/dist/core/validation/scan-metadata.d.ts.map +1 -1
- package/dist/core/validation/scan-metadata.js +3 -2
- package/dist/core/validation/scan-metadata.js.map +1 -1
- package/package.json +8 -4
- package/server.json +2 -2
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name: NVCA Model Stock Purchase Agreement
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category: venture-financing
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description: >-
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Series preferred stock purchase agreement for venture capital financings, covering purchase terms, representations,
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and closing conditions.
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@@ -52,30 +53,33 @@ fields:
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type: string
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description: Optional word inserted before Closing in bracketed templates
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default: ""
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- name:
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type:
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description:
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default: ""
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- name:
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type:
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description:
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default: ""
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- name: include_convertible_securities
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type: boolean
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description: Include convertible securities conversion clause in Section 1.1(b)
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default: "false"
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- name: include_closing_reference
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type: boolean
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description: Include "with respect to such Closing" bracket in purchase clause
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default: "false"
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- name: purchaser_scope
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type: string
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description: Convertible securities consent scope word — set by computed.json from bind_all_convertible_holders_to_convert
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- name: optional_plural_suffix
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type: string
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description: Optional plural suffix
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default: ""
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description: Optional plural suffix — set by computed.json defaults
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- name: closing_heading
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type: string
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description: Heading text
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default: Initial Closing.
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description: Heading text — set by computed.json defaults
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- name: initial_word_lower
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type: string
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description: Lowercase
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default: initial
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description: Lowercase qualifier — set by computed.json defaults and rules
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- name: initial_word_title
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type: string
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description: Titlecase
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-
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description: Titlecase qualifier — set by computed.json defaults and rules
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- name: bind_all_convertible_holders_to_convert
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type: boolean
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description: Purchasers agree on behalf of all convertible security holders to convert (not just their own)
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default: "true"
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- name: closing_type
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type: enum
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description: Single closing or additional closings
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"purchase price of $ > [__]": "{purchase_price_per_share}",
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"such Series > [__]": "{series_designation}",
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"[applicable]": "{applicable_word}",
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"[
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"[or, as applicable, a purchase price of $[___] per share with respect to the shares of Series [____] Preferred Stock being issued [in the Initial Closing] pursuant to any cancellation or conversion of Convertible Securities (as defined below) as set forth in Section 1.3 below]": "{optional_clause_text}",
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"[such/all]": "{purchaser_scope}",
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"Closing > [s]": "{optional_plural_suffix}",
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"[Initial Closing.]": "{closing_heading}",
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"[initial]": "{initial_word_lower}",
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"[Initial]": "{initial_word_title}",
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"[Initial/applicable]": "{initial_word_title}",
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"[applicable/Initial]": "{initial_word_title}",
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"[Initial Closing.]": { "value": "{closing_heading}", "format": { "underline": true } },
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"[initial] ": "{initial_word_lower}",
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"[Initial] ": "{initial_word_title}",
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"[Initial/applicable] ": "{initial_word_title}",
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"[applicable/Initial] ": "{initial_word_title}",
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"[Initial][applicable] ": "{initial_word_title}",
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"[location]": "{arbitration_location}",
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"[judicial district]": "{judicial_district}",
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"[Balance Sheet Date]": "{balance_sheet_date}",
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"type": "checkbox",
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"standalone": true,
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"markerless": true,
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"subClauseStopPatterns": ["^Closing Deliverables", "^Defined Terms"],
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"options": [
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{
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"marker": "Additional Closings",
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"replaceWith": "[Reserved]"
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}
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]
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},
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{
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"id": "tranche_closing_clause",
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"type": "checkbox",
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"standalone": true,
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"markerless": true,
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"inline": true,
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"options": [
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{
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"marker": ", [Each Purchaser at the Initial Closing shall be obligated to purchase that number of Tranche Closing Shares (as defined below) as is set forth opposite such Purchaser's name on Exhibit A under the heading \"Tranche Closing Shares\" (as to any Purchaser, its \"Tranche Closing Shares\"), as provided in Section [1.2(c)] below.]",
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"trigger": { "field": "include_tranche_closing", "equals": true },
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"replaceWith": ""
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}
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]
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},
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{
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"id": "convertible_securities_clause",
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"type": "checkbox",
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"standalone": true,
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"markerless": true,
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"inline": true,
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"options": [
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{
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"marker": "[or, as applicable, a purchase price of $[___] per share with respect to the shares of Series [____] Preferred Stock being issued [in the Initial Closing] pursuant to any cancellation or conversion of Convertible Securities (as defined below) as set forth in Section 1.3 below]",
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"trigger": { "field": "include_convertible_securities", "equals": true },
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"replaceWith": ""
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}
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]
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},
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{
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"id": "closing_reference_bracket",
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"type": "checkbox",
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"standalone": true,
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"markerless": true,
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"inline": true,
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"options": [
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{
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"marker": "[with respect to such Closing]",
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"trigger": { "field": "include_closing_reference", "equals": true },
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"replaceWith": ""
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}
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]
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}
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]
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}
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signers:
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- role: party_1
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nameField: party_1_name
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signatureField: sig_party_1
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dateField: date_party_1
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routingOrder: 1
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- role: party_2
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nameField: party_2_name
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signatureField: sig_party_2
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dateField: date_party_2
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routingOrder: 2
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providerAnchors:
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docusign:
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sig_party_1: "/sn1/"
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sig_party_2: "/sn2/"
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date_party_1: "/ds1/"
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date_party_2: "/ds2/"
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dropboxsign:
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sig_party_1: "[sig|req|signer1]"
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sig_party_2: "[sig|req|signer2]"
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date_party_1: "[date|req|signer1]"
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date_party_2: "[date|req|signer2]"
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adobesign:
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sig_party_1: "{{sig1_es_:signer1:signature}}"
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sig_party_2: "{{sig2_es_:signer2:signature}}"
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date_party_1: "{{date1_es_:signer1:date}}"
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date_party_2: "{{date2_es_:signer2:date}}"
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pandadoc:
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sig_party_1: "{{signature:party_1}}"
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sig_party_2: "{{signature:party_2}}"
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date_party_1: "{{date:party_1}}"
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date_party_2: "{{date:party_2}}"
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emailSubjectTemplate: "Bonterms Mutual NDA — {{party_1_name}} / {{party_2_name}}"
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Binary file
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name: Common Paper AI Addendum
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category: data-compliance
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description: >-
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An AI addendum cover page and standard terms, based on Common Paper's standard form. Adds AI-specific provisions to an
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existing agreement, covering model training, input/output rights, and AI usage policies.
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name: Common Paper Business Associate Agreement
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category: data-compliance
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description: >-
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A HIPAA business associate agreement cover page and standard terms, based on Common Paper's standard form. Covers the
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use and protection of protected health information (PHI) between a covered entity and a business associate.
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name: Common Paper Cloud Service Agreement
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category: sales-licensing
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description: >-
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A cloud service agreement with order form and framework terms, based on Common Paper's standard terms. Covers SaaS
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subscriptions, payment, SLAs, liability, and data processing. Includes full Standard Terms v2.1.
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name: Common Paper CSA Click-Through
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category: sales-licensing
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description: >-
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A click-through cloud service agreement based on Common Paper's standard terms. Designed for self-serve SaaS products
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where the customer accepts terms online rather than negotiating a paper agreement.
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name: Common Paper CSA With AI
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category: sales-licensing
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description: >-
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A cloud service agreement with AI provisions, key terms, and standard terms, based on Common Paper's standard form.
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Extends the standard CSA with AI-specific terms covering model training, input/output rights, and AI usage policies.
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name: Common Paper CSA With SLA
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category: sales-licensing
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description: >-
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A cloud service agreement with SLA provisions, key terms, and standard terms, based on Common Paper's standard form.
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Includes uptime targets, response times, and support schedules alongside full CSA terms.
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name: Common Paper Data Processing Agreement
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category: data-compliance
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description: >-
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A data processing agreement cover page and standard terms, based on Common Paper's standard form. Covers GDPR and data
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protection compliance, including processor/controller roles, data transfers, subprocessors, and security measures.
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name: Common Paper Design Partner Agreement
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category: deals-partnerships
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description: >-
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A design partner agreement cover page and standard terms, based on Common Paper's standard form. Covers partnerships
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where a company provides early access to a product in development in exchange for feedback and collaboration.
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name: Common Paper Independent Contractor Agreement
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category: professional-services
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description: >-
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An independent contractor agreement based on Common Paper's standard form. Covers the engagement of an independent
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contractor, including scope of services, rates, payment, timeline, and governing law.
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name: Common Paper One-Way NDA
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category: confidentiality
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description: >-
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A one-way (unilateral) non-disclosure agreement cover page based on Common Paper's standard terms. The Discloser
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shares confidential information with the Receiver, but not vice versa. References the Standard Terms posted at
|
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@@ -1,4 +1,5 @@
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name: Common Paper Order Form
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category: sales-licensing
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description: >-
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An order form template for cloud service agreements, based on Common Paper's standard form. References existing Key
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Terms and covers subscription details, fees, pilot period, payment, and professional services.
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name: Common Paper Order Form with SLA
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category: sales-licensing
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description: >-
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An order form template with service level agreement (SLA) provisions, based on Common Paper's standard form. Extends
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the standard order form with uptime targets, response times, and support schedules.
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name: Common Paper Partnership Agreement
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category: deals-partnerships
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description: >-
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A partnership agreement cover page and standard terms, based on Common Paper's standard form. Covers business
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partnerships including obligations, fees, territory, liability, and data processing.
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name: Common Paper Pilot Agreement
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category: deals-partnerships
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description: >-
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A pilot agreement cover page and standard terms, based on Common Paper's standard form. Covers trial or pilot periods
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|
for cloud services, including fees, support, and liability provisions.
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@@ -1,4 +1,5 @@
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name: Common Paper Professional Services Agreement
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category: professional-services
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description: >-
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A professional services agreement with key terms, statement of work, and standard terms, based on Common Paper's
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standard form. Covers consulting and professional services engagements including deliverables, IP ownership, fees, and
|
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name: Common Paper Software License Agreement
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category: sales-licensing
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description: >-
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|
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4
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Standard terms for a software license agreement, based on Common Paper's standard form. Provides the framework terms
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for on-premise software licensing, to be used with a separate cover page and order form.
|
|
@@ -1,4 +1,5 @@
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name: Common Paper Statement of Work
|
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category: professional-services
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3
|
description: >-
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|
A statement of work template for professional services engagements, based on Common Paper's standard form. References
|
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a PSA or CSA Key Terms and covers scope, deliverables, timeline, fees, and expenses.
|
|
Binary file
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package/content/templates/openagreements-employment-confidentiality-acknowledgement/template.docx
CHANGED
|
Binary file
|
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@@ -0,0 +1,236 @@
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+
name: OpenAgreements Employee Restrictive Covenant (Wyoming)
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|
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|
+
category: employment
|
|
3
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description: >-
|
|
4
|
+
Wyoming-specific employee restrictive covenant agreement with modular
|
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5
|
+
covenant structure (non-compete, non-solicitation, non-dealing, non-investment,
|
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6
|
+
confidentiality, non-disparagement). Incorporates Wyo. Stat. section 1-23-108
|
|
7
|
+
(SF 107, 2025) pathway gating for non-compete-adjacent covenants. Drafted as
|
|
8
|
+
a starting point for licensed counsel review.
|
|
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|
+
source_url: https://github.com/open-agreements/open-agreements/tree/main/templates/openagreements-restrictive-covenant-wyoming
|
|
10
|
+
version: '2.0'
|
|
11
|
+
license: CC-BY-4.0
|
|
12
|
+
allow_derivatives: true
|
|
13
|
+
attribution_text: >-
|
|
14
|
+
Authored by OpenAgreements contributors. Wyoming-specific analysis informed
|
|
15
|
+
by publicly available commentary from Am Law firms including Ogletree Deakins,
|
|
16
|
+
Fisher Phillips, Littler Mendelson, Foley & Lardner, Faegre Drinker, and
|
|
17
|
+
Vinson & Elkins. See practice note for sources. Licensed under CC BY 4.0.
|
|
18
|
+
fields:
|
|
19
|
+
# --- Parties (on cover page) ---
|
|
20
|
+
- name: employer_name
|
|
21
|
+
type: string
|
|
22
|
+
description: Legal name of the employer
|
|
23
|
+
section: Parties
|
|
24
|
+
- name: employee_name
|
|
25
|
+
type: string
|
|
26
|
+
description: Full legal name of the employee
|
|
27
|
+
section: Parties
|
|
28
|
+
- name: employee_title
|
|
29
|
+
type: string
|
|
30
|
+
description: Employee job title or position (optional)
|
|
31
|
+
default: ''
|
|
32
|
+
section: Parties
|
|
33
|
+
- name: effective_date
|
|
34
|
+
type: date
|
|
35
|
+
description: Effective date of this agreement
|
|
36
|
+
section: Timing
|
|
37
|
+
- name: governing_law
|
|
38
|
+
type: string
|
|
39
|
+
description: Governing law state
|
|
40
|
+
default: Wyoming
|
|
41
|
+
section: Legal
|
|
42
|
+
|
|
43
|
+
# --- AI-only fields (drive memo warnings, never in output) ---
|
|
44
|
+
- name: worker_category
|
|
45
|
+
type: enum
|
|
46
|
+
description: >-
|
|
47
|
+
Employee role classification under Wyo. Stat. section 1-23-108.
|
|
48
|
+
AI-only field that drives memo warnings. Not shown in the output document.
|
|
49
|
+
options:
|
|
50
|
+
- Executive
|
|
51
|
+
- Management
|
|
52
|
+
- Professional Staff
|
|
53
|
+
- Physician
|
|
54
|
+
- Other
|
|
55
|
+
section: AI Analysis
|
|
56
|
+
- name: restriction_pathways
|
|
57
|
+
type: string
|
|
58
|
+
description: >-
|
|
59
|
+
Wyoming restriction pathway(s) under Wyo. Stat. section 1-23-108.
|
|
60
|
+
AI-only field that drives memo warnings and conditional gating.
|
|
61
|
+
Not shown in the output document. Options: Executive or Management
|
|
62
|
+
Personnel, Trade Secret Protection, None.
|
|
63
|
+
default: None
|
|
64
|
+
section: AI Analysis
|
|
65
|
+
|
|
66
|
+
# --- Confidentiality (on cover page, always visible) ---
|
|
67
|
+
- name: confidentiality_trade_secret_duration
|
|
68
|
+
type: string
|
|
69
|
+
description: Duration of confidentiality obligations for trade secrets
|
|
70
|
+
default: Perpetual
|
|
71
|
+
section: Confidentiality
|
|
72
|
+
- name: confidentiality_other_duration
|
|
73
|
+
type: string
|
|
74
|
+
description: Duration of confidentiality obligations for non-trade-secret information
|
|
75
|
+
default: 24 months
|
|
76
|
+
default_value_rationale: >-
|
|
77
|
+
24 months is common for non-trade-secret confidentiality obligations
|
|
78
|
+
in employment agreements.
|
|
79
|
+
section: Confidentiality
|
|
80
|
+
|
|
81
|
+
# --- Employee Non-Solicitation ---
|
|
82
|
+
- name: employee_nonsolicit_included
|
|
83
|
+
type: boolean
|
|
84
|
+
description: Whether the employee non-solicitation covenant is included
|
|
85
|
+
default: 'true'
|
|
86
|
+
section: Employee Non-Solicitation
|
|
87
|
+
- name: employee_nonsolicit_duration
|
|
88
|
+
type: string
|
|
89
|
+
description: Duration of employee non-solicitation restriction
|
|
90
|
+
default: 12 months
|
|
91
|
+
default_value_rationale: >-
|
|
92
|
+
12 months is the most common enforceable duration. Mayer Brown guidance
|
|
93
|
+
states 1-2 years is the outer range of reasonableness.
|
|
94
|
+
section: Employee Non-Solicitation
|
|
95
|
+
- name: covered_employee_period
|
|
96
|
+
type: string
|
|
97
|
+
description: >-
|
|
98
|
+
Lookback period for determining which employees are covered by
|
|
99
|
+
the non-solicitation restriction.
|
|
100
|
+
default: 12 months
|
|
101
|
+
default_value_rationale: >-
|
|
102
|
+
12 months is the most common lookback period for employee
|
|
103
|
+
non-solicitation scope.
|
|
104
|
+
section: Employee Non-Solicitation
|
|
105
|
+
|
|
106
|
+
# --- Customer Non-Solicitation ---
|
|
107
|
+
- name: customer_nonsolicit_included
|
|
108
|
+
type: boolean
|
|
109
|
+
description: Whether the customer/partner non-solicitation covenant is included
|
|
110
|
+
default: 'true'
|
|
111
|
+
section: Customer Non-Solicitation
|
|
112
|
+
- name: customer_nonsolicit_duration
|
|
113
|
+
type: string
|
|
114
|
+
description: Duration of customer/partner non-solicitation restriction
|
|
115
|
+
default: 12 months
|
|
116
|
+
default_value_rationale: >-
|
|
117
|
+
12 months is the most common enforceable duration. Compass Minerals uses
|
|
118
|
+
12 months for non-CEO employees and 24 months for CEO.
|
|
119
|
+
section: Customer Non-Solicitation
|
|
120
|
+
- name: covered_customer_period
|
|
121
|
+
type: string
|
|
122
|
+
description: >-
|
|
123
|
+
Lookback period for determining which customers are covered by
|
|
124
|
+
the non-solicitation and non-dealing restrictions.
|
|
125
|
+
default: 12 months
|
|
126
|
+
default_value_rationale: >-
|
|
127
|
+
12 months is the most common lookback period for customer
|
|
128
|
+
non-solicitation scope.
|
|
129
|
+
section: Customer Non-Solicitation
|
|
130
|
+
|
|
131
|
+
# --- Non-Competition (conditional on pathway) ---
|
|
132
|
+
- name: noncompete_included
|
|
133
|
+
type: boolean
|
|
134
|
+
description: >-
|
|
135
|
+
Whether the non-competition covenant is included. Requires a lawful
|
|
136
|
+
restriction pathway under Wyo. Stat. section 1-23-108.
|
|
137
|
+
default: 'false'
|
|
138
|
+
default_value_rationale: >-
|
|
139
|
+
Wyo. Stat. section 1-23-108 voids most non-compete covenants. The
|
|
140
|
+
drafter must affirmatively include this covenant only when a statutory
|
|
141
|
+
pathway applies.
|
|
142
|
+
section: Non-Competition
|
|
143
|
+
- name: noncompete_duration
|
|
144
|
+
type: string
|
|
145
|
+
description: Duration of non-competition restriction
|
|
146
|
+
default: 12 months
|
|
147
|
+
default_value_rationale: >-
|
|
148
|
+
12 months is the most common enforceable duration. Hassler v. Circle C
|
|
149
|
+
Resources (2022 WY 28) struck down a 24-month provision with broad
|
|
150
|
+
scope. No Wyoming court has upheld a non-compete exceeding 24 months.
|
|
151
|
+
section: Non-Competition
|
|
152
|
+
- name: territory
|
|
153
|
+
type: string
|
|
154
|
+
description: Geographic scope of the non-competition restriction
|
|
155
|
+
default: the geographic area in which Employee provided services
|
|
156
|
+
default_value_rationale: >-
|
|
157
|
+
Tied to the employee's actual service area. Narrower scope improves
|
|
158
|
+
enforceability under Wyoming's strict scrutiny.
|
|
159
|
+
section: Non-Competition
|
|
160
|
+
- name: competitive_business_definition
|
|
161
|
+
type: string
|
|
162
|
+
description: >-
|
|
163
|
+
Description of the business activities that constitute competition
|
|
164
|
+
with the employer.
|
|
165
|
+
section: Non-Competition
|
|
166
|
+
- name: specified_competitors
|
|
167
|
+
type: string
|
|
168
|
+
description: >-
|
|
169
|
+
Optional named list of specific competitors. Narrowing the restriction
|
|
170
|
+
to named competitors strengthens enforceability.
|
|
171
|
+
default: ''
|
|
172
|
+
section: Non-Competition
|
|
173
|
+
|
|
174
|
+
# --- No Business with Covered Customers (conditional) ---
|
|
175
|
+
- name: nondealing_included
|
|
176
|
+
type: boolean
|
|
177
|
+
description: >-
|
|
178
|
+
Whether the no-business-with-covered-customers covenant is included.
|
|
179
|
+
Requires a lawful restriction pathway under Wyo. Stat. section 1-23-108.
|
|
180
|
+
default: 'false'
|
|
181
|
+
section: No Business with Covered Customers
|
|
182
|
+
- name: nondealing_duration
|
|
183
|
+
type: string
|
|
184
|
+
description: Duration of the no-business-with-covered-customers restriction
|
|
185
|
+
default: 12 months
|
|
186
|
+
section: No Business with Covered Customers
|
|
187
|
+
|
|
188
|
+
# --- Passive Public Holdings ---
|
|
189
|
+
- name: passive_public_holdings_threshold
|
|
190
|
+
type: string
|
|
191
|
+
description: >-
|
|
192
|
+
Maximum ownership percentage of publicly traded securities permitted
|
|
193
|
+
under the Passive Public Holdings carveout.
|
|
194
|
+
default: five percent
|
|
195
|
+
default_value_rationale: >-
|
|
196
|
+
Five percent of any class of publicly traded securities is the standard
|
|
197
|
+
passive investment carveout across Fortune 500 restrictive covenant
|
|
198
|
+
agreements.
|
|
199
|
+
section: Definitions
|
|
200
|
+
|
|
201
|
+
# --- Non-Investment (conditional) ---
|
|
202
|
+
- name: noninvestment_included
|
|
203
|
+
type: boolean
|
|
204
|
+
description: >-
|
|
205
|
+
Whether the non-investment covenant is included. Requires a lawful
|
|
206
|
+
restriction pathway under Wyo. Stat. section 1-23-108.
|
|
207
|
+
default: 'false'
|
|
208
|
+
section: Non-Investment
|
|
209
|
+
- name: noninvestment_duration
|
|
210
|
+
type: string
|
|
211
|
+
description: Duration of non-investment restriction
|
|
212
|
+
default: 12 months
|
|
213
|
+
section: Non-Investment
|
|
214
|
+
|
|
215
|
+
# --- Non-Disparagement ---
|
|
216
|
+
- name: nondisparagement_duration
|
|
217
|
+
type: string
|
|
218
|
+
description: Duration of non-disparagement obligation (measured from termination)
|
|
219
|
+
default: 24 months
|
|
220
|
+
default_value_rationale: >-
|
|
221
|
+
24 months is common for employment non-disparagement provisions.
|
|
222
|
+
section: Non-Disparagement
|
|
223
|
+
|
|
224
|
+
# --- Document Management ---
|
|
225
|
+
- name: cloud_drive_id
|
|
226
|
+
type: string
|
|
227
|
+
description: Optional document-system URI or file ID for execution copy traceability
|
|
228
|
+
section: Document Management
|
|
229
|
+
- name: cloud_drive_id_footer
|
|
230
|
+
type: string
|
|
231
|
+
description: Internal computed footer text for document-system traceability
|
|
232
|
+
default: ''
|
|
233
|
+
section: Document Management
|
|
234
|
+
priority_fields:
|
|
235
|
+
- employer_name
|
|
236
|
+
- employee_name
|