Contract terms check template

A blank template with 12 columns. Download it and open it in Excel or Google Sheets, then add one row per record.

Columns

• contract_id
• vendor
• term_or_definition
• clause_ref
• clear
• what_is_unclear
• which_document_governs
• counsel_needed
• owner
• checked_on
• renewal_notice_deadline
• notes

How to fill it in

One row per contract term or definition you checked. Link each row to its contract through contract_id, which matches contract_ref in Vendor contract register template, and copy notice_deadline from Renewal calendar template into renewal_notice_deadline so a term that changes the renewal is not missed.

Read license terms as permissions: anything not clearly granted is treated as not permitted until counsel or the vendor confirms. This file does not interpret contracts or give legal advice. It finds what to ask counsel.

• term_or_definition, clause_ref: what you read and where, for example the definition of "device" or the transfer clause.
• clear: yes, no or maybe. Put what is unclear in what_is_unclear.
• which_document_governs: record which document claims precedence and where it says so. Send any conflict between documents to counsel. Decision needed: counsel.
• counsel_needed: yes or no. owner and checked_on say who is following it up and when.