Trade Secret Agreement

Colorado Intellectual Property Updated August 28, 2026 Free Word and PDF

COLORADO TRADE-SECRET AND CONFIDENTIAL-INFORMATION AGREEMENT

This Agreement is entered as of [EFFECTIVE DATE] by and between:

Discloser: [LEGAL NAME, ENTITY TYPE, JURISDICTION, ADDRESS]

Recipient: [LEGAL NAME, ENTITY TYPE, JURISDICTION, ADDRESS]

The parties intend to exchange only the information needed for the Purpose and
to record agreed handling, use, disclosure, security, return, incident, and
dispute terms. Nothing in this Agreement establishes that every item disclosed
is a statutory trade secret or predetermines a remedy.

1. Transaction and Purpose

Item Agreed entry
Purpose of disclosure [________________________________]
Project or transaction [________________________________]
Start and expected end date [________________________________]
Permitted business units or teams [________________________________]
Approved systems and locations [________________________________]
Approved affiliates or contractors [________________________________]
Data, privacy, export, government, or regulated-industry issue [________________________________]
Related agreement, order, policy, or law [________________________________]

Recipient may use Protected Information only for the Purpose stated above and
only through the approved people, systems, and locations recorded in this
Agreement or a signed schedule.

2. Definitions

2.1 Protected Information

“Protected Information” means nonpublic information disclosed for the Purpose
that is identified in Schedule A or is marked, confirmed, or reasonably
understood by the parties to require the agreed handling. Protected Information
may include information that does not qualify as a statutory trade secret.

2.2 Colorado Statutory Trade Secret

C.R.S. § 7-74-102(4) describes a trade secret as the whole or any portion or
phase of listed scientific, technical, business, financial, contact-list, or
other business or professional information that is secret and valuable. The
section also requires the owner to have taken measures preventing access by
persons other than those selected for limited purposes.

Whether particular information meets that definition depends on the actual
information, secrecy, value, access, and owner measures. A label in this
Agreement is not conclusive.

2.3 Representative

“Representative” means an individual or entity listed in Schedule B who needs
access for the Purpose and is bound by the handling and use restrictions
approved for that access.

3. Information and Control Schedule

Do not rely on a generic “all information” description when the exchange can be
identified more precisely.

Category or item Owner Form and location Marking or confirmation Existing secrecy and access measures Permitted recipient
[________________] [________] [________________] [________________] [________________] [________________]
[________________] [________] [________________] [________________] [________________] [________________]
[________________] [________] [________________] [________________] [________________] [________________]

Excluded information, public materials, or preexisting recipient work:

[____________________________________________________________]

4. Use and Disclosure Commitments

Recipient agrees to:

  1. use Protected Information only for the Purpose;
  2. limit access to approved Representatives with a need to know;
  3. communicate the applicable restrictions before access;
  4. avoid copying, downloading, transferring, analyzing, reverse engineering,
    combining, training, testing, or publishing the information except as
    specifically permitted in Schedule C;

  5. keep a current access and transfer record where Schedule C requires one; and

  6. notify Discloser through the incident contact in Section 8 of suspected
    unauthorized access, use, loss, or disclosure.

Recipient is responsible for its own compliance and for administering the
contractual access commitments it makes concerning its Representatives. Any
third-party liability or indemnity must be stated separately in Schedule F.

5. Handling and Security Plan

The parties select controls appropriate to the information and transaction;
this Agreement does not declare one generic security standard sufficient for
every disclosure.

Control area Required measure Owner Evidence or review date
Access approval and removal [________________________________] [________] [________________________________]
Authentication and account sharing [________________________________] [________] [________________________________]
Storage and encryption [________________________________] [________] [________________________________]
Transmission and collaboration [________________________________] [________] [________________________________]
Personal devices and removable media [________________________________] [________] [________________________________]
Printing, physical copies, and workspace [________________________________] [________] [________________________________]
Backups, logs, monitoring, and retention [________________________________] [________] [________________________________]
Vendors, subprocessors, and offshore access [________________________________] [________] [________________________________]
Artificial-intelligence or model use [________________________________] [________] [________________________________]
Review, audit, or assurance method [________________________________] [________] [________________________________]

6. Exclusions and Independent Information

Recipient may claim that identified information is outside Protected
Information because it:

  • was lawfully known before disclosure;
  • became public without Recipient's breach;
  • was lawfully received from an authorized third party; or
  • was independently developed without using Protected Information.

The party making that claim must identify the information and the record
supporting the claimed exclusion. This contractual evidence process does not
decide a statutory burden or evidentiary rule.

Claimed exclusion Information Supporting record Other party's response
[________________] [________________] [________________] [________________]

7. Required or Authorized Disclosure

Before a disclosure required or authorized by law, order, subpoena, regulator,
contract, professional duty, or protected report, Recipient will follow the
process selected below to the extent lawful and practicable.

Process item Agreed treatment
Notice to Discloser [________________________________]
Legally prohibited notice [________________________________]
Recipient for notice [________________________________]
Time and method [________________________________]
Scope limitation and redaction [________________________________]
Protective treatment cooperation [________________________________]
Cost allocation [________________________________]
Record of disclosure [________________________________]

This Agreement does not prohibit a report, disclosure, consultation, or other
activity that applicable law protects or makes nonwaivable. Counsel must add
the language required for the parties, workers, contractors, regulated data,
and transaction actually involved.

8. Incident Response

Discloser contact: [NAME / EMAIL / PHONE / AFTER-HOURS METHOD]

Recipient contact: [NAME / EMAIL / PHONE / AFTER-HOURS METHOD]

Response item Agreed process
Initial report contents [________________________________]
Containment and access suspension [________________________________]
Evidence and log preservation [________________________________]
Investigation roles [________________________________]
Legal, privacy, security, and insurance review [________________________________]
Required third-party or government notice [________________________________]
Remediation and verification [________________________________]
Final report [________________________________]

No incident automatically establishes misappropriation, irreparable harm,
damages, sanctions, or fee entitlement. Those questions remain subject to the
facts, selected contract terms, and governing law.

9. Return, Deletion, and Retention

Upon [REQUEST / PROJECT END / AGREEMENT END / OTHER TRIGGER], Recipient will
follow the disposition plan below.

Information or system Return Delete Retain Method and deadline Continuing protection
[________________] [________________] [________________]
[________________] [________________] [________________]

Retention required by law, professional duty, insurance, backup design, legal
hold, or another agreement must be identified rather than hidden by an absolute
deletion promise.

Disposition certification, if required: [________________________________]

10. Duration and End of Access

Term item Agreed entry
Agreement term [________________________________]
Confidential-information obligation [________________________________]
Statutory trade-secret treatment [________________________________]
End of Purpose or project [________________________________]
Access-removal deadline [________________________________]
Terms surviving termination [________________________________]

Do not use one unexplained duration for every category. Counsel must review
whether an expiration, perpetual term, or information-linked duration is
appropriate and enforceable for the actual relationship.

11. Ownership, License, and Reliance

Except for the limited Purpose permission expressly stated here, no patent,
copyright, trademark, data, model, trade-secret, or other ownership interest or
license is granted: [CONFIRM / REVISE].

Information is supplied on this negotiated reliance basis:
[____________________________________________________________]

Authority to disclose, third-party restrictions, accuracy, completeness,
noninfringement, and transaction reliance are allocated only as expressly
stated in Schedule D. No generic warranty or “as is” disclaimer is selected by
default.

12. Risk and Remedy Schedule

The parties have not selected an automatic cure period, graduated remedy,
exemplary amount, attorney-fee award, indemnity, defense duty, insurance level,
liability cap, damages exclusion, force-majeure exception, injunction, specific
performance, or bond waiver. Complete Schedule F after counsel reviews the
transaction and current law.

Issue Selected term Trigger and scope Exceptions Approval
Notice and cure [________________] [________________] [________________] [________]
Direct loss allocation [________________] [________________] [________________] [________]
Third-party claim procedure [________________] [________________] [________________] [________]
Fees and costs [________________] [________________] [________________] [________]
Damages measure or exclusion [________________] [________________] [________________] [________]
Insurance [________________] [________________] [________________] [________]
Equitable-relief request [________________] [________________] [________________] [________]

13. Dispute Schedule

No forum, arbitration, jury waiver, governing-law conclusion, or exclusive
remedy is selected merely because the agreement uses a Colorado template.

Dispute item Counsel-approved term
Governing law and conflicts analysis [________________________________]
Informal escalation [________________________________]
Mediation [________________________________]
Arbitration, rules, seat, administrator, and carve-outs [________________________________]
Court jurisdiction and venue [________________________________]
Jury treatment [________________________________]
Emergency or provisional relief [________________________________]
Service and notice [________________________________]
Consolidation, joinder, or confidentiality [________________________________]

14. General Terms

Notices: [METHOD / ADDRESS / EFFECTIVE-TIME RULE]

Assignment and change of control: [________________________________]

Amendment and waiver: [________________________________]

Order of precedence with related agreements: [_______________________]

Entire agreement for this subject: [________________________________]

Severability or reformation treatment: [_____________________________]

Counterparts, electronic signatures, attribution, and record retention:
[____________________________________________________________]

15. Execution

The signers confirm authority to bind the identified party and approval of the
completed schedules and attachments.

Discloser Recipient
By: __________________________ By: __________________________
Name: [AUTHORIZED SIGNATORY] Name: [AUTHORIZED SIGNATORY]
Title: [TITLE] Title: [TITLE]
Date: [__/__/____] Date: [__/__/____]

Schedules

  • Schedule A — Protected Information
  • Schedule B — Approved Representatives
  • Schedule C — Permitted Uses, Systems, and Controls
  • Schedule D — Ownership, Disclosure Authority, and Reliance Terms
  • Schedule E — Required Disclosure and Incident Contacts
  • Schedule F — Risk, Remedies, Insurance, and Dispute Terms

Source and Verification Note

The official 2026 Title 7 file was fetched on August 28, 2026. Its source
history shows no amendment to § 7-74-102(4) after the article's enactment. The
bill-index hits were cross-references in other enacted or proposed measures and
did not amend the definition.

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About this template

Last updated
August 28, 2026
Citations checked
August 28, 2026
Jurisdiction
Colorado
Category
Intellectual Property

Legal authority

  • C.R.S. § 7-74-102(4)

Intellectual property law protects inventions, brand names, creative works, and trade secrets. Filings with federal IP offices have strict formal requirements, and demand letters or licensing agreements have to identify the exact rights being claimed. Weak IP paperwork makes it harder to enforce your rights against copycats, harder to sell or license your IP, and easier for someone else to claim it first.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on August 28, 2026.

C.R.S. § 7-74-102(4) (checked August 28, 2026): ""Trade secret" means the whole or any portion or phase of any scientific or technical information, design, process, procedure, formula, improvement, confidential business or financial information, listing of names, addresses, or telephone numbers, or other information relating to any business or profession which is secret and of value. To be a "trade secret" the owner thereof must have taken measures to prevent the secret from becoming available to persons other than those selected by the owner to have access thereto for limited purposes."

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