Legal Requests for Information

LEGAL REQUESTS FOR INFORMATION

This Legal Request for Information (the "Request") is made as of Effective Date: by and between Requesting Party Name: , located at Address: , and Responding Party Name: , located at Address: .

RECITALS

WHEREAS, Requesting Party seeks reasonably relevant documents, data and other information for the purpose of investigation, contract compliance, or dispute resolution as set forth below; and

WHEREAS, Responding Party possesses certain documents and information that are within the scope of this Request and agrees to respond in accordance with the terms and limitations contained herein; and

WHEREAS, the parties intend to establish a binding, enforceable procedure governing requests for information and the production, protection and confidentiality of responsive materials.

NOW THEREFORE, in consideration of the mutual covenants set forth below, the parties agree as follows:

1. DEFINITIONS

For purposes of this Request, the following definitions apply: "Request" means a written demand for documents, data, tangible items, or information as described in Section 2; "Confidential Information" means non-public information designated in writing as confidential pursuant to Section 6; "Responsive Materials" means all documents and information in Responding Party's possession, custody, or control identified as responsive to a particular Request.

2. SCOPE OF REQUESTS

Requesting Party may serve a Request describing the categories of information sought. Each Request must identify the subject matter and the time period reasonably targeted. Requests shall be limited to information relevant to the matter specified in the Request and not unduly burdensome.

3. PROCEDURE FOR REQUESTS

A Request shall be served in writing to the designated contact for Responding Party as set forth in Section 11. Each Request shall specify a reasonable date by which a response is required. Requests may include a request for documents, electronic files, transactional data, and a statement of the form of production desired.

4. RESPONSE TIME AND FORM OF PRODUCTION

Responding Party shall acknowledge receipt of a Request within business days and shall produce responsive materials, or serve written objections, within calendar days unless otherwise agreed in writing. Production shall specify the format (electronic, paper, native file) and, where reasonably practicable, include metadata.

PDF    Native files    CSV/Structured data

5. PRIVILEGE, WITHHOLDING, AND REDACTION

Responding Party may withhold documents or redact portions thereof to the extent privileged or protected from disclosure under law. Withheld or redacted documents must be logged in a privilege log sufficiently describing the document to allow Requesting Party to assess the claim of privilege without disclosing privileged content.

Yes    No

6. CONFIDENTIALITY AND USE OF INFORMATION

Confidential Information produced under a Request shall be used solely for the purposes set forth in this Request and shall not be disclosed to third parties except as permitted by a written confidentiality agreement or court order. The receiving party shall use reasonable measures to protect Confidential Information from unauthorized disclosure.

Standard confidentiality applies    Protective order required

7. COSTS, EXPENSES, AND ALLOCATION

Unless otherwise agreed, the responding party will bear the reasonable costs of production. If a Request imposes undue burden or extraordinary expense, the parties shall confer in good faith regarding cost-sharing. Charges for reasonable, itemized costs shall be documented and passed through only where necessary and agreed.

8. OBJECTIONS, MEET AND CONFER

Objections to all or part of a Request shall be set forth in writing with specific grounds. The parties agree to meet and confer in good faith within five (5) business days of service of objections to attempt to resolve disputes prior to seeking judicial relief.

9. PRESERVATION

Upon receipt of a Request, the Responding Party shall take reasonable steps to preserve relevant information subject to good faith, proportionate preservation obligations and applicable law. This obligation does not require the suspension of routine data deletion unrelated to the Request unless ordered or agreed.

10. REMEDIES AND ENFORCEMENT

The parties agree that failure to comply with this Request may result in equitable relief or monetary sanctions as authorized by applicable law. The prevailing party in any enforcement action shall be entitled to recover reasonable attorneys' fees and costs incurred in enforcing compliance if allowed by law.

11. NOTICES

All notices, requests, consents and other communications hereunder shall be in writing and delivered to the parties at their designated contact addresses set forth above, by hand delivery, nationally recognized overnight courier, or by electronic mail when followed by confirmation. Notices are effective upon receipt.

12. GOVERNING LAW

This Request shall be governed by and construed in accordance with the laws of the State of without regard to conflicts of law principles. Venue for any enforcement action shall lie in the state or federal courts located in that state.

13. ENTIRE AGREEMENT

This Request constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements, understandings, and communications relating to the same.

14. SEVERABILITY

If any provision of this Request is found to be invalid, illegal, or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby.

15. AMENDMENTS; WAIVER

No amendment or waiver of any provision of this Request shall be effective unless in writing and signed by both parties. No failure or delay by either party in exercising any right under this Request shall operate as a waiver of such right.

16. COUNTERPARTS

This Request may be executed in counterparts, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument. Signatures transmitted by electronic image shall have the same force and effect as original signatures.

17. CERTIFICATION

Each signatory below certifies that they are authorized to execute this Request on behalf of the party they represent, that they have read and understand this Request, and that to the best of their knowledge the information provided in connection with this Request is accurate and complete.

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