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60 Day Evaluation for the United Kingdom

60 Day Evaluation Template for England and Wales

A 60 Day Evaluation Template is a legal agreement governed by the laws of England and Wales that establishes the terms and conditions under which one party can evaluate another party's products, services, or solutions for a specified period of 60 days. The agreement includes provisions for confidentiality, intellectual property protection, data handling, and the return of materials, while ensuring compliance with UK legislation including data protection and privacy laws.

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What is a 60 Day Evaluation?

The 60 Day Evaluation Template is designed for situations where organizations need to assess products, services, or solutions before making a commitment to purchase or implement them. This template, governed by English and Welsh law, provides a comprehensive framework for managing the evaluation process, protecting both parties' interests, and ensuring compliance with relevant regulations. It includes essential provisions for confidentiality, data protection, intellectual property rights, and clearly defined evaluation parameters. The document is particularly valuable for technology implementations, professional services engagements, or product testing scenarios where a structured evaluation period is necessary.

What sections should be included in a 60 Day Evaluation?

1. Parties: Identification of the evaluating party and the provider

2. Background: Context of the evaluation and purpose

3. Definitions: Key terms used throughout the agreement

4. Evaluation Period: Specific duration and start/end dates

5. Evaluation Scope: Details of what is being evaluated and permitted uses

6. Confidentiality: Protection of confidential information during evaluation

7. IP Rights: Ownership and protection of intellectual property

8. Return of Materials: Process for returning evaluation materials

9. Termination: Conditions for early termination

What sections are optional to include in a 60 Day Evaluation?

1. Payment Terms: Optional section covering any fees associated with the evaluation period

2. Support Services: Optional section detailing technical support arrangements during evaluation

3. Insurance: Optional section specifying insurance requirements for physical products or on-site evaluations

4. Data Processing: Optional section covering data handling requirements when personal data processing is involved

What schedules should be included in a 60 Day Evaluation?

1. Schedule 1 - Evaluation Products: Detailed list of products/services being evaluated

2. Schedule 2 - Evaluation Criteria: Specific metrics and criteria for evaluation

3. Schedule 3 - Technical Requirements: Technical specifications or requirements

4. Schedule 4 - Support Services: Details of any support provided during evaluation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Ƶ

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions



















Clauses


















Industries

Common Law Contract Principles: Fundamental principles governing contract formation, offer, acceptance, consideration, and intention to create legal relations under English common law

Contracts (Rights of Third Parties) Act 1999: Legislation governing how third parties may enforce terms of a contract to which they are not a direct party

Unfair Contract Terms Act 1977: Controls the use of exclusion and limitation clauses in contracts, particularly in business-to-business contexts

Consumer Rights Act 2015: Primary consumer protection legislation for B2C contracts, ensuring fairness and transparency in consumer dealings

UK GDPR: Post-Brexit data protection regulation governing the processing of personal data in the UK

Data Protection Act 2018: UK's implementation of data protection standards, complementing and working alongside UK GDPR

Privacy and Electronic Communications Regulations: Specific rules for privacy and electronic communications, including electronic marketing and cookies

Copyright, Designs and Patents Act 1988: Primary legislation governing intellectual property rights including copyright protection

Trade Marks Act 1994: Legislation governing the protection and use of trade marks in the UK

Trade Secrets Regulations 2018: Regulations protecting confidential business information that provides competitive advantage

Employment Rights Act 1996: Core employment legislation setting out fundamental employment rights if evaluation involves staff

Equality Act 2010: Legislation preventing discrimination and promoting equality in various contexts including employment

Common Law Confidentiality: Legal principles protecting confidential information and governing duties of confidentiality

Electronic Commerce Regulations 2002: Regulations governing electronic commerce and digital business activities

Consumer Contracts Regulations 2013: Specific regulations for distance selling and off-premises contracts with consumers

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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