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6 changes: 6 additions & 0 deletions agreements/project-contribution/terms-and-conditions.md
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Expand Up @@ -166,6 +166,12 @@ Contributions or donations held in support of these purposes must be transferred
These identifiers must meet the Sponsor’s quality and trademark standards and be approved before use.
Once approved, these identifiers will be added to the Sponsor’s [Trademark List][trademarks], with all goodwill benefiting the Sponsor.

Trademark-related costs, including registration, renewal, and protection, are project expenses.
Projects are expected to help ensure there are sufficient funds to maintain any registered trademarks associated with their work.
These costs are normally paid from the Project’s restricted fund or by sponsors.
All trademark-related legal work must be coordinated through CF’s designated contacts.
Details are provided in the [Trademark Management and Costs Policy](../policies/trademark-management-costs.md).

## Financial Management

The Sponsor will manage funds on behalf of the Project in compliance with its tax-exempt status (501(c)(6)).
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89 changes: 89 additions & 0 deletions policies/trademark-costs.md
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# Trademark Management and Costs Policy

The Commonhaus Foundation (CF) manages all CF-owned trademarks, including registration, maintenance, and protection of these Marks.
CF coordinates these activities and establishes how related costs are handled in this policy.

- [Scope](#scope)
- [Responsibilities](#responsibilities)
- [Costs](#costs)
- [Covered Costs](#covered-costs)
- [Typical Costs (as of February 2025)](#typical-costs-as-of-february-2025)
- [Payment Responsibility](#payment-responsibility)
- [Coordination and Approval](#coordination-and-approval)
- [Related Policies](#related-policies)

## Scope

This policy applies to:

- All CF-owned Marks, including project names, logos, and other brand elements.
- All projects under CF fiscal sponsorship.
- Any individual or organization authorized to use a CF-owned Mark.

## Responsibilities

CF retains sole ownership of all Marks associated with its projects.
It coordinates all registration, renewal, and enforcement activities, and all trademark-related actions must be handled through CF’s designated legal or administrative contacts.

Projects are expected to report any potential filings, misuse, or infringement to CF and must not take independent action.
They must use Marks in compliance with the [Trademark Policy](./trademark-policy.md) and [Trademark Guidelines](./trademark-guidelines.md).

## Costs

### Covered Costs

Trademark-related costs may include:

- Registration and application fees.
- Renewal fees.
- Legal fees for protection and enforcement.
- Costs of monitoring for infringement.

### Typical Costs (as of February 2025)

- **U.S. Single Trademark Registration** — $1,200 USD
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define if that's per year or a one time fee

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@ebullient ebullient Oct 2, 2025

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Not per year, but at registration time (lasts for x years). Renewal has a separate cost.

- Covers one trademark (name or logo) in one category (class)
- Additional category: +$350 USD
- **U.S. Trademark Transfer** — $350 USD
- Transfer of a single, USPTO-registered U.S. trademark to CF
- Additional trademark in same filing: +$25 USD
- **Non-U.S. Registration or Transfer** — Varies by jurisdiction
- Contact CF for a quote

**Disclaimer:** These amounts are typical costs based on current legal counsel rates and government fees. Actual costs may vary. CF will confirm the applicable costs during the quote process before work begins.

### Payment Responsibility

Projects are expected to help ensure there are sufficient funds to maintain any registered trademarks associated with their work.
Trademark-related costs are normally paid from the Project’s restricted fund under its [Fiscal Sponsorship Agreement](../fiscal-sponsorship/terms-and-conditions.md).
Sponsors may also choose to cover these costs on behalf of a Project.

CF retains legal representation for trademark matters.
The cost of ongoing legal availability (such as a standing retainer) is managed by CF, while any specific legal services beyond this baseline are treated as trademark-related costs and are charged to project funds as described above.
To reduce expenses, CF may coordinate grouped filings or renewals where practical.
CF does not ordinarily cover trademark expenses; any CF-funded costs require prior approval by the CF Council.

Projects must coordinate all trademark-related legal work through CF’s designated contacts.
If a Project does not ensure sufficient funds are available, CF may use its own funds to maintain a registration or may allow it to lapse, at its discretion.

## Coordination and Approval

All trademark-related expenses must be coordinated with CF before commitment or payment to ensure:

- Compliance with applicable law.
- Protection of CF’s ownership rights.
- Alignment with project and Foundation budgets.

Trademark legal work follows a quote process:

- CF will provide an estimate for the work based on its legal counsel’s rates and applicable government fees.
- The project (or its sponsor) must approve the estimated cost before work begins.
- Invoices for approved work will be charged to the project’s restricted fund or paid directly by the sponsor.
- Costs provided are estimates; actual amounts may vary. CF will confirm the final applicable costs before commitment.

## Related Policies

- [Trademark Policy](./trademark-policy.md)
- [Trademark Guidelines](./trademark-guidelines.md)
- [Fiscal Sponsorship Agreement](../fiscal-sponsorship/terms-and-conditions.md)
- [Asset Transfer Agreement](../asset-transfer-agreement.md)
5 changes: 2 additions & 3 deletions policies/trademark-guidelines.md
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Expand Up @@ -4,12 +4,11 @@ This document provides practical guidance on the proper use of the Commonhaus Fo

These guidelines are intended to support respectful and legally compliant use of the Foundation’s trademarks, preserving their integrity and meaning for our community.

- [Trademark Information and Guidelines](#trademark-information-and-guidelines)
- [Proper trademark use](#proper-trademark-use)
- [Proper trademark use](#proper-trademark-use)
- [Trademark marking and legends](#trademark-marking-and-legends)
- [Use of trademarks in text](#use-of-trademarks-in-text)
- [Use of Logos](#use-of-logos)
- [General information about Trademarks](#general-information-about-trademarks)
- [General information about Trademarks](#general-information-about-trademarks)
- [What is a trademark?](#what-is-a-trademark)
- [What is "likelihood of confusion"?](#what-is-likelihood-of-confusion)
- [What is "nominative" use?](#what-is-nominative-use)
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36 changes: 17 additions & 19 deletions policies/trademark-policy.md
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Expand Up @@ -7,28 +7,27 @@ Our trademarks—including the Commonhaus Foundation name, logo, and any project
>
> Trademark law can be ambiguous, so we aim to provide enough clarity for you to understand whether we will consider your use acceptable, either because it is licensed or it is non-infringing.

- [Trademark Policy](#trademark-policy)
- [Purpose and Scope](#purpose-and-scope)
- [Commitment to Open Source principles](#commitment-to-open-source-principles)
- [Covered Trademarks](#covered-trademarks)
- [Trademark usage guidelines](#trademark-usage-guidelines)
- [Restrictions on Similar Trademarks](#restrictions-on-similar-trademarks)
- [Purpose and Scope](#purpose-and-scope)
- [Commitment to Open Source principles](#commitment-to-open-source-principles)
- [Covered Trademarks](#covered-trademarks)
- [Trademark usage guidelines](#trademark-usage-guidelines)
- [Restrictions on Similar Trademarks](#restrictions-on-similar-trademarks)
- [Uses we consider non-infringing](#uses-we-consider-non-infringing)
- [Distribution of unmodified source code or artifacts packaged by us](#distribution-of-unmodified-source-code-or-artifacts-packaged-by-us)
- [Distribution of modified source code or artifacts packaged by you](#distribution-of-modified-source-code-or-artifacts-packaged-by-you)
- [Statements about compatibility, interoperability or derivation](#statements-about-compatibility-interoperability-or-derivation)
- [Use of trademarks to show community affiliation](#use-of-trademarks-to-show-community-affiliation)
- [Websites](#websites)
- [Publications and presentations](#publications-and-presentations)
- [Events](#events)
- [Distribution of unmodified source code or artifacts packaged by us](#distribution-of-unmodified-source-code-or-artifacts-packaged-by-us)
- [Distribution of modified source code or artifacts packaged by you](#distribution-of-modified-source-code-or-artifacts-packaged-by-you)
- [Statements about compatibility, interoperability or derivation](#statements-about-compatibility-interoperability-or-derivation)
- [Use of trademarks to show community affiliation](#use-of-trademarks-to-show-community-affiliation)
- [Websites](#websites)
- [Publications and presentations](#publications-and-presentations)
- [Events](#events)
- [Uses for which we are granting a license](#uses-for-which-we-are-granting-a-license)
- [User groups](#user-groups)
- [Promotional goods](#promotional-goods)
- [User groups](#user-groups)
- [Promotional goods](#promotional-goods)
- [Uses we consider infringing without seeking further permission from us](#uses-we-consider-infringing-without-seeking-further-permission-from-us)
- [Reporting Abuse or Seeking Information](#reporting-abuse-or-seeking-information)
- [Policy modifications and updates](#policy-modifications-and-updates)
- [Contact and further information](#contact-and-further-information)
- [Attribution](#attribution)
- [Policy modifications and updates](#policy-modifications-and-updates)
- [Contact and further information](#contact-and-further-information)
- [Attribution](#attribution)

## Purpose and Scope

Expand Down Expand Up @@ -233,4 +232,3 @@ This work is inspired by the Model Trademark Guidelines, available at <http://ww
[CONTACTS.yaml]: https://github.com/commonhaus/foundation/blob/main/CONTACTS.yaml
[amendment process]: ../bylaws/9-amendments.md
[Brand Standards]: https://github.com/commonhaus/artwork
[Trademark List]: https://www.commonhaus.com/trademarks