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Eor Agreement

Draft EOR Agreements in Minutes, Not Hours

12 minutes with CaseMark

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Eor Agreement

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Workflow

Eor Agreement

Overview

CaseMark's EOR Agreement skill drafts comprehensive, U.S.-compliant Exporter of Record Agreements that appoint a qualified third party as the United States Principal Party in Interest (USPPI) for international export transactions. The AI-generated agreement allocates compliance obligations under EAR, ITAR, OFAC, and CBP regulations while incorporating denied-party screening, AES/EEI filing duties, indemnification, and record retention provisions. It is purpose-built for companies outsourcing export compliance or logistics for cross-border shipments.

Drafting Exporter of Record Agreements requires navigating a complex web of overlapping U.S. export control regulations—EAR, ITAR, OFAC sanctions, CBP requirements, and anti-boycott rules—each with severe civil and criminal penalties for non-compliance. Manually allocating compliance obligations, screening duties, and liability between parties is time-intensive, error-prone, and often results in gaps that expose both the principal and EOR to significant regulatory risk.

CaseMark's AI-powered EOR Agreement skill automates the drafting process by analyzing your party details, goods classifications, and existing authorizations to produce a fully structured, regulation-aware agreement. The output precisely allocates compliance duties, incorporates mandatory screening and filing provisions, and includes robust indemnification and termination frameworks—delivering in minutes what traditionally takes days of specialized legal work.

How it works

  1. 1. Upload party details, goods classifications, and existing export authorizations

  2. 2. AI analyzes your inputs against EAR, ITAR, OFAC, and CBP requirements to draft a compliant EOR Agreement

  3. 3. Review and customize compliance allocations, indemnification terms, and scope provisions

  4. 4. Export the finalized agreement in your preferred format (DOCX, PDF)

What you get

  • Parties & Recitals

  • Definitions

  • Appointment & Scope

  • Compliance Obligations & Denied-Party Screening

  • AES/EEI Filing Responsibilities

  • Indemnification & Liability

  • Record Retention & Audit Rights

  • Term, Termination & Governing Law

What it handles

  • Generates full party identification with CBP registration numbers and recitals

  • Defines comprehensive export control terms covering EAR, ITAR, OFAC, and anti-boycott regulations

  • Drafts appointment and scope provisions with exclusivity, carve-outs, and authority limits

  • Allocates denied-party screening and AES/EEI filing obligations between parties

  • Includes indemnification, liability caps, and record retention provisions

  • Produces tailored compliance escalation and termination frameworks

Required documents

  • Party Details & Business Terms

    Legal names, entity types, jurisdictions, EIN numbers, CBP exporter-of-record numbers, fee structures, term length, insurance minimums, and governing law preferences

    .pdf, .docx, .txt

  • Goods & Technology Classifications

    Technical specifications, ECCN classifications, USML categories for defense articles, commodity jurisdiction determinations, and destination/end-user information

    .pdf, .docx, .xlsx

  • Existing Export Authorizations

    Current BIS or DDTC licenses, applicable license exceptions, OFAC authorizations, and any prior commodity jurisdiction determinations

    .pdf, .docx

Supporting documents

  • End-Use Certificates

    End-use certifications from consignees or end-users in destination countries

    .pdf, .docx

  • Prior EOR Agreements

    Existing EOR or export compliance service agreements to inform preferred terms and structures

    .pdf, .docx

  • Compliance Program Documentation

    Internal export compliance manuals, screening procedures, or audit protocols to align agreement terms with existing programs

    .pdf, .docx

Why teams use it

Reduce EOR agreement drafting time from days to minutes while maintaining regulatory precision across EAR, ITAR, OFAC, and CBP frameworks

Ensure comprehensive compliance allocation with built-in provisions for denied-party screening, AES/EEI filing, and record retention obligations

Minimize penalty exposure with properly structured indemnification, liability caps, and escalation procedures for flagged transactions

Standardize your export compliance agreements across multiple EOR relationships, destinations, and product categories

Questions

What regulations does the EOR Agreement cover?

CaseMark drafts EOR Agreements that address obligations under the Export Administration Regulations (EAR), International Traffic in Arms Regulations (ITAR), OFAC sanctions programs, CBP export requirements, and anti-boycott regulations. Each agreement allocates specific compliance duties between the principal and the appointed EOR/USPPI.

Can I customize the scope between compliance-only and combined logistics?

Yes. CaseMark allows you to specify whether the EOR appointment covers regulatory compliance only or includes combined logistics responsibilities. You can also define exclusive vs. non-exclusive arrangements, product category carve-outs, and destination restrictions.

Does the agreement include denied-party screening provisions?

Absolutely. CaseMark generates detailed denied-party screening obligations covering the DPL, Entity List, Unverified List, SDN List, FSE List, and ITAR Debarred List. The agreement specifies which party bears screening responsibility and establishes escalation procedures for flagged matches.

How does CaseMark handle indemnification and liability allocation?

CaseMark drafts tailored indemnification clauses that allocate liability for export violations, penalties, and third-party claims between the principal and EOR. You can customize liability caps, insurance minimums, and carve-outs for willful misconduct or gross negligence.

Is the generated agreement ready to execute as-is?

CaseMark produces a comprehensive, professionally structured draft that serves as a strong starting point. However, we recommend legal counsel review the final agreement to ensure it reflects your specific business context, risk tolerance, and any unique regulatory considerations.

Can I use this for defense articles subject to ITAR?

Yes. CaseMark accommodates USML-categorized defense articles and ITAR-controlled technical data. The agreement will include appropriate DDTC licensing references, ITAR-specific compliance obligations, and heightened screening and record-keeping requirements.

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