{"$schema":"https://openroots.org/schema/scenarios.schema.json","normative":false,"note":"This corpus interprets the instruments. Where a scenario and a licence text disagree, the licence text governs.","count":1296,"scenarios":[{"slug":"orl-individual-evaluation","url":"https://openroots.org/scenarios/orl/individual/evaluation","instrument":"ORL-2.2","actor":"individual","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-internal","url":"https://openroots.org/scenarios/orl/individual/internal","instrument":"ORL-2.2","actor":"individual","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-production","url":"https://openroots.org/scenarios/orl/individual/production","instrument":"ORL-2.2","actor":"individual","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-embed","url":"https://openroots.org/scenarios/orl/individual/embed","instrument":"ORL-2.2","actor":"individual","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-hosted","url":"https://openroots.org/scenarios/orl/individual/hosted","instrument":"ORL-2.2","actor":"individual","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-fork","url":"https://openroots.org/scenarios/orl/individual/fork","instrument":"ORL-2.2","actor":"individual","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-redistribute","url":"https://openroots.org/scenarios/orl/individual/redistribute","instrument":"ORL-2.2","actor":"individual","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-resell","url":"https://openroots.org/scenarios/orl/individual/resell","instrument":"ORL-2.2","actor":"individual","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-repackage","url":"https://openroots.org/scenarios/orl/individual/repackage","instrument":"ORL-2.2","actor":"individual","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-port","url":"https://openroots.org/scenarios/orl/individual/port","instrument":"ORL-2.2","actor":"individual","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-marketplace","url":"https://openroots.org/scenarios/orl/individual/marketplace","instrument":"ORL-2.2","actor":"individual","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-largerproduct","url":"https://openroots.org/scenarios/orl/individual/largerproduct","instrument":"ORL-2.2","actor":"individual","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-customersite","url":"https://openroots.org/scenarios/orl/individual/customersite","instrument":"ORL-2.2","actor":"individual","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-clientwork","url":"https://openroots.org/scenarios/orl/individual/clientwork","instrument":"ORL-2.2","actor":"individual","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-training","url":"https://openroots.org/scenarios/orl/individual/training","instrument":"ORL-2.2","actor":"individual","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-individual-corpus","url":"https://openroots.org/scenarios/orl/individual/corpus","instrument":"ORL-2.2","actor":"individual","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-individual-rag","url":"https://openroots.org/scenarios/orl/individual/rag","instrument":"ORL-2.2","actor":"individual","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-individual-crossthreshold","url":"https://openroots.org/scenarios/orl/individual/crossthreshold","instrument":"ORL-2.2","actor":"individual","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-acquired","url":"https://openroots.org/scenarios/orl/individual/acquired","instrument":"ORL-2.2","actor":"individual","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-continuity","url":"https://openroots.org/scenarios/orl/individual/continuity","instrument":"ORL-2.2","actor":"individual","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-combine","url":"https://openroots.org/scenarios/orl/individual/combine","instrument":"ORL-2.2","actor":"individual","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-trademark","url":"https://openroots.org/scenarios/orl/individual/trademark","instrument":"ORL-2.2","actor":"individual","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-contribute","url":"https://openroots.org/scenarios/orl/individual/contribute","instrument":"ORL-2.2","actor":"individual","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-audit","url":"https://openroots.org/scenarios/orl/individual/audit","instrument":"ORL-2.2","actor":"individual","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-breach","url":"https://openroots.org/scenarios/orl/individual/breach","instrument":"ORL-2.2","actor":"individual","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-licensordies","url":"https://openroots.org/scenarios/orl/individual/licensordies","instrument":"ORL-2.2","actor":"individual","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-individual-sbom","url":"https://openroots.org/scenarios/orl/individual/sbom","instrument":"ORL-2.2","actor":"individual","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-evaluation","url":"https://openroots.org/scenarios/orl/sidebusiness/evaluation","instrument":"ORL-2.2","actor":"sidebusiness","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-internal","url":"https://openroots.org/scenarios/orl/sidebusiness/internal","instrument":"ORL-2.2","actor":"sidebusiness","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-production","url":"https://openroots.org/scenarios/orl/sidebusiness/production","instrument":"ORL-2.2","actor":"sidebusiness","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-embed","url":"https://openroots.org/scenarios/orl/sidebusiness/embed","instrument":"ORL-2.2","actor":"sidebusiness","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-hosted","url":"https://openroots.org/scenarios/orl/sidebusiness/hosted","instrument":"ORL-2.2","actor":"sidebusiness","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-fork","url":"https://openroots.org/scenarios/orl/sidebusiness/fork","instrument":"ORL-2.2","actor":"sidebusiness","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-redistribute","url":"https://openroots.org/scenarios/orl/sidebusiness/redistribute","instrument":"ORL-2.2","actor":"sidebusiness","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-resell","url":"https://openroots.org/scenarios/orl/sidebusiness/resell","instrument":"ORL-2.2","actor":"sidebusiness","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-repackage","url":"https://openroots.org/scenarios/orl/sidebusiness/repackage","instrument":"ORL-2.2","actor":"sidebusiness","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-port","url":"https://openroots.org/scenarios/orl/sidebusiness/port","instrument":"ORL-2.2","actor":"sidebusiness","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-marketplace","url":"https://openroots.org/scenarios/orl/sidebusiness/marketplace","instrument":"ORL-2.2","actor":"sidebusiness","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-largerproduct","url":"https://openroots.org/scenarios/orl/sidebusiness/largerproduct","instrument":"ORL-2.2","actor":"sidebusiness","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-customersite","url":"https://openroots.org/scenarios/orl/sidebusiness/customersite","instrument":"ORL-2.2","actor":"sidebusiness","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-clientwork","url":"https://openroots.org/scenarios/orl/sidebusiness/clientwork","instrument":"ORL-2.2","actor":"sidebusiness","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-training","url":"https://openroots.org/scenarios/orl/sidebusiness/training","instrument":"ORL-2.2","actor":"sidebusiness","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-sidebusiness-corpus","url":"https://openroots.org/scenarios/orl/sidebusiness/corpus","instrument":"ORL-2.2","actor":"sidebusiness","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-sidebusiness-rag","url":"https://openroots.org/scenarios/orl/sidebusiness/rag","instrument":"ORL-2.2","actor":"sidebusiness","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-sidebusiness-crossthreshold","url":"https://openroots.org/scenarios/orl/sidebusiness/crossthreshold","instrument":"ORL-2.2","actor":"sidebusiness","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-acquired","url":"https://openroots.org/scenarios/orl/sidebusiness/acquired","instrument":"ORL-2.2","actor":"sidebusiness","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-continuity","url":"https://openroots.org/scenarios/orl/sidebusiness/continuity","instrument":"ORL-2.2","actor":"sidebusiness","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-combine","url":"https://openroots.org/scenarios/orl/sidebusiness/combine","instrument":"ORL-2.2","actor":"sidebusiness","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-trademark","url":"https://openroots.org/scenarios/orl/sidebusiness/trademark","instrument":"ORL-2.2","actor":"sidebusiness","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-contribute","url":"https://openroots.org/scenarios/orl/sidebusiness/contribute","instrument":"ORL-2.2","actor":"sidebusiness","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-audit","url":"https://openroots.org/scenarios/orl/sidebusiness/audit","instrument":"ORL-2.2","actor":"sidebusiness","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-breach","url":"https://openroots.org/scenarios/orl/sidebusiness/breach","instrument":"ORL-2.2","actor":"sidebusiness","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-licensordies","url":"https://openroots.org/scenarios/orl/sidebusiness/licensordies","instrument":"ORL-2.2","actor":"sidebusiness","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-sidebusiness-sbom","url":"https://openroots.org/scenarios/orl/sidebusiness/sbom","instrument":"ORL-2.2","actor":"sidebusiness","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-evaluation","url":"https://openroots.org/scenarios/orl/startup/evaluation","instrument":"ORL-2.2","actor":"startup","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-internal","url":"https://openroots.org/scenarios/orl/startup/internal","instrument":"ORL-2.2","actor":"startup","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-production","url":"https://openroots.org/scenarios/orl/startup/production","instrument":"ORL-2.2","actor":"startup","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-embed","url":"https://openroots.org/scenarios/orl/startup/embed","instrument":"ORL-2.2","actor":"startup","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-hosted","url":"https://openroots.org/scenarios/orl/startup/hosted","instrument":"ORL-2.2","actor":"startup","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-fork","url":"https://openroots.org/scenarios/orl/startup/fork","instrument":"ORL-2.2","actor":"startup","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-redistribute","url":"https://openroots.org/scenarios/orl/startup/redistribute","instrument":"ORL-2.2","actor":"startup","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-resell","url":"https://openroots.org/scenarios/orl/startup/resell","instrument":"ORL-2.2","actor":"startup","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-repackage","url":"https://openroots.org/scenarios/orl/startup/repackage","instrument":"ORL-2.2","actor":"startup","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-port","url":"https://openroots.org/scenarios/orl/startup/port","instrument":"ORL-2.2","actor":"startup","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-marketplace","url":"https://openroots.org/scenarios/orl/startup/marketplace","instrument":"ORL-2.2","actor":"startup","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-largerproduct","url":"https://openroots.org/scenarios/orl/startup/largerproduct","instrument":"ORL-2.2","actor":"startup","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-customersite","url":"https://openroots.org/scenarios/orl/startup/customersite","instrument":"ORL-2.2","actor":"startup","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-clientwork","url":"https://openroots.org/scenarios/orl/startup/clientwork","instrument":"ORL-2.2","actor":"startup","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-training","url":"https://openroots.org/scenarios/orl/startup/training","instrument":"ORL-2.2","actor":"startup","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-startup-corpus","url":"https://openroots.org/scenarios/orl/startup/corpus","instrument":"ORL-2.2","actor":"startup","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-startup-rag","url":"https://openroots.org/scenarios/orl/startup/rag","instrument":"ORL-2.2","actor":"startup","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-startup-crossthreshold","url":"https://openroots.org/scenarios/orl/startup/crossthreshold","instrument":"ORL-2.2","actor":"startup","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-acquired","url":"https://openroots.org/scenarios/orl/startup/acquired","instrument":"ORL-2.2","actor":"startup","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-continuity","url":"https://openroots.org/scenarios/orl/startup/continuity","instrument":"ORL-2.2","actor":"startup","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-combine","url":"https://openroots.org/scenarios/orl/startup/combine","instrument":"ORL-2.2","actor":"startup","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-trademark","url":"https://openroots.org/scenarios/orl/startup/trademark","instrument":"ORL-2.2","actor":"startup","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-contribute","url":"https://openroots.org/scenarios/orl/startup/contribute","instrument":"ORL-2.2","actor":"startup","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-audit","url":"https://openroots.org/scenarios/orl/startup/audit","instrument":"ORL-2.2","actor":"startup","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-breach","url":"https://openroots.org/scenarios/orl/startup/breach","instrument":"ORL-2.2","actor":"startup","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-licensordies","url":"https://openroots.org/scenarios/orl/startup/licensordies","instrument":"ORL-2.2","actor":"startup","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-startup-sbom","url":"https://openroots.org/scenarios/orl/startup/sbom","instrument":"ORL-2.2","actor":"startup","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-evaluation","url":"https://openroots.org/scenarios/orl/agency/evaluation","instrument":"ORL-2.2","actor":"agency","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-internal","url":"https://openroots.org/scenarios/orl/agency/internal","instrument":"ORL-2.2","actor":"agency","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-production","url":"https://openroots.org/scenarios/orl/agency/production","instrument":"ORL-2.2","actor":"agency","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-embed","url":"https://openroots.org/scenarios/orl/agency/embed","instrument":"ORL-2.2","actor":"agency","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-hosted","url":"https://openroots.org/scenarios/orl/agency/hosted","instrument":"ORL-2.2","actor":"agency","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-fork","url":"https://openroots.org/scenarios/orl/agency/fork","instrument":"ORL-2.2","actor":"agency","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-redistribute","url":"https://openroots.org/scenarios/orl/agency/redistribute","instrument":"ORL-2.2","actor":"agency","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-resell","url":"https://openroots.org/scenarios/orl/agency/resell","instrument":"ORL-2.2","actor":"agency","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-repackage","url":"https://openroots.org/scenarios/orl/agency/repackage","instrument":"ORL-2.2","actor":"agency","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-port","url":"https://openroots.org/scenarios/orl/agency/port","instrument":"ORL-2.2","actor":"agency","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-marketplace","url":"https://openroots.org/scenarios/orl/agency/marketplace","instrument":"ORL-2.2","actor":"agency","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-largerproduct","url":"https://openroots.org/scenarios/orl/agency/largerproduct","instrument":"ORL-2.2","actor":"agency","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-customersite","url":"https://openroots.org/scenarios/orl/agency/customersite","instrument":"ORL-2.2","actor":"agency","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-clientwork","url":"https://openroots.org/scenarios/orl/agency/clientwork","instrument":"ORL-2.2","actor":"agency","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-training","url":"https://openroots.org/scenarios/orl/agency/training","instrument":"ORL-2.2","actor":"agency","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-agency-corpus","url":"https://openroots.org/scenarios/orl/agency/corpus","instrument":"ORL-2.2","actor":"agency","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-agency-rag","url":"https://openroots.org/scenarios/orl/agency/rag","instrument":"ORL-2.2","actor":"agency","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-agency-crossthreshold","url":"https://openroots.org/scenarios/orl/agency/crossthreshold","instrument":"ORL-2.2","actor":"agency","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-acquired","url":"https://openroots.org/scenarios/orl/agency/acquired","instrument":"ORL-2.2","actor":"agency","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-continuity","url":"https://openroots.org/scenarios/orl/agency/continuity","instrument":"ORL-2.2","actor":"agency","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-combine","url":"https://openroots.org/scenarios/orl/agency/combine","instrument":"ORL-2.2","actor":"agency","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-trademark","url":"https://openroots.org/scenarios/orl/agency/trademark","instrument":"ORL-2.2","actor":"agency","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-contribute","url":"https://openroots.org/scenarios/orl/agency/contribute","instrument":"ORL-2.2","actor":"agency","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-audit","url":"https://openroots.org/scenarios/orl/agency/audit","instrument":"ORL-2.2","actor":"agency","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-breach","url":"https://openroots.org/scenarios/orl/agency/breach","instrument":"ORL-2.2","actor":"agency","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-licensordies","url":"https://openroots.org/scenarios/orl/agency/licensordies","instrument":"ORL-2.2","actor":"agency","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-agency-sbom","url":"https://openroots.org/scenarios/orl/agency/sbom","instrument":"ORL-2.2","actor":"agency","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-scaleup-evaluation","url":"https://openroots.org/scenarios/orl/scaleup/evaluation","instrument":"ORL-2.2","actor":"scaleup","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-internal","url":"https://openroots.org/scenarios/orl/scaleup/internal","instrument":"ORL-2.2","actor":"scaleup","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-production","url":"https://openroots.org/scenarios/orl/scaleup/production","instrument":"ORL-2.2","actor":"scaleup","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-embed","url":"https://openroots.org/scenarios/orl/scaleup/embed","instrument":"ORL-2.2","actor":"scaleup","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-hosted","url":"https://openroots.org/scenarios/orl/scaleup/hosted","instrument":"ORL-2.2","actor":"scaleup","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-scaleup-fork","url":"https://openroots.org/scenarios/orl/scaleup/fork","instrument":"ORL-2.2","actor":"scaleup","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-redistribute","url":"https://openroots.org/scenarios/orl/scaleup/redistribute","instrument":"ORL-2.2","actor":"scaleup","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-resell","url":"https://openroots.org/scenarios/orl/scaleup/resell","instrument":"ORL-2.2","actor":"scaleup","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-scaleup-repackage","url":"https://openroots.org/scenarios/orl/scaleup/repackage","instrument":"ORL-2.2","actor":"scaleup","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-scaleup-port","url":"https://openroots.org/scenarios/orl/scaleup/port","instrument":"ORL-2.2","actor":"scaleup","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-scaleup-marketplace","url":"https://openroots.org/scenarios/orl/scaleup/marketplace","instrument":"ORL-2.2","actor":"scaleup","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-largerproduct","url":"https://openroots.org/scenarios/orl/scaleup/largerproduct","instrument":"ORL-2.2","actor":"scaleup","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-customersite","url":"https://openroots.org/scenarios/orl/scaleup/customersite","instrument":"ORL-2.2","actor":"scaleup","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-clientwork","url":"https://openroots.org/scenarios/orl/scaleup/clientwork","instrument":"ORL-2.2","actor":"scaleup","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work."]},{"slug":"orl-scaleup-training","url":"https://openroots.org/scenarios/orl/scaleup/training","instrument":"ORL-2.2","actor":"scaleup","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-scaleup-corpus","url":"https://openroots.org/scenarios/orl/scaleup/corpus","instrument":"ORL-2.2","actor":"scaleup","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-scaleup-rag","url":"https://openroots.org/scenarios/orl/scaleup/rag","instrument":"ORL-2.2","actor":"scaleup","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-scaleup-crossthreshold","url":"https://openroots.org/scenarios/orl/scaleup/crossthreshold","instrument":"ORL-2.2","actor":"scaleup","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-acquired","url":"https://openroots.org/scenarios/orl/scaleup/acquired","instrument":"ORL-2.2","actor":"scaleup","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-continuity","url":"https://openroots.org/scenarios/orl/scaleup/continuity","instrument":"ORL-2.2","actor":"scaleup","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-combine","url":"https://openroots.org/scenarios/orl/scaleup/combine","instrument":"ORL-2.2","actor":"scaleup","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-scaleup-trademark","url":"https://openroots.org/scenarios/orl/scaleup/trademark","instrument":"ORL-2.2","actor":"scaleup","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-contribute","url":"https://openroots.org/scenarios/orl/scaleup/contribute","instrument":"ORL-2.2","actor":"scaleup","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-audit","url":"https://openroots.org/scenarios/orl/scaleup/audit","instrument":"ORL-2.2","actor":"scaleup","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-breach","url":"https://openroots.org/scenarios/orl/scaleup/breach","instrument":"ORL-2.2","actor":"scaleup","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-scaleup-licensordies","url":"https://openroots.org/scenarios/orl/scaleup/licensordies","instrument":"ORL-2.2","actor":"scaleup","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-scaleup-sbom","url":"https://openroots.org/scenarios/orl/scaleup/sbom","instrument":"ORL-2.2","actor":"scaleup","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":[]},{"slug":"orl-enterprise-evaluation","url":"https://openroots.org/scenarios/orl/enterprise/evaluation","instrument":"ORL-2.2","actor":"enterprise","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-internal","url":"https://openroots.org/scenarios/orl/enterprise/internal","instrument":"ORL-2.2","actor":"enterprise","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-production","url":"https://openroots.org/scenarios/orl/enterprise/production","instrument":"ORL-2.2","actor":"enterprise","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-embed","url":"https://openroots.org/scenarios/orl/enterprise/embed","instrument":"ORL-2.2","actor":"enterprise","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-hosted","url":"https://openroots.org/scenarios/orl/enterprise/hosted","instrument":"ORL-2.2","actor":"enterprise","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-enterprise-fork","url":"https://openroots.org/scenarios/orl/enterprise/fork","instrument":"ORL-2.2","actor":"enterprise","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-redistribute","url":"https://openroots.org/scenarios/orl/enterprise/redistribute","instrument":"ORL-2.2","actor":"enterprise","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-resell","url":"https://openroots.org/scenarios/orl/enterprise/resell","instrument":"ORL-2.2","actor":"enterprise","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-enterprise-repackage","url":"https://openroots.org/scenarios/orl/enterprise/repackage","instrument":"ORL-2.2","actor":"enterprise","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-enterprise-port","url":"https://openroots.org/scenarios/orl/enterprise/port","instrument":"ORL-2.2","actor":"enterprise","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-enterprise-marketplace","url":"https://openroots.org/scenarios/orl/enterprise/marketplace","instrument":"ORL-2.2","actor":"enterprise","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-largerproduct","url":"https://openroots.org/scenarios/orl/enterprise/largerproduct","instrument":"ORL-2.2","actor":"enterprise","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-customersite","url":"https://openroots.org/scenarios/orl/enterprise/customersite","instrument":"ORL-2.2","actor":"enterprise","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-clientwork","url":"https://openroots.org/scenarios/orl/enterprise/clientwork","instrument":"ORL-2.2","actor":"enterprise","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work."]},{"slug":"orl-enterprise-training","url":"https://openroots.org/scenarios/orl/enterprise/training","instrument":"ORL-2.2","actor":"enterprise","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-enterprise-corpus","url":"https://openroots.org/scenarios/orl/enterprise/corpus","instrument":"ORL-2.2","actor":"enterprise","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-enterprise-rag","url":"https://openroots.org/scenarios/orl/enterprise/rag","instrument":"ORL-2.2","actor":"enterprise","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-enterprise-crossthreshold","url":"https://openroots.org/scenarios/orl/enterprise/crossthreshold","instrument":"ORL-2.2","actor":"enterprise","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-acquired","url":"https://openroots.org/scenarios/orl/enterprise/acquired","instrument":"ORL-2.2","actor":"enterprise","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-continuity","url":"https://openroots.org/scenarios/orl/enterprise/continuity","instrument":"ORL-2.2","actor":"enterprise","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-combine","url":"https://openroots.org/scenarios/orl/enterprise/combine","instrument":"ORL-2.2","actor":"enterprise","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-enterprise-trademark","url":"https://openroots.org/scenarios/orl/enterprise/trademark","instrument":"ORL-2.2","actor":"enterprise","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-contribute","url":"https://openroots.org/scenarios/orl/enterprise/contribute","instrument":"ORL-2.2","actor":"enterprise","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-audit","url":"https://openroots.org/scenarios/orl/enterprise/audit","instrument":"ORL-2.2","actor":"enterprise","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-breach","url":"https://openroots.org/scenarios/orl/enterprise/breach","instrument":"ORL-2.2","actor":"enterprise","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-enterprise-licensordies","url":"https://openroots.org/scenarios/orl/enterprise/licensordies","instrument":"ORL-2.2","actor":"enterprise","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-enterprise-sbom","url":"https://openroots.org/scenarios/orl/enterprise/sbom","instrument":"ORL-2.2","actor":"enterprise","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":[]},{"slug":"orl-nonprofit-evaluation","url":"https://openroots.org/scenarios/orl/nonprofit/evaluation","instrument":"ORL-2.2","actor":"nonprofit","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-internal","url":"https://openroots.org/scenarios/orl/nonprofit/internal","instrument":"ORL-2.2","actor":"nonprofit","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-production","url":"https://openroots.org/scenarios/orl/nonprofit/production","instrument":"ORL-2.2","actor":"nonprofit","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-embed","url":"https://openroots.org/scenarios/orl/nonprofit/embed","instrument":"ORL-2.2","actor":"nonprofit","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-hosted","url":"https://openroots.org/scenarios/orl/nonprofit/hosted","instrument":"ORL-2.2","actor":"nonprofit","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-fork","url":"https://openroots.org/scenarios/orl/nonprofit/fork","instrument":"ORL-2.2","actor":"nonprofit","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-redistribute","url":"https://openroots.org/scenarios/orl/nonprofit/redistribute","instrument":"ORL-2.2","actor":"nonprofit","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-resell","url":"https://openroots.org/scenarios/orl/nonprofit/resell","instrument":"ORL-2.2","actor":"nonprofit","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-repackage","url":"https://openroots.org/scenarios/orl/nonprofit/repackage","instrument":"ORL-2.2","actor":"nonprofit","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-port","url":"https://openroots.org/scenarios/orl/nonprofit/port","instrument":"ORL-2.2","actor":"nonprofit","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-marketplace","url":"https://openroots.org/scenarios/orl/nonprofit/marketplace","instrument":"ORL-2.2","actor":"nonprofit","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-largerproduct","url":"https://openroots.org/scenarios/orl/nonprofit/largerproduct","instrument":"ORL-2.2","actor":"nonprofit","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-customersite","url":"https://openroots.org/scenarios/orl/nonprofit/customersite","instrument":"ORL-2.2","actor":"nonprofit","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-clientwork","url":"https://openroots.org/scenarios/orl/nonprofit/clientwork","instrument":"ORL-2.2","actor":"nonprofit","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-training","url":"https://openroots.org/scenarios/orl/nonprofit/training","instrument":"ORL-2.2","actor":"nonprofit","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-nonprofit-corpus","url":"https://openroots.org/scenarios/orl/nonprofit/corpus","instrument":"ORL-2.2","actor":"nonprofit","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-nonprofit-rag","url":"https://openroots.org/scenarios/orl/nonprofit/rag","instrument":"ORL-2.2","actor":"nonprofit","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-nonprofit-crossthreshold","url":"https://openroots.org/scenarios/orl/nonprofit/crossthreshold","instrument":"ORL-2.2","actor":"nonprofit","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-acquired","url":"https://openroots.org/scenarios/orl/nonprofit/acquired","instrument":"ORL-2.2","actor":"nonprofit","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-continuity","url":"https://openroots.org/scenarios/orl/nonprofit/continuity","instrument":"ORL-2.2","actor":"nonprofit","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-combine","url":"https://openroots.org/scenarios/orl/nonprofit/combine","instrument":"ORL-2.2","actor":"nonprofit","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-trademark","url":"https://openroots.org/scenarios/orl/nonprofit/trademark","instrument":"ORL-2.2","actor":"nonprofit","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-contribute","url":"https://openroots.org/scenarios/orl/nonprofit/contribute","instrument":"ORL-2.2","actor":"nonprofit","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-audit","url":"https://openroots.org/scenarios/orl/nonprofit/audit","instrument":"ORL-2.2","actor":"nonprofit","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-breach","url":"https://openroots.org/scenarios/orl/nonprofit/breach","instrument":"ORL-2.2","actor":"nonprofit","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-licensordies","url":"https://openroots.org/scenarios/orl/nonprofit/licensordies","instrument":"ORL-2.2","actor":"nonprofit","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-nonprofit-sbom","url":"https://openroots.org/scenarios/orl/nonprofit/sbom","instrument":"ORL-2.2","actor":"nonprofit","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-evaluation","url":"https://openroots.org/scenarios/orl/university/evaluation","instrument":"ORL-2.2","actor":"university","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-internal","url":"https://openroots.org/scenarios/orl/university/internal","instrument":"ORL-2.2","actor":"university","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-production","url":"https://openroots.org/scenarios/orl/university/production","instrument":"ORL-2.2","actor":"university","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-embed","url":"https://openroots.org/scenarios/orl/university/embed","instrument":"ORL-2.2","actor":"university","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-hosted","url":"https://openroots.org/scenarios/orl/university/hosted","instrument":"ORL-2.2","actor":"university","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-fork","url":"https://openroots.org/scenarios/orl/university/fork","instrument":"ORL-2.2","actor":"university","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-redistribute","url":"https://openroots.org/scenarios/orl/university/redistribute","instrument":"ORL-2.2","actor":"university","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-resell","url":"https://openroots.org/scenarios/orl/university/resell","instrument":"ORL-2.2","actor":"university","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-repackage","url":"https://openroots.org/scenarios/orl/university/repackage","instrument":"ORL-2.2","actor":"university","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-port","url":"https://openroots.org/scenarios/orl/university/port","instrument":"ORL-2.2","actor":"university","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-marketplace","url":"https://openroots.org/scenarios/orl/university/marketplace","instrument":"ORL-2.2","actor":"university","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-largerproduct","url":"https://openroots.org/scenarios/orl/university/largerproduct","instrument":"ORL-2.2","actor":"university","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-customersite","url":"https://openroots.org/scenarios/orl/university/customersite","instrument":"ORL-2.2","actor":"university","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-clientwork","url":"https://openroots.org/scenarios/orl/university/clientwork","instrument":"ORL-2.2","actor":"university","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-training","url":"https://openroots.org/scenarios/orl/university/training","instrument":"ORL-2.2","actor":"university","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-university-corpus","url":"https://openroots.org/scenarios/orl/university/corpus","instrument":"ORL-2.2","actor":"university","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-university-rag","url":"https://openroots.org/scenarios/orl/university/rag","instrument":"ORL-2.2","actor":"university","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-university-crossthreshold","url":"https://openroots.org/scenarios/orl/university/crossthreshold","instrument":"ORL-2.2","actor":"university","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-acquired","url":"https://openroots.org/scenarios/orl/university/acquired","instrument":"ORL-2.2","actor":"university","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-continuity","url":"https://openroots.org/scenarios/orl/university/continuity","instrument":"ORL-2.2","actor":"university","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-combine","url":"https://openroots.org/scenarios/orl/university/combine","instrument":"ORL-2.2","actor":"university","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-trademark","url":"https://openroots.org/scenarios/orl/university/trademark","instrument":"ORL-2.2","actor":"university","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-contribute","url":"https://openroots.org/scenarios/orl/university/contribute","instrument":"ORL-2.2","actor":"university","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-audit","url":"https://openroots.org/scenarios/orl/university/audit","instrument":"ORL-2.2","actor":"university","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-breach","url":"https://openroots.org/scenarios/orl/university/breach","instrument":"ORL-2.2","actor":"university","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-licensordies","url":"https://openroots.org/scenarios/orl/university/licensordies","instrument":"ORL-2.2","actor":"university","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-university-sbom","url":"https://openroots.org/scenarios/orl/university/sbom","instrument":"ORL-2.2","actor":"university","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-evaluation","url":"https://openroots.org/scenarios/orl/government/evaluation","instrument":"ORL-2.2","actor":"government","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-internal","url":"https://openroots.org/scenarios/orl/government/internal","instrument":"ORL-2.2","actor":"government","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-production","url":"https://openroots.org/scenarios/orl/government/production","instrument":"ORL-2.2","actor":"government","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-embed","url":"https://openroots.org/scenarios/orl/government/embed","instrument":"ORL-2.2","actor":"government","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-hosted","url":"https://openroots.org/scenarios/orl/government/hosted","instrument":"ORL-2.2","actor":"government","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-fork","url":"https://openroots.org/scenarios/orl/government/fork","instrument":"ORL-2.2","actor":"government","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-redistribute","url":"https://openroots.org/scenarios/orl/government/redistribute","instrument":"ORL-2.2","actor":"government","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-resell","url":"https://openroots.org/scenarios/orl/government/resell","instrument":"ORL-2.2","actor":"government","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-repackage","url":"https://openroots.org/scenarios/orl/government/repackage","instrument":"ORL-2.2","actor":"government","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-port","url":"https://openroots.org/scenarios/orl/government/port","instrument":"ORL-2.2","actor":"government","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-marketplace","url":"https://openroots.org/scenarios/orl/government/marketplace","instrument":"ORL-2.2","actor":"government","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-largerproduct","url":"https://openroots.org/scenarios/orl/government/largerproduct","instrument":"ORL-2.2","actor":"government","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-customersite","url":"https://openroots.org/scenarios/orl/government/customersite","instrument":"ORL-2.2","actor":"government","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-clientwork","url":"https://openroots.org/scenarios/orl/government/clientwork","instrument":"ORL-2.2","actor":"government","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-training","url":"https://openroots.org/scenarios/orl/government/training","instrument":"ORL-2.2","actor":"government","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-government-corpus","url":"https://openroots.org/scenarios/orl/government/corpus","instrument":"ORL-2.2","actor":"government","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-government-rag","url":"https://openroots.org/scenarios/orl/government/rag","instrument":"ORL-2.2","actor":"government","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-government-crossthreshold","url":"https://openroots.org/scenarios/orl/government/crossthreshold","instrument":"ORL-2.2","actor":"government","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-acquired","url":"https://openroots.org/scenarios/orl/government/acquired","instrument":"ORL-2.2","actor":"government","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-continuity","url":"https://openroots.org/scenarios/orl/government/continuity","instrument":"ORL-2.2","actor":"government","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-combine","url":"https://openroots.org/scenarios/orl/government/combine","instrument":"ORL-2.2","actor":"government","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-trademark","url":"https://openroots.org/scenarios/orl/government/trademark","instrument":"ORL-2.2","actor":"government","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-contribute","url":"https://openroots.org/scenarios/orl/government/contribute","instrument":"ORL-2.2","actor":"government","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-audit","url":"https://openroots.org/scenarios/orl/government/audit","instrument":"ORL-2.2","actor":"government","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-breach","url":"https://openroots.org/scenarios/orl/government/breach","instrument":"ORL-2.2","actor":"government","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-licensordies","url":"https://openroots.org/scenarios/orl/government/licensordies","instrument":"ORL-2.2","actor":"government","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-government-sbom","url":"https://openroots.org/scenarios/orl/government/sbom","instrument":"ORL-2.2","actor":"government","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover."]},{"slug":"orl-cloudprovider-evaluation","url":"https://openroots.org/scenarios/orl/cloudprovider/evaluation","instrument":"ORL-2.2","actor":"cloudprovider","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-internal","url":"https://openroots.org/scenarios/orl/cloudprovider/internal","instrument":"ORL-2.2","actor":"cloudprovider","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-production","url":"https://openroots.org/scenarios/orl/cloudprovider/production","instrument":"ORL-2.2","actor":"cloudprovider","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-embed","url":"https://openroots.org/scenarios/orl/cloudprovider/embed","instrument":"ORL-2.2","actor":"cloudprovider","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-hosted","url":"https://openroots.org/scenarios/orl/cloudprovider/hosted","instrument":"ORL-2.2","actor":"cloudprovider","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-cloudprovider-fork","url":"https://openroots.org/scenarios/orl/cloudprovider/fork","instrument":"ORL-2.2","actor":"cloudprovider","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-redistribute","url":"https://openroots.org/scenarios/orl/cloudprovider/redistribute","instrument":"ORL-2.2","actor":"cloudprovider","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-resell","url":"https://openroots.org/scenarios/orl/cloudprovider/resell","instrument":"ORL-2.2","actor":"cloudprovider","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-cloudprovider-repackage","url":"https://openroots.org/scenarios/orl/cloudprovider/repackage","instrument":"ORL-2.2","actor":"cloudprovider","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-cloudprovider-port","url":"https://openroots.org/scenarios/orl/cloudprovider/port","instrument":"ORL-2.2","actor":"cloudprovider","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-cloudprovider-marketplace","url":"https://openroots.org/scenarios/orl/cloudprovider/marketplace","instrument":"ORL-2.2","actor":"cloudprovider","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-largerproduct","url":"https://openroots.org/scenarios/orl/cloudprovider/largerproduct","instrument":"ORL-2.2","actor":"cloudprovider","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-customersite","url":"https://openroots.org/scenarios/orl/cloudprovider/customersite","instrument":"ORL-2.2","actor":"cloudprovider","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-clientwork","url":"https://openroots.org/scenarios/orl/cloudprovider/clientwork","instrument":"ORL-2.2","actor":"cloudprovider","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work."]},{"slug":"orl-cloudprovider-training","url":"https://openroots.org/scenarios/orl/cloudprovider/training","instrument":"ORL-2.2","actor":"cloudprovider","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-cloudprovider-corpus","url":"https://openroots.org/scenarios/orl/cloudprovider/corpus","instrument":"ORL-2.2","actor":"cloudprovider","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-cloudprovider-rag","url":"https://openroots.org/scenarios/orl/cloudprovider/rag","instrument":"ORL-2.2","actor":"cloudprovider","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-cloudprovider-crossthreshold","url":"https://openroots.org/scenarios/orl/cloudprovider/crossthreshold","instrument":"ORL-2.2","actor":"cloudprovider","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-acquired","url":"https://openroots.org/scenarios/orl/cloudprovider/acquired","instrument":"ORL-2.2","actor":"cloudprovider","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-continuity","url":"https://openroots.org/scenarios/orl/cloudprovider/continuity","instrument":"ORL-2.2","actor":"cloudprovider","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-combine","url":"https://openroots.org/scenarios/orl/cloudprovider/combine","instrument":"ORL-2.2","actor":"cloudprovider","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-cloudprovider-trademark","url":"https://openroots.org/scenarios/orl/cloudprovider/trademark","instrument":"ORL-2.2","actor":"cloudprovider","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-contribute","url":"https://openroots.org/scenarios/orl/cloudprovider/contribute","instrument":"ORL-2.2","actor":"cloudprovider","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-audit","url":"https://openroots.org/scenarios/orl/cloudprovider/audit","instrument":"ORL-2.2","actor":"cloudprovider","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-breach","url":"https://openroots.org/scenarios/orl/cloudprovider/breach","instrument":"ORL-2.2","actor":"cloudprovider","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-cloudprovider-licensordies","url":"https://openroots.org/scenarios/orl/cloudprovider/licensordies","instrument":"ORL-2.2","actor":"cloudprovider","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-cloudprovider-sbom","url":"https://openroots.org/scenarios/orl/cloudprovider/sbom","instrument":"ORL-2.2","actor":"cloudprovider","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":[]},{"slug":"orl-aicompany-evaluation","url":"https://openroots.org/scenarios/orl/aicompany/evaluation","instrument":"ORL-2.2","actor":"aicompany","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-internal","url":"https://openroots.org/scenarios/orl/aicompany/internal","instrument":"ORL-2.2","actor":"aicompany","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-production","url":"https://openroots.org/scenarios/orl/aicompany/production","instrument":"ORL-2.2","actor":"aicompany","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-embed","url":"https://openroots.org/scenarios/orl/aicompany/embed","instrument":"ORL-2.2","actor":"aicompany","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-hosted","url":"https://openroots.org/scenarios/orl/aicompany/hosted","instrument":"ORL-2.2","actor":"aicompany","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-aicompany-fork","url":"https://openroots.org/scenarios/orl/aicompany/fork","instrument":"ORL-2.2","actor":"aicompany","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-redistribute","url":"https://openroots.org/scenarios/orl/aicompany/redistribute","instrument":"ORL-2.2","actor":"aicompany","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-resell","url":"https://openroots.org/scenarios/orl/aicompany/resell","instrument":"ORL-2.2","actor":"aicompany","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-aicompany-repackage","url":"https://openroots.org/scenarios/orl/aicompany/repackage","instrument":"ORL-2.2","actor":"aicompany","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-aicompany-port","url":"https://openroots.org/scenarios/orl/aicompany/port","instrument":"ORL-2.2","actor":"aicompany","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-aicompany-marketplace","url":"https://openroots.org/scenarios/orl/aicompany/marketplace","instrument":"ORL-2.2","actor":"aicompany","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-largerproduct","url":"https://openroots.org/scenarios/orl/aicompany/largerproduct","instrument":"ORL-2.2","actor":"aicompany","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-customersite","url":"https://openroots.org/scenarios/orl/aicompany/customersite","instrument":"ORL-2.2","actor":"aicompany","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-clientwork","url":"https://openroots.org/scenarios/orl/aicompany/clientwork","instrument":"ORL-2.2","actor":"aicompany","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work."]},{"slug":"orl-aicompany-training","url":"https://openroots.org/scenarios/orl/aicompany/training","instrument":"ORL-2.2","actor":"aicompany","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-aicompany-corpus","url":"https://openroots.org/scenarios/orl/aicompany/corpus","instrument":"ORL-2.2","actor":"aicompany","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-aicompany-rag","url":"https://openroots.org/scenarios/orl/aicompany/rag","instrument":"ORL-2.2","actor":"aicompany","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-aicompany-crossthreshold","url":"https://openroots.org/scenarios/orl/aicompany/crossthreshold","instrument":"ORL-2.2","actor":"aicompany","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-acquired","url":"https://openroots.org/scenarios/orl/aicompany/acquired","instrument":"ORL-2.2","actor":"aicompany","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-continuity","url":"https://openroots.org/scenarios/orl/aicompany/continuity","instrument":"ORL-2.2","actor":"aicompany","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-combine","url":"https://openroots.org/scenarios/orl/aicompany/combine","instrument":"ORL-2.2","actor":"aicompany","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-aicompany-trademark","url":"https://openroots.org/scenarios/orl/aicompany/trademark","instrument":"ORL-2.2","actor":"aicompany","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-contribute","url":"https://openroots.org/scenarios/orl/aicompany/contribute","instrument":"ORL-2.2","actor":"aicompany","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-audit","url":"https://openroots.org/scenarios/orl/aicompany/audit","instrument":"ORL-2.2","actor":"aicompany","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-breach","url":"https://openroots.org/scenarios/orl/aicompany/breach","instrument":"ORL-2.2","actor":"aicompany","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":[]},{"slug":"orl-aicompany-licensordies","url":"https://openroots.org/scenarios/orl/aicompany/licensordies","instrument":"ORL-2.2","actor":"aicompany","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":[]},{"slug":"orl-aicompany-sbom","url":"https://openroots.org/scenarios/orl/aicompany/sbom","instrument":"ORL-2.2","actor":"aicompany","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":[]},{"slug":"orl-reseller-evaluation","url":"https://openroots.org/scenarios/orl/reseller/evaluation","instrument":"ORL-2.2","actor":"reseller","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-internal","url":"https://openroots.org/scenarios/orl/reseller/internal","instrument":"ORL-2.2","actor":"reseller","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-production","url":"https://openroots.org/scenarios/orl/reseller/production","instrument":"ORL-2.2","actor":"reseller","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-embed","url":"https://openroots.org/scenarios/orl/reseller/embed","instrument":"ORL-2.2","actor":"reseller","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-hosted","url":"https://openroots.org/scenarios/orl/reseller/hosted","instrument":"ORL-2.2","actor":"reseller","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-fork","url":"https://openroots.org/scenarios/orl/reseller/fork","instrument":"ORL-2.2","actor":"reseller","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the notice, licence reference, governing version, and attribution records under Section 8.1. Section 8.3 also requires a discoverable identification of altered portions.","sections":["8.1","8.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-redistribute","url":"https://openroots.org/scenarios/orl/reseller/redistribute","instrument":"ORL-2.2","actor":"reseller","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-resell","url":"https://openroots.org/scenarios/orl/reseller/resell","instrument":"ORL-2.2","actor":"reseller","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-repackage","url":"https://openroots.org/scenarios/orl/reseller/repackage","instrument":"ORL-2.2","actor":"reseller","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-port","url":"https://openroots.org/scenarios/orl/reseller/port","instrument":"ORL-2.2","actor":"reseller","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-marketplace","url":"https://openroots.org/scenarios/orl/reseller/marketplace","instrument":"ORL-2.2","actor":"reseller","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-largerproduct","url":"https://openroots.org/scenarios/orl/reseller/largerproduct","instrument":"ORL-2.2","actor":"reseller","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-customersite","url":"https://openroots.org/scenarios/orl/reseller/customersite","instrument":"ORL-2.2","actor":"reseller","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-clientwork","url":"https://openroots.org/scenarios/orl/reseller/clientwork","instrument":"ORL-2.2","actor":"reseller","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work."]},{"slug":"orl-reseller-training","url":"https://openroots.org/scenarios/orl/reseller/training","instrument":"ORL-2.2","actor":"reseller","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-reseller-corpus","url":"https://openroots.org/scenarios/orl/reseller/corpus","instrument":"ORL-2.2","actor":"reseller","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you."]},{"slug":"orl-reseller-rag","url":"https://openroots.org/scenarios/orl/reseller/rag","instrument":"ORL-2.2","actor":"reseller","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 source files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point."]},{"slug":"orl-reseller-crossthreshold","url":"https://openroots.org/scenarios/orl/reseller/crossthreshold","instrument":"ORL-2.2","actor":"reseller","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-acquired","url":"https://openroots.org/scenarios/orl/reseller/acquired","instrument":"ORL-2.2","actor":"reseller","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-continuity","url":"https://openroots.org/scenarios/orl/reseller/continuity","instrument":"ORL-2.2","actor":"reseller","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-combine","url":"https://openroots.org/scenarios/orl/reseller/combine","instrument":"ORL-2.2","actor":"reseller","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-trademark","url":"https://openroots.org/scenarios/orl/reseller/trademark","instrument":"ORL-2.2","actor":"reseller","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-contribute","url":"https://openroots.org/scenarios/orl/reseller/contribute","instrument":"ORL-2.2","actor":"reseller","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-audit","url":"https://openroots.org/scenarios/orl/reseller/audit","instrument":"ORL-2.2","actor":"reseller","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-breach","url":"https://openroots.org/scenarios/orl/reseller/breach","instrument":"ORL-2.2","actor":"reseller","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-licensordies","url":"https://openroots.org/scenarios/orl/reseller/licensordies","instrument":"ORL-2.2","actor":"reseller","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"orl-reseller-sbom","url":"https://openroots.org/scenarios/orl/reseller/sbom","instrument":"ORL-2.2","actor":"reseller","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small."]},{"slug":"ord-individual-evaluation","url":"https://openroots.org/scenarios/ord/individual/evaluation","instrument":"ORD-2.2","actor":"individual","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-internal","url":"https://openroots.org/scenarios/ord/individual/internal","instrument":"ORD-2.2","actor":"individual","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-production","url":"https://openroots.org/scenarios/ord/individual/production","instrument":"ORD-2.2","actor":"individual","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-embed","url":"https://openroots.org/scenarios/ord/individual/embed","instrument":"ORD-2.2","actor":"individual","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-hosted","url":"https://openroots.org/scenarios/ord/individual/hosted","instrument":"ORD-2.2","actor":"individual","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-fork","url":"https://openroots.org/scenarios/ord/individual/fork","instrument":"ORD-2.2","actor":"individual","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-redistribute","url":"https://openroots.org/scenarios/ord/individual/redistribute","instrument":"ORD-2.2","actor":"individual","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-resell","url":"https://openroots.org/scenarios/ord/individual/resell","instrument":"ORD-2.2","actor":"individual","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-repackage","url":"https://openroots.org/scenarios/ord/individual/repackage","instrument":"ORD-2.2","actor":"individual","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-port","url":"https://openroots.org/scenarios/ord/individual/port","instrument":"ORD-2.2","actor":"individual","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-marketplace","url":"https://openroots.org/scenarios/ord/individual/marketplace","instrument":"ORD-2.2","actor":"individual","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-largerproduct","url":"https://openroots.org/scenarios/ord/individual/largerproduct","instrument":"ORD-2.2","actor":"individual","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-customersite","url":"https://openroots.org/scenarios/ord/individual/customersite","instrument":"ORD-2.2","actor":"individual","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-clientwork","url":"https://openroots.org/scenarios/ord/individual/clientwork","instrument":"ORD-2.2","actor":"individual","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-training","url":"https://openroots.org/scenarios/ord/individual/training","instrument":"ORD-2.2","actor":"individual","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-corpus","url":"https://openroots.org/scenarios/ord/individual/corpus","instrument":"ORD-2.2","actor":"individual","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-rag","url":"https://openroots.org/scenarios/ord/individual/rag","instrument":"ORD-2.2","actor":"individual","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-crossthreshold","url":"https://openroots.org/scenarios/ord/individual/crossthreshold","instrument":"ORD-2.2","actor":"individual","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-acquired","url":"https://openroots.org/scenarios/ord/individual/acquired","instrument":"ORD-2.2","actor":"individual","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-continuity","url":"https://openroots.org/scenarios/ord/individual/continuity","instrument":"ORD-2.2","actor":"individual","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-combine","url":"https://openroots.org/scenarios/ord/individual/combine","instrument":"ORD-2.2","actor":"individual","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-trademark","url":"https://openroots.org/scenarios/ord/individual/trademark","instrument":"ORD-2.2","actor":"individual","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-contribute","url":"https://openroots.org/scenarios/ord/individual/contribute","instrument":"ORD-2.2","actor":"individual","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-audit","url":"https://openroots.org/scenarios/ord/individual/audit","instrument":"ORD-2.2","actor":"individual","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-breach","url":"https://openroots.org/scenarios/ord/individual/breach","instrument":"ORD-2.2","actor":"individual","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-licensordies","url":"https://openroots.org/scenarios/ord/individual/licensordies","instrument":"ORD-2.2","actor":"individual","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-individual-sbom","url":"https://openroots.org/scenarios/ord/individual/sbom","instrument":"ORD-2.2","actor":"individual","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-evaluation","url":"https://openroots.org/scenarios/ord/sidebusiness/evaluation","instrument":"ORD-2.2","actor":"sidebusiness","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-internal","url":"https://openroots.org/scenarios/ord/sidebusiness/internal","instrument":"ORD-2.2","actor":"sidebusiness","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-production","url":"https://openroots.org/scenarios/ord/sidebusiness/production","instrument":"ORD-2.2","actor":"sidebusiness","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-embed","url":"https://openroots.org/scenarios/ord/sidebusiness/embed","instrument":"ORD-2.2","actor":"sidebusiness","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-hosted","url":"https://openroots.org/scenarios/ord/sidebusiness/hosted","instrument":"ORD-2.2","actor":"sidebusiness","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-fork","url":"https://openroots.org/scenarios/ord/sidebusiness/fork","instrument":"ORD-2.2","actor":"sidebusiness","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-redistribute","url":"https://openroots.org/scenarios/ord/sidebusiness/redistribute","instrument":"ORD-2.2","actor":"sidebusiness","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-resell","url":"https://openroots.org/scenarios/ord/sidebusiness/resell","instrument":"ORD-2.2","actor":"sidebusiness","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-repackage","url":"https://openroots.org/scenarios/ord/sidebusiness/repackage","instrument":"ORD-2.2","actor":"sidebusiness","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-port","url":"https://openroots.org/scenarios/ord/sidebusiness/port","instrument":"ORD-2.2","actor":"sidebusiness","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-marketplace","url":"https://openroots.org/scenarios/ord/sidebusiness/marketplace","instrument":"ORD-2.2","actor":"sidebusiness","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-largerproduct","url":"https://openroots.org/scenarios/ord/sidebusiness/largerproduct","instrument":"ORD-2.2","actor":"sidebusiness","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-customersite","url":"https://openroots.org/scenarios/ord/sidebusiness/customersite","instrument":"ORD-2.2","actor":"sidebusiness","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-clientwork","url":"https://openroots.org/scenarios/ord/sidebusiness/clientwork","instrument":"ORD-2.2","actor":"sidebusiness","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-training","url":"https://openroots.org/scenarios/ord/sidebusiness/training","instrument":"ORD-2.2","actor":"sidebusiness","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-corpus","url":"https://openroots.org/scenarios/ord/sidebusiness/corpus","instrument":"ORD-2.2","actor":"sidebusiness","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-rag","url":"https://openroots.org/scenarios/ord/sidebusiness/rag","instrument":"ORD-2.2","actor":"sidebusiness","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-crossthreshold","url":"https://openroots.org/scenarios/ord/sidebusiness/crossthreshold","instrument":"ORD-2.2","actor":"sidebusiness","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-acquired","url":"https://openroots.org/scenarios/ord/sidebusiness/acquired","instrument":"ORD-2.2","actor":"sidebusiness","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-continuity","url":"https://openroots.org/scenarios/ord/sidebusiness/continuity","instrument":"ORD-2.2","actor":"sidebusiness","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-combine","url":"https://openroots.org/scenarios/ord/sidebusiness/combine","instrument":"ORD-2.2","actor":"sidebusiness","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-trademark","url":"https://openroots.org/scenarios/ord/sidebusiness/trademark","instrument":"ORD-2.2","actor":"sidebusiness","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-contribute","url":"https://openroots.org/scenarios/ord/sidebusiness/contribute","instrument":"ORD-2.2","actor":"sidebusiness","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-audit","url":"https://openroots.org/scenarios/ord/sidebusiness/audit","instrument":"ORD-2.2","actor":"sidebusiness","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-breach","url":"https://openroots.org/scenarios/ord/sidebusiness/breach","instrument":"ORD-2.2","actor":"sidebusiness","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-licensordies","url":"https://openroots.org/scenarios/ord/sidebusiness/licensordies","instrument":"ORD-2.2","actor":"sidebusiness","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-sidebusiness-sbom","url":"https://openroots.org/scenarios/ord/sidebusiness/sbom","instrument":"ORD-2.2","actor":"sidebusiness","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-evaluation","url":"https://openroots.org/scenarios/ord/startup/evaluation","instrument":"ORD-2.2","actor":"startup","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-internal","url":"https://openroots.org/scenarios/ord/startup/internal","instrument":"ORD-2.2","actor":"startup","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-production","url":"https://openroots.org/scenarios/ord/startup/production","instrument":"ORD-2.2","actor":"startup","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-embed","url":"https://openroots.org/scenarios/ord/startup/embed","instrument":"ORD-2.2","actor":"startup","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-hosted","url":"https://openroots.org/scenarios/ord/startup/hosted","instrument":"ORD-2.2","actor":"startup","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-fork","url":"https://openroots.org/scenarios/ord/startup/fork","instrument":"ORD-2.2","actor":"startup","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-redistribute","url":"https://openroots.org/scenarios/ord/startup/redistribute","instrument":"ORD-2.2","actor":"startup","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-resell","url":"https://openroots.org/scenarios/ord/startup/resell","instrument":"ORD-2.2","actor":"startup","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-repackage","url":"https://openroots.org/scenarios/ord/startup/repackage","instrument":"ORD-2.2","actor":"startup","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-port","url":"https://openroots.org/scenarios/ord/startup/port","instrument":"ORD-2.2","actor":"startup","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-marketplace","url":"https://openroots.org/scenarios/ord/startup/marketplace","instrument":"ORD-2.2","actor":"startup","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-largerproduct","url":"https://openroots.org/scenarios/ord/startup/largerproduct","instrument":"ORD-2.2","actor":"startup","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-customersite","url":"https://openroots.org/scenarios/ord/startup/customersite","instrument":"ORD-2.2","actor":"startup","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-clientwork","url":"https://openroots.org/scenarios/ord/startup/clientwork","instrument":"ORD-2.2","actor":"startup","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-training","url":"https://openroots.org/scenarios/ord/startup/training","instrument":"ORD-2.2","actor":"startup","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-corpus","url":"https://openroots.org/scenarios/ord/startup/corpus","instrument":"ORD-2.2","actor":"startup","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-rag","url":"https://openroots.org/scenarios/ord/startup/rag","instrument":"ORD-2.2","actor":"startup","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-crossthreshold","url":"https://openroots.org/scenarios/ord/startup/crossthreshold","instrument":"ORD-2.2","actor":"startup","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-acquired","url":"https://openroots.org/scenarios/ord/startup/acquired","instrument":"ORD-2.2","actor":"startup","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-continuity","url":"https://openroots.org/scenarios/ord/startup/continuity","instrument":"ORD-2.2","actor":"startup","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-combine","url":"https://openroots.org/scenarios/ord/startup/combine","instrument":"ORD-2.2","actor":"startup","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-trademark","url":"https://openroots.org/scenarios/ord/startup/trademark","instrument":"ORD-2.2","actor":"startup","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-contribute","url":"https://openroots.org/scenarios/ord/startup/contribute","instrument":"ORD-2.2","actor":"startup","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-audit","url":"https://openroots.org/scenarios/ord/startup/audit","instrument":"ORD-2.2","actor":"startup","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-breach","url":"https://openroots.org/scenarios/ord/startup/breach","instrument":"ORD-2.2","actor":"startup","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-licensordies","url":"https://openroots.org/scenarios/ord/startup/licensordies","instrument":"ORD-2.2","actor":"startup","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-startup-sbom","url":"https://openroots.org/scenarios/ord/startup/sbom","instrument":"ORD-2.2","actor":"startup","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-evaluation","url":"https://openroots.org/scenarios/ord/agency/evaluation","instrument":"ORD-2.2","actor":"agency","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-internal","url":"https://openroots.org/scenarios/ord/agency/internal","instrument":"ORD-2.2","actor":"agency","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-production","url":"https://openroots.org/scenarios/ord/agency/production","instrument":"ORD-2.2","actor":"agency","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-embed","url":"https://openroots.org/scenarios/ord/agency/embed","instrument":"ORD-2.2","actor":"agency","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-hosted","url":"https://openroots.org/scenarios/ord/agency/hosted","instrument":"ORD-2.2","actor":"agency","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-fork","url":"https://openroots.org/scenarios/ord/agency/fork","instrument":"ORD-2.2","actor":"agency","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-redistribute","url":"https://openroots.org/scenarios/ord/agency/redistribute","instrument":"ORD-2.2","actor":"agency","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-resell","url":"https://openroots.org/scenarios/ord/agency/resell","instrument":"ORD-2.2","actor":"agency","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-repackage","url":"https://openroots.org/scenarios/ord/agency/repackage","instrument":"ORD-2.2","actor":"agency","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-port","url":"https://openroots.org/scenarios/ord/agency/port","instrument":"ORD-2.2","actor":"agency","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-marketplace","url":"https://openroots.org/scenarios/ord/agency/marketplace","instrument":"ORD-2.2","actor":"agency","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-largerproduct","url":"https://openroots.org/scenarios/ord/agency/largerproduct","instrument":"ORD-2.2","actor":"agency","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-customersite","url":"https://openroots.org/scenarios/ord/agency/customersite","instrument":"ORD-2.2","actor":"agency","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-clientwork","url":"https://openroots.org/scenarios/ord/agency/clientwork","instrument":"ORD-2.2","actor":"agency","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-training","url":"https://openroots.org/scenarios/ord/agency/training","instrument":"ORD-2.2","actor":"agency","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-corpus","url":"https://openroots.org/scenarios/ord/agency/corpus","instrument":"ORD-2.2","actor":"agency","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-rag","url":"https://openroots.org/scenarios/ord/agency/rag","instrument":"ORD-2.2","actor":"agency","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-crossthreshold","url":"https://openroots.org/scenarios/ord/agency/crossthreshold","instrument":"ORD-2.2","actor":"agency","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-acquired","url":"https://openroots.org/scenarios/ord/agency/acquired","instrument":"ORD-2.2","actor":"agency","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-continuity","url":"https://openroots.org/scenarios/ord/agency/continuity","instrument":"ORD-2.2","actor":"agency","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-combine","url":"https://openroots.org/scenarios/ord/agency/combine","instrument":"ORD-2.2","actor":"agency","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-trademark","url":"https://openroots.org/scenarios/ord/agency/trademark","instrument":"ORD-2.2","actor":"agency","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-contribute","url":"https://openroots.org/scenarios/ord/agency/contribute","instrument":"ORD-2.2","actor":"agency","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-audit","url":"https://openroots.org/scenarios/ord/agency/audit","instrument":"ORD-2.2","actor":"agency","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-breach","url":"https://openroots.org/scenarios/ord/agency/breach","instrument":"ORD-2.2","actor":"agency","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-licensordies","url":"https://openroots.org/scenarios/ord/agency/licensordies","instrument":"ORD-2.2","actor":"agency","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-agency-sbom","url":"https://openroots.org/scenarios/ord/agency/sbom","instrument":"ORD-2.2","actor":"agency","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-evaluation","url":"https://openroots.org/scenarios/ord/scaleup/evaluation","instrument":"ORD-2.2","actor":"scaleup","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-internal","url":"https://openroots.org/scenarios/ord/scaleup/internal","instrument":"ORD-2.2","actor":"scaleup","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-production","url":"https://openroots.org/scenarios/ord/scaleup/production","instrument":"ORD-2.2","actor":"scaleup","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-embed","url":"https://openroots.org/scenarios/ord/scaleup/embed","instrument":"ORD-2.2","actor":"scaleup","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-hosted","url":"https://openroots.org/scenarios/ord/scaleup/hosted","instrument":"ORD-2.2","actor":"scaleup","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-fork","url":"https://openroots.org/scenarios/ord/scaleup/fork","instrument":"ORD-2.2","actor":"scaleup","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-redistribute","url":"https://openroots.org/scenarios/ord/scaleup/redistribute","instrument":"ORD-2.2","actor":"scaleup","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-resell","url":"https://openroots.org/scenarios/ord/scaleup/resell","instrument":"ORD-2.2","actor":"scaleup","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-repackage","url":"https://openroots.org/scenarios/ord/scaleup/repackage","instrument":"ORD-2.2","actor":"scaleup","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-port","url":"https://openroots.org/scenarios/ord/scaleup/port","instrument":"ORD-2.2","actor":"scaleup","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-marketplace","url":"https://openroots.org/scenarios/ord/scaleup/marketplace","instrument":"ORD-2.2","actor":"scaleup","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-largerproduct","url":"https://openroots.org/scenarios/ord/scaleup/largerproduct","instrument":"ORD-2.2","actor":"scaleup","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-customersite","url":"https://openroots.org/scenarios/ord/scaleup/customersite","instrument":"ORD-2.2","actor":"scaleup","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-clientwork","url":"https://openroots.org/scenarios/ord/scaleup/clientwork","instrument":"ORD-2.2","actor":"scaleup","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-training","url":"https://openroots.org/scenarios/ord/scaleup/training","instrument":"ORD-2.2","actor":"scaleup","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-corpus","url":"https://openroots.org/scenarios/ord/scaleup/corpus","instrument":"ORD-2.2","actor":"scaleup","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-rag","url":"https://openroots.org/scenarios/ord/scaleup/rag","instrument":"ORD-2.2","actor":"scaleup","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-crossthreshold","url":"https://openroots.org/scenarios/ord/scaleup/crossthreshold","instrument":"ORD-2.2","actor":"scaleup","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-acquired","url":"https://openroots.org/scenarios/ord/scaleup/acquired","instrument":"ORD-2.2","actor":"scaleup","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-continuity","url":"https://openroots.org/scenarios/ord/scaleup/continuity","instrument":"ORD-2.2","actor":"scaleup","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-combine","url":"https://openroots.org/scenarios/ord/scaleup/combine","instrument":"ORD-2.2","actor":"scaleup","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-trademark","url":"https://openroots.org/scenarios/ord/scaleup/trademark","instrument":"ORD-2.2","actor":"scaleup","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-contribute","url":"https://openroots.org/scenarios/ord/scaleup/contribute","instrument":"ORD-2.2","actor":"scaleup","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-audit","url":"https://openroots.org/scenarios/ord/scaleup/audit","instrument":"ORD-2.2","actor":"scaleup","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-breach","url":"https://openroots.org/scenarios/ord/scaleup/breach","instrument":"ORD-2.2","actor":"scaleup","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-licensordies","url":"https://openroots.org/scenarios/ord/scaleup/licensordies","instrument":"ORD-2.2","actor":"scaleup","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-scaleup-sbom","url":"https://openroots.org/scenarios/ord/scaleup/sbom","instrument":"ORD-2.2","actor":"scaleup","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-evaluation","url":"https://openroots.org/scenarios/ord/enterprise/evaluation","instrument":"ORD-2.2","actor":"enterprise","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-internal","url":"https://openroots.org/scenarios/ord/enterprise/internal","instrument":"ORD-2.2","actor":"enterprise","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-production","url":"https://openroots.org/scenarios/ord/enterprise/production","instrument":"ORD-2.2","actor":"enterprise","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-embed","url":"https://openroots.org/scenarios/ord/enterprise/embed","instrument":"ORD-2.2","actor":"enterprise","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-hosted","url":"https://openroots.org/scenarios/ord/enterprise/hosted","instrument":"ORD-2.2","actor":"enterprise","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-fork","url":"https://openroots.org/scenarios/ord/enterprise/fork","instrument":"ORD-2.2","actor":"enterprise","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-redistribute","url":"https://openroots.org/scenarios/ord/enterprise/redistribute","instrument":"ORD-2.2","actor":"enterprise","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-resell","url":"https://openroots.org/scenarios/ord/enterprise/resell","instrument":"ORD-2.2","actor":"enterprise","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-repackage","url":"https://openroots.org/scenarios/ord/enterprise/repackage","instrument":"ORD-2.2","actor":"enterprise","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-port","url":"https://openroots.org/scenarios/ord/enterprise/port","instrument":"ORD-2.2","actor":"enterprise","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-marketplace","url":"https://openroots.org/scenarios/ord/enterprise/marketplace","instrument":"ORD-2.2","actor":"enterprise","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-largerproduct","url":"https://openroots.org/scenarios/ord/enterprise/largerproduct","instrument":"ORD-2.2","actor":"enterprise","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-customersite","url":"https://openroots.org/scenarios/ord/enterprise/customersite","instrument":"ORD-2.2","actor":"enterprise","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-clientwork","url":"https://openroots.org/scenarios/ord/enterprise/clientwork","instrument":"ORD-2.2","actor":"enterprise","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-training","url":"https://openroots.org/scenarios/ord/enterprise/training","instrument":"ORD-2.2","actor":"enterprise","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-corpus","url":"https://openroots.org/scenarios/ord/enterprise/corpus","instrument":"ORD-2.2","actor":"enterprise","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-rag","url":"https://openroots.org/scenarios/ord/enterprise/rag","instrument":"ORD-2.2","actor":"enterprise","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-crossthreshold","url":"https://openroots.org/scenarios/ord/enterprise/crossthreshold","instrument":"ORD-2.2","actor":"enterprise","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-acquired","url":"https://openroots.org/scenarios/ord/enterprise/acquired","instrument":"ORD-2.2","actor":"enterprise","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-continuity","url":"https://openroots.org/scenarios/ord/enterprise/continuity","instrument":"ORD-2.2","actor":"enterprise","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-combine","url":"https://openroots.org/scenarios/ord/enterprise/combine","instrument":"ORD-2.2","actor":"enterprise","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-trademark","url":"https://openroots.org/scenarios/ord/enterprise/trademark","instrument":"ORD-2.2","actor":"enterprise","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-contribute","url":"https://openroots.org/scenarios/ord/enterprise/contribute","instrument":"ORD-2.2","actor":"enterprise","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-audit","url":"https://openroots.org/scenarios/ord/enterprise/audit","instrument":"ORD-2.2","actor":"enterprise","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-breach","url":"https://openroots.org/scenarios/ord/enterprise/breach","instrument":"ORD-2.2","actor":"enterprise","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-licensordies","url":"https://openroots.org/scenarios/ord/enterprise/licensordies","instrument":"ORD-2.2","actor":"enterprise","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-enterprise-sbom","url":"https://openroots.org/scenarios/ord/enterprise/sbom","instrument":"ORD-2.2","actor":"enterprise","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-evaluation","url":"https://openroots.org/scenarios/ord/nonprofit/evaluation","instrument":"ORD-2.2","actor":"nonprofit","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-internal","url":"https://openroots.org/scenarios/ord/nonprofit/internal","instrument":"ORD-2.2","actor":"nonprofit","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-production","url":"https://openroots.org/scenarios/ord/nonprofit/production","instrument":"ORD-2.2","actor":"nonprofit","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-embed","url":"https://openroots.org/scenarios/ord/nonprofit/embed","instrument":"ORD-2.2","actor":"nonprofit","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-hosted","url":"https://openroots.org/scenarios/ord/nonprofit/hosted","instrument":"ORD-2.2","actor":"nonprofit","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-fork","url":"https://openroots.org/scenarios/ord/nonprofit/fork","instrument":"ORD-2.2","actor":"nonprofit","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-redistribute","url":"https://openroots.org/scenarios/ord/nonprofit/redistribute","instrument":"ORD-2.2","actor":"nonprofit","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-resell","url":"https://openroots.org/scenarios/ord/nonprofit/resell","instrument":"ORD-2.2","actor":"nonprofit","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-repackage","url":"https://openroots.org/scenarios/ord/nonprofit/repackage","instrument":"ORD-2.2","actor":"nonprofit","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-port","url":"https://openroots.org/scenarios/ord/nonprofit/port","instrument":"ORD-2.2","actor":"nonprofit","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-marketplace","url":"https://openroots.org/scenarios/ord/nonprofit/marketplace","instrument":"ORD-2.2","actor":"nonprofit","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-largerproduct","url":"https://openroots.org/scenarios/ord/nonprofit/largerproduct","instrument":"ORD-2.2","actor":"nonprofit","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-customersite","url":"https://openroots.org/scenarios/ord/nonprofit/customersite","instrument":"ORD-2.2","actor":"nonprofit","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-clientwork","url":"https://openroots.org/scenarios/ord/nonprofit/clientwork","instrument":"ORD-2.2","actor":"nonprofit","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-training","url":"https://openroots.org/scenarios/ord/nonprofit/training","instrument":"ORD-2.2","actor":"nonprofit","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-corpus","url":"https://openroots.org/scenarios/ord/nonprofit/corpus","instrument":"ORD-2.2","actor":"nonprofit","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-rag","url":"https://openroots.org/scenarios/ord/nonprofit/rag","instrument":"ORD-2.2","actor":"nonprofit","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-crossthreshold","url":"https://openroots.org/scenarios/ord/nonprofit/crossthreshold","instrument":"ORD-2.2","actor":"nonprofit","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-acquired","url":"https://openroots.org/scenarios/ord/nonprofit/acquired","instrument":"ORD-2.2","actor":"nonprofit","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-continuity","url":"https://openroots.org/scenarios/ord/nonprofit/continuity","instrument":"ORD-2.2","actor":"nonprofit","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-combine","url":"https://openroots.org/scenarios/ord/nonprofit/combine","instrument":"ORD-2.2","actor":"nonprofit","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-trademark","url":"https://openroots.org/scenarios/ord/nonprofit/trademark","instrument":"ORD-2.2","actor":"nonprofit","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-contribute","url":"https://openroots.org/scenarios/ord/nonprofit/contribute","instrument":"ORD-2.2","actor":"nonprofit","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-audit","url":"https://openroots.org/scenarios/ord/nonprofit/audit","instrument":"ORD-2.2","actor":"nonprofit","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-breach","url":"https://openroots.org/scenarios/ord/nonprofit/breach","instrument":"ORD-2.2","actor":"nonprofit","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-licensordies","url":"https://openroots.org/scenarios/ord/nonprofit/licensordies","instrument":"ORD-2.2","actor":"nonprofit","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-nonprofit-sbom","url":"https://openroots.org/scenarios/ord/nonprofit/sbom","instrument":"ORD-2.2","actor":"nonprofit","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-evaluation","url":"https://openroots.org/scenarios/ord/university/evaluation","instrument":"ORD-2.2","actor":"university","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-internal","url":"https://openroots.org/scenarios/ord/university/internal","instrument":"ORD-2.2","actor":"university","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-production","url":"https://openroots.org/scenarios/ord/university/production","instrument":"ORD-2.2","actor":"university","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-embed","url":"https://openroots.org/scenarios/ord/university/embed","instrument":"ORD-2.2","actor":"university","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-hosted","url":"https://openroots.org/scenarios/ord/university/hosted","instrument":"ORD-2.2","actor":"university","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-fork","url":"https://openroots.org/scenarios/ord/university/fork","instrument":"ORD-2.2","actor":"university","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-redistribute","url":"https://openroots.org/scenarios/ord/university/redistribute","instrument":"ORD-2.2","actor":"university","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-resell","url":"https://openroots.org/scenarios/ord/university/resell","instrument":"ORD-2.2","actor":"university","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-repackage","url":"https://openroots.org/scenarios/ord/university/repackage","instrument":"ORD-2.2","actor":"university","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-port","url":"https://openroots.org/scenarios/ord/university/port","instrument":"ORD-2.2","actor":"university","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-marketplace","url":"https://openroots.org/scenarios/ord/university/marketplace","instrument":"ORD-2.2","actor":"university","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-largerproduct","url":"https://openroots.org/scenarios/ord/university/largerproduct","instrument":"ORD-2.2","actor":"university","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-customersite","url":"https://openroots.org/scenarios/ord/university/customersite","instrument":"ORD-2.2","actor":"university","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-clientwork","url":"https://openroots.org/scenarios/ord/university/clientwork","instrument":"ORD-2.2","actor":"university","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-training","url":"https://openroots.org/scenarios/ord/university/training","instrument":"ORD-2.2","actor":"university","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-corpus","url":"https://openroots.org/scenarios/ord/university/corpus","instrument":"ORD-2.2","actor":"university","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-rag","url":"https://openroots.org/scenarios/ord/university/rag","instrument":"ORD-2.2","actor":"university","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-crossthreshold","url":"https://openroots.org/scenarios/ord/university/crossthreshold","instrument":"ORD-2.2","actor":"university","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-acquired","url":"https://openroots.org/scenarios/ord/university/acquired","instrument":"ORD-2.2","actor":"university","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-continuity","url":"https://openroots.org/scenarios/ord/university/continuity","instrument":"ORD-2.2","actor":"university","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-combine","url":"https://openroots.org/scenarios/ord/university/combine","instrument":"ORD-2.2","actor":"university","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-trademark","url":"https://openroots.org/scenarios/ord/university/trademark","instrument":"ORD-2.2","actor":"university","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-contribute","url":"https://openroots.org/scenarios/ord/university/contribute","instrument":"ORD-2.2","actor":"university","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-audit","url":"https://openroots.org/scenarios/ord/university/audit","instrument":"ORD-2.2","actor":"university","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-breach","url":"https://openroots.org/scenarios/ord/university/breach","instrument":"ORD-2.2","actor":"university","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-licensordies","url":"https://openroots.org/scenarios/ord/university/licensordies","instrument":"ORD-2.2","actor":"university","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-university-sbom","url":"https://openroots.org/scenarios/ord/university/sbom","instrument":"ORD-2.2","actor":"university","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-evaluation","url":"https://openroots.org/scenarios/ord/government/evaluation","instrument":"ORD-2.2","actor":"government","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-internal","url":"https://openroots.org/scenarios/ord/government/internal","instrument":"ORD-2.2","actor":"government","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-production","url":"https://openroots.org/scenarios/ord/government/production","instrument":"ORD-2.2","actor":"government","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-embed","url":"https://openroots.org/scenarios/ord/government/embed","instrument":"ORD-2.2","actor":"government","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-hosted","url":"https://openroots.org/scenarios/ord/government/hosted","instrument":"ORD-2.2","actor":"government","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-fork","url":"https://openroots.org/scenarios/ord/government/fork","instrument":"ORD-2.2","actor":"government","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-redistribute","url":"https://openroots.org/scenarios/ord/government/redistribute","instrument":"ORD-2.2","actor":"government","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-resell","url":"https://openroots.org/scenarios/ord/government/resell","instrument":"ORD-2.2","actor":"government","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-repackage","url":"https://openroots.org/scenarios/ord/government/repackage","instrument":"ORD-2.2","actor":"government","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-port","url":"https://openroots.org/scenarios/ord/government/port","instrument":"ORD-2.2","actor":"government","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-marketplace","url":"https://openroots.org/scenarios/ord/government/marketplace","instrument":"ORD-2.2","actor":"government","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-largerproduct","url":"https://openroots.org/scenarios/ord/government/largerproduct","instrument":"ORD-2.2","actor":"government","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-customersite","url":"https://openroots.org/scenarios/ord/government/customersite","instrument":"ORD-2.2","actor":"government","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-clientwork","url":"https://openroots.org/scenarios/ord/government/clientwork","instrument":"ORD-2.2","actor":"government","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-training","url":"https://openroots.org/scenarios/ord/government/training","instrument":"ORD-2.2","actor":"government","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-corpus","url":"https://openroots.org/scenarios/ord/government/corpus","instrument":"ORD-2.2","actor":"government","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-rag","url":"https://openroots.org/scenarios/ord/government/rag","instrument":"ORD-2.2","actor":"government","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-crossthreshold","url":"https://openroots.org/scenarios/ord/government/crossthreshold","instrument":"ORD-2.2","actor":"government","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-acquired","url":"https://openroots.org/scenarios/ord/government/acquired","instrument":"ORD-2.2","actor":"government","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-continuity","url":"https://openroots.org/scenarios/ord/government/continuity","instrument":"ORD-2.2","actor":"government","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-combine","url":"https://openroots.org/scenarios/ord/government/combine","instrument":"ORD-2.2","actor":"government","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-trademark","url":"https://openroots.org/scenarios/ord/government/trademark","instrument":"ORD-2.2","actor":"government","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-contribute","url":"https://openroots.org/scenarios/ord/government/contribute","instrument":"ORD-2.2","actor":"government","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-audit","url":"https://openroots.org/scenarios/ord/government/audit","instrument":"ORD-2.2","actor":"government","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-breach","url":"https://openroots.org/scenarios/ord/government/breach","instrument":"ORD-2.2","actor":"government","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-licensordies","url":"https://openroots.org/scenarios/ord/government/licensordies","instrument":"ORD-2.2","actor":"government","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-government-sbom","url":"https://openroots.org/scenarios/ord/government/sbom","instrument":"ORD-2.2","actor":"government","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-evaluation","url":"https://openroots.org/scenarios/ord/cloudprovider/evaluation","instrument":"ORD-2.2","actor":"cloudprovider","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-internal","url":"https://openroots.org/scenarios/ord/cloudprovider/internal","instrument":"ORD-2.2","actor":"cloudprovider","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-production","url":"https://openroots.org/scenarios/ord/cloudprovider/production","instrument":"ORD-2.2","actor":"cloudprovider","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-embed","url":"https://openroots.org/scenarios/ord/cloudprovider/embed","instrument":"ORD-2.2","actor":"cloudprovider","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-hosted","url":"https://openroots.org/scenarios/ord/cloudprovider/hosted","instrument":"ORD-2.2","actor":"cloudprovider","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-fork","url":"https://openroots.org/scenarios/ord/cloudprovider/fork","instrument":"ORD-2.2","actor":"cloudprovider","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-redistribute","url":"https://openroots.org/scenarios/ord/cloudprovider/redistribute","instrument":"ORD-2.2","actor":"cloudprovider","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-resell","url":"https://openroots.org/scenarios/ord/cloudprovider/resell","instrument":"ORD-2.2","actor":"cloudprovider","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-repackage","url":"https://openroots.org/scenarios/ord/cloudprovider/repackage","instrument":"ORD-2.2","actor":"cloudprovider","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-port","url":"https://openroots.org/scenarios/ord/cloudprovider/port","instrument":"ORD-2.2","actor":"cloudprovider","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-marketplace","url":"https://openroots.org/scenarios/ord/cloudprovider/marketplace","instrument":"ORD-2.2","actor":"cloudprovider","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-largerproduct","url":"https://openroots.org/scenarios/ord/cloudprovider/largerproduct","instrument":"ORD-2.2","actor":"cloudprovider","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-customersite","url":"https://openroots.org/scenarios/ord/cloudprovider/customersite","instrument":"ORD-2.2","actor":"cloudprovider","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-clientwork","url":"https://openroots.org/scenarios/ord/cloudprovider/clientwork","instrument":"ORD-2.2","actor":"cloudprovider","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-training","url":"https://openroots.org/scenarios/ord/cloudprovider/training","instrument":"ORD-2.2","actor":"cloudprovider","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-corpus","url":"https://openroots.org/scenarios/ord/cloudprovider/corpus","instrument":"ORD-2.2","actor":"cloudprovider","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-rag","url":"https://openroots.org/scenarios/ord/cloudprovider/rag","instrument":"ORD-2.2","actor":"cloudprovider","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-crossthreshold","url":"https://openroots.org/scenarios/ord/cloudprovider/crossthreshold","instrument":"ORD-2.2","actor":"cloudprovider","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-acquired","url":"https://openroots.org/scenarios/ord/cloudprovider/acquired","instrument":"ORD-2.2","actor":"cloudprovider","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-continuity","url":"https://openroots.org/scenarios/ord/cloudprovider/continuity","instrument":"ORD-2.2","actor":"cloudprovider","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-combine","url":"https://openroots.org/scenarios/ord/cloudprovider/combine","instrument":"ORD-2.2","actor":"cloudprovider","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-trademark","url":"https://openroots.org/scenarios/ord/cloudprovider/trademark","instrument":"ORD-2.2","actor":"cloudprovider","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-contribute","url":"https://openroots.org/scenarios/ord/cloudprovider/contribute","instrument":"ORD-2.2","actor":"cloudprovider","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-audit","url":"https://openroots.org/scenarios/ord/cloudprovider/audit","instrument":"ORD-2.2","actor":"cloudprovider","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-breach","url":"https://openroots.org/scenarios/ord/cloudprovider/breach","instrument":"ORD-2.2","actor":"cloudprovider","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-licensordies","url":"https://openroots.org/scenarios/ord/cloudprovider/licensordies","instrument":"ORD-2.2","actor":"cloudprovider","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-cloudprovider-sbom","url":"https://openroots.org/scenarios/ord/cloudprovider/sbom","instrument":"ORD-2.2","actor":"cloudprovider","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-evaluation","url":"https://openroots.org/scenarios/ord/aicompany/evaluation","instrument":"ORD-2.2","actor":"aicompany","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-internal","url":"https://openroots.org/scenarios/ord/aicompany/internal","instrument":"ORD-2.2","actor":"aicompany","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-production","url":"https://openroots.org/scenarios/ord/aicompany/production","instrument":"ORD-2.2","actor":"aicompany","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-embed","url":"https://openroots.org/scenarios/ord/aicompany/embed","instrument":"ORD-2.2","actor":"aicompany","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-hosted","url":"https://openroots.org/scenarios/ord/aicompany/hosted","instrument":"ORD-2.2","actor":"aicompany","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. 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A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-fork","url":"https://openroots.org/scenarios/ord/aicompany/fork","instrument":"ORD-2.2","actor":"aicompany","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-redistribute","url":"https://openroots.org/scenarios/ord/aicompany/redistribute","instrument":"ORD-2.2","actor":"aicompany","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-resell","url":"https://openroots.org/scenarios/ord/aicompany/resell","instrument":"ORD-2.2","actor":"aicompany","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. 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A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-repackage","url":"https://openroots.org/scenarios/ord/aicompany/repackage","instrument":"ORD-2.2","actor":"aicompany","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-port","url":"https://openroots.org/scenarios/ord/aicompany/port","instrument":"ORD-2.2","actor":"aicompany","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. 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A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-marketplace","url":"https://openroots.org/scenarios/ord/aicompany/marketplace","instrument":"ORD-2.2","actor":"aicompany","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-largerproduct","url":"https://openroots.org/scenarios/ord/aicompany/largerproduct","instrument":"ORD-2.2","actor":"aicompany","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-customersite","url":"https://openroots.org/scenarios/ord/aicompany/customersite","instrument":"ORD-2.2","actor":"aicompany","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-clientwork","url":"https://openroots.org/scenarios/ord/aicompany/clientwork","instrument":"ORD-2.2","actor":"aicompany","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-training","url":"https://openroots.org/scenarios/ord/aicompany/training","instrument":"ORD-2.2","actor":"aicompany","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-corpus","url":"https://openroots.org/scenarios/ord/aicompany/corpus","instrument":"ORD-2.2","actor":"aicompany","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-rag","url":"https://openroots.org/scenarios/ord/aicompany/rag","instrument":"ORD-2.2","actor":"aicompany","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. 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Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-crossthreshold","url":"https://openroots.org/scenarios/ord/aicompany/crossthreshold","instrument":"ORD-2.2","actor":"aicompany","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-acquired","url":"https://openroots.org/scenarios/ord/aicompany/acquired","instrument":"ORD-2.2","actor":"aicompany","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-continuity","url":"https://openroots.org/scenarios/ord/aicompany/continuity","instrument":"ORD-2.2","actor":"aicompany","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-combine","url":"https://openroots.org/scenarios/ord/aicompany/combine","instrument":"ORD-2.2","actor":"aicompany","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-trademark","url":"https://openroots.org/scenarios/ord/aicompany/trademark","instrument":"ORD-2.2","actor":"aicompany","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-contribute","url":"https://openroots.org/scenarios/ord/aicompany/contribute","instrument":"ORD-2.2","actor":"aicompany","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-audit","url":"https://openroots.org/scenarios/ord/aicompany/audit","instrument":"ORD-2.2","actor":"aicompany","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-breach","url":"https://openroots.org/scenarios/ord/aicompany/breach","instrument":"ORD-2.2","actor":"aicompany","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-licensordies","url":"https://openroots.org/scenarios/ord/aicompany/licensordies","instrument":"ORD-2.2","actor":"aicompany","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-aicompany-sbom","url":"https://openroots.org/scenarios/ord/aicompany/sbom","instrument":"ORD-2.2","actor":"aicompany","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-evaluation","url":"https://openroots.org/scenarios/ord/reseller/evaluation","instrument":"ORD-2.2","actor":"reseller","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-internal","url":"https://openroots.org/scenarios/ord/reseller/internal","instrument":"ORD-2.2","actor":"reseller","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-production","url":"https://openroots.org/scenarios/ord/reseller/production","instrument":"ORD-2.2","actor":"reseller","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-embed","url":"https://openroots.org/scenarios/ord/reseller/embed","instrument":"ORD-2.2","actor":"reseller","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-hosted","url":"https://openroots.org/scenarios/ord/reseller/hosted","instrument":"ORD-2.2","actor":"reseller","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-fork","url":"https://openroots.org/scenarios/ord/reseller/fork","instrument":"ORD-2.2","actor":"reseller","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Retain the supplied provenance record under Section 8.1 and append a traceable record of your transformations under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-redistribute","url":"https://openroots.org/scenarios/ord/reseller/redistribute","instrument":"ORD-2.2","actor":"reseller","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-resell","url":"https://openroots.org/scenarios/ord/reseller/resell","instrument":"ORD-2.2","actor":"reseller","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-repackage","url":"https://openroots.org/scenarios/ord/reseller/repackage","instrument":"ORD-2.2","actor":"reseller","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-port","url":"https://openroots.org/scenarios/ord/reseller/port","instrument":"ORD-2.2","actor":"reseller","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-marketplace","url":"https://openroots.org/scenarios/ord/reseller/marketplace","instrument":"ORD-2.2","actor":"reseller","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-largerproduct","url":"https://openroots.org/scenarios/ord/reseller/largerproduct","instrument":"ORD-2.2","actor":"reseller","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-customersite","url":"https://openroots.org/scenarios/ord/reseller/customersite","instrument":"ORD-2.2","actor":"reseller","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-clientwork","url":"https://openroots.org/scenarios/ord/reseller/clientwork","instrument":"ORD-2.2","actor":"reseller","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-training","url":"https://openroots.org/scenarios/ord/reseller/training","instrument":"ORD-2.2","actor":"reseller","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-corpus","url":"https://openroots.org/scenarios/ord/reseller/corpus","instrument":"ORD-2.2","actor":"reseller","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-rag","url":"https://openroots.org/scenarios/ord/reseller/rag","instrument":"ORD-2.2","actor":"reseller","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per million records included in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-crossthreshold","url":"https://openroots.org/scenarios/ord/reseller/crossthreshold","instrument":"ORD-2.2","actor":"reseller","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-acquired","url":"https://openroots.org/scenarios/ord/reseller/acquired","instrument":"ORD-2.2","actor":"reseller","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-continuity","url":"https://openroots.org/scenarios/ord/reseller/continuity","instrument":"ORD-2.2","actor":"reseller","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-combine","url":"https://openroots.org/scenarios/ord/reseller/combine","instrument":"ORD-2.2","actor":"reseller","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-trademark","url":"https://openroots.org/scenarios/ord/reseller/trademark","instrument":"ORD-2.2","actor":"reseller","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-contribute","url":"https://openroots.org/scenarios/ord/reseller/contribute","instrument":"ORD-2.2","actor":"reseller","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-audit","url":"https://openroots.org/scenarios/ord/reseller/audit","instrument":"ORD-2.2","actor":"reseller","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-breach","url":"https://openroots.org/scenarios/ord/reseller/breach","instrument":"ORD-2.2","actor":"reseller","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-licensordies","url":"https://openroots.org/scenarios/ord/reseller/licensordies","instrument":"ORD-2.2","actor":"reseller","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"ord-reseller-sbom","url":"https://openroots.org/scenarios/ord/reseller/sbom","instrument":"ORD-2.2","actor":"reseller","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 of ORD requires a withdrawal of consent to propagate to any derivative you have distributed. Whether that is operationally achievable at depth is a published open question."]},{"slug":"orm-individual-evaluation","url":"https://openroots.org/scenarios/orm/individual/evaluation","instrument":"ORM-2.2","actor":"individual","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-internal","url":"https://openroots.org/scenarios/orm/individual/internal","instrument":"ORM-2.2","actor":"individual","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-production","url":"https://openroots.org/scenarios/orm/individual/production","instrument":"ORM-2.2","actor":"individual","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-embed","url":"https://openroots.org/scenarios/orm/individual/embed","instrument":"ORM-2.2","actor":"individual","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-hosted","url":"https://openroots.org/scenarios/orm/individual/hosted","instrument":"ORM-2.2","actor":"individual","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-fork","url":"https://openroots.org/scenarios/orm/individual/fork","instrument":"ORM-2.2","actor":"individual","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-redistribute","url":"https://openroots.org/scenarios/orm/individual/redistribute","instrument":"ORM-2.2","actor":"individual","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-resell","url":"https://openroots.org/scenarios/orm/individual/resell","instrument":"ORM-2.2","actor":"individual","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-repackage","url":"https://openroots.org/scenarios/orm/individual/repackage","instrument":"ORM-2.2","actor":"individual","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-port","url":"https://openroots.org/scenarios/orm/individual/port","instrument":"ORM-2.2","actor":"individual","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-marketplace","url":"https://openroots.org/scenarios/orm/individual/marketplace","instrument":"ORM-2.2","actor":"individual","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-largerproduct","url":"https://openroots.org/scenarios/orm/individual/largerproduct","instrument":"ORM-2.2","actor":"individual","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-customersite","url":"https://openroots.org/scenarios/orm/individual/customersite","instrument":"ORM-2.2","actor":"individual","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-clientwork","url":"https://openroots.org/scenarios/orm/individual/clientwork","instrument":"ORM-2.2","actor":"individual","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-training","url":"https://openroots.org/scenarios/orm/individual/training","instrument":"ORM-2.2","actor":"individual","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-corpus","url":"https://openroots.org/scenarios/orm/individual/corpus","instrument":"ORM-2.2","actor":"individual","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-rag","url":"https://openroots.org/scenarios/orm/individual/rag","instrument":"ORM-2.2","actor":"individual","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-crossthreshold","url":"https://openroots.org/scenarios/orm/individual/crossthreshold","instrument":"ORM-2.2","actor":"individual","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-acquired","url":"https://openroots.org/scenarios/orm/individual/acquired","instrument":"ORM-2.2","actor":"individual","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-continuity","url":"https://openroots.org/scenarios/orm/individual/continuity","instrument":"ORM-2.2","actor":"individual","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-combine","url":"https://openroots.org/scenarios/orm/individual/combine","instrument":"ORM-2.2","actor":"individual","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-trademark","url":"https://openroots.org/scenarios/orm/individual/trademark","instrument":"ORM-2.2","actor":"individual","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-contribute","url":"https://openroots.org/scenarios/orm/individual/contribute","instrument":"ORM-2.2","actor":"individual","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-audit","url":"https://openroots.org/scenarios/orm/individual/audit","instrument":"ORM-2.2","actor":"individual","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-breach","url":"https://openroots.org/scenarios/orm/individual/breach","instrument":"ORM-2.2","actor":"individual","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-licensordies","url":"https://openroots.org/scenarios/orm/individual/licensordies","instrument":"ORM-2.2","actor":"individual","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-individual-sbom","url":"https://openroots.org/scenarios/orm/individual/sbom","instrument":"ORM-2.2","actor":"individual","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-evaluation","url":"https://openroots.org/scenarios/orm/sidebusiness/evaluation","instrument":"ORM-2.2","actor":"sidebusiness","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-internal","url":"https://openroots.org/scenarios/orm/sidebusiness/internal","instrument":"ORM-2.2","actor":"sidebusiness","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-production","url":"https://openroots.org/scenarios/orm/sidebusiness/production","instrument":"ORM-2.2","actor":"sidebusiness","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-embed","url":"https://openroots.org/scenarios/orm/sidebusiness/embed","instrument":"ORM-2.2","actor":"sidebusiness","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-hosted","url":"https://openroots.org/scenarios/orm/sidebusiness/hosted","instrument":"ORM-2.2","actor":"sidebusiness","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-fork","url":"https://openroots.org/scenarios/orm/sidebusiness/fork","instrument":"ORM-2.2","actor":"sidebusiness","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-redistribute","url":"https://openroots.org/scenarios/orm/sidebusiness/redistribute","instrument":"ORM-2.2","actor":"sidebusiness","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-resell","url":"https://openroots.org/scenarios/orm/sidebusiness/resell","instrument":"ORM-2.2","actor":"sidebusiness","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-repackage","url":"https://openroots.org/scenarios/orm/sidebusiness/repackage","instrument":"ORM-2.2","actor":"sidebusiness","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-port","url":"https://openroots.org/scenarios/orm/sidebusiness/port","instrument":"ORM-2.2","actor":"sidebusiness","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-marketplace","url":"https://openroots.org/scenarios/orm/sidebusiness/marketplace","instrument":"ORM-2.2","actor":"sidebusiness","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-largerproduct","url":"https://openroots.org/scenarios/orm/sidebusiness/largerproduct","instrument":"ORM-2.2","actor":"sidebusiness","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-customersite","url":"https://openroots.org/scenarios/orm/sidebusiness/customersite","instrument":"ORM-2.2","actor":"sidebusiness","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-clientwork","url":"https://openroots.org/scenarios/orm/sidebusiness/clientwork","instrument":"ORM-2.2","actor":"sidebusiness","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-training","url":"https://openroots.org/scenarios/orm/sidebusiness/training","instrument":"ORM-2.2","actor":"sidebusiness","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-corpus","url":"https://openroots.org/scenarios/orm/sidebusiness/corpus","instrument":"ORM-2.2","actor":"sidebusiness","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-rag","url":"https://openroots.org/scenarios/orm/sidebusiness/rag","instrument":"ORM-2.2","actor":"sidebusiness","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-crossthreshold","url":"https://openroots.org/scenarios/orm/sidebusiness/crossthreshold","instrument":"ORM-2.2","actor":"sidebusiness","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-acquired","url":"https://openroots.org/scenarios/orm/sidebusiness/acquired","instrument":"ORM-2.2","actor":"sidebusiness","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-continuity","url":"https://openroots.org/scenarios/orm/sidebusiness/continuity","instrument":"ORM-2.2","actor":"sidebusiness","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-combine","url":"https://openroots.org/scenarios/orm/sidebusiness/combine","instrument":"ORM-2.2","actor":"sidebusiness","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-trademark","url":"https://openroots.org/scenarios/orm/sidebusiness/trademark","instrument":"ORM-2.2","actor":"sidebusiness","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-contribute","url":"https://openroots.org/scenarios/orm/sidebusiness/contribute","instrument":"ORM-2.2","actor":"sidebusiness","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-audit","url":"https://openroots.org/scenarios/orm/sidebusiness/audit","instrument":"ORM-2.2","actor":"sidebusiness","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-breach","url":"https://openroots.org/scenarios/orm/sidebusiness/breach","instrument":"ORM-2.2","actor":"sidebusiness","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-licensordies","url":"https://openroots.org/scenarios/orm/sidebusiness/licensordies","instrument":"ORM-2.2","actor":"sidebusiness","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-sidebusiness-sbom","url":"https://openroots.org/scenarios/orm/sidebusiness/sbom","instrument":"ORM-2.2","actor":"sidebusiness","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-evaluation","url":"https://openroots.org/scenarios/orm/startup/evaluation","instrument":"ORM-2.2","actor":"startup","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-internal","url":"https://openroots.org/scenarios/orm/startup/internal","instrument":"ORM-2.2","actor":"startup","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-production","url":"https://openroots.org/scenarios/orm/startup/production","instrument":"ORM-2.2","actor":"startup","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-embed","url":"https://openroots.org/scenarios/orm/startup/embed","instrument":"ORM-2.2","actor":"startup","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-hosted","url":"https://openroots.org/scenarios/orm/startup/hosted","instrument":"ORM-2.2","actor":"startup","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-fork","url":"https://openroots.org/scenarios/orm/startup/fork","instrument":"ORM-2.2","actor":"startup","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-redistribute","url":"https://openroots.org/scenarios/orm/startup/redistribute","instrument":"ORM-2.2","actor":"startup","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-resell","url":"https://openroots.org/scenarios/orm/startup/resell","instrument":"ORM-2.2","actor":"startup","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-repackage","url":"https://openroots.org/scenarios/orm/startup/repackage","instrument":"ORM-2.2","actor":"startup","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-port","url":"https://openroots.org/scenarios/orm/startup/port","instrument":"ORM-2.2","actor":"startup","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-marketplace","url":"https://openroots.org/scenarios/orm/startup/marketplace","instrument":"ORM-2.2","actor":"startup","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-largerproduct","url":"https://openroots.org/scenarios/orm/startup/largerproduct","instrument":"ORM-2.2","actor":"startup","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-customersite","url":"https://openroots.org/scenarios/orm/startup/customersite","instrument":"ORM-2.2","actor":"startup","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-clientwork","url":"https://openroots.org/scenarios/orm/startup/clientwork","instrument":"ORM-2.2","actor":"startup","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-training","url":"https://openroots.org/scenarios/orm/startup/training","instrument":"ORM-2.2","actor":"startup","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-corpus","url":"https://openroots.org/scenarios/orm/startup/corpus","instrument":"ORM-2.2","actor":"startup","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-rag","url":"https://openroots.org/scenarios/orm/startup/rag","instrument":"ORM-2.2","actor":"startup","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-crossthreshold","url":"https://openroots.org/scenarios/orm/startup/crossthreshold","instrument":"ORM-2.2","actor":"startup","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-acquired","url":"https://openroots.org/scenarios/orm/startup/acquired","instrument":"ORM-2.2","actor":"startup","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-continuity","url":"https://openroots.org/scenarios/orm/startup/continuity","instrument":"ORM-2.2","actor":"startup","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-combine","url":"https://openroots.org/scenarios/orm/startup/combine","instrument":"ORM-2.2","actor":"startup","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-trademark","url":"https://openroots.org/scenarios/orm/startup/trademark","instrument":"ORM-2.2","actor":"startup","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-contribute","url":"https://openroots.org/scenarios/orm/startup/contribute","instrument":"ORM-2.2","actor":"startup","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-audit","url":"https://openroots.org/scenarios/orm/startup/audit","instrument":"ORM-2.2","actor":"startup","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-breach","url":"https://openroots.org/scenarios/orm/startup/breach","instrument":"ORM-2.2","actor":"startup","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-licensordies","url":"https://openroots.org/scenarios/orm/startup/licensordies","instrument":"ORM-2.2","actor":"startup","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-startup-sbom","url":"https://openroots.org/scenarios/orm/startup/sbom","instrument":"ORM-2.2","actor":"startup","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-evaluation","url":"https://openroots.org/scenarios/orm/agency/evaluation","instrument":"ORM-2.2","actor":"agency","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-internal","url":"https://openroots.org/scenarios/orm/agency/internal","instrument":"ORM-2.2","actor":"agency","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-production","url":"https://openroots.org/scenarios/orm/agency/production","instrument":"ORM-2.2","actor":"agency","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-embed","url":"https://openroots.org/scenarios/orm/agency/embed","instrument":"ORM-2.2","actor":"agency","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-hosted","url":"https://openroots.org/scenarios/orm/agency/hosted","instrument":"ORM-2.2","actor":"agency","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-fork","url":"https://openroots.org/scenarios/orm/agency/fork","instrument":"ORM-2.2","actor":"agency","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-redistribute","url":"https://openroots.org/scenarios/orm/agency/redistribute","instrument":"ORM-2.2","actor":"agency","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-resell","url":"https://openroots.org/scenarios/orm/agency/resell","instrument":"ORM-2.2","actor":"agency","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-repackage","url":"https://openroots.org/scenarios/orm/agency/repackage","instrument":"ORM-2.2","actor":"agency","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-port","url":"https://openroots.org/scenarios/orm/agency/port","instrument":"ORM-2.2","actor":"agency","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-marketplace","url":"https://openroots.org/scenarios/orm/agency/marketplace","instrument":"ORM-2.2","actor":"agency","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-largerproduct","url":"https://openroots.org/scenarios/orm/agency/largerproduct","instrument":"ORM-2.2","actor":"agency","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-customersite","url":"https://openroots.org/scenarios/orm/agency/customersite","instrument":"ORM-2.2","actor":"agency","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-clientwork","url":"https://openroots.org/scenarios/orm/agency/clientwork","instrument":"ORM-2.2","actor":"agency","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-training","url":"https://openroots.org/scenarios/orm/agency/training","instrument":"ORM-2.2","actor":"agency","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-corpus","url":"https://openroots.org/scenarios/orm/agency/corpus","instrument":"ORM-2.2","actor":"agency","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-rag","url":"https://openroots.org/scenarios/orm/agency/rag","instrument":"ORM-2.2","actor":"agency","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-crossthreshold","url":"https://openroots.org/scenarios/orm/agency/crossthreshold","instrument":"ORM-2.2","actor":"agency","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-acquired","url":"https://openroots.org/scenarios/orm/agency/acquired","instrument":"ORM-2.2","actor":"agency","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-continuity","url":"https://openroots.org/scenarios/orm/agency/continuity","instrument":"ORM-2.2","actor":"agency","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-combine","url":"https://openroots.org/scenarios/orm/agency/combine","instrument":"ORM-2.2","actor":"agency","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-trademark","url":"https://openroots.org/scenarios/orm/agency/trademark","instrument":"ORM-2.2","actor":"agency","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-contribute","url":"https://openroots.org/scenarios/orm/agency/contribute","instrument":"ORM-2.2","actor":"agency","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-audit","url":"https://openroots.org/scenarios/orm/agency/audit","instrument":"ORM-2.2","actor":"agency","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-breach","url":"https://openroots.org/scenarios/orm/agency/breach","instrument":"ORM-2.2","actor":"agency","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-licensordies","url":"https://openroots.org/scenarios/orm/agency/licensordies","instrument":"ORM-2.2","actor":"agency","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-agency-sbom","url":"https://openroots.org/scenarios/orm/agency/sbom","instrument":"ORM-2.2","actor":"agency","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-evaluation","url":"https://openroots.org/scenarios/orm/scaleup/evaluation","instrument":"ORM-2.2","actor":"scaleup","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-internal","url":"https://openroots.org/scenarios/orm/scaleup/internal","instrument":"ORM-2.2","actor":"scaleup","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-production","url":"https://openroots.org/scenarios/orm/scaleup/production","instrument":"ORM-2.2","actor":"scaleup","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-embed","url":"https://openroots.org/scenarios/orm/scaleup/embed","instrument":"ORM-2.2","actor":"scaleup","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-hosted","url":"https://openroots.org/scenarios/orm/scaleup/hosted","instrument":"ORM-2.2","actor":"scaleup","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-fork","url":"https://openroots.org/scenarios/orm/scaleup/fork","instrument":"ORM-2.2","actor":"scaleup","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-redistribute","url":"https://openroots.org/scenarios/orm/scaleup/redistribute","instrument":"ORM-2.2","actor":"scaleup","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-resell","url":"https://openroots.org/scenarios/orm/scaleup/resell","instrument":"ORM-2.2","actor":"scaleup","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-repackage","url":"https://openroots.org/scenarios/orm/scaleup/repackage","instrument":"ORM-2.2","actor":"scaleup","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-port","url":"https://openroots.org/scenarios/orm/scaleup/port","instrument":"ORM-2.2","actor":"scaleup","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-marketplace","url":"https://openroots.org/scenarios/orm/scaleup/marketplace","instrument":"ORM-2.2","actor":"scaleup","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-largerproduct","url":"https://openroots.org/scenarios/orm/scaleup/largerproduct","instrument":"ORM-2.2","actor":"scaleup","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-customersite","url":"https://openroots.org/scenarios/orm/scaleup/customersite","instrument":"ORM-2.2","actor":"scaleup","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-clientwork","url":"https://openroots.org/scenarios/orm/scaleup/clientwork","instrument":"ORM-2.2","actor":"scaleup","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-training","url":"https://openroots.org/scenarios/orm/scaleup/training","instrument":"ORM-2.2","actor":"scaleup","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-corpus","url":"https://openroots.org/scenarios/orm/scaleup/corpus","instrument":"ORM-2.2","actor":"scaleup","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-rag","url":"https://openroots.org/scenarios/orm/scaleup/rag","instrument":"ORM-2.2","actor":"scaleup","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-crossthreshold","url":"https://openroots.org/scenarios/orm/scaleup/crossthreshold","instrument":"ORM-2.2","actor":"scaleup","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-acquired","url":"https://openroots.org/scenarios/orm/scaleup/acquired","instrument":"ORM-2.2","actor":"scaleup","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-continuity","url":"https://openroots.org/scenarios/orm/scaleup/continuity","instrument":"ORM-2.2","actor":"scaleup","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-combine","url":"https://openroots.org/scenarios/orm/scaleup/combine","instrument":"ORM-2.2","actor":"scaleup","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-trademark","url":"https://openroots.org/scenarios/orm/scaleup/trademark","instrument":"ORM-2.2","actor":"scaleup","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-contribute","url":"https://openroots.org/scenarios/orm/scaleup/contribute","instrument":"ORM-2.2","actor":"scaleup","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-audit","url":"https://openroots.org/scenarios/orm/scaleup/audit","instrument":"ORM-2.2","actor":"scaleup","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-breach","url":"https://openroots.org/scenarios/orm/scaleup/breach","instrument":"ORM-2.2","actor":"scaleup","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-licensordies","url":"https://openroots.org/scenarios/orm/scaleup/licensordies","instrument":"ORM-2.2","actor":"scaleup","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-scaleup-sbom","url":"https://openroots.org/scenarios/orm/scaleup/sbom","instrument":"ORM-2.2","actor":"scaleup","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-evaluation","url":"https://openroots.org/scenarios/orm/enterprise/evaluation","instrument":"ORM-2.2","actor":"enterprise","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-internal","url":"https://openroots.org/scenarios/orm/enterprise/internal","instrument":"ORM-2.2","actor":"enterprise","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-production","url":"https://openroots.org/scenarios/orm/enterprise/production","instrument":"ORM-2.2","actor":"enterprise","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-embed","url":"https://openroots.org/scenarios/orm/enterprise/embed","instrument":"ORM-2.2","actor":"enterprise","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-hosted","url":"https://openroots.org/scenarios/orm/enterprise/hosted","instrument":"ORM-2.2","actor":"enterprise","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-fork","url":"https://openroots.org/scenarios/orm/enterprise/fork","instrument":"ORM-2.2","actor":"enterprise","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-redistribute","url":"https://openroots.org/scenarios/orm/enterprise/redistribute","instrument":"ORM-2.2","actor":"enterprise","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-resell","url":"https://openroots.org/scenarios/orm/enterprise/resell","instrument":"ORM-2.2","actor":"enterprise","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-repackage","url":"https://openroots.org/scenarios/orm/enterprise/repackage","instrument":"ORM-2.2","actor":"enterprise","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-port","url":"https://openroots.org/scenarios/orm/enterprise/port","instrument":"ORM-2.2","actor":"enterprise","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-marketplace","url":"https://openroots.org/scenarios/orm/enterprise/marketplace","instrument":"ORM-2.2","actor":"enterprise","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-largerproduct","url":"https://openroots.org/scenarios/orm/enterprise/largerproduct","instrument":"ORM-2.2","actor":"enterprise","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-customersite","url":"https://openroots.org/scenarios/orm/enterprise/customersite","instrument":"ORM-2.2","actor":"enterprise","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-clientwork","url":"https://openroots.org/scenarios/orm/enterprise/clientwork","instrument":"ORM-2.2","actor":"enterprise","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-training","url":"https://openroots.org/scenarios/orm/enterprise/training","instrument":"ORM-2.2","actor":"enterprise","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-corpus","url":"https://openroots.org/scenarios/orm/enterprise/corpus","instrument":"ORM-2.2","actor":"enterprise","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-rag","url":"https://openroots.org/scenarios/orm/enterprise/rag","instrument":"ORM-2.2","actor":"enterprise","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-crossthreshold","url":"https://openroots.org/scenarios/orm/enterprise/crossthreshold","instrument":"ORM-2.2","actor":"enterprise","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-acquired","url":"https://openroots.org/scenarios/orm/enterprise/acquired","instrument":"ORM-2.2","actor":"enterprise","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-continuity","url":"https://openroots.org/scenarios/orm/enterprise/continuity","instrument":"ORM-2.2","actor":"enterprise","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-combine","url":"https://openroots.org/scenarios/orm/enterprise/combine","instrument":"ORM-2.2","actor":"enterprise","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-trademark","url":"https://openroots.org/scenarios/orm/enterprise/trademark","instrument":"ORM-2.2","actor":"enterprise","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-contribute","url":"https://openroots.org/scenarios/orm/enterprise/contribute","instrument":"ORM-2.2","actor":"enterprise","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-audit","url":"https://openroots.org/scenarios/orm/enterprise/audit","instrument":"ORM-2.2","actor":"enterprise","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-breach","url":"https://openroots.org/scenarios/orm/enterprise/breach","instrument":"ORM-2.2","actor":"enterprise","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-licensordies","url":"https://openroots.org/scenarios/orm/enterprise/licensordies","instrument":"ORM-2.2","actor":"enterprise","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-enterprise-sbom","url":"https://openroots.org/scenarios/orm/enterprise/sbom","instrument":"ORM-2.2","actor":"enterprise","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-evaluation","url":"https://openroots.org/scenarios/orm/nonprofit/evaluation","instrument":"ORM-2.2","actor":"nonprofit","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-internal","url":"https://openroots.org/scenarios/orm/nonprofit/internal","instrument":"ORM-2.2","actor":"nonprofit","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-production","url":"https://openroots.org/scenarios/orm/nonprofit/production","instrument":"ORM-2.2","actor":"nonprofit","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-embed","url":"https://openroots.org/scenarios/orm/nonprofit/embed","instrument":"ORM-2.2","actor":"nonprofit","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-hosted","url":"https://openroots.org/scenarios/orm/nonprofit/hosted","instrument":"ORM-2.2","actor":"nonprofit","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-fork","url":"https://openroots.org/scenarios/orm/nonprofit/fork","instrument":"ORM-2.2","actor":"nonprofit","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-redistribute","url":"https://openroots.org/scenarios/orm/nonprofit/redistribute","instrument":"ORM-2.2","actor":"nonprofit","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-resell","url":"https://openroots.org/scenarios/orm/nonprofit/resell","instrument":"ORM-2.2","actor":"nonprofit","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-repackage","url":"https://openroots.org/scenarios/orm/nonprofit/repackage","instrument":"ORM-2.2","actor":"nonprofit","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-port","url":"https://openroots.org/scenarios/orm/nonprofit/port","instrument":"ORM-2.2","actor":"nonprofit","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-marketplace","url":"https://openroots.org/scenarios/orm/nonprofit/marketplace","instrument":"ORM-2.2","actor":"nonprofit","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-largerproduct","url":"https://openroots.org/scenarios/orm/nonprofit/largerproduct","instrument":"ORM-2.2","actor":"nonprofit","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-customersite","url":"https://openroots.org/scenarios/orm/nonprofit/customersite","instrument":"ORM-2.2","actor":"nonprofit","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-clientwork","url":"https://openroots.org/scenarios/orm/nonprofit/clientwork","instrument":"ORM-2.2","actor":"nonprofit","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-training","url":"https://openroots.org/scenarios/orm/nonprofit/training","instrument":"ORM-2.2","actor":"nonprofit","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-corpus","url":"https://openroots.org/scenarios/orm/nonprofit/corpus","instrument":"ORM-2.2","actor":"nonprofit","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-rag","url":"https://openroots.org/scenarios/orm/nonprofit/rag","instrument":"ORM-2.2","actor":"nonprofit","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-crossthreshold","url":"https://openroots.org/scenarios/orm/nonprofit/crossthreshold","instrument":"ORM-2.2","actor":"nonprofit","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-acquired","url":"https://openroots.org/scenarios/orm/nonprofit/acquired","instrument":"ORM-2.2","actor":"nonprofit","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-continuity","url":"https://openroots.org/scenarios/orm/nonprofit/continuity","instrument":"ORM-2.2","actor":"nonprofit","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-combine","url":"https://openroots.org/scenarios/orm/nonprofit/combine","instrument":"ORM-2.2","actor":"nonprofit","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-trademark","url":"https://openroots.org/scenarios/orm/nonprofit/trademark","instrument":"ORM-2.2","actor":"nonprofit","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-contribute","url":"https://openroots.org/scenarios/orm/nonprofit/contribute","instrument":"ORM-2.2","actor":"nonprofit","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-audit","url":"https://openroots.org/scenarios/orm/nonprofit/audit","instrument":"ORM-2.2","actor":"nonprofit","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-breach","url":"https://openroots.org/scenarios/orm/nonprofit/breach","instrument":"ORM-2.2","actor":"nonprofit","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-licensordies","url":"https://openroots.org/scenarios/orm/nonprofit/licensordies","instrument":"ORM-2.2","actor":"nonprofit","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-nonprofit-sbom","url":"https://openroots.org/scenarios/orm/nonprofit/sbom","instrument":"ORM-2.2","actor":"nonprofit","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-evaluation","url":"https://openroots.org/scenarios/orm/university/evaluation","instrument":"ORM-2.2","actor":"university","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-internal","url":"https://openroots.org/scenarios/orm/university/internal","instrument":"ORM-2.2","actor":"university","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-production","url":"https://openroots.org/scenarios/orm/university/production","instrument":"ORM-2.2","actor":"university","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-embed","url":"https://openroots.org/scenarios/orm/university/embed","instrument":"ORM-2.2","actor":"university","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-hosted","url":"https://openroots.org/scenarios/orm/university/hosted","instrument":"ORM-2.2","actor":"university","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-fork","url":"https://openroots.org/scenarios/orm/university/fork","instrument":"ORM-2.2","actor":"university","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-redistribute","url":"https://openroots.org/scenarios/orm/university/redistribute","instrument":"ORM-2.2","actor":"university","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-resell","url":"https://openroots.org/scenarios/orm/university/resell","instrument":"ORM-2.2","actor":"university","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-repackage","url":"https://openroots.org/scenarios/orm/university/repackage","instrument":"ORM-2.2","actor":"university","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-port","url":"https://openroots.org/scenarios/orm/university/port","instrument":"ORM-2.2","actor":"university","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-marketplace","url":"https://openroots.org/scenarios/orm/university/marketplace","instrument":"ORM-2.2","actor":"university","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-largerproduct","url":"https://openroots.org/scenarios/orm/university/largerproduct","instrument":"ORM-2.2","actor":"university","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-customersite","url":"https://openroots.org/scenarios/orm/university/customersite","instrument":"ORM-2.2","actor":"university","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-clientwork","url":"https://openroots.org/scenarios/orm/university/clientwork","instrument":"ORM-2.2","actor":"university","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-training","url":"https://openroots.org/scenarios/orm/university/training","instrument":"ORM-2.2","actor":"university","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-corpus","url":"https://openroots.org/scenarios/orm/university/corpus","instrument":"ORM-2.2","actor":"university","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-rag","url":"https://openroots.org/scenarios/orm/university/rag","instrument":"ORM-2.2","actor":"university","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-crossthreshold","url":"https://openroots.org/scenarios/orm/university/crossthreshold","instrument":"ORM-2.2","actor":"university","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-acquired","url":"https://openroots.org/scenarios/orm/university/acquired","instrument":"ORM-2.2","actor":"university","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-continuity","url":"https://openroots.org/scenarios/orm/university/continuity","instrument":"ORM-2.2","actor":"university","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-combine","url":"https://openroots.org/scenarios/orm/university/combine","instrument":"ORM-2.2","actor":"university","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-trademark","url":"https://openroots.org/scenarios/orm/university/trademark","instrument":"ORM-2.2","actor":"university","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-contribute","url":"https://openroots.org/scenarios/orm/university/contribute","instrument":"ORM-2.2","actor":"university","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-audit","url":"https://openroots.org/scenarios/orm/university/audit","instrument":"ORM-2.2","actor":"university","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-breach","url":"https://openroots.org/scenarios/orm/university/breach","instrument":"ORM-2.2","actor":"university","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-licensordies","url":"https://openroots.org/scenarios/orm/university/licensordies","instrument":"ORM-2.2","actor":"university","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-university-sbom","url":"https://openroots.org/scenarios/orm/university/sbom","instrument":"ORM-2.2","actor":"university","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-evaluation","url":"https://openroots.org/scenarios/orm/government/evaluation","instrument":"ORM-2.2","actor":"government","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-internal","url":"https://openroots.org/scenarios/orm/government/internal","instrument":"ORM-2.2","actor":"government","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-production","url":"https://openroots.org/scenarios/orm/government/production","instrument":"ORM-2.2","actor":"government","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-embed","url":"https://openroots.org/scenarios/orm/government/embed","instrument":"ORM-2.2","actor":"government","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-hosted","url":"https://openroots.org/scenarios/orm/government/hosted","instrument":"ORM-2.2","actor":"government","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-fork","url":"https://openroots.org/scenarios/orm/government/fork","instrument":"ORM-2.2","actor":"government","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-redistribute","url":"https://openroots.org/scenarios/orm/government/redistribute","instrument":"ORM-2.2","actor":"government","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-resell","url":"https://openroots.org/scenarios/orm/government/resell","instrument":"ORM-2.2","actor":"government","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-repackage","url":"https://openroots.org/scenarios/orm/government/repackage","instrument":"ORM-2.2","actor":"government","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-port","url":"https://openroots.org/scenarios/orm/government/port","instrument":"ORM-2.2","actor":"government","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-marketplace","url":"https://openroots.org/scenarios/orm/government/marketplace","instrument":"ORM-2.2","actor":"government","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-largerproduct","url":"https://openroots.org/scenarios/orm/government/largerproduct","instrument":"ORM-2.2","actor":"government","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-customersite","url":"https://openroots.org/scenarios/orm/government/customersite","instrument":"ORM-2.2","actor":"government","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-clientwork","url":"https://openroots.org/scenarios/orm/government/clientwork","instrument":"ORM-2.2","actor":"government","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-training","url":"https://openroots.org/scenarios/orm/government/training","instrument":"ORM-2.2","actor":"government","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-corpus","url":"https://openroots.org/scenarios/orm/government/corpus","instrument":"ORM-2.2","actor":"government","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-rag","url":"https://openroots.org/scenarios/orm/government/rag","instrument":"ORM-2.2","actor":"government","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-crossthreshold","url":"https://openroots.org/scenarios/orm/government/crossthreshold","instrument":"ORM-2.2","actor":"government","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-acquired","url":"https://openroots.org/scenarios/orm/government/acquired","instrument":"ORM-2.2","actor":"government","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-continuity","url":"https://openroots.org/scenarios/orm/government/continuity","instrument":"ORM-2.2","actor":"government","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-combine","url":"https://openroots.org/scenarios/orm/government/combine","instrument":"ORM-2.2","actor":"government","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-trademark","url":"https://openroots.org/scenarios/orm/government/trademark","instrument":"ORM-2.2","actor":"government","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-contribute","url":"https://openroots.org/scenarios/orm/government/contribute","instrument":"ORM-2.2","actor":"government","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-audit","url":"https://openroots.org/scenarios/orm/government/audit","instrument":"ORM-2.2","actor":"government","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-breach","url":"https://openroots.org/scenarios/orm/government/breach","instrument":"ORM-2.2","actor":"government","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-licensordies","url":"https://openroots.org/scenarios/orm/government/licensordies","instrument":"ORM-2.2","actor":"government","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-government-sbom","url":"https://openroots.org/scenarios/orm/government/sbom","instrument":"ORM-2.2","actor":"government","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-evaluation","url":"https://openroots.org/scenarios/orm/cloudprovider/evaluation","instrument":"ORM-2.2","actor":"cloudprovider","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-internal","url":"https://openroots.org/scenarios/orm/cloudprovider/internal","instrument":"ORM-2.2","actor":"cloudprovider","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-production","url":"https://openroots.org/scenarios/orm/cloudprovider/production","instrument":"ORM-2.2","actor":"cloudprovider","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-embed","url":"https://openroots.org/scenarios/orm/cloudprovider/embed","instrument":"ORM-2.2","actor":"cloudprovider","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-hosted","url":"https://openroots.org/scenarios/orm/cloudprovider/hosted","instrument":"ORM-2.2","actor":"cloudprovider","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-fork","url":"https://openroots.org/scenarios/orm/cloudprovider/fork","instrument":"ORM-2.2","actor":"cloudprovider","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-redistribute","url":"https://openroots.org/scenarios/orm/cloudprovider/redistribute","instrument":"ORM-2.2","actor":"cloudprovider","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-resell","url":"https://openroots.org/scenarios/orm/cloudprovider/resell","instrument":"ORM-2.2","actor":"cloudprovider","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-repackage","url":"https://openroots.org/scenarios/orm/cloudprovider/repackage","instrument":"ORM-2.2","actor":"cloudprovider","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-port","url":"https://openroots.org/scenarios/orm/cloudprovider/port","instrument":"ORM-2.2","actor":"cloudprovider","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-marketplace","url":"https://openroots.org/scenarios/orm/cloudprovider/marketplace","instrument":"ORM-2.2","actor":"cloudprovider","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-largerproduct","url":"https://openroots.org/scenarios/orm/cloudprovider/largerproduct","instrument":"ORM-2.2","actor":"cloudprovider","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-customersite","url":"https://openroots.org/scenarios/orm/cloudprovider/customersite","instrument":"ORM-2.2","actor":"cloudprovider","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-clientwork","url":"https://openroots.org/scenarios/orm/cloudprovider/clientwork","instrument":"ORM-2.2","actor":"cloudprovider","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-training","url":"https://openroots.org/scenarios/orm/cloudprovider/training","instrument":"ORM-2.2","actor":"cloudprovider","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-corpus","url":"https://openroots.org/scenarios/orm/cloudprovider/corpus","instrument":"ORM-2.2","actor":"cloudprovider","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-rag","url":"https://openroots.org/scenarios/orm/cloudprovider/rag","instrument":"ORM-2.2","actor":"cloudprovider","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-crossthreshold","url":"https://openroots.org/scenarios/orm/cloudprovider/crossthreshold","instrument":"ORM-2.2","actor":"cloudprovider","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-acquired","url":"https://openroots.org/scenarios/orm/cloudprovider/acquired","instrument":"ORM-2.2","actor":"cloudprovider","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-continuity","url":"https://openroots.org/scenarios/orm/cloudprovider/continuity","instrument":"ORM-2.2","actor":"cloudprovider","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-combine","url":"https://openroots.org/scenarios/orm/cloudprovider/combine","instrument":"ORM-2.2","actor":"cloudprovider","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-trademark","url":"https://openroots.org/scenarios/orm/cloudprovider/trademark","instrument":"ORM-2.2","actor":"cloudprovider","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-contribute","url":"https://openroots.org/scenarios/orm/cloudprovider/contribute","instrument":"ORM-2.2","actor":"cloudprovider","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-audit","url":"https://openroots.org/scenarios/orm/cloudprovider/audit","instrument":"ORM-2.2","actor":"cloudprovider","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-breach","url":"https://openroots.org/scenarios/orm/cloudprovider/breach","instrument":"ORM-2.2","actor":"cloudprovider","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-licensordies","url":"https://openroots.org/scenarios/orm/cloudprovider/licensordies","instrument":"ORM-2.2","actor":"cloudprovider","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-cloudprovider-sbom","url":"https://openroots.org/scenarios/orm/cloudprovider/sbom","instrument":"ORM-2.2","actor":"cloudprovider","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-evaluation","url":"https://openroots.org/scenarios/orm/aicompany/evaluation","instrument":"ORM-2.2","actor":"aicompany","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-internal","url":"https://openroots.org/scenarios/orm/aicompany/internal","instrument":"ORM-2.2","actor":"aicompany","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-production","url":"https://openroots.org/scenarios/orm/aicompany/production","instrument":"ORM-2.2","actor":"aicompany","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-embed","url":"https://openroots.org/scenarios/orm/aicompany/embed","instrument":"ORM-2.2","actor":"aicompany","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. 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Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-fork","url":"https://openroots.org/scenarios/orm/aicompany/fork","instrument":"ORM-2.2","actor":"aicompany","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-redistribute","url":"https://openroots.org/scenarios/orm/aicompany/redistribute","instrument":"ORM-2.2","actor":"aicompany","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-resell","url":"https://openroots.org/scenarios/orm/aicompany/resell","instrument":"ORM-2.2","actor":"aicompany","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-repackage","url":"https://openroots.org/scenarios/orm/aicompany/repackage","instrument":"ORM-2.2","actor":"aicompany","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-port","url":"https://openroots.org/scenarios/orm/aicompany/port","instrument":"ORM-2.2","actor":"aicompany","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. 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A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-marketplace","url":"https://openroots.org/scenarios/orm/aicompany/marketplace","instrument":"ORM-2.2","actor":"aicompany","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-largerproduct","url":"https://openroots.org/scenarios/orm/aicompany/largerproduct","instrument":"ORM-2.2","actor":"aicompany","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-customersite","url":"https://openroots.org/scenarios/orm/aicompany/customersite","instrument":"ORM-2.2","actor":"aicompany","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-clientwork","url":"https://openroots.org/scenarios/orm/aicompany/clientwork","instrument":"ORM-2.2","actor":"aicompany","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-training","url":"https://openroots.org/scenarios/orm/aicompany/training","instrument":"ORM-2.2","actor":"aicompany","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-corpus","url":"https://openroots.org/scenarios/orm/aicompany/corpus","instrument":"ORM-2.2","actor":"aicompany","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-rag","url":"https://openroots.org/scenarios/orm/aicompany/rag","instrument":"ORM-2.2","actor":"aicompany","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. 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Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-crossthreshold","url":"https://openroots.org/scenarios/orm/aicompany/crossthreshold","instrument":"ORM-2.2","actor":"aicompany","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-acquired","url":"https://openroots.org/scenarios/orm/aicompany/acquired","instrument":"ORM-2.2","actor":"aicompany","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-continuity","url":"https://openroots.org/scenarios/orm/aicompany/continuity","instrument":"ORM-2.2","actor":"aicompany","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-combine","url":"https://openroots.org/scenarios/orm/aicompany/combine","instrument":"ORM-2.2","actor":"aicompany","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-trademark","url":"https://openroots.org/scenarios/orm/aicompany/trademark","instrument":"ORM-2.2","actor":"aicompany","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-contribute","url":"https://openroots.org/scenarios/orm/aicompany/contribute","instrument":"ORM-2.2","actor":"aicompany","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-audit","url":"https://openroots.org/scenarios/orm/aicompany/audit","instrument":"ORM-2.2","actor":"aicompany","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-breach","url":"https://openroots.org/scenarios/orm/aicompany/breach","instrument":"ORM-2.2","actor":"aicompany","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-licensordies","url":"https://openroots.org/scenarios/orm/aicompany/licensordies","instrument":"ORM-2.2","actor":"aicompany","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-aicompany-sbom","url":"https://openroots.org/scenarios/orm/aicompany/sbom","instrument":"ORM-2.2","actor":"aicompany","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-evaluation","url":"https://openroots.org/scenarios/orm/reseller/evaluation","instrument":"ORM-2.2","actor":"reseller","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-internal","url":"https://openroots.org/scenarios/orm/reseller/internal","instrument":"ORM-2.2","actor":"reseller","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-production","url":"https://openroots.org/scenarios/orm/reseller/production","instrument":"ORM-2.2","actor":"reseller","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-embed","url":"https://openroots.org/scenarios/orm/reseller/embed","instrument":"ORM-2.2","actor":"reseller","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-hosted","url":"https://openroots.org/scenarios/orm/reseller/hosted","instrument":"ORM-2.2","actor":"reseller","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-fork","url":"https://openroots.org/scenarios/orm/reseller/fork","instrument":"ORM-2.2","actor":"reseller","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Identify the base model under Section 8.1 and publish the nature of the modification and data categories used under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-redistribute","url":"https://openroots.org/scenarios/orm/reseller/redistribute","instrument":"ORM-2.2","actor":"reseller","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-resell","url":"https://openroots.org/scenarios/orm/reseller/resell","instrument":"ORM-2.2","actor":"reseller","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-repackage","url":"https://openroots.org/scenarios/orm/reseller/repackage","instrument":"ORM-2.2","actor":"reseller","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-port","url":"https://openroots.org/scenarios/orm/reseller/port","instrument":"ORM-2.2","actor":"reseller","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-marketplace","url":"https://openroots.org/scenarios/orm/reseller/marketplace","instrument":"ORM-2.2","actor":"reseller","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-largerproduct","url":"https://openroots.org/scenarios/orm/reseller/largerproduct","instrument":"ORM-2.2","actor":"reseller","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-customersite","url":"https://openroots.org/scenarios/orm/reseller/customersite","instrument":"ORM-2.2","actor":"reseller","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-clientwork","url":"https://openroots.org/scenarios/orm/reseller/clientwork","instrument":"ORM-2.2","actor":"reseller","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-training","url":"https://openroots.org/scenarios/orm/reseller/training","instrument":"ORM-2.2","actor":"reseller","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-corpus","url":"https://openroots.org/scenarios/orm/reseller/corpus","instrument":"ORM-2.2","actor":"reseller","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-rag","url":"https://openroots.org/scenarios/orm/reseller/rag","instrument":"ORM-2.2","actor":"reseller","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per training run consuming the weights or their outputs. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-crossthreshold","url":"https://openroots.org/scenarios/orm/reseller/crossthreshold","instrument":"ORM-2.2","actor":"reseller","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-acquired","url":"https://openroots.org/scenarios/orm/reseller/acquired","instrument":"ORM-2.2","actor":"reseller","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-continuity","url":"https://openroots.org/scenarios/orm/reseller/continuity","instrument":"ORM-2.2","actor":"reseller","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-combine","url":"https://openroots.org/scenarios/orm/reseller/combine","instrument":"ORM-2.2","actor":"reseller","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-trademark","url":"https://openroots.org/scenarios/orm/reseller/trademark","instrument":"ORM-2.2","actor":"reseller","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-contribute","url":"https://openroots.org/scenarios/orm/reseller/contribute","instrument":"ORM-2.2","actor":"reseller","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-audit","url":"https://openroots.org/scenarios/orm/reseller/audit","instrument":"ORM-2.2","actor":"reseller","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-breach","url":"https://openroots.org/scenarios/orm/reseller/breach","instrument":"ORM-2.2","actor":"reseller","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-licensordies","url":"https://openroots.org/scenarios/orm/reseller/licensordies","instrument":"ORM-2.2","actor":"reseller","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"orm-reseller-sbom","url":"https://openroots.org/scenarios/orm/reseller/sbom","instrument":"ORM-2.2","actor":"reseller","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Section 8.3 forbids imposing a user ceiling, a regional exclusion, or an output-training restriction downstream where this licence imposes none. That prohibition is the point of the instrument."]},{"slug":"ora-individual-evaluation","url":"https://openroots.org/scenarios/ora/individual/evaluation","instrument":"ORA-2.2","actor":"individual","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-internal","url":"https://openroots.org/scenarios/ora/individual/internal","instrument":"ORA-2.2","actor":"individual","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-production","url":"https://openroots.org/scenarios/ora/individual/production","instrument":"ORA-2.2","actor":"individual","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-embed","url":"https://openroots.org/scenarios/ora/individual/embed","instrument":"ORA-2.2","actor":"individual","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-hosted","url":"https://openroots.org/scenarios/ora/individual/hosted","instrument":"ORA-2.2","actor":"individual","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-fork","url":"https://openroots.org/scenarios/ora/individual/fork","instrument":"ORA-2.2","actor":"individual","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-redistribute","url":"https://openroots.org/scenarios/ora/individual/redistribute","instrument":"ORA-2.2","actor":"individual","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-resell","url":"https://openroots.org/scenarios/ora/individual/resell","instrument":"ORA-2.2","actor":"individual","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-repackage","url":"https://openroots.org/scenarios/ora/individual/repackage","instrument":"ORA-2.2","actor":"individual","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-port","url":"https://openroots.org/scenarios/ora/individual/port","instrument":"ORA-2.2","actor":"individual","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-marketplace","url":"https://openroots.org/scenarios/ora/individual/marketplace","instrument":"ORA-2.2","actor":"individual","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-largerproduct","url":"https://openroots.org/scenarios/ora/individual/largerproduct","instrument":"ORA-2.2","actor":"individual","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-customersite","url":"https://openroots.org/scenarios/ora/individual/customersite","instrument":"ORA-2.2","actor":"individual","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-clientwork","url":"https://openroots.org/scenarios/ora/individual/clientwork","instrument":"ORA-2.2","actor":"individual","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-training","url":"https://openroots.org/scenarios/ora/individual/training","instrument":"ORA-2.2","actor":"individual","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-corpus","url":"https://openroots.org/scenarios/ora/individual/corpus","instrument":"ORA-2.2","actor":"individual","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-rag","url":"https://openroots.org/scenarios/ora/individual/rag","instrument":"ORA-2.2","actor":"individual","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-crossthreshold","url":"https://openroots.org/scenarios/ora/individual/crossthreshold","instrument":"ORA-2.2","actor":"individual","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-acquired","url":"https://openroots.org/scenarios/ora/individual/acquired","instrument":"ORA-2.2","actor":"individual","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-continuity","url":"https://openroots.org/scenarios/ora/individual/continuity","instrument":"ORA-2.2","actor":"individual","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-combine","url":"https://openroots.org/scenarios/ora/individual/combine","instrument":"ORA-2.2","actor":"individual","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-trademark","url":"https://openroots.org/scenarios/ora/individual/trademark","instrument":"ORA-2.2","actor":"individual","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-contribute","url":"https://openroots.org/scenarios/ora/individual/contribute","instrument":"ORA-2.2","actor":"individual","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-audit","url":"https://openroots.org/scenarios/ora/individual/audit","instrument":"ORA-2.2","actor":"individual","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-breach","url":"https://openroots.org/scenarios/ora/individual/breach","instrument":"ORA-2.2","actor":"individual","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-licensordies","url":"https://openroots.org/scenarios/ora/individual/licensordies","instrument":"ORA-2.2","actor":"individual","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-individual-sbom","url":"https://openroots.org/scenarios/ora/individual/sbom","instrument":"ORA-2.2","actor":"individual","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. One person, no company, releasing or consuming work in their own name. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-evaluation","url":"https://openroots.org/scenarios/ora/sidebusiness/evaluation","instrument":"ORA-2.2","actor":"sidebusiness","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-internal","url":"https://openroots.org/scenarios/ora/sidebusiness/internal","instrument":"ORA-2.2","actor":"sidebusiness","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-production","url":"https://openroots.org/scenarios/ora/sidebusiness/production","instrument":"ORA-2.2","actor":"sidebusiness","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-embed","url":"https://openroots.org/scenarios/ora/sidebusiness/embed","instrument":"ORA-2.2","actor":"sidebusiness","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-hosted","url":"https://openroots.org/scenarios/ora/sidebusiness/hosted","instrument":"ORA-2.2","actor":"sidebusiness","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-fork","url":"https://openroots.org/scenarios/ora/sidebusiness/fork","instrument":"ORA-2.2","actor":"sidebusiness","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-redistribute","url":"https://openroots.org/scenarios/ora/sidebusiness/redistribute","instrument":"ORA-2.2","actor":"sidebusiness","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-resell","url":"https://openroots.org/scenarios/ora/sidebusiness/resell","instrument":"ORA-2.2","actor":"sidebusiness","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-repackage","url":"https://openroots.org/scenarios/ora/sidebusiness/repackage","instrument":"ORA-2.2","actor":"sidebusiness","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-port","url":"https://openroots.org/scenarios/ora/sidebusiness/port","instrument":"ORA-2.2","actor":"sidebusiness","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-marketplace","url":"https://openroots.org/scenarios/ora/sidebusiness/marketplace","instrument":"ORA-2.2","actor":"sidebusiness","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-largerproduct","url":"https://openroots.org/scenarios/ora/sidebusiness/largerproduct","instrument":"ORA-2.2","actor":"sidebusiness","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-customersite","url":"https://openroots.org/scenarios/ora/sidebusiness/customersite","instrument":"ORA-2.2","actor":"sidebusiness","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-clientwork","url":"https://openroots.org/scenarios/ora/sidebusiness/clientwork","instrument":"ORA-2.2","actor":"sidebusiness","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-training","url":"https://openroots.org/scenarios/ora/sidebusiness/training","instrument":"ORA-2.2","actor":"sidebusiness","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-corpus","url":"https://openroots.org/scenarios/ora/sidebusiness/corpus","instrument":"ORA-2.2","actor":"sidebusiness","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-rag","url":"https://openroots.org/scenarios/ora/sidebusiness/rag","instrument":"ORA-2.2","actor":"sidebusiness","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-crossthreshold","url":"https://openroots.org/scenarios/ora/sidebusiness/crossthreshold","instrument":"ORA-2.2","actor":"sidebusiness","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-acquired","url":"https://openroots.org/scenarios/ora/sidebusiness/acquired","instrument":"ORA-2.2","actor":"sidebusiness","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-continuity","url":"https://openroots.org/scenarios/ora/sidebusiness/continuity","instrument":"ORA-2.2","actor":"sidebusiness","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-combine","url":"https://openroots.org/scenarios/ora/sidebusiness/combine","instrument":"ORA-2.2","actor":"sidebusiness","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-trademark","url":"https://openroots.org/scenarios/ora/sidebusiness/trademark","instrument":"ORA-2.2","actor":"sidebusiness","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-contribute","url":"https://openroots.org/scenarios/ora/sidebusiness/contribute","instrument":"ORA-2.2","actor":"sidebusiness","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-audit","url":"https://openroots.org/scenarios/ora/sidebusiness/audit","instrument":"ORA-2.2","actor":"sidebusiness","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-breach","url":"https://openroots.org/scenarios/ora/sidebusiness/breach","instrument":"ORA-2.2","actor":"sidebusiness","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-licensordies","url":"https://openroots.org/scenarios/ora/sidebusiness/licensordies","instrument":"ORA-2.2","actor":"sidebusiness","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-sidebusiness-sbom","url":"https://openroots.org/scenarios/ora/sidebusiness/sbom","instrument":"ORA-2.2","actor":"sidebusiness","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. A sole trader or small partnership earning under six figures from the work. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-evaluation","url":"https://openroots.org/scenarios/ora/startup/evaluation","instrument":"ORA-2.2","actor":"startup","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-internal","url":"https://openroots.org/scenarios/ora/startup/internal","instrument":"ORA-2.2","actor":"startup","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-production","url":"https://openroots.org/scenarios/ora/startup/production","instrument":"ORA-2.2","actor":"startup","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-embed","url":"https://openroots.org/scenarios/ora/startup/embed","instrument":"ORA-2.2","actor":"startup","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-hosted","url":"https://openroots.org/scenarios/ora/startup/hosted","instrument":"ORA-2.2","actor":"startup","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-fork","url":"https://openroots.org/scenarios/ora/startup/fork","instrument":"ORA-2.2","actor":"startup","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-redistribute","url":"https://openroots.org/scenarios/ora/startup/redistribute","instrument":"ORA-2.2","actor":"startup","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-resell","url":"https://openroots.org/scenarios/ora/startup/resell","instrument":"ORA-2.2","actor":"startup","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-repackage","url":"https://openroots.org/scenarios/ora/startup/repackage","instrument":"ORA-2.2","actor":"startup","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-port","url":"https://openroots.org/scenarios/ora/startup/port","instrument":"ORA-2.2","actor":"startup","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-marketplace","url":"https://openroots.org/scenarios/ora/startup/marketplace","instrument":"ORA-2.2","actor":"startup","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-largerproduct","url":"https://openroots.org/scenarios/ora/startup/largerproduct","instrument":"ORA-2.2","actor":"startup","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-customersite","url":"https://openroots.org/scenarios/ora/startup/customersite","instrument":"ORA-2.2","actor":"startup","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-clientwork","url":"https://openroots.org/scenarios/ora/startup/clientwork","instrument":"ORA-2.2","actor":"startup","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-training","url":"https://openroots.org/scenarios/ora/startup/training","instrument":"ORA-2.2","actor":"startup","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-corpus","url":"https://openroots.org/scenarios/ora/startup/corpus","instrument":"ORA-2.2","actor":"startup","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-rag","url":"https://openroots.org/scenarios/ora/startup/rag","instrument":"ORA-2.2","actor":"startup","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-crossthreshold","url":"https://openroots.org/scenarios/ora/startup/crossthreshold","instrument":"ORA-2.2","actor":"startup","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-acquired","url":"https://openroots.org/scenarios/ora/startup/acquired","instrument":"ORA-2.2","actor":"startup","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-continuity","url":"https://openroots.org/scenarios/ora/startup/continuity","instrument":"ORA-2.2","actor":"startup","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-combine","url":"https://openroots.org/scenarios/ora/startup/combine","instrument":"ORA-2.2","actor":"startup","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-trademark","url":"https://openroots.org/scenarios/ora/startup/trademark","instrument":"ORA-2.2","actor":"startup","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-contribute","url":"https://openroots.org/scenarios/ora/startup/contribute","instrument":"ORA-2.2","actor":"startup","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-audit","url":"https://openroots.org/scenarios/ora/startup/audit","instrument":"ORA-2.2","actor":"startup","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-breach","url":"https://openroots.org/scenarios/ora/startup/breach","instrument":"ORA-2.2","actor":"startup","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-licensordies","url":"https://openroots.org/scenarios/ora/startup/licensordies","instrument":"ORA-2.2","actor":"startup","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-startup-sbom","url":"https://openroots.org/scenarios/ora/startup/sbom","instrument":"ORA-2.2","actor":"startup","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Funded or bootstrapped, under the threshold, shipping a commercial product. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-evaluation","url":"https://openroots.org/scenarios/ora/agency/evaluation","instrument":"ORA-2.2","actor":"agency","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-internal","url":"https://openroots.org/scenarios/ora/agency/internal","instrument":"ORA-2.2","actor":"agency","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-production","url":"https://openroots.org/scenarios/ora/agency/production","instrument":"ORA-2.2","actor":"agency","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-embed","url":"https://openroots.org/scenarios/ora/agency/embed","instrument":"ORA-2.2","actor":"agency","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-hosted","url":"https://openroots.org/scenarios/ora/agency/hosted","instrument":"ORA-2.2","actor":"agency","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-fork","url":"https://openroots.org/scenarios/ora/agency/fork","instrument":"ORA-2.2","actor":"agency","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-redistribute","url":"https://openroots.org/scenarios/ora/agency/redistribute","instrument":"ORA-2.2","actor":"agency","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-resell","url":"https://openroots.org/scenarios/ora/agency/resell","instrument":"ORA-2.2","actor":"agency","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-repackage","url":"https://openroots.org/scenarios/ora/agency/repackage","instrument":"ORA-2.2","actor":"agency","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-port","url":"https://openroots.org/scenarios/ora/agency/port","instrument":"ORA-2.2","actor":"agency","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-marketplace","url":"https://openroots.org/scenarios/ora/agency/marketplace","instrument":"ORA-2.2","actor":"agency","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-largerproduct","url":"https://openroots.org/scenarios/ora/agency/largerproduct","instrument":"ORA-2.2","actor":"agency","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-customersite","url":"https://openroots.org/scenarios/ora/agency/customersite","instrument":"ORA-2.2","actor":"agency","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-clientwork","url":"https://openroots.org/scenarios/ora/agency/clientwork","instrument":"ORA-2.2","actor":"agency","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-training","url":"https://openroots.org/scenarios/ora/agency/training","instrument":"ORA-2.2","actor":"agency","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-corpus","url":"https://openroots.org/scenarios/ora/agency/corpus","instrument":"ORA-2.2","actor":"agency","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-rag","url":"https://openroots.org/scenarios/ora/agency/rag","instrument":"ORA-2.2","actor":"agency","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-crossthreshold","url":"https://openroots.org/scenarios/ora/agency/crossthreshold","instrument":"ORA-2.2","actor":"agency","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-acquired","url":"https://openroots.org/scenarios/ora/agency/acquired","instrument":"ORA-2.2","actor":"agency","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-continuity","url":"https://openroots.org/scenarios/ora/agency/continuity","instrument":"ORA-2.2","actor":"agency","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-combine","url":"https://openroots.org/scenarios/ora/agency/combine","instrument":"ORA-2.2","actor":"agency","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-trademark","url":"https://openroots.org/scenarios/ora/agency/trademark","instrument":"ORA-2.2","actor":"agency","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-contribute","url":"https://openroots.org/scenarios/ora/agency/contribute","instrument":"ORA-2.2","actor":"agency","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-audit","url":"https://openroots.org/scenarios/ora/agency/audit","instrument":"ORA-2.2","actor":"agency","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-breach","url":"https://openroots.org/scenarios/ora/agency/breach","instrument":"ORA-2.2","actor":"agency","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-licensordies","url":"https://openroots.org/scenarios/ora/agency/licensordies","instrument":"ORA-2.2","actor":"agency","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-agency-sbom","url":"https://openroots.org/scenarios/ora/agency/sbom","instrument":"ORA-2.2","actor":"agency","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Delivering client work using the Work, billing the client for services. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-evaluation","url":"https://openroots.org/scenarios/ora/scaleup/evaluation","instrument":"ORA-2.2","actor":"scaleup","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-internal","url":"https://openroots.org/scenarios/ora/scaleup/internal","instrument":"ORA-2.2","actor":"scaleup","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-production","url":"https://openroots.org/scenarios/ora/scaleup/production","instrument":"ORA-2.2","actor":"scaleup","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-embed","url":"https://openroots.org/scenarios/ora/scaleup/embed","instrument":"ORA-2.2","actor":"scaleup","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-hosted","url":"https://openroots.org/scenarios/ora/scaleup/hosted","instrument":"ORA-2.2","actor":"scaleup","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-fork","url":"https://openroots.org/scenarios/ora/scaleup/fork","instrument":"ORA-2.2","actor":"scaleup","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-redistribute","url":"https://openroots.org/scenarios/ora/scaleup/redistribute","instrument":"ORA-2.2","actor":"scaleup","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-resell","url":"https://openroots.org/scenarios/ora/scaleup/resell","instrument":"ORA-2.2","actor":"scaleup","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-repackage","url":"https://openroots.org/scenarios/ora/scaleup/repackage","instrument":"ORA-2.2","actor":"scaleup","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-port","url":"https://openroots.org/scenarios/ora/scaleup/port","instrument":"ORA-2.2","actor":"scaleup","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-marketplace","url":"https://openroots.org/scenarios/ora/scaleup/marketplace","instrument":"ORA-2.2","actor":"scaleup","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-largerproduct","url":"https://openroots.org/scenarios/ora/scaleup/largerproduct","instrument":"ORA-2.2","actor":"scaleup","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-customersite","url":"https://openroots.org/scenarios/ora/scaleup/customersite","instrument":"ORA-2.2","actor":"scaleup","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-clientwork","url":"https://openroots.org/scenarios/ora/scaleup/clientwork","instrument":"ORA-2.2","actor":"scaleup","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-training","url":"https://openroots.org/scenarios/ora/scaleup/training","instrument":"ORA-2.2","actor":"scaleup","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-corpus","url":"https://openroots.org/scenarios/ora/scaleup/corpus","instrument":"ORA-2.2","actor":"scaleup","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-rag","url":"https://openroots.org/scenarios/ora/scaleup/rag","instrument":"ORA-2.2","actor":"scaleup","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-crossthreshold","url":"https://openroots.org/scenarios/ora/scaleup/crossthreshold","instrument":"ORA-2.2","actor":"scaleup","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-acquired","url":"https://openroots.org/scenarios/ora/scaleup/acquired","instrument":"ORA-2.2","actor":"scaleup","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-continuity","url":"https://openroots.org/scenarios/ora/scaleup/continuity","instrument":"ORA-2.2","actor":"scaleup","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-combine","url":"https://openroots.org/scenarios/ora/scaleup/combine","instrument":"ORA-2.2","actor":"scaleup","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-trademark","url":"https://openroots.org/scenarios/ora/scaleup/trademark","instrument":"ORA-2.2","actor":"scaleup","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-contribute","url":"https://openroots.org/scenarios/ora/scaleup/contribute","instrument":"ORA-2.2","actor":"scaleup","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-audit","url":"https://openroots.org/scenarios/ora/scaleup/audit","instrument":"ORA-2.2","actor":"scaleup","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-breach","url":"https://openroots.org/scenarios/ora/scaleup/breach","instrument":"ORA-2.2","actor":"scaleup","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-licensordies","url":"https://openroots.org/scenarios/ora/scaleup/licensordies","instrument":"ORA-2.2","actor":"scaleup","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-scaleup-sbom","url":"https://openroots.org/scenarios/ora/scaleup/sbom","instrument":"ORA-2.2","actor":"scaleup","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Past the threshold on trailing revenue, now a Canopy Licensee. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-evaluation","url":"https://openroots.org/scenarios/ora/enterprise/evaluation","instrument":"ORA-2.2","actor":"enterprise","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-internal","url":"https://openroots.org/scenarios/ora/enterprise/internal","instrument":"ORA-2.2","actor":"enterprise","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-production","url":"https://openroots.org/scenarios/ora/enterprise/production","instrument":"ORA-2.2","actor":"enterprise","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-embed","url":"https://openroots.org/scenarios/ora/enterprise/embed","instrument":"ORA-2.2","actor":"enterprise","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-hosted","url":"https://openroots.org/scenarios/ora/enterprise/hosted","instrument":"ORA-2.2","actor":"enterprise","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-fork","url":"https://openroots.org/scenarios/ora/enterprise/fork","instrument":"ORA-2.2","actor":"enterprise","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-redistribute","url":"https://openroots.org/scenarios/ora/enterprise/redistribute","instrument":"ORA-2.2","actor":"enterprise","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-resell","url":"https://openroots.org/scenarios/ora/enterprise/resell","instrument":"ORA-2.2","actor":"enterprise","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-repackage","url":"https://openroots.org/scenarios/ora/enterprise/repackage","instrument":"ORA-2.2","actor":"enterprise","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-port","url":"https://openroots.org/scenarios/ora/enterprise/port","instrument":"ORA-2.2","actor":"enterprise","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-marketplace","url":"https://openroots.org/scenarios/ora/enterprise/marketplace","instrument":"ORA-2.2","actor":"enterprise","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-largerproduct","url":"https://openroots.org/scenarios/ora/enterprise/largerproduct","instrument":"ORA-2.2","actor":"enterprise","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-customersite","url":"https://openroots.org/scenarios/ora/enterprise/customersite","instrument":"ORA-2.2","actor":"enterprise","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-clientwork","url":"https://openroots.org/scenarios/ora/enterprise/clientwork","instrument":"ORA-2.2","actor":"enterprise","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-training","url":"https://openroots.org/scenarios/ora/enterprise/training","instrument":"ORA-2.2","actor":"enterprise","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-corpus","url":"https://openroots.org/scenarios/ora/enterprise/corpus","instrument":"ORA-2.2","actor":"enterprise","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-rag","url":"https://openroots.org/scenarios/ora/enterprise/rag","instrument":"ORA-2.2","actor":"enterprise","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-crossthreshold","url":"https://openroots.org/scenarios/ora/enterprise/crossthreshold","instrument":"ORA-2.2","actor":"enterprise","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-acquired","url":"https://openroots.org/scenarios/ora/enterprise/acquired","instrument":"ORA-2.2","actor":"enterprise","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-continuity","url":"https://openroots.org/scenarios/ora/enterprise/continuity","instrument":"ORA-2.2","actor":"enterprise","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-combine","url":"https://openroots.org/scenarios/ora/enterprise/combine","instrument":"ORA-2.2","actor":"enterprise","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-trademark","url":"https://openroots.org/scenarios/ora/enterprise/trademark","instrument":"ORA-2.2","actor":"enterprise","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-contribute","url":"https://openroots.org/scenarios/ora/enterprise/contribute","instrument":"ORA-2.2","actor":"enterprise","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-audit","url":"https://openroots.org/scenarios/ora/enterprise/audit","instrument":"ORA-2.2","actor":"enterprise","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-breach","url":"https://openroots.org/scenarios/ora/enterprise/breach","instrument":"ORA-2.2","actor":"enterprise","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-licensordies","url":"https://openroots.org/scenarios/ora/enterprise/licensordies","instrument":"ORA-2.2","actor":"enterprise","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-enterprise-sbom","url":"https://openroots.org/scenarios/ora/enterprise/sbom","instrument":"ORA-2.2","actor":"enterprise","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Large organisation with procurement, legal review, and an SBOM process. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-evaluation","url":"https://openroots.org/scenarios/ora/nonprofit/evaluation","instrument":"ORA-2.2","actor":"nonprofit","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-internal","url":"https://openroots.org/scenarios/ora/nonprofit/internal","instrument":"ORA-2.2","actor":"nonprofit","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-production","url":"https://openroots.org/scenarios/ora/nonprofit/production","instrument":"ORA-2.2","actor":"nonprofit","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-embed","url":"https://openroots.org/scenarios/ora/nonprofit/embed","instrument":"ORA-2.2","actor":"nonprofit","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-hosted","url":"https://openroots.org/scenarios/ora/nonprofit/hosted","instrument":"ORA-2.2","actor":"nonprofit","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-fork","url":"https://openroots.org/scenarios/ora/nonprofit/fork","instrument":"ORA-2.2","actor":"nonprofit","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-redistribute","url":"https://openroots.org/scenarios/ora/nonprofit/redistribute","instrument":"ORA-2.2","actor":"nonprofit","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-resell","url":"https://openroots.org/scenarios/ora/nonprofit/resell","instrument":"ORA-2.2","actor":"nonprofit","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-repackage","url":"https://openroots.org/scenarios/ora/nonprofit/repackage","instrument":"ORA-2.2","actor":"nonprofit","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-port","url":"https://openroots.org/scenarios/ora/nonprofit/port","instrument":"ORA-2.2","actor":"nonprofit","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-marketplace","url":"https://openroots.org/scenarios/ora/nonprofit/marketplace","instrument":"ORA-2.2","actor":"nonprofit","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-largerproduct","url":"https://openroots.org/scenarios/ora/nonprofit/largerproduct","instrument":"ORA-2.2","actor":"nonprofit","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-customersite","url":"https://openroots.org/scenarios/ora/nonprofit/customersite","instrument":"ORA-2.2","actor":"nonprofit","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-clientwork","url":"https://openroots.org/scenarios/ora/nonprofit/clientwork","instrument":"ORA-2.2","actor":"nonprofit","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-training","url":"https://openroots.org/scenarios/ora/nonprofit/training","instrument":"ORA-2.2","actor":"nonprofit","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-corpus","url":"https://openroots.org/scenarios/ora/nonprofit/corpus","instrument":"ORA-2.2","actor":"nonprofit","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-rag","url":"https://openroots.org/scenarios/ora/nonprofit/rag","instrument":"ORA-2.2","actor":"nonprofit","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-crossthreshold","url":"https://openroots.org/scenarios/ora/nonprofit/crossthreshold","instrument":"ORA-2.2","actor":"nonprofit","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-acquired","url":"https://openroots.org/scenarios/ora/nonprofit/acquired","instrument":"ORA-2.2","actor":"nonprofit","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-continuity","url":"https://openroots.org/scenarios/ora/nonprofit/continuity","instrument":"ORA-2.2","actor":"nonprofit","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-combine","url":"https://openroots.org/scenarios/ora/nonprofit/combine","instrument":"ORA-2.2","actor":"nonprofit","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-trademark","url":"https://openroots.org/scenarios/ora/nonprofit/trademark","instrument":"ORA-2.2","actor":"nonprofit","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-contribute","url":"https://openroots.org/scenarios/ora/nonprofit/contribute","instrument":"ORA-2.2","actor":"nonprofit","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-audit","url":"https://openroots.org/scenarios/ora/nonprofit/audit","instrument":"ORA-2.2","actor":"nonprofit","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-breach","url":"https://openroots.org/scenarios/ora/nonprofit/breach","instrument":"ORA-2.2","actor":"nonprofit","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-licensordies","url":"https://openroots.org/scenarios/ora/nonprofit/licensordies","instrument":"ORA-2.2","actor":"nonprofit","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-nonprofit-sbom","url":"https://openroots.org/scenarios/ora/nonprofit/sbom","instrument":"ORA-2.2","actor":"nonprofit","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Charitable or public-benefit organisation, any size. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-evaluation","url":"https://openroots.org/scenarios/ora/university/evaluation","instrument":"ORA-2.2","actor":"university","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-internal","url":"https://openroots.org/scenarios/ora/university/internal","instrument":"ORA-2.2","actor":"university","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-production","url":"https://openroots.org/scenarios/ora/university/production","instrument":"ORA-2.2","actor":"university","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-embed","url":"https://openroots.org/scenarios/ora/university/embed","instrument":"ORA-2.2","actor":"university","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-hosted","url":"https://openroots.org/scenarios/ora/university/hosted","instrument":"ORA-2.2","actor":"university","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-fork","url":"https://openroots.org/scenarios/ora/university/fork","instrument":"ORA-2.2","actor":"university","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-redistribute","url":"https://openroots.org/scenarios/ora/university/redistribute","instrument":"ORA-2.2","actor":"university","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-resell","url":"https://openroots.org/scenarios/ora/university/resell","instrument":"ORA-2.2","actor":"university","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-repackage","url":"https://openroots.org/scenarios/ora/university/repackage","instrument":"ORA-2.2","actor":"university","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-port","url":"https://openroots.org/scenarios/ora/university/port","instrument":"ORA-2.2","actor":"university","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-marketplace","url":"https://openroots.org/scenarios/ora/university/marketplace","instrument":"ORA-2.2","actor":"university","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-largerproduct","url":"https://openroots.org/scenarios/ora/university/largerproduct","instrument":"ORA-2.2","actor":"university","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-customersite","url":"https://openroots.org/scenarios/ora/university/customersite","instrument":"ORA-2.2","actor":"university","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-clientwork","url":"https://openroots.org/scenarios/ora/university/clientwork","instrument":"ORA-2.2","actor":"university","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-training","url":"https://openroots.org/scenarios/ora/university/training","instrument":"ORA-2.2","actor":"university","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-corpus","url":"https://openroots.org/scenarios/ora/university/corpus","instrument":"ORA-2.2","actor":"university","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-rag","url":"https://openroots.org/scenarios/ora/university/rag","instrument":"ORA-2.2","actor":"university","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-crossthreshold","url":"https://openroots.org/scenarios/ora/university/crossthreshold","instrument":"ORA-2.2","actor":"university","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-acquired","url":"https://openroots.org/scenarios/ora/university/acquired","instrument":"ORA-2.2","actor":"university","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-continuity","url":"https://openroots.org/scenarios/ora/university/continuity","instrument":"ORA-2.2","actor":"university","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-combine","url":"https://openroots.org/scenarios/ora/university/combine","instrument":"ORA-2.2","actor":"university","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-trademark","url":"https://openroots.org/scenarios/ora/university/trademark","instrument":"ORA-2.2","actor":"university","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-contribute","url":"https://openroots.org/scenarios/ora/university/contribute","instrument":"ORA-2.2","actor":"university","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-audit","url":"https://openroots.org/scenarios/ora/university/audit","instrument":"ORA-2.2","actor":"university","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-breach","url":"https://openroots.org/scenarios/ora/university/breach","instrument":"ORA-2.2","actor":"university","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-licensordies","url":"https://openroots.org/scenarios/ora/university/licensordies","instrument":"ORA-2.2","actor":"university","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-university-sbom","url":"https://openroots.org/scenarios/ora/university/sbom","instrument":"ORA-2.2","actor":"university","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Educational institution, teaching or research use. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-evaluation","url":"https://openroots.org/scenarios/ora/government/evaluation","instrument":"ORA-2.2","actor":"government","situation":"evaluation","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-internal","url":"https://openroots.org/scenarios/ora/government/internal","instrument":"ORA-2.2","actor":"government","situation":"internal","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-production","url":"https://openroots.org/scenarios/ora/government/production","instrument":"ORA-2.2","actor":"government","situation":"production","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-embed","url":"https://openroots.org/scenarios/ora/government/embed","instrument":"ORA-2.2","actor":"government","situation":"embed","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-hosted","url":"https://openroots.org/scenarios/ora/government/hosted","instrument":"ORA-2.2","actor":"government","situation":"hosted","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-fork","url":"https://openroots.org/scenarios/ora/government/fork","instrument":"ORA-2.2","actor":"government","situation":"fork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-redistribute","url":"https://openroots.org/scenarios/ora/government/redistribute","instrument":"ORA-2.2","actor":"government","situation":"redistribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-resell","url":"https://openroots.org/scenarios/ora/government/resell","instrument":"ORA-2.2","actor":"government","situation":"resell","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-repackage","url":"https://openroots.org/scenarios/ora/government/repackage","instrument":"ORA-2.2","actor":"government","situation":"repackage","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-port","url":"https://openroots.org/scenarios/ora/government/port","instrument":"ORA-2.2","actor":"government","situation":"port","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.13","1.7","1.9","2.1","2.2","4.1","4.2","4.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-marketplace","url":"https://openroots.org/scenarios/ora/government/marketplace","instrument":"ORA-2.2","actor":"government","situation":"marketplace","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-largerproduct","url":"https://openroots.org/scenarios/ora/government/largerproduct","instrument":"ORA-2.2","actor":"government","situation":"largerproduct","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-customersite","url":"https://openroots.org/scenarios/ora/government/customersite","instrument":"ORA-2.2","actor":"government","situation":"customersite","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-clientwork","url":"https://openroots.org/scenarios/ora/government/clientwork","instrument":"ORA-2.2","actor":"government","situation":"clientwork","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","1.9","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-training","url":"https://openroots.org/scenarios/ora/government/training","instrument":"ORA-2.2","actor":"government","situation":"training","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-corpus","url":"https://openroots.org/scenarios/ora/government/corpus","instrument":"ORA-2.2","actor":"government","situation":"corpus","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-rag","url":"https://openroots.org/scenarios/ora/government/rag","instrument":"ORA-2.2","actor":"government","situation":"rag","tier":"Root","computeTier":true,"owed":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sectionsInPlay":["1.7","2.1","2.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"No royalty, but a Compute Fee before the training run. The Root tier does not include training at any size.","sections":["6.1","6.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-crossthreshold","url":"https://openroots.org/scenarios/ora/government/crossthreshold","instrument":"ORA-2.2","actor":"government","situation":"crossthreshold","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-acquired","url":"https://openroots.org/scenarios/ora/government/acquired","instrument":"ORA-2.2","actor":"government","situation":"acquired","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.4","1.7","2.1","2.2","2.3","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-continuity","url":"https://openroots.org/scenarios/ora/government/continuity","instrument":"ORA-2.2","actor":"government","situation":"continuity","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-combine","url":"https://openroots.org/scenarios/ora/government/combine","instrument":"ORA-2.2","actor":"government","situation":"combine","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.1","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-trademark","url":"https://openroots.org/scenarios/ora/government/trademark","instrument":"ORA-2.2","actor":"government","situation":"trademark","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","11.1","11.2","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, for truthful attribution under Section 8.1. What you may not do is imply endorsement or use the marks as your own branding.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-contribute","url":"https://openroots.org/scenarios/ora/government/contribute","instrument":"ORA-2.2","actor":"government","situation":"contribute","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-audit","url":"https://openroots.org/scenarios/ora/government/audit","instrument":"ORA-2.2","actor":"government","situation":"audit","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-breach","url":"https://openroots.org/scenarios/ora/government/breach","instrument":"ORA-2.2","actor":"government","situation":"breach","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","10.1","10.2","10.3","2.1","2.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-licensordies","url":"https://openroots.org/scenarios/ora/government/licensordies","instrument":"ORA-2.2","actor":"government","situation":"licensordies","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","2.1","2.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-government-sbom","url":"https://openroots.org/scenarios/ora/government/sbom","instrument":"ORA-2.2","actor":"government","situation":"sbom","tier":"Root","computeTier":false,"owed":"Nothing. No fee, no report, no filing.","sectionsInPlay":["1.7","16.1","2.1","2.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Root. Public sector at any level, national through municipal. Below $20,000,000 in trailing revenue, or within an exempt category, no Canopy royalty applies. Sections 4, 6, 8, and 10 still bind every Licensee.","sections":["1.7","2.1","2.2"],"weight":"clear"},{"question":"Is anything owed?","answer":"Nothing. No fee, no report, no filing.","sections":["2.1"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Revenue is measured across entities under common control, per Section 1.4. A parent company above the threshold makes its subsidiary a Canopy Licensee regardless of that subsidiary's own turnover.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-evaluation","url":"https://openroots.org/scenarios/ora/cloudprovider/evaluation","instrument":"ORA-2.2","actor":"cloudprovider","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-internal","url":"https://openroots.org/scenarios/ora/cloudprovider/internal","instrument":"ORA-2.2","actor":"cloudprovider","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-production","url":"https://openroots.org/scenarios/ora/cloudprovider/production","instrument":"ORA-2.2","actor":"cloudprovider","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-embed","url":"https://openroots.org/scenarios/ora/cloudprovider/embed","instrument":"ORA-2.2","actor":"cloudprovider","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-hosted","url":"https://openroots.org/scenarios/ora/cloudprovider/hosted","instrument":"ORA-2.2","actor":"cloudprovider","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-fork","url":"https://openroots.org/scenarios/ora/cloudprovider/fork","instrument":"ORA-2.2","actor":"cloudprovider","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-redistribute","url":"https://openroots.org/scenarios/ora/cloudprovider/redistribute","instrument":"ORA-2.2","actor":"cloudprovider","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-resell","url":"https://openroots.org/scenarios/ora/cloudprovider/resell","instrument":"ORA-2.2","actor":"cloudprovider","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-repackage","url":"https://openroots.org/scenarios/ora/cloudprovider/repackage","instrument":"ORA-2.2","actor":"cloudprovider","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-port","url":"https://openroots.org/scenarios/ora/cloudprovider/port","instrument":"ORA-2.2","actor":"cloudprovider","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-marketplace","url":"https://openroots.org/scenarios/ora/cloudprovider/marketplace","instrument":"ORA-2.2","actor":"cloudprovider","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-largerproduct","url":"https://openroots.org/scenarios/ora/cloudprovider/largerproduct","instrument":"ORA-2.2","actor":"cloudprovider","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-customersite","url":"https://openroots.org/scenarios/ora/cloudprovider/customersite","instrument":"ORA-2.2","actor":"cloudprovider","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-clientwork","url":"https://openroots.org/scenarios/ora/cloudprovider/clientwork","instrument":"ORA-2.2","actor":"cloudprovider","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-training","url":"https://openroots.org/scenarios/ora/cloudprovider/training","instrument":"ORA-2.2","actor":"cloudprovider","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-corpus","url":"https://openroots.org/scenarios/ora/cloudprovider/corpus","instrument":"ORA-2.2","actor":"cloudprovider","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-rag","url":"https://openroots.org/scenarios/ora/cloudprovider/rag","instrument":"ORA-2.2","actor":"cloudprovider","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-crossthreshold","url":"https://openroots.org/scenarios/ora/cloudprovider/crossthreshold","instrument":"ORA-2.2","actor":"cloudprovider","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-acquired","url":"https://openroots.org/scenarios/ora/cloudprovider/acquired","instrument":"ORA-2.2","actor":"cloudprovider","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-continuity","url":"https://openroots.org/scenarios/ora/cloudprovider/continuity","instrument":"ORA-2.2","actor":"cloudprovider","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-combine","url":"https://openroots.org/scenarios/ora/cloudprovider/combine","instrument":"ORA-2.2","actor":"cloudprovider","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-trademark","url":"https://openroots.org/scenarios/ora/cloudprovider/trademark","instrument":"ORA-2.2","actor":"cloudprovider","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-contribute","url":"https://openroots.org/scenarios/ora/cloudprovider/contribute","instrument":"ORA-2.2","actor":"cloudprovider","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-audit","url":"https://openroots.org/scenarios/ora/cloudprovider/audit","instrument":"ORA-2.2","actor":"cloudprovider","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-breach","url":"https://openroots.org/scenarios/ora/cloudprovider/breach","instrument":"ORA-2.2","actor":"cloudprovider","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-licensordies","url":"https://openroots.org/scenarios/ora/cloudprovider/licensordies","instrument":"ORA-2.2","actor":"cloudprovider","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-cloudprovider-sbom","url":"https://openroots.org/scenarios/ora/cloudprovider/sbom","instrument":"ORA-2.2","actor":"cloudprovider","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Offers managed services to third parties as its primary business. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-evaluation","url":"https://openroots.org/scenarios/ora/aicompany/evaluation","instrument":"ORA-2.2","actor":"aicompany","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-internal","url":"https://openroots.org/scenarios/ora/aicompany/internal","instrument":"ORA-2.2","actor":"aicompany","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-production","url":"https://openroots.org/scenarios/ora/aicompany/production","instrument":"ORA-2.2","actor":"aicompany","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-embed","url":"https://openroots.org/scenarios/ora/aicompany/embed","instrument":"ORA-2.2","actor":"aicompany","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-hosted","url":"https://openroots.org/scenarios/ora/aicompany/hosted","instrument":"ORA-2.2","actor":"aicompany","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-fork","url":"https://openroots.org/scenarios/ora/aicompany/fork","instrument":"ORA-2.2","actor":"aicompany","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-redistribute","url":"https://openroots.org/scenarios/ora/aicompany/redistribute","instrument":"ORA-2.2","actor":"aicompany","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-resell","url":"https://openroots.org/scenarios/ora/aicompany/resell","instrument":"ORA-2.2","actor":"aicompany","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-repackage","url":"https://openroots.org/scenarios/ora/aicompany/repackage","instrument":"ORA-2.2","actor":"aicompany","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-port","url":"https://openroots.org/scenarios/ora/aicompany/port","instrument":"ORA-2.2","actor":"aicompany","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-marketplace","url":"https://openroots.org/scenarios/ora/aicompany/marketplace","instrument":"ORA-2.2","actor":"aicompany","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-largerproduct","url":"https://openroots.org/scenarios/ora/aicompany/largerproduct","instrument":"ORA-2.2","actor":"aicompany","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-customersite","url":"https://openroots.org/scenarios/ora/aicompany/customersite","instrument":"ORA-2.2","actor":"aicompany","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-clientwork","url":"https://openroots.org/scenarios/ora/aicompany/clientwork","instrument":"ORA-2.2","actor":"aicompany","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-training","url":"https://openroots.org/scenarios/ora/aicompany/training","instrument":"ORA-2.2","actor":"aicompany","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-corpus","url":"https://openroots.org/scenarios/ora/aicompany/corpus","instrument":"ORA-2.2","actor":"aicompany","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-rag","url":"https://openroots.org/scenarios/ora/aicompany/rag","instrument":"ORA-2.2","actor":"aicompany","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-crossthreshold","url":"https://openroots.org/scenarios/ora/aicompany/crossthreshold","instrument":"ORA-2.2","actor":"aicompany","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-acquired","url":"https://openroots.org/scenarios/ora/aicompany/acquired","instrument":"ORA-2.2","actor":"aicompany","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-continuity","url":"https://openroots.org/scenarios/ora/aicompany/continuity","instrument":"ORA-2.2","actor":"aicompany","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-combine","url":"https://openroots.org/scenarios/ora/aicompany/combine","instrument":"ORA-2.2","actor":"aicompany","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-trademark","url":"https://openroots.org/scenarios/ora/aicompany/trademark","instrument":"ORA-2.2","actor":"aicompany","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-contribute","url":"https://openroots.org/scenarios/ora/aicompany/contribute","instrument":"ORA-2.2","actor":"aicompany","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-audit","url":"https://openroots.org/scenarios/ora/aicompany/audit","instrument":"ORA-2.2","actor":"aicompany","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-breach","url":"https://openroots.org/scenarios/ora/aicompany/breach","instrument":"ORA-2.2","actor":"aicompany","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-licensordies","url":"https://openroots.org/scenarios/ora/aicompany/licensordies","instrument":"ORA-2.2","actor":"aicompany","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-aicompany-sbom","url":"https://openroots.org/scenarios/ora/aicompany/sbom","instrument":"ORA-2.2","actor":"aicompany","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Trains, fine-tunes, or serves machine learning models commercially. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-evaluation","url":"https://openroots.org/scenarios/ora/reseller/evaluation","instrument":"ORA-2.2","actor":"reseller","situation":"evaluation","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-internal","url":"https://openroots.org/scenarios/ora/reseller/internal","instrument":"ORA-2.2","actor":"reseller","situation":"internal","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Running the Work inside your organisation at operating scope. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-production","url":"https://openroots.org/scenarios/ora/reseller/production","instrument":"ORA-2.2","actor":"reseller","situation":"production","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work reaches third parties through your product or service. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-embed","url":"https://openroots.org/scenarios/ora/reseller/embed","instrument":"ORA-2.2","actor":"reseller","situation":"embed","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is a component of something larger you charge for. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-hosted","url":"https://openroots.org/scenarios/ora/reseller/hosted","instrument":"ORA-2.2","actor":"reseller","situation":"hosted","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Third parties access the Work as a service you operate. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-fork","url":"https://openroots.org/scenarios/ora/reseller/fork","instrument":"ORA-2.2","actor":"reseller","situation":"fork","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.1","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What travels with a fork?","answer":"Preserve manifest attribution under Section 8.1 and state the model, runtime, or protocol version against which the Modification was validated under Section 8.2.","sections":["8.1","8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-redistribute","url":"https://openroots.org/scenarios/ora/reseller/redistribute","instrument":"ORA-2.2","actor":"reseller","situation":"redistribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-resell","url":"https://openroots.org/scenarios/ora/reseller/resell","instrument":"ORA-2.2","actor":"reseller","situation":"resell","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Charging for the Work itself or a lightly modified substitute. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-repackage","url":"https://openroots.org/scenarios/ora/reseller/repackage","instrument":"ORA-2.2","actor":"reseller","situation":"repackage","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Wrapping or bundling the Work and commercializing the package as the product. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-port","url":"https://openroots.org/scenarios/ora/reseller/port","instrument":"ORA-2.2","actor":"reseller","situation":"port","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.13","1.8","1.9","3.1","4.1","4.2","4.3","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Commercializing a port whose value still derives substantially from the Work. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"},{"question":"Is this a Competing Offering?","answer":"Yes if the value derives entirely or substantially from the Work itself. Section 4 applies to every Licensee, including Root. A larger independent product remains allowed, but selling, porting, repackaging, hosting, or redistributing the Work as the product requires a separate written agreement.","sections":["1.13","4.1","4.2","4.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-marketplace","url":"https://openroots.org/scenarios/ora/reseller/marketplace","instrument":"ORA-2.2","actor":"reseller","situation":"marketplace","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Listing the Work by name on a multi-provider platform where the customer controls its lifecycle. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-largerproduct","url":"https://openroots.org/scenarios/ora/reseller/largerproduct","instrument":"ORA-2.2","actor":"reseller","situation":"largerproduct","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. The Work is one component and customers principally pay for substantial independent functionality. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-customersite","url":"https://openroots.org/scenarios/ora/reseller/customersite","instrument":"ORA-2.2","actor":"reseller","situation":"customersite","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Providing professional services while the customer owns and controls the infrastructure and account. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-clientwork","url":"https://openroots.org/scenarios/ora/reseller/clientwork","instrument":"ORA-2.2","actor":"reseller","situation":"clientwork","tier":"Canopy","computeTier":false,"owed":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sectionsInPlay":["1.8","1.9","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"0.5% of revenue attributable to products or services that depend on the Work, capped at $250,000 per year, plus a quarterly Canopy Report.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does this count as Production Use?","answer":"Yes. Installing or operating the Work on infrastructure the customer owns and controls. Section 1.9 covers internal operation at operating scope and systems made available externally to customers or the public. Development, testing, evaluation, research, and personal non-revenue use remain outside it.","sections":["1.9"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Deploying on a customer's own infrastructure is carved out of Section 4 by 4.2, but the Section 5 royalty still attaches to revenue you earn from work that depends on the Work.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-training","url":"https://openroots.org/scenarios/ora/reseller/training","instrument":"ORA-2.2","actor":"reseller","situation":"training","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-corpus","url":"https://openroots.org/scenarios/ora/reseller/corpus","instrument":"ORA-2.2","actor":"reseller","situation":"corpus","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-rag","url":"https://openroots.org/scenarios/ora/reseller/rag","instrument":"ORA-2.2","actor":"reseller","situation":"rag","tier":"Canopy","computeTier":true,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","6.2","6.3","6.5"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use. Plus a separate Compute Fee before the training run.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does training need its own licence?","answer":"Yes, at every tier including Root. Section 6.1 removes AI Training Use from the base grant entirely. The fee is charged per 1,000 skill or prompt files in the training corpus. Training without it is not a lesser breach of these terms, it sits outside the licence, which Section 6.5 treats as infringement.","sections":["6.1","6.2","6.5"],"weight":"clear"},{"question":"What must the resulting model do?","answer":"Carry provenance disclosure on output that reproduces the Work substantially word for word, above the threshold set in Exhibit B. Section 6.3 targets the attribution harm alleged against Copilot rather than attempting to police memorisation.","sections":["6.3"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Corpus Inclusion under Section 1.11 reaches datasets compiled with actual knowledge they will be used for training. Passing the Work to a third party who trains on it does not move the obligation off you.","Retrieval augmentation falls inside the Section 1.10 definition. Whether that is the right line is one of the published open questions rather than a settled point.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-crossthreshold","url":"https://openroots.org/scenarios/ora/reseller/crossthreshold","instrument":"ORA-2.2","actor":"reseller","situation":"crossthreshold","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-acquired","url":"https://openroots.org/scenarios/ora/reseller/acquired","instrument":"ORA-2.2","actor":"reseller","situation":"acquired","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.4","1.8","2.3","3.1","5.1","5.2","5.4"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Is anything owed retroactively?","answer":"No. Section 5.4 states the obligation begins on the date the threshold is crossed and applies forward only. Rights already exercised are unaffected. On an acquisition, Section 1.4 aggregates entities under common control, so the acquirer's revenue is what counts from the closing date.","sections":["1.4","5.4","2.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-continuity","url":"https://openroots.org/scenarios/ora/reseller/continuity","instrument":"ORA-2.2","actor":"reseller","situation":"continuity","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.1","7.2","7.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Does the licence change by time alone?","answer":"No. Section 7 states that current releases do not convert automatically to Apache, MIT, Creative Commons, or any other fallback licence. A later version can apply to future releases only according to Section 16.","sections":["7.1","7.2","7.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-combine","url":"https://openroots.org/scenarios/ora/reseller/combine","instrument":"ORA-2.2","actor":"reseller","situation":"combine","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","6.1","7.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"Can this be combined with copyleft?","answer":"Not with GPL or AGPL for a combined derivative work. Those licences forbid additional restrictions, and the royalty, Compute clause, and competing-offering restriction are additional restrictions. There is no automatic conversion that makes this disappear for current releases.","sections":["5.1","6.1","7.1"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-trademark","url":"https://openroots.org/scenarios/ora/reseller/trademark","instrument":"ORA-2.2","actor":"reseller","situation":"trademark","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","11.1","11.2","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"May you say what you built on?","answer":"Yes, irrevocably, provided you are current on Section 5. Section 11.2 guarantees nominative fair use, and that right cannot be revoked, fee-gated, or used as leverage against a paying licensee.","sections":["11.1","11.2","8.1"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-contribute","url":"https://openroots.org/scenarios/ora/reseller/contribute","instrument":"ORA-2.2","actor":"reseller","situation":"contribute","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","8.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What must a contribution disclose?","answer":"That it is your own work, or is appropriately licensed and identified as such, or was produced with the assistance of an AI tool and which tool. Section 8.2 extends this to issues and defect reports, not only code, because the volume problem maintainers face is reports rather than patches.","sections":["8.2"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-audit","url":"https://openroots.org/scenarios/ora/reseller/audit","instrument":"ORA-2.2","actor":"reseller","situation":"audit","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","5.3"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What can an audit actually require?","answer":"Documentation once in any twelve month period, absent a documented reason to suspect misstatement. Where such a reason exists, an independent auditor may review under mutual NDA at the requesting party's expense, unless an underpayment above five percent is established, in which case you bear the reasonable cost.","sections":["5.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-breach","url":"https://openroots.org/scenarios/ora/reseller/breach","instrument":"ORA-2.2","actor":"reseller","situation":"breach","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","10.1","10.2","10.3","3.1","5.1","5.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What happens on breach?","answer":"Thirty days to cure from written notice, under Section 10.1. Reinstatement is available on curing and paying what would have been owed, with interest, unless you have already had rights terminated for the same Work within twenty-four months. Downstream recipients who remain compliant are unaffected by Section 10.3.","sections":["10.1","10.2","10.3"],"weight":"clear"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-licensordies","url":"https://openroots.org/scenarios/ora/reseller/licensordies","instrument":"ORA-2.2","actor":"reseller","situation":"licensordies","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","3.1","5.1","5.2","7.2"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What if the Licensor is gone?","answer":"Nothing changes by time alone. Your rights remain the rights in the version you received, and no fallback licence appears because the Licensor disappeared. The public canonical text and digest are what you rely on.","sections":["7.2"],"weight":"conditional"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]},{"slug":"ora-reseller-sbom","url":"https://openroots.org/scenarios/ora/reseller/sbom","instrument":"ORA-2.2","actor":"reseller","situation":"sbom","tier":"Canopy","computeTier":false,"owed":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sectionsInPlay":["1.8","16.1","3.1","5.1","5.2","8.1"],"rulings":[{"question":"Which tier applies?","answer":"Canopy. Packages and resells software built by others. Section 5.2 reporting applies; the Section 5.1 royalty attaches when the Licensee makes Production Use and only to attributable revenue.","sections":["1.8","3.1","5.1"],"weight":"clear"},{"question":"Is anything owed?","answer":"A quarterly Canopy Report. Section 5.1 imposes a royalty only when the Canopy Licensee makes Production Use.","sections":["5.1","5.2"],"weight":"clear"},{"question":"What goes in the SBOM?","answer":"Use the SPDX-valid LicenseRef form, the version, the canonical URL, and the attribution records Section 8.1 requires. Until a listed SPDX identifier is issued, do not use an unqualified ORL short form as though it were already on the SPDX License List.","sections":["8.1","16.1"],"weight":"open"}],"cautions":["Section 1.7 excludes an entity acting as a reseller or intermediary for a Legal Entity above the threshold from the Root tier, even where its own revenue is small.","Attribution lives in the package manifest under ORA 8.1, not only in documentation, because an agent package is installed by a machine that never reads a directory listing."]}]}