@open-agreements/open-agreements 0.2.0 → 0.3.0

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Files changed (189) hide show
  1. package/README.md +40 -2
  2. package/content/templates/closing-checklist/metadata.yaml +6 -13
  3. package/content/templates/closing-checklist/template.docx +0 -0
  4. package/content/templates/common-paper-ai-addendum/README.md +18 -0
  5. package/content/templates/common-paper-ai-addendum/metadata.yaml +136 -0
  6. package/content/templates/common-paper-ai-addendum/replacements.json +5 -0
  7. package/content/templates/common-paper-ai-addendum/selections.json +62 -0
  8. package/content/templates/common-paper-ai-addendum/template.docx +0 -0
  9. package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml +88 -0
  10. package/content/templates/common-paper-ai-addendum-in-app/replacements.json +5 -0
  11. package/content/templates/common-paper-ai-addendum-in-app/selections.json +62 -0
  12. package/content/templates/common-paper-amendment/README.md +18 -0
  13. package/content/templates/common-paper-amendment/metadata.yaml +48 -0
  14. package/content/templates/common-paper-amendment/template.docx +0 -0
  15. package/content/templates/common-paper-business-associate-agreement/README.md +20 -1
  16. package/content/templates/common-paper-business-associate-agreement/metadata.yaml +111 -3
  17. package/content/templates/common-paper-business-associate-agreement/replacements.json +2 -1
  18. package/content/templates/common-paper-business-associate-agreement/selections.json +38 -0
  19. package/content/templates/common-paper-business-associate-agreement/template.docx +0 -0
  20. package/content/templates/common-paper-cloud-service-agreement/README.md +18 -0
  21. package/content/templates/common-paper-cloud-service-agreement/metadata.yaml +48 -0
  22. package/content/templates/common-paper-cloud-service-agreement/template.docx +0 -0
  23. package/content/templates/common-paper-csa-with-ai/README.md +18 -0
  24. package/content/templates/common-paper-csa-with-ai/metadata.yaml +462 -2
  25. package/content/templates/common-paper-csa-with-ai/replacements.json +5 -2
  26. package/content/templates/common-paper-csa-with-ai/selections.json +291 -0
  27. package/content/templates/common-paper-csa-with-ai/template.docx +0 -0
  28. package/content/templates/common-paper-csa-with-sla/README.md +18 -0
  29. package/content/templates/common-paper-csa-with-sla/metadata.yaml +387 -2
  30. package/content/templates/common-paper-csa-with-sla/replacements.json +4 -2
  31. package/content/templates/common-paper-csa-with-sla/selections.json +257 -0
  32. package/content/templates/common-paper-csa-with-sla/template.docx +0 -0
  33. package/content/templates/common-paper-csa-without-sla/README.md +18 -0
  34. package/content/templates/common-paper-csa-without-sla/metadata.yaml +380 -2
  35. package/content/templates/common-paper-csa-without-sla/replacements.json +5 -2
  36. package/content/templates/common-paper-csa-without-sla/selections.json +250 -0
  37. package/content/templates/common-paper-csa-without-sla/template.docx +0 -0
  38. package/content/templates/common-paper-data-processing-agreement/README.md +16 -0
  39. package/content/templates/common-paper-data-processing-agreement/metadata.yaml +397 -3
  40. package/content/templates/common-paper-data-processing-agreement/replacements.json +2 -1
  41. package/content/templates/common-paper-data-processing-agreement/selections.json +211 -0
  42. package/content/templates/common-paper-data-processing-agreement/template.docx +0 -0
  43. package/content/templates/common-paper-design-partner-agreement/README.md +18 -0
  44. package/content/templates/common-paper-design-partner-agreement/metadata.yaml +99 -3
  45. package/content/templates/common-paper-design-partner-agreement/selections.json +27 -0
  46. package/content/templates/common-paper-design-partner-agreement/template.docx +0 -0
  47. package/content/templates/common-paper-independent-contractor-agreement/README.md +18 -0
  48. package/content/templates/common-paper-independent-contractor-agreement/clean.json +8 -0
  49. package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml +52 -0
  50. package/content/templates/common-paper-independent-contractor-agreement/replacements.json +3 -0
  51. package/content/templates/common-paper-independent-contractor-agreement/template.docx +0 -0
  52. package/content/templates/common-paper-letter-of-intent/README.md +18 -0
  53. package/content/templates/common-paper-letter-of-intent/metadata.yaml +48 -0
  54. package/content/templates/common-paper-letter-of-intent/template.docx +0 -0
  55. package/content/templates/common-paper-mutual-nda/README.md +29 -7
  56. package/content/templates/common-paper-mutual-nda/metadata.yaml +48 -0
  57. package/content/templates/common-paper-mutual-nda/template.docx +0 -0
  58. package/content/templates/common-paper-one-way-nda/README.md +13 -0
  59. package/content/templates/common-paper-one-way-nda/metadata.yaml +24 -0
  60. package/content/templates/common-paper-one-way-nda/selections.json +38 -0
  61. package/content/templates/common-paper-one-way-nda/template.docx +0 -0
  62. package/content/templates/common-paper-order-form/README.md +18 -0
  63. package/content/templates/common-paper-order-form/metadata.yaml +115 -3
  64. package/content/templates/common-paper-order-form/replacements.json +5 -2
  65. package/content/templates/common-paper-order-form/selections.json +56 -0
  66. package/content/templates/common-paper-order-form/template.docx +0 -0
  67. package/content/templates/common-paper-order-form-with-sla/README.md +18 -0
  68. package/content/templates/common-paper-order-form-with-sla/metadata.yaml +149 -3
  69. package/content/templates/common-paper-order-form-with-sla/replacements.json +6 -2
  70. package/content/templates/common-paper-order-form-with-sla/selections.json +64 -0
  71. package/content/templates/common-paper-order-form-with-sla/template.docx +0 -0
  72. package/content/templates/common-paper-partnership-agreement/README.md +18 -0
  73. package/content/templates/common-paper-partnership-agreement/metadata.yaml +293 -4
  74. package/content/templates/common-paper-partnership-agreement/replacements.json +5 -2
  75. package/content/templates/common-paper-partnership-agreement/selections.json +138 -0
  76. package/content/templates/common-paper-partnership-agreement/template.docx +0 -0
  77. package/content/templates/common-paper-pilot-agreement/README.md +18 -0
  78. package/content/templates/common-paper-pilot-agreement/metadata.yaml +48 -0
  79. package/content/templates/common-paper-pilot-agreement/template.docx +0 -0
  80. package/content/templates/common-paper-professional-services-agreement/README.md +18 -0
  81. package/content/templates/common-paper-professional-services-agreement/metadata.yaml +338 -4
  82. package/content/templates/common-paper-professional-services-agreement/replacements.json +7 -4
  83. package/content/templates/common-paper-professional-services-agreement/selections.json +207 -0
  84. package/content/templates/common-paper-professional-services-agreement/template.docx +0 -0
  85. package/content/templates/common-paper-statement-of-work/README.md +18 -0
  86. package/content/templates/common-paper-statement-of-work/metadata.yaml +110 -2
  87. package/content/templates/common-paper-statement-of-work/replacements.json +4 -1
  88. package/content/templates/common-paper-statement-of-work/selections.json +55 -0
  89. package/content/templates/common-paper-statement-of-work/template.docx +0 -0
  90. package/content/templates/common-paper-term-sheet/README.md +18 -0
  91. package/content/templates/common-paper-term-sheet/metadata.yaml +48 -0
  92. package/content/templates/common-paper-term-sheet/template.docx +0 -0
  93. package/content/templates/working-group-list/template.docx +0 -0
  94. package/dist/cli/index.d.ts.map +1 -1
  95. package/dist/cli/index.js +47 -10
  96. package/dist/cli/index.js.map +1 -1
  97. package/dist/commands/checklist.d.ts +21 -1
  98. package/dist/commands/checklist.d.ts.map +1 -1
  99. package/dist/commands/checklist.js +176 -44
  100. package/dist/commands/checklist.js.map +1 -1
  101. package/dist/commands/list.d.ts.map +1 -1
  102. package/dist/commands/list.js +1 -46
  103. package/dist/commands/list.js.map +1 -1
  104. package/dist/commands/recipe.js +3 -11
  105. package/dist/commands/recipe.js.map +1 -1
  106. package/dist/core/checklist/format-checklist-docx.d.ts +10 -0
  107. package/dist/core/checklist/format-checklist-docx.d.ts.map +1 -0
  108. package/dist/core/checklist/format-checklist-docx.js +321 -0
  109. package/dist/core/checklist/format-checklist-docx.js.map +1 -0
  110. package/dist/core/checklist/index.d.ts +23 -14
  111. package/dist/core/checklist/index.d.ts.map +1 -1
  112. package/dist/core/checklist/index.js +83 -39
  113. package/dist/core/checklist/index.js.map +1 -1
  114. package/dist/core/checklist/jsonl-stores.d.ts +3 -0
  115. package/dist/core/checklist/jsonl-stores.d.ts.map +1 -0
  116. package/dist/core/checklist/jsonl-stores.js +16 -0
  117. package/dist/core/checklist/jsonl-stores.js.map +1 -0
  118. package/dist/core/checklist/schemas.d.ts +2 -2
  119. package/dist/core/checklist/schemas.js +1 -1
  120. package/dist/core/checklist/schemas.js.map +1 -1
  121. package/dist/core/checklist/state-manager.d.ts +146 -0
  122. package/dist/core/checklist/state-manager.d.ts.map +1 -0
  123. package/dist/core/checklist/state-manager.js +147 -0
  124. package/dist/core/checklist/state-manager.js.map +1 -0
  125. package/dist/core/checklist/status-labels.d.ts +6 -0
  126. package/dist/core/checklist/status-labels.d.ts.map +1 -0
  127. package/dist/core/checklist/status-labels.js +29 -0
  128. package/dist/core/checklist/status-labels.js.map +1 -0
  129. package/dist/core/engine.d.ts +1 -0
  130. package/dist/core/engine.d.ts.map +1 -1
  131. package/dist/core/engine.js +72 -11
  132. package/dist/core/engine.js.map +1 -1
  133. package/dist/core/selector.d.ts +2 -0
  134. package/dist/core/selector.d.ts.map +1 -1
  135. package/dist/core/selector.js +181 -39
  136. package/dist/core/selector.js.map +1 -1
  137. package/dist/core/template-listing.d.ts +40 -0
  138. package/dist/core/template-listing.d.ts.map +1 -0
  139. package/dist/core/template-listing.js +91 -0
  140. package/dist/core/template-listing.js.map +1 -0
  141. package/dist/core/validation/recipe.d.ts.map +1 -1
  142. package/dist/core/validation/recipe.js +47 -61
  143. package/dist/core/validation/recipe.js.map +1 -1
  144. package/dist/core/validation/template.d.ts.map +1 -1
  145. package/dist/core/validation/template.js +10 -2
  146. package/dist/core/validation/template.js.map +1 -1
  147. package/dist/index.d.ts +2 -0
  148. package/dist/index.d.ts.map +1 -1
  149. package/dist/index.js +4 -0
  150. package/dist/index.js.map +1 -1
  151. package/package.json +8 -2
  152. package/skills/cloud-service-agreement/SKILL.md +9 -0
  153. package/skills/data-privacy-agreement/SKILL.md +9 -0
  154. package/skills/edit-docx-agreement/CONNECTORS.md +20 -0
  155. package/skills/edit-docx-agreement/SKILL.md +77 -0
  156. package/skills/employment-contract/SKILL.md +9 -0
  157. package/skills/iso-27001-evidence-collection/CONNECTORS.md +39 -0
  158. package/skills/iso-27001-evidence-collection/SKILL.md +304 -0
  159. package/skills/iso-27001-evidence-collection/rules/api-exports.md +191 -0
  160. package/skills/iso-27001-evidence-collection/rules/evidence-types.md +107 -0
  161. package/skills/iso-27001-evidence-collection/rules/screenshot-guide.md +77 -0
  162. package/skills/iso-27001-internal-audit/CONNECTORS.md +39 -0
  163. package/skills/iso-27001-internal-audit/SKILL.md +275 -0
  164. package/skills/iso-27001-internal-audit/rules/access-control.md +191 -0
  165. package/skills/iso-27001-internal-audit/rules/business-continuity.md +94 -0
  166. package/skills/iso-27001-internal-audit/rules/change-management.md +211 -0
  167. package/skills/iso-27001-internal-audit/rules/encryption.md +93 -0
  168. package/skills/iso-27001-internal-audit/rules/incident-response.md +127 -0
  169. package/skills/iso-27001-internal-audit/rules/isms-management.md +164 -0
  170. package/skills/iso-27001-internal-audit/rules/logging-monitoring.md +96 -0
  171. package/skills/iso-27001-internal-audit/rules/people-controls.md +161 -0
  172. package/skills/iso-27001-internal-audit/rules/supplier-management.md +92 -0
  173. package/skills/nda/SKILL.md +9 -0
  174. package/skills/open-agreements/SKILL.md +9 -0
  175. package/skills/safe/SKILL.md +9 -0
  176. package/skills/services-agreement/SKILL.md +9 -0
  177. package/skills/soc2-readiness/CONNECTORS.md +39 -0
  178. package/skills/soc2-readiness/SKILL.md +301 -0
  179. package/skills/soc2-readiness/rules/change-vendor-management.md +104 -0
  180. package/skills/soc2-readiness/rules/communication-info.md +85 -0
  181. package/skills/soc2-readiness/rules/control-activities.md +95 -0
  182. package/skills/soc2-readiness/rules/control-environment.md +126 -0
  183. package/skills/soc2-readiness/rules/logical-access.md +264 -0
  184. package/skills/soc2-readiness/rules/monitoring-activities.md +66 -0
  185. package/skills/soc2-readiness/rules/optional-categories.md +264 -0
  186. package/skills/soc2-readiness/rules/privacy-criteria.md +359 -0
  187. package/skills/soc2-readiness/rules/risk-assessment.md +100 -0
  188. package/skills/soc2-readiness/rules/system-operations.md +170 -0
  189. package/skills/venture-financing/SKILL.md +9 -0
@@ -41,6 +41,24 @@ A cloud service agreement with key terms and standard terms based on [Common Pap
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  | `greater_of_multiplier` | string | no | Greater-of multiplier |
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  | `dpa_reference` | string | no | DPA reference |
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43
 
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+
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+ ### Signature Block
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+
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+ | Field | Type | Required | Description |
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+ |-------|------|----------|-------------|
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+ | `provider_signatory_type` | enum (`entity` / `individual`) | no | Whether the Provider signatory is an entity or individual (default: `entity`) |
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+ | `provider_signatory_name` | string | no | Full legal name of the Provider's signatory |
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+ | `provider_signatory_title` | string | no | Title/role of the Provider's signatory (entity only) |
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+ | `provider_signatory_company` | string | no | Company name for the Provider signatory (entity only) |
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+ | `provider_signatory_email` | string | no | Notice email address for the Provider |
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+ | `customer_signatory_type` | enum (`entity` / `individual`) | no | Whether the Customer signatory is an entity or individual (default: `entity`) |
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+ | `customer_signatory_name` | string | no | Full legal name of the Customer's signatory |
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+ | `customer_signatory_title` | string | no | Title/role of the Customer's signatory (entity only) |
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+ | `customer_signatory_company` | string | no | Company name for the Customer signatory (entity only) |
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+ | `customer_signatory_email` | string | no | Notice email address for the Customer |
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+
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+ > **Note:** `*_title` and `*_company` are only rendered when the corresponding `*_type` is `entity` (default). When set to `individual`, those cells are left blank even if values are provided.
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+
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  ## Attribution
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  Based on the Common Paper CSA Without SLA, available at https://commonpaper.com.
@@ -50,10 +50,50 @@ fields:
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  type: string
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  description: Fee billing unit
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  section: Payment
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- - name: fill_in_value
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+ - name: custom_fee_structure
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  type: string
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- description: General fill-in value
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+ description: Custom fee structure description (used with fee_is_other)
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+ section: Payment
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+ - name: use_limitations
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+ type: string
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+ description: Description of use limitations or prohibited uses of the Cloud Service
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+ section: Service
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+ - name: professional_services_billing
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+ type: string
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+ description: How professional services fees will be billed
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+ section: Payment
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+ - name: fee_increase_max_percent
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+ type: string
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+ description: Maximum fee increase percentage per renewal (used with fee_may_increase)
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+ section: Payment
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+ - name: fee_increase_percent
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+ type: string
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+ description: Fee increase percentage per renewal (used with fee_will_increase)
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+ section: Payment
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+ - name: sla_terms
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+ type: string
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+ description: Service level terms describing uptime commitments, remedies for SLA breaches, and refund policies
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+ section: Service
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+ - name: increased_claim_other_detail
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+ type: string
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+ description: Description of a custom Increased Claim category
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+ section: Liability
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+ - name: unlimited_claim_other_detail
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+ type: string
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+ description: Description of a custom Unlimited Claim category
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+ section: Liability
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+ - name: additional_warranty_provider_detail
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+ type: string
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+ description: Additional warranty text provided by the Provider
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+ section: Terms
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+ - name: additional_warranty_customer_detail
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+ type: string
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+ description: Additional warranty text provided by the Customer
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  section: Terms
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+ - name: other_security_certification
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+ type: string
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+ description: Name of additional security certification (e.g. "ISO 27701")
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+ section: Security
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  - name: payment_frequency
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  type: string
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  description: Payment frequency
@@ -124,6 +164,344 @@ fields:
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  type: string
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  description: DPA reference
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  section: Privacy
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+ - name: pilot_has_fee
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+ type: boolean
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+ description: >-
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+ Set to true when the Pilot Period has an associated fee
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+ (not a free trial).
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+ section: Payment
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+ - name: pilot_modifications
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+ type: boolean
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+ description: >-
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+ Set to true when modifications to the Agreement apply only
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+ during the Pilot Period.
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+ section: Service
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+ - name: fee_is_per_unit
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+ type: boolean
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+ description: >-
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+ Set to true when fees are charged per unit (e.g., per user, per month).
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+ section: Payment
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+ - name: fee_is_other
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+ type: boolean
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+ description: >-
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+ Set to true when a custom fee structure applies. Describe in
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+ custom_fee_structure.
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+ section: Payment
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+ - name: fee_may_increase
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+ type: boolean
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+ description: >-
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+ Set to true when fees may increase up to a specified percentage
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+ upon renewal.
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+ section: Payment
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+ - name: fee_will_increase
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+ type: boolean
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+ description: >-
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+ Set to true when fees will automatically increase upon renewal.
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+ section: Payment
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+ - name: fee_inclusive_of_taxes
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+ type: boolean
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+ description: >-
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+ Set to true when fees are inclusive of taxes, modifying Section 4.1
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+ of the Standard Terms.
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+ section: Payment
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+ - name: payment_by_invoice
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+ type: boolean
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+ description: >-
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+ Set to true when payment is by invoice (not automatic payment).
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+ section: Payment
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+ - name: no_auto_renew
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+ type: boolean
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+ description: >-
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+ Set to true when this Order Form does not automatically renew,
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+ modifying Section 5.1 of the Standard Terms.
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+ section: Terms
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+ - name: professional_services_by_reference
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+ type: boolean
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+ description: >-
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+ Set to true when professional services are described by reference
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+ to an external SOW or PSA.
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+ section: Service
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+ - name: professional_services_described
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+ type: boolean
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+ description: >-
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+ Set to true when professional services are described inline
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+ in the Order Form.
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+ section: Service
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+ - name: professional_services_payment
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+ type: boolean
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+ description: >-
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+ Set to true when a separate payment process applies to
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+ professional services.
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+ section: Payment
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+ - name: has_provider_covered_claims
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+ type: boolean
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+ description: >-
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+ Set to true when Provider Covered Claims (IP indemnification)
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+ are included.
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+ section: Liability
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+ - name: has_customer_covered_claims
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+ type: boolean
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+ description: >-
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+ Set to true when Customer Covered Claims (IP and restrictions
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+ indemnification) are included.
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+ section: Liability
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+ - name: general_cap_type
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+ type: enum
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+ description: >-
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+ How the General Cap Amount (baseline liability limit) is calculated.
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+ "multiplier" uses a multiple of fees, "dollar" uses a fixed amount,
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+ "greater_of" uses the greater of a dollar amount or a multiple of fees.
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+ options:
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+ - multiplier
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+ - dollar
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+ - greater_of
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+ section: Liability
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+ - name: increased_cap_type
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+ type: enum
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+ description: >-
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+ How the Increased Cap Amount (higher liability limit for Increased
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+ Claims) is calculated. Same options as general_cap_type.
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+ options:
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+ - multiplier
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+ - dollar
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+ - greater_of
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+ section: Liability
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+ - name: increased_claim_breach_privacy
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+ type: boolean
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+ description: >-
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+ Set to true when breach of Section 3 (Privacy & Security) should be
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+ classified as an Increased Claim with a higher liability cap.
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+ section: Liability
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+ - name: increased_claim_breach_conf
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+ type: boolean
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+ description: >-
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+ Set to true when breach of Section 10 (Confidentiality) should be
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+ classified as an Increased Claim (excluding data or security breaches).
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+ section: Liability
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+ - name: increased_claim_indemnification
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+ type: boolean
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+ description: >-
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+ Set to true when indemnification obligations for Covered Claims should
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+ be classified as an Increased Claim.
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+ section: Liability
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+ - name: increased_claim_breach_privacy_gross
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+ type: boolean
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+ description: >-
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+ Set to true when breach of Privacy & Security resulting from gross
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+ negligence is an Increased Claim.
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+ section: Liability
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+ - name: increased_claim_breach_conf_gross
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+ type: boolean
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+ description: >-
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+ Set to true when breach of Confidentiality resulting from gross
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+ negligence is an Increased Claim.
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+ section: Liability
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+ - name: increased_claim_other
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+ type: boolean
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+ description: >-
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+ Set to true to include a custom Increased Claim category. Specify in
303
+ increased_claim_other_detail.
304
+ section: Liability
305
+ - name: unlimited_claim_indemnification
306
+ type: boolean
307
+ description: >-
308
+ Set to true when indemnification for Covered Claims should have
309
+ no liability cap (Unlimited Claim).
310
+ section: Liability
311
+ - name: unlimited_claim_breach_privacy_gross
312
+ type: boolean
313
+ description: >-
314
+ Set to true when breach of Privacy & Security resulting from gross
315
+ negligence should have no liability cap (Unlimited Claim).
316
+ section: Liability
317
+ - name: unlimited_claim_breach_conf_gross
318
+ type: boolean
319
+ description: >-
320
+ Set to true when breach of Confidentiality resulting from gross
321
+ negligence should have no liability cap (Unlimited Claim).
322
+ section: Liability
323
+ - name: unlimited_claim_breach_privacy
324
+ type: boolean
325
+ description: >-
326
+ Set to true when breach of Section 3 (Privacy & Security) should
327
+ have no liability cap (Unlimited Claim).
328
+ section: Liability
329
+ - name: unlimited_claim_breach_conf
330
+ type: boolean
331
+ description: >-
332
+ Set to true when breach of Section 10 (Confidentiality) should
333
+ have no liability cap (Unlimited Claim).
334
+ section: Liability
335
+ - name: unlimited_claim_other
336
+ type: boolean
337
+ description: >-
338
+ Set to true to include a custom Unlimited Claim category. Specify
339
+ in unlimited_claim_other_detail.
340
+ section: Liability
341
+ - name: additional_warranty_by_provider
342
+ type: boolean
343
+ description: >-
344
+ Set to true when Provider is providing additional warranties beyond
345
+ the Standard Terms.
346
+ section: Legal
347
+ - name: additional_warranty_by_customer
348
+ type: boolean
349
+ description: >-
350
+ Set to true when Customer is providing additional warranties beyond
351
+ the Standard Terms.
352
+ section: Legal
353
+ - name: security_reasonable_efforts
354
+ type: boolean
355
+ description: >-
356
+ Set to true when Provider will use commercially reasonable efforts
357
+ to secure the Cloud Service.
358
+ section: Security
359
+ - name: has_security_policy
360
+ type: boolean
361
+ description: >-
362
+ Set to true when Provider has a Security Policy available at the
363
+ specified DPA reference URL.
364
+ section: Security
365
+ - name: has_security_certifications
366
+ type: boolean
367
+ description: >-
368
+ Set to true when Provider maintains annually updated security
369
+ reports or certifications.
370
+ section: Security
371
+ - name: cert_iso_27001
372
+ type: boolean
373
+ description: Set to true when Provider holds ISO 27001 certification.
374
+ section: Security
375
+ - name: cert_penetration_testing
376
+ type: boolean
377
+ description: Set to true when Provider performs regular penetration testing.
378
+ section: Security
379
+ - name: cert_soc2_type1
380
+ type: boolean
381
+ description: Set to true when Provider holds SOC 2 Type I certification.
382
+ section: Security
383
+ - name: cert_pci_level1
384
+ type: boolean
385
+ description: Set to true when Provider holds PCI Level 1 certification.
386
+ section: Security
387
+ - name: cert_soc2_type2
388
+ type: boolean
389
+ description: Set to true when Provider holds SOC 2 Type II certification.
390
+ section: Security
391
+ - name: cert_pci_level2
392
+ type: boolean
393
+ description: Set to true when Provider holds PCI Level 2 certification.
394
+ section: Security
395
+ - name: cert_hitrust
396
+ type: boolean
397
+ description: Set to true when Provider holds HITRUST certification.
398
+ section: Security
399
+ - name: cert_fedramp
400
+ type: boolean
401
+ description: Set to true when Provider holds FedRAMP Authorization.
402
+ section: Security
403
+ - name: cert_other
404
+ type: boolean
405
+ description: >-
406
+ Set to true to include an additional security certification.
407
+ Specify the certification in other_security_certification.
408
+ section: Security
409
+ - name: insurance_commercial_liability
410
+ type: boolean
411
+ description: >-
412
+ Set to true when Provider must carry commercial general liability
413
+ insurance with a minimum limit.
414
+ section: Insurance
415
+ - name: insurance_workers_comp
416
+ type: boolean
417
+ description: >-
418
+ Set to true when Provider must carry workers' compensation or
419
+ employers' liability insurance.
420
+ section: Insurance
421
+ - name: insurance_errors_omissions
422
+ type: boolean
423
+ description: >-
424
+ Set to true when Provider must carry errors and omissions or
425
+ professional liability insurance.
426
+ section: Insurance
427
+ - name: insurance_cyber
428
+ type: boolean
429
+ description: >-
430
+ Set to true when Provider must carry cyber liability insurance
431
+ with a minimum limit.
432
+ section: Insurance
433
+ - name: insurance_additional_insured
434
+ type: boolean
435
+ description: >-
436
+ Set to true when Provider's policies will cover Customer as
437
+ additional insured.
438
+ section: Insurance
439
+ - name: additional_insured_commercial
440
+ type: boolean
441
+ description: >-
442
+ Set to true when Customer is additional insured on commercial
443
+ general liability policy.
444
+ section: Insurance
445
+ - name: additional_insured_eo
446
+ type: boolean
447
+ description: >-
448
+ Set to true when Customer is additional insured on errors and
449
+ omissions or professional liability policy.
450
+ section: Insurance
451
+ - name: additional_insured_cyber
452
+ type: boolean
453
+ description: >-
454
+ Set to true when Customer is additional insured on cyber
455
+ liability policy.
456
+ section: Insurance
457
+ - name: provider_signatory_type
458
+ type: enum
459
+ description: Whether the Provider signatory is an entity or individual
460
+ options:
461
+ - entity
462
+ - individual
463
+ default: entity
464
+ section: Signature Block
465
+ - name: provider_signatory_name
466
+ type: string
467
+ description: Full legal name of the Provider's signatory
468
+ section: Signature Block
469
+ - name: provider_signatory_title
470
+ type: string
471
+ description: Title/role of the Provider's signatory (entity only)
472
+ section: Signature Block
473
+ - name: provider_signatory_company
474
+ type: string
475
+ description: Company name for the Provider signatory (entity only)
476
+ section: Signature Block
477
+ - name: provider_signatory_email
478
+ type: string
479
+ description: Notice email address for the Provider
480
+ section: Signature Block
481
+ - name: customer_signatory_type
482
+ type: enum
483
+ description: Whether the Customer signatory is an entity or individual
484
+ options:
485
+ - entity
486
+ - individual
487
+ default: entity
488
+ section: Signature Block
489
+ - name: customer_signatory_name
490
+ type: string
491
+ description: Full legal name of the Customer's signatory
492
+ section: Signature Block
493
+ - name: customer_signatory_title
494
+ type: string
495
+ description: Title/role of the Customer's signatory (entity only)
496
+ section: Signature Block
497
+ - name: customer_signatory_company
498
+ type: string
499
+ description: Company name for the Customer signatory (entity only)
500
+ section: Signature Block
501
+ - name: customer_signatory_email
502
+ type: string
503
+ description: Notice email address for the Customer
504
+ section: Signature Block
127
505
  required_fields:
128
506
  - company_name
129
507
  - provider_name
@@ -2,6 +2,9 @@
2
2
  "{payment_terms_days} days before the end": "{non_renewal_notice_days} days before the end",
3
3
  "{non_renewal_notice_days}x the Fees": "{cap_multiplier}x the Fees",
4
4
  "[ # ]": "{payment_terms_days}",
5
- "[Describe Use Limitations, such as geographic restrictions, system requirements, etc.]": "{fill_in_value}",
6
- "[describe how services fees will be billed, for example \"Invoices for these services will be sent monthly.\"]": "{fill_in_value}"
5
+ "[Describe Use Limitations, such as geographic restrictions, system requirements, etc.]": "{use_limitations}",
6
+ "[describe how services fees will be billed, for example \"Invoices for these services will be sent monthly.\"]": "{professional_services_billing}",
7
+ "[Provider will use commercially reasonable efforts to provide and maintain the Cloud Service without excessive errors and interruptions. If Provider does not meet the SLA in two consecutive months or over three months in any 12-month period, then Customer may, as its only remedy, terminate this Order Form upon notice and receive a prorated refund of prepaid Fees for the remainder of the Subscription Period.]": "{sla_terms}",
8
+ "up to [ ]% per renewal": "up to {fee_increase_max_percent}% per renewal",
9
+ "will increase [ ]% per renewal": "will increase {fee_increase_percent}% per renewal"
7
10
  }
@@ -0,0 +1,250 @@
1
+ {
2
+ "groups": [
3
+ {
4
+ "id": "order_start_date",
5
+ "type": "radio",
6
+ "options": [
7
+ { "marker": "Date of last signature on this Order Form", "trigger": "default" },
8
+ { "marker": "{custom_start_date}", "trigger": { "field": "custom_start_date" } }
9
+ ]
10
+ },
11
+ {
12
+ "id": "pilot_fee",
13
+ "type": "radio",
14
+ "options": [
15
+ { "marker": "Fee for Pilot Period:", "trigger": { "field": "pilot_has_fee", "equals": true } },
16
+ { "marker": "Free trial", "trigger": "default" }
17
+ ]
18
+ },
19
+ {
20
+ "id": "pilot_modifications",
21
+ "type": "checkbox",
22
+ "standalone": true,
23
+ "options": [
24
+ { "marker": "Modifications to the Agreement that apply only to the Pilot Period", "trigger": { "field": "pilot_modifications" } }
25
+ ]
26
+ },
27
+ {
28
+ "id": "fee_structure",
29
+ "type": "checkbox",
30
+ "options": [
31
+ { "marker": "{fees} per {fee_unit}", "trigger": { "field": "fee_is_per_unit" } },
32
+ { "marker": "Other fee structure:", "trigger": { "field": "fee_is_other" } },
33
+ { "marker": "Fees may increase up to", "trigger": { "field": "fee_may_increase" } },
34
+ { "marker": "Fees will increase", "trigger": { "field": "fee_will_increase" } },
35
+ { "marker": "Modifying Section 4.1 of the Standard Terms, Fees are inclusive of taxes", "trigger": { "field": "fee_inclusive_of_taxes" } }
36
+ ]
37
+ },
38
+ {
39
+ "id": "payment_method",
40
+ "type": "radio",
41
+ "options": [
42
+ { "marker": "Pay by invoice", "trigger": { "field": "payment_by_invoice", "equals": true } },
43
+ { "marker": "Automatic payment", "trigger": "default" }
44
+ ]
45
+ },
46
+ {
47
+ "id": "auto_renewal",
48
+ "type": "radio",
49
+ "options": [
50
+ { "marker": "Non-Renewal Notice Date:", "trigger": "default" },
51
+ { "marker": "Modifying Section 5.1 of the Standard Terms, this Order Form does not automatically renew", "trigger": { "field": "no_auto_renew", "equals": true } }
52
+ ]
53
+ },
54
+ {
55
+ "id": "professional_services",
56
+ "type": "checkbox",
57
+ "options": [
58
+ { "marker": "Provider will provide professional services according to the {professional_services_reference}", "trigger": { "field": "professional_services_by_reference" } },
59
+ { "marker": "Provider will provide the following professional services: {professional_services_description}", "trigger": { "field": "professional_services_described" } },
60
+ { "marker": "Payment Process for these services:", "trigger": { "field": "professional_services_payment" } }
61
+ ]
62
+ },
63
+ {
64
+ "id": "effective_date",
65
+ "type": "radio",
66
+ "options": [
67
+ { "marker": "Date of last signature on this Cover Page", "trigger": "default" },
68
+ { "marker": "{custom_effective_date}", "trigger": { "field": "custom_effective_date" } }
69
+ ]
70
+ },
71
+ {
72
+ "id": "covered_claims",
73
+ "type": "checkbox",
74
+ "options": [
75
+ { "marker": "Provider Covered Claims:", "trigger": { "field": "has_provider_covered_claims" } },
76
+ { "marker": "Customer Covered Claims:", "trigger": { "field": "has_customer_covered_claims" } }
77
+ ]
78
+ },
79
+ {
80
+ "id": "general_cap",
81
+ "type": "radio",
82
+ "cellContext": "no General Cap Amount",
83
+ "options": [
84
+ { "marker": "{cap_multiplier}x the Fees paid or payable by Customer to Provider", "trigger": { "field": "general_cap_type", "equals": "multiplier" } },
85
+ { "marker": "${general_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "dollar" } },
86
+ { "marker": "The greater of ${increased_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "greater_of" } }
87
+ ]
88
+ },
89
+ {
90
+ "id": "increased_claims",
91
+ "type": "checkbox",
92
+ "cellContext": "no Increased Claims are included",
93
+ "options": [
94
+ { "marker": "Breach of Section 3 (Privacy & Security)", "trigger": { "field": "increased_claim_breach_privacy" } },
95
+ { "marker": "Breach of Section 10 (Confidentiality) (however, excluding any data or security breaches)", "trigger": { "field": "increased_claim_breach_conf" } },
96
+ { "marker": "indemnification obligation", "trigger": { "field": "increased_claim_indemnification" } },
97
+ { "marker": "Breach of Section 3 (Privacy & Security) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_privacy_gross" } },
98
+ { "marker": "Breach of Section 10 (Confidentiality) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_conf_gross" } },
99
+ { "marker": "Other: {increased_claim_other_detail}", "trigger": { "field": "increased_claim_other" } }
100
+ ]
101
+ },
102
+ {
103
+ "id": "increased_cap",
104
+ "type": "radio",
105
+ "cellContext": "Increased Claims are included above",
106
+ "options": [
107
+ { "marker": "{cap_multiplier}x the Fees paid or payable by Customer to Provider", "trigger": { "field": "increased_cap_type", "equals": "multiplier" } },
108
+ { "marker": "${general_cap_amount}", "trigger": { "field": "increased_cap_type", "equals": "dollar" } },
109
+ { "marker": "The greater of ${increased_cap_amount}", "trigger": { "field": "increased_cap_type", "equals": "greater_of" } }
110
+ ]
111
+ },
112
+ {
113
+ "id": "unlimited_claims",
114
+ "type": "checkbox",
115
+ "cellContext": "no Unlimited Claims are included",
116
+ "options": [
117
+ { "marker": "indemnification obligation", "trigger": { "field": "unlimited_claim_indemnification" } },
118
+ { "marker": "Breach of Section 3 (Privacy & Security) resulting from gross negligence", "trigger": { "field": "unlimited_claim_breach_privacy_gross" } },
119
+ { "marker": "Breach of Section 10 (Confidentiality) resulting from gross negligence", "trigger": { "field": "unlimited_claim_breach_conf_gross" } },
120
+ { "marker": "Breach of Section 3 (Privacy & Security)", "trigger": { "field": "unlimited_claim_breach_privacy" } },
121
+ { "marker": "Breach of Section 10 (Confidentiality) (however, excluding any data or security breaches)", "trigger": { "field": "unlimited_claim_breach_conf" } },
122
+ { "marker": "Other: {unlimited_claim_other_detail}", "trigger": { "field": "unlimited_claim_other" } }
123
+ ]
124
+ },
125
+ {
126
+ "id": "additional_warranties",
127
+ "type": "checkbox",
128
+ "options": [
129
+ { "marker": "By Provider:", "trigger": { "field": "additional_warranty_by_provider" } },
130
+ { "marker": "By Customer:", "trigger": { "field": "additional_warranty_by_customer" } }
131
+ ]
132
+ },
133
+ {
134
+ "id": "security_commitments",
135
+ "type": "checkbox",
136
+ "options": [
137
+ { "marker": "Provider will use commercially reasonable efforts to secure the Cloud Service", "trigger": { "field": "security_reasonable_efforts" } },
138
+ { "marker": "Provider will comply with the Security Policy available at {dpa_reference}", "trigger": { "field": "has_security_policy" } },
139
+ { "marker": "Provider will maintain annually updated reports or annual certifications", "trigger": { "field": "has_security_certifications" } }
140
+ ]
141
+ },
142
+ {
143
+ "id": "security_cert_iso27001",
144
+ "type": "checkbox",
145
+ "standalone": true,
146
+ "options": [
147
+ { "marker": "ISO 27001", "trigger": { "field": "cert_iso_27001" } }
148
+ ]
149
+ },
150
+ {
151
+ "id": "security_cert_pentest",
152
+ "type": "checkbox",
153
+ "standalone": true,
154
+ "options": [
155
+ { "marker": "Penetration testing", "trigger": { "field": "cert_penetration_testing" } }
156
+ ]
157
+ },
158
+ {
159
+ "id": "security_cert_soc2_type1",
160
+ "type": "checkbox",
161
+ "standalone": true,
162
+ "options": [
163
+ { "marker": "SOC 2 Type I", "trigger": { "field": "cert_soc2_type1" } }
164
+ ]
165
+ },
166
+ {
167
+ "id": "security_cert_pci_level1",
168
+ "type": "checkbox",
169
+ "standalone": true,
170
+ "options": [
171
+ { "marker": "PCI Level 1", "trigger": { "field": "cert_pci_level1" } }
172
+ ]
173
+ },
174
+ {
175
+ "id": "security_cert_soc2_type2",
176
+ "type": "checkbox",
177
+ "standalone": true,
178
+ "options": [
179
+ { "marker": "SOC 2 Type II", "trigger": { "field": "cert_soc2_type2" } }
180
+ ]
181
+ },
182
+ {
183
+ "id": "security_cert_pci_level2",
184
+ "type": "checkbox",
185
+ "standalone": true,
186
+ "options": [
187
+ { "marker": "PCI Level 2", "trigger": { "field": "cert_pci_level2" } }
188
+ ]
189
+ },
190
+ {
191
+ "id": "security_cert_hitrust",
192
+ "type": "checkbox",
193
+ "standalone": true,
194
+ "options": [
195
+ { "marker": "HITRUST", "trigger": { "field": "cert_hitrust" } }
196
+ ]
197
+ },
198
+ {
199
+ "id": "security_cert_fedramp",
200
+ "type": "checkbox",
201
+ "standalone": true,
202
+ "options": [
203
+ { "marker": "FedRAMP Authorized", "trigger": { "field": "cert_fedramp" } }
204
+ ]
205
+ },
206
+ {
207
+ "id": "security_cert_other",
208
+ "type": "checkbox",
209
+ "standalone": true,
210
+ "options": [
211
+ { "marker": "Other: {other_security_certification}", "trigger": { "field": "cert_other" } }
212
+ ]
213
+ },
214
+ {
215
+ "id": "insurance",
216
+ "type": "checkbox",
217
+ "options": [
218
+ { "marker": "Commercial general liability with a minimum limit", "trigger": { "field": "insurance_commercial_liability" } },
219
+ { "marker": "Workers\u2019 compensation or employers\u2019 liability insurance", "trigger": { "field": "insurance_workers_comp" } },
220
+ { "marker": "Errors and omissions or professional liability with a minimum limit", "trigger": { "field": "insurance_errors_omissions" } },
221
+ { "marker": "Cyber liability insurance with a minimum limit", "trigger": { "field": "insurance_cyber" } },
222
+ { "marker": "The following of Provider\u2019s policies will cover Customer as additional insured", "trigger": { "field": "insurance_additional_insured" } }
223
+ ]
224
+ },
225
+ {
226
+ "id": "additional_insured_commercial",
227
+ "type": "checkbox",
228
+ "standalone": true,
229
+ "options": [
230
+ { "marker": "Commercial general liability", "trigger": { "field": "additional_insured_commercial" } }
231
+ ]
232
+ },
233
+ {
234
+ "id": "additional_insured_eo",
235
+ "type": "checkbox",
236
+ "standalone": true,
237
+ "options": [
238
+ { "marker": "Errors and omissions or professional liability", "trigger": { "field": "additional_insured_eo" } }
239
+ ]
240
+ },
241
+ {
242
+ "id": "additional_insured_cyber",
243
+ "type": "checkbox",
244
+ "standalone": true,
245
+ "options": [
246
+ { "marker": "Cyber liability", "trigger": { "field": "additional_insured_cyber" } }
247
+ ]
248
+ }
249
+ ]
250
+ }