@open-agreements/open-agreements 0.2.0 → 0.3.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +40 -2
- package/content/templates/closing-checklist/metadata.yaml +6 -13
- package/content/templates/closing-checklist/template.docx +0 -0
- package/content/templates/common-paper-ai-addendum/README.md +18 -0
- package/content/templates/common-paper-ai-addendum/metadata.yaml +136 -0
- package/content/templates/common-paper-ai-addendum/replacements.json +5 -0
- package/content/templates/common-paper-ai-addendum/selections.json +62 -0
- package/content/templates/common-paper-ai-addendum/template.docx +0 -0
- package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml +88 -0
- package/content/templates/common-paper-ai-addendum-in-app/replacements.json +5 -0
- package/content/templates/common-paper-ai-addendum-in-app/selections.json +62 -0
- package/content/templates/common-paper-amendment/README.md +18 -0
- package/content/templates/common-paper-amendment/metadata.yaml +48 -0
- package/content/templates/common-paper-amendment/template.docx +0 -0
- package/content/templates/common-paper-business-associate-agreement/README.md +20 -1
- package/content/templates/common-paper-business-associate-agreement/metadata.yaml +111 -3
- package/content/templates/common-paper-business-associate-agreement/replacements.json +2 -1
- package/content/templates/common-paper-business-associate-agreement/selections.json +38 -0
- package/content/templates/common-paper-business-associate-agreement/template.docx +0 -0
- package/content/templates/common-paper-cloud-service-agreement/README.md +18 -0
- package/content/templates/common-paper-cloud-service-agreement/metadata.yaml +48 -0
- package/content/templates/common-paper-cloud-service-agreement/template.docx +0 -0
- package/content/templates/common-paper-csa-with-ai/README.md +18 -0
- package/content/templates/common-paper-csa-with-ai/metadata.yaml +462 -2
- package/content/templates/common-paper-csa-with-ai/replacements.json +5 -2
- package/content/templates/common-paper-csa-with-ai/selections.json +291 -0
- package/content/templates/common-paper-csa-with-ai/template.docx +0 -0
- package/content/templates/common-paper-csa-with-sla/README.md +18 -0
- package/content/templates/common-paper-csa-with-sla/metadata.yaml +387 -2
- package/content/templates/common-paper-csa-with-sla/replacements.json +4 -2
- package/content/templates/common-paper-csa-with-sla/selections.json +257 -0
- package/content/templates/common-paper-csa-with-sla/template.docx +0 -0
- package/content/templates/common-paper-csa-without-sla/README.md +18 -0
- package/content/templates/common-paper-csa-without-sla/metadata.yaml +380 -2
- package/content/templates/common-paper-csa-without-sla/replacements.json +5 -2
- package/content/templates/common-paper-csa-without-sla/selections.json +250 -0
- package/content/templates/common-paper-csa-without-sla/template.docx +0 -0
- package/content/templates/common-paper-data-processing-agreement/README.md +16 -0
- package/content/templates/common-paper-data-processing-agreement/metadata.yaml +397 -3
- package/content/templates/common-paper-data-processing-agreement/replacements.json +2 -1
- package/content/templates/common-paper-data-processing-agreement/selections.json +211 -0
- package/content/templates/common-paper-data-processing-agreement/template.docx +0 -0
- package/content/templates/common-paper-design-partner-agreement/README.md +18 -0
- package/content/templates/common-paper-design-partner-agreement/metadata.yaml +99 -3
- package/content/templates/common-paper-design-partner-agreement/selections.json +27 -0
- package/content/templates/common-paper-design-partner-agreement/template.docx +0 -0
- package/content/templates/common-paper-independent-contractor-agreement/README.md +18 -0
- package/content/templates/common-paper-independent-contractor-agreement/clean.json +8 -0
- package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml +52 -0
- package/content/templates/common-paper-independent-contractor-agreement/replacements.json +3 -0
- package/content/templates/common-paper-independent-contractor-agreement/template.docx +0 -0
- package/content/templates/common-paper-letter-of-intent/README.md +18 -0
- package/content/templates/common-paper-letter-of-intent/metadata.yaml +48 -0
- package/content/templates/common-paper-letter-of-intent/template.docx +0 -0
- package/content/templates/common-paper-mutual-nda/README.md +29 -7
- package/content/templates/common-paper-mutual-nda/metadata.yaml +48 -0
- package/content/templates/common-paper-mutual-nda/template.docx +0 -0
- package/content/templates/common-paper-one-way-nda/README.md +13 -0
- package/content/templates/common-paper-one-way-nda/metadata.yaml +24 -0
- package/content/templates/common-paper-one-way-nda/selections.json +38 -0
- package/content/templates/common-paper-one-way-nda/template.docx +0 -0
- package/content/templates/common-paper-order-form/README.md +18 -0
- package/content/templates/common-paper-order-form/metadata.yaml +115 -3
- package/content/templates/common-paper-order-form/replacements.json +5 -2
- package/content/templates/common-paper-order-form/selections.json +56 -0
- package/content/templates/common-paper-order-form/template.docx +0 -0
- package/content/templates/common-paper-order-form-with-sla/README.md +18 -0
- package/content/templates/common-paper-order-form-with-sla/metadata.yaml +149 -3
- package/content/templates/common-paper-order-form-with-sla/replacements.json +6 -2
- package/content/templates/common-paper-order-form-with-sla/selections.json +64 -0
- package/content/templates/common-paper-order-form-with-sla/template.docx +0 -0
- package/content/templates/common-paper-partnership-agreement/README.md +18 -0
- package/content/templates/common-paper-partnership-agreement/metadata.yaml +293 -4
- package/content/templates/common-paper-partnership-agreement/replacements.json +5 -2
- package/content/templates/common-paper-partnership-agreement/selections.json +138 -0
- package/content/templates/common-paper-partnership-agreement/template.docx +0 -0
- package/content/templates/common-paper-pilot-agreement/README.md +18 -0
- package/content/templates/common-paper-pilot-agreement/metadata.yaml +48 -0
- package/content/templates/common-paper-pilot-agreement/template.docx +0 -0
- package/content/templates/common-paper-professional-services-agreement/README.md +18 -0
- package/content/templates/common-paper-professional-services-agreement/metadata.yaml +338 -4
- package/content/templates/common-paper-professional-services-agreement/replacements.json +7 -4
- package/content/templates/common-paper-professional-services-agreement/selections.json +207 -0
- package/content/templates/common-paper-professional-services-agreement/template.docx +0 -0
- package/content/templates/common-paper-statement-of-work/README.md +18 -0
- package/content/templates/common-paper-statement-of-work/metadata.yaml +110 -2
- package/content/templates/common-paper-statement-of-work/replacements.json +4 -1
- package/content/templates/common-paper-statement-of-work/selections.json +55 -0
- package/content/templates/common-paper-statement-of-work/template.docx +0 -0
- package/content/templates/common-paper-term-sheet/README.md +18 -0
- package/content/templates/common-paper-term-sheet/metadata.yaml +48 -0
- package/content/templates/common-paper-term-sheet/template.docx +0 -0
- package/content/templates/working-group-list/template.docx +0 -0
- package/dist/cli/index.d.ts.map +1 -1
- package/dist/cli/index.js +47 -10
- package/dist/cli/index.js.map +1 -1
- package/dist/commands/checklist.d.ts +21 -1
- package/dist/commands/checklist.d.ts.map +1 -1
- package/dist/commands/checklist.js +176 -44
- package/dist/commands/checklist.js.map +1 -1
- package/dist/commands/list.d.ts.map +1 -1
- package/dist/commands/list.js +1 -46
- package/dist/commands/list.js.map +1 -1
- package/dist/commands/recipe.js +3 -11
- package/dist/commands/recipe.js.map +1 -1
- package/dist/core/checklist/format-checklist-docx.d.ts +10 -0
- package/dist/core/checklist/format-checklist-docx.d.ts.map +1 -0
- package/dist/core/checklist/format-checklist-docx.js +321 -0
- package/dist/core/checklist/format-checklist-docx.js.map +1 -0
- package/dist/core/checklist/index.d.ts +23 -14
- package/dist/core/checklist/index.d.ts.map +1 -1
- package/dist/core/checklist/index.js +83 -39
- package/dist/core/checklist/index.js.map +1 -1
- package/dist/core/checklist/jsonl-stores.d.ts +3 -0
- package/dist/core/checklist/jsonl-stores.d.ts.map +1 -0
- package/dist/core/checklist/jsonl-stores.js +16 -0
- package/dist/core/checklist/jsonl-stores.js.map +1 -0
- package/dist/core/checklist/schemas.d.ts +2 -2
- package/dist/core/checklist/schemas.js +1 -1
- package/dist/core/checklist/schemas.js.map +1 -1
- package/dist/core/checklist/state-manager.d.ts +146 -0
- package/dist/core/checklist/state-manager.d.ts.map +1 -0
- package/dist/core/checklist/state-manager.js +147 -0
- package/dist/core/checklist/state-manager.js.map +1 -0
- package/dist/core/checklist/status-labels.d.ts +6 -0
- package/dist/core/checklist/status-labels.d.ts.map +1 -0
- package/dist/core/checklist/status-labels.js +29 -0
- package/dist/core/checklist/status-labels.js.map +1 -0
- package/dist/core/engine.d.ts +1 -0
- package/dist/core/engine.d.ts.map +1 -1
- package/dist/core/engine.js +72 -11
- package/dist/core/engine.js.map +1 -1
- package/dist/core/selector.d.ts +2 -0
- package/dist/core/selector.d.ts.map +1 -1
- package/dist/core/selector.js +181 -39
- package/dist/core/selector.js.map +1 -1
- package/dist/core/template-listing.d.ts +40 -0
- package/dist/core/template-listing.d.ts.map +1 -0
- package/dist/core/template-listing.js +91 -0
- package/dist/core/template-listing.js.map +1 -0
- package/dist/core/validation/recipe.d.ts.map +1 -1
- package/dist/core/validation/recipe.js +47 -61
- package/dist/core/validation/recipe.js.map +1 -1
- package/dist/core/validation/template.d.ts.map +1 -1
- package/dist/core/validation/template.js +10 -2
- package/dist/core/validation/template.js.map +1 -1
- package/dist/index.d.ts +2 -0
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +4 -0
- package/dist/index.js.map +1 -1
- package/package.json +8 -2
- package/skills/cloud-service-agreement/SKILL.md +9 -0
- package/skills/data-privacy-agreement/SKILL.md +9 -0
- package/skills/edit-docx-agreement/CONNECTORS.md +20 -0
- package/skills/edit-docx-agreement/SKILL.md +77 -0
- package/skills/employment-contract/SKILL.md +9 -0
- package/skills/iso-27001-evidence-collection/CONNECTORS.md +39 -0
- package/skills/iso-27001-evidence-collection/SKILL.md +304 -0
- package/skills/iso-27001-evidence-collection/rules/api-exports.md +191 -0
- package/skills/iso-27001-evidence-collection/rules/evidence-types.md +107 -0
- package/skills/iso-27001-evidence-collection/rules/screenshot-guide.md +77 -0
- package/skills/iso-27001-internal-audit/CONNECTORS.md +39 -0
- package/skills/iso-27001-internal-audit/SKILL.md +275 -0
- package/skills/iso-27001-internal-audit/rules/access-control.md +191 -0
- package/skills/iso-27001-internal-audit/rules/business-continuity.md +94 -0
- package/skills/iso-27001-internal-audit/rules/change-management.md +211 -0
- package/skills/iso-27001-internal-audit/rules/encryption.md +93 -0
- package/skills/iso-27001-internal-audit/rules/incident-response.md +127 -0
- package/skills/iso-27001-internal-audit/rules/isms-management.md +164 -0
- package/skills/iso-27001-internal-audit/rules/logging-monitoring.md +96 -0
- package/skills/iso-27001-internal-audit/rules/people-controls.md +161 -0
- package/skills/iso-27001-internal-audit/rules/supplier-management.md +92 -0
- package/skills/nda/SKILL.md +9 -0
- package/skills/open-agreements/SKILL.md +9 -0
- package/skills/safe/SKILL.md +9 -0
- package/skills/services-agreement/SKILL.md +9 -0
- package/skills/soc2-readiness/CONNECTORS.md +39 -0
- package/skills/soc2-readiness/SKILL.md +301 -0
- package/skills/soc2-readiness/rules/change-vendor-management.md +104 -0
- package/skills/soc2-readiness/rules/communication-info.md +85 -0
- package/skills/soc2-readiness/rules/control-activities.md +95 -0
- package/skills/soc2-readiness/rules/control-environment.md +126 -0
- package/skills/soc2-readiness/rules/logical-access.md +264 -0
- package/skills/soc2-readiness/rules/monitoring-activities.md +66 -0
- package/skills/soc2-readiness/rules/optional-categories.md +264 -0
- package/skills/soc2-readiness/rules/privacy-criteria.md +359 -0
- package/skills/soc2-readiness/rules/risk-assessment.md +100 -0
- package/skills/soc2-readiness/rules/system-operations.md +170 -0
- package/skills/venture-financing/SKILL.md +9 -0
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@@ -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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### Signature Block
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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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> **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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## Attribution
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Based on the Common Paper CSA Without SLA, available at https://commonpaper.com.
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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:
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- name: custom_fee_structure
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type: string
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description:
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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
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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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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
|
|
222
|
+
to an external SOW or PSA.
|
|
223
|
+
section: Service
|
|
224
|
+
- name: professional_services_described
|
|
225
|
+
type: boolean
|
|
226
|
+
description: >-
|
|
227
|
+
Set to true when professional services are described inline
|
|
228
|
+
in the Order Form.
|
|
229
|
+
section: Service
|
|
230
|
+
- name: professional_services_payment
|
|
231
|
+
type: boolean
|
|
232
|
+
description: >-
|
|
233
|
+
Set to true when a separate payment process applies to
|
|
234
|
+
professional services.
|
|
235
|
+
section: Payment
|
|
236
|
+
- name: has_provider_covered_claims
|
|
237
|
+
type: boolean
|
|
238
|
+
description: >-
|
|
239
|
+
Set to true when Provider Covered Claims (IP indemnification)
|
|
240
|
+
are included.
|
|
241
|
+
section: Liability
|
|
242
|
+
- name: has_customer_covered_claims
|
|
243
|
+
type: boolean
|
|
244
|
+
description: >-
|
|
245
|
+
Set to true when Customer Covered Claims (IP and restrictions
|
|
246
|
+
indemnification) are included.
|
|
247
|
+
section: Liability
|
|
248
|
+
- name: general_cap_type
|
|
249
|
+
type: enum
|
|
250
|
+
description: >-
|
|
251
|
+
How the General Cap Amount (baseline liability limit) is calculated.
|
|
252
|
+
"multiplier" uses a multiple of fees, "dollar" uses a fixed amount,
|
|
253
|
+
"greater_of" uses the greater of a dollar amount or a multiple of fees.
|
|
254
|
+
options:
|
|
255
|
+
- multiplier
|
|
256
|
+
- dollar
|
|
257
|
+
- greater_of
|
|
258
|
+
section: Liability
|
|
259
|
+
- name: increased_cap_type
|
|
260
|
+
type: enum
|
|
261
|
+
description: >-
|
|
262
|
+
How the Increased Cap Amount (higher liability limit for Increased
|
|
263
|
+
Claims) is calculated. Same options as general_cap_type.
|
|
264
|
+
options:
|
|
265
|
+
- multiplier
|
|
266
|
+
- dollar
|
|
267
|
+
- greater_of
|
|
268
|
+
section: Liability
|
|
269
|
+
- name: increased_claim_breach_privacy
|
|
270
|
+
type: boolean
|
|
271
|
+
description: >-
|
|
272
|
+
Set to true when breach of Section 3 (Privacy & Security) should be
|
|
273
|
+
classified as an Increased Claim with a higher liability cap.
|
|
274
|
+
section: Liability
|
|
275
|
+
- name: increased_claim_breach_conf
|
|
276
|
+
type: boolean
|
|
277
|
+
description: >-
|
|
278
|
+
Set to true when breach of Section 10 (Confidentiality) should be
|
|
279
|
+
classified as an Increased Claim (excluding data or security breaches).
|
|
280
|
+
section: Liability
|
|
281
|
+
- name: increased_claim_indemnification
|
|
282
|
+
type: boolean
|
|
283
|
+
description: >-
|
|
284
|
+
Set to true when indemnification obligations for Covered Claims should
|
|
285
|
+
be classified as an Increased Claim.
|
|
286
|
+
section: Liability
|
|
287
|
+
- name: increased_claim_breach_privacy_gross
|
|
288
|
+
type: boolean
|
|
289
|
+
description: >-
|
|
290
|
+
Set to true when breach of Privacy & Security resulting from gross
|
|
291
|
+
negligence is an Increased Claim.
|
|
292
|
+
section: Liability
|
|
293
|
+
- name: increased_claim_breach_conf_gross
|
|
294
|
+
type: boolean
|
|
295
|
+
description: >-
|
|
296
|
+
Set to true when breach of Confidentiality resulting from gross
|
|
297
|
+
negligence is an Increased Claim.
|
|
298
|
+
section: Liability
|
|
299
|
+
- name: increased_claim_other
|
|
300
|
+
type: boolean
|
|
301
|
+
description: >-
|
|
302
|
+
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.]": "{
|
|
6
|
-
"[describe how services fees will be billed, for example \"Invoices for these services will be sent monthly.\"]": "{
|
|
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
|
+
}
|
|
Binary file
|