@open-agreements/open-agreements 0.2.0

package/content/templates/bonterms-professional-services-agreement/metadata.yaml

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+name: Bonterms Professional Services Agreement
+description: >-
+  Cover page for the Bonterms Professional Services Agreement (Version 1.2). The standard terms are incorporated by
+  reference from bonterms.com.
+source_url: https://github.com/Bonterms/Professional-Services-Agreement
+version: '1.2'
+license: CC0-1.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Bonterms Professional Services Agreement Cover Page, available at
+  https://bonterms.com/forms/professional-services-agreement-v1.2/. Made available under CC0 1.0.
+fields:
+  - name: customer_name
+    type: string
+    description: Full legal name of the customer
+    section: Parties
+  - name: provider_name
+    type: string
+    description: Full legal name of the provider
+    section: Parties
+  - name: effective_date
+    type: date
+    description: Date the agreement takes effect
+    section: Terms
+  - name: governing_law
+    type: string
+    description: State or jurisdiction whose laws govern the agreement
+    default: California
+    section: Legal
+  - name: courts
+    type: string
+    description: Courts with jurisdiction over disputes
+    default: courts located in San Francisco, California
+    section: Legal
+  - name: deliverables_type
+    type: string
+    description: 'Type of rights in deliverables: "licensed" or "assigned"'
+    default: licensed
+    section: Terms
+required_fields:
+  - customer_name
+  - provider_name
+  - effective_date
+  - governing_law
+  - courts

package/content/templates/bonterms-professional-services-agreement/selections.json

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+{
+  "groups": [
+    {
+      "id": "rights_in_deliverables",
+      "type": "radio",
+      "options": [
+        { "marker": "Licensed Deliverables", "trigger": { "field": "deliverables_type", "equals": "licensed" } },
+        { "marker": "Assigned Deliverables", "trigger": { "field": "deliverables_type", "equals": "assigned" } }
+      ]
+    }
+  ]
+}

package/content/templates/bonterms-professional-services-agreement/source.json

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+{
+  "source_file": "psa-cover-page.docx",
+  "clean": {
+    "removeParagraphPatterns": ["^\\[Example:", "^\\[See Section"],
+    "clearParts": ["header2.xml", "footer1.xml", "footer2.xml"]
+  },
+  "replacementColor": "000000",
+  "replacements": {
+    "[Customer]": "{customer_name}",
+    "[Provider]": "{provider_name}",
+    "[Effective Date]": "{effective_date}",
+    "Effective Date > [Fill in]": "{effective_date}",
+    "Governing Law > [Fill in]": "{governing_law}",
+    "Courts > [Fill in]": "{courts}",
+    "Company:#1": "Company: {customer_name}",
+    "Company:#2": "Company: {provider_name}"
+  }
+}

package/content/templates/closing-checklist/metadata.yaml

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+name: Closing Checklist
+description: >-
+  A stage-first, document-first closing checklist that tracks canonical
+  documents, checklist entries, signatories, action items, and issues.
+  Accepts structured JSON input and renders a formatted DOCX for distribution.
+source_url: https://github.com/open-agreements/open-agreements
+version: '2.0'
+license: CC0-1.0
+allow_derivatives: true
+attribution_text: >-
+  OpenAgreements Closing Checklist. Licensed under CC0 1.0.
+fields:
+  - name: deal_name
+    type: string
+    description: Name of the deal or transaction
+  - name: updated_at
+    type: string
+    description: ISO date when the checklist was last updated
+  - name: documents
+    type: array
+    description: Canonical documents (document_id, title, optional primary_link, labels)
+  - name: checklist_entries
+    type: array
+    description: Stage-scoped checklist rows (entry_id, stage, sort_key, title, status, optional document_id)
+  - name: action_items
+    type: array
+    description: Action items with optional related_document_ids
+  - name: issues
+    type: array
+    description: Issues with OPEN/CLOSED status and optional related_document_ids
+  - name: working_group
+    type: array
+    description: Compatibility field for legacy template sections (always empty in v2 checklist flow)
+  - name: open_issues
+    type: array
+    description: Compatibility field for legacy template sections (derived from unlinked issues in v2 checklist flow)
+required_fields:
+  - deal_name
+  - updated_at

package/content/templates/common-paper-ai-addendum/README.md

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+# Common Paper AI Addendum
+
+An AI addendum based on [Common Paper's](https://commonpaper.com) standard terms. Adds AI-specific provisions to an existing agreement, covering model training, input/output rights, and AI usage policies.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/ai-addendum/1.0
+- **Version**: 1.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_name` | string | yes | Official company name |
+| `agreement_description` | string | yes | Description of the underlying agreement |
+| `ai_policy_reference` | string | no | Reference to AI usage policy |
+| `additional_terms` | string | no | Additional AI-specific terms |
+
+## Attribution
+
+Based on the Common Paper AI Addendum, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/content/templates/common-paper-ai-addendum/metadata.yaml

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+name: Common Paper AI Addendum
+description: >-
+  An AI addendum cover page and standard terms, based on Common Paper's standard form. Adds AI-specific provisions to an
+  existing agreement, covering model training, input/output rights, and AI usage policies.
+source_url: https://commonpaper.com/standards/ai-addendum/1.0
+version: '1.0'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper AI Addendum, available at https://commonpaper.com. Licensed under CC BY 4.0. Copyright
+  Common Paper, Inc.
+fields:
+  - name: company_name
+    type: string
+    description: Official company name
+    section: Parties
+  - name: agreement_description
+    type: string
+    description: Description of the underlying agreement
+    section: Terms
+  - name: ai_policy_reference
+    type: string
+    description: Reference to AI usage policy
+    section: Service
+  - name: additional_terms
+    type: string
+    description: Additional AI-specific terms
+    section: Legal
+required_fields:
+  - company_name
+  - agreement_description

package/content/templates/common-paper-ai-addendum-in-app/README.md

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+# Common Paper AI Addendum In-App
+
+An in-app AI addendum based on [Common Paper's](https://commonpaper.com) standard terms. A streamlined version of the AI addendum designed to be accepted electronically within an application.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/ai-addendum/1.0
+- **Version**: 1.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `ai_policy_reference` | string | no | Reference to AI usage policy |
+| `additional_terms` | string | no | Additional AI-specific terms |
+
+## Attribution
+
+Based on the Common Paper AI Addendum In-App, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml

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+name: Common Paper AI Addendum In-App
+description: >-
+  An in-app AI addendum based on Common Paper's standard form. A streamlined version of the AI addendum designed to be
+  accepted electronically within an application.
+source_url: https://commonpaper.com/standards/ai-addendum/1.0
+version: '1.0'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper AI Addendum In-App, available at https://commonpaper.com. Licensed under CC BY 4.0.
+  Copyright Common Paper, Inc.
+fields:
+  - name: ai_policy_reference
+    type: string
+    description: Reference to AI usage policy
+    section: Service
+  - name: additional_terms
+    type: string
+    description: Additional AI-specific terms
+    section: Legal
+required_fields: []

package/content/templates/common-paper-amendment/README.md

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+# Common Paper Amendment
+
+An amendment template for modifying existing agreements, based on [Common Paper's](https://commonpaper.com) standard form.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/amendment
+- **Version**: 1.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_name` | string | yes | Company name (shown in header) |
+| `party_1` | string | yes | Full name of the first party |
+| `party_2` | string | yes | Full name of the second party |
+| `agreement_name` | string | yes | Name of the agreement being amended |
+| `agreement_date` | string | yes | Date of the original agreement |
+| `amendment_effective_date` | date | yes | Effective date of this amendment |
+| `amendment_topic` | string | yes | Topic or variable being changed |
+| `amendment_details` | string | yes | Details about what is being changed |
+
+## Attribution
+
+Based on the Common Paper Amendment, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/content/templates/common-paper-amendment/metadata.yaml

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+name: Common Paper Amendment
+description: >-
+  An amendment template for modifying existing agreements, based on Common Paper's standard form. References the
+  original agreement and details the specific changes being made.
+source_url: https://commonpaper.com/standards/amendment
+version: '1.0'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper Amendment, available at https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common
+  Paper, Inc.
+fields:
+  - name: company_name
+    type: string
+    description: Company name (shown in header)
+    section: Parties
+  - name: party_1
+    type: string
+    description: Full name of the first party to the original agreement
+    section: Parties
+  - name: party_2
+    type: string
+    description: Full name of the second party to the original agreement
+    section: Parties
+  - name: agreement_name
+    type: string
+    description: Name of the agreement being amended
+    section: Terms
+  - name: agreement_date
+    type: string
+    description: Date of the original agreement
+    section: Terms
+  - name: amendment_effective_date
+    type: date
+    description: Effective date of this amendment
+    section: Terms
+  - name: amendment_topic
+    type: string
+    description: Topic or variable being changed
+    section: Terms
+  - name: amendment_details
+    type: string
+    description: Details about what is being changed
+    section: Terms
+required_fields:
+  - company_name
+  - party_1
+  - party_2
+  - agreement_name
+  - agreement_date
+  - amendment_effective_date
+  - amendment_topic
+  - amendment_details

package/content/templates/common-paper-business-associate-agreement/README.md

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+# Common Paper Business Associate Agreement
+
+A HIPAA business associate agreement based on [Common Paper's](https://commonpaper.com) standard terms. Covers the use and protection of protected health information (PHI) between a covered entity and a business associate.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/business-associate-agreement/1.0
+- **Version**: 1.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_name` | string | yes | Official company name |
+| `party_role` | string | yes | Role in the agreement (Business Associate or Covered Entity) |
+| `principal_agreement` | string | yes | Reference to the principal agreement |
+| `subcontractor_role` | string | no | Role of subcontractors |
+| `free_text` | string | no | Free text entry |
+| `aggregation_restrictions` | string | no | Specific aggregation restrictions |
+| `offshoring_restrictions` | string | no | Specific offshoring rights or restrictions |
+| `breach_notification_unit` | string | no | Unit for breach notification period |
+| `fill_in_value` | string | no | General fill-in value |
+| `custom_effective_date` | string | no | Custom effective date |
+
+## Attribution
+
+Based on the Common Paper Business Associate Agreement, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/content/templates/common-paper-business-associate-agreement/metadata.yaml

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+name: Common Paper Business Associate Agreement
+description: >-
+  A HIPAA business associate agreement cover page and standard terms, based on Common Paper's standard form. Covers the
+  use and protection of protected health information (PHI) between a covered entity and a business associate.
+source_url: https://commonpaper.com/standards/business-associate-agreement/1.0
+version: '1.0'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper Business Associate Agreement, available at https://commonpaper.com. Licensed under CC BY
+  4.0. Copyright Common Paper, Inc.
+fields:
+  - name: company_name
+    type: string
+    description: Official company name
+    section: Parties
+  - name: party_role
+    type: string
+    description: Role in the agreement (Business Associate or Covered Entity)
+    section: Parties
+  - name: principal_agreement
+    type: string
+    description: Reference to the principal agreement
+    section: Terms
+  - name: subcontractor_role
+    type: string
+    description: Role of subcontractors
+    section: Terms
+  - name: free_text
+    type: string
+    description: Free text entry
+    section: Terms
+  - name: aggregation_restrictions
+    type: string
+    description: Specific aggregation restrictions
+    section: Terms
+  - name: offshoring_restrictions
+    type: string
+    description: Specific offshoring rights or restrictions
+    section: Terms
+  - name: breach_notification_unit
+    type: string
+    description: Unit for breach notification period
+    section: Terms
+  - name: fill_in_value
+    type: string
+    description: General fill-in value
+    section: Terms
+  - name: custom_effective_date
+    type: string
+    description: Custom effective date
+    section: Terms
+required_fields:
+  - company_name
+  - party_role
+  - principal_agreement

package/content/templates/common-paper-business-associate-agreement/replacements.json

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+{
+  "[ # ]": "{fill_in_value}"
+}

package/content/templates/common-paper-cloud-service-agreement/README.md

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+# Common Paper Cloud Service Agreement
+
+A cloud service agreement based on [Common Paper's](https://commonpaper.com) standard terms, covering SaaS subscriptions.
+
+## Source
+
+- **URL**: https://github.com/CommonPaper/CSA
+- **Version**: 2.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_name` | string | yes | Full legal name of the cloud service provider |
+| `provider_email` | string | yes | Notice email address for the provider |
+| `customer_name` | string | yes | Full legal name of the customer |
+| `customer_email` | string | yes | Notice email address for the customer |
+| `effective_date` | date | yes | Date the agreement takes effect |
+| `service_description` | string | yes | Description of the cloud service being provided |
+| `subscription_term` | string | yes | Initial duration of the subscription |
+| `renewal_term` | string | yes | Duration of each renewal period |
+| `fees` | string | yes | Subscription fees and payment terms |
+| `payment_period` | string | yes | Payment frequency |
+| `governing_law` | string | yes | State whose laws govern the agreement |
+| `jurisdiction` | string | yes | Courts with jurisdiction over disputes |
+| `provider_liability_cap` | string | no | Maximum liability cap for the provider |
+
+## Attribution
+
+Based on the Common Paper Cloud Service Agreement, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.