@open-agreements/open-agreements 0.2.0

package/content/templates/common-paper-cloud-service-agreement/metadata.yaml

@@ -0,0 +1,354 @@
+name: Common Paper Cloud Service Agreement
+description: >-
+  A cloud service agreement with order form and framework terms, based on Common Paper's standard terms. Covers SaaS
+  subscriptions, payment, SLAs, liability, and data processing. Includes full Standard Terms v2.1.
+source_url: https://commonpaper.com/standards/cloud-service-agreement/2.1
+version: '2.1'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper Cloud Service Agreement, available at https://commonpaper.com. Licensed under CC BY 4.0.
+  Copyright Common Paper, Inc.
+fields:
+  - name: provider_name
+    type: string
+    description: Name of the cloud service provider
+    section: Parties
+  - name: customer_name
+    type: string
+    description: Name of the customer
+    section: Parties
+  - name: provider_legal_name
+    type: string
+    description: Official legal entity name of provider (for signature block)
+    section: Parties
+  - name: customer_legal_name
+    type: string
+    description: Official legal entity name of customer (for signature block)
+    section: Parties
+  - name: effective_date
+    type: string
+    description: Effective Date of Key Terms referenced in Order Form
+    section: Terms
+  - name: cloud_service
+    type: string
+    description: Description of the cloud service / product
+    section: Service
+  - name: order_date_is_last_signature
+    type: boolean
+    description: If true, order date is date of last signature; if false, use custom_order_date
+    default: 'true'
+    section: Terms
+  - name: custom_order_date
+    type: string
+    description: Custom start date (only used when order_date_is_last_signature is false)
+    section: Terms
+  - name: has_pilot
+    type: boolean
+    description: Whether a pilot/trial period is included
+    default: 'false'
+    section: Service
+  - name: pilot_period
+    type: string
+    description: Length of pilot/trial period (e.g. "3 months")
+    section: Service
+  - name: pilot_is_free
+    type: boolean
+    description: If true, pilot is a free trial; if false, pilot has a fee
+    default: 'true'
+    section: Service
+  - name: pilot_fee
+    type: string
+    description: Fee for pilot period (e.g. "$500"). Only used when pilot_is_free is false
+    section: Payment
+  - name: pilot_modifications
+    type: string
+    description: Modifications to the Agreement that apply only during the Pilot Period
+    section: Service
+  - name: subscription_period
+    type: string
+    description: Length of access to the service (e.g. "12 months", "1 year")
+    default: 12 months
+    section: Service
+  - name: fee_is_per_unit
+    type: boolean
+    description: Whether fees are per-unit pricing (amount per fee_unit)
+    default: 'true'
+    section: Payment
+  - name: fees
+    type: string
+    description: Subscription fee amount (e.g. "$10,000"). Used in computed fees_display.
+    section: Payment
+  - name: fee_unit
+    type: string
+    description: Fee billing unit (e.g. "year", "month", "User"). Used in computed fees_display.
+    default: year
+    section: Payment
+  - name: fee_is_other
+    type: boolean
+    description: Whether an alternative fee structure is used
+    default: 'false'
+    section: Payment
+  - name: other_fee_structure
+    type: string
+    description: Description of alternative fee structure
+    section: Payment
+  - name: fee_may_increase
+    type: boolean
+    description: Whether fees may increase up to a cap percentage per renewal
+    default: 'false'
+    section: Payment
+  - name: fee_increase_cap_pct
+    type: string
+    description: Maximum percentage fees may increase per renewal (e.g. "5")
+    section: Payment
+  - name: fee_will_increase
+    type: boolean
+    description: Whether fees will increase by a fixed percentage per renewal
+    default: 'false'
+    section: Payment
+  - name: fee_increase_fixed_pct
+    type: string
+    description: Fixed percentage fees will increase per renewal (e.g. "3")
+    section: Payment
+  - name: fee_inclusive_of_taxes
+    type: boolean
+    description: Whether fees are inclusive of taxes (modifies Standard Terms Section 4.1)
+    default: 'false'
+    section: Payment
+  - name: payment_by_invoice
+    type: boolean
+    description: If true, payment by invoice; if false, automatic payment
+    default: 'true'
+    section: Payment
+  - name: payment_frequency
+    type: string
+    description: Billing frequency (e.g. "monthly", "quarterly", "annually")
+    default: annually
+    section: Payment
+  - name: payment_terms_days
+    type: string
+    description: Days to pay after invoice (e.g. "30", "45"). Only for invoice payment
+    default: '30'
+    section: Payment
+  - name: payment_due_from
+    type: string
+    description: When payment terms start (e.g. "Customer's receipt of invoice")
+    default: the invoice date
+    section: Payment
+  - name: auto_renew
+    type: boolean
+    description: If true, order auto-renews with non-renewal notice; if false, expires at end
+    default: 'true'
+    section: Terms
+  - name: non_renewal_notice_days
+    type: string
+    description: Days of notice required before non-renewal (e.g. "30", "60"). Used in computed auto_renewal_display.
+    default: '30'
+    section: Terms
+  - name: has_use_limitations
+    type: boolean
+    description: Whether use limitations are specified
+    default: 'false'
+    section: Service
+  - name: use_limitations
+    type: string
+    description: Geographic restrictions, system requirements, or other use limitations
+    section: Service
+  - name: has_technical_support
+    type: boolean
+    description: Whether technical support details are included
+    default: 'false'
+    section: Service
+  - name: technical_support
+    type: string
+    description: Description of included support and how to access it
+    section: Service
+  - name: has_sla
+    type: boolean
+    description: Whether an SLA is included
+    default: 'false'
+    section: Service
+  - name: sla_description
+    type: string
+    description: Service Level Agreement details
+    section: Service
+  - name: has_professional_services
+    type: boolean
+    description: Whether professional services are included
+    default: 'false'
+    section: Service
+  - name: professional_services_description
+    type: string
+    description: Professional services description or SOW reference
+    section: Service
+  - name: effective_date_is_last_signature
+    type: boolean
+    description: If true, effective date is date of last signature; if false, use custom date
+    default: 'true'
+    section: Legal
+  - name: custom_effective_date
+    type: string
+    description: Custom effective date (only used when effective_date_is_last_signature is false)
+    section: Legal
+  - name: governing_law
+    type: string
+    description: State, province, or country whose laws govern the agreement
+    default: Delaware
+    section: Legal
+  - name: jurisdiction
+    type: string
+    description: Courts with jurisdiction over disputes
+    default: courts located in New Castle County, Delaware
+    section: Legal
+  - name: has_covered_claims
+    type: boolean
+    description: Whether indemnity covered claims are included
+    default: 'true'
+    section: Liability
+  - name: has_provider_covered_claims
+    type: boolean
+    description: Whether provider covered claims (IP indemnity) are included
+    default: 'true'
+    section: Liability
+  - name: has_customer_covered_claims
+    type: boolean
+    description: Whether customer covered claims (IP + restrictions indemnity) are included
+    default: 'true'
+    section: Liability
+  - name: general_cap_is_multiplier
+    type: boolean
+    description: General cap is Nx fees paid in prior 12 months
+    default: 'true'
+    section: Liability
+  - name: general_cap_multiplier
+    type: string
+    description: Multiplier for fee-based general cap (e.g. "2")
+    default: '2'
+    section: Liability
+  - name: general_cap_is_dollar
+    type: boolean
+    description: General cap is a fixed dollar amount
+    default: 'false'
+    section: Liability
+  - name: general_cap_dollar
+    type: string
+    description: Fixed dollar amount for general cap (e.g. "100,000")
+    section: Liability
+  - name: general_cap_is_greater_of
+    type: boolean
+    description: General cap is the greater of a dollar amount or Nx fees
+    default: 'false'
+    section: Liability
+  - name: general_cap_greater_dollar
+    type: string
+    description: Dollar amount for greater-of general cap (e.g. "100,000")
+    section: Liability
+  - name: general_cap_greater_multiplier
+    type: string
+    description: Multiplier for greater-of general cap (e.g. "2")
+    section: Liability
+  - name: has_increased_claims
+    type: boolean
+    description: Whether increased claims (supercap) provisions are included
+    default: 'false'
+    section: Liability
+  - name: increased_claims_description
+    type: string
+    description: Description of claims covered by the increased cap (supercap)
+    section: Liability
+  - name: increased_cap_description
+    type: string
+    description: Description of the increased cap amount
+    section: Liability
+  - name: has_unlimited_claims
+    type: boolean
+    description: Whether unlimited claims (no liability cap) are included
+    default: 'false'
+    section: Liability
+  - name: unlimited_claims_description
+    type: string
+    description: Description of claims excluded from liability cap
+    section: Liability
+  - name: has_additional_warranties
+    type: boolean
+    description: Whether additional warranties beyond standard terms are included
+    default: 'false'
+    section: Legal
+  - name: provider_warranty_description
+    type: string
+    description: Additional warranties from provider
+    section: Legal
+  - name: customer_warranty_description
+    type: string
+    description: Additional warranties from customer
+    section: Legal
+  - name: has_dpa
+    type: boolean
+    description: Whether a Data Processing Agreement is referenced
+    default: 'false'
+    section: Privacy
+  - name: dpa_reference
+    type: string
+    description: Reference to or description of the DPA
+    section: Privacy
+  - name: has_security_policy
+    type: boolean
+    description: Whether a security policy section is included
+    default: 'false'
+    section: Privacy
+  - name: security_policy_description
+    type: string
+    description: Security policy details or certification commitments
+    section: Privacy
+  - name: has_insurance
+    type: boolean
+    description: Whether insurance minimum requirements are included
+    default: 'false'
+    section: Legal
+  - name: insurance_description
+    type: string
+    description: Insurance coverage requirements and minimums
+    section: Legal
+  - name: order_date_display
+    type: string
+    description: '[Computed] Order date text, derived from order_date_is_last_signature and custom_order_date'
+    section: Terms
+  - name: pilot_fee_display
+    type: string
+    description: '[Computed] Pilot fee text, derived from pilot_is_free and pilot_fee'
+    section: Service
+  - name: fees_display
+    type: string
+    description: '[Computed] Fee structure text, derived from fee boolean fields and amounts'
+    section: Payment
+  - name: payment_display
+    type: string
+    description: '[Computed] Payment process text, derived from payment_by_invoice and related fields'
+    section: Payment
+  - name: auto_renewal_display
+    type: string
+    description: '[Computed] Auto-renewal text, derived from auto_renew and non_renewal_notice_days'
+    section: Terms
+  - name: effective_date_display
+    type: string
+    description: '[Computed] Effective date text, derived from effective_date_is_last_signature and custom_effective_date'
+    section: Legal
+  - name: covered_claims_display
+    type: string
+    description: '[Computed] Covered claims text, derived from provider/customer covered claims booleans'
+    section: Liability
+  - name: general_cap_display
+    type: string
+    description: '[Computed] General cap amount text, derived from cap type booleans and amounts'
+    section: Liability
+required_fields:
+  - provider_name
+  - customer_name
+  - provider_legal_name
+  - customer_legal_name
+  - effective_date
+  - cloud_service
+  - subscription_period
+  - governing_law
+  - jurisdiction

package/content/templates/common-paper-csa-click-through/README.md

@@ -0,0 +1,33 @@
+# Common Paper CSA Click-Through
+
+A click-through cloud service agreement based on [Common Paper's](https://commonpaper.com) standard terms. Designed for self-serve SaaS products where the customer accepts terms online rather than negotiating a paper agreement.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/cloud-service-agreement/2.1
+- **Version**: 2.1
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_name` | string | yes | Name of the cloud service provider |
+| `cloud_service` | string | yes | Description of the cloud service |
+| `custom_order_date` | string | no | Custom order date |
+| `effective_date` | string | no | Effective date of the agreement |
+| `subscription_period` | string | no | Length of access to the service |
+| `payment_frequency` | string | no | Payment frequency |
+| `payment_terms_days` | string | no | Days to pay after invoice |
+| `non_renewal_notice_date` | string | no | Non-renewal notice date requirement |
+| `order_date` | string | no | Order date description |
+| `governing_law` | string | yes | Governing law jurisdiction |
+| `jurisdiction` | string | yes | Courts with jurisdiction |
+| `provider_email` | string | no | Provider's email for notices |
+| `unlimited_claims` | string | no | Description of unlimited claims |
+| `pricing_page` | string | no | Reference to pricing page |
+
+## Attribution
+
+Based on the Common Paper CSA Click-Through, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/content/templates/common-paper-csa-click-through/metadata.yaml

@@ -0,0 +1,73 @@
+name: Common Paper CSA Click-Through
+description: >-
+  A click-through cloud service agreement based on Common Paper's standard terms. Designed for self-serve SaaS products
+  where the customer accepts terms online rather than negotiating a paper agreement.
+source_url: https://commonpaper.com/standards/cloud-service-agreement/2.1
+version: '2.1'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper CSA Click-Through, available at https://commonpaper.com. Licensed under CC BY 4.0. Copyright
+  Common Paper, Inc.
+fields:
+  - name: provider_name
+    type: string
+    description: Name of the cloud service provider
+    section: Parties
+  - name: cloud_service
+    type: string
+    description: Description of the cloud service
+    section: Service
+  - name: custom_order_date
+    type: string
+    description: Custom order date
+    section: Terms
+  - name: effective_date
+    type: string
+    description: Effective date of the agreement
+    section: Terms
+  - name: subscription_period
+    type: string
+    description: Length of access to the service
+    section: Terms
+  - name: payment_frequency
+    type: string
+    description: Payment frequency
+    section: Payment
+  - name: payment_terms_days
+    type: string
+    description: Days to pay after invoice
+    section: Payment
+  - name: non_renewal_notice_date
+    type: string
+    description: Non-renewal notice date requirement
+    section: Terms
+  - name: order_date
+    type: string
+    description: Order date description
+    section: Terms
+  - name: governing_law
+    type: string
+    description: Governing law jurisdiction
+    section: Legal
+  - name: jurisdiction
+    type: string
+    description: Courts with jurisdiction
+    section: Legal
+  - name: provider_email
+    type: string
+    description: Provider's email for notices
+    section: Parties
+  - name: unlimited_claims
+    type: string
+    description: Description of unlimited claims
+    section: Liability
+  - name: pricing_page
+    type: string
+    description: Reference to pricing page
+    section: Payment
+required_fields:
+  - provider_name
+  - cloud_service
+  - governing_law
+  - jurisdiction

package/content/templates/common-paper-csa-with-ai/README.md

@@ -0,0 +1,49 @@
+# Common Paper CSA With AI
+
+A cloud service agreement with AI provisions based on [Common Paper's](https://commonpaper.com) standard terms. Extends the standard CSA with AI-specific terms covering model training, input/output rights, and AI usage policies.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/cloud-service-agreement/2.1
+- **Version**: 2.1
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_name` | string | yes | Company name (shown in header) |
+| `provider_name` | string | yes | Name of the Provider |
+| `customer_name` | string | yes | Name of the Customer |
+| `key_terms_effective_date` | string | yes | Effective Date of the Key Terms |
+| `cloud_service` | string | yes | Description of the cloud service |
+| `custom_start_date` | string | no | Custom start date |
+| `subscription_period` | string | yes | Length of access to the service |
+| `pilot_period` | string | no | Length of pilot/trial period |
+| `fees` | string | no | Subscription fee amount |
+| `fee_unit` | string | no | Fee billing unit |
+| `fill_in_value` | string | no | General fill-in value |
+| `payment_frequency` | string | no | Payment frequency |
+| `payment_terms_days` | string | no | Days to pay after invoice |
+| `payment_due_from` | string | no | When payment terms start |
+| `non_renewal_notice_days` | string | no | Non-renewal notice days |
+| `technical_support` | string | no | Description of support |
+| `support_policy_reference` | string | no | Reference to support policy |
+| `professional_services_reference` | string | no | SOW or PSA reference |
+| `professional_services_description` | string | no | Professional services description |
+| `custom_effective_date` | string | no | Custom effective date |
+| `governing_law` | string | yes | Governing law |
+| `jurisdiction` | string | yes | Jurisdiction |
+| `general_cap_amount` | string | no | General liability cap amount |
+| `cap_multiplier` | string | no | Liability cap multiplier |
+| `increased_cap_amount` | string | no | Increased liability cap amount |
+| `greater_of_dollar` | string | no | Greater-of dollar amount |
+| `greater_of_multiplier` | string | no | Greater-of multiplier |
+| `dpa_reference` | string | no | DPA reference |
+| `ai_policy_reference` | string | no | Reference to AI usage policy (URL or attached) |
+| `ai_additional_terms` | string | no | Additional AI-specific terms |
+
+## Attribution
+
+Based on the Common Paper CSA With AI, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/content/templates/common-paper-csa-with-ai/metadata.yaml

@@ -0,0 +1,143 @@
+name: Common Paper CSA With AI
+description: >-
+  A cloud service agreement with AI provisions, key terms, and standard terms, based on Common Paper's standard form.
+  Extends the standard CSA with AI-specific terms covering model training, input/output rights, and AI usage policies.
+source_url: https://commonpaper.com/standards/cloud-service-agreement/2.1
+version: '2.1'
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper CSA With AI, 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: provider_name
+    type: string
+    description: Name of the Provider
+    section: Parties
+  - name: customer_name
+    type: string
+    description: Name of the Customer
+    section: Parties
+  - name: key_terms_effective_date
+    type: string
+    description: Effective Date of the Key Terms
+    section: Terms
+  - name: cloud_service
+    type: string
+    description: Description of the cloud service
+    section: Service
+  - name: custom_start_date
+    type: string
+    description: Custom start date
+    section: Terms
+  - name: subscription_period
+    type: string
+    description: Length of access to the service
+    section: Service
+  - name: pilot_period
+    type: string
+    description: Length of pilot/trial period
+    section: Service
+  - name: fees
+    type: string
+    description: Subscription fee amount
+    section: Payment
+  - name: fee_unit
+    type: string
+    description: Fee billing unit
+    section: Payment
+  - name: fill_in_value
+    type: string
+    description: General fill-in value
+    section: Terms
+  - name: payment_frequency
+    type: string
+    description: Payment frequency
+    section: Payment
+  - name: payment_terms_days
+    type: string
+    description: Days to pay after invoice
+    section: Payment
+  - name: payment_due_from
+    type: string
+    description: When payment terms start
+    section: Payment
+  - name: non_renewal_notice_days
+    type: string
+    description: Non-renewal notice days
+    section: Terms
+  - name: technical_support
+    type: string
+    description: Description of support
+    section: Service
+  - name: support_policy_reference
+    type: string
+    description: Reference to support policy
+    section: Service
+  - name: professional_services_reference
+    type: string
+    description: SOW or PSA reference
+    section: Service
+  - name: professional_services_description
+    type: string
+    description: Professional services description
+    section: Service
+  - name: custom_effective_date
+    type: string
+    description: Custom effective date
+    section: Legal
+  - name: governing_law
+    type: string
+    description: Governing law
+    default: Delaware
+    section: Legal
+  - name: jurisdiction
+    type: string
+    description: Jurisdiction
+    default: courts located in New Castle County, Delaware
+    section: Legal
+  - name: general_cap_amount
+    type: string
+    description: General liability cap amount
+    section: Liability
+  - name: cap_multiplier
+    type: string
+    description: Liability cap multiplier
+    section: Liability
+  - name: increased_cap_amount
+    type: string
+    description: Increased liability cap amount
+    section: Liability
+  - name: greater_of_dollar
+    type: string
+    description: Greater-of dollar amount
+    section: Liability
+  - name: greater_of_multiplier
+    type: string
+    description: Greater-of multiplier
+    section: Liability
+  - name: dpa_reference
+    type: string
+    description: DPA reference
+    section: Privacy
+  - name: ai_policy_reference
+    type: string
+    description: Reference to AI usage policy (URL or attached)
+    section: Service
+  - name: ai_additional_terms
+    type: string
+    description: Additional AI-specific terms
+    section: Legal
+required_fields:
+  - company_name
+  - provider_name
+  - customer_name
+  - key_terms_effective_date
+  - cloud_service
+  - subscription_period
+  - governing_law
+  - jurisdiction

package/content/templates/common-paper-csa-with-ai/replacements.json

@@ -0,0 +1,7 @@
+{
+  "{payment_terms_days} days before the end": "{non_renewal_notice_days} days before the end",
+  "{non_renewal_notice_days}x the Fees": "{cap_multiplier}x the Fees",
+  "[ # ]": "{payment_terms_days}",
+  "[Describe Use Limitations, such as geographic restrictions, system requirements, etc.]": "{fill_in_value}",
+  "[describe how services fees will be billed, for example \"Invoices for these services will be sent monthly.\"]": "{fill_in_value}"
+}