@open-agreements/open-agreements 0.2.2 → 0.3.0

package/content/templates/common-paper-partnership-agreement/metadata.yaml

@@ -34,14 +34,86 @@ fields:
     type: string
     description: Specific geographic areas for the partnership
     section: Terms
-  - name: fill_in_value
+  - name: term_duration_value
     type: string
-    description: General fill-in value for customizable sections
+    description: Numeric duration for the agreement term (e.g. "6", "12")
     section: Terms
-  - name: fill_in_detail
+  - name: changes_to_standard_terms
     type: string
-    description: Additional detail for customizable sections
+    description: List of specific changes to the Standard Terms
     section: Terms
+  - name: company_promotional_activities_detail
+    type: string
+    description: Description of the promotional activities the Company will engage in
+    section: Obligations
+  - name: company_promotional_materials_detail
+    type: string
+    description: Description of the promotional materials the Company will provide
+    section: Obligations
+  - name: company_sponsored_benefits_detail
+    type: string
+    description: Description of the sponsored benefits the Company will provide
+    section: Obligations
+  - name: company_referral_criteria
+    type: string
+    description: Criteria a third party must meet to qualify as a Referral to Partner
+    section: Obligations
+  - name: company_payment_to_partner_detail
+    type: string
+    description: Amount the Company will pay Partner per the Payment Schedule
+    section: Obligations
+  - name: partner_promotional_activities_detail
+    type: string
+    description: Description of the promotional activities the Partner will engage in
+    section: Obligations
+  - name: partner_promotional_materials_detail
+    type: string
+    description: Description of the promotional materials the Partner will provide
+    section: Obligations
+  - name: partner_sponsored_benefits_detail
+    type: string
+    description: Description of the sponsored benefits the Partner will provide
+    section: Obligations
+  - name: partner_referral_criteria
+    type: string
+    description: Criteria a third party must meet to qualify as a Referral to Company
+    section: Obligations
+  - name: partner_payment_to_company_detail
+    type: string
+    description: Amount the Partner will pay Company per the Payment Schedule
+    section: Obligations
+  - name: invoice_address
+    type: string
+    description: Address or email where invoices and bills for fees should be sent
+    section: Payment
+  - name: company_covered_claims_detail
+    type: string
+    description: Detail of Company Covered Claims covering gross negligence and IP representations
+    section: Liability
+  - name: partner_covered_claims_detail
+    type: string
+    description: Detail of Partner Covered Claims covering gross negligence and IP representations
+    section: Liability
+  - name: increased_claim_other_detail
+    type: string
+    description: Description of a custom Increased Claim category
+    section: Liability
+  - name: unlimited_claim_other_detail
+    type: string
+    description: Description of a custom Unlimited Claim category
+    section: Liability
+  - name: additional_warranty_company_detail
+    type: string
+    description: Additional warranty text provided by the Company
+    section: Terms
+  - name: additional_warranty_partner_detail
+    type: string
+    description: Additional warranty text provided by the Partner
+    section: Terms
+  - name: payment_schedule_detail
+    type: string
+    description: Payment schedule details (e.g. "30 days from receipt of invoice")
+    section: Payment
   - name: payment_terms_days
     type: string
     description: Number of days to pay after invoice
@@ -62,6 +134,175 @@ fields:
     type: string
     description: Reference to or location of Data Processing Agreement
     section: Privacy
+  - name: dpa_description
+    type: string
+    description: Description of the Data Processing Agreement, or where to find it
+    section: Privacy
+  - name: company_promotional_activities
+    type: boolean
+    description: Company will engage in promotional activities
+    section: Obligations
+  - name: company_promotional_materials
+    type: boolean
+    description: Company will provide promotional materials
+    section: Obligations
+  - name: company_sponsored_benefits
+    type: boolean
+    description: Company will provide sponsored benefits
+    section: Obligations
+  - name: company_makes_referrals
+    type: boolean
+    description: Company will make referrals to Partner
+    section: Obligations
+  - name: company_pays_partner
+    type: boolean
+    description: Company will pay Partner per payment schedule
+    section: Obligations
+  - name: company_brand_licensor
+    type: boolean
+    description: Company provides Brand Elements as Licensor
+    section: Obligations
+  - name: partner_promotional_activities
+    type: boolean
+    description: Partner will engage in promotional activities
+    section: Obligations
+  - name: partner_promotional_materials
+    type: boolean
+    description: Partner will provide promotional materials
+    section: Obligations
+  - name: partner_sponsored_benefits
+    type: boolean
+    description: Partner will provide sponsored benefits
+    section: Obligations
+  - name: partner_makes_referrals
+    type: boolean
+    description: Partner will make referrals to Company
+    section: Obligations
+  - name: partner_pays_company
+    type: boolean
+    description: Partner will pay Company per payment schedule
+    section: Obligations
+  - name: partner_brand_licensor
+    type: boolean
+    description: Partner provides Brand Elements as Licensor
+    section: Obligations
+  - name: company_invoices_partner
+    type: boolean
+    description: Company will send invoices to Partner
+    section: Payment
+  - name: partner_invoices_company
+    type: boolean
+    description: Partner will send invoices to Company
+    section: Payment
+  - name: has_payment_schedule
+    type: boolean
+    description: Payment schedule applies
+    section: Payment
+  - name: has_company_covered_claims
+    type: boolean
+    description: Company Covered Claims apply
+    section: Liability
+  - name: has_partner_covered_claims
+    type: boolean
+    description: Partner Covered Claims apply
+    section: Liability
+  - name: general_cap_type
+    type: enum
+    description: >-
+      Set to true to select how the General Cap Amount (baseline liability limit) is calculated.
+      "multiplier" uses a multiple of fees paid, "dollar" uses a fixed dollar amount,
+      "greater_of" uses the greater of a dollar amount or a multiple of fees.
+    options:
+      - multiplier
+      - dollar
+      - greater_of
+    section: Liability
+  - name: increased_cap_type
+    type: enum
+    description: >-
+      Set to true to select how the Increased Cap Amount (higher liability limit for
+      Increased Claims) is calculated. Same options as general_cap_type.
+    options:
+      - multiplier
+      - dollar
+      - greater_of
+    section: Liability
+  - name: increased_claim_breach_conf
+    type: boolean
+    description: >-
+      Set to true when breach of Section 11 (Confidentiality) should be classified
+      as an Increased Claim with a higher liability cap.
+    section: Liability
+  - name: increased_claim_indemnification
+    type: boolean
+    description: >-
+      Set to true when an Indemnifying Party's indemnification obligations for its
+      Covered Claims should be classified as an Increased Claim.
+    section: Liability
+  - name: increased_claim_breach_conf_gross
+    type: boolean
+    description: >-
+      Set to true when breach of confidentiality resulting from gross negligence or
+      willful misconduct should be classified as an Increased Claim.
+    section: Liability
+  - name: increased_claim_gross_willful
+    type: boolean
+    description: >-
+      Set to true when claims resulting from a party's gross negligence or willful
+      misconduct should be classified as an Increased Claim.
+    section: Liability
+  - name: increased_claim_other
+    type: boolean
+    description: >-
+      Set to true to include a custom Increased Claim category. Specify the claim
+      type in the corresponding detail field.
+    section: Liability
+  - name: unlimited_claim_indemnification
+    type: boolean
+    description: >-
+      Set to true when an Indemnifying Party's indemnification obligations for its
+      Covered Claims should have no liability cap (Unlimited Claim).
+    section: Liability
+  - name: unlimited_claim_breach_conf
+    type: boolean
+    description: >-
+      Set to true when breach of Section 11 (Confidentiality) should have no
+      liability cap (Unlimited Claim).
+    section: Liability
+  - name: unlimited_claim_breach_conf_gross
+    type: boolean
+    description: >-
+      Set to true when breach of confidentiality resulting from gross negligence or
+      willful misconduct should have no liability cap (Unlimited Claim).
+    section: Liability
+  - name: unlimited_claim_gross_willful
+    type: boolean
+    description: >-
+      Set to true when claims resulting from a party's gross negligence or willful
+      misconduct should have no liability cap (Unlimited Claim).
+    section: Liability
+  - name: unlimited_claim_other
+    type: boolean
+    description: >-
+      Set to true to include a custom Unlimited Claim category. Specify the claim
+      type in the corresponding detail field.
+    section: Liability
+  - name: additional_terms_by_company
+    type: boolean
+    description: Additional terms from Company
+    section: Terms
+  - name: additional_terms_by_partner
+    type: boolean
+    description: Additional terms from Partner
+    section: Terms
+  - name: company_brand_guidelines
+    type: boolean
+    description: Company Brand Guidelines apply
+    section: Terms
+  - name: partner_brand_guidelines
+    type: boolean
+    description: Partner Brand Guidelines apply
+    section: Terms
   - name: governing_law
     type: string
     description: State and/or country whose laws govern the agreement
@@ -72,6 +313,54 @@ fields:
     description: Courts with jurisdiction over disputes
     default: courts located in New Castle County, Delaware
     section: Legal
+  - name: company_signatory_type
+    type: enum
+    description: Whether the Company signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: company_signatory_name
+    type: string
+    description: Full legal name of the Company's signatory
+    section: Signature Block
+  - name: company_signatory_title
+    type: string
+    description: Title/role of the Company's signatory (entity only)
+    section: Signature Block
+  - name: company_signatory_company
+    type: string
+    description: Company name for the Company signatory (entity only)
+    section: Signature Block
+  - name: company_signatory_email
+    type: string
+    description: Notice email address for the Company
+    section: Signature Block
+  - name: partner_signatory_type
+    type: enum
+    description: Whether the Partner signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: partner_signatory_name
+    type: string
+    description: Full legal name of the Partner's signatory
+    section: Signature Block
+  - name: partner_signatory_title
+    type: string
+    description: Title/role of the Partner's signatory (entity only)
+    section: Signature Block
+  - name: partner_signatory_company
+    type: string
+    description: Company name for the Partner signatory (entity only)
+    section: Signature Block
+  - name: partner_signatory_email
+    type: string
+    description: Notice email address for the Partner
+    section: Signature Block
 required_fields:
   - company_name
   - governing_law

package/content/templates/common-paper-partnership-agreement/replacements.json

@@ -2,6 +2,9 @@
   "{payment_terms_days} times the fees": "{cap_multiplier} times the fees",
   "{non_renewal_notice_days} times the fees": "{cap_multiplier} times the fees",
   "{non_renewal_notice_days}x the fees": "{cap_multiplier}x the fees",
-  "[____]": "{fill_in_detail}",
-  "[Fill in payment schedule, e.g., 30 days from receipt of invoice, 60 days before event, etc.]": "{fill_in_detail}"
+  "[___]": "{invoice_address}",
+  "[Fill in payment schedule, e.g., 30 days from receipt of invoice, 60 days before event, etc.]": "{payment_schedule_detail}",
+  "[(a) Company's gross negligence or willful misconduct; or (b) Company's breach or alleged breach of its representations and warranties in Section 7, including the intellectual property representations or warranties.]": "{company_covered_claims_detail}",
+  "[(a) Partner's gross negligence or willful misconduct; or (b) Partner's breach or alleged breach of its representations and warranties in Section 7, including the intellectual property representations or warranties.]": "{partner_covered_claims_detail}",
+  "[ If required by law or appropriate for the Obligations, attach or describe where to find. ]": "{dpa_description}"
 }

package/content/templates/common-paper-partnership-agreement/selections.json

@@ -0,0 +1,138 @@
+{
+  "groups": [
+    {
+      "id": "company_commitments",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "promotional activities: {company_promotional_activities_detail}", "trigger": { "field": "company_promotional_activities" } },
+        { "marker": "promotional materials: {company_promotional_materials_detail}", "trigger": { "field": "company_promotional_materials" } },
+        { "marker": "sponsored benefits: {company_sponsored_benefits_detail}", "trigger": { "field": "company_sponsored_benefits" } },
+        { "marker": "Make Referrals to Partner", "trigger": { "field": "company_makes_referrals" } },
+        { "marker": "Pay Partner the following amount", "trigger": { "field": "company_pays_partner" } },
+        { "marker": "Provide Company\u2019s Brand Elements as Licensor", "trigger": { "field": "company_brand_licensor" } }
+      ]
+    },
+    {
+      "id": "partner_commitments",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "promotional activities: {partner_promotional_activities_detail}", "trigger": { "field": "partner_promotional_activities" } },
+        { "marker": "promotional materials: {partner_promotional_materials_detail}", "trigger": { "field": "partner_promotional_materials" } },
+        { "marker": "sponsored benefits: {partner_sponsored_benefits_detail}", "trigger": { "field": "partner_sponsored_benefits" } },
+        { "marker": "Make Referrals to Company", "trigger": { "field": "partner_makes_referrals" } },
+        { "marker": "Pay Company the following amount", "trigger": { "field": "partner_pays_company" } },
+        { "marker": "Provide Partner\u2019s Brand Elements as Licensor", "trigger": { "field": "partner_brand_licensor" } }
+      ]
+    },
+    {
+      "id": "territory",
+      "type": "radio",
+      "options": [
+        { "marker": "Worldwide", "trigger": "default" },
+        { "marker": "{territory}", "trigger": { "field": "territory" } }
+      ]
+    },
+    {
+      "id": "invoicing",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Company will send invoices or bills for Fees owed by Partner", "trigger": { "field": "company_invoices_partner" } },
+        { "marker": "Partner will send invoices or bills for Fees owed by Company", "trigger": { "field": "partner_invoices_company" } }
+      ]
+    },
+    {
+      "id": "payment_schedule",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "The party making payment will pay the other party according to the following schedule", "trigger": { "field": "has_payment_schedule" } }
+      ]
+    },
+    {
+      "id": "term_end",
+      "type": "radio",
+      "options": [
+        { "marker": "{term_duration_unit} after the Effective Date", "trigger": "default" },
+        { "marker": "{custom_end_date}", "trigger": { "field": "custom_end_date" } }
+      ]
+    },
+    {
+      "id": "effective_date",
+      "type": "radio",
+      "options": [
+        { "marker": "Date of last signature on this Cover Page", "trigger": "default" },
+        { "marker": "{custom_effective_date}", "trigger": { "field": "custom_effective_date" } }
+      ]
+    },
+    {
+      "id": "covered_claims",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Company Covered Claim(s):", "trigger": { "field": "has_company_covered_claims" } },
+        { "marker": "Partner Covered Claim(s):", "trigger": { "field": "has_partner_covered_claims" } }
+      ]
+    },
+    {
+      "id": "general_cap",
+      "type": "radio",
+      "cellContext": "no General Cap Amount",
+      "options": [
+        { "marker": "{cap_multiplier} times the fees", "trigger": { "field": "general_cap_type", "equals": "multiplier" } },
+        { "marker": "${general_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "dollar" } },
+        { "marker": "The greater of ${increased_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "greater_of" } }
+      ]
+    },
+    {
+      "id": "increased_claims",
+      "type": "checkbox",
+      "cellContext": "no Increased Claims are included",
+      "options": [
+        { "marker": "Breach of Section 11 (Confidentiality)", "trigger": { "field": "increased_claim_breach_conf" } },
+        { "marker": "indemnification obligations for its Covered Claims", "trigger": { "field": "increased_claim_indemnification" } },
+        { "marker": "Breach of Section 11 (Confidentiality) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_conf_gross" } },
+        { "marker": "Claims resulting from a party\u2019s gross negligence or willful misconduct", "trigger": { "field": "increased_claim_gross_willful" } },
+        { "marker": "Other: {increased_claim_other_detail}", "trigger": { "field": "increased_claim_other" } }
+      ]
+    },
+    {
+      "id": "increased_cap",
+      "type": "radio",
+      "cellContext": "Increased Claims are included, customize",
+      "options": [
+        { "marker": "{cap_multiplier} times the fees", "trigger": { "field": "increased_cap_type", "equals": "multiplier" } },
+        { "marker": "${general_cap_amount}", "trigger": { "field": "increased_cap_type", "equals": "dollar" } },
+        { "marker": "The greater of ${increased_cap_amount}", "trigger": { "field": "increased_cap_type", "equals": "greater_of" } }
+      ]
+    },
+    {
+      "id": "unlimited_claims",
+      "type": "checkbox",
+      "cellContext": "no Unlimited Claims are included",
+      "options": [
+        { "marker": "indemnification obligations for its Covered Claims", "trigger": { "field": "unlimited_claim_indemnification" } },
+        { "marker": "Breach of Section 11 (Confidentiality)", "trigger": { "field": "unlimited_claim_breach_conf" } },
+        { "marker": "Breach of Section 11 (Confidentiality) resulting from gross negligence", "trigger": { "field": "unlimited_claim_breach_conf_gross" } },
+        { "marker": "Claims resulting from a party\u2019s gross negligence or willful misconduct", "trigger": { "field": "unlimited_claim_gross_willful" } },
+        { "marker": "Other: {unlimited_claim_other_detail}", "trigger": { "field": "unlimited_claim_other" } }
+      ]
+    },
+    {
+      "id": "additional_terms",
+      "type": "checkbox",
+      "options": [
+        { "marker": "By Company: {additional_warranty_company_detail}", "trigger": { "field": "additional_terms_by_company" } },
+        { "marker": "By Partner: {additional_warranty_partner_detail}", "trigger": { "field": "additional_terms_by_partner" } }
+      ]
+    },
+    {
+      "id": "brand_guidelines",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Company Brand Guidelines", "trigger": { "field": "company_brand_guidelines" } },
+        { "marker": "Partner Brand Guidelines", "trigger": { "field": "partner_brand_guidelines" } }
+      ]
+    }
+  ]
+}

package/content/templates/common-paper-pilot-agreement/README.md

@@ -28,6 +28,24 @@ A pilot agreement based on [Common Paper's](https://commonpaper.com) standard te
 | `governing_law` | string | yes | Governing law jurisdiction |
 | `jurisdiction` | string | yes | Courts with jurisdiction |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_signatory_type` | enum (`entity` / `individual`) | no | Whether the Provider signatory is an entity or individual (default: `entity`) |
+| `provider_signatory_name` | string | no | Full legal name of the Provider's signatory |
+| `provider_signatory_title` | string | no | Title/role of the Provider's signatory (entity only) |
+| `provider_signatory_company` | string | no | Company name for the Provider signatory (entity only) |
+| `provider_signatory_email` | string | no | Notice email address for the Provider |
+| `customer_signatory_type` | enum (`entity` / `individual`) | no | Whether the Customer signatory is an entity or individual (default: `entity`) |
+| `customer_signatory_name` | string | no | Full legal name of the Customer's signatory |
+| `customer_signatory_title` | string | no | Title/role of the Customer's signatory (entity only) |
+| `customer_signatory_company` | string | no | Company name for the Customer signatory (entity only) |
+| `customer_signatory_email` | string | no | Notice email address for the Customer |
+
+> **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.
+
 ## Attribution
 
 Based on the Common Paper Pilot Agreement, available at https://commonpaper.com.

package/content/templates/common-paper-pilot-agreement/metadata.yaml

@@ -92,6 +92,54 @@ fields:
     description: Courts with jurisdiction over disputes
     default: courts located in New Castle County, Delaware
     section: Legal
+  - name: provider_signatory_type
+    type: enum
+    description: Whether the Provider signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: provider_signatory_name
+    type: string
+    description: Full legal name of the Provider's signatory
+    section: Signature Block
+  - name: provider_signatory_title
+    type: string
+    description: Title/role of the Provider's signatory (entity only)
+    section: Signature Block
+  - name: provider_signatory_company
+    type: string
+    description: Company name for the Provider signatory (entity only)
+    section: Signature Block
+  - name: provider_signatory_email
+    type: string
+    description: Notice email address for the Provider
+    section: Signature Block
+  - name: customer_signatory_type
+    type: enum
+    description: Whether the Customer signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: customer_signatory_name
+    type: string
+    description: Full legal name of the Customer's signatory
+    section: Signature Block
+  - name: customer_signatory_title
+    type: string
+    description: Title/role of the Customer's signatory (entity only)
+    section: Signature Block
+  - name: customer_signatory_company
+    type: string
+    description: Company name for the Customer signatory (entity only)
+    section: Signature Block
+  - name: customer_signatory_email
+    type: string
+    description: Notice email address for the Customer
+    section: Signature Block
 required_fields:
   - company_name
   - product_description

package/content/templates/common-paper-professional-services-agreement/README.md

@@ -38,6 +38,24 @@ A professional services agreement based on [Common Paper's](https://commonpaper.
 | `support_policy_reference` | string | no | Support policy reference |
 | `dpa_reference` | string | no | DPA reference |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_signatory_type` | enum (`entity` / `individual`) | no | Whether the Provider signatory is an entity or individual (default: `entity`) |
+| `provider_signatory_name` | string | no | Full legal name of the Provider's signatory |
+| `provider_signatory_title` | string | no | Title/role of the Provider's signatory (entity only) |
+| `provider_signatory_company` | string | no | Company name for the Provider signatory (entity only) |
+| `provider_signatory_email` | string | no | Notice email address for the Provider |
+| `customer_signatory_type` | enum (`entity` / `individual`) | no | Whether the Customer signatory is an entity or individual (default: `entity`) |
+| `customer_signatory_name` | string | no | Full legal name of the Customer's signatory |
+| `customer_signatory_title` | string | no | Title/role of the Customer's signatory (entity only) |
+| `customer_signatory_company` | string | no | Company name for the Customer signatory (entity only) |
+| `customer_signatory_email` | string | no | Notice email address for the Customer |
+
+> **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.
+
 ## Attribution
 
 Based on the Common Paper Professional Services Agreement, available at https://commonpaper.com.