@open-agreements/open-agreements 0.2.2 → 0.3.0

package/content/templates/common-paper-professional-services-agreement/metadata.yaml

@@ -55,14 +55,74 @@ fields:
     type: string
     description: Invoice frequency unit
     section: Payment
-  - name: fill_in_value
+  - name: services_description
     type: string
-    description: General fill-in value
+    description: Description of the Services to be performed, including key individuals, timeline, and milestones
     section: Terms
-  - name: fill_in_detail
+  - name: provider_covered_claims_detail
     type: string
-    description: Additional detail
+    description: Detail of Provider Covered Claims covering IP infringement, employee misclassification, and gross negligence
+    section: Liability
+  - name: customer_covered_claims_detail
+    type: string
+    description: Detail of Customer Covered Claims covering IP infringement and gross negligence
+    section: Liability
+  - name: dpa_description
+    type: string
+    description: Description of or reference to the Data Processing Agreement
+    section: Privacy
+  - name: term_duration_value
+    type: string
+    description: Numeric duration for the SOW term (e.g. "6", "12")
+    section: Terms
+  - name: rejection_period_value
+    type: string
+    description: Number of time units for the deliverable rejection period
+    section: Deliverables
+  - name: resubmission_period_value
+    type: string
+    description: Number of time units for the deliverable resubmission period
+    section: Deliverables
+  - name: sow_changes_to_standard_terms
+    type: string
+    description: Changes to the Standard Terms that apply only to this SOW
     section: Terms
+  - name: changes_to_standard_terms
+    type: string
+    description: Changes to the Standard Terms that apply to the Agreement and all SOWs
+    section: Terms
+  - name: fee_description
+    type: string
+    description: Description of fees including hourly, project, or milestone-based rates and pass-through charges
+    section: Payment
+  - name: invoice_cadence
+    type: string
+    description: Cadence for sending invoices (e.g. monthly, quarterly, upon acceptance, after each milestone)
+    section: Payment
+  - name: customer_obligations
+    type: string
+    description: Customer obligations such as identifying a point of contact or geographic limitations
+    section: Terms
+  - 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_provider_detail
+    type: string
+    description: Additional warranty text provided by the Provider
+    section: Terms
+  - name: additional_warranty_customer_detail
+    type: string
+    description: Additional warranty text provided by the Customer
+    section: Terms
+  - name: other_security_certification
+    type: string
+    description: Name of additional security certification (e.g. "ISO 27701")
+    section: Security
   - name: payment_terms_days
     type: string
     description: Days to pay after invoice
@@ -87,6 +147,232 @@ fields:
     type: string
     description: Greater-of dollar amount
     section: Liability
+  - name: include_in_progress_deliverables
+    type: boolean
+    description: >-
+      Set to true when in-progress work should be included as Deliverables
+      in addition to completed projects.
+    section: Deliverables
+  - name: deliverables_meet_specs
+    type: boolean
+    description: >-
+      Set to true when Deliverables must meet attached specifications.
+    section: Deliverables
+  - name: deliverables_acceptance_process
+    type: boolean
+    description: >-
+      Set to true when Deliverables are subject to an acceptance process
+      before being considered final.
+    section: Deliverables
+  - name: ownership_upon_payment
+    type: boolean
+    description: >-
+      Set to true when Customer owns Deliverables only upon full payment
+      (not as they are created).
+    section: Deliverables
+  - name: no_third_party_materials
+    type: boolean
+    description: >-
+      Set to true when no Third-Party Materials will be incorporated
+      into Deliverables.
+    section: Deliverables
+  - name: has_third_party_materials
+    type: boolean
+    description: >-
+      Set to true when Third-Party Materials will be incorporated
+      into Deliverables.
+    section: Deliverables
+  - name: provider_procures_materials
+    type: boolean
+    description: >-
+      Set to true when Provider is responsible for procuring required
+      Third-Party Materials.
+    section: Deliverables
+  - name: customer_procures_materials
+    type: boolean
+    description: >-
+      Set to true when Customer is responsible for procuring required
+      Third-Party Materials.
+    section: Deliverables
+  - name: additional_terms_by_provider
+    type: boolean
+    description: >-
+      Set to true when Provider is adding additional terms to the agreement.
+      Specify terms in additional_warranty_provider_detail.
+    section: Terms
+  - name: additional_terms_by_customer
+    type: boolean
+    description: >-
+      Set to true when Customer is adding additional terms to the agreement.
+      Specify terms in additional_warranty_customer_detail.
+    section: Terms
+  - name: has_security_policy
+    type: boolean
+    description: >-
+      Set to true when Provider has a Security Policy available at the
+      specified DPA reference URL.
+    section: Security
+  - name: has_security_certifications
+    type: boolean
+    description: >-
+      Set to true when Provider maintains annually updated security
+      reports or certifications.
+    section: Security
+  - name: cert_iso_27001
+    type: boolean
+    description: Set to true when Provider holds ISO 27001 certification.
+    section: Security
+  - name: cert_penetration_testing
+    type: boolean
+    description: Set to true when Provider performs regular penetration testing.
+    section: Security
+  - name: cert_soc2_type1
+    type: boolean
+    description: Set to true when Provider holds SOC 2 Type I certification.
+    section: Security
+  - name: cert_pci_level1
+    type: boolean
+    description: Set to true when Provider holds PCI Level 1 certification.
+    section: Security
+  - name: cert_soc2_type2
+    type: boolean
+    description: Set to true when Provider holds SOC 2 Type II certification.
+    section: Security
+  - name: cert_pci_level2
+    type: boolean
+    description: Set to true when Provider holds PCI Level 2 certification.
+    section: Security
+  - name: cert_hitrust
+    type: boolean
+    description: Set to true when Provider holds HITRUST certification.
+    section: Security
+  - name: cert_fedramp
+    type: boolean
+    description: Set to true when Provider holds FedRAMP Authorization.
+    section: Security
+  - name: cert_other
+    type: boolean
+    description: >-
+      Set to true to include an additional security certification.
+      Specify the certification in other_security_certification.
+    section: Security
+  - name: provider_may_use_logo
+    type: boolean
+    description: >-
+      Set to true when Provider may publicly identify Customer and use
+      Customer's logo and trademarks in promotional materials.
+    section: Publicity
+  - name: provider_may_identify_nonpublic
+    type: boolean
+    description: >-
+      Set to true when Provider may identify Customer as a customer
+      in non-public settings (e.g., sales conversations).
+    section: Publicity
+  - name: general_cap_type
+    type: enum
+    description: >-
+      How the General Cap Amount (baseline liability limit) is calculated.
+      "multiplier" uses a multiple of fees, "dollar" uses a fixed 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: >-
+      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_privacy
+    type: boolean
+    description: >-
+      Set to true when breach of Section 3 (Privacy & Security) should be
+      classified as an Increased Claim with a higher liability cap.
+    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 (excluding Privacy & Security breaches).
+    section: Liability
+  - name: increased_claim_indemnification
+    type: boolean
+    description: >-
+      Set to true when indemnification obligations for Covered Claims should
+      be classified as an Increased Claim.
+    section: Liability
+  - name: increased_claim_breach_privacy_gross
+    type: boolean
+    description: >-
+      Set to true when breach of Privacy & Security resulting from gross
+      negligence or willful misconduct is 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 is an Increased Claim.
+    section: Liability
+  - name: increased_claim_gross_willful
+    type: boolean
+    description: >-
+      Set to true when claims from gross negligence or willful misconduct
+      should be classified as Increased Claims.
+    section: Liability
+  - name: increased_claim_other
+    type: boolean
+    description: >-
+      Set to true to include a custom Increased Claim category. Specify in
+      increased_claim_other_detail.
+    section: Liability
+  - name: unlimited_claim_breach_privacy_gross
+    type: boolean
+    description: >-
+      Set to true when breach of Privacy & Security resulting from gross
+      negligence 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 should have no liability cap (Unlimited Claim).
+    section: Liability
+  - name: unlimited_claim_indemnification
+    type: boolean
+    description: >-
+      Set to true when indemnification for Covered Claims should have
+      no liability cap (Unlimited Claim).
+    section: Liability
+  - name: unlimited_claim_breach_privacy
+    type: boolean
+    description: >-
+      Set to true when breach of Section 3 (Privacy & Security) 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_gross_willful
+    type: boolean
+    description: >-
+      Set to true when claims from 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
+      in unlimited_claim_other_detail.
+    section: Liability
   - name: governing_law
     type: string
     description: Governing law
@@ -113,6 +399,54 @@ fields:
     type: string
     description: DPA reference
     section: Privacy
+  - 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
   - provider_name

package/content/templates/common-paper-professional-services-agreement/replacements.json

@@ -1,8 +1,11 @@
 {
   "{payment_terms_days}x the fees": "{cap_multiplier}x the fees",
   "{non_renewal_notice_days}x the fees": "{cap_multiplier}x the fees",
-  "[ # ]": "{fill_in_value}",
-  "[Describe fees, whether hourly, by project, by milestone, etc. Also include any pass-through or fractional charges such as for tooling or third-party license fees.]": "{fill_in_value}",
-  "[Fill in cadence of sending invoices, e.g., month, quarter, upon acceptance, after each milestone, etc.]": "{fill_in_detail}",
-  "[Fill in Customer's Obligations, e.g., identifying a single point of contact, geographic limitations on use of Deliverables, etc.]": "{fill_in_detail}"
+  "[Enter a description of the Services to be performed under this SOW. Include details such as key individuals, overall project timeline, milestones, etc.]": "{services_description}",
+  "[Describe fees, whether hourly, by project, by milestone, etc. Also include any pass-through or fractional charges such as for tooling or third-party license fees.]": "{fee_description}",
+  "[Fill in cadence of sending invoices, e.g., month, quarter, upon acceptance, after each milestone, etc.]": "{invoice_cadence}",
+  "[Fill in Customer's Obligations, e.g., identifying a single point of contact, geographic limitations on use of Deliverables, etc.]": "{customer_obligations}",
+  "[(a) the Deliverables (excluding any Customer Materials and Third-Party Materials procured by Customer), when used by Customer according to the terms of the SOW and the Agreement, violate, misappropriate, or otherwise infringe upon anyone else\u2019s intellectual property or other proprietary rights; (b) Provider's employees or Subcontractors are deemed to be Customer's employees because of Provider's actions or omissions; or (c) arises out of Provider\u2019s gross negligence, fraud, or willful misconduct.]": "{provider_covered_claims_detail}",
+  "[(a) Customer Materials or Third-Party Materials procured by Customer, when used by Provider according to the terms of the SOW and the Agreement, violate, misappropriate, or otherwise infringe upon anyone else\u2019s intellectual property or other proprietary rights; or (b) arises out of Customer\u2019s gross negligence, fraud, or willful misconduct.]": "{customer_covered_claims_detail}",
+  "[If required by law or appropriate for the Services, attach or describe where to find.]": "{dpa_description}"
 }

package/content/templates/common-paper-professional-services-agreement/selections.json

@@ -0,0 +1,207 @@
+{
+  "groups": [
+    {
+      "id": "deliverable_terms",
+      "type": "checkbox",
+      "options": [
+        { "marker": "In addition to completed projects, Deliverables include in-progress", "trigger": { "field": "include_in_progress_deliverables" } },
+        { "marker": "Deliverables will meet the attached specifications", "trigger": { "field": "deliverables_meet_specs" } },
+        { "marker": "Deliverables are subject to the acceptance process", "trigger": { "field": "deliverables_acceptance_process" } }
+      ]
+    },
+    {
+      "id": "deliverable_ownership",
+      "type": "radio",
+      "options": [
+        { "marker": "Customer owns Deliverables as they are created", "trigger": "default" },
+        { "marker": "Customer owns Deliverables upon payment", "trigger": { "field": "ownership_upon_payment", "equals": true } }
+      ]
+    },
+    {
+      "id": "third_party_materials",
+      "type": "checkbox",
+      "options": [
+        { "marker": "No Third-Party Materials will be incorporated", "trigger": { "field": "no_third_party_materials" } },
+        { "marker": "Third-Party Materials will be incorporated", "trigger": { "field": "has_third_party_materials" } },
+        { "marker": "Provider will procure Third-Party Materials", "trigger": { "field": "provider_procures_materials" } },
+        { "marker": "Customer will procure Third-Party Materials", "trigger": { "field": "customer_procures_materials" } }
+      ]
+    },
+    {
+      "id": "travel_expenses",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Travel and expenses:", "trigger": { "field": "travel_expense_policy" } }
+      ]
+    },
+    {
+      "id": "sow_date",
+      "type": "radio",
+      "options": [
+        { "marker": "Date of last signature on this Cover Page", "trigger": "default" },
+        { "marker": "{custom_sow_date}", "trigger": { "field": "custom_sow_date" } }
+      ]
+    },
+    {
+      "id": "sow_term",
+      "type": "radio",
+      "options": [
+        { "marker": "{term_duration_value} {term_duration_unit} after the SOW 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": "additional_terms",
+      "type": "checkbox",
+      "options": [
+        { "marker": "By Provider: {additional_warranty_provider_detail}", "trigger": { "field": "additional_terms_by_provider" } },
+        { "marker": "By Customer: {additional_warranty_customer_detail}", "trigger": { "field": "additional_terms_by_customer" } }
+      ]
+    },
+    {
+      "id": "general_cap",
+      "type": "radio",
+      "cellContext": "no General Cap Amount",
+      "options": [
+        { "marker": "{cap_multiplier}x the fees paid or payable by Customer to Provider", "trigger": { "field": "general_cap_type", "equals": "multiplier" } },
+        { "marker": "${general_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "dollar" } },
+        { "marker": "The greater of ${increased_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "greater_of" } }
+      ]
+    },
+    {
+      "id": "increased_claims",
+      "type": "checkbox",
+      "cellContext": "no Increased Claims are included",
+      "options": [
+        { "marker": "Breach of Section 3 (Privacy & Security)", "trigger": { "field": "increased_claim_breach_privacy" } },
+        { "marker": "Breach of Section 11 (Confidentiality) (however, excluding any breach of Section 3", "trigger": { "field": "increased_claim_breach_conf" } },
+        { "marker": "indemnification obligations for its Covered Claims", "trigger": { "field": "increased_claim_indemnification" } },
+        { "marker": "Breach of Section 3 (Privacy & Security) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_privacy_gross" } },
+        { "marker": "Breach of Section 11 (Confidentiality) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_conf_gross" } },
+        { "marker": "Claims resulting from a party\u2019s gross negligence or willful misconduct", "trigger": { "field": "increased_claim_gross_willful" } },
+        { "marker": "Other: {increased_claim_other_detail}", "trigger": { "field": "increased_claim_other" } }
+      ]
+    },
+    {
+      "id": "increased_cap",
+      "type": "radio",
+      "cellContext": "Increased Claims are included, customize",
+      "options": [
+        { "marker": "{cap_multiplier}x the fees paid or payable by Customer to Provider", "trigger": { "field": "increased_cap_type", "equals": "multiplier" } },
+        { "marker": "${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": "Breach of Section 3 (Privacy & Security) resulting from gross negligence", "trigger": { "field": "unlimited_claim_breach_privacy_gross" } },
+        { "marker": "Breach of Section 11 (Confidentiality) resulting from gross negligence", "trigger": { "field": "unlimited_claim_breach_conf_gross" } },
+        { "marker": "indemnification obligations for its Covered Claims", "trigger": { "field": "unlimited_claim_indemnification" } },
+        { "marker": "Breach of Section 3 (Privacy & Security)", "trigger": { "field": "unlimited_claim_breach_privacy" } },
+        { "marker": "Breach of Section 11 (Confidentiality) (however, excluding any breach of Section 3", "trigger": { "field": "unlimited_claim_breach_conf" } },
+        { "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": "security_policy",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Security Policy available at {dpa_reference}", "trigger": { "field": "has_security_policy" } },
+        { "marker": "Provider will maintain annually updated reports or annual certifications", "trigger": { "field": "has_security_certifications" } }
+      ]
+    },
+    {
+      "id": "security_cert_iso27001",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "ISO 27001", "trigger": { "field": "cert_iso_27001" } }
+      ]
+    },
+    {
+      "id": "security_cert_pentest",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Penetration testing", "trigger": { "field": "cert_penetration_testing" } }
+      ]
+    },
+    {
+      "id": "security_cert_soc2_type1",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "SOC 2 Type I", "trigger": { "field": "cert_soc2_type1" } }
+      ]
+    },
+    {
+      "id": "security_cert_pci_level1",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "PCI Level 1", "trigger": { "field": "cert_pci_level1" } }
+      ]
+    },
+    {
+      "id": "security_cert_soc2_type2",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "SOC 2 Type II", "trigger": { "field": "cert_soc2_type2" } }
+      ]
+    },
+    {
+      "id": "security_cert_pci_level2",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "PCI Level 2", "trigger": { "field": "cert_pci_level2" } }
+      ]
+    },
+    {
+      "id": "security_cert_hitrust",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "HITRUST", "trigger": { "field": "cert_hitrust" } }
+      ]
+    },
+    {
+      "id": "security_cert_fedramp",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "FedRAMP Authorized", "trigger": { "field": "cert_fedramp" } }
+      ]
+    },
+    {
+      "id": "security_cert_other",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Other: {other_security_certification}", "trigger": { "field": "cert_other" } }
+      ]
+    },
+    {
+      "id": "publicity",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Provider may identify Customer and use Customer\u2019s logo and trademarks", "trigger": { "field": "provider_may_use_logo" } },
+        { "marker": "Provider may identify Customer as a customer in non-public settings", "trigger": { "field": "provider_may_identify_nonpublic" } }
+      ]
+    }
+  ]
+}

package/content/templates/common-paper-statement-of-work/README.md

@@ -26,6 +26,24 @@ A statement of work template for professional services engagements, based on [Co
 | `travel_expense_policy` | string | no | Travel and expense policy |
 | `customer_owned_deliverables` | string | no | Customer-owned deliverables |
 
+
+### 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 Statement of Work, available at https://commonpaper.com.