@open-agreements/open-agreements 0.2.2 → 0.3.0

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

@@ -50,10 +50,46 @@ fields:
     type: string
     description: Fee billing unit
     section: Payment
-  - name: fill_in_value
+  - name: custom_fee_structure
     type: string
-    description: General fill-in value
+    description: Custom fee structure description (used with fee_is_other)
+    section: Payment
+  - name: use_limitations
+    type: string
+    description: Description of use limitations or prohibited uses of the Cloud Service
+    section: Service
+  - name: professional_services_billing
+    type: string
+    description: How professional services fees will be billed
+    section: Payment
+  - name: fee_increase_max_percent
+    type: string
+    description: Maximum fee increase percentage per renewal (used with fee_may_increase)
+    section: Payment
+  - name: fee_increase_percent
+    type: string
+    description: Fee increase percentage per renewal (used with fee_will_increase)
+    section: Payment
+  - 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_frequency
     type: string
     description: Payment frequency
@@ -124,6 +160,307 @@ fields:
     type: string
     description: DPA reference
     section: Privacy
+  - name: pilot_has_fee
+    type: boolean
+    description: >-
+      Set to true when the Pilot Period has an associated fee
+      (not a free trial).
+    section: Payment
+  - name: pilot_modifications
+    type: boolean
+    description: >-
+      Set to true when modifications to the Agreement apply only
+      during the Pilot Period.
+    section: Service
+  - name: fee_is_per_unit
+    type: boolean
+    description: >-
+      Set to true when fees are charged per unit (e.g., per user, per month).
+    section: Payment
+  - name: fee_is_other
+    type: boolean
+    description: >-
+      Set to true when a custom fee structure applies. Describe in
+      custom_fee_structure.
+    section: Payment
+  - name: fee_may_increase
+    type: boolean
+    description: >-
+      Set to true when fees may increase up to a specified percentage
+      upon renewal.
+    section: Payment
+  - name: fee_will_increase
+    type: boolean
+    description: >-
+      Set to true when fees will automatically increase upon renewal.
+    section: Payment
+  - name: fee_inclusive_of_taxes
+    type: boolean
+    description: >-
+      Set to true when fees are inclusive of taxes, modifying Section 4.1
+      of the Standard Terms.
+    section: Payment
+  - name: payment_by_invoice
+    type: boolean
+    description: >-
+      Set to true when payment is by invoice (not automatic payment).
+    section: Payment
+  - name: no_auto_renew
+    type: boolean
+    description: >-
+      Set to true when this Order Form does not automatically renew,
+      modifying Section 5.1 of the Standard Terms.
+    section: Terms
+  - name: has_target_uptime
+    type: boolean
+    description: >-
+      Set to true when a Target Uptime percentage is specified in
+      the SLA.
+    section: Service
+  - name: has_target_response_time
+    type: boolean
+    description: >-
+      Set to true when Target Response Times are specified in the SLA.
+    section: Service
+  - name: professional_services_by_reference
+    type: boolean
+    description: >-
+      Set to true when professional services are described by reference
+      to an external SOW or PSA.
+    section: Service
+  - name: professional_services_described
+    type: boolean
+    description: >-
+      Set to true when professional services are described inline
+      in the Order Form.
+    section: Service
+  - name: professional_services_payment
+    type: boolean
+    description: >-
+      Set to true when a separate payment process applies to
+      professional services.
+    section: Payment
+  - name: has_provider_covered_claims
+    type: boolean
+    description: >-
+      Set to true when Provider Covered Claims (IP indemnification)
+      are included.
+    section: Liability
+  - name: has_customer_covered_claims
+    type: boolean
+    description: >-
+      Set to true when Customer Covered Claims (IP and restrictions
+      indemnification) are included.
+    section: Liability
+  - 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 10 (Confidentiality) should be
+      classified as an Increased Claim (excluding data or 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 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 is an Increased Claim.
+    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_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_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_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 10 (Confidentiality) 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: additional_warranty_by_provider
+    type: boolean
+    description: >-
+      Set to true when Provider is providing additional warranties beyond
+      the Standard Terms.
+    section: Legal
+  - name: additional_warranty_by_customer
+    type: boolean
+    description: >-
+      Set to true when Customer is providing additional warranties beyond
+      the Standard Terms.
+    section: Legal
+  - name: security_reasonable_efforts
+    type: boolean
+    description: >-
+      Set to true when Provider will use commercially reasonable efforts
+      to secure the Cloud Service.
+    section: Security
+  - 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: insurance_commercial_liability
+    type: boolean
+    description: >-
+      Set to true when Provider must carry commercial general liability
+      insurance with a minimum limit.
+    section: Insurance
+  - name: insurance_workers_comp
+    type: boolean
+    description: >-
+      Set to true when Provider must carry workers' compensation or
+      employers' liability insurance.
+    section: Insurance
+  - name: insurance_errors_omissions
+    type: boolean
+    description: >-
+      Set to true when Provider must carry errors and omissions or
+      professional liability insurance.
+    section: Insurance
+  - name: insurance_cyber
+    type: boolean
+    description: >-
+      Set to true when Provider must carry cyber liability insurance
+      with a minimum limit.
+    section: Insurance
+  - name: insurance_additional_insured
+    type: boolean
+    description: >-
+      Set to true when Provider's policies will cover Customer as
+      additional insured.
+    section: Insurance
+  - name: additional_insured_commercial
+    type: boolean
+    description: >-
+      Set to true when Customer is additional insured on commercial
+      general liability policy.
+    section: Insurance
+  - name: additional_insured_eo
+    type: boolean
+    description: >-
+      Set to true when Customer is additional insured on errors and
+      omissions or professional liability policy.
+    section: Insurance
+  - name: additional_insured_cyber
+    type: boolean
+    description: >-
+      Set to true when Customer is additional insured on cyber
+      liability policy.
+    section: Insurance
   - name: support_start_time
     type: string
     description: Start time for support
@@ -148,6 +485,54 @@ fields:
     type: string
     description: Resolution time unit
     section: Service
+  - 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-csa-with-sla/replacements.json

@@ -2,6 +2,8 @@
   "{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}"
+  "[Describe Use Limitations, such as geographic restrictions, system requirements, etc.]": "{use_limitations}",
+  "[describe how services fees will be billed, for example \"Invoices for these services will be sent monthly.\"]": "{professional_services_billing}",
+  "up to [    ]% per renewal": "up to {fee_increase_max_percent}% per renewal",
+  "will increase [    ]% per renewal": "will increase {fee_increase_percent}% per renewal"
 }

package/content/templates/common-paper-csa-with-sla/selections.json

@@ -0,0 +1,257 @@
+{
+  "groups": [
+    {
+      "id": "order_start_date",
+      "type": "radio",
+      "options": [
+        { "marker": "Date of last signature on this Order Form", "trigger": "default" },
+        { "marker": "{custom_start_date}", "trigger": { "field": "custom_start_date" } }
+      ]
+    },
+    {
+      "id": "pilot_fee",
+      "type": "radio",
+      "options": [
+        { "marker": "Fee for Pilot Period:", "trigger": { "field": "pilot_has_fee", "equals": true } },
+        { "marker": "Free trial", "trigger": "default" }
+      ]
+    },
+    {
+      "id": "pilot_modifications",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Modifications to the Agreement that apply only to the Pilot Period", "trigger": { "field": "pilot_modifications" } }
+      ]
+    },
+    {
+      "id": "fee_structure",
+      "type": "checkbox",
+      "options": [
+        { "marker": "{fees} per {fee_unit}", "trigger": { "field": "fee_is_per_unit" } },
+        { "marker": "Other fee structure:", "trigger": { "field": "fee_is_other" } },
+        { "marker": "Fees may increase up to", "trigger": { "field": "fee_may_increase" } },
+        { "marker": "Fees will increase", "trigger": { "field": "fee_will_increase" } },
+        { "marker": "Modifying Section 4.1 of the Standard Terms, Fees are inclusive of taxes", "trigger": { "field": "fee_inclusive_of_taxes" } }
+      ]
+    },
+    {
+      "id": "payment_method",
+      "type": "radio",
+      "options": [
+        { "marker": "Pay by invoice", "trigger": { "field": "payment_by_invoice", "equals": true } },
+        { "marker": "Automatic payment", "trigger": "default" }
+      ]
+    },
+    {
+      "id": "auto_renewal",
+      "type": "radio",
+      "options": [
+        { "marker": "Non-Renewal Notice Date:", "trigger": "default" },
+        { "marker": "Modifying Section 5.1 of the Standard Terms, this Order Form does not automatically renew", "trigger": { "field": "no_auto_renew", "equals": true } }
+      ]
+    },
+    {
+      "id": "sla_terms",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Target Uptime:", "trigger": { "field": "has_target_uptime" } },
+        { "marker": "Target Response Time:", "trigger": { "field": "has_target_response_time" } }
+      ]
+    },
+    {
+      "id": "professional_services",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Provider will provide professional services according to the {professional_services_reference}", "trigger": { "field": "professional_services_by_reference" } },
+        { "marker": "Provider will provide the following professional services: {professional_services_description}", "trigger": { "field": "professional_services_described" } },
+        { "marker": "Payment Process for these services:", "trigger": { "field": "professional_services_payment" } }
+      ]
+    },
+    {
+      "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": "Provider Covered Claims:", "trigger": { "field": "has_provider_covered_claims" } },
+        { "marker": "Customer Covered Claims:", "trigger": { "field": "has_customer_covered_claims" } }
+      ]
+    },
+    {
+      "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 ${increased_cap_amount}", "trigger": { "field": "general_cap_type", "equals": "greater_of" } }
+      ]
+    },
+    {
+      "id": "increased_claims",
+      "type": "checkbox",
+      "cellContext": "no Increased Claims are included",
+      "options": [
+        { "marker": "Breach of Section 3 (Privacy & Security)", "trigger": { "field": "increased_claim_breach_privacy" } },
+        { "marker": "Breach of Section 10 (Confidentiality) (however, excluding any data or security breaches)", "trigger": { "field": "increased_claim_breach_conf" } },
+        { "marker": "indemnification obligation", "trigger": { "field": "increased_claim_indemnification" } },
+        { "marker": "Breach of Section 3 (Privacy & Security) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_privacy_gross" } },
+        { "marker": "Breach of Section 10 (Confidentiality) resulting from gross negligence", "trigger": { "field": "increased_claim_breach_conf_gross" } },
+        { "marker": "Other: {increased_claim_other_detail}", "trigger": { "field": "increased_claim_other" } }
+      ]
+    },
+    {
+      "id": "increased_cap",
+      "type": "radio",
+      "cellContext": "Increased Claims are included above",
+      "options": [
+        { "marker": "{cap_multiplier}x the Fees paid or payable by Customer to Provider", "trigger": { "field": "increased_cap_type", "equals": "multiplier" } },
+        { "marker": "${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 10 (Confidentiality) resulting from gross negligence", "trigger": { "field": "unlimited_claim_breach_conf_gross" } },
+        { "marker": "Breach of Section 3 (Privacy & Security)", "trigger": { "field": "unlimited_claim_breach_privacy" } },
+        { "marker": "Breach of Section 10 (Confidentiality) (however, excluding any data or security breaches)", "trigger": { "field": "unlimited_claim_breach_conf" } },
+        { "marker": "Other: {unlimited_claim_other_detail}", "trigger": { "field": "unlimited_claim_other" } }
+      ]
+    },
+    {
+      "id": "additional_warranties",
+      "type": "checkbox",
+      "options": [
+        { "marker": "By Provider:", "trigger": { "field": "additional_warranty_by_provider" } },
+        { "marker": "By Customer:", "trigger": { "field": "additional_warranty_by_customer" } }
+      ]
+    },
+    {
+      "id": "security_commitments",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Provider will use commercially reasonable efforts to secure the Cloud Service", "trigger": { "field": "security_reasonable_efforts" } },
+        { "marker": "Provider will comply with the 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": "insurance",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Commercial general liability with a minimum limit", "trigger": { "field": "insurance_commercial_liability" } },
+        { "marker": "Workers\u2019 compensation or employers\u2019 liability insurance", "trigger": { "field": "insurance_workers_comp" } },
+        { "marker": "Errors and omissions or professional liability with a minimum limit", "trigger": { "field": "insurance_errors_omissions" } },
+        { "marker": "Cyber liability insurance with a minimum limit", "trigger": { "field": "insurance_cyber" } },
+        { "marker": "The following of Provider\u2019s policies will cover Customer as additional insured", "trigger": { "field": "insurance_additional_insured" } }
+      ]
+    },
+    {
+      "id": "additional_insured_commercial",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Commercial general liability", "trigger": { "field": "additional_insured_commercial" } }
+      ]
+    },
+    {
+      "id": "additional_insured_eo",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Errors and omissions or professional liability", "trigger": { "field": "additional_insured_eo" } }
+      ]
+    },
+    {
+      "id": "additional_insured_cyber",
+      "type": "checkbox",
+      "standalone": true,
+      "options": [
+        { "marker": "Cyber liability", "trigger": { "field": "additional_insured_cyber" } }
+      ]
+    }
+  ]
+}