@open-agreements/open-agreements 0.2.2 → 0.3.1

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

@@ -50,10 +50,50 @@ 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: sla_terms
+    type: string
+    description: Service level terms describing uptime commitments, remedies for SLA breaches, and refund policies
+    section: Service
+  - 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 +164,296 @@ 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: 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: ai_policy_reference
     type: string
     description: Reference to AI usage policy (URL or attached)
@@ -132,6 +462,136 @@ fields:
     type: string
     description: Additional AI-specific terms
     section: Legal
+  - name: ai_training_data_none
+    type: boolean
+    description: >-
+      Set to true when no customer data may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_usage
+    type: boolean
+    description: >-
+      Set to true when Usage Data may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_feedback
+    type: boolean
+    description: >-
+      Set to true when Feedback may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_input
+    type: boolean
+    description: >-
+      Set to true when Input may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_output
+    type: boolean
+    description: >-
+      Set to true when Output may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_user_prompts
+    type: boolean
+    description: >-
+      Set to true when User prompts (excluding other Input components)
+      may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_customer_content
+    type: boolean
+    description: >-
+      Set to true when Customer Content may be used as AI Training Data.
+    section: AI Terms
+  - name: ai_training_data_other
+    type: boolean
+    description: >-
+      Set to true to include additional AI Training Data categories.
+      Specify in ai_additional_terms.
+    section: AI Terms
+  - name: ai_training_data_aggregated
+    type: boolean
+    description: >-
+      Set to true when Training Data must be aggregated before use.
+    section: AI Terms
+  - name: ai_training_data_deidentified
+    type: boolean
+    description: >-
+      Set to true when Training Data must be de-identified before use.
+    section: AI Terms
+  - name: ai_training_data_deidentify_efforts
+    type: boolean
+    description: >-
+      Set to true when Provider will use commercially reasonable efforts
+      to de-identify Training Data using industry standard technology.
+    section: AI Terms
+  - name: ai_training_restrictions_other
+    type: boolean
+    description: >-
+      Set to true to include additional AI Training Data restrictions.
+      Specify in ai_additional_terms.
+    section: AI Terms
+  - name: ai_provider_covered_claims
+    type: boolean
+    description: >-
+      Set to true when AI-specific Provider Covered Claims (Output IP
+      infringement) are included in the AI Addendum.
+    section: AI Terms
+  - name: ai_customer_covered_claims
+    type: boolean
+    description: >-
+      Set to true when AI-specific Customer Covered Claims (Input IP
+      infringement and usage violations) are included in the AI Addendum.
+    section: AI Terms
+  - name: ai_acceptable_use_policy
+    type: boolean
+    description: >-
+      Set to true when use of AI Services is subject to an Acceptable
+      Use Policy at the specified ai_policy_reference.
+    section: AI Terms
+  - 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-ai/replacements.json

@@ -2,6 +2,9 @@
   "{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}",
+  "[Provider will use commercially reasonable efforts to provide and maintain the Cloud Service without excessive errors and interruptions. If Provider does not meet the SLA in two consecutive months or over three months in any 12-month period, then Customer may, as its only remedy, terminate this Order Form upon notice and receive a prorated refund of prepaid Fees for the remainder of the Subscription Period.]": "{sla_terms}",
+  "up to [    ]% per renewal": "up to {fee_increase_max_percent}% per renewal",
+  "will increase [    ]% per renewal": "will increase {fee_increase_percent}% per renewal"
 }