@open-agreements/open-agreements 0.2.2 → 0.3.1

package/content/templates/common-paper-order-form/metadata.yaml

@@ -50,10 +50,18 @@ fields:
     type: string
     description: Fee billing unit (e.g. "year", "month", "User")
     section: Payment
-  - name: fill_in_value
+  - name: custom_fee_structure
     type: string
-    description: General fill-in value for customizable sections
-    section: Terms
+    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 (e.g. "Invoices for these services will be sent monthly.")
+    section: Payment
   - name: payment_frequency
     type: string
     description: Payment frequency (e.g. "monthly", "quarterly", "annually")
@@ -66,6 +74,10 @@ fields:
     type: string
     description: When payment terms start (e.g. "Customer's receipt of invoice")
     section: Payment
+  - name: sla_terms
+    type: string
+    description: Service level terms describing uptime commitments, remedies for SLA breaches, and refund policies
+    section: Service
   - name: technical_support
     type: string
     description: Description of included support
@@ -78,6 +90,106 @@ fields:
     type: string
     description: Reference to SOW or PSA for professional services
     section: Service
+  - name: pilot_has_fee
+    type: boolean
+    description: Whether pilot period has a fee (vs. free trial)
+    section: Service
+  - name: fee_is_per_unit
+    type: boolean
+    description: Fees charged per unit
+    section: Payment
+  - name: fee_is_other
+    type: boolean
+    description: Other fee structure applies
+    section: Payment
+  - name: fee_may_increase
+    type: boolean
+    description: Fees may increase up to a percentage per renewal
+    section: Payment
+  - name: fee_will_increase
+    type: boolean
+    description: Fees will increase a fixed percentage per renewal
+    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: fee_inclusive_of_taxes
+    type: boolean
+    description: Fees are inclusive of taxes (modifies Standard Terms Section 4.1)
+    section: Payment
+  - name: payment_by_invoice
+    type: boolean
+    description: Payment by invoice (vs. automatic payment)
+    section: Payment
+  - name: no_auto_renew
+    type: boolean
+    description: Order Form does not automatically renew
+    section: Terms
+  - name: professional_services_by_reference
+    type: boolean
+    description: Professional services per referenced SOW/PSA
+    section: Service
+  - name: professional_services_described
+    type: boolean
+    description: Professional services described inline
+    section: Service
+  - name: professional_services_payment
+    type: boolean
+    description: Payment process for professional services described
+    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-order-form/replacements.json

@@ -1,5 +1,8 @@
 {
   "[ # ]": "{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"
 }

package/content/templates/common-paper-order-form/selections.json

@@ -0,0 +1,56 @@
+{
+  "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": "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": "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" } }
+      ]
+    }
+  ]
+}

package/content/templates/common-paper-order-form-with-sla/README.md

@@ -36,6 +36,24 @@ An order form with service level agreement provisions, based on [Common Paper's]
 | `response_time_unit` | string | no | Response time unit |
 | `resolution_time_unit` | string | no | Resolution time unit |
 
+
+### 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 Order Form with SLA, available at https://commonpaper.com.

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

@@ -50,10 +50,22 @@ fields:
     type: string
     description: Fee billing unit (e.g. "year", "month", "User")
     section: Payment
-  - name: fill_in_value
+  - name: custom_fee_structure
     type: string
-    description: General fill-in value for customizable sections
-    section: Terms
+    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 (e.g. "Invoices for these services will be sent monthly.")
+    section: Payment
+  - name: target_uptime_percent
+    type: string
+    description: Target uptime percentage for the SLA (e.g. "99.9")
+    section: Service
   - name: payment_frequency
     type: string
     description: Payment frequency (e.g. "monthly", "quarterly", "annually")
@@ -94,6 +106,10 @@ fields:
     type: string
     description: Timezone for support hours
     section: Service
+  - name: support_request_process
+    type: string
+    description: How customers request support or file incident tickets (e.g. email address, helpdesk URL)
+    section: Service
   - name: response_time_unit
     type: string
     description: Unit for response time targets (e.g. "minutes", "hours", "days")
@@ -102,6 +118,136 @@ fields:
     type: string
     description: Unit for resolution time targets (e.g. "hours", "days")
     section: Service
+  - 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: 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_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: 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: 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-order-form-with-sla/replacements.json

@@ -1,5 +1,9 @@
 {
   "[ # ]": "{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}"
+  "[__]": "{target_uptime_percent}",
+  "[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}",
+  "[ fill in how customers request support or file an incident ticket, e.g., email support@companyname.com or visit www.companyname.com/helpdesk to submit a ticket ]": "{support_request_process}",
+  "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-order-form-with-sla/selections.json

@@ -0,0 +1,64 @@
+{
+  "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": "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" } }
+      ]
+    }
+  ]
+}

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

@@ -28,6 +28,24 @@ A partnership agreement based on [Common Paper's](https://commonpaper.com) stand
 | `governing_law` | string | yes | Governing law |
 | `jurisdiction` | string | yes | Jurisdiction |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_signatory_type` | enum (`entity` / `individual`) | no | Whether the Company signatory is an entity or individual (default: `entity`) |
+| `company_signatory_name` | string | no | Full legal name of the Company's signatory |
+| `company_signatory_title` | string | no | Title/role of the Company's signatory (entity only) |
+| `company_signatory_company` | string | no | Company name for the Company signatory (entity only) |
+| `company_signatory_email` | string | no | Notice email address for the Company |
+| `partner_signatory_type` | enum (`entity` / `individual`) | no | Whether the Partner signatory is an entity or individual (default: `entity`) |
+| `partner_signatory_name` | string | no | Full legal name of the Partner's signatory |
+| `partner_signatory_title` | string | no | Title/role of the Partner's signatory (entity only) |
+| `partner_signatory_company` | string | no | Company name for the Partner signatory (entity only) |
+| `partner_signatory_email` | string | no | Notice email address for the Partner |
+
+> **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 Partnership Agreement, available at https://commonpaper.com.