fraim-framework 2.0.55 → 2.0.56

package/dist/registry/templates/legal/contract-review-checklist.md

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+# Contract Review Checklist
+
+Use this checklist to ensure comprehensive contract review coverage.
+
+## Pre-Review Setup
+- [ ] Document types identified (SOW, NDA, T&C, MSA, etc.)
+- [ ] Business context understood (service type, customer profile, engagement value)
+- [ ] Review objectives clarified with stakeholder
+- [ ] Supporting documents gathered (pricing strategy, previous contracts)
+
+## Legal Protection Review
+
+### Intellectual Property
+- [ ] Platform/service IP ownership clearly retained by provider
+- [ ] Work product ownership clearly defined
+- [ ] Improvement and derivative rights addressed
+- [ ] Confidentiality obligations are mutual (not one-way)
+- [ ] Trade secret protections included
+- [ ] Feedback usage rights secured
+
+### Liability Protection
+- [ ] Liability limitations present and enforceable
+- [ ] Consequential damages excluded
+- [ ] Warranty disclaimers included
+- [ ] Maximum liability caps appropriate
+- [ ] Professional liability considerations addressed
+- [ ] Force majeure protections included
+
+### Indemnification
+- [ ] Customer indemnifies for misuse and violations
+- [ ] Provider indemnification limited to IP infringement
+- [ ] Indemnification procedures clearly defined
+- [ ] Defense and settlement control addressed
+- [ ] Insurance requirements reasonable
+
+### Data Protection
+- [ ] Data processing purposes limited
+- [ ] Data retention minimized
+- [ ] Security commitments realistic
+- [ ] Breach notification procedures defined
+- [ ] Privacy compliance addressed (GDPR, CCPA, etc.)
+
+## Business Terms Review
+
+### Pricing & Payment
+- [ ] Pricing model aligns with value delivery
+- [ ] Payment terms favor cash flow
+- [ ] Late payment penalties included
+- [ ] Price adjustment mechanisms present
+- [ ] Scope change pricing addressed
+- [ ] Currency and tax implications clear
+
+### Scope Definition
+- [ ] In-scope items clearly defined
+- [ ] Out-of-scope items explicitly listed
+- [ ] Deliverable specifications detailed
+- [ ] Success criteria measurable
+- [ ] Acceptance procedures defined
+- [ ] Change management process included
+
+### Service Levels
+- [ ] Availability commitments realistic
+- [ ] Support obligations achievable
+- [ ] Response time commitments reasonable
+- [ ] Escalation procedures defined
+- [ ] Service credits/penalties appropriate
+- [ ] Maintenance windows specified
+
+### Responsibilities
+- [ ] Provider responsibilities clearly bounded
+- [ ] Customer responsibilities explicitly stated
+- [ ] Advisory vs. delivery roles distinguished
+- [ ] Communication requirements reasonable
+- [ ] Reporting obligations manageable
+- [ ] Decision-making authority clear
+
+## Strategic Positioning Review
+
+### Growth Enablement
+- [ ] Expansion mechanisms included
+- [ ] Renewal terms favorable
+- [ ] Additional services pathway clear
+- [ ] Volume discount structures present
+- [ ] Multi-year commitment incentives
+- [ ] Upselling opportunities preserved
+
+### Professional Positioning
+- [ ] Language establishes expertise and authority
+- [ ] Value proposition clearly communicated
+- [ ] Competitive differentiation evident
+- [ ] Brand protection adequate
+- [ ] Reference and testimonial rights secured
+- [ ] Case study development enabled
+
+### Relationship Management
+- [ ] Governance structure appropriate
+- [ ] Communication protocols defined
+- [ ] Conflict resolution mechanisms present
+- [ ] Relationship review processes included
+- [ ] Feedback collection methods specified
+- [ ] Continuous improvement provisions
+
+## Risk Assessment
+
+### Critical Risks (Must Fix)
+- [ ] Unlimited liability exposure
+- [ ] IP ownership confusion
+- [ ] Regulatory compliance gaps
+- [ ] Unfavorable termination terms
+- [ ] Scope creep vulnerabilities
+- [ ] Payment collection risks
+
+### Important Improvements (Should Fix)
+- [ ] Enhanced liability protections
+- [ ] Better pricing mechanisms
+- [ ] Clearer success metrics
+- [ ] Stronger confidentiality terms
+- [ ] Improved change management
+- [ ] Professional presentation issues
+
+### Optimization Opportunities (Could Fix)
+- [ ] Competitive positioning refinements
+- [ ] Expansion mechanism enhancements
+- [ ] Operational efficiency improvements
+- [ ] Relationship development opportunities
+- [ ] Market positioning advantages
+- [ ] Future-proofing considerations
+
+## Document-Specific Checklists
+
+### SOW Specific
+- [ ] Engagement summary clear and compelling
+- [ ] Delivery model well-defined
+- [ ] Success metrics measurable and achievable
+- [ ] Pricing structure supports business model
+- [ ] Cancellation terms protect both parties
+- [ ] Signature block professional and complete
+
+### NDA Specific
+- [ ] Confidentiality obligations are mutual
+- [ ] Confidential information properly defined
+- [ ] Standard carve-outs included (public info, independently developed)
+- [ ] Term duration appropriate
+- [ ] Return/destruction obligations clear
+- [ ] Remedies and enforcement provisions present
+
+### Terms & Conditions Specific
+- [ ] Service description accurate and complete
+- [ ] Acceptable use policy comprehensive
+- [ ] Termination procedures clear
+- [ ] Dispute resolution mechanisms defined
+- [ ] Governing law and jurisdiction appropriate
+- [ ] Modification procedures specified
+
+## Industry-Specific Considerations
+
+### Financial Services
+- [ ] Regulatory compliance requirements addressed
+- [ ] Data security standards met (SOX, PCI-DSS)
+- [ ] Audit and examination rights limited
+- [ ] Business continuity provisions included
+- [ ] Third-party risk management addressed
+
+### Healthcare
+- [ ] HIPAA compliance requirements met
+- [ ] PHI handling procedures defined
+- [ ] Business associate agreement included
+- [ ] Security incident response procedures
+- [ ] Audit and monitoring provisions
+
+### Technology/SaaS
+- [ ] Software licensing terms clear
+- [ ] API usage rights and limitations
+- [ ] Integration responsibilities defined
+- [ ] Data portability provisions included
+- [ ] Service level agreements realistic
+
+## Final Review Steps
+- [ ] All template variables replaced with actual values
+- [ ] Cross-references between documents consistent
+- [ ] Professional formatting and presentation
+- [ ] Legal review completed (if required)
+- [ ] Business stakeholder approval obtained
+- [ ] Negotiation strategy developed
+- [ ] Implementation timeline established
+
+## Post-Review Actions
+- [ ] Review summary document created
+- [ ] Recommendations prioritized and categorized
+- [ ] Implementation plan developed
+- [ ] Negotiation talking points prepared
+- [ ] Alternative positions identified
+- [ ] Success metrics for contract performance defined

package/dist/registry/templates/legal/review-report-template.md

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+# Contract Review Report
+
+**Document(s) Reviewed:** [DOCUMENT_NAMES]
+**Review Date:** [DATE]
+**Reviewer:** [REVIEWER_NAME]
+**Business Context:** [ENGAGEMENT_DESCRIPTION]
+
+---
+
+## Executive Summary
+
+### Overall Assessment
+[HIGH-LEVEL EVALUATION - Recommend to sign as-is, sign with modifications, or significant rework needed]
+
+### Key Findings
+- **Legal Protection:** [STRONG/ADEQUATE/WEAK] - [Brief explanation]
+- **Business Terms:** [FAVORABLE/REASONABLE/CONCERNING] - [Brief explanation]  
+- **Strategic Position:** [EXCELLENT/GOOD/NEEDS WORK] - [Brief explanation]
+- **Risk Level:** [LOW/MEDIUM/HIGH] - [Brief explanation]
+
+### Bottom Line Recommendation
+[Clear recommendation with 1-2 sentence rationale]
+
+---
+
+## Critical Issues (Must Address Before Signing)
+
+### 1. [ISSUE_TITLE]
+**Risk Level:** Critical
+**Impact:** [Specific business/legal impact]
+**Current Language:** "[Quote problematic language]"
+**Recommendation:** [Specific fix needed]
+**Rationale:** [Why this is critical]
+
+### 2. [ISSUE_TITLE]
+**Risk Level:** Critical
+**Impact:** [Specific business/legal impact]
+**Current Language:** "[Quote problematic language]"
+**Recommendation:** [Specific fix needed]
+**Rationale:** [Why this is critical]
+
+---
+
+## Important Improvements (Should Address)
+
+### 1. [ISSUE_TITLE]
+**Risk Level:** Important
+**Impact:** [Specific business/legal impact]
+**Current Language:** "[Quote current language or note absence]"
+**Recommendation:** [Specific improvement needed]
+**Business Benefit:** [How this helps the business]
+
+### 2. [ISSUE_TITLE]
+**Risk Level:** Important
+**Impact:** [Specific business/legal impact]
+**Current Language:** "[Quote current language or note absence]"
+**Recommendation:** [Specific improvement needed]
+**Business Benefit:** [How this helps the business]
+
+---
+
+## Optimization Opportunities (Could Address)
+
+### 1. [ISSUE_TITLE]
+**Impact:** [Minor improvement potential]
+**Recommendation:** [Optional enhancement]
+**Benefit:** [Small advantage gained]
+
+### 2. [ISSUE_TITLE]
+**Impact:** [Minor improvement potential]
+**Recommendation:** [Optional enhancement]
+**Benefit:** [Small advantage gained]
+
+---
+
+## Detailed Analysis by Section
+
+### Legal Protection Assessment
+
+#### Intellectual Property
+- **Platform Ownership:** [PROTECTED/AT RISK] - [Explanation]
+- **Work Product Rights:** [CLEAR/UNCLEAR] - [Explanation]
+- **Confidentiality:** [STRONG/ADEQUATE/WEAK] - [Explanation]
+- **Recommendations:** [Specific IP improvements needed]
+
+#### Liability Protection
+- **Limitation Clauses:** [PRESENT/ABSENT/INADEQUATE] - [Explanation]
+- **Warranty Disclaimers:** [COMPREHENSIVE/PARTIAL/MISSING] - [Explanation]
+- **Maximum Exposure:** [ACCEPTABLE/CONCERNING/UNLIMITED] - [Explanation]
+- **Recommendations:** [Specific liability improvements needed]
+
+#### Data Protection
+- **Retention Policy:** [MINIMAL/STANDARD/EXCESSIVE] - [Explanation]
+- **Processing Limits:** [CLEAR/VAGUE/ABSENT] - [Explanation]
+- **Security Commitments:** [REALISTIC/AGGRESSIVE/MISSING] - [Explanation]
+- **Recommendations:** [Specific data protection improvements needed]
+
+### Business Terms Assessment
+
+#### Pricing Structure
+- **Model Alignment:** [EXCELLENT/GOOD/POOR] - [Explanation]
+- **Adjustment Mechanisms:** [FLEXIBLE/RIGID/ABSENT] - [Explanation]
+- **Payment Terms:** [FAVORABLE/STANDARD/CONCERNING] - [Explanation]
+- **Recommendations:** [Specific pricing improvements needed]
+
+#### Scope Definition
+- **Boundary Clarity:** [CRYSTAL CLEAR/ADEQUATE/VAGUE] - [Explanation]
+- **Success Metrics:** [MEASURABLE/SUBJECTIVE/MISSING] - [Explanation]
+- **Change Management:** [STRUCTURED/INFORMAL/ABSENT] - [Explanation]
+- **Recommendations:** [Specific scope improvements needed]
+
+#### Service Commitments
+- **Availability:** [REALISTIC/AGGRESSIVE/UNDEFINED] - [Explanation]
+- **Support Obligations:** [MANAGEABLE/CHALLENGING/EXCESSIVE] - [Explanation]
+- **Response Times:** [ACHIEVABLE/TIGHT/UNREALISTIC] - [Explanation]
+- **Recommendations:** [Specific service level improvements needed]
+
+### Strategic Positioning Assessment
+
+#### Growth Enablement
+- **Expansion Mechanisms:** [BUILT-IN/LIMITED/ABSENT] - [Explanation]
+- **Renewal Positioning:** [STRONG/ADEQUATE/WEAK] - [Explanation]
+- **Upselling Opportunities:** [PRESERVED/CONSTRAINED/BLOCKED] - [Explanation]
+- **Recommendations:** [Specific growth improvements needed]
+
+#### Professional Positioning
+- **Authority Establishment:** [STRONG/ADEQUATE/WEAK] - [Explanation]
+- **Value Communication:** [CLEAR/IMPLICIT/MISSING] - [Explanation]
+- **Competitive Differentiation:** [EVIDENT/SUBTLE/ABSENT] - [Explanation]
+- **Recommendations:** [Specific positioning improvements needed]
+
+---
+
+## Risk Assessment Matrix
+
+### High Impact + High Probability (Address Immediately)
+- [RISK_1]: [Impact] - [Likelihood] - [Mitigation]
+- [RISK_2]: [Impact] - [Likelihood] - [Mitigation]
+
+### High Impact + Low Probability (Monitor Closely)
+- [RISK_1]: [Impact] - [Likelihood] - [Mitigation]
+- [RISK_2]: [Impact] - [Likelihood] - [Mitigation]
+
+### Low Impact + High Probability (Manage Routinely)
+- [RISK_1]: [Impact] - [Likelihood] - [Mitigation]
+
+---
+
+## Implementation Recommendations
+
+### Immediate Actions (Before Signing)
+1. **[ACTION_1]** - [Rationale] - [Implementation approach]
+2. **[ACTION_2]** - [Rationale] - [Implementation approach]
+3. **[ACTION_3]** - [Rationale] - [Implementation approach]
+
+### Negotiation Strategy
+- **Must-Have Items:** [Non-negotiable changes]
+- **Nice-to-Have Items:** [Preferred improvements]
+- **Fallback Positions:** [Alternative approaches if primary requests rejected]
+- **Relationship Considerations:** [How to maintain positive relationship during negotiations]
+
+### Future Considerations
+- **Next Contract Cycle:** [Improvements for renewal/next engagement]
+- **Template Updates:** [Changes to standard templates based on this review]
+- **Process Improvements:** [Better practices for future contract development]
+
+---
+
+## Appendices
+
+### A. Specific Language Recommendations
+[Exact text suggestions for critical changes]
+
+### B. Industry Benchmarking
+[How terms compare to industry standards]
+
+### C. Alternative Approaches
+[Different ways to address key issues]
+
+### D. Reference Materials
+[Relevant legal precedents, industry standards, or best practices]
+
+---
+
+## Review Completion Checklist
+- [ ] All critical issues identified and documented
+- [ ] Business impact clearly explained for each issue
+- [ ] Specific recommendations provided
+- [ ] Implementation guidance included
+- [ ] Negotiation strategy developed
+- [ ] Risk assessment completed
+- [ ] Executive summary written for stakeholder review
+- [ ] Next steps clearly defined
+
+---
+
+**Reviewer Signature:** [SIGNATURE]
+**Date:** [DATE]

package/dist/registry/templates/legal/saas-terms-template.md

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+# [SERVICE_NAME] SaaS Terms and Conditions
+
+**Effective Date:** [DATE]
+
+**Provider:** [PROVIDER_LEGAL_NAME] ("Provider", "we", "us", "our")
+
+**Customer:** [CUSTOMER_LEGAL_NAME] ("Customer", "you", "your")
+
+---
+
+## 1. ACCEPTANCE OF TERMS
+
+By accessing or using the [SERVICE_NAME] platform ("Service"), you agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, do not use the Service.
+
+---
+
+## 2. SERVICE DESCRIPTION
+
+### 2.1 [SERVICE_NAME] Platform
+[SERVICE_NAME] is a Software-as-a-Service platform that provides [SERVICE_DESCRIPTION].
+
+### 2.2 Service Components
+- [SERVICE_COMPONENT_1]
+- [SERVICE_COMPONENT_2]
+- [SERVICE_COMPONENT_3]
+- [SERVICE_COMPONENT_4]
+
+---
+
+## 3. INTELLECTUAL PROPERTY RIGHTS
+
+### 3.1 Provider IP
+Provider retains all right, title, and interest in and to:
+- The [SERVICE_NAME] platform, software, and technology
+- All workflows, templates, and methodologies
+- Training materials and documentation
+- Any improvements, enhancements, or derivatives of the above
+
+### 3.2 Customer IP
+Customer retains ownership of:
+- Customer's pre-existing intellectual property
+- Customer data and content uploaded to the Service
+- Work product created by Customer using the Service
+
+### 3.3 Feedback and Improvements
+Any feedback, suggestions, or improvements provided by Customer may be used by Provider without restriction or compensation to enhance the Service.
+
+---
+
+## 4. DATA PROTECTION AND PRIVACY
+
+### 4.1 Data Processing
+Provider will process Customer data solely for the purpose of providing the Service and will not use Customer data for any other purpose without explicit consent.
+
+### 4.2 Data Retention
+[DATA_RETENTION_POLICY - Options:
+- Minimal: "The only customer data that will be retained by the provider is email address and repo metadata (name, url). No other customer data will be retained longer than 24 hours."
+- Standard: "Customer data will be retained for the duration of the service agreement and for 30 days thereafter, unless otherwise specified or required by law."
+- Custom: "[SPECIFIC_RETENTION_POLICY]"]
+
+---
+
+## 5. LIMITATION OF LIABILITY
+
+### 5.1 Disclaimer of Warranties
+THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
+
+### 5.2 Limitation of Damages
+IN NO EVENT SHALL PROVIDER BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, OR USE, ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE.
+
+### 5.3 Maximum Liability
+[LIABILITY_OPTION - Choose one:
+- Zero Liability: "PROVIDER HAS NO LIABILITY FOR ANY CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE."
+- Capped Liability: "PROVIDER'S TOTAL LIABILITY FOR ANY CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNT PAID BY CUSTOMER TO PROVIDER IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM."
+- Custom: "[CUSTOM_LIABILITY_LIMIT]"]
+
+---
+
+## 6. INDEMNIFICATION
+
+### 6.1 Customer Indemnification
+Customer agrees to indemnify, defend, and hold harmless Provider from and against any claims, damages, losses, and expenses arising from:
+- Customer's use of the Service in violation of these Terms
+- Customer's violation of any third-party rights
+- Customer's negligent or wrongful acts
+
+### 6.2 Provider Indemnification
+Provider agrees to indemnify Customer against third-party claims that the Service infringes a valid patent, copyright, or trademark, provided Customer:
+- Promptly notifies Provider of the claim
+- Grants Provider sole control of the defense and settlement
+- Provides reasonable cooperation
+
+---
+
+## 7. SERVICE LEVEL AND SUPPORT
+
+### 7.1 Availability
+[AVAILABILITY_COMMITMENT - Options:
+- Minimal: "Provider will use commercially reasonable efforts to maintain Service availability."
+- Standard: "Provider will use commercially reasonable efforts to maintain Service availability of 99.5% uptime, measured monthly, excluding scheduled maintenance."
+- Custom: "[SPECIFIC_SLA]"]
+
+### 7.2 Support
+[SUPPORT_COMMITMENT - Options:
+- Basic: "Support is provided during business hours ([TIMEZONE], [DAYS])"
+- Standard: "Support is provided during business hours ([TIMEZONE], [DAYS]) with email support response within 24 hours and critical issue response within 4 hours"
+- Custom: "[SPECIFIC_SUPPORT_TERMS]"]
+
+### 7.3 Maintenance
+Provider reserves the right to perform scheduled maintenance with advance notice and emergency maintenance as needed.
+
+---
+
+## 8. ACCEPTABLE USE POLICY
+
+Customer agrees not to:
+- Use the Service for any illegal or unauthorized purpose
+- Attempt to gain unauthorized access to the Service or related systems
+- Interfere with or disrupt the Service or servers
+- Upload malicious code, viruses, or harmful content
+- Reverse engineer, decompile, or attempt to extract source code
+- Resell, redistribute, or sublicense the Service without authorization
+
+---
+
+## 9. TERMINATION
+
+### 9.1 Termination Rights
+Either party may terminate the service agreement with written notice as specified in the Service Agreement.
+
+### 9.2 Effect of Termination
+Upon termination:
+- Customer's access to the Service will cease
+- Customer data will be available for download for 30 days
+- All payment obligations through the termination date remain due
+- Sections 3, 5, 6, and 10 shall survive termination
+
+---
+
+## 10. GENERAL PROVISIONS
+
+### 10.1 Governing Law
+These Terms shall be governed by and construed in accordance with the laws of [JURISDICTION], without regard to conflict of law principles.
+
+### 10.2 Dispute Resolution
+Any disputes arising under these Terms shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.
+
+### 10.3 Force Majeure
+Neither party shall be liable for any failure or delay in performance due to circumstances beyond their reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, or government actions.
+
+### 10.4 Entire Agreement
+These Terms, together with the Service Agreement, constitute the entire agreement between the parties and supersede all prior agreements and understandings.
+
+### 10.5 Modifications
+Provider may modify these Terms by providing 30 days' written notice. Continued use of the Service after such notice constitutes acceptance of the modified Terms.
+
+### 10.6 Severability
+If any provision of these Terms is found to be unenforceable, the remaining provisions shall remain in full force and effect.
+
+### 10.7 Assignment
+Customer may not assign these Terms without Provider's prior written consent. Provider may assign these Terms without restriction.
+
+---
+
+## 11. CONTACT INFORMATION
+
+For questions about these Terms, please contact:
+
+**[PROVIDER_LEGAL_NAME]**
+Email: [CONTACT_EMAIL]
+
+---
+
+**Last Updated:** [DATE]

package/dist/registry/templates/legal/sow-template.md

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+# Statement of Work (SOW) — [SERVICE_NAME]
+
+**Customer:** [CUSTOMER_LEGAL_NAME] ("Customer")
+
+**Provider:** [PROVIDER_LEGAL_NAME] ("Provider")
+
+**Effective Date:** [DATE]
+
+---
+
+## 1) Engagement Summary
+
+### 1.1 Objective
+
+Provider will deliver [SERVICE_DESCRIPTION] and [TRAINING_DESCRIPTION].
+
+### 1.2 Delivery Model
+
+Provider will provide [DELIVERY_METHOD] to nominated employees, hereby called the "Delivery Team". The Delivery Team will:
+
+* [CUSTOMER_RESPONSIBILITY_1]
+* [CUSTOMER_RESPONSIBILITY_2]
+* [CUSTOMER_RESPONSIBILITY_3]
+* retain full responsibility for delivery, decisions, and outcomes.
+
+**[SERVICE_TYPE] Advisory Role:**
+
+The Provider's role in [SERVICE_AREA] is advisory and educational. Provider will:
+* [ADVISORY_ROLE_1]
+* [ADVISORY_ROLE_2]
+* [ADVISORY_ROLE_3]
+* [ADVISORY_ROLE_4]
+
+The Customer retains full responsibility for [CUSTOMER_DELIVERY_RESPONSIBILITY].
+
+---
+
+## 2) Scope of Work
+
+### 2.1 In Scope (High Level)
+
+Provider will deliver:
+
+* **[SERVICE_COMPONENT_1]** to nominated employees of the Customer
+* **[SERVICE_COMPONENT_2]** with [DELIVERY_FREQUENCY] and [SUPPORT_TYPE]
+* **[SERVICE_COMPONENT_3]**: [DETAILED_DESCRIPTION]
+* **[SERVICE_COMPONENT_4]**: [CUSTOMIZATION_DESCRIPTION] (Provider reserves the right to make the determination, in consultation with the Customer)
+* **[SERVICE_COMPONENT_5]**: [REVIEW_SCHEDULE] with [COACHING_TYPE]
+
+### 2.2 Out of Scope for Provider (Unless Added by Change Order)
+
+* [OUT_OF_SCOPE_1]
+* [OUT_OF_SCOPE_2]
+* [OUT_OF_SCOPE_3]
+* [OUT_OF_SCOPE_4]
+
+---
+
+## 3) Pricing and Cancellation Policy
+
+### 3.1 Current Pricing
+
+For the next [DURATION], [SERVICE_NAME] licenses are priced at the discounted rate of $[LICENSE_PRICE] per user per month. 
+For the next [DURATION], [SERVICE_NAME] and [TRAINING_TYPE] are priced at $[TRAINING_PRICE] per month.
+Customer and Provider will reevaluate pricing at the end of that period based on value delivered and need.
+Payment is due on the first day of every month and covers services for that month.
+
+### 3.2 Changes in Scope
+
+At any time, if the Customer feels the need to change scope in employee count or Provider responsibility, the Provider shall be amenable to such discussions and coming up with mutually acceptable terms.
+
+### 3.3 Cancellation Policy
+
+Customer can decide to terminate the relationship with Provider at any time with a written notice. Cancellation will take place at the end of said month and services and license will continue through that period, after which both shall be suspended.
+
+---
+
+## 4) Success Metrics & Evaluation
+
+### 4.1 Training Success Indicators
+- [SUCCESS_METRIC_1]
+- [SUCCESS_METRIC_2]
+- [SUCCESS_METRIC_3]
+
+### 4.2 Project Success Indicators
+- [PROJECT_METRIC_1]
+- [PROJECT_METRIC_2]
+- [PROJECT_METRIC_3]
+
+---
+
+## 5) Intellectual Property, Confidentiality, and Work Product
+
+Unless otherwise stated:
+
+* Customer owns the Work Product and deliverables resulting from the usage of [SERVICE_NAME] for the Customer project.
+* Provider retains ownership of [SERVICE_NAME], improvements to the platform, trainings and coaching material used with the Customer.
+
+---
+
+## 6) Signatures
+
+**Customer: [CUSTOMER_LEGAL_NAME]**
+
+By: ________________________
+
+Name/Title: __________________
+
+Date: _______________________
+
+**Provider: [PROVIDER_LEGAL_NAME]**
+
+By: ________________________
+
+Name/Title: __________________
+
+Date: _______________________