open-agreements 0.1.0

package/templates/common-paper-business-associate-agreement/README.md

@@ -0,0 +1,29 @@
+# Common Paper Business Associate Agreement
+
+A HIPAA business associate agreement based on [Common Paper's](https://commonpaper.com) standard terms. Covers the use and protection of protected health information (PHI) between a covered entity and a business associate.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/business-associate-agreement/1.0
+- **Version**: 1.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_name` | string | yes | Official company name |
+| `party_role` | string | yes | Role in the agreement (Business Associate or Covered Entity) |
+| `principal_agreement` | string | yes | Reference to the principal agreement |
+| `subcontractor_role` | string | no | Role of subcontractors |
+| `free_text` | string | no | Free text entry |
+| `aggregation_restrictions` | string | no | Specific aggregation restrictions |
+| `offshoring_restrictions` | string | no | Specific offshoring rights or restrictions |
+| `breach_notification_unit` | string | no | Unit for breach notification period |
+| `fill_in_value` | string | no | General fill-in value |
+| `custom_effective_date` | string | no | Custom effective date |
+
+## Attribution
+
+Based on the Common Paper Business Associate Agreement, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/templates/common-paper-business-associate-agreement/metadata.yaml

@@ -0,0 +1,63 @@
+name: Common Paper Business Associate Agreement
+description: >-
+  A HIPAA business associate agreement cover page and standard terms, based on
+  Common Paper's standard form. Covers the use and protection of protected
+  health information (PHI) between a covered entity and a business associate.
+source_url: https://commonpaper.com/standards/business-associate-agreement/1.0
+version: "1.0"
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper Business Associate Agreement, available at
+  https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common Paper, Inc.
+fields:
+  - name: company_name
+    type: string
+    description: Official company name
+    required: true
+    section: Parties
+  - name: party_role
+    type: string
+    description: Role in the agreement (Business Associate or Covered Entity)
+    required: true
+    section: Parties
+  - name: principal_agreement
+    type: string
+    description: Reference to the principal agreement
+    required: true
+    section: Terms
+  - name: subcontractor_role
+    type: string
+    description: Role of subcontractors
+    required: false
+    section: Terms
+  - name: free_text
+    type: string
+    description: Free text entry
+    required: false
+    section: Terms
+  - name: aggregation_restrictions
+    type: string
+    description: Specific aggregation restrictions
+    required: false
+    section: Terms
+  - name: offshoring_restrictions
+    type: string
+    description: Specific offshoring rights or restrictions
+    required: false
+    section: Terms
+  - name: breach_notification_unit
+    type: string
+    description: Unit for breach notification period
+    required: false
+    section: Terms
+  - name: fill_in_value
+    type: string
+    description: General fill-in value
+    required: false
+    section: Terms
+  - name: custom_effective_date
+    type: string
+    description: Custom effective date
+    required: false
+    section: Terms

package/templates/common-paper-cloud-service-agreement/README.md

@@ -0,0 +1,32 @@
+# Common Paper Cloud Service Agreement
+
+A cloud service agreement based on [Common Paper's](https://commonpaper.com) standard terms, covering SaaS subscriptions.
+
+## Source
+
+- **URL**: https://github.com/CommonPaper/CSA
+- **Version**: 2.0
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_name` | string | yes | Full legal name of the cloud service provider |
+| `provider_email` | string | yes | Notice email address for the provider |
+| `customer_name` | string | yes | Full legal name of the customer |
+| `customer_email` | string | yes | Notice email address for the customer |
+| `effective_date` | date | yes | Date the agreement takes effect |
+| `service_description` | string | yes | Description of the cloud service being provided |
+| `subscription_term` | string | yes | Initial duration of the subscription |
+| `renewal_term` | string | yes | Duration of each renewal period |
+| `fees` | string | yes | Subscription fees and payment terms |
+| `payment_period` | string | yes | Payment frequency |
+| `governing_law` | string | yes | State whose laws govern the agreement |
+| `jurisdiction` | string | yes | Courts with jurisdiction over disputes |
+| `provider_liability_cap` | string | no | Maximum liability cap for the provider |
+
+## Attribution
+
+Based on the Common Paper Cloud Service Agreement, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.

package/templates/common-paper-cloud-service-agreement/metadata.yaml

@@ -0,0 +1,488 @@
+name: Common Paper Cloud Service Agreement
+description: >-
+  A cloud service agreement with order form and framework terms, based on
+  Common Paper's standard terms. Covers SaaS subscriptions, payment, SLAs,
+  liability, and data processing. Includes full Standard Terms v2.1.
+source_url: https://commonpaper.com/standards/cloud-service-agreement/2.1
+version: "2.1"
+license: CC-BY-4.0
+allow_derivatives: true
+attribution_text: >-
+  Based on the Common Paper Cloud Service Agreement, available at
+  https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common Paper, Inc.
+fields:
+  # ===================================================================
+  # Order Form — Parties and Service
+  # ===================================================================
+  - name: provider_name
+    type: string
+    description: Name of the cloud service provider
+    required: true
+    section: Parties
+  - name: customer_name
+    type: string
+    description: Name of the customer
+    required: true
+    section: Parties
+  - name: provider_legal_name
+    type: string
+    description: Official legal entity name of provider (for signature block)
+    required: true
+    section: Parties
+  - name: customer_legal_name
+    type: string
+    description: Official legal entity name of customer (for signature block)
+    required: true
+    section: Parties
+  - name: effective_date
+    type: string
+    description: Effective Date of Key Terms referenced in Order Form
+    required: true
+    section: Terms
+  - name: cloud_service
+    type: string
+    description: Description of the cloud service / product
+    required: true
+    section: Service
+
+  # ===================================================================
+  # Order Form — Order Date (2-way radio)
+  # ===================================================================
+  - name: order_date_is_last_signature
+    type: boolean
+    description: If true, order date is date of last signature; if false, use custom_order_date
+    required: false
+    default: "true"
+    section: Terms
+  - name: custom_order_date
+    type: string
+    description: Custom start date (only used when order_date_is_last_signature is false)
+    required: false
+    section: Terms
+
+  # ===================================================================
+  # Order Form — Pilot (optional section)
+  # ===================================================================
+  - name: has_pilot
+    type: boolean
+    description: Whether a pilot/trial period is included
+    required: false
+    default: "false"
+    section: Service
+  - name: pilot_period
+    type: string
+    description: Length of pilot/trial period (e.g. "3 months")
+    required: false
+    section: Service
+  - name: pilot_is_free
+    type: boolean
+    description: If true, pilot is a free trial; if false, pilot has a fee
+    required: false
+    default: "true"
+    section: Service
+  - name: pilot_fee
+    type: string
+    description: Fee for pilot period (e.g. "$500"). Only used when pilot_is_free is false
+    required: false
+    section: Payment
+  - name: pilot_modifications
+    type: string
+    description: Modifications to the Agreement that apply only during the Pilot Period
+    required: false
+    section: Service
+
+  # ===================================================================
+  # Order Form — Subscription
+  # ===================================================================
+  - name: subscription_period
+    type: string
+    description: Length of access to the service (e.g. "12 months", "1 year")
+    required: true
+    default: 12 months
+    section: Service
+
+  # ===================================================================
+  # Order Form — Cloud Service Fees (checkboxes)
+  # ===================================================================
+  - name: fee_is_per_unit
+    type: boolean
+    description: Whether fees are per-unit pricing (amount per fee_unit)
+    required: false
+    default: "true"
+    section: Payment
+  - name: fees
+    type: string
+    description: Subscription fee amount (e.g. "$10,000"). Used in computed fees_display.
+    required: false
+    section: Payment
+  - name: fee_unit
+    type: string
+    description: Fee billing unit (e.g. "year", "month", "User"). Used in computed fees_display.
+    required: false
+    default: year
+    section: Payment
+  - name: fee_is_other
+    type: boolean
+    description: Whether an alternative fee structure is used
+    required: false
+    default: "false"
+    section: Payment
+  - name: other_fee_structure
+    type: string
+    description: Description of alternative fee structure
+    required: false
+    section: Payment
+  - name: fee_may_increase
+    type: boolean
+    description: Whether fees may increase up to a cap percentage per renewal
+    required: false
+    default: "false"
+    section: Payment
+  - name: fee_increase_cap_pct
+    type: string
+    description: Maximum percentage fees may increase per renewal (e.g. "5")
+    required: false
+    section: Payment
+  - name: fee_will_increase
+    type: boolean
+    description: Whether fees will increase by a fixed percentage per renewal
+    required: false
+    default: "false"
+    section: Payment
+  - name: fee_increase_fixed_pct
+    type: string
+    description: Fixed percentage fees will increase per renewal (e.g. "3")
+    required: false
+    section: Payment
+  - name: fee_inclusive_of_taxes
+    type: boolean
+    description: Whether fees are inclusive of taxes (modifies Standard Terms Section 4.1)
+    required: false
+    default: "false"
+    section: Payment
+
+  # ===================================================================
+  # Order Form — Payment Process (2-way radio)
+  # ===================================================================
+  - name: payment_by_invoice
+    type: boolean
+    description: If true, payment by invoice; if false, automatic payment
+    required: false
+    default: "true"
+    section: Payment
+  - name: payment_frequency
+    type: string
+    description: Billing frequency (e.g. "monthly", "quarterly", "annually")
+    required: false
+    default: annually
+    section: Payment
+  - name: payment_terms_days
+    type: string
+    description: Days to pay after invoice (e.g. "30", "45"). Only for invoice payment
+    required: false
+    default: "30"
+    section: Payment
+  - name: payment_due_from
+    type: string
+    description: When payment terms start (e.g. "Customer's receipt of invoice")
+    required: false
+    default: the invoice date
+    section: Payment
+
+  # ===================================================================
+  # Order Form — Auto-renewal (2-way radio)
+  # ===================================================================
+  - name: auto_renew
+    type: boolean
+    description: If true, order auto-renews with non-renewal notice; if false, expires at end
+    required: false
+    default: "true"
+    section: Terms
+  - name: non_renewal_notice_days
+    type: string
+    description: Days of notice required before non-renewal (e.g. "30", "60"). Used in computed auto_renewal_display.
+    required: false
+    default: "30"
+    section: Terms
+
+  # ===================================================================
+  # Order Form — Optional sections
+  # ===================================================================
+  - name: has_use_limitations
+    type: boolean
+    description: Whether use limitations are specified
+    required: false
+    default: "false"
+    section: Service
+  - name: use_limitations
+    type: string
+    description: Geographic restrictions, system requirements, or other use limitations
+    required: false
+    section: Service
+  - name: has_technical_support
+    type: boolean
+    description: Whether technical support details are included
+    required: false
+    default: "false"
+    section: Service
+  - name: technical_support
+    type: string
+    description: Description of included support and how to access it
+    required: false
+    section: Service
+  - name: has_sla
+    type: boolean
+    description: Whether an SLA is included
+    required: false
+    default: "false"
+    section: Service
+  - name: sla_description
+    type: string
+    description: Service Level Agreement details
+    required: false
+    section: Service
+  - name: has_professional_services
+    type: boolean
+    description: Whether professional services are included
+    required: false
+    default: "false"
+    section: Service
+  - name: professional_services_description
+    type: string
+    description: Professional services description or SOW reference
+    required: false
+    section: Service
+
+  # ===================================================================
+  # Key Terms — Effective Date (2-way radio)
+  # ===================================================================
+  - name: effective_date_is_last_signature
+    type: boolean
+    description: If true, effective date is date of last signature; if false, use custom date
+    required: false
+    default: "true"
+    section: Legal
+  - name: custom_effective_date
+    type: string
+    description: Custom effective date (only used when effective_date_is_last_signature is false)
+    required: false
+    section: Legal
+
+  # ===================================================================
+  # Key Terms — Governing Law & Jurisdiction
+  # ===================================================================
+  - name: governing_law
+    type: string
+    description: State, province, or country whose laws govern the agreement
+    required: true
+    default: Delaware
+    section: Legal
+  - name: jurisdiction
+    type: string
+    description: Courts with jurisdiction over disputes
+    required: true
+    default: courts located in New Castle County, Delaware
+    section: Legal
+
+  # ===================================================================
+  # Key Terms — Covered Claims (optional section + checkboxes)
+  # ===================================================================
+  - name: has_covered_claims
+    type: boolean
+    description: Whether indemnity covered claims are included
+    required: false
+    default: "true"
+    section: Liability
+  - name: has_provider_covered_claims
+    type: boolean
+    description: Whether provider covered claims (IP indemnity) are included
+    required: false
+    default: "true"
+    section: Liability
+  - name: has_customer_covered_claims
+    type: boolean
+    description: Whether customer covered claims (IP + restrictions indemnity) are included
+    required: false
+    default: "true"
+    section: Liability
+
+  # ===================================================================
+  # Key Terms — General Cap Amount (3-way radio)
+  # ===================================================================
+  - name: general_cap_is_multiplier
+    type: boolean
+    description: General cap is Nx fees paid in prior 12 months
+    required: false
+    default: "true"
+    section: Liability
+  - name: general_cap_multiplier
+    type: string
+    description: Multiplier for fee-based general cap (e.g. "2")
+    required: false
+    default: "2"
+    section: Liability
+  - name: general_cap_is_dollar
+    type: boolean
+    description: General cap is a fixed dollar amount
+    required: false
+    default: "false"
+    section: Liability
+  - name: general_cap_dollar
+    type: string
+    description: Fixed dollar amount for general cap (e.g. "100,000")
+    required: false
+    section: Liability
+  - name: general_cap_is_greater_of
+    type: boolean
+    description: General cap is the greater of a dollar amount or Nx fees
+    required: false
+    default: "false"
+    section: Liability
+  - name: general_cap_greater_dollar
+    type: string
+    description: Dollar amount for greater-of general cap (e.g. "100,000")
+    required: false
+    section: Liability
+  - name: general_cap_greater_multiplier
+    type: string
+    description: Multiplier for greater-of general cap (e.g. "2")
+    required: false
+    section: Liability
+
+  # ===================================================================
+  # Key Terms — Increased Claims & Cap (optional section)
+  # ===================================================================
+  - name: has_increased_claims
+    type: boolean
+    description: Whether increased claims (supercap) provisions are included
+    required: false
+    default: "false"
+    section: Liability
+  - name: increased_claims_description
+    type: string
+    description: Description of claims covered by the increased cap (supercap)
+    required: false
+    section: Liability
+  - name: increased_cap_description
+    type: string
+    description: Description of the increased cap amount
+    required: false
+    section: Liability
+
+  # ===================================================================
+  # Key Terms — Unlimited Claims (optional section)
+  # ===================================================================
+  - name: has_unlimited_claims
+    type: boolean
+    description: Whether unlimited claims (no liability cap) are included
+    required: false
+    default: "false"
+    section: Liability
+  - name: unlimited_claims_description
+    type: string
+    description: Description of claims excluded from liability cap
+    required: false
+    section: Liability
+
+  # ===================================================================
+  # Key Terms — Additional Warranties (optional section)
+  # ===================================================================
+  - name: has_additional_warranties
+    type: boolean
+    description: Whether additional warranties beyond standard terms are included
+    required: false
+    default: "false"
+    section: Legal
+  - name: provider_warranty_description
+    type: string
+    description: Additional warranties from provider
+    required: false
+    section: Legal
+  - name: customer_warranty_description
+    type: string
+    description: Additional warranties from customer
+    required: false
+    section: Legal
+
+  # ===================================================================
+  # Key Terms — DPA, Security, Insurance (optional sections)
+  # ===================================================================
+  - name: has_dpa
+    type: boolean
+    description: Whether a Data Processing Agreement is referenced
+    required: false
+    default: "false"
+    section: Privacy
+  - name: dpa_reference
+    type: string
+    description: Reference to or description of the DPA
+    required: false
+    section: Privacy
+  - name: has_security_policy
+    type: boolean
+    description: Whether a security policy section is included
+    required: false
+    default: "false"
+    section: Privacy
+  - name: security_policy_description
+    type: string
+    description: Security policy details or certification commitments
+    required: false
+    section: Privacy
+  - name: has_insurance
+    type: boolean
+    description: Whether insurance minimum requirements are included
+    required: false
+    default: "false"
+    section: Legal
+  - name: insurance_description
+    type: string
+    description: Insurance coverage requirements and minimums
+    required: false
+    section: Legal
+
+  # ===================================================================
+  # Computed Display Fields (auto-generated by engine from input fields)
+  # Users should NOT set these directly — they are computed from the
+  # radio/checkbox input fields above.
+  # ===================================================================
+  - name: order_date_display
+    type: string
+    description: "[Computed] Order date text, derived from order_date_is_last_signature and custom_order_date"
+    required: false
+    section: Terms
+  - name: pilot_fee_display
+    type: string
+    description: "[Computed] Pilot fee text, derived from pilot_is_free and pilot_fee"
+    required: false
+    section: Service
+  - name: fees_display
+    type: string
+    description: "[Computed] Fee structure text, derived from fee boolean fields and amounts"
+    required: false
+    section: Payment
+  - name: payment_display
+    type: string
+    description: "[Computed] Payment process text, derived from payment_by_invoice and related fields"
+    required: false
+    section: Payment
+  - name: auto_renewal_display
+    type: string
+    description: "[Computed] Auto-renewal text, derived from auto_renew and non_renewal_notice_days"
+    required: false
+    section: Terms
+  - name: effective_date_display
+    type: string
+    description: "[Computed] Effective date text, derived from effective_date_is_last_signature and custom_effective_date"
+    required: false
+    section: Legal
+  - name: covered_claims_display
+    type: string
+    description: "[Computed] Covered claims text, derived from provider/customer covered claims booleans"
+    required: false
+    section: Liability
+  - name: general_cap_display
+    type: string
+    description: "[Computed] General cap amount text, derived from cap type booleans and amounts"
+    required: false
+    section: Liability

package/templates/common-paper-csa-click-through/README.md

@@ -0,0 +1,33 @@
+# Common Paper CSA Click-Through
+
+A click-through cloud service agreement based on [Common Paper's](https://commonpaper.com) standard terms. Designed for self-serve SaaS products where the customer accepts terms online rather than negotiating a paper agreement.
+
+## Source
+
+- **URL**: https://commonpaper.com/standards/cloud-service-agreement/2.1
+- **Version**: 2.1
+- **License**: CC BY 4.0
+
+## Fields
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_name` | string | yes | Name of the cloud service provider |
+| `cloud_service` | string | yes | Description of the cloud service |
+| `custom_order_date` | string | no | Custom order date |
+| `effective_date` | string | no | Effective date of the agreement |
+| `subscription_period` | string | no | Length of access to the service |
+| `payment_frequency` | string | no | Payment frequency |
+| `payment_terms_days` | string | no | Days to pay after invoice |
+| `non_renewal_notice_date` | string | no | Non-renewal notice date requirement |
+| `order_date` | string | no | Order date description |
+| `governing_law` | string | yes | Governing law jurisdiction |
+| `jurisdiction` | string | yes | Courts with jurisdiction |
+| `provider_email` | string | no | Provider's email for notices |
+| `unlimited_claims` | string | no | Description of unlimited claims |
+| `pricing_page` | string | no | Reference to pricing page |
+
+## Attribution
+
+Based on the Common Paper CSA Click-Through, available at https://commonpaper.com.
+Licensed under CC BY 4.0. Copyright Common Paper, Inc.