Professional Services
Common Paper Professional Services Agreement
A professional services agreement with key terms, statement of work, and standard terms, based on Common Paper's standard form. Covers consulting and professional services engagements including deliverables, IP ownership, fees, and liability.
89 fields
CC-BY-4.0
Common Paper
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Parties
| Field | Type | Description |
|---|---|---|
|
Company Name
company_name
|
string | Official company name |
|
Provider Name
provider_name
|
string | Official name of the Provider |
|
Customer Name
customer_name
|
string | Official name of the Customer |
Terms
| Field | Type | Description |
|---|---|---|
|
Key Terms Effective Date
key_terms_effective_date
|
string | Effective Date of Key Terms |
|
Custom Effective Date
custom_effective_date
|
string | Custom effective date |
|
Custom Sow Date
custom_sow_date
|
string | Custom SOW date |
|
Sow Number
sow_number
|
string | Statement of Work number |
|
Term Duration Unit
term_duration_unit
|
string | Duration unit for term |
|
Custom End Date
custom_end_date
|
string | Custom end date |
Payment
| Field | Type | Description |
|---|---|---|
|
Payment Terms
payment_terms
|
string | Payment terms |
|
Invoice Frequency Unit
invoice_frequency_unit
|
string | Invoice frequency unit |
Terms
| Field | Type | Description |
|---|---|---|
|
Services Description
services_description
|
string | Description of the Services to be performed, including key individuals, timeline, and milestones |
Liability
| Field | Type | Description |
|---|---|---|
|
Provider Covered Claims Detail
provider_covered_claims_detail
|
string | Detail of Provider Covered Claims covering IP infringement, employee misclassification, and gross negligence |
|
Customer Covered Claims Detail
customer_covered_claims_detail
|
string | Detail of Customer Covered Claims covering IP infringement and gross negligence |
Privacy
| Field | Type | Description |
|---|---|---|
|
DPA Description
dpa_description
|
string | Description of or reference to the Data Processing Agreement |
Terms
| Field | Type | Description |
|---|---|---|
|
Term Duration Value
term_duration_value
|
string | Numeric duration for the SOW term (e.g. "6", "12") |
Deliverables
| Field | Type | Description |
|---|---|---|
|
Rejection Period Value
rejection_period_value
|
string | Number of time units for the deliverable rejection period |
|
Resubmission Period Value
resubmission_period_value
|
string | Number of time units for the deliverable resubmission period |
Terms
| Field | Type | Description |
|---|---|---|
|
Sow Changes To Standard Terms
sow_changes_to_standard_terms
|
string | Changes to the Standard Terms that apply only to this SOW |
|
Changes To Standard Terms
changes_to_standard_terms
|
string | Changes to the Standard Terms that apply to the Agreement and all SOWs |
Payment
| Field | Type | Description |
|---|---|---|
|
Fee Description
fee_description
|
string | Description of fees including hourly, project, or milestone-based rates and pass-through charges |
|
Invoice Cadence
invoice_cadence
|
string | Cadence for sending invoices (e.g. monthly, quarterly, upon acceptance, after each milestone) |
Terms
| Field | Type | Description |
|---|---|---|
|
Customer Obligations
customer_obligations
|
string | Customer obligations such as identifying a point of contact or geographic limitations |
Liability
| Field | Type | Description |
|---|---|---|
|
Increased Claim Other Detail
increased_claim_other_detail
|
string | Description of a custom Increased Claim category |
|
Unlimited Claim Other Detail
unlimited_claim_other_detail
|
string | Description of a custom Unlimited Claim category |
Terms
| Field | Type | Description |
|---|---|---|
|
Additional Warranty Provider Detail
additional_warranty_provider_detail
|
string | Additional warranty text provided by the Provider |
|
Additional Warranty Customer Detail
additional_warranty_customer_detail
|
string | Additional warranty text provided by the Customer |
Security
| Field | Type | Description |
|---|---|---|
|
Other Security Certification
other_security_certification
|
string | Name of additional security certification (e.g. "ISO 27701") |
Payment
| Field | Type | Description |
|---|---|---|
|
Payment Terms Days
payment_terms_days
|
string | Days to pay after invoice |
Terms
| Field | Type | Description |
|---|---|---|
|
Non Renewal Notice Days
non_renewal_notice_days
|
string | Non-renewal notice days |
Liability
| Field | Type | Description |
|---|---|---|
|
General Cap Amount
general_cap_amount
|
string | General liability cap |
|
Cap Multiplier
cap_multiplier
|
string | Cap multiplier |
|
Increased Cap Amount
increased_cap_amount
|
string | Increased cap amount |
|
Greater Of Dollar
greater_of_dollar
|
string | Greater-of dollar amount |
Deliverables
| Field | Type | Description |
|---|---|---|
|
Include In Progress Deliverables
include_in_progress_deliverables
|
boolean | Set to true when in-progress work should be included as Deliverables in addition to completed projects. |
|
Deliverables Meet Specs
deliverables_meet_specs
|
boolean | Set to true when Deliverables must meet attached specifications. |
|
Deliverables Acceptance Process
deliverables_acceptance_process
|
boolean | Set to true when Deliverables are subject to an acceptance process before being considered final. |
|
Ownership Upon Payment
ownership_upon_payment
|
boolean | Set to true when Customer owns Deliverables only upon full payment (not as they are created). |
|
No Third Party Materials
no_third_party_materials
|
boolean | Set to true when no Third-Party Materials will be incorporated into Deliverables. |
|
Has Third Party Materials
has_third_party_materials
|
boolean | Set to true when Third-Party Materials will be incorporated into Deliverables. |
|
Provider Procures Materials
provider_procures_materials
|
boolean | Set to true when Provider is responsible for procuring required Third-Party Materials. |
|
Customer Procures Materials
customer_procures_materials
|
boolean | Set to true when Customer is responsible for procuring required Third-Party Materials. |
Terms
| Field | Type | Description |
|---|---|---|
|
Additional Terms By Provider
additional_terms_by_provider
|
boolean | Set to true when Provider is adding additional terms to the agreement. Specify terms in additional_warranty_provider_detail. |
|
Additional Terms By Customer
additional_terms_by_customer
|
boolean | Set to true when Customer is adding additional terms to the agreement. Specify terms in additional_warranty_customer_detail. |
Security
| Field | Type | Description |
|---|---|---|
|
Has Security Policy
has_security_policy
|
boolean | Set to true when Provider has a Security Policy available at the specified DPA reference URL. |
|
Has Security Certifications
has_security_certifications
|
boolean | Set to true when Provider maintains annually updated security reports or certifications. |
|
Cert Iso 27001
cert_iso_27001
|
boolean | Set to true when Provider holds ISO 27001 certification. |
|
Cert Penetration Testing
cert_penetration_testing
|
boolean | Set to true when Provider performs regular penetration testing. |
|
Cert Soc2 Type1
cert_soc2_type1
|
boolean | Set to true when Provider holds SOC 2 Type I certification. |
|
Cert Pci Level1
cert_pci_level1
|
boolean | Set to true when Provider holds PCI Level 1 certification. |
|
Cert Soc2 Type2
cert_soc2_type2
|
boolean | Set to true when Provider holds SOC 2 Type II certification. |
|
Cert Pci Level2
cert_pci_level2
|
boolean | Set to true when Provider holds PCI Level 2 certification. |
|
Cert Hitrust
cert_hitrust
|
boolean | Set to true when Provider holds HITRUST certification. |
|
Cert Fedramp
cert_fedramp
|
boolean | Set to true when Provider holds FedRAMP Authorization. |
|
Cert Other
cert_other
|
boolean | Set to true to include an additional security certification. Specify the certification in other_security_certification. |
Publicity
| Field | Type | Description |
|---|---|---|
|
Provider May Use Logo
provider_may_use_logo
|
boolean | Set to true when Provider may publicly identify Customer and use Customer's logo and trademarks in promotional materials. |
|
Provider May Identify Nonpublic
provider_may_identify_nonpublic
|
boolean | Set to true when Provider may identify Customer as a customer in non-public settings (e.g., sales conversations). |
Liability
| Field | Type | Description |
|---|---|---|
|
General Cap Type
general_cap_type
|
enum | 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. |
|
Increased Cap Type
increased_cap_type
|
enum | How the Increased Cap Amount (higher liability limit for Increased Claims) is calculated. Same options as general_cap_type. |
|
Increased Claim Breach Privacy
increased_claim_breach_privacy
|
boolean | Set to true when breach of Section 3 (Privacy & Security) should be classified as an Increased Claim with a higher liability cap. |
|
Increased Claim Breach Conf
increased_claim_breach_conf
|
boolean | Set to true when breach of Section 11 (Confidentiality) should be classified as an Increased Claim (excluding Privacy & Security breaches). |
|
Increased Claim Indemnification
increased_claim_indemnification
|
boolean | Set to true when indemnification obligations for Covered Claims should be classified as an Increased Claim. |
|
Increased Claim Breach Privacy Gross
increased_claim_breach_privacy_gross
|
boolean | Set to true when breach of Privacy & Security resulting from gross negligence or willful misconduct is an Increased Claim. |
|
Increased Claim Breach Conf Gross
increased_claim_breach_conf_gross
|
boolean | Set to true when breach of Confidentiality resulting from gross negligence or willful misconduct is an Increased Claim. |
|
Increased Claim Gross Willful
increased_claim_gross_willful
|
boolean | Set to true when claims from gross negligence or willful misconduct should be classified as Increased Claims. |
|
Increased Claim Other
increased_claim_other
|
boolean | Set to true to include a custom Increased Claim category. Specify in increased_claim_other_detail. |
|
Unlimited Claim Breach Privacy Gross
unlimited_claim_breach_privacy_gross
|
boolean | Set to true when breach of Privacy & Security resulting from gross negligence should have no liability cap (Unlimited Claim). |
|
Unlimited Claim Breach Conf Gross
unlimited_claim_breach_conf_gross
|
boolean | Set to true when breach of Confidentiality resulting from gross negligence should have no liability cap (Unlimited Claim). |
|
Unlimited Claim Indemnification
unlimited_claim_indemnification
|
boolean | Set to true when indemnification for Covered Claims should have no liability cap (Unlimited Claim). |
|
Unlimited Claim Breach Privacy
unlimited_claim_breach_privacy
|
boolean | Set to true when breach of Section 3 (Privacy & Security) should have no liability cap (Unlimited Claim). |
|
Unlimited Claim Breach Conf
unlimited_claim_breach_conf
|
boolean | Set to true when breach of Section 11 (Confidentiality) should have no liability cap (Unlimited Claim). |
|
Unlimited Claim Gross Willful
unlimited_claim_gross_willful
|
boolean | Set to true when claims from gross negligence or willful misconduct should have no liability cap (Unlimited Claim). |
|
Unlimited Claim Other
unlimited_claim_other
|
boolean | Set to true to include a custom Unlimited Claim category. Specify in unlimited_claim_other_detail. |
Legal
| Field | Type | Description |
|---|---|---|
|
Governing Law
governing_law
|
string | Governing law |
|
Jurisdiction
jurisdiction
|
string | Jurisdiction |
Payment
| Field | Type | Description |
|---|---|---|
|
Travel Expense Policy
travel_expense_policy
|
string | Travel and expense policy |
Terms
| Field | Type | Description |
|---|---|---|
|
Customer Owned Deliverables
customer_owned_deliverables
|
string | Customer-owned deliverables |
Service
| Field | Type | Description |
|---|---|---|
|
Support Policy Reference
support_policy_reference
|
string | Support policy reference |
Privacy
| Field | Type | Description |
|---|---|---|
|
DPA Reference
dpa_reference
|
string | DPA reference |
Signature Block
| Field | Type | Description |
|---|---|---|
|
Provider Signatory Type
provider_signatory_type
|
enum | Whether the Provider signatory is an entity or individual |
|
Provider Signatory Name
provider_signatory_name
|
string | Full legal name of the Provider's signatory |
|
Provider Signatory Title
provider_signatory_title
|
string | Title/role of the Provider's signatory (entity only) |
|
Provider Signatory Company
provider_signatory_company
|
string | Company name for the Provider signatory (entity only) |
|
Provider Signatory Email
provider_signatory_email
|
string | Notice email address for the Provider |
|
Customer Signatory Type
customer_signatory_type
|
enum | Whether the Customer signatory is an entity or individual |
|
Customer Signatory Name
customer_signatory_name
|
string | Full legal name of the Customer's signatory |
|
Customer Signatory Title
customer_signatory_title
|
string | Title/role of the Customer's signatory (entity only) |
|
Customer Signatory Company
customer_signatory_company
|
string | Company name for the Customer signatory (entity only) |
|
Customer Signatory Email
customer_signatory_email
|
string | Notice email address for the Customer |
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