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Common Paper Professional Services Agreement

This page previews the Common Paper Professional Services Agreement cover page and its fields. The binding terms are the external Standard Terms linked below; download the Word file to fill in and execute.

Standard terms

This cover page references the Standard Terms posted externally. View standard terms at https://commonpaper.com/standards/professional-services-agreement/1.1.

Cover page fields

FieldDescription
Company NameOfficial company name
Provider NameOfficial name of the Provider
Customer NameOfficial name of the Customer
Key Terms Effective DateEffective Date of Key Terms
Custom Effective DateCustom effective date
Custom Sow DateCustom SOW date
Sow NumberStatement of Work number
Term Duration UnitDuration unit for term
Custom End DateCustom end date
Services DescriptionDescription of the Services to be performed, including key individuals, timeline, and milestones
Term Duration ValueNumeric duration for the SOW term (e.g. "6", "12")
Sow Changes To Standard TermsChanges to the Standard Terms that apply only to this SOW
Changes To Standard TermsChanges to the Standard Terms that apply to the Agreement and all SOWs
Customer ObligationsCustomer obligations such as identifying a point of contact or geographic limitations
Additional Warranty Provider DetailAdditional warranty text provided by the Provider
Additional Warranty Customer DetailAdditional warranty text provided by the Customer
Non Renewal Notice DaysNon-renewal notice days
Additional Terms By ProviderSet to true when Provider is adding additional terms to the agreement. Specify terms in additional_warranty_provider_detail.
Additional Terms By CustomerSet to true when Customer is adding additional terms to the agreement. Specify terms in additional_warranty_customer_detail.
Customer Owned DeliverablesCustomer-owned deliverables
Payment TermsPayment terms
Invoice Frequency UnitInvoice frequency unit
Fee DescriptionDescription of fees including hourly, project, or milestone-based rates and pass-through charges
Invoice CadenceCadence for sending invoices (e.g. monthly, quarterly, upon acceptance, after each milestone)
Payment Terms DaysDays to pay after invoice
Travel Expense PolicyTravel and expense policy
Provider Covered Claims DetailDetail of Provider Covered Claims covering IP infringement, employee misclassification, and gross negligence
Customer Covered Claims DetailDetail of Customer Covered Claims covering IP infringement and gross negligence
Increased Claim Other DetailDescription of a custom Increased Claim category
Unlimited Claim Other DetailDescription of a custom Unlimited Claim category
General Cap AmountGeneral liability cap
Cap MultiplierCap multiplier
Increased Cap AmountIncreased cap amount
Greater Of DollarGreater-of dollar amount
General Cap TypeHow 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 TypeHow the Increased Cap Amount (higher liability limit for Increased Claims) is calculated. Same options as general_cap_type.
Increased Claim Breach PrivacySet to true when breach of Section 3 (Privacy & Security) should be classified as an Increased Claim with a higher liability cap.
Increased Claim Breach ConfSet to true when breach of Section 11 (Confidentiality) should be classified as an Increased Claim (excluding Privacy & Security breaches).
Increased Claim IndemnificationSet to true when indemnification obligations for Covered Claims should be classified as an Increased Claim.
Increased Claim Breach Privacy GrossSet to true when breach of Privacy & Security resulting from gross negligence or willful misconduct is an Increased Claim.
Increased Claim Breach Conf GrossSet to true when breach of Confidentiality resulting from gross negligence or willful misconduct is an Increased Claim.
Increased Claim Gross WillfulSet to true when claims from gross negligence or willful misconduct should be classified as Increased Claims.
Increased Claim OtherSet to true to include a custom Increased Claim category. Specify in increased_claim_other_detail.
Unlimited Claim Breach Privacy GrossSet to true when breach of Privacy & Security resulting from gross negligence should have no liability cap (Unlimited Claim).
Unlimited Claim Breach Conf GrossSet to true when breach of Confidentiality resulting from gross negligence should have no liability cap (Unlimited Claim).
Unlimited Claim IndemnificationSet to true when indemnification for Covered Claims should have no liability cap (Unlimited Claim).
Unlimited Claim Breach PrivacySet to true when breach of Section 3 (Privacy & Security) should have no liability cap (Unlimited Claim).
Unlimited Claim Breach ConfSet to true when breach of Section 11 (Confidentiality) should have no liability cap (Unlimited Claim).
Unlimited Claim Gross WillfulSet to true when claims from gross negligence or willful misconduct should have no liability cap (Unlimited Claim).
Unlimited Claim OtherSet to true to include a custom Unlimited Claim category. Specify in unlimited_claim_other_detail.
Dpa DescriptionDescription of or reference to the Data Processing Agreement
Dpa ReferenceDPA reference
Rejection Period ValueNumber of time units for the deliverable rejection period
Resubmission Period ValueNumber of time units for the deliverable resubmission period
Include In Progress DeliverablesSet to true when in-progress work should be included as Deliverables in addition to completed projects.
Deliverables Meet SpecsSet to true when Deliverables must meet attached specifications.
Deliverables Acceptance ProcessSet to true when Deliverables are subject to an acceptance process before being considered final.
Ownership Upon PaymentSet to true when Customer owns Deliverables only upon full payment (not as they are created).
No Third Party MaterialsSet to true when no Third-Party Materials will be incorporated into Deliverables.
Has Third Party MaterialsSet to true when Third-Party Materials will be incorporated into Deliverables.
Provider Procures MaterialsSet to true when Provider is responsible for procuring required Third-Party Materials.
Customer Procures MaterialsSet to true when Customer is responsible for procuring required Third-Party Materials.
Other Security CertificationName of additional security certification (e.g. "ISO 27701")
Has Security PolicySet to true when Provider has a Security Policy available at the specified DPA reference URL.
Has Security CertificationsSet to true when Provider maintains annually updated security reports or certifications.
Cert Iso 27001Set to true when Provider holds ISO 27001 certification.
Cert Penetration TestingSet to true when Provider performs regular penetration testing.
Cert Soc2 Type1Set to true when Provider holds SOC 2 Type I certification.
Cert Pci Level1Set to true when Provider holds PCI Level 1 certification.
Cert Soc2 Type2Set to true when Provider holds SOC 2 Type II certification.
Cert Pci Level2Set to true when Provider holds PCI Level 2 certification.
Cert HitrustSet to true when Provider holds HITRUST certification.
Cert FedrampSet to true when Provider holds FedRAMP Authorization.
Cert OtherSet to true to include an additional security certification. Specify the certification in other_security_certification.
Provider May Use LogoSet to true when Provider may publicly identify Customer and use Customer's logo and trademarks in promotional materials.
Provider May Identify NonpublicSet to true when Provider may identify Customer as a customer in non-public settings (e.g., sales conversations).
Governing LawGoverning law
JurisdictionJurisdiction
Support Policy ReferenceSupport policy reference
Provider Signatory TypeWhether the Provider signatory is an entity or individual
Provider Signatory NameFull legal name of the Provider's signatory
Provider Signatory TitleTitle/role of the Provider's signatory (entity only)
Provider Signatory CompanyCompany name for the Provider signatory (entity only)
Provider Signatory EmailNotice email address for the Provider
Customer Signatory TypeWhether the Customer signatory is an entity or individual
Customer Signatory NameFull legal name of the Customer's signatory
Customer Signatory TitleTitle/role of the Customer's signatory (entity only)
Customer Signatory CompanyCompany name for the Customer signatory (entity only)
Customer Signatory EmailNotice email address for the Customer

This template is a drafter's starting point. It does not constitute legal advice. Workflow support only. Not legal advice.

Based on the Common Paper Professional Services Agreement, available at https://commonpaper.com. Licensed under CC BY 4.0. Copyright Common Paper, Inc.