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PLAYBOOK TEMPLATES
Security Addendum SOC 2 Compliance
A Security Addendum & SOC 2 Compliance Agreement supplements core contracts with detailed cybersecurity, audit, and compliance obligations. This playbook provides strategies for negotiating risk allocation, incident response, and certification evidence.
Audit & Access Rights
Negotiation strategy
Ensure the audit clause is comprehensive, covering all necessary areas of the vendor's operations. Negotiate for reasonable notice periods and ensure the right to use third-party auditors if needed.
Limit the scope of audits to relevant operations and negotiate for reasonable frequency to minimize disruption. Ensure confidentiality of audit findings to protect sensitive information.
Essential elements
1
Audit Scope
Defines areas subject to audit.
2
Audit Frequency
Limits how often audits occur.
3
Confidentiality
Protects audit findings.
Action framework
ACCEPT
Propose edits if the audit scope is too broad or lacks confidentiality protections.
EDIT
Reject if the clause allows unlimited audits or lacks confidentiality obligations.
ADD
Add language if audit rights are missing or insufficiently detailed.
PRO TIP
Always ensure audit rights are aligned with both parties' operational capabilities and legal obligations.
Example clauses
FAVORABLE
Comprehensive Audit Rights
"The Client shall have the right to audit the Vendor’s processes, controls, and data handling practices. Such audits may be conducted by the Client or its designated representatives, provided that the Client gives the Vendor at least thirty (30) days' prior written notice of its intention to conduct an audit. The scope of the audit shall be limited to those areas of the Vendor’s operations that are directly related to the services provided to the Client."
NEUTRAL
Limited Audit Frequency
"The Client may conduct audits no more than once per calendar year, unless otherwise required by applicable law or regulation, or if a material breach of this Agreement is suspected. Any additional audits requested by the Client shall be subject to the Vendor’s prior written consent, which shall not be unreasonably withheld."
UNFAVORABLE
Unrestricted Audit Access
"The Client may audit any aspect of the Vendor’s operations at any time without prior notice."
Fallbacks
High-Risk Projects
For high-risk projects, increase the frequency of audits and ensure more stringent confidentiality measures to mitigate potential risks.
Jurisdiction-Specific Compliance
Adjust audit clauses to comply with jurisdiction-specific requirements, such as GDPR for EU data, ensuring legal compliance.
New Vendor Relationships
In new vendor relationships, establish a more frequent audit schedule initially to ensure compliance and build trust.
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