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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.
Confidentiality Obligations
Negotiation strategy
Ensure the clause includes reciprocal commitments and limits disclosures to necessary parties bound by similar obligations.
Negotiate for clear terms on permitted disclosures and ensure the duration aligns with business needs.
Essential elements
1
Reciprocal Non-Disclosure
Mutual confidentiality commitments.
2
Permitted Disclosures
Conditions for sharing information.
3
Duration and Survival
Timeframe for confidentiality obligations.
Action framework
ACCEPT
Propose edits if trade secrets are not adequately protected.
EDIT
Reject if the clause lacks mutual commitments.
ADD
Add language for indefinite trade secret protection.
PRO TIP
Always ensure trade secrets are protected indefinitely to maintain competitive advantage.
Example clauses
FAVORABLE
Preferred Confidentiality Clause
"Each party agrees to hold in strict confidence and not to disclose to any third party any Confidential Information disclosed to it by the other party. Both parties shall use the same degree of care to protect the Confidential Information as they use to protect their own confidential and proprietary information, but in no event less than a reasonable degree of care."
NEUTRAL
Fallback Confidentiality Clause
"Confidential Information may be disclosed by the receiving party to its employees, agents, or subcontractors who need to know such information for the purposes of performing obligations under this Agreement, provided that such employees, agents, or subcontractors are bound by confidentiality obligations no less stringent than those contained herein."
UNFAVORABLE
Weak Confidentiality Terms
"The parties may disclose Confidential Information without restrictions, provided it is deemed necessary."
Fallbacks
High-Risk Projects
In high-risk projects, ensure confidentiality terms are stringent and include specific penalties for breaches.
Cross-Border Transactions
Consider international data protection laws and ensure compliance in confidentiality clauses.
Joint Ventures
In joint ventures, ensure mutual obligations are clearly defined to protect shared information.
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WEEK 3
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