Lesson15 min

The questions and clauses that matter

The fifteen questions

For a critical supplier, fifteen well-chosen questions beat a 120-item questionnaire. Each calls for evidence, not a statement.

Continuity and recovery

  1. What is your contractual RTO for this service, and how is it measured?
  2. When did you last test your plan? Provide the report.
  3. What gap did that test reveal, and where does remediation stand?
  4. Where is our data hosted, and where are the backups?
  5. Are your backups immutable or offline?

Dependencies

  1. Which subcontractors do you rely on for this service?
  2. Do those subcontractors themselves have critical dependencies?
  3. What is your geographic exposure?

Security

  1. Do you hold a current certification or independent audit report?
  2. Have you suffered a significant security incident in the last 24 months?
  3. How would you inform us, and within what timeframe?

Soundness and exit

  1. What is your financial position? Provide the last two years.
  2. What share of your revenue do we represent?
  3. In what format and within what timeframe would you return our data?
  4. How long would it take to transfer this service to another provider?

Question 13 is particularly revealing: a supplier for whom you are 60% of revenue carries a soundness risk; a supplier for whom you are 0.1% will give you no priority in a crisis.

The six clauses that matter

ClauseUseful contentTrap
Service levelsQuantified targets, measurement method, penaltiesTargets with no measurement method
ContinuityObligation to maintain a plan, test it, share the results"The provider undertakes to implement the necessary means"
AuditOn-site audit right, with notice period and frequencyAn audit right "on justified request", unenforceable
Incident notificationQuantified deadline, channel, minimum content"As soon as practicable"
Sub-outsourcingPrior written authorisation, notification of changesA blanket authorisation granted at signature
ExitMandatory assistance, return format, transition period lengthAn exit clause with no assistance obligation

The three verifications

A clause is worth only as much as the verification of its performance. Three mechanisms, in increasing order of cost:

  1. Annual documentation review — test report, certification, financial statements. Low cost, moderate value.
  2. Joint testing — the provider takes part in your exercise, or you take part in theirs. Moderate cost, high value: it is the only mechanism that reveals interface incompatibilities.
  3. On-site audit — high cost, reserved for the most critical dependencies or triggered by a negative signal.

Joint testing is the most cost-effective mechanism and the least practised. It systematically reveals gaps documentation does not show: stale contacts, escalation channels different from those planned, divergent readings of the service scope.

Key takeaways

  • Ask for evidence, not statements
  • The audit right needs a timeframe and a modality
  • An untested exit clause is an intention