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MOAT Cybersecurity · Free proposal checklist

Ten questions before you sign an IT proposal

Use this sheet with the proposal, agreement and relevant invoice. Record the document or written answer that supports each response.

Firm
Provider proposal or renewal
Review date
Decision owner
  1. Which people, devices, offices and applications are covered, and which are excluded?

  2. What setup work and recurring services are included, and what needs a separate quote?

  3. Which license, labor and usage charges make up the price, and what quantities support them?

  4. Where descriptions appear to overlap, what distinct product or service does each charge provide?

  5. What dated restore-test record shows the scope, result, time taken and unresolved exceptions?

  6. What records support each security commitment, and what remains unverified or outside the review?

  7. Who receives an incident report, what response work is included, and who authorizes additional work?

  8. Which reports and exception lists will the firm receive, how often, and who reviews them?

  9. What are the start date, renewal date, notice method, notice period and price-adjustment basis?

  10. When the service ends, how are the firm's records returned, in what format and at what cost?

Keep open questions with the proposal and request written answers. Refer questions about legal meaning and legal language to counsel.