DATA SPECIALISTS — BUYER QUESTIONNAIRE
Updated October 4, 2026

Purpose: Record a prospective data licensee's proposed use and commercial terms before sharing actual records. This questionnaire does not grant access, settle legal requirements, or replace an agreement.

Prepared by:
Date:
Dataset description (no personal or confidential records):
Buyer contact:
Proposed signing and paying entity:

1. ROLE
Are you the end user, an agent, or a reseller? Who will ultimately use the records? Which entity is responsible for payment?
Answer:

2. PURPOSE
What specific task will the records support? Which fields, date range, formats, and approximate volume do you need?
Answer:

3. PERMITTED USE
Do you propose evaluation, training, fine-tuning, retrieval in a live product, inference processing, or derived datasets? Identify the models or products involved and whether they will be distributed to others.
Answer:

4. SAMPLE
Can you evaluate fit from a schema and invented examples? If actual records are required, who can access the sample, for which purpose, for how long? Can any training occur? What happens if no deal follows?
Answer:

5. RECIPIENTS
Which affiliates, contractors, model providers, and sublicensees may receive source records or derived datasets? What may each retain or redistribute?
Answer:

6. SECURITY
Where will records be transferred and stored? Describe authorized access, access logs, incident contacts, and relevant evidence for the service handling these files.
Answer:

7. ACCEPTANCE
What measurable criteria determine acceptance? What is the review deadline? How are partial rejection, corrections, and related costs handled?
Answer:

8. PAYMENT
What is guaranteed, and what is contingent? State the payment trigger, deadline, deductions, fees, refund conditions, and any royalty reporting process.
Answer:

9. CONTINUING OBLIGATIONS
What updates, support, corrections, or response times are expected? Who pays for them? Describe exclusivity, matching rights, assignment, and publicity terms.
Answer:

10. END OF USE
At expiry or termination, what happens to source records, copies, backups, derived datasets, evaluation sets, embeddings, and trained models? Who confirms required actions?
Answer:

INTERNAL REVIEW
Unresolved issue | Evidence needed | Review owner | Due date

Rights, confidentiality, and privacy review complete:
Sample-use terms approved:
Preparation spending limit:
Decision and reasons:

Related guides:
https://dataspecialists.si/blog/data-licensing-offer-evaluation
https://dataspecialists.si/blog/ai-data-licensing-agreement-checklist