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Data Selection & Contract Checklist

The essential checklist for pharmaceutical data leaders evaluating vendors, negotiating contracts, and ensuring AI-ready data procurement.

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Comprehensive Data Selection & Contract Checklist

Eight critical evaluation areas to guide your pharmaceutical data procurement decisions and contract negotiations.

Section 1

Data Source Evaluation

Define business objectives and use cases
Identify required therapeutic areas and geographies
Map data types needed (Rx, Dx, procedures, labs)
Assess data latency requirements
Determine Patient vs. HCP vs. Claims needs
Document required refresh frequency

Section 2

Vendor Assessment

Request vendor data dictionaries and samples
Evaluate data coverage and panel size
Assess projection methodology accuracy
Review vendor's data sourcing practices
Check compliance certifications (HIPAA, SOC2)
Benchmark vendor against competitors

Section 3

Data Quality Validation

Request sample data for independent testing
Validate completeness across key fields
Test longitudinal consistency and linkage
Measure NPI/provider match rates
Assess de-identification and tokenization methods
Verify historical data depth and stability

Section 4

AI & ML Readiness

Confirm data granularity supports model training
Verify feature availability for ML use cases
Assess data volume for statistical significance
Check API and bulk export options
Evaluate real-time vs. batch access models
Review data dictionary completeness for ML

Section 5

Contract Terms & Pricing

Negotiate multi-year pricing protections
Clarify user seat and access tier limits
Define data usage rights (internal, vendor, partner)
Establish SLA and uptime guarantees
Review auto-renewal and cancellation terms
Secure price escalation caps

Section 6

Integration & Delivery

Confirm supported delivery formats (SFTP, API, cloud)
Document integration requirements with existing stack
Establish onboarding and implementation timelines
Identify required data transformations
Define support SLAs and escalation procedures
Map to existing data warehouse / lakehouse schema

Section 7

Compliance & Governance

Verify HIPAA and state privacy compliance
Review data retention and destruction policies
Confirm permissible use case restrictions
Check cross-border data transfer requirements
Assess audit rights and reporting capabilities
Document data lineage and provenance tracking

Section 8

Renewal & Optimization

Schedule renewal review 90+ days before expiry
Conduct utilization and ROI analysis
Benchmark current pricing against market
Evaluate alternative vendors before renewal
Renegotiate terms based on usage patterns
Plan for data continuity during transitions