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TECHNOMATON | Docs SAI Certified Trainers

Data Act Checklist

Deadline: 12.9.2025 (main provisions in effect)


Application overview

EntityRelevancePriority
IoT manufacturersHIGHCh. II-III
SaaS/Cloud providersHIGHCh. VI
Cloud service customersMEDIUM (rights)Ch. VI
B2B data holdersMEDIUMCh. III-IV
Other organisationsLOWAwareness only

Part A: IoT / Connected Products (Ch. II-III)

For manufacturers of connected products, related services, data holders

#ActivityReferencePhaseDescription
A1Connected products inventoryArt. 2, 3PreparationList all connected products in the portfolio
A1.1— Products generating dataArt. 2(5)PreparationIdentify products with data
A1.2— Mapping data flowsArt. 3PreparationWhat data, where, to whom available
A1.3— Related servicesArt. 2(6)PreparationSoftware/services linked to products
A2Pre-purchase transparencyArt. 3(2)ImplementationPre-purchase information about data
A2.1— Data type and volumeArt. 3(2)(a)ImplementationDocumentation of generated data
A2.2— Real-time/continuousArt. 3(2)(b)ImplementationInfo on continuous generation
A2.3— Data accessArt. 3(2)(c)ImplementationHow the user accesses data
A2.4— Manufacturer’s use of dataArt. 3(2)(d)ImplementationTransparency on data use
A3Data access mechanismArt. 4ImplementationTechnical solution for access
A3.1— API/InterfaceArt. 4(1)ImplementationREST API or user interface
A3.2— AuthenticationArt. 4(3)ImplementationSecure access
A3.3— Real-time streamingArt. 4(1)ImplementationWhere technically feasible
A3.4— Machine-readable formatArt. 4(1)ImplementationJSON, CSV, standard formats
A4Third-party data sharingArt. 5ImplementationProcess for sharing with third parties
A4.1— Request processArt. 5(1)ImplementationHow the user requests sharing
A4.2— Data transferArt. 5(1)ImplementationTechnical data transfer
A4.3— Terms for recipientsArt. 6ImplementationConditions for third parties
A5Data access by designArt. 3(1)DesignNew products with built-in access
A5.1— Design review processArt. 3(1)DesignReview of new products
A5.2— Built-in UI/APIArt. 3(1)DesignAccess as part of the product
A6Contractual documentationArt. 4(6), 5LegalTerms of Service, EULA
A6.1— Terms of Service updateArt. 4LegalUpdate conditions
A6.2— Data licensingArt. 4(13)LegalLicence for data use

Part B: Cloud Switching (Ch. VI)

For IaaS, PaaS, SaaS service providers

#ActivityReferencePhaseDescription
B1Customer contract auditArt. 23-25PreparationReview all contracts vs. Data Act
B1.1— Identify lock-in clausesArt. 23PreparationProblematic contractual terms
B1.2— Exit costs analysisArt. 25PreparationCurrent switching/exit fees
B1.3— Notice periodsArt. 25PreparationNotice periods vs. max 2 months
B2Contractual amendmentsArt. 25LegalRevision of Terms of Service
B2.1— Switching rights clauseArt. 25(2)(a)LegalRight to switch at any time
B2.2— Max notice period (2M)Art. 25(2)(c)LegalMaximum notice period
B2.3— Switching process descriptionArt. 25(2)(b)LegalDocumented process
B2.4— Transparent price listArt. 25(2)(f)LegalSwitching costs in advance
B2.5— Early termination policyArt. 25LegalProportional penalty
B3Data export functionArt. 24ImplementationTechnical solution for export
B3.1— Export APIArt. 24(1)(a)ImplementationProgrammatic data export
B3.2— Self-service UIArt. 24(1)(a)ImplementationCustomer can export independently
B3.3— Export formatsArt. 24(1)(b)ImplementationJSON, CSV, SQL, standard
B3.4— Data completenessArt. 24(1)(a)ImplementationAll customer data
B3.5— Metadata exportArt. 24(1)(c)ImplementationConfiguration, settings
B4Technical assistanceArt. 24(2)ProcessSupport during switching
B4.1— Switching support processArt. 24(2)(a)ProcessAssistance workflow
B4.2— Migration documentationArt. 24(2)(b)ProcessTechnical guides
B4.3— SLA for switchingArt. 25(2)(c)ProcessMax 2 months
B5InteroperabilityArt. 26-31ImplementationOpen standards, compatibility
B5.1— Open APIsArt. 26ImplementationStandardised interfaces
B5.2— Format standardsArt. 27ImplementationInteroperable formats
B6Prohibition of switching feesArt. 25FinanceRemoval of charges
B6.1— Pricing updateArt. 25(1)FinancePrice list update
B6.2— Contract amendmentsArt. 25LegalContract modifications

Part C: Unfair Contract Terms (Ch. IV)

For all B2B data contracts

#ActivityReferencePhaseDescription
C1B2B contract auditArt. 13PreparationReview contracts for unfair terms
C1.1— Unilateral changesArt. 13(3)(a)PreparationClauses allowing changes
C1.2— Exclusive rightsArt. 13(3)(b)PreparationBlocking data sharing
C1.3— Disproportionate liabilityArt. 13(3)(c)PreparationRisk transfer
C2Revision of contractual termsArt. 13-14LegalRemoval of unfair terms
C2.1— New contractsArt. 13LegalCompliance from 12.9.2025
C2.2— Existing contractsArt. 14LegalCompliance by 12.9.2027

Part D: Cloud Service Customers (Rights)

For organisations using cloud/SaaS services

#ActivityReferencePhaseDescription
D1Vendor contract auditCh. VIPreparationReview contracts with cloud providers
D1.1— Switching rightsArt. 25PreparationDo we have the right to switch?
D1.2— Exit costsArt. 25PreparationWhat are the exit costs?
D1.3— Data exportArt. 24PreparationIs export available?
D2Vendor negotiationCh. VIActionRequire Data Act compliance
D2.1— Contract amendmentsArt. 25ActionContract modifications
D2.2— Export testingArt. 24ActionTest data export functions
D3Exit StrategyArt. 24-25PlanningDocumented exit strategy
D3.1— Alternative vendors-PlanningIdentify alternatives
D3.2— Migration planArt. 24PlanningMigration plan
D3.3— Cost estimateArt. 25PlanningCost estimate

Critical path

For IoT manufacturers

For Cloud/SaaS providers

For cloud service customers


Sources