What the paper says
Document roll-up
Current to 14 Oct 26Five executed documents. The 17 Feb 2026 order form sets Enterprise at £128k annual recurring charges, 200 users, to 27 Feb 2027. The 14 Sep 2026 order form adds connectors at £10k a year. Four drafts are superseded, and renewal must be agreed in writing.
Executed: five documents are signed, and all 20 documents were read. The current position rests on these:
- Order form of 17 Feb 2026: Enterprise, 200 licensed users, 28 Feb 2026 to 27 Feb 2027, £128k annual recurring charges, billed quarterly in advance.
- Order form of 14 Sep 2026: two blocks of five connectors at £5,000 each, £10k annual recurring charge, £4,548 for the co-termed term from 15 Sep 2026.
- MSA and DPA of 14 Feb 2025: the governing terms. The DPA prevails on personal data and keeps data inside the customer's own Snowflake account.
Executed: the 14 Feb 2025 order form covered the first term only, with a subscription of £99k net after a 10% first-term discount. That term ended on 27 Feb 2026.
Open items: four drafts remain in the folder, dated 31 Dec 2024, 27 Jan 2025, 22 Dec 2025 and 12 Aug 2026, and later executed paper supersedes each one. The 17 Aug 2026 expansion proposal carries the same £10k and £4,548 figures as the 14 Sep 2026 order form.
Open items: the 9 Aug 2026 QBR raises a possible freshness credit on two high-priority tickets. The documents do not show this resolved.
Contradictions:
- The draft MSA of 27 Jan 2025 sets the nightly refresh by 07:00 UK time. The executed MSA says 07:00 customer local time.
- The proposals of 31 Dec 2024 and 6 Jan 2025 present £116k as the subscription price. The executed 14 Feb 2025 order form nets the subscription to £99k, with £116k as total recurring charges including user packs.
- The renewal proposals of 22 Dec 2025 and 29 Dec 2025 bill annually in advance. The executed 17 Feb 2026 order form bills quarterly in advance.
Commitments: BB-Demo owes 99.9% availability, a P1 first response of 30 minutes and a nightly refresh by 07:00 customer local time. A credit of 10% of one month's fee applies for each month with an availability or freshness breach.
Commitments: renewal is not automatic. It must be agreed in writing before 27 Feb 2027.
Gaps: no executed document names the customer signatory, and none sets connector go-live dates. No proposal for the term after 27 Feb 2027 is on file, and under the price book that renewal moves to the v2 list.
Executed terms
Current to 9 Oct 26- Billingquarterly, in advance; 30 days from the date of invoicequarterly, in advance; 30 days from the date of invoice · Source: doc_076_015
- End2027-02-27Source: doc_076_015
- Price£127,500 a yearSource: doc_076_015
- Service levels["Availability 99.9%", "P1 first response 30 minutes", "Nightly refresh complete by 07:00 customer local time on business days", "Service credit 10% of one month's fee per month with a breach, availability and data freshness"]["Availability 99.9%", "P1 first response 30 minutes", "Nightly refresh complete by 07:00 customer local time on business days", "Service credit 10% of one month's fee per month with a breach, availability and data freshness"] · Source: doc_076_015
- Start2026-02-28Source: doc_076_015
- Term months12Source: doc_076_015
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (6)
- Draft Enterprise master services agreement draft · contract · 27 Jan 2025
- Signed Enterprise master services agreement executed · contract · 14 Feb 2025
- Signed data processing agreement executed · dpa · 14 Feb 2025
- Signed Enterprise order form executed · order form · 14 Feb 2025
- Enterprise order form with extra users executed · order form · 17 Feb 2026
- Extra connectors order form executed · order form · 14 Sep 2026
- Onboarding (1)
- Enterprise onboarding plan issued · onboarding plan · 4 Mar 2025
- Proposals (4)
- Draft Enterprise tier proposal draft · proposal · 31 Dec 2024
- Enterprise subscription proposal issued · proposal · 6 Jan 2025
- Draft Enterprise expansion proposal draft · proposal · 12 Aug 2026
- Conditional Enterprise expansion proposal issued · proposal · 17 Aug 2026
- QBRs (5)
- Quarterly business review deck issued · qbr deck · 6 Aug 2025
- Quarterly review ahead of renewal issued · qbr deck · 9 Nov 2025
- First-year QBR ahead of renewal issued · qbr deck · 12 Feb 2026
- Quarterly review of Enterprise usage issued · qbr deck · 11 May 2026
- Quarterly review of falling adoption issued · qbr deck · 9 Aug 2026
- Renewals (2)
- Draft Enterprise renewal proposal draft · renewal proposal · 22 Dec 2025
- Enterprise renewal proposal issued · renewal proposal · 29 Dec 2025
- Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 26 Dec 2024
- Success plans (1)
- Adoption and renewal success plan issued · success plan · 11 Jun 2025
Contradictions
Current to 9 Oct 26| Document | Against | What differs |
|---|---|---|
| Merriott Lyle Distribution - Master Services Agreement v2 | Merriott Lyle Distribution - Master Services Agreement (signed) | The draft MSA of 27 Jan 2025 sets the nightly refresh by 07:00 UK time. The executed MSA of 14 Feb 2025 sets it by 07:00 customer local time. |
| Merriott Lyle Distribution - Proposal | Merriott Lyle Distribution - Order Form (signed) | The proposal of 6 Jan 2025 states £116,500 as the annual subscription price. The executed order form of 14 Feb 2025 sets the subscription at £99,000 net, with £116,500 as recurring charges including user packs. |
| Merriott Lyle Distribution - Proposal v1 | Merriott Lyle Distribution - Order Form (signed) | The draft proposal of 31 Dec 2024 prices the subscription at £116,500. The executed order form of 14 Feb 2025 nets the subscription to £99,000 after a 10% first-term discount. |
| Merriott Lyle Distribution - Renewal Proposal | Merriott Lyle Distribution - Order Form (signed) | The renewal proposal of 29 Dec 2025 bills annually in advance. The executed order form of 17 Feb 2026 bills quarterly in advance. |
| Merriott Lyle Distribution - Renewal Proposal v1 | Merriott Lyle Distribution - Order Form (signed) | The draft renewal proposal of 22 Dec 2025 bills annually in advance. The executed order form of 17 Feb 2026 bills quarterly in advance. |