Pellegrin Hart Benefits

Executed order form, MSA and DPA, all signed 12 May 2026, set the Growth tier at £50k a year plus £12k implementation, from 26 May 2026 to 25 May 2027. Two drafts are superseded. No price or service-level conflicts; one scope difference on mailboxes.

Executed: Three documents are executed, all dated 12 May 2026: the Master Services Agreement, the Data Processing Agreement and the Order Form. The executed order form sets the Growth tier at £50k a year plus a £12k one-off implementation, running 26 May 2026 to 25 May 2027.

Billing is annual, in advance, with payment due 30 days from the invoice date. The executed MSA states a total contract value of £62k including implementation; that figure is not an annual price.

Open items: Proposal v1 (draft, 25 Mar 2026) and Master Services Agreement v2 (draft, 20 Apr 2026) remain in the folders. Both are superseded by the copies executed on 12 May 2026.

The Proposal issued 30 Mar 2026 has a stored status of final but is a proposal, not a contract. Its £50k subscription and £62k deal value match the executed order form.

Contradictions: On price, service levels and dates, the 20 Apr 2026 MSA draft matches the executed MSA and order form, so a customer relying on it would see the same terms. On scope, Proposal v1 of 25 Mar 2026 names mailboxes as a source.

The Onboarding Plan of 26 May 2026 lists only CRM, helpdesk and call recorder connectors. The executed documents do not list connectors, so neither version is confirmed by executed paper.

Commitments:

• Availability 99.5%, P1 first response 1 business hour, nightly refresh complete by 07:00 customer local time on business days.
• Service credit of 10% of one month's fee for availability only; data freshness is not a credit basis under Growth.
• Data Processing Agreement: processing on documented instructions, no use of data to train models for other customers, breach notice without undue delay, audits on reasonable notice.
• Data Processing Agreement: no health or retirement account data connected unless agreed in writing.

Gaps: The customer signatory is unnamed in all three executed documents, shown only as an authorised signatory. Renewal notice terms and connector go-live dates are not stated in the executed documents.

The Security Questionnaire of 15 Mar 2026 promised exit terms in the order form before signature; the executed order form does not show them. The 40 licensed users appear only in the Onboarding Plan, which also labels the £50k as contracted annual recurring revenue.

Renewal: The term ends 25 May 2027, a future date. The Onboarding Plan hands adoption and the renewal conversation to Hollie Grieve.

AI · claude-opus-5-5 · 14 Oct 2026