Hampton Lucy Estates

BG-Demo holds two proposals for Hampton Lucy Estates: a draft dated 9 May 2024 and a final dated 14 May 2024. Both quote Starter at £26k for the first year, then £20k a year. No executed order form is held.

Executed: none of the two documents held has the stored status executed. Contracted price, start date, end date and billing cannot be stated from these records.

Open items: the Proposal v1 of 9 May 2024 is a draft (stored status draft). The Proposal of 14 May 2024 is stored as final and signed off by Priya Raman, Account Executive.

Open items, scope: both proposals quote Starter with 15 users and 4 connectors over a 12-month term. Both quote a first year investment of £26k covering implementation and data integration, then £20k a year from year 2.

Open items, service levels: both quote 99.5% availability and a P1 response of 4 business hours. Both also quote a nightly refresh complete by 07:00 local time on business days, and credits of 5% of one month's fee for availability breaches.

Contradictions: the draft of 9 May 2024 and the final of 14 May 2024 agree on price, scope, term and service levels. No disagreement between the two documents was found.

Commitments: there are no live commitments, because neither document is executed. A proposal binds no one.

Gaps: the roll-up covers both documents held. Neither shows acceptance, a signature, a start date or a renewal date. The documents do not show whether an order form followed.

Gaps, next step: the account lead should find the executed order form, if one exists, before relying on either proposal for renewal pricing or service terms.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026