Lornefield Pensions Administration - Proposal
Documentfinal Lornefield Pensions Administration: documents · proposal · final · 2023-02-06
Proposal issued 6 Feb 2023 by Nell Ashcombe for a Starter subscription at nineteen thousand five hundred pounds a year, invoiced annually in advance on thirty-day terms. The deal amount is twenty-five thousand five hundred pounds including implementation. No service levels are stated.
What it says
What this says
Current to 11 Oct 26Proposal issued 6 Feb 2023 by Nell Ashcombe for a Starter subscription at nineteen thousand five hundred pounds a year, invoiced annually in advance on thirty-day terms. The deal amount is twenty-five thousand five hundred pounds including implementation. No service levels are stated.
What it is: a BB-Demo proposal to Lornefield Pensions Administration for one team of scheme-relationship managers, with fifteen users and up to four connectors. The stored status is final, but the text is a proposal and not a signed contract.
Commits: the subscription is "nineteen thousand five hundred pounds a year, invoiced annually in advance on thirty-day terms". Implementation is a one-off fixed fee over four weeks, included in the deal amount.
Unusual: the document says the deal amount "is not a yearly price, and the implementation fee does not recur". It also describes the customer as a design partner in BB-Demo's first year.
Not settled: it states no availability, support response time, refresh deadline, service credit or connector go-live date. Next steps say the Master Services Agreement and order form are still to be prepared, so signature and start date are not shown.
As found in this document
Current to 9 Oct 26- Subscriptionnineteen thousand five hundred pounds a year, invoiced annually in advance on thirty-day termsnineteen thousand five hundred pounds a year, invoiced annually in advance on thirty-day terms · Source: object_read:doc_005_002
- ImplementationOne-off, fixed fee, four weeks, included in deal amountOne-off, fixed fee, four weeks, included in deal amount · Source: object_read:doc_005_002
- Deal amounttwenty-five thousand five hundred pounds, subscription plus implementationtwenty-five thousand five hundred pounds, subscription plus implementation · Source: object_read:doc_005_002
The document
Body
Lornefield Pensions Administration - Proposal
Issued 6 Feb 2023 by Nell Ashcombe, Chief Executive Officer and Co-founder, BB-Demo.
Why we are writing
Lornefield Pensions Administration administers occupational pension schemes for trustees, and your scheme-relationship managers need one reliable view of each scheme. Today the evidence sits in three places: trustee calls, member-query tickets and fee invoices. As one of our design partners in our first year, you will help shape the product as well as use it.
What the brain will do for you
- Bring trustee calls, member-query tickets and fee invoices into one queryable layer.
- Let a relationship manager ask a question in plain English and get an answer with its source.
- Run inside your own Snowflake account, so your data stays under your control.
Scope
| Element | Detail |
|---|---|
| Tier | Starter |
| Teams | One, the scheme-relationship managers |
| Users | Fifteen |
| Connectors | Up to four |
| Features | Pages, chat and search |
| Customer success | Six-monthly check-in |
| Implementation | Fixed fee, four weeks |
Pricing
Read the whole document (2,313 characters)
| Item | Basis | Amount |
|---|---|---|
| Company Brain - Starter subscription | Annual, in advance | nineteen thousand five hundred pounds |
| Implementation - Starter | One-off, fixed fee | included in deal amount |
| Deal amount | Subscription plus implementation | twenty-five thousand five hundred pounds |
The subscription is nineteen thousand five hundred pounds a year, invoiced annually in advance on thirty-day terms. The deal amount of twenty-five thousand five hundred pounds is the total value of the deal including the one-off implementation fee. It is not a yearly price, and the implementation fee does not recur.
How we would work
- Week one: agree the sources and access, and confirm who owns the project on your side.
- The following weeks: connect the sources, build the first pages and check answers against what your managers already know.
- At the end of implementation: train the first users and hand over to your customer success manager.
Next steps
- You confirm the scope and the people involved.
- We prepare the Master Services Agreement and the order form for your review.
- Once signed, implementation starts on the date we agree together.
Best, Nell
Unusual terms
Current to 9 Oct 26- Design partner in first year
- Deal amount includes one-off implementation fee