Kelvinhaugh Pension Services - Renewal Proposal
Documentfinal Kelvinhaugh Pension Services: documents · renewal_proposal · final · 2025-11-28
Renewal proposal issued 28 Nov 2025 for a further annual Growth term at £44k ARR, 40 licensed users, billed annually in advance. The acceptance block is unsigned, so it is an open proposal, not executed paper.
What it says
What this says
Current to 11 Oct 26Renewal proposal issued 28 Nov 2025 for a further annual Growth term at £44k ARR, 40 licensed users, billed annually in advance. The acceptance block is unsigned, so it is an open proposal, not executed paper.
What it is: a renewal proposal from Priya Raman, with Daniel Okafor, for a further year of the Growth tier. The current term is stated as running from 9 Feb 2024 to "8 Feb 2026".
Commits: nothing yet. It proposes "Annual recurring revenue | £44k", 40 licensed users, "The standard Growth allowance" of connectors and "Annual, in advance, on standard payment terms".
Unusual: nothing off standard. The proposal keeps the same price and shows no move to a higher list price.
Not settled: the acceptance table has no signature or date, so the evidence does not show whether the customer accepted. The stored status is "final" but the text is an unsigned proposal, and an executed order form would override it. The document gives no figures for availability, response times or credits.
As found in this document
Current to 9 Oct 26- Date end8 Feb 2026Source: object_read:doc_088_015
- Date renewal8 Feb 2026Source: object_read:doc_088_015
- Price£44,000Source: object_read:doc_088_015
- Annual recurring revenue£44,000Source: object_read:doc_088_015
- Licensed users40Source: object_read:doc_088_015
- ConnectorsThe standard Growth allowanceSource: object_read:doc_088_015
- BillingAnnual, in advance, on standard payment termsAnnual, in advance, on standard payment terms · Source: object_read:doc_088_015
- TermOne further year from the end of the current termOne further year from the end of the current term · Source: object_read:doc_088_015
The document
Body
Kelvinhaugh Pension Services - Renewal Proposal
Issued 28 Nov 2025 by Priya Raman, Account Executive, BB-Demo, with Daniel Okafor, Customer Success Manager.
1. Summary
Kelvinhaugh Pension Services has used the BB-Demo company brain on the Growth tier since 9 Feb 2024. The current term ends on 8 Feb 2026. This proposal sets out how we suggest the subscription continues for a further annual term.
2. The first term in brief
| Area | Position |
|---|---|
| Tier | Growth |
| Contracted annual recurring revenue | £44k |
| Licensed users | 40 |
| Active usage | Clearly up on the prior quarter |
| Support | One ticket in the last month, none high priority |
| Invoices | Paid on time, nothing overdue |
Active usage has grown again since our last review, and the brain is being asked more questions than a quarter ago. Support demand has been light and nothing has needed escalation.
3. Proposed renewal
Read the whole document (2,427 characters)
| Item | Proposal |
|---|---|
| Tier | Growth |
| Term | One further year from the end of the current term |
| Licensed users | 40 |
| Connectors | The standard Growth allowance |
| Annual recurring revenue | £44k |
| Billing | Annual, in advance, on standard payment terms |
4. What stays the same
- The Growth service levels for availability and first response to priority issues.
- The nightly refresh commitment, complete before the start of the customer's business day.
- Service credits for availability, as set out for the Growth tier.
- Quarterly business reviews with Daniel and access to the dashboards builder.
5. Where the value is
The scheme-relationship managers use the brain to answer questions that used to mean reconciling several systems by hand. With usage rising and a good share of the 40 licensed users still to come on board, the next term is a chance to deepen that habit rather than change the shape of the contract.
6. Next steps
- Customer reviews this proposal and confirms the term and user allowance.
- BB-Demo issues the renewal order form under the existing master agreement.
- Both parties sign ahead of 8 Feb 2026, so service carries on without a break.
Happy to make this easy: if anything here needs adjusting, Priya or Daniel can turn it round quickly.
7. Acceptance
| Role | Organisation | Signature | Date |
|---|---|---|---|
| Authorised signatory | Kelvinhaugh Pension Services | ||
| Account Executive | BB-Demo |
Best, Priya