Hallam Ferrier

Three documents, all read, none executed. The final Growth proposal of 10 Sep 2026 prices the subscription at £50k and the total deal at £62k including implementation, matching the 7 Sep 2026 draft. No order form exists, and the security questionnaire leaves key answers open.

Executed: No Hallam Ferrier document is executed, so there is no contracted price, term, start date or service level. All three documents were read: one stored as draft and two stored as final.

Open items: The proposal of 10 Sep 2026, stored as final, prices the Growth subscription at £50k a year and the total deal value at £62k including the one-off implementation fee. It is a recommendation, not an order form.

The proposal states no discount, term length, connector list, user numbers or start date. Scope and connector list are still to be agreed in writing before an order form under the master agreement is issued.

The draft proposal v1 of 7 Sep 2026, prepared by Matteo Ricci for internal review, carries the same £50k and £62k figures. It left open whether billing would be quarterly or annual.

Contradictions: None found between the documents read. The draft states billing as annual in advance but lists billing frequency as unsettled; the final proposal states the subscription is invoiced annually in advance.

Commitments: There are no live obligations, because nothing is executed. The nightly refresh by 07:00 on business days and availability-only service credits appear in the questionnaire and proposal as descriptions, not contracted terms.

Gaps: The security questionnaire of 14 Aug 2026, answered by Theo Gallagher, leaves certifications, encryption, logging, retention, sub-processors and exit plan unanswered. A written answer on sub-processors and exit plan is deferred to the order form pack.

Whether Hallam Ferrier needs residency or SSO is not settled. SSO and SCIM are Enterprise only, so such a requirement would change the tier under evaluation.

The records do not show whether the partners have responded to the proposal.

AI · claude-opus-5-5 · 12 Oct 2026