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Sequora Guardian Essential Service Plan

This Service Plan explains what you (the "Client"), can expect when placing an order with us (the “Service Provider”). It forms part of the Client’s agreement with the Service Provider, together with the Sequora Guardian Master Services Agreement (the “MSA”). 

 

The Client is purchasing the Guardian Essential Plan (the “Plan”), with the specific inclusions, exclusions and limits stated herein. Anything not expressly included is excluded unless agreed separately in writing.

 

The Client is responsible for checking that the Plan meets their requirements before placing an order.

Overview

Guardian Essential provides foundational commercial support and operational contract services intended to support routine commercial contracting activities, standard agreement management, and baseline compliance visibility.

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The package is designed for organisations requiring practical contract assessment, negotiation and governance support without full lifecycle management, advanced portfolio oversight, or embedded compliance programmes.

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Services are delivered in accordance with the scope and assumptions defined within this document unless otherwise agreed in writing.

Scope 

The Plan includes only the services, deliverables, features, usage limits and support expressly stated in this Service Plan. The scope is fixed solely by the wording contained in the applicable Service Plan accepted as part of the Client's Order and any subsequent written variation agreed by the Service Provider. Services that are ancillary, consequential, connected to, arising from, or reasonably associated with an included service are not included unless expressly stated in this Service Plan.

 

The Plan does not include anything based on the Client’s assumptions, expectations or interpretation. It is not expanded by the Plan name, marketing wording, previous services the Service Provider has provided, services available under another service plan, or services that may be connected to the Client’s request but are not expressly included. Illustrations, examples, demonstrations, case studies, website content, marketing materials, presentations, proposals, sales discussions and explanatory materials are provided for general information only and do not form part of the Plan scope unless expressly incorporated into the Order.

The Service Provider will provide the included services with reasonable skill and care, but the Service Provider does not guarantee any particular legal, commercial, financial or operational outcome unless expressly agreed in writing. The Client remains solely responsible for all decisions taken in reliance on the services and for implementing any insights.

 

Any limits stated in the Service Plan apply strictly, including any limits on the quantity of service uses, review time, meetings, revisions, projects, support volume or service period. References in this Service Plan to a service use, review, request, item of work, project, meeting or similar activity shall be interpreted in accordance with the Service Engagement provisions of the MSA.

 

Each use of a service under the Plan is counted when the Service Provider begins or carries out work based on the information provided by the Client. If the Client provides incomplete, inaccurate, unclear or late information, and this affects the quality, usefulness, accuracy or suitability of the work produced, this will not entitle the Client to have that service use reinstated, refunded or credited back to their available Plan limit. Where there is uncertainty as to whether a request falls within the Plan scope, the Service Provider shall determine the matter acting reasonably and in good faith.

No Implied Services

No service or deliverable will be treated as included unless it is expressly stated in writing. General descriptions, examples, headings and summary wording are for explanation only and do not extend the Plan scope.

 

For example, “contract review” does not automatically include negotiation, full redrafting, or contacting the other party. “Policy drafting” does not automatically include implementation, training, consultation or future updates.

Changes and Additional Work

If the Client’s requirements change after order, the original Plan scope still applies unless the Parties agree a change in writing. A change in business requirements or objectives may require a Plan upgrade. Where additional work is required because the Client did not provide complete and accurate information at the relevant time, the Service Provider may treat that work as a further service use, an out-of-scope request, or additional chargeable work.

Copyright

All rights reserved. No part of this document may be reproduced, stored, or transmitted in any form without the prior written permission of author or its licensors, as applicable.

Confidentiality

This document includes commercially sensitive information that may not be disclosed in whole or in part, other than to the party or parties for whom it is intended, without the express written permission of an authorised representative of the author.

Service Overview

1. Contract Drafting and Review

Support relating to the preparation, review, amendment, and operational handling of standard commercial agreements.

 

Included Services

  • Risk Review + Redlines

  • Standard Contract Draft, which means a contract based substantially on a template without material custom drafting requirements

 

Not Included

  • Bespoke Contract Drafting

 

2. Contract Execution Support

Support relating to contract finalisation and execution activities.

 

Included Services

  • Negotiation Redlines, which include amendment and drafting options but with limited direct participation in negotiations

  • E-Sign + File Signed Copy

 

Not Included

  • Lead Negotiation to Signature

 

3. Contract Lifecycle Visibility

Guardian Essential does not include ongoing lifecycle governance, structured obligation tracking, or renewal management services.

 

Not Included

  • Renewal Date Reminders

  • Obligation Summary

  • Obligation Tracking + Reminders

  • Structured Renewal Review

  • Portfolio Obligation Plan

  • Supplier Performance Monitoring

  • Full Lifecycle Management​

 

4. Contract Storage and Resolution Support

Support relating to contract clarification and basic operational understanding of contractual positions.

 

Included Services

  • Contract Position Explained

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Not Included

  • Secure Contract Storage

  • Version History + Audit Trail Reporting

  • Evidence Review + Next Steps

  • Advanced Secure Contract Storage + Reporting

  • Residual Risk Review

  • Full Dispute Support

 

5. Confidentiality and Data Protection Support

Foundational support relating to confidentiality arrangements and contractual data protection considerations.

 

Included Services

  • NDA Review

  • NDA Draft from Template

  • Barrier Options Assessment

  • GDPR Checks in Contracts, which are limited to reviewing contractual provisions and do not include wider organisational compliance assessments

  • Foundational Control Insights

 

Not Included

  • Tailored NDA Terms

  • Draft Policy + Procedure

  • GDPR Onboarding Support

  • Full GDPR Service

  • Regulatory Monitoring + Evidence

 

6. Risk and Compliance Visibility

Support relating to baseline operational risk and compliance visibility activities.

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Included Services

  • Initial Risk Screen

  • Review of Compliance Controls

 

Available as an Add-On

  • Assess Third-party Compliance and Set Up Monitoring

 

Not Included

  • Compliance Controls Documentation

  • Compliance Controls Implementation

  • Assurance Review

  • Regulatory Change Alerts

  • Horizon-Scan Briefings

  • Ongoing Due Diligence

 

7. Commercial Risk Protection

Commercial portfolio review and structured risk mapping services are not included within Guardian Essential.

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Not Included

  • Review Your Portfolio

  • Flow-Down Obligation Map

  • Targeted Template Review

  • Commercial Risk Mapping

  • Portfolio Commercial Uplift

 

8. Audit Ready Governance Support

Guardian Essential includes limited governance support only.

 

Included Services

  • Version History + Audit Trail

 

Available as an Add-On

  • Deliver Structured Portfolio Cleanup and Governance

 

Not Included

  • Surviving Obligations Log

  • Build Structured Audit Evidence Packs

 

9. Sale and Investment Readiness

Investment readiness and transaction support services are not included within Guardian Essential.

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Available as an Add-On

  • Provide Portfolio Cleanup and an Independent View

  • Check and Remediate Supplier/Customer Alignment

 

Not Included

  • Run a Sale/Transaction Readiness Review

  • Provide Diagnostic Risk Mapping

  • Identify Contractual Risk Concentrations

  • Identify Potential Valuation Risks

  • Remediate High-risk Clauses Across the Portfolio

SERVICE DELIVERY

Unless otherwise agreed in writing:

  • Services are delivered remotely.

  • Requests should be submitted electronically.

  • The client shall provide all required documentation, information, approvals, and instructions necessary for service delivery.

  • The Service Provider provides operational contract support services and does not act as external legal counsel unless separately engaged to do so.

  • Turnaround times may vary depending on document complexity, transaction requirements, and responsiveness of relevant stakeholders.

  • Services outside the agreed scope may require separate quotation, approval, or change control.

  • Bespoke drafting outside standard templates may require additional scoping.

OUT OF SCOPE

The following services are not included within Guardian Essential unless separately agreed in writing:

  • Bespoke legal advice

  • Litigation support

  • Regulatory representation

  • Full contract lifecycle management

  • Portfolio governance programmes

  • Embedded compliance operations

  • Structured audit evidence preparation

  • Investment due diligence

  • Commercial risk remediation programmes

  • Supplier governance programmes

  • Ongoing monitoring services

 

Additional services may be available under Guardian Advanced, Guardian Premium, or Guardian Ultimate packages.

OPTIONAL ADD-ON SERVICES

The following services may be separately scoped where required:

  • Contract led client obligation management

  • Third-party compliance monitoring

  • Governance remediation support

  • Structured portfolio cleanup

  • Additional drafting support

  • Investment readiness support

  • Supplier/customer alignment remediation

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