Procurement pack
Start with one employer planning report. Agree the decision, supported inputs, reviewer, fee and dates before work begins. Report assignments need no website integration.
What you receive
| Initial supported job | Announced April 2029 pension salary-sacrifice NI treatment, with 2026/27 rates held constant; one current arrangement and up to two supported contribution comparisons |
|---|---|
| Inputs | Anonymous representative bands with headcounts, salaries, contribution rates, NI categories and hours. Do not send employee payroll rows. |
| Outputs | Dated Markdown report, print/PDF copy, values-only CSV and compatible scenario JSON. The CSV contains no calculation formulas; scenarios can be edited in the compatible workbench. |
| Review | A named pension/payroll reviewer checks policy facts, assumptions and the exact report version. Customer acceptance is recorded separately. |
| Revisions | Two consolidated rounds within 30 days of the first draft; additional scope is quoted separately. |
| Operator | Matthew Mortimer trading as Plainly. Not VAT registered. No professional indemnity cover currently held. |
| Fee and timing | A fixed quote and delivery dates follow input, reviewer and capacity checks. No report fee or turnaround is promised on this page. |
How a report is purchased
- Discuss the real employer decision, deadline, existing workflow and budget owner.
- Check the arrangement fits the model and agree anonymous inputs, outputs and review responsibilities.
- Complete the required legal, privacy and policy review. Agree and sign a report order covering fees, payment dates, permitted use, cancellation and corrections.
- Confirm the agreed payment trigger and receive the approved input set before preparation starts.
- Review the draft, submit consolidated comments and approve the exact final version. Receive the final files and invoice under the agreed terms.
Evidence to inspect
- Fictional three-comparison report and downloads
- Scope, responsibilities and access terms
- Calculation methodology and sources
- Website security architecture and accessibility
- Privacy notice and website terms
- Operator identity and contact details
Documents supplied for a report order
- Report order schedule with exact scope, fee, dates, named reviewer and acceptance owner
- Report service terms, including permitted use, cancellation, liability and corrections
- Input definitions and an agreed file-transfer, access and retention arrangement
- Versioned delivery manifest and review/acceptance record
Current limits
Reports are planning estimates. Representative band averages cannot establish actual affected employee counts or individual payslips. Future rates, final 2029 payroll operation, directors' annual NI, Employment Allowance, Apprenticeship Levy and personal pension allowances are excluded. A planning report does not implement payroll or provide regulated advice.
Professional policy and contract reviews remain to be completed before a paid assignment is accepted. Files sent for a report are a separate data flow from calculations run privately in a website visitor's browser.
Optional employee campaign
The optional £2,500 employee campaign has a separate scope, implementation, payment schedule and release process. Review the campaign acceptance evidence and embed demonstration if that is the service you need.