D01· Spreadsheet
Relevant assessment work
AI inventory, data-flow overview, vendor review
Draft – awaiting client review
Engagement drafts
Deliverables (8)
Workspace access during delivery plus 90 calendar days after handover. Content after handover is a dated snapshot.
D02· Spreadsheet
Buyer requirements tracker
50 questions with owner, evidence, status and approval
Draft – awaiting client review
D03· Spreadsheet
Draft questionnaire responses
50 draft answers including 6 holding notes
Draft – awaiting client approval
D04· Spreadsheet
Evidence index
22 evidence items linked to the answers that rely on them
Draft – awaiting client review
D05· Document (PDF)
Buyer-facing governance summary
Shareable overview of PaySense AI governance
Draft – for PendlePay approval before sharing
Governance summary: Sample shown during a fit call · Book a fit call
D06· Document
AI acceptable-use policy
Staff policy for AI tools
Draft – awaiting CEO approval; not an implemented control
Engagement drafts
AI acceptable-use policy: Sample shown during a fit call · Book a fit call
D07· Spreadsheet
Responsibilities matrix and prioritised actions
RACI, risk register, 17-action plan
Draft – awaiting management approval
Engagement drafts
D08· Slides
Handover and clarification call
60-minute handover deck; one 30-minute clarification call within 14 days
Scheduled 23 Oct 2026
Handover deck: Sample shown during a fit call · Book a fit call