HR MASTER SERVICES AGREEMENT

This HR Master Services Agreement ("Agreement") is made between:

The HR Branch Limited (Company Number 12630823) whose registered office is at Commerce House, Carlton Boulevard, Lincoln, Lincolnshire, LN2 4WJ ("Supplier", "The HR Branch", "we", "us", "our");

and

The client identified in the applicable Order Form ("Client", "you", "your").

1. DEFINITIONS AND INTERPRETATION

1.1 Definitions

In this Agreement:

Additional Services means any services requested by the Client that fall outside the scope of the Services specified in an Order Form.

Agreement means this HR Master Services Agreement together with any Order Form, Special Terms and documents expressly incorporated by reference.

Business Day means a day other than a Saturday, Sunday or public holiday in England and Wales.

Commencement Date means the commencement date specified in the applicable Order Form.

Confidential Information means any commercial, financial, operational, technical, strategic or personal information relating to either party which is not publicly available.

Deliverables means all reports, policies, procedures, templates, handbooks, training materials, presentations, correspondence, assessments, recommendations, records and other outputs produced by the Supplier in connection with the Services.

Fees means the charges payable by the Client as specified in the applicable Order Form.

Initial Term means the minimum contractual term specified in the Order Form.

Intellectual Property Rights means patents, copyrights, trademarks, service marks, database rights, design rights, know-how, confidential information and all other intellectual property rights whether registered or unregistered.

Order Form means the document generated by the Supplier's CRM or contract management system and accepted by the Client, which sets out the Services, Fees, Initial Term and service-specific details.

Services means the services specified in the applicable Order Form and may include:

  • HR consultancy;
  • retained HR support;
  • outsourced HR services;
  • employee relations support;
  • disciplinary and grievance support;
  • workplace investigations;
  • appeal support;
  • mediation services;
  • recruitment support;
  • training services;
  • mentoring and coaching;
  • payroll services;
  • health and safety services;
  • HR audits;
  • compliance services; and
  • any other related services agreed by the parties.
1.2 Interpretation

Unless the context otherwise requires:

a. words in the singular include the plural and vice versa;

b. references to legislation include any amendment, replacement or re-enactment;

c. headings are for convenience only and do not affect interpretation;

d. references to writing include email and electronic communications;

e. references to persons include companies, charities, partnerships, trusts, public bodies and other organisations.

2. APPOINTMENT AND SERVICES

2.1 Appointment

The Client appoints the Supplier to provide the Services and the Supplier agrees to provide the Services in accordance with this Agreement.

2.2 Scope of Services

The Supplier shall provide the Services specified in the applicable Order Form.

2.3 Service Delivery

The Supplier shall determine the manner, method, personnel and resources used to deliver the Services and may allocate such employees, consultants or subcontractors as it considers appropriate.

2.4 No Employment Relationship

Nothing in this Agreement creates a contract of employment, agency, partnership or joint venture between the parties.

2.5 Reliance on Information

The Supplier shall be entitled to rely upon information, records, documentation and instructions supplied by the Client unless the Supplier knows or reasonably ought to know such information to be materially inaccurate.

3. PROFESSIONAL STANDARDS

3.1 Standard of Care

The Supplier shall perform the Services using reasonable skill, care and diligence.

3.2 Professional Standards

The Supplier shall, where applicable, act in accordance with relevant professional standards including the principles and Code of Professional Conduct of the Chartered Institute of Personnel and Development.

3.3 Compliance

The Supplier shall comply with all applicable laws and regulations relating to the provision of the Services.

3.4 No Guarantee of Outcome

The Supplier provides advice, guidance and support in good faith and using reasonable skill and care. Responsibility for any management, employment, disciplinary, grievance, payroll, health and safety or other business decision remains solely with the Client.

The Supplier does not guarantee any particular business, employment, tribunal, regulatory or commercial outcome.

4. CLIENT OBLIGATIONS

The Client shall:

4.1 Cooperation

Provide all reasonable cooperation, assistance, access, information and documentation required for the Supplier to perform the Services.

4.2 Accuracy of Information

Ensure that information supplied to the Supplier is accurate, complete and not misleading.

4.3 Authority to Instruct

Ensure that any individual providing instructions to the Supplier has authority to do so on behalf of the Client.

4.4 Legal Compliance

Remain responsible for compliance with all legal and regulatory obligations applicable to its business.

4.5 Implementation of Advice

Remain responsible for implementing, adapting or rejecting any advice, recommendations or Deliverables provided by the Supplier.

4.6 Health and Safety Responsibilities

Where health and safety services are provided, responsibility for legal compliance, implementation of recommendations and maintenance of safe systems of work remains with the Client.

4.7 Payroll Responsibilities

Where payroll services are provided, the Client shall ensure that all payroll information supplied is accurate, complete and submitted within agreed timescales.

5. FEES AND PAYMENT

5.1 Fees

The Client shall pay the Fees specified in the applicable Order Form.

5.2 Retained Services

Unless otherwise specified, retained service Fees shall be payable monthly in advance by Direct Debit.

5.3 Direct Debit Requirement

Retained Services are conditional upon the Client maintaining a valid Direct Debit mandate. Failure to maintain a valid Direct Debit may constitute a material breach of this Agreement.

5.4 Additional Services

Additional Services shall be charged separately at the rates agreed between the parties.

5.5 VAT

All Fees are exclusive of VAT unless expressly stated otherwise.

5.6 Payment Terms

Invoices shall be payable within seven (7) days of issue unless alternative payment terms are stated in the Order Form.

5.7 No Set-Off

All amounts due shall be paid in full without deduction, set-off or counterclaim.

5.8 Interest

The Supplier may charge interest on overdue amounts at a rate of four per cent (4%) above the Bank of England base rate.

5.9 Suspension

Where payment remains outstanding fourteen (14) days after a written reminder has been issued, the Supplier may suspend all or part of the Services.

The Supplier shall not be liable for any loss, delay, cost, claim or consequence arising from such suspension.

5.10 Recovery Costs

The Client shall reimburse the Supplier for reasonable costs incurred in recovering overdue debts.

6. ANNUAL FEE REVIEW

6.1 Annual Review

The Supplier may review Fees annually on or after each anniversary of the Commencement Date.

6.2 Fee Increase

The Supplier may increase Fees by up to three per cent (3%) plus the percentage increase in the Consumer Prices Index (CPI) over the preceding twelve-month period.

6.3 Notice

The Supplier shall provide not less than thirty (30) days' written notice of any increase.

7. ADDITIONAL SERVICES

The Client may request Additional Services from time to time.

The Supplier may accept or decline such requests and shall be entitled to charge separately for Additional Services.

No Additional Services shall be provided unless agreed by the parties.

8. SERVICE CHANGES

The Client may request changes to the Services.

The Supplier shall consider any request and may:

a. accept the request;

b. propose revised Fees or terms; or

c. decline the request where it is not reasonably practicable.

No change shall take effect unless agreed in writing.

9. FAIR USAGE AND SCOPE REVIEW

9.1 Fair Usage

Retained service packages are provided on the basis of reasonable and fair usage.

9.2 Scope Assumptions

Fees are based upon information supplied by the Client regarding workforce size, organisational structure, operating locations and anticipated service requirements.

9.3 Material Change

Where there is a material increase in:

  • employee numbers;
  • operating locations;
  • acquisitions;
  • mergers;
  • TUPE transfers;
  • restructures;
  • complexity of operations;
  • volume of employee relations matters;
  • volume of payroll processing requirements;
  • health and safety requirements; or
  • any other factor materially affecting the Services,

the Supplier may review the Fees and propose revised pricing.

9.4 Exceptional Demand

Where the Client experiences an exceptional volume of employee relations matters, investigations, disciplinary proceedings, grievances, absence management matters, organisational change projects, payroll queries or other support requirements materially exceeding those reasonably anticipated, the Supplier reserves the right to agree additional charges or revised service arrangements.

9.5 Consultation

The Supplier shall discuss any proposed revision with the Client and provide reasonable written notice before revised Fees take effect.

10. CONFIDENTIALITY

10.1 Confidential Information

Each party shall keep confidential all Confidential Information received from the other party and shall not disclose such information except as permitted by this Agreement.

10.2 Permitted Disclosure

Confidential Information may be disclosed:

a. to employees, officers, consultants, professional advisers or subcontractors who require access for the purposes of this Agreement;

b. where required by law, regulation, court order or regulatory authority;

c. where the information has entered the public domain other than through breach of this Agreement;

d. where the information was already lawfully known to the receiving party before disclosure.

10.3 Use of Confidential Information

Each party shall use Confidential Information solely for the purposes of fulfilling its obligations under this Agreement.

10.4 Survival

The obligations contained in this clause shall continue for a period of six (6) years following termination of this Agreement.

11. DATA PROTECTION AND INFORMATION GOVERNANCE

11.1 Compliance

Each party shall comply with all applicable data protection legislation, including the UK General Data Protection Regulation, the Data Protection Act 2018 and any legislation replacing or supplementing them.

11.2 Separate Agreements

Where the Services involve the processing, sharing, storage or handling of personal data, confidential information or special category data, the parties shall comply with any separate:

  • Data Processing Agreement;
  • Information Handling Agreement;
  • Data Sharing Agreement; or
  • other information governance arrangement,

entered into between them.

11.3 Incorporation

Any such agreement shall be deemed incorporated into the contractual relationship between the parties.

11.4 Priority

In the event of any inconsistency between this Agreement and any separate data protection or information governance agreement, the latter shall prevail in relation to data protection and information governance matters.

12. INTELLECTUAL PROPERTY

12.1 Ownership

All Intellectual Property Rights in the Services and Deliverables shall remain vested in the Supplier.

12.2 Licence to Client

Subject to payment of all Fees due under this Agreement, the Supplier grants the Client a non-exclusive, non-transferable licence to use the Deliverables for its own internal business purposes.

12.3 Restrictions

The Client shall not:

a. sell, licence, publish or commercially exploit the Deliverables;

b. permit third parties to rely upon the Deliverables;

c. reproduce or distribute the Deliverables other than for legitimate internal business purposes;

without the Supplier's prior written consent.

12.4 Third Party Reliance

The Services and Deliverables are provided solely for the benefit of the Client.

No third party shall be entitled to rely upon any advice, report, recommendation, payroll output, health and safety assessment, investigation report, training material or other Deliverable without the Supplier's prior written consent.

12.5 Client Materials

The Client retains ownership of all intellectual property rights in materials supplied by the Client.

13. ANTI-BRIBERY, SANCTIONS AND COMPLIANCE

13.1 Compliance

Each party shall comply with:

a. the Bribery Act 2010;

b. all applicable anti-corruption legislation;

c. all applicable sanctions and export control legislation; and

d. all applicable laws and regulations relevant to its business activities.

13.2 Prohibited Conduct

Neither party shall offer, promise, give, request or accept any financial or other advantage in breach of applicable anti-bribery legislation.

13.3 Notification

Each party shall notify the other promptly upon becoming aware of any actual or suspected breach of this clause.

14. CONFLICTS OF INTEREST

14.1 Existing and Future Clients

The Supplier may provide services to other clients whose interests may differ from those of the Client.

14.2 Conflict Management

Where the Supplier becomes aware of an actual conflict of interest which may materially affect the Services, it shall notify the Client as soon as reasonably practicable.

14.3 Resolution

The Supplier shall take reasonable steps to manage any conflict of interest.

14.4 Termination for Conflict

Where, in the Supplier's reasonable opinion, a conflict cannot be appropriately managed, the Supplier may terminate the affected Services upon written notice.

15. LIABILITY

15.1 Unlimited Liability

Nothing in this Agreement shall exclude or limit liability for:

a. death or personal injury caused by negligence;

b. fraud or fraudulent misrepresentation;

c. any liability that cannot lawfully be excluded or limited.

15.2 Excluded Losses

Neither party shall be liable for:

a. loss of profit;

b. loss of revenue;

c. loss of business opportunity;

d. loss of anticipated savings;

e. loss of goodwill;

f. loss of reputation;

g. indirect or consequential loss.

15.3 Specific Exclusions

The Supplier shall not be liable for:

a. decisions taken by the Client;

b. failure by the Client to follow advice or recommendations;

c. inaccurate, incomplete or misleading information supplied by the Client;

d. delays caused by the Client or third parties;

e. payroll errors arising from inaccurate information supplied by the Client;

f. tax, pension or HMRC liabilities arising from inaccurate information supplied by the Client;

g. health and safety breaches arising from failure to implement recommendations;

h. tribunal awards, settlements, compensation payments or regulatory fines except where directly caused by the Supplier's negligence.

15.4 Aggregate Liability Cap

Subject to Clauses 15.1 and 15.2, the Supplier's total aggregate liability arising out of or in connection with this Agreement, whether in contract, tort (including negligence), breach of statutory duty or otherwise, shall not exceed the lower of:

a. £1,000,000; or

b. the total Fees paid or payable by the Client during the twelve (12) months immediately preceding the event giving rise to the claim.

15.5 Time Limit for Claims

No claim arising out of this Agreement may be brought more than twelve (12) months after the Client became aware, or ought reasonably to have become aware, of the circumstances giving rise to the claim.

16. INSURANCE

16.1 Insurance Cover

The Supplier shall maintain appropriate insurance cover with reputable insurers, including:

a. professional indemnity insurance;

b. public liability insurance; and

c. employers' liability insurance where applicable.

16.2 Evidence

The Supplier shall provide reasonable evidence of such insurance upon written request.

17. NON-SOLICITATION

17.1 Restriction

The Client shall not directly or indirectly solicit, employ, engage or otherwise retain any employee, consultant or contractor of the Supplier who has been materially involved in providing the Services.

17.2 Duration

This restriction shall apply during the term of this Agreement and for twelve (12) months following termination.

17.3 General Recruitment

Nothing in this clause shall prevent recruitment through a genuinely public recruitment process not specifically targeted at the Supplier's personnel.

18. FORCE MAJEURE

18.1 Force Majeure Event

Neither party shall be liable for any delay or failure in performing its obligations where such delay or failure results from circumstances beyond its reasonable control.

18.2 Examples

Such circumstances may include:

  • natural disasters;
  • fire;
  • flood;
  • epidemic or pandemic;
  • war;
  • terrorism;
  • civil unrest;
  • industrial disputes;
  • utility failures;
  • internet outages;
  • cyber incidents;
  • government action; and
  • failures of third-party suppliers.
18.3 Mitigation

The affected party shall take reasonable steps to minimise the effects of the force majeure event.

18.4 Extended Force Majeure

Where a force majeure event continues for more than ninety (90) consecutive days, either party may terminate the affected Services by written notice.

19. TERM AND TERMINATION

19.1 Commencement

This Agreement shall commence on the Commencement Date specified in the applicable Order Form.

19.2 Initial Term

The Agreement shall continue for the Initial Term specified in the applicable Order Form.

19.3 Rolling Continuation

Upon expiry of the Initial Term, this Agreement shall automatically continue on a rolling monthly basis unless terminated in accordance with this Agreement.

19.4 Termination on Notice

Following expiry of the Initial Term, either party may terminate this Agreement by giving not less than three (3) months' written notice.

No notice may expire before the end of the Initial Term.

19.5 Package Changes

Following expiry of the Initial Term, the Client may request a change to the Services or package level.

Any such change shall be subject to agreement between the parties and may require the issue of a revised Order Form.

19.6 Immediate Termination

Either party may terminate this Agreement immediately by written notice if the other party:

a. commits a material breach of this Agreement which is incapable of remedy;

b. commits a material breach capable of remedy and fails to remedy it within thirty (30) days of receiving written notice;

c. repeatedly breaches this Agreement;

d. becomes insolvent;

e. enters liquidation, administration or a voluntary arrangement with creditors;

f. ceases or threatens to cease trading; or

g. undergoes a change of control which materially affects its ability to perform its obligations.

19.7 Supplier Termination Rights

The Supplier may terminate this Agreement immediately where:

a. Fees remain unpaid for more than thirty (30) days after becoming due;

b. the Client fails to maintain a valid Direct Debit mandate for retained Services;

c. the Client engages in unlawful, abusive or improper conduct towards the Supplier's personnel;

d. a conflict of interest arises which cannot reasonably be managed; or

e. continued provision of the Services would expose the Supplier to legal, regulatory or professional risk.

19.8 Suspension Pending Investigation

The Supplier may suspend all or part of the Services while investigating any actual or suspected breach of this Agreement.

20. CONSEQUENCES OF TERMINATION

20.1 Outstanding Fees

Upon termination, the Client shall immediately pay:

a. all outstanding invoices;

b. all accrued Fees;

c. all approved expenses;

d. all Fees due in respect of Services delivered but not yet invoiced.

20.2 Return of Property

Each party shall return or securely destroy any property, documentation or materials belonging to the other party upon request.

20.3 Continuing Obligations

Termination shall not affect:

a. accrued rights and remedies;

b. rights to recover unpaid Fees;

c. obligations intended to survive termination.

20.4 Survival

The following clauses shall survive termination:

  • Confidentiality;
  • Intellectual Property;
  • Liability;
  • Non-Solicitation;
  • Data Protection and Information Governance;
  • Governing Law and Jurisdiction;

any clause expressly or impliedly intended to survive termination.

20.5 No Refunds

Unless expressly agreed otherwise in writing, Fees paid in advance shall be non-refundable.

21. COMPLAINTS

21.1 Informal Resolution

The parties shall seek to resolve any concerns or disputes promptly and in good faith.

21.2 Complaints Procedure

The Client may raise concerns regarding the Services in accordance with the Supplier's Complaints Procedure as amended from time to time.

21.3 Escalation

Where a complaint cannot be resolved operationally, it shall be referred to senior representatives of both parties for review.

21.4 Preservation of Rights

Nothing in this clause shall prevent either party from exercising any legal rights available to it.

22. GENERAL PROVISIONS

22.1 Entire Agreement

This Agreement, together with any applicable Order Form and any documents expressly incorporated by reference, constitutes the entire agreement between the parties and supersedes all prior discussions, negotiations, representations and agreements relating to its subject matter.

22.2 Variation

No variation of this Agreement shall be effective unless recorded in writing and agreed by authorised representatives of both parties.

22.3 Assignment

The Client may not assign, transfer or subcontract any rights or obligations under this Agreement without the Supplier's prior written consent.

The Supplier may assign, transfer or subcontract its rights and obligations provided this does not materially reduce the level of service provided.

22.4 Severability

If any provision of this Agreement is found to be invalid, illegal or unenforceable, the remaining provisions shall continue in full force and effect.

22.5 Waiver

No delay or failure by either party to exercise any right shall constitute a waiver of that right.

22.6 Third Party Rights

A person who is not a party to this Agreement shall have no right to enforce any provision of it under the Contracts (Rights of Third Parties) Act 1999.

22.7 Notices

Any notice under this Agreement shall be:

a. delivered by hand;

b. sent by pre-paid first-class post; or

c. sent by email,

to the address specified in the applicable Order Form or otherwise notified by the receiving party.

22.8 Deemed Receipt

Notices shall be deemed received:

a. if delivered by hand, on delivery;

b. if posted within the United Kingdom, two (2) Business Days after posting;

c. if sent by email, on the next Business Day following transmission.

22.9 Electronic Signatures

The parties agree that this Agreement, any Order Form and any variation may be executed electronically and that electronic signatures shall have the same legal effect as handwritten signatures.

22.10 Publicity

The Supplier shall not use the Client's name, logo or branding in marketing materials without the Client's prior written consent.

22.11 Relationship of the Parties

Nothing in this Agreement creates a partnership, joint venture, agency relationship or employment relationship between the parties.

23. GOVERNING LAW AND JURISDICTION

23.1 Governing Law

This Agreement and any dispute or claim arising out of or in connection with it shall be governed by and construed in accordance with the laws of England and Wales.

23.2 Jurisdiction

The courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim arising out of or in connection with this Agreement.

EXECUTION

The parties have indicated their acceptance of this Agreement by execution of the applicable Order Form, whether by wet signature or electronic signature.

The parties agree that acceptance of an Order Form incorporating this Agreement shall constitute acceptance of the terms of this Agreement in full.

HR MASTER SERVICES AGREEMENT

Version 1.0

© The HR Branch Limited. All rights reserved