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Code of Practice

This code of practice defines the standards required of ProjectBook Heritage Register members.

  • Members are expected to consistently apply high standards of skill, knowledge and care in all their work.

  • Members should realistically appraise their ability to undertake and achieve any proposed projects/tasks.

  • Businesses that employ staff and/or sub-contractors shall ensure that all operatives in their employment or all sub-contractors are managed and supervised by a suitably qualified person(s).

  • Members should take all reasonable steps to maintain and develop their professional competence

  • Ensure that their practice, expertise, knowledge, skills and techniques are up to date.

  • Employers should encourage their staff to increase their knowledge and performance and develop their potential through education, suitable training and continuous professional development (CPD).

  • Members shall conduct their professional and business activities with honesty and integrity at all times.

  • Members should not offer or take bribes.

Business Management
  • Business documentation, records and accounts should be maintained in accordance with the statutory requirements.

  • Ensure that the necessary financial resources and professional expertise are in place to:

    1. reliably deliver the service(s) advertised
    2. embark on any particular project offered.

  • Have and maintain suitable insurance to cover all your business activities

Estimates/Quotations/Fee Proposal
  • Unless engaged in a formal contract, members should discuss, offer advice and collect sufficient information from a client in order to present a firm estimate/quotation/fee proposal.

  • All estimates/quotations/fee proposals should be confirmed in writing and include(as appropriate):

    1. A clearly defined scope of works/tasks
    2. Price and whether VAT is applicable.
    3. Clearly define any estimated/provisional sums i.e. any costs that may be subject to adjustment.
    4. Time period required to complete project
    5. A defined period for acceptance
    6. Payment Terms including deposits, stage payments etc.
    7. Terms and conditions

  • Businesses who offer services on a cost plus basis and/or daywork, should present clients with a schedule of current labour rates along with the percentage uplift they apply to plant/materials etc. If requested, a scope of works and an estimate of the total project costs should be presented for client approval before works commence.

  • Once a client has agreed (verbally or in writing) to an estimate/quotation/fee proposal, a contract shall exist between them.

  • Any variations to the works should be recorded and agreed with the client prior to proceeding.

  • Where delay is likely to occur, due notice should be given to the client.

  • Members should have in place (or have access to) procedures for dealing promptly and appropriately with any client complaints/disputes, should they arise.

Heath & Safety
  • Keep up to date and comply with all current Health and Safety legislation

Codes of Practice
  • If you are a member of a trade/professional organisation which has its own code of practice, the terms of that code must also be adhered to at all times.

  • Comply with the relevant British or European Standards, building regulations and any technical codes of practice which relate to the project tasks being carried out.

  • To respect the clients privacy and take all reasonable steps to ensure the security of their home/site and a safe working environment.
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