Code of Practice
This code of practice defines the standards required of ProjectBook Heritage Register members.
Competence
- 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).
Honesty
- 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:
- reliably deliver the service(s) advertised
- embark on any particular project offered.
Insurance
- 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):
- A clearly defined scope of works/tasks
- Price and whether VAT is applicable.
- Clearly define any estimated/provisional sums i.e. any costs that may be subject to adjustment.
- Time period required to complete project
- A defined period for acceptance
- Payment Terms including deposits, stage payments etc.
- 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.
Complaints/Disputes
- 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.
Privacy
- 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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