What is RICS CHP requirements?
What is your firms CHP?
How do you handle clients money?
I do not have personal experience but I understand that…..
Money must be stored in a client account including the name client
Not overdrawm
Principles cannot be over ridden by procesures
Staff who deal with must be trained
Must be accessible by client
Set up with client bank account
What are client feedback forms and why use them?
Can be in person or 3rd party
Allows revaluation of service thus better fee setting and service provision for new projects
Strenghens existing relationships
What is client care?
Ability to deliver to the clients needs and understanding their requirements and doing it with clear transparency, honestly, integrity, respect etc, continius process
What is a conflict of interest, what are the types, and what measures and in place to proceed?
Ability to act impartially is compromised including own, party and information conflict
If client wishes to proceed, informed consent must be obtained in writing and must be understood and transparent
Information barries can be in place to help manage the conflict
Use non discloure agreement
What do you do when working with a new client?
COI
Moneu laundering
Competence
Service
PII
Explain the process of how a project is executed from brief?
Client breif is produced and issued for bidding
Consultants then produce a fee bid proposal
Fee bid is clarrifed and refined to meet the breif
Letter of engagment is then issued and signed
What is a client breif?
Includes:
Clients buisness brand and vision
Vision, mission and objectives
Prioties and contraints
Organisational structure
Client polocies
Expectations
Key design principles
Site Information
SpaATIAL Requirements
Technical Requirements
What is a fee proposal or fee bid?
Contains the following:
Scope of works
CVs of teams
Previous experience
Any sub consultants
Rems of engagemt
What is included on terms of enagement?
Facts about instruction
Fees
insurance
CHP
Termination
time scales
What is your firms Gifts and Hospitability procesure?
Employers to raise conerns
Annually reviewed
Encorage whistle blowing
Gifts to be proportionate and recorded
Questoion paymnets
Prevent, detect and report
