Assessor Engagement Agreement Introduction and Launch

Assessor Engagement Agreement Introduction and Launch
CPD Non-Technical

Assessor Engagement Agreement Introduction and Launch

20/06/2023 | 12:00 PM - 01:00 PM (AEST)


Who Should Attend:

  • Thermal Performance Assessors
  • Professionals involved in providing thermal performance assessment services
  • Individuals responsible for client engagements and contracts
  • Anyone interested in learning about the importance of using written agreements in professional services


Presented by Daniel Webber from Webber insurance, this webinar will introduce Assessors to their very own Client Engagement Agreement template. The template has been designed in conjunction with Webber Insurance's legal team, Meridian Lawyers to support your professional practice, ensuring your risk exposure to litigation is minimised.

Daniel will be joined by Meridian Lawyers in this presentation so all your questions and concerns can be fully addressed from the legal and risk management perspective.

This presentation aims to introduce and emphasise the importance of using engagement agreements in the context of thermal performance assessment services. It provides an overview of the purpose, benefits, and key components of such agreements. Participants will gain a clear understanding of why written agreements are crucial for professional engagements and how they can effectively utilise them with their clients.

This presentation will cover:

  • Main Topics Covered:

    • Importance of written agreements in professional engagements
    • Overview of different types of agreements in thermal performance assessment services
    • Purpose and significance of the specific engagement agreement discussed
    • Explanation of when, how, and why to use this agreement
    • Ensuring legal protection and risk mitigation for both parties
    • Importance of tailoring the agreement to specific project requirements
    • Accessing the agreement


    Learning Outcomes:

    • By the end of this presentation, participants will be able to:
      • Understand the importance of using written agreements in professional engagements for thermal performance assessment services
      • Identify the key provisions and protections offered by the presented agreement
      • Effectively personalise the agreement by inputting relevant information for each engagement
      • Recognise the benefits of using engagement agreements for both the assessor and the client, including enhanced professionalism, clarity of expectations, and legal protection


Daniel Webber

Daniel Webber is a Director of Webber Insurance Services, a respected insurance brokerage firm that specialises in providing insurance solutions to clients in the building design industry. 

With close to 20 years of experience, Daniel is a trusted advisor to businesses and individuals seeking comprehensive insurance coverage. He has a deep understanding of the unique risks and challenges facing the building design industry and is committed to developing tailored insurance solutions that provide the right level of protection.  

Daniel and his team take a hands-on approach to every client engagement, ensuring that clients receive exceptional service and innovative solutions that meet their specific needs.


CPD Points: 1 Non-Technical CPD points. CPD will be recorded in DMN Members' CPD Manager within 5 business days following the event.

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