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