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30 Specialist ServicesProject-specific written terms

Evidence, Not Badges

Verify Current Credentials Before Appointment

Insurance, qualifications and memberships can change. Ask for current documents tied to the legal entity and people named for your project.

A straightforward verification process

Before accepting a quotation, record which documents your property, freeholder, managing agent or procurement team requires. Check the evidence itself and retain a copy with the agreed scope; do not rely on a marketing claim alone.

Insurance documents

Request the current certificate and policy schedule. Confirm the insured legal entity matches your quote, the proposed activities are covered, and the limits and expiry date meet your building or managing agent’s requirements.

Operative credentials

Where a site requires role-specific cards or qualifications, ask for the current documents for the people assigned to the work. Check the card type, holder, role and expiry rather than relying on a general website badge.

Memberships and approvals

Verify any claimed membership or approval in the issuing organisation’s live directory. A logo or undated certificate is not a substitute for a current listing tied to the contracting entity.

Put the evidence into the contract record

If a credential, policy or approval is important to your appointment, make it an express requirement of the accepted proposal. Confirm who is responsible for keeping it current throughout the work and what happens if it expires or changes.

Property details · Written quote · Current availability

Request Project-Specific Documents

Tell us which documents your property or managing agent requires so they can be addressed before appointment.

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