2013 10 -31

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Terms and conditions of contract in tree work - dull it aint!
Presentation to the Scottish Branch of the Arboriultural Association, Halloween 2013

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2013 10 -31

  1. 1. Terms and conditions of contract Jonathan Hazell 31 October 2013
  2. 2. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 2 http://cdn.shopify.com/s/files/1/0157/3938/products/john-is-not-dull-poster1_medium.jpg
  3. 3. • Don’t write too much down • These slides are freely available • There are notes too! • But, if you’re compelled to scribble I’ve flagged the key messages © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 3
  4. 4. The best things come in threes © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 4
  5. 5. • Hopefully, I can impress on you • Why you should bother © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 5
  6. 6. • Hopefully, I can impress on you • Why you should bother, and • what you can do © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 6
  7. 7. • Hopefully, I can impress on you • Why you should bother, and • what you can do, and • when you should do it. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 7
  8. 8. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 8 Why should you bother?
  9. 9. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 9 http://i.telegraph.co.uk/multimedia/archive/01016/italian_job_220_1016903f.jpg Look after your world
  10. 10. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 10 Look after our world
  11. 11. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 11 Look after our world
  12. 12. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 12 Look after our world
  13. 13. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 13 Look after our world
  14. 14. So, how do you go about it? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 14 http://daveharman.com/wp-content/uploads/2011/11/jigsaw-puzzle-2.jpg
  15. 15. Manage expectations © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 15 http://i.dailymail.co.uk/i/pix/2013/03/12/article-2291866-18918E88000005DC-304_964x524.jpg
  16. 16. “You can’t always get what you want, © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 16 http://www.gigslutz.co.uk/wp-content/uploads/2013/07/Rolling-Stones-Hyde-Park-2.jpg Writer: JAGGER, MICK / RICHARDS, KEITH Lyrics © ABKCO Music Inc.
  17. 17. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 17 but if you try sometimes you just might find you get what you need” Writer: JAGGER, MICK / RICHARDS, KEITH Lyrics © ABKCO Music Inc. “You can’t always get what you want,
  18. 18. Define, design, deliver © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 18 http://www.vanleasingquotes.com/van-images/Vauxhall/Astra/Large/Vauxhall-Astravan-Sportive-SE-Silver-Large.jpg
  19. 19. Beware Greeks bearing gifts © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 19 http://uploads7.wikipaintings.org/images/giovanni-domenico-tiepolo/the-procession-of-the-trojan-horse-in-troy-1773.jpg
  20. 20. “A verbal contract isn’t worth the paper it’s written on” © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 20 http://teigerfamily.files.wordpress.com/2012/08/goldwyn-samuel-02-g.jpg Write things down
  21. 21. “As every lawyer knows, setting out clear Terms for any contract, at the outset, is essential if subsequent problems are to be avoided.” © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 21 https://www.jspubs.com/ Write things down
  22. 22. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 22 https://pbs.twimg.com/media/BQvVFfiCAAIEk0W.jpg Be risk averse
  23. 23. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 23 Balance the risks https://pbs.twimg.com/media/BUt_iUsCQAAG4aN.jpg
  24. 24. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 24 De-risk your situation
  25. 25. Let’s start at the very beginning © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 25 http://blog.abcmusicandme.com/wp-content/uploads/2010/09/sound-of-music.jpg
  26. 26. A promise or set of promises which the law will enforce. • The normal method of enforcement is an action for damages for breach of contract, though in some cases the court may order performance by the party in default. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 26 http://www.lawteacher.net/contract-law/introduction.php What’s a contract?
  27. 27. Elements of a contract 1. Agreement An agreement is formed when one party accepts the offer of another and involves a "meeting of the minds". 2. Consideration Both parties must have provided consideration, i.e., each side must promise to give or do something for the other. 3. Intention to create legal relations The parties must have intended their agreement to have legal consequences. The law will not concern itself with purely domestic or social agreements. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 27 http://www.lawteacher.net/contract-law/introduction.php
  28. 28. 4. Capacity The parties must be legally capable of entering into a contract. 5. Consent The agreement must have been entered into freely. Consent may be vitiated by duress or undue influence. 6. Legality The purpose of the agreement must not be illegal or contrary to public policy. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 28 http://www.lawteacher.net/contract-law/introduction.php Elements of a contract
  29. 29. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 29 • The Association has supported the market place by developing standard terms and conditions • for contractors, and • for consultants http://www.trees.org.uk . . . riding to the rescue
  30. 30. • Ts and Cs set the rights and obligations of the contracting parties, when a contract is awarded or entered into • general conditions are common to all types of contracts • special conditions are peculiar to a specific contract (such as contract change conditions, payment conditions, price variation clauses, penalties). © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 30 http://25thjdc.com/wp-content/uploads/2012/11/Scales-of-Justice2.jpg Terms and conditions
  31. 31. • There’s very little need to write your own as Ts and Cs pre-exist • in the canon of work produced by the AA and other industry bodies • in the canon of work produced by the legal profession © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 31 http://25thjdc.com/wp-content/uploads/2012/11/Scales-of-Justice2.jpg Terms and conditions
  32. 32. Civil Procedure Rules © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 32 http://www.justice.gov.uk/courts/procedure-rules/civil
  33. 33. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 33 http://www.expertwitnessscotland.info/home.htm
  34. 34. • Exactly what remains for you to do depends upon where you fit in the market place, which role are you trying to fulfil? • custodian, or • client, or • contractor, or • consultant © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 34 http://www.bombayharbor.com/productImage/114292661359938262356_low/Jvs_Werner_Aluminium_Ladders.jpg What steps are left for you?
  35. 35. • From my experience . . . for every instruction • what will you do? • what will you accept responsibility for? • what will you charge? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 35 Define
  36. 36. “. . . I will . . .” © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 36 http://images4.wikia.nocookie.net/__cb20110807000428/muppet/images/0/07/Marriage.jpg
  37. 37. “. . . I will . . .” 1. Under this proposal as the consultant I will: 1. undertake a tree survey and provide a report against the requirements of Design Stages A – D as referred to in Figure 1: The design and construction process and tree care of BS 5837:2012 Trees in relation to design, demolition and construction – Recommendations (referred to hereafter as BS 5837) at the site shown on [raw data] as supplied by [name] by [email/post] on [date received]. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 37
  38. 38. • From my experience . . . for every instruction • what will you do? • what will you accept responsibility for? • what will you charge? • what will you not do? • what will you not accept responsibility or liability for? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 38 Define
  39. 39. “. . . I will not . . .” © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 39 http://eofdreams.com/data_images/dreams/tarantula/tarantula-10.jpg
  40. 40. 2. Under this proposal as the consultant I will not: 1. meet or contact the local planning authority’s officers to discuss the project that is the subject of the consultancy service; if required those actions will be considered to be a variation (see below) 2. accept any liability that may arise from third-party post-processing of the data that I have captured or recorded unless I have been given adequate opportunity to confirm the veracity of those outputs before they are forwarded to another party. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 40 “. . . I will not . . .”
  41. 41. • From my experience . . . almost without exception • the client or customer may need firm guidance • the process flow chart will be tortured • you will learn something to use later © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 41 Define
  42. 42. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 42 Define – mean what you say
  43. 43. Design • From my experience . . . start by looking the wrong way down the telescope © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 43 http://www.365astronomy.com/images/21094_celestron-omni-xlt-150-refractor-telescope-m.gif
  44. 44. Scottish Branch seminar 31/10/13 http://pukmedia.com/Wenekan_EN/169122162013_moon.jpg
  45. 45. Design • From my experience . . . agree the deliverables © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 45 http://www.365astronomy.com/images/21094_celestron-omni-xlt-150-refractor-telescope-m.gif
  46. 46. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 46 James England – james@England.ac
  47. 47. Design • From my experience . . . only collect the information you need © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 47 http://www.365astronomy.com/images/21094_celestron-omni-xlt-150-refractor-telescope-m.gif
  48. 48. http://farm3.staticflickr.com/2540/3771732645_cd3a065f8e_o.jpg Scottish Branch seminar 31/10/13
  49. 49. Design • From my experience . . . don’t over-promise © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 49 http://www.365astronomy.com/images/21094_celestron-omni-xlt-150-refractor-telescope-m.gif
  50. 50. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 50
  51. 51. Deliver • From my experience . . . • this can be fraught • control is vital • a timetable is important • flexibility can be a strength • Make sure you have all the information you need • Deliver client-ready data © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 51
  52. 52. When? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 52 http://blog.abcmusicandme.com/wp-content/uploads/2010/09/sound-of-music.jpg
  53. 53. When? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 53
  54. 54. When? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 54 http://www.oronozlawyers.com/wp-content/uploads/handcuffs.jpg
  55. 55. Tools for the job? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 55 http://www.az.co.uk/images/productimages/covers/9781843486367_6_c.jpg
  56. 56. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 56
  57. 57. © Jonathan Hazell Page 57 http://www.freeimageslive.com/galleries/workplace/office2/pics/pencil.jpg Scottish Branch seminar 31/10/13
  58. 58. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 58 http://en.getac.com/images/products/PS336/PS336_GF_YF_330x330.jpg
  59. 59. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 59 http://i.telegraph.co.uk/multimedia/archive/02668/120913-MATT-web_2668692a.jpg
  60. 60. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 60 http://www.gustharts.com/images/primary_extra_large_img/ca-a44-pm5360pc.jpg
  61. 61. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 61 http://ecx.images-amazon.com/images/I/61F9rhn1kjL._SL1500_.jpg
  62. 62. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 62 http://www.treesjerrydicker.co.uk/userimages/IMG_0327.JPG
  63. 63. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 63
  64. 64. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 64
  65. 65. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 65
  66. 66. Every picture tells a story © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 66 http://supermother.files.wordpress.com/2011/05/the-photographer-fin.jpg
  67. 67. Have you delivered? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 67
  68. 68. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 68
  69. 69. “. . . when there is in prospect a good that is certain and an evil that is uncertain, it is wrong not to do the good for fear of the evil.” © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 69 Somerset Maugham, W. (1946) Then and now. London: Vintage 09 928686 6, p. 100 http://upload.wikimedia.org/wikipedia/commons/3/3e/Niccolo_Machiavelli_uffizi.jpg Foreseeability
  70. 70. Client ready data © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 70
  71. 71. Don’t get carried away • Don’t go beyond your competence or expertise © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 71 http://chem-fuuast.weebly.com/uploads/1/2/8/9/12894433/5305170_orig.jpg
  72. 72. • Do you need a sub- contractor? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 72 http://www.bbc.co.uk/cult/anderson/thunderbirds/images/520_brains.jpg
  73. 73. • Got the paperwork sorted? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 73 https://encryptedbn2.gstatic.com/images?q=tbn:ANd9GcSkBFwWG6vODe2BfqYIRmlL05RzJLjGEIqraQz1SYfzYVxuyD8Rw
  74. 74. Wrapping up © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 74 http://www.gutsglamgrace.com/wp-content/uploads/2009/12/christmas-present.jpg
  75. 75. • Have you delivered to your client’s expectations? • Have you answered the question that you framed? • Have you got the data you need? • Have you done your research? • Do you have the references you need? • Are you comfortable with your output? © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 75 http://www.abc.net.au/news/linkableblob/3662168/data/students-sitting-an-exam-data.jpg What was the question?
  76. 76. Remember your audience 1. Never use a metaphor, simile, or other figure of speech which you are used to seeing in print. 2. Never use a long word where a short one will do. 3. If it is possible to cut a word out, always cut it out. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 76 http://whyevolutionistrue.files.wordpress.com/2010/07/george-orwell.jpg http://www.orwell.ru/library/essays/politics/english/e_polit
  77. 77. 4. Never use the passive where you can use the active. 5. Never use a foreign phrase, a scientific word, or a jargon word if you can think of an everyday English equivalent. 6. Break any of these rules sooner than say anything outright barbarous. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 77 http://whyevolutionistrue.files.wordpress.com/2010/07/george-orwell.jpg http://www.orwell.ru/library/essays/politics/english/e_polit Remember your audience
  78. 78. • By invoicing you confirm that you have completed your commission and you are fully satisfied that the work meets the brief. • BUT – queries you receive after the issue of your invoice will require you to answer them, these may not be variations. • It is not unreasonable to expect you to do everything in your power to resolve any questions raised, which may mean a return site visit at your expense. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 78 http://i.dailymail.co.uk/i/pix/2008/11/28/article-1090136-02A18192000005DC-531_468x383.jpg Finally . . .
  79. 79. ‘coz it says so . . . “4. Limit of consultant’s liability 1. If any part of the consultancy services are performed negligently or in breach of the provisions of this agreement then at the request of the client (if the request is made within six months of the date of completion of the consultancy services) the consultant will re-perform the relevant part of the consultancy services subject to clauses 4.2 and 4.3 below. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 79 http://www.trees.org.uk
  80. 80. 4. Limit of consultant’s liability 2. Except in the case of death or personal injury caused by the consultant's negligence the consultant's liability under or in connection with this agreement whether arising in contract tort breach of statutory duty or otherwise shall not exceed the greater of the consultant charges or the amount recoverable under the consultant's professional indemnity policy (if applicable). © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 80 http://www.trees.org.uk ‘coz it says so . . .
  81. 81. 4. Limit of consultant’s liability 3. The consultant shall not be liable for any loss or damage or expenses of any nature incurred or suffered by the client of an indirect or consequential nature including without limitation any economic loss, loss of profits turnover, business or goodwill.” © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 81 http://www.trees.org.uk ‘coz it says so . . .
  82. 82. © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 82
  83. 83. If it all goes pear shaped . . . © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 83 http://static.guim.co.uk/sys-images/Guardian/Pix/pictures/2013/7/15/1373895233092/Sir-John-Thomas-010.jpg
  84. 84. . . . see you in court © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 84 http://alisonbattisby.files.wordpress.com/2008/11/london-scene-094.jpg
  85. 85. • I’ve put a model proposal for consultancy services on http://jhazell.com/?page_id=200, or • I’ve also put an example of tender documents for tree work services there, but you’ll need to refer to both GN8 and BS3998 to understand it © Jonathan Hazell Scottish Branch seminar 31/10/13 Page 85 So, some examples

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