The LAND SURVEYORS LICENSING BOARD of WESTERN AUSTRALIA Dear Colleague Your use of this draft ‘Terms of Engagement and Cost Agreement for Authorised Surveys’ (including the attached schedules) is subject to the following disclaimer: Disclaimer The Land Surveyor’s Licensing Board has used its best endeavours to ensure the “The Terms of Engagement and Cost Agreement for Authorised Surveys” comply with the Licensed Surveyors Act (1909) and subsidiary regulations but no warranties in that respect are given. “The Terms of Engagement and Cost Agreement for Authorised Surveys” is provided as a service to members of the surveying profession. The document is provided on the basis that survey practices shall make their own assessment and verification of its content. The Board requires surveyors to familiarise themselves with the Act and Regulations. None of the members of the Board, any employee or agent of the Board shall be responsible or liable for any loss, damage or injury however caused by any negligent or unlawful act or omission of, by or on the part of the Board or any employee or agent of the Board arising from the use reliance on any information, including out-of-date, incomplete, inaccurate or misleading information expressly stated in or implied in the “The Terms of Engagement and Cost Agreement fro Authorised Surveys”. Yours sincerely Richard Browne Secretary August 2010 81894988-2010 Page 1 of 12 TERMS OF ENGAGEMENT AND COST AGREEMENT FOR AUTHORISED SURVEYS [xxxxxx] (“the Survey Practice”) agrees to act on your behalf subject to you agreeing and accepting the following terms and conditions: This is an offer to enter into a costs agreement for the Survey Practice to undertake Authorised Surveys as defined in section 3 of the Licensed Surveyors Act 1909 (‘the Act’) and associated services as described in paragraph 3 of Part 2 on the terms and conditions set out in Part 2. This offer may be accepted by you in writing or by your conduct by giving or continuing to give instructions, whether verbally or in writing, to the Survey Practice. The terms of this document, insofar as they relate to the professional obligations of the Survey Practice, should be read in concert with the provisions of the Act as amended from time to time. Please note however, that accounts issued by the Survey Practice are to be paid strictly within 14 days of the date of the account. PART 1 – AGREEMENT You agree with the Survey Practice that: the details set out and the terms and conditions set out in Part 2; apply in relation to the services which are to be performed for you by the Survey Practice. Your signature: Name: [xxxxxxx] Date [xxxxxx] Principal of the Survey Practice Signature: Name:[xxxxxx] Date: [xxxxxx] PART 2 – SCHEDULE 1 Client’s Details Name: Address: Telephone: Facsimile: Email: File Reference: 2 Details of Survey Practice [Name] 81894988-2010 Ph: Page 2 of 12 [Address] Facsimile: Email: 3 Survey services [Brief description of the work the Survey Practice has been instructed to do at the time this Agreement is entered into] OR [The Survey Practice will undertake the scope of work set out in the Schedule marked ‘B’] 4A Costs – The Survey Practice will charge you as follows: 1) On an hourly rate calculated on a time cost basis of xxx minutes (“1 unit”). The minimum charge is 1 unit (even if actual time spent is less) Principal $xxx /hour inclusive of GST Employee Surveyor $xxx /hour inclusive of GST Administrative Staff $xxxx /hour inclusive of GST Services provided on a time basis include but are not limited to Assessment of client proposal, including viability, planning and statutory constraints Attendance at Site; Conducting initial survey; Preparation of Field Notes Records/Applications Perusal of Conditions Land & property surveys Preparation of statutory records Lodgement of statutory records Initial application of clearance by agencies Final application to WAPC Telephone attendances Drafting letters to clients confirming deposited plan status On July 1st each calendar year the Survey Practice will review its hourly rates and may increase the rates set out above, either by reference to the Consumer Price Index applicable to the City of Perth or otherwise. In that event, the Survey Practice will also give you written notice of any changes before any increase is proposed. If you do not accept those changes, you may write to us advising that you do not accept those changes. Upon receipt of such notice, this agreement comes to an end but you will owe us money for work done up to that stage. We will then cease acting for you. B Disbursements. 81894988-2010 Landgate title/survey and other searches; [other] Page 3 of 12 More specifically, the Survey Practice may charge the following disbursements at the following rates (plus GST): 5 File Administration fee (File opening fee) - $xxxx; Postage and petties - $xxxx Binding of Documents - $xxxx For outgoing facsimile transmissions - $xxx per fax; Photocopying charges/plan printing - $xxx per page; [other] Estimate of total Client Costs The Survey Practice’s overall estimate of costs (including disbursements) payable by you to the Survey Practice in accordance with the scope of work set out in Schedule ‘B’ $_____________inclusive of GST Please note that the above estimate is based upon the information provided by you and otherwise available at the time of preparing this agreement. The estimate is not to be considered a quote unless otherwise agreed between you and the Survey Practice. Should the scope of the work as set out in Schedule B change, the Survey Practice reserves the right to provide a new overall estimate, whether that estimate of costs whether that estimate is greater or less than the estimate contained herein. Further, it is possible that further costs may be incurred as a consequence of having to comply with certain conditions imposed by the WAPC or other statutory authorities. Such costs are your sole responsibility. While the Survey Practice takes reasonable care to identify such costs as and when they may arise during the course of completing the Scope of Works, the Survey Practice is not liable for any loss or damage that may be caused as a consequence of not having identified such a cost or costs prior to or during the undertaking of the Scope of Works. 6 Rate of interest If you do not pay an account within 14 days of the date of the account, the Survey Practice may charge interest on the unpaid portion from the due date until the date of payment in full at a rate of 6%. 7 GST You acknowledge that GST is payable in respect of each taxable supply made under this Agreement and that all charges including disbursements shown in this Agreement are inclusive of GST. “GST”, “taxable supply” and “tax invoice” have the meaning given in A New Tax System (Goods & Services Tax) Act 1999. 8 Additional arrangements a) The Survey Practice may require advance payment Upon execution of this agreement or upon you providing instructions to the Survey Practice to carry out any of the work described in Schedule B, the Survey Practice may require you to pay xx% of the total estimated cost. Should the Survey Practice so elect, it will issue an invoice for an amount representing xx % of the total cost within 7 days of the execution of this agreement or otherwise within a reasonable time of being instructed. 81894988-2010 Page 4 of 12 The Survey Practice will not be obliged to commence work in relation to the scope of works until such time as the invoice is paid. b) Payment of the Survey Practice’s account is strictly 14 days from the date of issue of invoice. Should you experience difficulties in meeting the Survey Practice’s payment criteria you are urged to contact either the administration manager or the surveyor who has conduct of your project without delay to discuss payment. Subject to the Agency / Principal ruling by the ATO, GST will apply to all accounts rendered. The Survey Practice may request at any time that any director and / or all directors of the client company execute a Director’s Guarantee and Indemnity. c) Instructions Where instructions are obtained from more than one individual or party they become jointly and severally liable to pay our costs. d) Surveyor who will have conduct of your matter The surveyor who will have primary conduct of your matter is [xxxxxxx] e) Independent Legal Advice It is in your interests to obtain legal advice about the meaning and effect of this Agreement. f) Emails The Survey Practice will correspond with you via email at your request. However, we do not represent or warrant the security of The Survey Practice’s email network or that any files attached to the email are free from viruses, defects or errors. The Survey Practice will not be responsible or liable for any loss or damage suffered directly or indirectly or as a consequence of correspondence via email or attachments. g) Failure to provide instructions or pay accounts The Survey Practice may terminate the retainer and cost agreement and cease to act on your behalf, and be entitled, inter alia, to refuse to lodge documents to place a plan in order for dealings, without further notice, if: (a) you fail to provide us with further and better instructions as and when requested and / or fail to respond to our correspondence, telephone calls or at all; (b) The Survey Practice forms the opinion, on reasonable grounds, that mutual confidence and trust do not exist between us and you; (c) The Survey Practice considers on reasonable grounds that, by continuing to act for you, the surveyor may be acting unprofessionally or otherwise breaching terms of the Act or ; or (d) You fail to pay our account within 14 days of the account being issued to you; 81894988-2010 Page 5 of 12 h) Surveyor is your agent The Survey Practice is your agent and may incur expenses (such as fees charged by an independent valuer) on your behalf. So far as reasonably possible, The Survey Practice must first obtain your consent before incurring substantial expenses on your behalf. i) Termination by you You may terminate this Agreement at any time by writing to the Survey Practice. You remain responsible for all costs which The Survey Practice may properly charge up to the time of receipt by us of the notice of termination. j) Agreement and variation This Agreement is binding on you and the Survey Practice. It may not be varied except in writing. k) Surveyor’s Lien The Survey Practice will retain all files, documents and personal property in the Survey Practice’s possession relating to your matter(s) until the Survey Practice’s accounts are paid in full. l) Reasonable costs The Survey Practice must take reasonable care in providing surveying services to you. If you suffer injury, loss or damage partly as a result of your own negligence, any claim you make against the Survey Practice for breach of contract will be reduced, as if the claim were based in negligence, to the extent that it is just and equitable having regard to your share in the responsibility for the injury, loss or damage. m) Copyright You acknowledge the Survey Practice’s copyright in all documents prepared by the Survey Practice and that they must not be reproduced, other than for the purpose of permitting the scope of works being completed, without the Survey Practice’s prior written permission. n) Destruction of files The Survey Practice will destroy the file(s) created upon your instructions seven (7) years after completion of your matter. File(s) may be destroyed earlier upon The Survey Practice giving you written notice. o) Arbitration Any dispute between the parties will be referred to an accredited Arbitrator appointed by the Land Surveyor’s Licensing Board, who may pass his opinion which will be binding upon the parties. p) Safety The Survey Practice undertakes to comply with all relevant environmental and occupational safety and health legislation. The Survey Practice also undertakes to ensure that its employees undergo pertinent training, induction courses and wear personnel protective 81894988-2010 Page 6 of 12 equipment. The client agrees to likewise comply with all relevant environmental and occupational safety and health legislation and to provide site inductions where pertinent to the safety and health of on site workers. q) Indemnification and Insurances [xxxxx] has Worker’s Compensation as required by Survey, and Professional Indemnity, Motor Vehicle and Public Liability Insurances. To the extent of the nett proceeds payable from these coverages in accordance with the policy terms and conditions, The Survey Practice will indemnify the client for losses, damages or expenses resulting from the Survey Practice’s negligence in connection with the services, In no event shall the Survey Practice’s liability to the client extend beyond those obligations assumed by the Survey Practice, not extend to the client’s loss of use or profit or any other form of consequential loss or damage. The Survey Practice shall not be responsible for anything arising from circumstances beyond its control, including but not limited to war, civil disturbance, industrial dispute, fire, natural calamity, act of God, acts of client or other consultants or contractors involved with the work, or demand or requirement of Survey or government. If this Contract involves contracting out and/or sub-contracting the Survey Practice’s personnel (employee) to perform work for the client under the clients instructions, procedures and policies, the Survey Practice will not be held responsible for the results and consequences or any work performed by the personnel on the grounds that such work is performed in accordance with the clients quality system and under the clients supervision and instruction. r) Directors Guarantee and Indemnity You have agreed to enter into a Directors Guarantee and Indemnity found in Schedule A. Disclaimer The Land Surveyor’s Licensing Board has used its best endeavours to ensure the “The Terms of Engagement and Cost Agreement” comply with the Act and Regulations but no warranties in that respect are given. “The Terms of Engagement and Cost Agreement” is provided as a service to members of the surveying profession. The document is provided on the basis that surveying practices shall make their own assessment and verification of its content. The Board urges surveyors to familiarise themselves with the Act and Regulations. None of the members of the Board, any employee or agent of the Board shall be responsible or liable for any loss, damage or injury however caused by any negligent or unlawful act or omission of, by or on the part of the Board or any employee or agent of the Board arising from the use reliance on any information, including out-of-date, incomplete, inaccurate or misleading information expressly stated in or implied in the “The Terms of Engagement and Cost Agreement”. 81894988-2010 Page 7 of 12 SCHEDULE A DIRECTORS GUARANTEE & INDEMNITY IN CONSIDERATION of the Survey Practice at the request of the Guarantor entering into a retainer and cost agreement with the client company the Guarantor, and if the Guarantor consists of more than one person then each of them jointly and severally, HEREBY UNCONDITIONALLY AND IRREVOCABLY GUARANTEES to the Survey Practice the due and punctual payment to the Survey Practice’s accounts or any monies owing under the retainer and cost agreement AND ALSO HEREBY INDEMNIFIES The Survey Practice and agrees to keep the Survey Practice indemnified from and against all loss, damage, costs and expenses suffered or incurred by the Survey Practice by reason of any breach or non performance by the client company the Guarantor DOTH HEREBY COVENANT and it is hereby agreed as follows:1. If the client company does not pay all or any part of the Survey Practice’s account on the date on which the same or any part thereof (including interest) becomes due and payable the Guarantor shall forthwith (whether or not demand therefore shall be made) pay the same to The Survey Practice. 2. The liability of the Guarantor hereunder shall not be abrogated prejudiced or affected by - 3. 2.1 The granting of time, credit or any indulgence or other concession to the client company or the Guarantor by the Survey Practice or by any compounding, compromise, release, abandonment, waiver, variation, relinquishment or renewal of any securities, documents of title or assets or of any of the rights of The Survey Practice against the client company or the Guarantor or by any neglect or omission to enforce any such rights; 2.2 Anything done or omitted or neglected to be done by the Survey Practice in exercise of the rights, powers or discretions vested in the Survey Practice hereunder or in any security or agreement collateral or supplemental hereto or any other dealing or thing which but for this provision might operate to abrogate prejudice or affect this Guarantee and Indemnity; 2.3 Any other person or corporation becoming a guarantor; 2.4 Any alteration or addition or variation to the retainer or cost agreement; 2.5 The liquidation of any Guarantor which is a corporation or the bankruptcy or death of any Guarantor who is a natural person. This Guarantee and Indemnity shall be a continuing guarantee and indemnity and accordingly shall be irrevocable and shall remain in force until the whole of the Contract Sum been fully paid or satisfied. Guarantor 1: Guarantor 2: Client Company: Client Company: Signed: Signed: Directors Name: Witness Signed: Witness Name: Directors Name: Witness Signed: Witness Name: Date: Date: 81894988-2010 Page 8 of 12 SCHEDULE B SCOPE OF WORKS- BOUNDARY REDEFINITION THE SURVEY PRACTICE SERVICES; (1) Carry out title search and relevant previous Plans and Field Books at Landgate (2) Survey to define and mark lot boundaries, locate improvements adjacent to boundary and record the survey in a field book. The field book to be lodged at Landgate where required by Regulation 8. (3) Prepare and supply plan showing marks placed and relevant improvements, provide certificate in accord with Regulation 25A, signed by the Licensed Surveyor. CLIENT RESPONSIBILITIES; (1) Advise Surveyor of purpose for Boundary redefinition (2) Facilitate access to property when convenient to Client and Surveyor Client: Surveyor: Signed: Signed: Date: Date: 81894988-2010 Page 9 of 12 SCHEDULE B SCOPE OF WORKS- BUILT STRATA (Small Development) THE SURVEY PRACTICE SERVICES; (1) Carry out title search at Landgate (2) Survey lot to locate buildings and improvements with respect to parcel boundaries (3) Prepare Strata Plan and associated forms (4) Arrange for a Licensed Valuer to allocate Unit Entitlement (5) Forward preliminary Strata Plan And forms to Client for approval (6) Upon approval submit documents to Local Council (7) Should clearances be required, send request to relevant authority (8) Lodge Strata Plan (certified by the Licensed Surveyor) and documents with Landgate (subject to section G of agreement) (9) Forward copy of lodged Strata Plan and forms to Client (10) Advise Client when Strata Plan is in order for dealings CLIENT RESPONSIBILITIES; (1) Supply copy of Council approved plans and Development Approval conditions (2) Arrange for all construction and works required to comply with Council conditions (3) Inspect preliminary Strata Plan and advise Surveyor if in accord with wishes (4) Arrange for Council inspection when all works are completed (5) Client or Agent to apply to Landgate for issue of new Certificates of Title when advised that Strata Plan is in order for dealings Client: Surveyor: Signed: Signed: Date: Date: 81894988-2010 Page 10 of 12 SCHEDULE B SCOPE OF WORKS- GREEN TITLE SUBDIVISION (Small Development) THE SURVEY PRACTICE SERVICES; (1) Carry out title search at Landgate (2) Carry out Feature Survey (3) Prepare subdivision application plan and Form 1A (4) Forward Plan and Form1A to Client for approval and signing (5) When Plan approved submit application to WAPC (6) WAPC conditional approval received, send copy to client for acceptance of conditions or request reconsideration by WAPC or appeal to SAT (7) Contact water corporation for agreement (8) Forward Western Power letter to client with explanation of process (9) Forward agreements to client for payment (10) Carry out subdivision survey (11) Prepare Deposited Plan with certification by the Licensed Surveyor (12) Apply for clearances (13) Lodge Deposited Plan at Landgate (14) When all clearances available lodge with WAPC with Form1C and fees (15) Send release letter to Landgate (subject to section g. of agreement) (16) When Deposited Plan is in order for dealings send copy to client CLIENT RESPONSIBILITIES; (1) Inspect subdivision application plan, advise if in accord with requirements, sign Form 1A and return to Surveyor (2) Consider WAPC conditional approval and advise if conditions are acceptable or wish to contest conditions (3) Contact Western Power for agreement or Surveyor if assistance is required 81894988-2010 Page 11 of 12 (4) Arrange to carry out works to comply with WAPC conditional approval (5) Arrange with Surveyor a suitable time for boundaries to be defined (6) Notify Surveyor when all WAPC conditions are fulfilled (7) Client or agent to apply to Landgate for issue of new Certificates of Title when advised the Deposited Plan is in order for dealings (8) When in doubt of what action is required contact your Surveyor Client: Surveyor: Signed: Signed: Date: Date: 81894988-2010 Page 12 of 12
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