ARCHITECTS AND ENGINEERS PROFESSIONAL INDEMNITY INSURANCE PROPOSAL FORM

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Mark Jordan
8 years ago
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1 ARCHITECTS AND ENGINEERS PROFESSIONAL INDEMNITY INSURANCE PROPOSAL FORM 1. General information 1.1 Name of the proposed : 1.2 Please provide a full description of your activities 1.3 Please provide details of membership of any association or professional body 1.4 (a) is the firm a member of consortium or joint venture? (b) is cover required for any joint venture? If yes please provide details

3 Please provide details of membership of any association or professional body 1.

2 2. You and your staff 2.1 Please provide details of all partners, principals and directors: Name Age Professional Qualifications Number of years relevant Experience 2.2 Please provide details of your staff: Number of Staff Professionally Qualified Other 2.3 If you are a sole practitioner please confirm : a) That the application for Professional Indemnity is n relation to your full time occupation b) You have arrangements in place in the event of sickness or holidays to ensure the continuation of the business 2.4 Has any partner, principle or director or employee ever been subject to disciplinary by any Association or professional body? If yes please provide details: 2.5 Is the firm, or any partner or director, individually connected or associated (financially or otherwise) with any other firm or organization for whom work maybe undertaken by the proposer? If yes please provide details:

3 If you are a sole practitioner please confirm : a) That the application for Professional Indemnity is n relation to your full time occupation b) You have arrangements in place in the event of

3 3. Financial information 3.1 Please provide a split of the Gross Fees of the Firm from clients domiciled in: Last completed financial year ending Current Financial year ending Forthcoming financial year ending Date UK USA/Canada Other Total 3.2 Is more than 50 o the Firm s annual fee income derived from ether a single contract or single client? If yes please provide details: 4. Your business analyzed 4.1 Please provide the approximate split of work undertaken by the Firm for the last financial year between the following disciplines: a) Aborted work b) Architecture residential c) Architecture commercial d) Building surveys non structural / land surveys e) Building surveys structural f) Civil/ Structural Engineering g) Electrical/heating & ventilation engineering h) Environmental work i) Feasibility studies j) Interior design/ refurbishment (non-structural ) k) Mechanical engineering l) Planning supervision m) Project management n) Restoration (non Structural) o) Soil engineering / site investigation / setting out p) Town planning / landscape design q) Other work (please provide details) Total Please provide the approximate split of work undertaken by the Firm for the last financial year between the following contract types: a) Amusing ride contracts b) Aviation /automotive/ military/ marine related engineering c) Bridges / tunnels/ damns/ mines/ harbors/ piers/ jetties d) Chemical/ oil/ nuclear engineering e) Cladding & curtain walling contracts f) Demolition contracts/ non destructive testing g) Flooring/ roofing contracts h) Foundations/ underpinning/ piling i) Fire protection / security related systems j) High rise buildings (over 6 storeys) k) Leisure contracts (excluding swimming pools) l) Lifting / bulk handling equipment

USA/Canada Other Total 3.2 Is more than 50 o the Firm s annual fee income derived from ether a single contract or single client? If yes please provide details: 4. Your business analyzed 4.

4 m) Railway / airport related contracts n) Swimming pools o) Toxic waste/asbestos/ landfill p) Water / sewage systems q) Other (please provide details) Total Please state the three largest contracts where construction has commenced in the past five years: a) Start Date b) Start Date c) Start Date 4.4 Please state the two largest contacts where construction is expected to commence shortly a) Start Date b) Start Date 4.5 Does the Firm s risk management procedures include Letters of engagement detailing the Firm s scope of services for all contracts? Letters of non-engagement /disengagement? Diary system with daily back up? Do your standard contract conditions limit your liability? (please provide a copy of your standard contract conditions) 4.6 Has the Firm undertaken in the past, or in there an intention to undertake in the future, any activities other than those disclosed in this Proposal? If yes please provide details:

4 Please state the two largest contacts where construction is expected to commence shortly a) Start Date b) Start Date 4.

5 5. Insurance History 5.1 Does the Firm currently have a Professional Indemnity policy in place? If yes please provide the application retroactive date: 5.2 Is the Firm currently insured by Dubai Insurance Company? If please provide the current Insurer details 5.3 Has any application for Professional Indemnity insurance made by the Firm or any partner; principal or director ever been declined or had special terms imposed? If please provide details: 5.4 Has any claim, whether successful or not, ever been made against the Firm or its predecessors orany past or present partner, principal, director or employee? If please provide details: Please note: if any partner, principal, director or employee is aware of any claim relating to work carried by them in a previous practice or employment, details should be provided under this quotation. 5.5 Are you or any partner, principal, director or employee AFTER FULL ENQUIRY aware of any circumstances which may give rise to a claim against the Firm or its predecessors or any past or present partner, principal, director or employee? If please provide details:

3 Has any application for Professional Indemnity insurance made by the Firm or any partner; principal or director ever been declined or had special terms imposed? If please provide details: 5.

6 6. Insurance requirements 6.1 please state the total limit of indemnity required 250, ,000 1,000,000 2,000,000 5,000,000 AED/$ 6.2 Please state the excess you wish to carry in respect of each and every claim (please note that a minimum excess will be determined by Underwriters although a higher excess would normally warrant a discount) If necessary please continue any answer there was insufficient space, marking the appropriate question number for reference.

2 Please state the excess you wish to carry in respect of each and every claim (please note that a minimum excess

7 DECLARATION The information that you have provided to us forms the basis of your insurance policy. It is important that you advise us f all material information, and immediately of any change in information. Please note if you are in doubt whether or not any information is material, it should be disclosed. Failure to disclose information may prejudice your rights in the event of a claim. A material fact is one that is likely to influence an Underwriter s judgment and acceptance of your proposal. If your proposal is a renewal of an existing policy, it should also include any change in the facts previously advised to Underwriters. I/We declare that the statements and particulars given in this Proposal are correct and that no material fact has been omitted. I/We agree that this Proposal together with any other information supplied shall form the basis of the contract. Signature Position Date:

Please note if you are in doubt whether or not any information is material, it should be disclosed. Failure to disclose information may prejudice your rights in the event of a claim.

Design and Construct. Professional Indemnity Insurance proposal form

Design and Construct. Professional Indemnity Insurance proposal form Design and Construct Professional Indemnity Insurance proposal form Please complete all the questions in this proposal form in black ink, continuing your answers on page 7 where there is insufficient space.