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Broker Agency Survey 2024+ Your Free IBCS-Anchored Broker Agency basic working standards survey begins here... Firstly please complete the Agency details, as each Survey is only valid for ONE Agency Please take time and answer all the self-assessment questions carefully for your business operations. NOTE: Charter Broker Agencies are encouraged to take the International Bareboat Charter Standards Survey and learn how the ISO standards for Charter Operators work to maintain safety and quality. Click on this link to learn more about - ISO 20410 Standards Survey Name Charter Broker Agency Name Agency Manager / Director Agents Email (direct) Charter Brokers Email (head office) Charter Broker Agent's Operational Requirements: (1) Does the Charter Agency have a SOP (Standard Operating Procedure) in place to maintain procedures? Eg: 1:Bookings confirmation 2:Payments confirmation 3:Payment reminders 4:Charter Booking information on operator and location sailing information Yes No Hint Charter Broker Agent's Operational Requirements: (2) Does the Charter Agency operate a QMS (Quality Management System) to maintain the company policies and procedures? Eg: 1: Communications with customers and partners 2: Use of a primary Booking system 3: Contact with customers during the charter period 4: Recording feedback from customers after charter period Yes No Hint Charter Broker Agent's Operational Requirements: (3) Does the Charter Agency confirm all contracts and agreements before the date of the customer's charter: Eg: 1: Broker Agency on-line booking agreement 2: Broker Agency sales agreement 3: Charter operators contract Yes No Hint Charter Broker Agent's Operational Requirements: (4) Does the charter Broker Agent offer customers alternative Insurance cover for each charter booking? Eg: 1: Charter Deposit Insurance 2: Skipper liability Insurance 3: Annual charter Insurance cover Yes No Hint International Charter Agency Standards: Fair Price policy (5) The Charter Agency may not sell a charter boat bookings for less than the online price published by the charter boat operator. Yes No Hint International Charter Agency Standards: Fair Price policy (6) The Charter Agency shall not book a charter boat with different contract conditions than the charter operator. Yes No Hint International Charter Agency Standards: Fair Price policy (7) The Charter Agency shall not offer a charter boat for less than the combined discounts and less than 50% of the agent's booking commission. Yes No Hint International Broker Agency Standards: (8) Has the Charter Agency any ISO Standard certificates? Yes No Hint International Broker Agency Standards: (9) Has the Charter Agency Management team or personnel completed ISO 20410 International Bareboat Charter Verified Standards online survey training with IBCS-Anchored? Yes No Hint Client Contract Details: ISO 20410 Standard (10) Do all charter contracts sent contain detailed information for the client / skipper on the boat's equipment, layout, number of WCs and cabins etc? Yes No Hint Client Contract Details: ISO 20410 Standard (11) Do all charter boat contracts sent out contain information on dates and times of the the handover and return location, transport and parking options? Yes No Hint Client Contract Details: ISO 20410 Standard (12) Do all the charter contracts sent contain information on the complete charter fee with the payment schedule, including taxes for the bareboat charter, the currency of payment, method of payment and bank details, if any? Yes No Hint Client Contract Detail: ISO 20410 Standard (13) Do all charter contracts sent to clients request confirmation and evidence of the skipper's licence before signing? Yes No Hint Client Contract Detail: ISO 20410 Standards (14) Do all charter contract sent to clients confirm the onboard consumables? Clearly stating what is included in and what is excluded from the charter fee, e.g. liquid petroleum gas (LPG), fuel, food and potable water? Yes No Hint Client Contract Detail: ISO 20410 Standard (15) Does the charter contract confirm in writing what optional services are available or have been requested by the charterer and their respective fees, e.g. cleaning arrangements? Yes No Hint Client Contract Detail: ISO 20410 Standard (16) Do all the charter contract provide written terms and conditions for the security deposit, if any, so that charges, deductions, penalties and the reasons for them are clearly explained? Yes No Hint Charter Broker Agent's Ethics: (17) It is the recommended the Broker Agents segregate their own funds from and all monies being held for the client. Eg: A separate bank or trust-accounts should be used for this purpose. Yes No Hint Charter Broker Agent's Ethics: (18) It is the duty of Broker Agents to make every effort possible to ensure that all parties involved in the Yacht Charter Agreement adhere to and accepted all safety, legal and financial standards. Yes No Hint Charter Broker Agent's Ethics: (19) It is the responsibility of the agent to be well informed on current market conditions when advising clients. Yes No Hint Charter Broker Agent's Ethics: (20) It is the responsibility of an agent to be well informed regarding the legal ramifications of the international bareboat yacht charter industry for each geographical area (under consideration). This includes, but is not limited to, Coast Guard rules and regulations, international and local laws, contracts, allowable itineraries, customs/immigration rules and regulations, etc. Yes No Hint Charter Broker Agency standards online survey: (21) Does the charter Broker Agency understand this online survey is not legally binding in any way and only offers examples of working standards for bareboat charter brokers agents? Yes Hint Well Done! You have completed this IBCS-Anchored Survey Questionnaire for broker agents. Before you submit, you can go back and check your answers, or if you are sure you have finished, just click SUBMIT and your results will be saved and emailed to IBCS-Anchored (and a copy to the email you registered at the start of the survey). Note: All survey results are confidential and not data will be used or given to a 3rd party. When you have submitted, check your email for your results and IBCS-Anchored confirmation. If you have any further questions, please get in touch with the IBCS Team directly on email: ibcsanchored@gmail.com or use the website contact form. Also, you can now take the ISO 20410 International Bareboat Charter Standards Verification Survey for charter boat operators and learn how the standards and the Charter Operators work together Click on the link - ISO 20410 Verification Standards Survey Registration Time's upTime is Up!
IBCS-Anchored_Standards-Verification-Survey 24+ Your IBCS-Anchored Verification Standards Survey begins here. Firstly please complete the Operator and Base details, as each certification licence is only valid for ONE base. When the survey starts, do click on "Hint" for basic details of each question; you can also click on "standard explained" for a detailed explanation of each standard requirement. Pleas take time and answer all the self-certification questions carefully. You can only complete ONE Standards Survey per charter base. Charter Operator Charter Base Base Manager (or Base Contact) Charter Base Email (direct) Charter Operations Email (head office) Charter Equipment: (1) Do all charter boats contain standard bareboat general equipment? → standard explained Yes No Hint Charter Equipment: (2) Do all charter boats contain standard bareboat safety equipment? → standard explained Yes No Hint Charter Equipment: (3) Do all charter boats contain standard bareboat additional equipment? → standard explained Yes No Hint Charter Safety: (4) Do all charter boats have a table of lifesaving signals and other safety equipment? → standard explained Yes No Hint Charter Safety: (5) Do all charter boats have an on-board boat manual? → standard explained Yes No Hint Charter Safety: (6) Do all charter boats contain information about the risk of fire or explosion? → standard explained Yes No Hint General Handling: (7) Do all Charter boats contain notices or signs about the handling characteristics? → standard explained Yes No Hint General Handling: (8) Do all charter boats contain information on the proper operation on board boats? → standard explained Yes No Hint General Handling: (9) Do all charter boats contain information on the proper operation to protect the environment and safety? → standard explained Yes No Hint International Standards: (10) Have the charter operator, management, or base personnel already undertaken International Standard ISO-20410 training or an assessment? → standard explained Yes No Hint Client Contract Detail: (11) Does the charter contract contain detailed information for the client / skipper on the boat's equipment, layout, number of WCs and cabins? → standard explained Yes No Hint Client Contract Detail: (12) Does the charter boat contract contain information on dates and times of the the handover and return location, transport and parking options? → standard explained Yes No Hint International Standards: (13) Have the Charter Operator, Management, or Base personnel already completed any IBCS assessment training? → standard explained Yes No Hint Client Contract Detail: (14) Does the charter contract contain information on the complete charter fee with the payment schedule, including taxes for the bareboat charter, the currency of payment, method of payment and bank details, if any? → standard explained Yes No Hint Client Contract Detail: (15) Does the charter contract request confirmation and evidence of the skipper's licence before signing? → standard explained Yes No Hint Client Contract Detail: (16) Does the charter contract confirm the onboard consumables? Clearly stating what is included in and what is excluded from the charter fee, e.g. liquid petroleum gas (LPG), fuel, food and potable water? → standard explained Yes No Hint Client Contract Detail: (17) Does the charter contract confirm in writing what optional services are available or have been requested by the charterer and their respective fees, e.g. cleaning arrangements? → standard explained Yes No Hint Client Contract Detail: (18) Does the charter contract provide written terms and conditions for the security deposit, if any, so that charges, deductions, penalties and the reasons for them are clearly explained? → standard explained Yes No Hint Charter Operator Requirements: (19) Does the charter boat operator inform the charterer / skipper of any restrictions that are in force for the duration of the charter, e.g. geographical limits, night time use and sail restrictions? → standard explained Yes No Hint Charter Operator Requirements: (20) Does the charter operator have a safe procedure for handling emergency situations and shall inform the charterer how the assistance will be provided during the charter in the event of a breakdown or an emergency? → standard explained Yes No Hint Charter Operator Requirements: (21) Does the charter operator ensure that the bareboat is comprehensively insured for use by the charterer and for third party damage in the on board documents? → standard explained Yes No Hint Charter Operator Requirements: (22) Does the charter operator require and hold a crew list for the duration of the charter? → standard explained Yes No Hint Client Contract Detail: (23) Does the charter agreement clearly indicate how data will be used? → standard explained Yes No Hint Charter Operator Requirements: (24) Does the charter operator establish, implement and maintain a procedure: to identify the legal requirements applicable to the bareboat charter? → standard explained Yes No Hint Client Check-in/out and Charter hand-over/back: (25) Does the charter operator have Standard Operating Procedures (SOP document) in place for arriving clients? → standard explained Yes No Hint Client Check-in/out and Charter hand-over/back: (26) Does the charter operator have a Quality Management System (QMS document) QMS in place to guarantee that all the charter boat and its systems, equipment and necessary documents etc, have been tested and checked before the hand over? → standard explained Yes No Hint Client Check-in/out and Charter hand-over/back: (27) Does the Charter operator confirm the client charterer knows and agrees with the condition of the charter at hand over? → standard explained Yes No Hint Client Check-in/out and Charter hand-over/back: (28) Does the Charter operator complete a condition/inventory checklist with the charterer at hand over and hand back? → standard explained Yes No Hint Best Practice and Standards: (29) Has the Charter Operator and its Bases had any independent quality assessment audits for bareboat charter operations? → standard explained Yes No Hint Best Practice and Standards: (30) Does the charter operator have a feedback system in place for managers, personnel and charterer clients and actively request direct feedback? → standard explained Yes No Hint Best Practice and Standards: (31) Does the charter operator understand and accept the IBCS-Anchored T&Cs (terms and conditions) ? → T&Cs Yes Well Done! You have completed this IBCS-Survey Questionnaire. Before you submit, you can go back and check your answers, or if you are sure you have finished, just click SUBMIT and your results will be saved and emailed to IBCS-Anchored (and a copy to the email you registered at the start of the survey). When you have submitted, check your email for your results and IBCS confirmation. If you have any further questions, please get in touch with the IBCS Team directly on email: ibcsanchored@gmail.com or use the website contact form. Time's up
