Agent/Broker Survey 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!
