Services
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If evaluate individuals, proper qualifications?
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Written policies and procedures for when evaluate internally, when refer to outside professionals.
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Written policies and procedures if you evaluate/recommend equipment
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Consider including a referral policy that lets vendors/consumers know that other products exist
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May want include a waiver
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Recommendations imply an increased level of involvement (Are you just an exchange program, or do you do more?)
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Insurance for transportation? Drivers?
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Driving organization’s vehicle or driving their own?
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Driving on business time?
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