Services

• If evaluate individuals, proper qualifications?

• Written policies and procedures for when evaluate internally, when refer to outside professionals.

• Written policies and procedures if you evaluate/recommend equipment

  • Consider including a referral policy that lets vendors/consumers know that other products exist

  • May want include a waiver

  • Recommendations imply an increased level of involvement (Are you just an exchange program, or do you do more?)

• Insurance for transportation? Drivers?

  • Driving organization’s vehicle or driving their own?

  • Driving on business time?