Franchise Set Up & Internal Tools

INTERNAL PROCESS & FRANCHISE SET UP

MEETINGS STUCTURES AND REPORTING

Cambridge Homes is committed to conducting structured productive meeting to ensure defined objectives and outcomes.

The meeting requirements fall into three categories.

Sales
Construction
Financial

SALES

Weekly sales meetings must be conducted and all correspondence recorded in RAVE. A weekly Sales report shall be emailed to the franchisor

Information required will be as follows:

Enquiry
Concept
Estimating
Working drawings
Pricing
Contracts signed
Under Construction
General Discussions summarised

CONSTRUCTION

Weekly process /communication meetings will be held with project managers.

All construction correspondence must be updated in RAVE.

Monthly construction management meeting are conducted to report the following.

Settlements
Settled Jobs-Costed Margin v Actual
Forecast Settlements
Work in process
Job Financials-Debtors/Creditor Position

PROGESS PAYMENT DISPUTE PROCESS

The building contracts have been constructed in a manner that ensures that at all times the Business owner is to be cash positive throughout the project

If at any stage there is a dispute with payment the below steps should be followed.

The Franchisor is to be notified
A site visit is arranged with the customer ,business owner and any other relative parties
Depending on the outcome of the site visit., If payment is received then construction is to resume and if the situation is unresolved construction will be suspended.
If work is suspended another meeting is held with all affected parties to appoint a mediator. Construction will remain suspended throughout the mediation process. The mediator decision is final and will be respected by all affected parties.

EMPLOYMENT CONTRACTS

Above are documents templates for employment of people within your franchise. Each template can be downloaded and adapted to suit the specific you are filling. There are also documents to aid you with advertising for positions.

N3 DISCOUNTED SUPPLIES LIST

As a N3 member we are entitled to a range of savings across a variety of sectors - attached is a

deatialed list of suppliers and their discounts.

FUEL CARDS

Here are the major fuel suppliers account application forms, it is suggested you use the most convenient supplier for your location.

INSURANCE POLICY INFORMATION

The following is a list of insurance policies that we recommend you take as a minimum to provide you with peace of mind. These policies can be underwritten by any of a panel of insurers and all cover is subject to insurers’ policy terms and conditions and satisfactory completion of a Proposal Form. Copies of full Policy Wordings are available on request and are provided to you automatically upon arrangement of cover.

FINANCIAL

Monthly meetings are to be held with the Franchisor and the franchisee to report on.

Sales Budget v Actual

Expense Budget v Actual
Profit & Loss
Debtor/Creditor Position

Cardsmart

Caltex

Employment Agreement

Subcontractor Contract

Letter of Re-Employment

Job Description

Letter of Employment

N3 Supplier List

Broadform Public Liability

Cover for your legal liability in respect of damage to the property of others as a result of occurrences in connection with your business.

Statutory Fines Liability

Cover for Fines, Penalties imposed by a NZ Court or Tribunal for a conviction arising out of an occurrence in NZ in connection with your business, including prosecution defence costs. (Excludes Health & Safety fines by law).

Employers Liability

Cover for common law personal injury claims arising from the course of employment, not covered by the Accident Rehabilitation & Compensation Act (1992).

Mobile Assets Insurance

Cover for Accidental Physical Loss or Damage to your Mobile Plant & Stock Anywhere In New Zealand. Cover is for Indemnity (Current) Value at the time of loss. Excludes Theft unless from locked building or vehicle.

Material Damage Insurance

Cover for Accidental Physical Loss or Damage to your Static Assets at a Specific Location. Cover is generally for Replacement Value with some limitations in respect of laptop computers & data projectors.

Commercial Motor Vehicle Insurance

Comprehensive cover for your vehicle including Accidental Damage, Fire, Theft and Damage to Third Party Property. Cover includes spare parts and accessories carried on the vehicle. Cover is for Market Value of the vehicle at the time of loss, but limited to the Sum Insured.

Contract Works Insurance

Cover for Accidental Physical Loss or Damage to your Contract Works whilst under construction. Cover is provided under an Annual Policy and is subject to Declaration and premium adjustment.

Insurance intro pack

Policy Checlist

Proposal Form

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