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Effective Aug 1, 2018
As of August, 2018 CRM Systems has adopted the uniform code of professional conduct published by the Certified Management Consultants (CMC) as our standard code of conduct. All of our team members, whether CMC certified or not. Operating under the supervision of one of our CMC certified consultants, CRM Systems will maintain at all times the highest level of professional ethics and conduct. Teams members that violate these standards, or who are found in a situation that creates a perception of a violation will be corrected or dismissed.
CLIENTS: All proposals and contracts issued from this date forward will have the code of conduct included as part of the terms and conditions of any consulting engagement. Clients should expect that CRM Systems will adhere to this code, which may result in CRM Systems opting out of certain engagements if a violation or possible appearance of one may occur.
CODE OF PROFESSIONAL CONDUCT
The purpose of this Code of Professional Conduct (the 'Code') is to identify those professional obligations that serve to protect the public in general, the client in particular, and the reputation of the profession of Certified Management Consultants (the ’Profession"). The Code also clearly identifies each Institute's expectations of Certified Members with respect to the Profession and to other Certified Members of the Institute.
RESPONSIBILITIES TO THE PUBLIC
• Certified Members shall be aware of and comply with all applicable legislation and laws at all times.
• Certified Members shall not cause any person or persons to contravene any applicable legislation or laws at any time.
• Certified Members shall not serve or act on behalf of any person or persons who cause(s) or will cause the Certified Member to contravene any applicable legislation or laws at any time.
• Certified Members shall not make public statements on behalf of an Institute or its Members unless authorized in writing to do so.
• Certified Members asked by another person or party to make a representation on behalf of an Institute or its Members shall, as appropriate, either:
o Refer the request to a designated spokesperson(s) of the Institute; or o Ask the Institute for written authorization.
• Certified Members who wish to speak on behalf of an Institute shall secure the proper written authorization before doing
o A violation of any applicable legislation or laws.
o A breach of this Code; and/or
o Any actions inside or outside of the context of the Profession that may be or, may be perceived to be, detrimental to the Profession.
• Certified Members who breach this Code shall be liable for suspension or expulsion from membership in their Institute or other penalties, in accordance with the terms of the disciplinary procedures of their Institute.
RESPONSIBILITIES TO THE PROFESSION
• Certified Members shall strive to discipline themselves to maintain the high standards of professional and ethical practice reflected in this Code.4
• Certified Members have the right to trust that other Certified Members will conduct themselves appropriately and, therefore, any actions, which mitigate that trust, will be considered acting in a manner unbecoming to the Profession.
• Certified Members who act in a manner unbecoming to the Profession are subject to being reported to their Institute by other Members.
• Certified Members shall report to their Institute and/or encourage those clients or members of the public affected to so report, the behaviour of any Certified Member they perceive to constitute acting in a manner unbecoming to the Profession.
REVIEW OF A CERTIFIED MEMBER'S WORK
• A Certified Member's work shall be deemed to be under critical review if a client, or the client's representative or advisor, asks another Certified Member to review and comment on any of the Certified Member's written reports, memoranda, or working files.
• Certified Members shall not accept a request to conduct a review of another Certified Member's work if they have a conflict of interest.
• Certified Members shall inform other Certified Members in writing whose work they have been asked to review.
• The results of a review of a Certified Member's work shall be communicated with the Certified Member in question unless such discussion would jeopardize client confidentiality or other obligations to the client.
• At the request of the Institute's Professional Conduct and Discipline Committee, the Institute may request one or more Certified Members to review the work of another Certified Member. In such cases, the Committee shall establish the terms of reference for the review.
RESPONSIBILITIES TO THE CLIENT
• Subject to compliance with applicable legislation and this Code, Certified Members shall recognize the interests of the client organization overall as paramount in every assignment.
• Certified Members shall not promote services, accept engagements, conduct work, or provide advice to clients that is in any way to the Certified Member's advantage or potential advantage while to the client's, or the public's disadvantage or potential disadvantage.
• Certified Members shall not accept or conduct work that is in the interest of any individual or group within the client organization if the work would, in any way, be detrimental or not serve the best interests of the overall organization.
• Certified Members shall not accept or conduct work that is in the interest of any individual or group external to the client organization if the work would in any way be detrimental or not serve the best interests of the overall organization.
• Certified Members shall always provide objective and independent advice. Certified Members must not allow their objectivity and independence to be influenced by any individual or group either within or external to the client organization.
• Certified Members shall not guarantee specific quantitative results that are beyond their direct control.
• Certified Members shall respond to client requests for quantification of intended benefits or results, or for risk-sharing approaches, where the total fees for the member will be related to the benefits or results realized, by specifying as a minimum:
o The client's responsibilities related to the intended benefits or results. o Identifying the risks and assumptions associated with realizing the intended benefits or results, o Identifying the measures to be used; and o Clearly communicating these elements to the client.
o Assignment objectives.
o Steps, milestones, and deliverables in the proposed work plan,
o Timeline of steps, milestones, deliverables, and completion date,
o Names, relevant qualifications, and role of each consultant proposed,
o Fees; and
o Billing arrangements, including how all expenses, disbursements, and applicable taxes will be handled.
• Certified Members shall not begin an assignment until the client has accepted the written terms of reference.
• Certified Members shall confirm in writing the budget and billing arrangements related to professional fees, expenses, disbursements, and applicable taxes.
• Should the terms of reference change during the course of the assignment, Certified Members shall ensure that any corresponding impact on fees, expenses, disbursements, taxes, or billing arrangements are communicated to the client and agreed to in writing.
• Certified Members shall not permit for budget or time management purposes, a reduction in consulting time or in senior consulting involvement in an assignment if, as a result, the quality of service will be below that described in the terms of reference.
• Certified Members shall not undertake assignments of a scale or magnitude where the proposed fee arrangements are such that they represent a substantial business risk for the client.
• Certified Members shall not recruit to their own firm, or refer to other firms, any employee with whom the Certified Member is working as part of an assignment for a client unless the client has been informed and has granted consent in advance.
o Discuss and attempt to rectify the matter with the client immediately; or
o Withdraw from the assignment.
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