Terms and Conditions
GENEALOGICAL SERVICES AGREEMENT
Agreement
This document describes the agreement between us regarding Old Scottish Genealogy and Family History genealogical research and related services. This agreement will become effective when you accept the terms herein at our online checkout or by email or in writing requesting us to carry out research.
Services
The genealogy research services contracted shall include: reviewing information provided by the Client; formulation of a work plan; genealogical and related research; analysis of evidence; evaluation and where necessary translation/transcription of documents; a written report. We will use our professional judgment to carry out the research in the most productive manner to achieve your goals. We do not wish to duplicate work already performed, but there will be some necessary checking of information supplied by you if it seems that earlier researches are incomplete or incorrect or conclusions unjustified.
Reports
The report will include:
a) a summary of successful and unsuccessful searches;
b) where appropriate, pedigree charts, family group sheets and other charts or sheets to illustrate the research (which are summaries only and are not to be construed as evidence of the data summarised therein);
c) evidence to support any conclusions (in the body of the report);
d) negative findings and unsuccessful searches (which are chargeable work).
e) copies of documents (where permitted by copyright, licensing and/or other restrictions) and, where applicable, translations/transcriptions or abstracts of documents,
f) recommendations for further research,
g) the details described in our product description if you have purchased a genealogy package product.
We shall always try to find primary and reliable sources. Where secondary sources are used, this will be made clear, and an assessment made of the reliance that may be placed on them.
Should it become clear at any point that little information is likely to be found, the Genealogist will inform the Client and discuss whether to end the research. In such a case, any unused portion of the fee will be reimbursed to you, the Client. This does not apply to our Scottish package research unless we are unable to complete research when our research takes us outwith the source record set included in the package – for example, if your research is found to be outwith Scotland. In such circumstances we shall endeavour to supply you with alternative cost proposals where possible..
We intend to send your report to you as quickly as possible, and within 30 days or sooner. If it seems that the timescale must be extended, we will contact you to discuss this. For package research in the Scottish statutory records we aim to complete your order within 3-5 working days.
We shall discuss with you, at the outset, whether or not you wish to be told about potentially distressing or uncomfortable discoveries, such as:
· family events - illegitimacies, divorces, remarriages, adoptions
· court and legal events – arrests, imprisonments etc.
· medical – illnesses, causes of death (including murders and suicides) etc.
Limitation
We shall not disclose details of living persons except in the following circumstances:
Fees and expenses
An initial fee is chargeable as per the price advertised on our website or indicated in our quotation to you. Our fees are payable in advance for packaged research. Should the Client require bespoke work, a suggested schedule of research and costs will be negotiated. Other charges will be billed on completion of each contracted stage of the project.
· Research time includes travel as well as personal, telephone and/or e-mail consultations with the Client.
· Reasonable expenses will be reimbursable by the Client. This will include the costs of reasonable travel, entry fees to archives etc., postage, photocopying, printing, acquisition of photographs and documents, certificates, transcriptions, purchase of necessary books and/or CDs. We shall check with the Client before incurring any significant expense on an item or service.
· Travel is charged at cost and at the second-class train or bus fare, or if by car, at 45p per mile.
· Photocopies are charged at 5p per A4 sheet, 10p per A3 sheet or at the published reprographic rates of any repository we are required to use.
Previous work
We shall request information from you online regarding the scope of your research requirement and this should be uploaded (e.g. GEDCOMS, relevant documents) at checkout and completed in as much detail as possible. For bespoke research please attach copies of original records for the person(s) or family of interest, including group sheets or charts, known dates and places of birth, marriage, and death and places of residence; other significant life events including occupations, military service, religious affiliation, information on siblings etc.; any copies of records (vital records, censuses, land records, church information etc.); a GEDCOM or Family Tree Maker file of the relevant genealogy (sent as an e-mail attachment if possible).
Disclaimers
The Client understands that the Genealogist cannot guarantee finding any person or person(s), family, or other information, and that the Genealogist cannot predict whether a search will be successful or unsuccessful
Copyright and Future Use of Work Product
The Client becomes the owner of the report in its physical form. However, it remains the copyright of the Genealogist, and the Client must obtain the Genealogist’s express written permission to publish any part of the report in any format, printed or electronic.
The Client may make a small number of personal copies of the copyrighted report, but you agree that you will not otherwise publish or make multiple copies of the report without written permission. You further agree that if you make limited distribution of any anything that includes our research, in whole or in part, you will report it accurately and credit the source. All attributions, document footers and copyright statements must be retained in any copy made.
The Client should also be aware that the copies of any documents or other materials supplied with the report may be subject to third-party copyright and should not be reproduced or sold on in any way without the express written permission of the copyright holder. We will be happy to help the Client seek such copyright.
Code of Ethics
We abide by the professional code of ethics of the associations of which we are members.
Applicable Law
The applicable law relating to this agreement shall be the law of Scotland
Payment
GENEALOGICAL SERVICES AGREEMENT
Agreement
This document describes the agreement between us regarding Old Scottish Genealogy and Family History genealogical research and related services. This agreement will become effective when you accept the terms herein at our online checkout or by email or in writing requesting us to carry out research.
Services
The genealogy research services contracted shall include: reviewing information provided by the Client; formulation of a work plan; genealogical and related research; analysis of evidence; evaluation and where necessary translation/transcription of documents; a written report. We will use our professional judgment to carry out the research in the most productive manner to achieve your goals. We do not wish to duplicate work already performed, but there will be some necessary checking of information supplied by you if it seems that earlier researches are incomplete or incorrect or conclusions unjustified.
Reports
The report will include:
a) a summary of successful and unsuccessful searches;
b) where appropriate, pedigree charts, family group sheets and other charts or sheets to illustrate the research (which are summaries only and are not to be construed as evidence of the data summarised therein);
c) evidence to support any conclusions (in the body of the report);
d) negative findings and unsuccessful searches (which are chargeable work).
e) copies of documents (where permitted by copyright, licensing and/or other restrictions) and, where applicable, translations/transcriptions or abstracts of documents,
f) recommendations for further research,
g) the details described in our product description if you have purchased a genealogy package product.
We shall always try to find primary and reliable sources. Where secondary sources are used, this will be made clear, and an assessment made of the reliance that may be placed on them.
Should it become clear at any point that little information is likely to be found, the Genealogist will inform the Client and discuss whether to end the research. In such a case, any unused portion of the fee will be reimbursed to you, the Client. This does not apply to our Scottish package research unless we are unable to complete research when our research takes us outwith the source record set included in the package – for example, if your research is found to be outwith Scotland. In such circumstances we shall endeavour to supply you with alternative cost proposals where possible..
We intend to send your report to you as quickly as possible, and within 30 days or sooner. If it seems that the timescale must be extended, we will contact you to discuss this. For package research in the Scottish statutory records we aim to complete your order within 3-5 working days.
We shall discuss with you, at the outset, whether or not you wish to be told about potentially distressing or uncomfortable discoveries, such as:
· family events - illegitimacies, divorces, remarriages, adoptions
· court and legal events – arrests, imprisonments etc.
· medical – illnesses, causes of death (including murders and suicides) etc.
Limitation
We shall not disclose details of living persons except in the following circumstances:
- where a previously-unknown living relative or other living person is discovered, we will contact you as the Client
- if agreed, and additional to this schedule of work, we shall attempt to contact the person concerned and only if both parties agree, they will be put in contact with each other.
- Please see our separate Privacy Policy for further details.
Fees and expenses
An initial fee is chargeable as per the price advertised on our website or indicated in our quotation to you. Our fees are payable in advance for packaged research. Should the Client require bespoke work, a suggested schedule of research and costs will be negotiated. Other charges will be billed on completion of each contracted stage of the project.
· Research time includes travel as well as personal, telephone and/or e-mail consultations with the Client.
· Reasonable expenses will be reimbursable by the Client. This will include the costs of reasonable travel, entry fees to archives etc., postage, photocopying, printing, acquisition of photographs and documents, certificates, transcriptions, purchase of necessary books and/or CDs. We shall check with the Client before incurring any significant expense on an item or service.
· Travel is charged at cost and at the second-class train or bus fare, or if by car, at 45p per mile.
· Photocopies are charged at 5p per A4 sheet, 10p per A3 sheet or at the published reprographic rates of any repository we are required to use.
Previous work
We shall request information from you online regarding the scope of your research requirement and this should be uploaded (e.g. GEDCOMS, relevant documents) at checkout and completed in as much detail as possible. For bespoke research please attach copies of original records for the person(s) or family of interest, including group sheets or charts, known dates and places of birth, marriage, and death and places of residence; other significant life events including occupations, military service, religious affiliation, information on siblings etc.; any copies of records (vital records, censuses, land records, church information etc.); a GEDCOM or Family Tree Maker file of the relevant genealogy (sent as an e-mail attachment if possible).
Disclaimers
The Client understands that the Genealogist cannot guarantee finding any person or person(s), family, or other information, and that the Genealogist cannot predict whether a search will be successful or unsuccessful
Copyright and Future Use of Work Product
The Client becomes the owner of the report in its physical form. However, it remains the copyright of the Genealogist, and the Client must obtain the Genealogist’s express written permission to publish any part of the report in any format, printed or electronic.
The Client may make a small number of personal copies of the copyrighted report, but you agree that you will not otherwise publish or make multiple copies of the report without written permission. You further agree that if you make limited distribution of any anything that includes our research, in whole or in part, you will report it accurately and credit the source. All attributions, document footers and copyright statements must be retained in any copy made.
The Client should also be aware that the copies of any documents or other materials supplied with the report may be subject to third-party copyright and should not be reproduced or sold on in any way without the express written permission of the copyright holder. We will be happy to help the Client seek such copyright.
Code of Ethics
We abide by the professional code of ethics of the associations of which we are members.
Applicable Law
The applicable law relating to this agreement shall be the law of Scotland
Payment
- Payment will be in Pounds Sterling (GBP) and converted into your local currency at the rate obtaining on that day. Our preferred methods of payment are Paypal and electronic transfer. Our invoice will provide payment instructions as required.
- No work will be undertaken until full payment is received for each stage of the research that you request/order from us. For large and ongoing projects we may consider payment terms separately.
Genealogical Services Terms and Conditions_ OS Updated 25 August 2021
Old Scottish Genealogy and Family History, Greylags, Mayfied Tibbermore, Perth, PH1 1QT
Telephone: 01738 730283 E:[email protected]
Old Scottish Genealogy and Family History is a registered partnership between Fergus Smith and Penny L. A. Lewis
Old Scottish Genealogy and Family History, Greylags, Mayfied Tibbermore, Perth, PH1 1QT
Telephone: 01738 730283 E:[email protected]
Old Scottish Genealogy and Family History is a registered partnership between Fergus Smith and Penny L. A. Lewis
