Contractor to client_sample

MODEL CONTRACT:
Consultancy - Client
NB Use of <<.…>> indicates wordings that are variable or optional
and which need to be modified appropriately
© Qdos Consulting Limited 2011 www.qdosconsulting.com

CONTRACT CONFIRMATION NOTE
Agreement dated: << >>
Agreement number: <<Agreement Number>>
BETWEEN:
CLIENT <<Client Limited>>
& CONSULTANCY: <<Ltd Company Name>>
Address: << Client Address>>
Commencement date: <<Start Date>>
Expected completion date: <<Expected End Date>>
The total price for this contract is <<Estimated Contract Value>>
estimated to be (excluding VAT):
The hourly rate which will apply <<Invoice Rate>>
(excluding VAT) is:
Invoicing frequency: <<Consultancy Invoice Frequency>>
Redisbursments:
Nature of consultancy services: <<details of project or services to be supplied>>
<<These can be set out here or in separate schedule>>
Facilities/Equipment provided:
By client:
By consultancy: <<Add details of any equipment you are providing>>
Notice Period for early Termination:
By Client:
By Consultancy: <<Both parties should have equal rights of termination
and the notice period should not exceed 30
days>>

THIS CONSULTANCY AGREEMENT made on << >>
AGREEMENT NUMBER: <<Agreement Number>>
BETWEEN
(1) Limited Company of <<Ltd Company Number>> (“the Consultancy”).
(2) <<Client Limited>> registered in England under Number <<….>> of <Address>> (“the
Client)”
WHEREAS
(A) The Consultancy carries on the business of the provision of consultancy services relating
to the services (“the Consultancy Services”) specified in <<the attached Contract
Confirmation Note (“the Confirmation Note”) or the attached schedule>>.
(B) The Client has requested the Consultancy and the Consultancy has agreed with the
Client, to provide the Consultancy Services on the terms and subject to the conditions of
this agreement (“the Agreement”).
IT IS AGREED as follows:-
1 INTERPRETATION AND DEFINITIONS
1.1 Unless the context otherwise requires, references to the singular include the plural and
references to the masculine include the feminine, and vice versa.
1.2 The headings contained in the Agreement are for convenience only and do not affect
their interpretation.
“Client” means the person, firm or corporate body together with any subsidiary or associated
company as defined by the Companies Act 1985 requiring the services of the Consultancy and
identified in the contract confirmation Note.
2 CONSULTANCY
2.1 The Consultancy's obligation to provide the Consultancy Services shall be performed by
one or more employees of the Consultancy as the Consultancy may consider appropriate
(“the Staff”), <<but shall be project led by the individual identified in the Confirmation
Note>> subject to the Client being reasonably satisfied that the Staff has the required
skills, qualifications and resources to provide the Consultancy Services to the required
standard.
2.2 The Consultancy has the right, at its own expense, to enlist additional or substitute Staff
in the performance of the Consultancy Services or may, sub-contract all or part of the
Consultancy Services, provided that the consultancy provides details, whenever
practicable, of the proposed substitute or sub contractor ahead of the planned
substitution and subject to the Client being reasonably satisfied that such additional Staff

or any such sub-contractor has the required skills, qualifications, resources and
personnel to provide the Consultancy Services to the required standard.
2.3 Where the Consultancy provides a substitute or sub-contracts all or part of the
Consultancy Services pursuant to clause 2.2 above, the Consultancy shall be responsible
for paying the substitute or sub contractor and shall ensure that any agreement between
the Consultancy and any such substitute or sub-contractor shall contain obligations which
correspond to the obligations of the Consultancy under the terms of this Agreement and
the Consultancy shall remain responsible for the acts or omissions of any such substitute
or sub-contractor.
2.4 The Consultancy shall take all reasonable steps to avoid any unplanned changes of Staff
assigned to the performance of the Consultancy Services but if the Consultancy is unable
for any reason to perform the Consultancy Services the Consultancy should inform the
Client on the first day of unavailability <<and in such case shall provide a substitute
subject to the provisions of clause 2.2.>>
2.5 Due to the specialised nature of the work there may be a lengthy learning process for any
Staff prior to becoming familiar with the work. As a result where substitute or additional
staff are provided or where the performance of all or part of the Consultancy Services is
sub-contracted, the Consultancy shall provide wherever possible, at its own expense, (it
being accepted by the parties that it would not be possible in circumstances provided for
pursuant to clause 2.3 above), an overlap period for such substitute or additional Staff or
any such subcontractor.
2.6 In the event that the Consultancy is unable to supply either the original personnel or
acceptable substitutes or sub contractors then the Client is entitled to cancel this
Agreement forthwith.
2.7 The Confirmation Note shall specify the Client, the fee payable by the Client and such
disbursements as may be agreed and any other relevant information.
2.8 Save as otherwise stated in this Agreement, the Client acknowledges and accepts that
the Consultancy is in business on its own account and the Consultancy shall be entitled
to seek, apply for, accept and perform contracts to supply its services to any third party
during the term of this Agreement <<provided that this in no way compromises or is to the
detriment to the performance of the Consultancy Services>>.
3 THE CONTRACT
3.1 This Agreement constitutes the contract between the Client and the Consultancy and
governs the performance of the Consultancy Services by the Consultancy for the Client.
3.2 The Consultancy shall not be required to provide any advice and assistance in addition to
the Consultancy Services and any requests to provide such additional advice and
assistance shall be subject to the prior approval of the Consultancy and agreement
between the Consultancy and the Client as to the level of fees payable for such additional
advice and assistance. In the event that such additional advice and assistance is agreed,
the Consultancy must notify the Client of the terms upon which such services will be
provided including details of any new fee arrangements in order that the fee arrangement
between the Consultancy and Client as set out in the Confirmation Note may be adjusted
accordingly.
3.3 No variation or alteration of these terms shall be valid unless approved by the Client and
the Consultancy in writing except where changes to the Consultancy Services are
necessary to comply with applicable safety and other statutory requirements, in which

case the Consultancy may make such necessary changes without prior notification to the
Client.
3.4 A person who is not a party to this Agreement has a right under the Contracts (Rights of
Third Parties) Act 1999 to enforce any term of this Agreement in addition to any right or
remedy which exists or is available apart from that Act.
4 UNDERTAKING OF THE CONSULTANCY
4.1 The Consultancy warrants to the Client that by entering into and performing its
obligations under this Agreement it will not thereby be in breach of any obligation which it
owes to any third party.
4.2 The Consultancy warrants to the Client that it’s Staff and any substitutes or sub
contractors will carry out the Consultancy Services with reasonable skill and care and as
far as possible in accordance with the terms of this Agreement and any other timetables
or other targets agreed.
5 TRAINING
5.1 The Consultancy warrants to the Client that it’s Staff and any substitutes and sub-contractors
used in accordance with the terms of this contract have the necessary skills
and qualifications to perform the Consultancy Services.
6 CONSULTANT’S OBLIGATION
6.1 The Consultancy agrees on its own part and on behalf of its Staff and any substitutes and
subcontractors used in accordance with the terms of this contract as follows:-
6.1.1 Not to engage in any conduct detrimental to the interests of the Client which
includes any conduct tending to bring the Client into disrepute or which results in
the loss of custom or business.
6.1.2 To comply with any statutory rules or regulations including but not limited to
those relating to health and safety, together with such procedures of the Client as
the Client notifies the Consultancy and/or its Staff and any substitutes and sub-contractors
that it is essential that the Consultancy and its Staff and any
substitutes and sub-contractors comply with to properly perform the Services
(including for example where the Services are to be performed at the premises of
the Client the health and safety policy, security arrangements and fire drill of the
Client) during the performance of the Consultancy Services. Subject to the rules
and regulations which the Client notifies the Consultancy and/or its Staff and any
substitutes and sub-contractors that it is essential that the Consultancy and its
Staff and any substitutes and sub-contractors comply with the Consultancy and
its Staff and any substitutes and sub-contractors shall not be bound by the
policies and procedures which an employee of the Client would be bound by.
6.1.3 To furnish the Client with any progress reports as may be requested from time to
time.
6.1.4 To notify the Client forthwith in writing if it should become insolvent, dissolved or
subject to a winding up petition.

7 EQUIPMENT
7.1 The Consultancy shall provide at its own cost, subject to any agreement to the contrary
specified in the Confirmation Note as to any facilities which may be made available by the
Client, all such necessary equipment as is reasonable for the satisfactory performance by
the Staff and any substitutes and sub-contractors of the Consultancy Services.
7.2 If as a matter of convenience, the consultancy is provided with equipment by the Client or
Client for the purposes of an Assignment, the Consultancy shall be responsible for
ensuring that they preserve the security and condition of such equipment. If and to the
extent that any equipment is lost while in the Consultancy’s possession, the Consultancy
shall be responsible for the cost of any necessary repairs or replacement.
8 METHOD OF PERFORMING SERVICES
8.1 The Consultancy’s personnel are professionals who will use their own initiative as to the
manner in which the Services are delivered provided that in doing so the Consultancy
shall co-operate with the Client and comply with all reasonable and lawful instructions of
the Client.
8.2 The Consultancy may provide the Consultancy Services at such times and on such days
as the Consultancy shall decide but shall ensure that the Consultancy provides the
Consultancy Services on such days and at such times as are necessary for the proper
performance of the Consultancy Services.
8.3 The relationship between the parties is between independent companies acting at arm’s
length and nothing contained in this Agreement shall be construed as constituting or
establishing any partnership or joint venture or relationship of employer and employee
between the parties or their personnel.
8.4 Where the proper performance of the Consultancy Services are dependent on the
completion of tasks or services by third parties (including employees of the Client but
excluding any substitute or sub contractor of the Consultancy), the Consultancy shall
have no liability to the Client for any delay, non or partial performance of the Consultancy
Services arising from the delay or non or partial performance of such tasks by third
parties.
8.5 The Consultancy may provide the Consultancy Services from such locations as are
appropriate in the Consultancy’s judgment. When necessary the Client will provide the
Consultancy with appropriate access to the client’s facilities as is necessary for the
effective conduct of the Consultancy Services
9 INVOICING
9.1 Upon completion of the Consultancy Services or as may be agreed and specified in the
Confirmation Note the Consultancy shall deliver to the Client its invoice for the amount
due from the Client to the Consultancy giving a detailed breakdown showing the work
performed. <<The invoice must be received by the by no later than 12.00 noon on
Tuesday following the week to which it relates.>> The Consultancy’s invoice should bear
the Consultancy’s name, company registration number, VAT number and should state
any VAT due on the invoice.
9.2 The Consultancy shall obtain the signature of an authorised representative of the Client
as verification of execution of the Consultancy Services.

9.3 The Client shall not be obliged to pay any fees to the Consultancy unless an invoice has
been properly submitted by the Consultancy in accordance with sub-clause 9.1 of this
Agreement and until the Client has verified the execution of the Consultancy Services.
10 FEES
10.1 Subject to the receipt of the Consultancy’s invoice in accordance with clause 9 above and
verification by the Client of execution of the Consultancy Services in accordance with
sub-clause 9.3 above, the Consultancy will receive payment from the Client for the
Consultancy Services in accordance with the fee specified in the Confirmation Note, plus
VAT to be shown separately where appropriate.
10.2 The Consultancy shall be responsible for any PAYE Income Tax and National Insurance
Contributions and any other taxes and deductions payable in respect of its Staff in
respect of the Consultancy Services.
10.3 All payments will be made to the Consultancy.
10.4 If the Consultancy shall be unable for any reason to provide the Consultancy Services to
the Client, no fee shall be payable by the Client during any period that the Consultancy
Services are not provided.
10.5 Notwithstanding the provisions of the proviso to clause 8.2, the Consultancy will be able
to suspend the provision of the Consultancy Services on up to <<20>> days per annum
per each Staff (or pro rata where the Consultancy Services are for less than one year),
subject to giving the Client four weeks notice of such days. The Consultancy shall be
responsible to pay the Staff all sums due in respect of those days upon which the
Consultancy Services provided are suspended pursuant to the Working Time Regulations
1998 or otherwise.
11 OBLIGATIONS OF THE CLIENT
11.1 Throughout the term of this Agreement the Client shall pay the Consultant the agreed fee
in accordance with clause 10.1 above.
11.2 The Client shall furnish the Consultancy with sufficient information about the Consultancy
Services in order for the Consultancy to arrange for the Consultancy Services to be
carried out.
11.3 The Client will advise the Consultancy of any health & safety information or advice which
it receives from the Client which may affect the Consultancy’s Staff during the
performance of the Consultancy Services.
12 TERM OF THE AGREEMENT
12.1 This Agreement shall commence in accordance with the Confirmation Note and shall
either (as specified in the Confirmation Note) continue until completion of the
Consultancy Services to the reasonable satisfaction of the Client or the termination date
as specified in the Confirmation Note, at which time this Agreement shall expire
automatically, or the contract be terminated early by the Client or Consultancy upon
giving the required notice as set out in the Contract Confirmation Note.
12.2 Notwithstanding sub-clause 12.1 of this Agreement, the Client may at any time with one
week’s notice instruct the Consultancy to cease work on the Consultancy Services, or at
any time without notice and without liability require the Consultancy to cease work on the
Consultancy Services, where:

12.2.1 The Consultancy (or its substitutes and sub contractors) has committed any
serious or persistent breach of any of its obligations under this Agreement;
12.2.2 The Client reasonably believes that the Consultancy (or its substitutes and sub
contractors) has not observed any condition of confidentiality applicable to the
Consultancy from time to time; or
12.2.3 The Consultancy (or its substitutes and sub contractors) proves, in the
reasonable opinion of the Client, unsatisfactory to the Client including while
performing the Consultancy Services acting in breach of any statutory obligations
or acting in breach of such procedures of the Client as the Client notifies the
Consultancy and/or its Staff that it is essential that the Consultancy and its Staff
comply with to properly perform the Services;
12.2.4 If performance of the Consultancy Services is prevented by the incapacity of the
Staff and the Consultancy is unable to provide a replacement member of Staff or
a suitable substitute or sub contractor pursuant to the provisions of clause 2.2.
12.2.5 The Consultancy becomes insolvent, dissolved or subject to a winding up
petition;
12.2.6 Any member of the Consultancy (or its substitutes and sub contractors) is guilty
of any fraud, dishonesty or serious misconduct.
AND the provisions of this clause 12.2 shall equally apply to any party performing the
Consultancy’s obligations as provided for in clause 2.
12.3 << Notwithstanding sub-clause 12.1 of this Agreement the Consultancy may terminate
the contract if the Client has committed any serious or persistent breach of any of its
obligations under this Agreement or in the event that the Client becomes insolvent,
dissolved or subject to a winding up petition>>
13 INTELLECTUAL PROPERTY
13.1 The Consultancy acknowledges that all copyright, trademarks, patents and other
intellectual property rights deriving from the Consultancy Services shall belong to the
client, including any documents or other works prepared by the consultancy its staff and
any substitutes and subcontractors. Accordingly the Consultancy shall (and shall procure
that any relevant member of its Staff and any substitutes and sub-contractors) execute all
such documents and do all such acts at its own cost as the Client shall from time to time
require in order to give effect to its rights pursuant to this clause.
14 CONFIDENTIALITY
14.1 In order to protect the confidentiality and trade secrets of any Client and without prejudice
to every other duty to keep secret all information given to it or gained in confidence the
Consultancy agrees on its own part and on behalf of its Staff and any substitutes and
sub-contractors used in accordance with the terms of this contract as follows:-
14.1.1 Not at any time whether during or after the performance of the Consultancy
Services (unless expressly so authorised by the Client as a necessary part of the
performance of its duties) to disclose to any person or to make use of any of the
trade secrets or confidential information of the Client;

14.1.2 To deliver up to the Client (as directed) at the end of the Assignment all
documents and other materials belonging to the Client (and all copies) which are
in its possession including documents and other materials created by it or the
Staff during the course of the Assignment;
14.1.3 Not at any time to make any copy, abstract, summary or précis of the whole or
any part of any document or other material belonging to the Client except when
required to do so in the course of its duties under the Assignment in which event
any such item shall belong to the Client or the as appropriate.
14.2 The Consultancy shall procure and ensure that the provisions of this clause 14
shall also apply to any subcontractor performing the Consultancy’s obligations
provided for in clause 2.
15 COMPUTER EQUIPMENT WARRANTY
15.1 The Consultancy warrants to the Client that any computer equipment and associated
software which it provides to its Staff for the purpose of providing the Consultancy
Services contains anti-virus protection with the latest released upgrade from time to time
and will be year 2000 compliant, and the Consultancy shall procure that the provisions of
this clause shall also apply to any computer equipment and associated software provided
by any subcontractor of this Agreement.
16 RELATIONSHIP BETWEEN THE CLIENT AND CONSULTANCY
16.1 The Consultancy acknowledges to the that there is no intention on the part of the
Consultancy, its staff, substitutes or sub contractors or the Client to create an
employment relationship between any of those parties and that the responsibility of
complying with all statutory and legal requirements relating to the Staff of the
Consultancy (including but not limited to the payment of taxation, maternity payments and
statutory sick pay) shall fall upon and be discharged wholly and exclusively by the
Consultancy. In the event that any person should seek to establish any liability or
obligation upon the and/or the Client on the grounds that the staff are an employee of the
Client, the Consultancy shall upon demand indemnify the Client and keep them
indemnified in respect of any such liability or obligation and any related costs expenses
or other losses which the Client shall incur.
16.2 The Consultancy shall be responsible for all obligations arising under or in connection
with, the National Minimum Wage Act 1998 in connection with the Staff.
16.3 The Client is under no obligation to offer work to the Contractor and the Contractor is
under no obligation to accept any work that may be offered by the Client. Neither party
wishes to create or imply any mutuality of obligation between themselves either in the
course of, or between, any performance of Service under the Agreement
17 NOTICES
17.1 All notices which are required to be given hereunder shall be in writing and shall be sent
to the registered office from time to time of the party upon whom the notice is to be
served. Any such notice may be delivered personally or by first class prepaid post or
facsimile transmission and shall be deemed to have been served if by hand when
delivered, if by first class post 48 hours and if by facsimile transmission when dispatched.

18 LIABILITY
18.1 The Consultancy shall be liable for any loss, damage or injury to any party (including any
loss, damage or liability incurred by the whether under its agreement with the Client or
otherwise) resulting from the acts or omissions of the Consultancy or its Staff (including
substitute or replacement Staff) or from the acts or omission of any sub-contractor to
whom the Consultancy sub-contracts the performance of the Consultancy Services
whether or not such act or omission constitutes a breach of this Agreement and the
Consultancy shall indemnify and keep indemnified any such party including, without
limitation to the foregoing, the Client against any such loss, damage or injury provided
that the total aggregate liability of the Consultancy shall not exceed in the case of liability
covered by professional indemnity insurance <<£1,000,000>>.
18.2 The Consultancy shall ensure the provision of adequate insurance to cover the risk of a
claim against the Consultancy (or its Staff or any sub-contractor) whether pursuant to the
terms of this Agreement (including clause 19.1) or otherwise (including without limitation
Employer’s Liability Insurance, Public Liability Insurance and any other suitable policies
of insurance such as Professional Indemnity insurance in respect of the Consultancy and
its Staff or any sub contractor). The Consultancy shall note the interest of the Client with
regard to all such policies of insurances and shall make a copy of all such policies
available to the Client upon request.
18.3 The Consultancy shall be liable for any defects arising as a result of the provision of the
Consultancy Services and the Consultancy shall rectify at its own cost such notified
defects as may be capable of remedy.
19 GOVERNING LAW AND JURISDICTION
19.1 This Agreement shall be construed in accordance with the laws of England & Wales and
all disputes, claims or proceedings between the parties relating to the validity,
construction or performance of this Agreement shall be subject to the exclusive
jurisdiction of the Courts of England & Wales.
20 ILLEGALITY
20.1 If any provision or term of this Agreement shall become or be declared illegal, invalid or
unenforceable for any reason whatsoever including, but without limitation, by reason of
the provisions of any legislation or other provisions having the force of law or by reason
of any decision of any Court or other body or authority having jurisdiction over the parties
of this Agreement such terms or provisions shall be divisible from this Agreement and
shall be deemed to be deleted from this Agreement and the remainder of the provisions
shall continue in full force and effect provided always that if any such deletion
substantially affects or alters the commercial basis of this Agreement the parties shall
negotiate in good faith to amend the modify the provisions and terms of this Agreement
as necessary or desirable in the circumstances.
21 ENTIRE AGREEMENT
21.1 This Agreement constitutes the entire understanding between the parties concerning the
subject matter hereof.

22 FORCE MAJEURE
22.1 The Consultancy shall not be liable for any breaches of its obligations under this
Agreement resulting from causes beyond its reasonable control including but not limited
to Acts of God, enemy, fire, flood, explosion or other catastrophe.
22.2 The Consultancy accepts that the Client shall not be liable for any breaches of its
obligations to the Consultancy under its agreement with the Client resulting from causes
beyond its reasonable control including but not limited to Acts of God, enemy, fire, flood,
explosion or other catastrophe.
SIGNED by …………………..………………
(Name)
For and on behalf of the Consultancy …………………..………………
(Signature)
SIGNED by …………………..………………
(Name)
For and on behalf of the Client …………………..………………
(Signature)

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