Independent Contractor Performance Evaluation Form Template for England and Wales

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Independent Contractor Performance Evaluation Form

"I need an Independent Contractor Performance Evaluation Form for assessing a software development contractor who has been working on our mobile app project, with particular emphasis on code quality and project milestone delivery metrics, to be completed by March 2025."

What is a Independent Contractor Performance Evaluation Form?

The Independent Contractor Performance Evaluation Form is designed for businesses operating in England and Wales who engage independent contractors and need to assess their performance systematically. This document ensures objective evaluation while maintaining compliance with IR35 and other relevant legislation. It includes specific performance metrics, scoring criteria, and overall assessment areas, helping organizations maintain clear documentation of contractor performance while protecting both parties' interests. The form is particularly valuable for maintaining records of contractor effectiveness and supporting decisions about contract renewal or termination.

What sections should be included in a Independent Contractor Performance Evaluation Form?

1. Contractor Information: Basic details about the contractor including name, business entity, contract reference, and role

2. Evaluation Period: Clear specification of the time period covered by this performance evaluation

3. Performance Criteria: Detailed listing of the key performance indicators and objectives being evaluated

4. Scoring Methodology: Explanation of the rating scale, scoring system and measurement criteria used

5. Performance Assessment: Detailed evaluation of performance against each criterion

6. Overall Rating: Summary of overall performance and final score or rating

7. Signatures: Space for evaluator and contractor signatures, dates and any comments

What sections are optional to include in a Independent Contractor Performance Evaluation Form?

1. Project-Specific Goals: Section for evaluating specific project outcomes and deliverables, used for project-based contractors

2. Client Feedback: Section incorporating feedback from client stakeholders when contractor works directly with clients

3. Development Areas: Section for identifying areas of improvement and development recommendations for ongoing contractor relationships

4. Compliance Review: Section for reviewing adherence to relevant policies, procedures and regulatory requirements

What schedules should be included in a Independent Contractor Performance Evaluation Form?

1. Schedule A - Performance Metrics Details: Detailed breakdown of evaluation criteria, measurements and scoring guidelines

2. Schedule B - Previous Evaluation Summary: Summary of historical performance data and previous evaluations if applicable

3. Schedule C - Supporting Documentation: List of additional evidence, documentation or examples supporting the performance evaluation

4. Schedule D - Relevant Contract Terms: Reference to specific terms from the contractor agreement relevant to performance evaluation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Assessment Period
Contractor
Client
Deliverables
Evaluation Criteria
Evaluator
KPIs
Performance Metrics
Performance Rating
Performance Standards
Project
Project Manager
Rating Scale
Review Date
Scope of Services
Service Level
Statement of Work
Target Completion Date
Work Product

Clauses

Relevant Industries

Residential Property
Real Estate
Property Services
Social Housing

Relevant Teams

Property Management
Legal
Operations
Compliance
Finance

Relevant Roles

Property Manager
Estate Manager
Housing Operations Director
Facilities Manager
Compliance Officer

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Let's create your Independent Contractor Performance Evaluation Form

What is a Independent Contractor Performance Evaluation Form?

What sections should be included in a Independent Contractor Performance Evaluation Form?

What sections are optional to include in a Independent Contractor Performance Evaluation Form?

What schedules should be included in a Independent Contractor Performance Evaluation Form?

Authors

Alex Denne

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