The Independent Contractor Handbook serves as an essential governance tool for South African organizations engaging external service providers. It is designed to address the growing need for clear guidelines in managing contractor relationships while ensuring compliance with South African legislation, including the Labour Relations Act, Basic Conditions of Employment Act, and POPIA. The handbook provides comprehensive guidance on contractor engagement, operational procedures, compliance requirements, and risk management, helping organizations maintain clear distinctions between contractors and employees. It should be implemented by any organization regularly engaging independent contractors and updated periodically to reflect changes in legislation and business practices.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Introduction: Overview of the handbook's purpose and scope
2. Definitions and Interpretations: Clear definitions of key terms used throughout the handbook, including 'independent contractor', 'company', 'services', etc.
3. Legal Status and Classification: Clear explanation of independent contractor status and distinction from employment relationships
4. General Obligations and Expectations: Basic requirements for contractors including professional conduct, quality of work, and general responsibilities
5. Compliance Requirements: Essential legal and regulatory requirements contractors must adhere to
6. Payment Terms and Procedures: Standard payment processes, invoicing requirements, and payment schedules
7. Confidentiality and Data Protection: Requirements regarding confidential information handling and POPIA compliance
8. Intellectual Property Rights: Ownership and rights regarding work products and pre-existing IP
9. Insurance and Liability: Required insurance coverage and liability limitations
10. Health and Safety Guidelines: Basic safety requirements and protocols when working on company premises
11. Termination Procedures: Standard processes for contract termination and offboarding
12. Dispute Resolution: Procedures for handling disagreements and conflicts
13. Amendment Procedures: Process for updating and modifying the handbook
1. Equipment and Resources: Guidelines for use of company equipment and resources, include if contractors may use company resources
2. Remote Work Protocols: Specific guidelines for remote working arrangements, include if remote work is permitted
3. Security Protocols: Detailed security requirements, include if contractors handle sensitive information or require access to secure systems
4. Project Management Procedures: Specific project delivery and management guidelines, include for complex project-based relationships
5. Quality Assurance Standards: Detailed quality control requirements, include for technical or specialized services
6. Travel and Expense Policies: Guidelines for travel and expense reimbursement, include if travel is required
7. Subcontracting Guidelines: Rules regarding use of subcontractors, include if subcontracting is permitted
8. Training Requirements: Specific training or certification requirements, include for specialized roles
9. B-BBEE Compliance: Specific B-BBEE requirements and documentation, include if relevant to contractor selection
1. Schedule A - Rate Card: Standard rates and payment structures for different types of services
2. Schedule B - Required Insurance Coverage: Detailed insurance requirements and minimum coverage amounts
3. Schedule C - Compliance Checklist: Checklist of required documentation and compliance requirements
4. Schedule D - Service Level Requirements: Standard performance metrics and service level expectations
5. Schedule E - Standard Forms: Collection of standard forms including invoice templates, incident reports, etc.
6. Appendix 1 - Code of Conduct: Detailed behavioral and professional conduct guidelines
7. Appendix 2 - Safety Procedures: Detailed health and safety protocols and emergency procedures
8. Appendix 3 - Technical Requirements: Specific technical standards and requirements for service delivery
Find the exact document you need
Performance Appraisal Manual
A legally compliant South African performance appraisal manual outlining procedures and criteria for employee performance evaluation and management.
Download
Independent Contractor Handbook
A South African-compliant handbook governing independent contractor relationships, outlining engagement terms and operational procedures under local legislation.
Download
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)