The Independent Contractor Performance Evaluation Form is a critical tool for Canadian businesses engaging independent contractors across various industries. This document serves as a standardized method for evaluating contractor performance while maintaining compliance with Canadian federal and provincial legislation, including tax laws, privacy requirements, and human rights considerations. It is designed to be used at regular intervals or project completion to assess contractor performance, document achievements and areas for improvement, and inform decisions about future engagements. The form helps organizations maintain clear documentation of contractor relationships and performance metrics, which is essential for proper contractor classification and risk management under Canadian law. It includes comprehensive evaluation criteria while remaining flexible enough to accommodate industry-specific requirements and provincial variations in contractor regulations.
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1. Contractor Information: Basic identification including contractor's name, business name, contract reference number, and period under review
2. Evaluator Information: Details of the person(s) conducting the evaluation, including name, position, and department
3. Project/Service Overview: Brief description of the contracted work or services being evaluated
4. Performance Metrics: Core evaluation criteria including quality of work, timeliness, communication, reliability, and adherence to contract terms
5. Scoring System: Explanation of the rating scale used (e.g., 1-5 scale, with definitions for each level)
6. Overall Assessment: Summary of performance including total score and general comments
7. Future Recommendations: Recommendations regarding future engagement and areas for improvement
8. Signatures and Date: Space for evaluator signature, contractor acknowledgment, and date of evaluation
1. Technical Skills Assessment: Detailed evaluation of specific technical skills - include when evaluating specialized technical contractors
2. Project Milestones Review: Assessment of specific project milestones and deliverables - include for project-based contractors
3. Client Feedback: Incorporation of client/stakeholder feedback - include when contractor interfaces with clients
4. Safety Compliance: Evaluation of adherence to safety protocols - include for contractors working in physical or high-risk environments
5. Team Collaboration: Assessment of team interaction and collaboration - include when contractor works with internal teams
6. Budget Management: Evaluation of budget adherence and cost management - include for contractors with budget responsibility
7. Innovation and Initiative: Assessment of creative problem-solving and proactive contributions - include for knowledge-based roles
1. Schedule A - Detailed Scoring Rubric: Comprehensive breakdown of scoring criteria and standards for each performance metric
2. Schedule B - Project Specific Metrics: Custom evaluation criteria specific to the particular project or service
3. Schedule C - Performance History: Historical performance data from previous evaluations if applicable
4. Appendix 1 - Supporting Documentation: Space for attaching relevant documents, examples of work, or incident reports
5. Appendix 2 - Improvement Plan Template: Template for documenting specific actions required for performance improvement if needed
Relevant legal definitions
Clauses
Relevant Industries
Information Technology
Construction
Professional Services
Healthcare
Education
Financial Services
Manufacturing
Creative Industries
Consulting
Engineering
Real Estate
Transportation and Logistics
Energy and Resources
Relevant Teams
Human Resources
Operations
Project Management Office
Procurement
Legal
Finance
Information Technology
Facilities Management
Quality Assurance
Client Services
Professional Services
Risk Management
Relevant Roles
Project Manager
Human Resources Director
Department Manager
Procurement Manager
Operations Director
Technical Lead
Client Services Manager
Finance Manager
Construction Supervisor
IT Director
Creative Director
Facilities Manager
Independent Contractor
Consultant
Freelancer
Contract Worker
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