Questionnaire old form

Name of limited liability contractor: *

Name of Agency (if applicable): *

Nature of services and project title: *

Your name: *

Name of Client and nature of their business: *

Enter a summary of the main project deliverables or job description: *

Is the work you are / will be doing similar to work undertaken by the Client’s employees? *

Does the work involve managing the Client’s staff, liaising with or organising a project team? *

Start date: *

Anticipated end date: *

Likely overall duration including possible extensions: *

If performance of the Services is interrupted for any reason would you expect to be paid? *

Yes No

Will you be paid for any hours in excess of the hours of work provided on the contract? *

Yes No

Will you be able to recover travel expenses to and from the Client’s site? *

Yes No

If you or the Client gives notice to terminate the engagement prematurely would you expect to be paid during the period of notice irrespective of whether or not you provide the Services? *

Yes No

Does your work involve providing cover for a Client's employee or is otherwise part of the Client's business as usual? *

Yes No

Do you expect the Client to allocate work during the course of the engagement? *

Yes No

Method and manner of work : Which of these statements is correct? *

You have reasonable discretion to determine the method and manner of carrying out the work subject to any pre-agreed project specifications and quality standards You are / will be expected to comply with the Client’s directions and be subject to their control and supervision.

When the work is to be done: Which of these statements is correct? *

You can work the hours necessary, whether at your own premises or the Client’s, in order to get the work done on time and within budget. Work a minimum number of hours per day. Must work the same hours as the Client’s employees.

If hours of work are restricted is this due to security reasons (e.g. a secure government site)? *

Yes No

Is there a maximum number of hours you can work per week? *

Yes No

Can you use your own premises to provide the Services? *

At your own discretion subject to the practical requirements of the work. Subject to the Client’s verbal / written consent. Under no circumstances – all work is to be done at the Client’s site.

If you cannot use your own premises is this because... *

Access to the Client’s site is regulated for security reasons (e.g. subject to national security). For practical reasons, for example, you need to liaise with the project team in person on a daily basis. The Client intends to direct where you work.

Whilst working at the Client’s premises are you required to follow a code of conduct in the same manner as its employees? *

Yes No

Whilst on the Client’s site can you use... *

Only your equipment. Only the Client’s equipment, e.g. security checked computers. Mainly the Client’s equipment and some of your own (e.g. paper, calculator, manuals).

When working at your own premises can you use your own equipment? *

Only your equipment. Only the Client’s equipment, e.g. security checked computers. Mainly the Client’s equipment and some of your own (e.g. paper, calculator, manuals).

Does the Client charge for use of its equipment? *

Yes No

Is any restriction on the use of your own equipment due to security reasons, i.e. the Official Secrets Act 1989? *

Yes No

Which of these statements is correct? During the course of the contract you may use a substitute to provide the Services on your behalf... *

At any time at your own discretion Only when providing the Services at your own premises Subject to the Client’s consent which would normally given for a suitably skilled, qualified, experienced and security cleared substitute. Under no circumstances.

Which of these statements is correct? During the course of the contract you may use helpers, i.e. subcontractors, to perform certain parts of the Services on your behalf... *

At any time at your own discretion. Only when providing the Services at your own premises. Subject to the Client’s consent which would normally given for a suitably skilled, qualified, experienced and security cleared subcontractor. Under no circumstances.

If you can use a substitute or subcontractor would you be responsible for their work and for payment to them? *

Yes No

Are you expected to provide details of your Professional Indemnity insurance policy? *

Yes No

Would the client expect you to correct any defective work at your own expense? *

Yes No

In undertaking this work is there any risk of making a loss other than correcting defective work? *

Yes No

Are there any restrictions on you providing services to other clients concurrently? *

Yes No

Regarding intellectual property, does the work involve transfer of (a) all intellectual property or (b) only the completed deliverable? *

(a) (b)

Once the Services have been completed: *

Will you accept more work if the Client offers. The Client will generally offer more work. You will consider any offers made by the Client and / or look for work elsewhere.

Are you entitled to receive any employee type benefits whilst performing the Services for the Client? *

Yes No

Would you be invited to the Client’s staff meetings and / or attend after work functions? *

Yes No

Have you been / will you be issued with an identity card? *

Yes No

If so, does the identity card differ from those issued to the Client’s employees? *

Yes No

Start/end *

Agency *

Client *

Project *

Start/end *

Agency *

Client *

Project *

Start/end *

Agency *

Client *

Project *

Do you have your own premises, for example, dedicated office space within your own home? *

Yes No

If so, please list the equipment and an estimate of cost. *

Do you pay for your own training? *

Yes No

If so, please list recent courses? (e.g. Prince II) *

Do you allocate time to develop your own products and services, for example, software? *

Yes No

What other work do you undertake? (for example, computer repairs) *

Do you retain funds for future investment? *

Yes No

Do you have a company bank account? *

Yes No

Do you have letter headed notepaper? *

Yes No

Do you have a company brochure and / or card? *

Yes No

Have you produced a Company CV? *

Yes No

Do you have a company website to promote your business? *

Yes No

Do you have a listing in a trade publication or Yellow Pages? *

Yes No

Are you a member of the IPSE or similar trade body? *

Yes No

Are you a member of the Institute of Directors? *

Yes No

Do you hold Professional Indemnity Insurance? *

Yes No

Do you hold Public Liability Insurance? *

Yes No

Do you hold Employers’ Liability Insurance? *

Yes No

Have you registered with the Information Commissioner’s Office (Data Protection Act)? *

Yes No

Do you have any employees / support staff? *

Yes No

Do you have contracts of employment with your staff including the main director? *

Yes No

Do you have a directors’ service agreement in place with each director? *

Yes No

Do you have shareholders agreements in place? *

Yes No

Do you hold Investors In People accreditation? *

Yes No

Do you have a network of possible substitutes or subcontractors? *

Yes No

Has your agency (if applicable) explained the Opt Out notice from the Conduct Regulations? *

Yes No

Would you normally sign an Opt Out notice? *

Yes No

Signed *

For and on behalf of: *

Date *

Control

Location

Equipment

Substitution and subcontracting

About your business