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Creating Independent Contractor Agreement

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Creating Independent Contractor Agreement

This playbook outlines the sequential steps required to produce an Independent Contractor Agreement, ensuring freelance or contract workers have a clear understanding of the scope of work, payment terms, and other contractual obligations.

Step 1: Identify Needs

Determine the specific requirements, qualifications, and deliverables for the contractor’s role. Clarify the scope of work that the independent contractor is expected to complete.

Step 2: Draft Agreement

Begin drafting the Independent Contractor Agreement. Include key details such as parties involved, scope of work, deliverables, duration of the contract, payment schedule, terms, and conditions, confidentiality clauses, and termination conditions.

Step 3: Review Terms

Carefully review each clause to ensure it clearly expresses the agreed terms. Double-check for any errors or ambiguities that could lead to misunderstandings.

Step 4: Legal Compliance

Ensure that the agreement complies with federal, state, and local laws. Consider engaging a legal professional to review the document, particularly if working across state lines or internationally.

Step 5: Discuss Draft

Present the draft agreement to the contractor for their review. Open a dialogue to discuss any concerns, negotiate terms, and make adjustments as necessary.

Step 6: Finalize Agreement

Incorporate any agreed-upon changes into the contract. Both parties should thoroughly review the final document to ensure all of the terms are accurate and understood.

Step 7: Signatures

Arrange for both parties to sign the contract. Utilize either physical signatures or a certified e-signature platform to execute the agreement legally.

Step 8: Distribute Copies

Provide both parties with a copy of the signed agreement. Make sure the contractor receives a copy for their records and the hiring party retains a copy in their business records.


General Notes

Storage

Keep a copy of all signed agreements in a secure location for at least the duration of the contractor&#x27;s tenure plus any additional period required by law.

Updates

Should the scope of work or payment terms change, update the Independent Contractor Agreement as necessary, and ensure all parties have access to the most current version.