UNITING CHURCH IN AUSTRALIA SYNOD OF NSW AND THE ACT ANNEXURE 36 INDEPENDENT CONSULTANT OR CONTRACTOR INDUCTION CHECKLIST

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1 UNITING CHURCH IN AUSTRALIA SYNOD OF NSW AND THE ACT ANNEXURE 36 INDEPENDENT CONSULTANT OR CONTRACTOR INDUCTION CHECKLIST 1. To be provided to the independent consultant or contractor at induction or prior to commencement of service provision and to be signed by both parties 2. Fields in italics require the writer to insert the relevant information The induction of independent consultants and contractors is as important as the induction of employees who work for [insert name of organisation]. Establishment of the contract for services relationship with independent consultants or contractors, prior to the commencement of any work being undertaken, is of paramount importance. The parties must be mindful that the relationship between the parties whilst the independent consultant or contractor is providing services to [insert name of organisation] is that of a Contractor/Principal, not a standard employment relationship. The following checklist should be incorporated into the induction process held for the independent contractor or consultant engaged. The independent contractor or consultant should be required to sign the checklist once it has been exhausted and thoroughly explained. Emphasis should be placed on the fact that induction is carried out for a number of purposes; primarily to ensure that the Principal s OHS obligations under OHS and related legislation is satisfied to the best of each parties abilities, but also to ensure that the independent consultant or contractor carries out their duties or provides services in a manner that is in-keeping with the standards and philosophies upheld by [insert name of organisation] whilst they are engaged for service provision or to complete particular projects. 1. Welcome to [insert name of organisation] 2. Establishment of Principal/Contractor Relationship Invoicing requirements, timing and method of payment Taxation obligations Payroll requirements if any Superannuation arrangements Health insurance, professional indemnity and medical liability details (proof and details as required by this form also to be completed) Annexure 36 version page 1 of 5

2 3. Hours of Work Hours of operation, consultant considerations Recording hours completed for tracking purposes Flexibility of Contractor status Lateness procedure 4. Absence from project provision of notification Due to illness No Public Holidays No accrued leave entitlements 5. Occupational Health and Safety considerations and obligations OHS policy of [insert name of organisation] Layout of working area Special considerations and requirements (if any) of worksite Incident and accident procedure, injury register Evacuation procedure First aid officer WorkCover claim process contractor status 6. Conditions of assignment/project/service provision Contract for services Non smoking workplace Progress reports of project of required Grievance processes in place Amenities 7. Upon completion of contract work or cessation of consultancy agreement Completion to be satisfactory to ensure full payment Final invoice to contain completion details Notice required to be given by the independent consultant or contractor where project is unfinished yet contract is to be ceased Annexure 36 version page 2 of 5

3 8. Introductions Co-workers Reporting streams Staff associated work areas OTHER COMMENTS: The insurance requirements specified overleaf must be sighted prior to the commencement of work by any independent consultant or contractor within/for [insert name of organisation]. Copies of all valid certificates of currency must be attached to this form and retained by the organisation, on file, for future reference. In addition, one photocopy of this form and attached certificates of currency should be sent to the Manager Risk & Insurance Services, Uniting Resources. Note 1: Note 2: Note 3: All relevant independent consultant s or contractor s insurances should be extended to include the interests of the organisation as principal or joint insured in respect to the work to be performed. All independent consultants or contractors based on Uniting Church in Australia Property Trust (NSW) premises are to be given the Guide for Independent Consultants or Contractors handbook on the day the contract commences. This must be read by the independent consultant or contractor and returned to the manager responsible for engaging them within five working days. A subcontractors statement (see Annexure 37) must be completed by each contractor before being engaged to provide services. Annexure 36 version page 3 of 5

4 Name of independent consultant or contractor: Company Name: Start Date: In accordance with the contract signed by both parties I confirm that the engagement of an independent consultant or contractor does not constitute an employee/employer relationship. I also confirm that I have cited original copies of the Certificates of Currency attached to this form. Signed: Name: Position: Board/Facility Date: FOR INCORPORATED COMPANIES Insurance Requirement Insurance Company Policy Number Amount Insured Workers Compensation Public Liability for an amount not less than $10,000,000 Insurance on works to be performed but not limited to fitouts, structural or flowdown conditions of head contract Motor Vehicles insurances where vehicles will be used. Annexure 36 version page 4 of 5

5 FOR SOLE TRADER CONTRACTORS (not incorporated) Insurance Requirement Insurance Company Policy Number Amount Insured Workers Compensation Public Liability for an amount not less than $10,000,000 Motor Vehicles insurances where vehicles will be used. Endorsement of the independent consultant or contractor that induction has been thorough, has been understood, and where required shall be complied with. Signature of independent consultant or contractor and Date: On behalf of [insert name of organisation] and Date: Annexure 36 version page 5 of 5

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