Terms of Reference — Bundle IQ

bundleIQ

Terms of Reference · Contractor

Version: 1.0

Date: [Date of signature]

Law: England and Wales

Key points

This document governs a specific engagement — complete a new one for each project.
Covers: scope, day rate, duration, reporting line, deliverables, milestones.
Forms part of the Contractor Agreement — that document's terms apply here too.
Both parties must sign before work begins.

📋 Instructions: Complete all fields in [brackets] before issuing. Both parties sign. File the signed copy in the Bundle IQ contracts library and email a copy to the contractor.

1. Engagement details

Reference	[ToR-YYYY-NNN]
Contractor name	[Full legal name]
Client / buyer	[Client organisation]
Category specialism	[e.g. IT, Facilities, Professional Services]
Start date	[DD/MM/YYYY]
End date / review date	[DD/MM/YYYY]
Estimated days	[X days over Y weeks]
Day rate (exc. VAT)	£[XXX] per day
IR35 determination	[Inside / Outside / N/A]
Bundle IQ contact	[Name, email]

2. Scope of work

The contractor is engaged to provide the following services:

[Describe the specific services required — e.g. "Run the end-to-end RFQ process for the client's managed IT services requirement, including requirement scoping, vendor shortlisting, evaluation, and award recommendation." Be specific about what is and is not included.]

3. Deliverables and milestones

Deliverable	Due date	Days est.
Requirement scoping session with buyer	[Date]	0.5
RFQ document drafted and approved	[Date]	1.0
Vendor responses evaluated and scored	[Date]	1.5
Award recommendation presented to buyer	[Date]	0.5
Contract executed and supplier onboarded	[Date]	0.5
[Additional deliverable]	[Date]	[ ]

4. Reporting and communication

The contractor reports to [Bundle IQ contact name]. Weekly status updates are required by end of day Friday, covering: progress against deliverables, risks and issues, planned activities for the following week.

Buyer-facing communications should copy in the Bundle IQ contact unless specifically agreed otherwise.

5. Expenses

[ ] No expenses — rate is all-inclusive.

[ ] Pre-approved expenses reimbursed at cost, up to £[amount] per engagement.

6. Special conditions

[Any engagement-specific conditions — e.g. security clearance required, on-site days required, specific tools or platforms to be used, confidentiality requirements beyond the standard NDA.]

7. Incorporation of Contractor Agreement

This Terms of Reference is issued under and forms part of the Contractor Agreement signed between the parties. All terms of the Contractor Agreement apply to this engagement. In the event of conflict, this ToR prevails for the specific matters it addresses.

Signatures

Bundle Technologies Ltd

Signature

Name / date

Contractor

Signature

Full name / date

Bundle Technologies Ltd · contractors@bundleiq.co.uk