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Consultant Offer Letter Template for Canada

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Key Requirements PROMPT example:

Consultant Offer Letter

"I need a Consultant Offer Letter for a senior IT security consultant who will be working on a 6-month project starting January 15, 2025, with a daily rate of $800 CAD and the possibility of extension, including strict confidentiality provisions due to access to sensitive data."

Document background
The Consultant Offer Letter is used when a company wishes to formally engage an independent consultant or consulting firm in Canada. It serves as the primary document establishing the consulting relationship while ensuring compliance with Canadian federal and provincial regulations regarding independent contractor classification. This document is particularly important as it helps distinguish the consulting relationship from employment, addressing key aspects such as tax obligations, intellectual property rights, and service delivery terms. The letter format maintains professionalism while incorporating necessary legal elements, making it suitable for both individual consultants and consulting firms. It's designed to protect both parties' interests while ensuring clarity in terms of deliverables, compensation, and relationship parameters.
Suggested Sections

1. Letter Date and Address Block: Formal letter heading with date and consultant's contact information

2. Greeting: Professional salutation to the consultant

3. Introduction: Opening paragraph expressing interest in engaging the consultant and specifying the client company

4. Role and Services: Clear description of the consulting services to be provided and project scope

5. Term: Duration of the engagement, including start date and end date if applicable

6. Compensation: Fee structure, payment terms, and schedule

7. Independent Contractor Status: Clear statement of independent contractor relationship and tax responsibilities

8. Confidentiality: Basic confidentiality obligations

9. Intellectual Property: Overview of IP ownership for work product

10. Termination: Basic termination provisions and notice requirements

11. Acceptance: Signature blocks and acceptance terms

Optional Sections

1. Equipment and Resources: Include when the company will provide specific tools or resources

2. Travel and Expenses: Include when consulting role requires travel or reimbursable expenses

3. Performance Metrics: Include when specific deliverables or KPIs need to be measured

4. Insurance Requirements: Include when consultant must maintain specific insurance coverage

5. Non-Compete: Include when restricting consultant's work with competitors is necessary

6. Non-Solicitation: Include when protecting against solicitation of employees or clients is needed

7. Location of Services: Include when specific work location requirements exist

8. Background Check: Include when security clearance or background checks are required

Suggested Schedules

1. Schedule A - Scope of Services: Detailed description of consulting services, deliverables, and timelines

2. Schedule B - Fee Schedule: Detailed breakdown of fees, payment structure, and any bonus arrangements

3. Schedule C - Confidentiality Agreement: Detailed confidentiality terms if more extensive provisions are needed

4. Schedule D - Company Policies: Relevant company policies that apply to consultants

5. Appendix 1 - Required Documentation: List of documents consultant must provide (insurance certificates, business registration, etc.)

6. Appendix 2 - Equipment List: Detailed list of any company-provided equipment or resources

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions

























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Relevant Industries

Technology

Management Consulting

Financial Services

Healthcare

Education

Manufacturing

Construction

Professional Services

Media and Entertainment

Energy

Retail

Non-Profit

Telecommunications

Environmental Services

Real Estate

Relevant Teams

Legal

Human Resources

Procurement

Finance

Operations

Project Management Office

Information Technology

Research and Development

Strategy

Business Development

Marketing

Risk Management

Relevant Roles

Project Manager

Business Analyst

IT Consultant

Management Consultant

Financial Advisor

Strategy Consultant

Technical Architect

Marketing Consultant

HR Consultant

Operations Consultant

Legal Consultant

Environmental Consultant

Healthcare Consultant

Education Consultant

Research Consultant

Engineering Consultant

Change Management Consultant

Digital Transformation Consultant

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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