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Charity Engaging A Consultant

June 2019

Charities: Engaging a consultant to provide (non-fundraising) services.

Does your charity contract with any providers of consultancy or other services? Charities often need to buy in various services, including various consultancy services such as writing training or other materials, provision of training services, or advice to the charity about marketing the charity to donors or supporters.

New document: Agreement for procuring consultant’s services.

This new template Agreement for Charity to Procure Services (Non-Fundraising) can be used by a charity commissioning an individual or company to provide it with consultancy or various other types of services. (The template is not suitable for engaging a person or company to actually carry out fundraising for the charity but our Charity Group of documents includes some template agreements for that specific purpose.)

This comprehensive template sets out all of the important legal and commercial terms of the engagement of the consultant, and it can be amended to suit the type of services needed and your charity’s particular requirements and circumstances in each case.

Schedule 2 of the template includes data protection provisions to be included where relevant and it is compliant with the GDPR (General Data Protection Regulation). The template, including its schedules, will cover fairly complex services but if the services are relatively unsophisticated, some or all of the detailed provisions in Schedule 3 can easily be deleted, leaving you with a shorter, simpler document.

As always, you should seek legal advice if you are not sure whether this template will meet your needs or if you need help to edit or add to it to meet your particular needs.

The contents of this Newsletter are for reference purposes only and do not constitute legal advice. Independent legal advice should be sought in relation to any specific legal matter.

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