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Owner Consultant Agreement Template for England and Wales

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Key Requirements PROMPT example:

Owner Consultant Agreement

"I need an Owner Consultant Agreement for engaging a technology strategy consultant to help modernize our retail operations, with a six-month initial term starting January 2025 and an option to extend for another six months based on performance."

Document background
The Owner Consultant Agreement is essential for organizations and individuals seeking to engage professional consultancy services in England and Wales. This document establishes clear parameters for the consulting relationship, protecting both parties' interests while ensuring compliance with UK legislation. It's particularly valuable when engaging consultants for significant projects, complex advisory services, or long-term engagements. The agreement covers crucial elements including scope definition, payment terms, service levels, and risk allocation, while addressing specific requirements under English law regarding professional services contracts.
Suggested Sections

1. Parties: Details of the Owner and Consultant, including registered addresses and company numbers

2. Background: Context of the agreement and brief description of the project/services

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of services to be provided by the consultant

5. Consultant's Obligations: Key responsibilities and duties of the consultant

6. Owner's Obligations: Responsibilities and duties of the owner

7. Fees and Payment: Payment terms, rates, and invoicing procedures

8. Term and Termination: Duration of agreement and termination provisions

9. Liability and Insurance: Limitations of liability and required insurance coverage

Optional Sections

1. Change Control: Procedures for varying scope or services - recommended for complex or long-term projects

2. Force Majeure: Provisions for unforeseen circumstances - recommended for high-value or critical services

3. Non-Compete: Restrictions on working with competitors - recommended when sensitive information or relationships are involved

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed breakdown of services to be provided

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3 - Key Personnel: List of key individuals involved in service delivery

4. Schedule 4 - Service Levels: Performance metrics and quality standards

5. Appendix A - Insurance Requirements: Detailed insurance requirements and minimum coverage levels

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 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
Relevant Teams
Relevant Roles
Industries

Contract Act 1999 and Common Law: Fundamental principles governing contract formation, terms, and enforcement in England and Wales

Unfair Contract Terms Act 1977: Legislation regulating unfair terms in contracts and limiting the extent to which liability can be excluded

Misrepresentation Act 1967: Laws governing false or misleading statements made during contract negotiation

Supply of Goods and Services Act 1982: Legislation setting out implied terms for the supply of services, including quality and reasonable care standards

Consumer Rights Act 2015: Relevant if the owner is an individual consumer rather than a business, providing additional protections

Employment Rights Act 1996: Important for establishing clear consultant status versus employee status

IR35 Legislation: Tax regulations affecting consultants and contractors, determining employment status for tax purposes

UK GDPR and Data Protection Act 2018: Laws governing the handling and protection of personal data in the consulting relationship

Copyright, Designs and Patents Act 1988: Legislation protecting intellectual property rights and governing ownership of work products

Health and Safety at Work Act 1974: Requirements for ensuring safety in work environments, including consultant obligations

Arbitration Act 1996: Framework for dispute resolution procedures and arbitration clauses

Equality Act 2010: Anti-discrimination legislation ensuring fair treatment and preventing unlawful discrimination

Late Payment of Commercial Debts Act 1998: Regulations governing payment terms and interest on late payments in commercial transactions

Professional Indemnity Requirements: Insurance and liability requirements for professional consultants providing services

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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