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Consulting Services

Before engaging an individual to provide services to the University, it is important to identify if the services are to be provided by an employee of the University, or by an external third party, i.e. an independent contractor. Engagement processes, tax treatments and payment processes will vary depending on how the service provider is classified. If the service should be provided by an employee, contact your local HR representative for guidance.

Consultant or Contractor

When an individual engaged to provide services is not an employee, this individual is typically referred to as an independent contractor. This is further defined depending on the nature of the work that is required: consultant or contractor. Each has its own engagement requirement under University Procurement Policy.

Consultant

Definition

Person or entity under an agreement (not an employment agreement) to provide expert strategic advice and related services for consideration and decision-making by the University.

Examples

  • Contracting an expert to provide research or business strategy assistance
  • Engaging an IT expert to provide advice regarding a new IT strategy and assistance in selecting a supplier for a new system
  • Hiring a consultant to provide strategic intelligence and advice to increase the University’s knowledge of federal government priorities and approach to post-secondary education

Engagement Process

  • Under $100,000 requires 3 quotes
  • Greater than $100,000 contact Procurement Services for Open Competitive Procurement (e.g. RFP)
  • Non-Competitive Procurement requires authorization from the President of the University

Required Documentation

  • The University requires a signed “fixed fee” contract/agreement with the Consultant specifying the terms and conditions including desired outcomes
  • A Purchase Order is recommended unless the total contract value is less than $5,000
  • The University must pay HST on amounts paid (whether Consultant is an individual or a legal entity) unless there is a Small Trader’s Certificate on file for the individual

Contractor

Definition

Person or entity retained under fee-for-service arrangement to perform specific tasks at the direction of the University for a limited period of time.

Examples

  • Contracting with a subject matter expert to perform a department or accreditation review
  • Engaging an external investigator to conduct a fact-finding investigation of a workplace incident
  • Engaging an external facilitator for a team building session would be categorized as a service
  • Hiring a computer programmer and graphic artist to create a website with research funding

Engagement Process

Required Documentation

  • The University requires a signed contract/agreement with the individual or the legal entity specifying the terms and conditions including desired outcome
  • A Purchase Order is recommended unless total contract value is less than $5,000
  • The University must pay HST on amounts paid (whether Contractor is an individual or a legal entity) unless there is a Small Trader’s Certificate on file for the individual

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