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.

For additional information, see Employee versus Independent 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: consulting or contracting (non-consulting). Each has its own engagement requirement under the University’s Procurement Policy.

The Broader Public Sector (BPS) Expenses Directive must be incorporated into the acquisition of consulting services such that, under no circumstances can food, beverage, gratuities, laundry, dry cleaning and personal telephone calls be itemized and paid as part of any contract between the University and a consultant or separately reimbursed. Allowable business related travel and accommodation expenses can be claimed and reimbursed only when pre-approved by the University and the contract specifically provides for it.

When determining whether a service is consulting or contracting (non-consulting), the differentiating factor is whether the services are strategic versus tactical in nature. Prior to the commencement of the services, the department is responsible to determine if the service being procured is consulting or non- consulting service.

Consultant

Contractor