About Consultancy Services
Consultancy Services provides advice, guidance and support throughout the life-cycle of your project. Consultancy is defined as the provision of expert advice, or testing, which draws upon and applies existing knowledge and expertise. The work should have clear and well-defined deliverables. The client organisation would expect to own the results of the work.
Consultancy is important for developing research with industry and achieving early stage impact. It can also generate longer term research collaborations. The University recognises and encourages consultancy activity, as it contributes to its aim of promoting external engagement, enterprise and innovation.
Our responsibilities include:
- developing and managing external University relationships, for the provision of expert advice
- promoting other University commercial products and services
- identifying academic experts to meet client requirements
- exploiting new market opportunities
- giving expert advice, guidance and support throughout the project life-cycle
- managing consultancy contracts and finances
University consultancy policy
See our University Consultancy Policy for academic staff engaging in consultancy projects.
Who engages in consultancy
Consultancy is aimed at academic members of staff, who have fulfilled their teaching and research obligations. You must comply with the conditions set out under Ordinance 18 - External Work.
Complete the Consultancy Contract Enquiry Form if you want to undertake a consultancy project.
If your consultancy work requires non-academic staff see the HR guidance for non-academic staff providing consultancy work
If you are a business wanting Consultancy work see our business brochure.
Examples of consultancy
- Expert witness work
- Routine analysis, testing and validation work
- Expert advice and opinion
- Feasibility and scoping studies
- Professional practice work, such as accounting, architecture, or social work
- Market research and technology audits
- Aligning products and technology with business and marketing strategies
- Advising on protocols for clinical trials
- Reviewing policies and procedures
Benefits of consultancy
- Enhancing academic and professional disciplines
- Being covered with University contracts for confidentiality, indemnities, or conflicts of interest
- Having staff professional indemnity insurance
- Financial contributions to your KA account, supporting research and conferences
- Financial management of your National Insurance and tax, through payroll
- Fully funded studentships
- Software Licence Agreements
- Knowledge Transfer Partnerships
- Research collaboration agreements
- Academic publications
Costing your consultancy
When you are costing your consultancy proposal note the following:
- Recommended Consultancy Rates
- Consultancy Costing Approval Form (CCAF), which is available from the Business Gateway and Consultancy Services Manager
For all consultancy projects you must consider any ethical implications and complete an EIRA1 form, Ethical Implications of Research Activity.
If you are undertaking private consultancy, the University must minimise the likelihood of conflicts of interest. Both the consultant and their clients must be clear that the University has no liability for work carried out privately.
For private consultancy there must be:
- no use of University time or facilities, including testing equipment, software, University premises, administrative support, notepaper, email or phones
- no adverse effect on the performance of University duties
- Disclaimer of Liability for Private Consultancies, signed by the consultant and countersigned by the client
Notification of private consultancies to your Head of Department must be consistent with the University’s Ordinance 18: External Work. Your statement on Conflict of Interest, in your standard contract of employment, must also be consistent.
The University owns the Intellectual Property generated by members of staff at the University. Therefore private consultants cannot, as part of any agreement they sign with a client, give rights to any University of Bath IP.