Managed Service Consultancy Support
Lancaster University is committed to supporting staff engagement with external businesses, public bodies and community organisations, by enabling staff to deliver against consultancy opportunities with external organisations.
To ensure practical support is available, the University is introducing a managed service for consultancy to provide support for pricing, negotiating, contracting and invoicing. By taking care of the administrative arrangements for you, the managed service enables you to focus on the delivery of the work. By undertaking consultancy through the University’s managed service, staff delivering individual consultancy are covered by the University’s indemnity insurance while undertaking the work.
Lancaster University’s Council approved the changes in November 2018 following a period of consultation and development of the principles of the new service through the University’s governing committees. New guidance is being developed, informed by early projects and in discussion with faculties; however staff can take advantage of the new service straight away by contacting the Consultancy Manager (details below).
In addition to supporting ‘Individual Consultancy’, the managed service will also provide support for ‘University Consultancy’. This facility compliments existing support provided by faculty business engagement/development teams in some areas and ensures faculties or departments with less support can access effective guidance and assistance.
Individual Consultancy is defined as those opportunities which are initiated between an individual and a third party that do not make a significant call on University resources and are delivered either outside of workload or within a time allowance approved under the ‘Rules Governing Outside Activities’.
University Consultancy is defined as those opportunities that are initiated through the activity of business engagement staff, or an approach to the department or school, where the work is fully costed and delivered as part of core workload. Consultancy requires the approval of a Head of Department, a Director or other authorised approver. For individual consultancy, this is set out in the HR policy ‘Rules Governing Outside Professional Activities’. This is to ensure a check and balance around potential conflicts of interest and workload commitments.
The process for setting up a consultancy project has been streamlined to enable a fast, efficient response and to meet business expectations. The basic steps are:
- You complete the ‘application & payment’ form which can be found here: Consultancy Application Form
- Approval for the work is triggered by the application form and sent on to the Consultancy Team
- Consultancy Team contacts you to finalise price and puts an agreement in place with the client
- Consultancy Team arranges for a project code to be set up
- You deliver the project for the client
- Consultancy Team arrange for invoicing and payment or transfer of the funds to you or the department
Payment options include salary, personal research accounts (for individual consultancy) and departmental accounts (for university consultancy).
Guidance for Business Development Managers can be found here.