Pro Bono Consulting Agreement Template for England and Wales

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Key Requirements PROMPT example:

Pro Bono Consulting Agreement

"I need a Pro Bono Consulting Agreement for our management consultancy firm to provide strategic planning services to a local educational charity, starting from March 2025, with special focus on data protection and volunteer consultant liability protection."

Document background
The Pro Bono Consulting Agreement serves as a vital instrument for formalizing voluntary professional services in England and Wales. This document is essential when consultants or consulting firms wish to provide their expertise without charge to non-profit organizations, charities, or social enterprises. It protects both parties by clearly defining the scope of work, responsibilities, and expectations while addressing crucial aspects such as intellectual property rights, confidentiality, and liability limitations. The agreement ensures that despite the absence of monetary compensation, the engagement maintains professional standards and legal compliance with UK regulations.
Suggested Sections

1. Parties: Identification and details of the consultant and recipient organization

2. Background: Context of the pro bono arrangement and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Services: Detailed description of consulting services to be provided

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

6. Confidentiality: Protection of confidential information

7. Intellectual Property: Ownership and usage rights of created materials

8. Liability and Indemnification: Scope of liability and indemnification provisions

9. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement

Optional Sections

1. Expenses: Terms for reimbursement of expenses, if any - include when consultant may incur reimbursable expenses

2. Insurance: Professional indemnity insurance requirements - include for high-risk or regulated consulting services

3. Data Protection: Specific data handling requirements - include when personal data processing is involved

4. Anti-Bribery Compliance: Compliance with anti-bribery laws - include when working with public sector or regulated entities

5. Force Majeure: Provisions for unforeseen circumstances preventing performance - include for longer-term agreements

Suggested Schedules

1. Schedule 1: Services Description: Detailed scope of services and deliverables

2. Schedule 2: Project Timeline: Key milestones and delivery dates

3. Schedule 3: Key Personnel: Names and roles of key team members

4. Appendix A: Policies and Procedures: Relevant organizational policies to be followed

5. Appendix B: Compliance Requirements: Specific regulatory or professional standards to be met

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Industries

Contract Law Fundamentals: Essential common law principles of contract formation, Contract (Rights of Third Parties) Act 1999, and Unfair Contract Terms Act 1977

Supply of Goods and Services Act 1982: Legislation governing the quality and standards of professional services delivery in consulting arrangements

Data Protection Framework: UK General Data Protection Regulation (UK GDPR), Data Protection Act 2018, and Privacy and Electronic Communications Regulations (PECR)

Intellectual Property Laws: Copyright, Designs and Patents Act 1988 and Trade Marks Act 1994 for protecting and managing intellectual property rights

Professional Liability Regulations: Requirements for Professional Indemnity Insurance and provisions regarding limitation of liability

Employment Rights Act 1996: Legislation to ensure the consulting agreement doesn't inadvertently create an employment relationship, including IR35 considerations

Equality Act 2010: Anti-discrimination legislation ensuring fair treatment and equal access to services

Bribery Act 2010: Anti-corruption legislation governing business relationships and professional services

Pro Bono Specific Requirements: Professional body requirements and Charity Commission guidance for pro bono work, especially when involving registered charities

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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