EDUCATIONAL CONSULTANT AGREEMENT

DOCUMENT INFORMATION

PARTIES

This Educational Consultant Agreement ("Agreement") is entered into by and between:

CONSULTANT:
[CONSULTANT/COMPANY FULL LEGAL NAME] ("Consultant")
Address: [ADDRESS]
Phone: [PHONE]
Email: [EMAIL]
Website: [WEBSITE]

CLIENT:
[CLIENT FULL LEGAL NAME] ("Client")
Address: [ADDRESS]
Phone: [PHONE]
Email: [EMAIL]

STUDENT (if different from Client):
Name: [STUDENT FULL LEGAL NAME]
Date of Birth: [DATE]
Current Grade: [GRADE]
Current School: [SCHOOL NAME]

If Student is a minor, Client represents they are the parent or legal guardian with authority to enter into this Agreement on Student's behalf.

SECTION 1: SCOPE OF SERVICES

1.1 Services Selected

Consultant agrees to provide the following services:

School Placement Services:
☐ Independent/Private School Placement
☐ Boarding School Placement
☐ Therapeutic School/Program Placement
☐ Special Needs School Placement
☐ International School Placement
☐ Preschool/Elementary School Placement

College/Higher Education:
☐ College Counseling/Advising
☐ Graduate School Advising
☐ Transfer Advising

Academic Support:
☐ Academic Assessment and Evaluation
☐ Learning Plan Development
☐ Curriculum Consulting
☐ Homeschool Consulting
☐ IEP/504 Plan Advocacy
☐ Academic Coaching

Other Services:
☐ Gap Year Planning
☐ Summer Program Advising
☐ Educational Therapy Coordination
☐ [OTHER: SPECIFY]

1.2 Services Description

Consultant will provide the following specific services:

[DETAILED DESCRIPTION OF SERVICES TO BE PROVIDED]

1.3 Services NOT Included

This Agreement does not include:
☐ [LIST SERVICES NOT INCLUDED]
☐ Tutoring or test preparation
☐ Application submission (Client responsibility)
☐ Ongoing advocacy after placement
☐ [OTHER EXCLUSIONS]

SECTION 2: SERVICE DELIVERY

2.1 Consultation Format

Services will be delivered via:

☐ In-person meetings at: [LOCATION]
☐ Video conference (Zoom, etc.)
☐ Telephone consultations
☐ Email correspondence
☐ Combination of methods

2.2 Timeline

Engagement Period: [START DATE] to [END DATE]

Key Milestones:
| Milestone | Target Date |
|-----------|-------------|
| Initial Assessment | [DATE] |
| School/Program List Development | [DATE] |
| Application Support Completion | [DATE] |
| Decision Support | [DATE] |
| Final Placement | [DATE] |

2.3 Client Responsibilities

Client agrees to:

☐ Provide complete and accurate information about Student
☐ Respond to requests for information within [48/72] hours
☐ Attend scheduled meetings and consultations
☐ Complete assigned tasks in a timely manner
☐ Submit all applications and materials by deadlines
☐ Pay all fees as agreed
☐ Notify Consultant of any changes in circumstances

SECTION 3: CONSULTANT QUALIFICATIONS

3.1 Professional Background

Consultant represents the following qualifications:

Education:
☐ [DEGREES AND INSTITUTIONS]

Professional Certifications:
☐ IECA Member (Independent Educational Consultants Association)
☐ HECA Member (Higher Education Consultants Association)
☐ CEP (Certified Educational Planner)
☐ [OTHER CERTIFICATIONS]

Experience:
☐ [NUMBER] years in educational consulting
☐ [NUMBER] students/families served
☐ Specializations: [SPECIFY]

3.2 Professional Standards

Consultant agrees to:

☐ Adhere to IECA Principles of Good Practice (if member)
☐ Maintain client confidentiality
☐ Provide services with professional competence
☐ Disclose any conflicts of interest
☐ Never guarantee admission or placement outcomes

3.3 Background Check (for work with minors)

☐ Consultant has completed a background check within the past [12] months
☐ Copy available upon request

SECTION 4: FEES AND PAYMENT

4.1 Fee Structure

Option A: Comprehensive Package
☐ Full service package: $[AMOUNT]
☐ Includes: [LIST INCLUDED SERVICES]
☐ Payment schedule: [SPECIFY]

Option B: Hourly Rate
☐ Hourly rate: $[AMOUNT] per hour
☐ Estimated hours: [NUMBER]
☐ Minimum engagement: [NUMBER] hours

Option C: Phased Services
| Phase | Services | Fee |
|-------|----------|-----|
| Phase 1: Assessment | [SERVICES] | $[AMOUNT] |
| Phase 2: Research | [SERVICES] | $[AMOUNT] |
| Phase 3: Application Support | [SERVICES] | $[AMOUNT] |
| Phase 4: Decision Support | [SERVICES] | $[AMOUNT] |

4.2 Additional Fees

4.3 Third-Party Costs (Client Responsibility)

Client is responsible for the following costs NOT included in Consultant fees:
☐ School application fees
☐ Testing fees (ISEE, SSAT, etc.)
☐ School visit travel costs
☐ Transcript and records fees
☐ Therapeutic assessments or evaluations
☐ Any fees payable to schools or programs

4.4 Payment Terms

Payment Due:
☐ Retainer due upon signing: $[AMOUNT]
☐ Balance due: [SCHEDULE]
☐ Monthly invoicing for hourly services

Payment Methods:
☐ Check (payable to [PAYEE NAME])
☐ Credit/Debit Card
☐ Bank Transfer/ACH
☐ Online payment

Late Payment:
☐ Late fee of $[AMOUNT] or [PERCENTAGE]% after [DAYS] days
☐ Services may be suspended for non-payment

SECTION 5: REFUND AND CANCELLATION POLICY

5.1 Client Cancellation

For hourly services: No refund for hours already billed.

5.2 Non-Refundable Fees

☐ Initial consultation fee: $[AMOUNT]
☐ Assessment fee: $[AMOUNT]
☐ Retainer (applied to services)

5.3 Services Pause

☐ Services may be paused for up to [90] days for family circumstances
☐ Resume within [12] months or forfeit remaining services

SECTION 6: CONFIDENTIALITY

6.1 Confidential Information

Consultant agrees to maintain confidentiality of:

☐ All student educational records and information
☐ Family personal and financial information
☐ Testing results and evaluations
☐ Medical and psychological information
☐ Application materials and essays
☐ All communications with Client

6.2 Permitted Disclosures

Consultant may disclose information:

☐ To schools/programs as part of the placement process (with Client consent)
☐ As required by law
☐ With written authorization from Client
☐ To Consultant's staff/associates on a need-to-know basis

6.3 School Relationships

☐ Consultant may have professional relationships with schools but will disclose any conflicts
☐ Consultant will not accept compensation from schools for student placements
☐ Consultant provides independent advice in Student's best interest

SECTION 7: NO GUARANTEES

7.1 Outcome Disclaimer

IMPORTANT: Consultant does NOT and CANNOT guarantee:

☐ Admission to any specific school or program
☐ Financial aid or scholarship awards
☐ Specific placement outcomes
☐ Academic or behavioral outcomes after placement
☐ That schools will accept Student

7.2 Factors Beyond Consultant's Control

Client acknowledges that admission decisions are made by schools and depend on many factors including:
☐ Student's academic record and abilities
☐ School availability and capacity
☐ Competitive applicant pools
☐ School-specific criteria and preferences
☐ Completeness of application materials

7.3 Best Efforts

Consultant commits to:
☐ Providing professional, informed guidance
☐ Identifying appropriate school options
☐ Supporting the application process
☐ Advocating for Student to the extent appropriate

SECTION 8: INTELLECTUAL PROPERTY

8.1 Consultant Materials

☐ Assessment tools, checklists, and frameworks are Consultant's property
☐ Client may use materials for personal purposes only
☐ Materials may not be shared or redistributed

8.2 Student Work

☐ Essays, applications, and work product remain Student's property
☐ Consultant may retain copies for records
☐ Consultant may use anonymized data for professional development

SECTION 9: LIMITATION OF LIABILITY

9.1 Limitation

☐ Consultant's liability limited to fees paid under this Agreement
☐ Consultant not liable for indirect, incidental, or consequential damages
☐ Consultant not liable for admission decisions by schools
☐ Consultant not liable for outcomes after placement

9.2 Indemnification

Client agrees to indemnify Consultant against claims arising from:
☐ Inaccurate information provided by Client
☐ Client's failure to meet deadlines or complete applications
☐ Actions or decisions by schools or programs
☐ Student's conduct or performance

SECTION 10: TERM AND TERMINATION

10.1 Term

This Agreement begins on [START DATE] and continues until:

☐ Services are completed
☐ [END DATE]
☐ Terminated by either party

10.2 Termination by Client

☐ Client may terminate with [14] days written notice
☐ Refund per Section 5 policies

10.3 Termination by Consultant

Consultant may terminate if:
☐ Client fails to make payment after [14] days notice
☐ Client provides false or misleading information
☐ Client fails to cooperate with the consultation process
☐ Continuation would compromise Consultant's professional standards

10.4 Effect of Termination

Upon termination:
☐ All outstanding fees become due
☐ Consultant will provide summary of work completed
☐ Client materials returned upon request
☐ Confidentiality obligations continue

SECTION 11: COMMUNICATION

11.1 Response Times

☐ Email: [24-48] hours during business days
☐ Urgent matters: [PHONE NUMBER]
☐ Business hours: [HOURS]

11.2 Meeting Scheduling

☐ Meetings scheduled via [METHOD]
☐ [24] hours notice required to reschedule
☐ Missed meetings without notice may be charged

SECTION 12: GENERAL PROVISIONS

12.1 Entire Agreement

This Agreement constitutes the entire agreement between the parties.

12.2 Amendments

Amendments must be in writing signed by both parties.

12.3 Severability

Invalid provisions do not affect remaining provisions.

12.4 Governing Law

This Agreement is governed by the laws of [STATE].

12.5 Dispute Resolution

☐ Disputes resolved through informal discussion first
☐ Mediation before litigation
☐ Venue: [COUNTY, STATE]

12.6 Independent Contractor

Consultant is an independent contractor, not an employee of Client.

SECTION 13: PARENTAL CONSENT (FOR MINOR STUDENTS)

If Student is under 18:

13.1 Parental Authorization

☐ I am the parent or legal guardian of the Student named herein
☐ I authorize Consultant to work directly with Student
☐ I consent to Consultant sharing appropriate information with schools/programs
☐ I understand Consultant will communicate primarily with parents but may also work directly with Student

13.2 Both Parents' Authority

☐ Both parents/guardians are in agreement regarding this engagement
☐ Either parent may provide direction to Consultant
☐ Consultant should communicate with: ☐ Both parents ☐ Primary contact only: [NAME]

SECTION 14: ACKNOWLEDGMENTS AND SIGNATURES

14.1 Client Acknowledgments

By signing below, Client acknowledges:

☐ I have read and understand all terms of this Agreement
☐ I understand that Consultant cannot guarantee any specific outcome
☐ I agree to the fee schedule and payment terms
☐ I agree to cooperate fully with the consultation process
☐ I will provide accurate and complete information
☐ I understand the confidentiality terms
☐ If Student is a minor, I am the parent/legal guardian with authority to sign

14.2 Consultant Acknowledgments

By signing below, Consultant acknowledges:

☐ I will provide services as described in this Agreement
☐ I will maintain professional standards and confidentiality
☐ I will disclose any conflicts of interest
☐ My stated qualifications are accurate

SIGNATURES

CLIENT:

Signature: _________________________________ Date: _____________

Printed Name: _________________________________

SECOND PARENT/GUARDIAN (if applicable):

Signature: _________________________________ Date: _____________

Printed Name: _________________________________

STUDENT (if 18 or older):

Signature: _________________________________ Date: _____________

Printed Name: _________________________________

CONSULTANT:

Signature: _________________________________ Date: _____________

Printed Name: _________________________________

Title: _________________________________

EXHIBIT A: DETAILED SCOPE OF SERVICES

Services to be provided:

1. _________________________________

2. _________________________________

3. _________________________________

4. _________________________________

5. _________________________________

Deliverables:

1. _________________________________

2. _________________________________

3. _________________________________

EXHIBIT B: FEE SCHEDULE AND PAYMENT PLAN

This Educational Consultant Agreement template is provided for informational purposes only and does not constitute legal advice. Consult with a qualified attorney in your jurisdiction before use.