> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Consultant Agreement Request

> Request an agreement with an independent consultant on a program, including the consultant, hourly rate, allocated hours, and agreement dates.

A Consultant Agreement request asks Contract Management to set up an agreement with an independent consultant who will work on a program. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.

## Create a Consultant Agreement Request

### Prerequisites

Before submitting a Consultant Agreement request:

* You must have an active employee account.
* The consultant must be set up as a business partner on the selected program.

<Steps>
  <Step title="Navigate to Requests Module.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Nav.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=d63df729a01c85604b3c8b4aaaaa39d8" alt="RQ Nav" width="2178" height="1040" data-path="images/RQ-Nav.png" />
    </Frame>
  </Step>

  <Step title="Click Add Request.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Add.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=1579b8acf59755f64870e77afba1545d" alt="RQ Add" width="2178" height="660" data-path="images/RQ-Add.png" />
    </Frame>
  </Step>

  <Step title="Select Consultant Agreement as the request type.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-AG-Type.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=40257ccb426f57bc9436c925603d77c2" alt="RQ AG Type" width="2064" height="594" data-path="images/RQ-AG-Type.png" />
    </Frame>
  </Step>

  <Step title="Complete the required information.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-AG-Form-1.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=863badec7d43f6fbdb069181b237d795" alt="RQ AG Form 1" width="2064" height="1784" data-path="images/RQ-AG-Form-1.png" />
    </Frame>

    ### Request Information

    | Field       | Description                                             | Required | Example                                                               |
    | :---------- | :------------------------------------------------------ | :------- | :-------------------------------------------------------------------- |
    | Subject     | A short title describing the request.                   | ✓        | Consultant Agreement - Data Migration Specialist                      |
    | Due Date    | The expected completion or review date for the request. | ✓        | October 9, 2026                                                       |
    | Priority    | Indicates the urgency of the request.                   | ✓        | Medium                                                                |
    | Description | Additional details or reason for the request.           |          | Engaging an independent consultant for data migration on the program. |

    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-AG-Form-2.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=f8cccd1c371c5ef52e02ec2e8639354b" alt="RQ AG Form 2" width="2064" height="1784" data-path="images/RQ-AG-Form-2.png" />
    </Frame>

    ### Consultant Agreement

    | Field                                       | Description                                                              | Required | Example                                                   |
    | :------------------------------------------ | :----------------------------------------------------------------------- | :------- | :-------------------------------------------------------- |
    | Program                                     | Program the consultant will work on.                                     | ✓        | OPP TEST UAT 2                                            |
    | Prime Contract Name / Prime Contract Number | Prime contract of the selected program.                                  | Auto     |                                                           |
    | Consultant                                  | Consultant business partner. Only consultants on the program are listed. | ✓        | Honda                                                     |
    | Consultant's POC                            | Point of contact at the consultant.                                      | ✓        | Sarah Han                                                 |
    | Hourly Rate                                 | Rate paid to the consultant per hour.                                    | ✓        | \$95.00                                                   |
    | Allocated Hours                             | Hours allocated under the agreement.                                     | ✓        | 480                                                       |
    | Start Date / End Date                       | Dates the agreement is in effect.                                        | ✓        | 10/19/2026 - 03/31/2027                                   |
    | Program Description                         | Scope of the consultant's work.                                          |          | Migrate legacy HR and payroll data into the new platform. |
  </Step>

  <Step title="Click Add to send the request for approval.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-AG-Add.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=efefc6f14e750343060a5e31fb1aae2d" alt="RQ AG Add" width="2064" height="416" data-path="images/RQ-AG-Add.png" />
    </Frame>
  </Step>
</Steps>

<Info>
  After approval, the agreement is listed in **Contracts > Contract Management >** [Internal Consultant](/erp/contract-management/internal-consultant).
</Info>

## Review a Consultant Agreement Request

To review a submitted Consultant Agreement request and approve, reject, or discard it, see **Contracts >** [Requests](/erp/contract-management/requests).

## Manage the Consultant Agreement Business Process

To manage the workflow for Consultant Agreement requests, see **Admin > Business Processes >** [Business Processes Overview](/erp/admin/business-process-overview).