How to Complete an Independent Contractor Request Packet


Overview


This article demonstrates how to complete an Independent Contractor (IC) Approval Request Pack. First, complete and/or obtain the following documents that are Required for Independent Contractor/Consultant Approval. Secondly, attach the required documents to the Requisition, provide a copy to the employee, and a copy to the department. Lastly, Procurement will review the requisition and respond accordingly.

Prerequisites


Essential Information


Next Steps


Step 1:

Complete and/or obtain the following documents that are Required for Independent Contractor/Consultant Approval. All items are available within the Independent Contractor Packet.

  1. Independent Contractor Pre-hire Information form
    1. The requesting department must complete this form prior to engaging in independent contractor services.
    2. All sections of this form must be completed;
      • Part 1: Requesting Department Information.
      • Part 2: Proposed Contractor Information.
      • Part 3: Internal Revenue Service Classification Factors Checklist.
      • Part 4: Department Authorization and Certification.
    3. A final signature is required from the requesting Department Head. 
  2. Statement of Work
    1. Completed by the requesting department.
    2. The Statement of Work should clearly describe the work for this project and include;
      • Detail specific deliverables.
      • Key tasks, activities, and milestones.
      • Period of performance/completion time frame.
      • Where the work will be performed.
      • Rate of pay
    3. Statement of Work examples are available in Blink. 
  3. UCSD EVRD Conflict of Interest Worksheet (If Required)
    1. Completed by the proposed vendor.
    2. A final signature is required from the requesting Department Head.
    3. Employee-Vendor Relationship Disclosure categories;
      • A current University of California employee;
      • A former University of California employee;
      • An immediate family member of a current University of California employee; or
      • The company is owned in whole or in part by a current University of California employee.
  4. Additional Documentation
    1. Independent Contractor/Consultant’s cover letter and/or resume:
      • To be provided by the proposed vendor.
      • Quote or agreement

Step 2: 

Attach the required documents to the Requisition, provide a copy to the employee, and a copy to the department. 

  1. During checkout, in Attachments, click the + sign to add a comment.
  2. Enter the proper information:
    • In Type, select File
    • In Category, select Miscellaneous
    • In File Name or URL, enter the body of the text (e.g. Independent Contractor Packet Signed).
    • In the Title, enter a description of the comment (ICP - Supplier Name) .

Step 3: 

Procurement will review the requisition and respond accordingly.

Questions?


If you need any additional assistance, please submit a ticket here.