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  • Acquiring Personal Services

How to Acquire Personal Services

Last updated November 3, 2009 10:36:39 AM PST
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Personal services are infrequent, technical, or unique functions performed by individuals. UCSD cancontrol only the end result of these services, but not the way the individuals perform them.

Before you start the steps below, review Independent Contractor/ Consultant Overview and Independent Contractor/ Consultant Guidelines.

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1. Complete the IRS-required form.

  • Download and complete the Independent Contractor Pre-hire Information Form (PDF) (Word file).

2. Depending on the results of the form, take one of these steps:

  • If the form indicates a contractor relationship, go to step 3.
  • If the form indicates an employee relationship, see How to Hire Staff.
  • If the form indicates an employee-vendor relationship, see Employee-Vendor Relationships.

3. Complete a High Value Purchase Requisition, regardless of the total cost of the service.

  • If you have a Single Sign-On account and authorization to access FinancialLink, complete your High Value Purchase Requisition.
    • See High Value Purchase Requisition for Personal Services for detailed information on completing your requisition.

Note: If another person in your area is responsible for preparing your requisition, provide that individual with the necessary information.

4. Submit documentation to Procurement & Contracts.

  • Include the following forms:
    • Independent Contractor Pre-hire Information Form (PDF) (Word file) (required).
    • Employee-Vendor Relationship Disclosure Form (PDF) (Word file) (required only if your proposed vendor is an employee; see Employee-Vendor Relationships).
  • Write the requisition number on all pages of documentation.
  • Send documentation to Patrick Little, Mail Code 0914, or fax to (858) 534-5803.

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If you have questions, contact Patrick Little, (858) 534-4439.

Buy & Pay

Independent Contractors/ Consultants

  • Overview
  • Guidelines
  • Restrictions
  • Pre-hire Information
  • Sole Source Justification
  • Statement of Work Guidelines
  • Acquiring Personal Services
    • High Value Purchase Requisition
  • Acquiring Professional Services

Departments


Procurement & Contracts

See Also


Independent Contractor Pre-hire Information Form (PDF)

Independent Contractor Pre-hire Information Form (Word file)

High Value Purchase Requisition for Personal Services

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