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Independent Contractor/ Consultant Overview

Learn about hiring workers who provide consulting, professional, and personal services.

The steps below are required to comply with BFB-BUS-43 Purchases of Goods and Services; Supply Chain Management and Independent Contractor Guidelines for Federal Tax Purposes; and the laws behind them.

  1. Start with a Statement of Work (SOW).

Cleary describe the specific deliverables, tasks, and milestones required that will make the project a success.

  1. Based on the SOW, complete the Independent Contractor Pre-Hire Worksheet to determine the nature of the relationship with the proposed service provider.

Employer-Employee

A relationship in which the University has the legal right to direct and control not only the results of the service, but also the manner of performance.

An employee is an individual who performs a service for the university and is working under the direction and control of the university. The university has the right to control the results as well as the means and methods of the worker

Independent Contractor

A relationship in which the University has the right to control only the results of the service, not the manner of performance.
 
Independent contractors are engaged by the university to perform specific functions or tasks (deliverables). They provide atypical, infrequent, and nonrecurring services at their own discretion with regard to means and methods.

Consultant

A relationship in which the University does not control either the results of the service or the manner of performance.
Consultants provide management advice or recommendations, typically in the form of a report, whether written or verbal. 
  1. Correctly classify the relationship between the University and the service provider.

If the relationship is indicative of an Employer-Employee, work with Human Resources.

If the relationship is indicative of Independent Contractor or Consultant, go to step 4 below.

  1. Enter an iRequest: Services and Associated Goods. Attach all relevant documents:
  2. Procurement will review the requisition and respond accordingly.