UCR

UCR Policies and Procedures

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For a hard copy pdf of this document, contact Compliance at 2-8246.

   Policy Title:         Independent Consultant Agreements

  Policy Number:   750-27

Responsible Officer:

Associate Vice Chancellor of Business & Financial Services and Controller

Responsible Office:

Business and Financial Services – Procurement Services

Origination Date:

02/04/2010

Date of Revision:

07/05/2017

Date of Last Review:

06/30/2017

Scope:

Guidance on Independent Consultant Agreements

 

I.    Overview

 

The University of California, with regard to the procuring the services of independent consultants, is guided by the following system-wide policies:

  • BFB-BUS-34; Securing the Services of an Independent Consultant

   The Director of Procurement, responsible administrative official, has been delegated the responsibility for overall administration of independent consultant procedures and agreements.

Note:  The IRS has identified classification factors based on common law standards that can be used to determine whether the University has the right to direct and control the detail and means of a worker’s duties. Please review the Independent Contractor Pre-Hire Worksheet located in the Forms section of the Procurement webpage.

 

II.      II.  Contact

        For questions regarding this policy or procedure, contact the Director of Procurement Services.

III.  References

  • BFB-BUS-34; Securing the Services of an Independent Consultant
  • BFB-BUS-77; Independent Contactor Guidelines

  • BFB-BUS-43; Materiel Management (Section II, Part 5; Employee-Vendor Relationships)
  • BFB-BUS-63; Insurance Requirements and Certificates of Insurance

  • BFB-G-39; Conflict of Interest Policy and Compendium of Specialized University Policies, Guidelines, and Regulations Related to Conflict of Interest

IV.        Forms

 V.       Revision History

    

     The policy and associated procedures are reviewed, at a minimum every two years, by the Associate Vice Chancellor of Business & Financial Services and Controller or designee. The Office of Compliance updates this policy and associated procedures to reflect changes to related policies or governing standards, regulations, laws, and other such guidance as often as required.