1. Presented By Procurement & Contract Services February 6, 2019
Future Changes Independent Contractor (IC) vs Employee Determination Process
Presented By Procurement & Contract Services
February 6, 2019

2. Purpose The purpose of this presentation is to provide an
overview of the “current” Independent Contractor vs
Employee Determination process and introduce the future changes to the process.

3. IC vs Worker Determination Process
CSU Policy
Integrated CSU Administrative Manual
Section 5412 – 1000
Defined – Consulting Agreements
An agreement with an independent contractor to have work performed that is advisory in nature, provides a recommended course of action or personal expertise, and results in an end product that is basically a transmittal of information, either written or verbal.

4. IC vs Employee Determination Process
The IC vs Employee Determination process is tied to University requirements that involve the purchase of services provided by individuals and or companies, examples include but are not limited to:
Consulting Services (individual or firm)
Independent Contractors
Services performed by individuals

5. The “Current” Process
IC vs Worker Determination form “current” location:
Requisition is assigned to Buyer for processing.
Buyer forwards IC vs Employee Determination to HR.
HR reviews the form and any additional support documentation provided by the department.
HR will also verify individual is not a CSU employee.

6. The “Current” Process Continued
If approved, HR will send notification to the Buyer.
If approved, the Buyer will move forward with the acquisition.
If disapproved, HR will notify the department of record and the Buyer.

7. Changes to Process
Procurement and HR have begun the discussion of transitioning campus procedures.
After the transition, departments will forward IC vs Employee documentation directly to HR first.
HR will vet IC vs Employee documentation and provide approval/disapproval to department.
Department will enter a requisition and upload HR “approved” IC vs Employee documentation.
Requisition will be assigned to a Buyer and processed accordingly.  
No timeline has been established for this change in process. Departments will be notified as soon as the process change is complete.

8. Questions
If you have any additional question please contact Procurement and Contract Services.
Michelle Bianco, Buyer II,