1. Independent Contractor Process New and Improved
Independent Contractor Process New and Improved!!! Brittani Brown Procurement & Contracts

2. Presentation Overview
What is an Independent Contractor?
What’s New?
Why?
Procedure
Schedule

3. What is an Independent Contractor?
An Independent Contractor is defined as an “individual operating a business as a sole proprietor”. An individual operating their business as a corporation does qualify as an Independent Contractor if they only have one employee, themselves. Note: A company employing more than the sole proprietor is not an Independent Contractor and this process cannot be used and a requisition requesting a Service Agreement is the proper contracting process.

4. What’s New? Current New Submission email/hand delivered
Current
New
Submission
/hand delivered
Enter requisition and attach partially executed agreement
Encumbrance
None!
Encumbers funds
Requesting Payment
Confirmation of Services/Request for Payment Form submitted by department
IC submits an invoice
Chart Field
Listed in Request for payment
Entered in CFS with requisition
Signatures
Authorized department signor signs agreement
Agreement signed by IC and Procurement

5. Why?
Procurement and Accounts Payable has processed 804 Independent Contractor Agreements in FY15/16.
Tracking
Visibility
Encumbrance
Consistency
Electronic
Ensures accurate payment

6. Procedure
Verify Independent Contractor (IC) eligibility rather than special consultant or employee
Complete IC Agreement and send to IC for signature
Request a 204 (if not already a supplier in CFS)
Enter a requisition
Enter IC and Department Point of Contact Information in header comments
Attach partially executed agreement and 204 if required
Submit requisition no later than 10 working days prior to services required.
Procurement & Contracts (P&C) executes agreement and turns Purchase Order (encumbers funds)
P&C s IC and Requestor a copy of the agreement and notifies the IC to submit an invoice in accordance with the agreement terms
IC submits an invoice
Accounts Payable will route invoice for approval and remit payment

7. Schedule
6/6-6/17: Review revised agreement and procedures (sent out via PCBO listserv)
6/17: Provide Feedback
6/24: P&C reviews feedback and implements necessary changes
6/3-7/1: Transition. Use new forms and procedures. Website updated.
7/1+: Provide feedback on new process.

8. Questions?