Independent
C ontractor
( IC)
C hecklist
Requester
N ame:
Department:
Extension
n umber:
Independent
C ontractor
N ame:
The
f ollowing
f orms
a re
i ncluded
i n
t he
I ndependent
C ontractor
P acket:
Forms
Checklist
Procurement
N otes
-‐
Independent
C ontractor
B udget
A uthorization
F orm
-‐
Independent
C ontractor
A greement
-‐
Payee
D ata
F orm
( CSUSM
2 04)
–
i f
n ot
o n
f ile
-‐
Independent
C ontractor
D irect
D eposit
F orm
-‐
Independent
C ontractor
C onfirmation
o f
S ervices
Performed
( use
a fter
s ervices
a re
p rovided)
Guidelines:
An
Independent
Contractor
is
defined
by
the
following
characteristics:
An
IRS
Form
1099
will
be
issued
for
tax
purposes
not
a
W-‐2
when
the
cumulative
total
amount
paid
•
for
services
provided
reaches
$600.00
in
a
c alendar
year.
An
Independent
Contractor
is
not
eligible
for
university
benefits
programs
nor
for
direct
deposit
of
their
•
remittance,
nor
for
representation
by
a
collective
bargaining
unit.
An
Independent
Contractor
is
needed
by
the
Corporation
for
a
specific
task
requiring
expertise
that
is
•
not
a vailable
within
the
Corporation
or
the
university,
cannot
be
performed
by
corporation
personnel,
is
not
regularly
part
of
the
C orporation
b usiness,
or
is
of
such
a
specialized
or
technical
nature
that
the
knowledge,
experience
and/or
ability
is
not
a vailable
through
the
normal
staffing
process.
The
Independent
Contractor
is
engaged
in
a
distinct
o ccupation,
profession,
or
independent
trade
in
which
these
same
services
are
offered
to
the
general
public.
The
working
area,
supplies,
support
personnel,
and/or
equipment
are
generally
not
furnished.
•
Payment
is
based
upon
completion
of
specific
work
rather
than
the
amount
of
time
worked;
usually
•
contracted
f or
over
a
relatively
short
period.
CSU
faculty,
staff,
and
administrators
are
eligible
for
Independent
Contractor
fees
w ith
t he
C orporation.
•
T h e
C S U
e m p l o y e e
w i l l
r e c e i v e
a
s e p a r a t e
1 0 9 9
f r o m
t h e
C o r p o r a t i o n .
Procedure
Five
( 5)
w orking
d ays
p rior
t o
I C
p roviding
S ervices:
1.
Complete
t he
I C
p acket
w ith
a ll
r equired
s ignatures.
2.
Submit
a
c opy
o f
t he
s igned
I C
B udget
A uthorization
F orm
t o
y our
U CORP
d epartment
b udget
a nalyst.
3.
Your
d epartment
b udget
a nalyst
w ill
s et
u p
f unds
a ccordingly.
4.
Submit
t he
c ompleted
I C
p acket
( IC
a greement,
P ayee
D ata
F orm,
I C
D irect
D eposit
F orm,
I C
B udget
Authorization
F orm)
t o
C SUSM
P rocurement
f or
r eview.
5.
CSUSM
P rocurement
w ill
p rocess
t he
p acket
u nless
i nformation
i s
m issing.
I f
a ny
i nformation
i s
m issing,
the
f orms
w ill
b e
s ent
b ack
t o
t he
r equester.
After
S ervices
a re
p rovided:
1.
Complete
t he
I C
c onfirmation
o f
s ervices
p erformed
f orm
b y
o btaining
s ignatures
f rom
t he
d epartment
fiscal
a uthority
m anager
a nd
r equester.
2.
Submit
a
c opy
o f
t he
s igned
I C
c onfirmation
o f
s ervices
f orm
t o
y our
U CORP
d epartment
b udget
a nalyst.
3.
Submit
t he
o riginal
I C
c onfirmation
o f
s ervices
t o
C SUSM
A ccounts
P ayable.
4.
CSUSM
A P
w ill
p rocess
a
c heck
o r
d irect
d eposit
w ithin
1 0
b usiness
d ays
o f
r eceipt
o f
t he
I C
c onfirmation
of
s ervices.