Independent Contractor (Ic) Checklist

ADVERTISEMENT

 
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.  

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Business
Go
Page of 10