INDEPENDENT CONTRACTOR (IC) LBFDN

Independent Contractors are individuals who are subject to the control of or direction from the University only as it relates to the results of the work performed. The ICs’ work is typically specialized or technical in nature and requires knowledge, experience, or abilities that are not available through the normal hiring process. An Independent Contractor may not be a CSU employee (with exceptions). Services to be performed as an Independent Contractor must not displace the work of any bargaining unit employee or fall into one of the CSU Classification and Qualification standards. Payment for services is based upon completion of specific work, rather than time worked. 

Yes – A requisition is required for all independent contractor service hires.

If a requisition is required, the minimum time for generating a dispatched Purchase Order:

A minimum of 10 working days after the requisition arrives in the Procurement Review workflow step in CSUBuy.

All LBFDN independent contract requests must first be routed and approved through the Research Foundation Administrator (Bridgette Pruitt), once this form has been approved, the requestor will then submit an on-line requisition to process the PO if deemed necessary through the Research Foundation Administrator.

  • All Goods and Services purchases between $100,000 - $250,000 require a minimum of 3 competitive quotes. If obtaining quotes from a small business or disabled veteran businesses, then only 2 quotes are required from the same classification (for example, 2 small business quotes).
  • Anything under $100,000 is at the discretion of the Procurement Department as to whether additional quotes are required.
  • Purchases over $250,000 require a Request For Proposal (RFP). If obtaining quotes from small business or disabled veteran businesses, then only 2 quotes are required from the same classification (for example, 2 small business quotes).
  • Foundation “G” (Grants) Funds - All Goods and Services purchases between $10,000 - $99,999 require at least 2 informal quotes. Anything between $100,000 - $250,000 require 3 informal quotes. Purchases over $250,000 require a Request For Proposal (RFP).

All Independent Contractor hires:

 

Departments must complete CSUBuy’s Independent Contractor Request Form for all Independent Contractor hires.  Once the Independent Contractor requisition is approved by HR in the CSUBuy requisition workflow, the requisition will move to the Procurement Review workflow step.
Some individual hires may require a background check if the service involves minors, involves financial services, or involves some access to CSULB’s sensitive data.

By accepting a contract with the CSU, Contractors must certify they are neither nor its principals or its subcontractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in transactions by any federal department or agency (2 Code Federal Regulations[CFR] 180.220, in accordance with the Office of Management and Budget guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1986 Comp., p. 189) and 12689 (3 CFR Part 1989 Comp., p. 235).

For contracts using both, CSU and federally awarded funds, a debarment check must be completed prior to issuing any procurement contracts of goods or services that are $25,000.00 or greater.

Must be paid directly by the Research Foundation Accounts Payable office, no P Card and no employee reimbursement permitted.

  1. Permitted Payment Options: Based on category guidelines
    • PO – Allowed
    • PCard – Not Allowed
    • One Card – Not Allowed
    • Direct Pay – Not Allowed
    • Employee Reimbursement – Not Allowed
  2. Documents required for this type of payment:
    • Supplier Invoice submitted in CSUBuy or by emailing Accounts Payable (FND-invoices@csulb.edu).
    • Delegated approval (DOA) included on the submitted requisition.
  3. Electronic approval of the invoice will be collected through the CSUBuy voucher approval workflow.
  4. All Electronic Funds Transfer (EFT) payments or checks will be issued by the Accounts Payable department.

Suppliers that are not California residents who receive California-source income may be subject to tax. Non-US residents may not be eligible for payment of any type. Contact the University Tax Specialist (ap-tax@csulb.edu) for more information before proceeding with any engagements.

All LBFDN independent contract requests must first be routed and approved through the Research Foundation Administrator (Bridgette Pruitt), once this form has been approved, the requestor will then submit an on-line requisition to process the PO if deemed necessary through the Research Foundation Administrator. The Contractor never sees the PO, it is created by the Buyer only as a means to payment. 

Common GL Account(s) to Use

660835 – Lectures & Performances

613800 – Consulting Contract Services

Refer to your Division/College/Department for additional policies and procedures.