To comply with the laws, policies and procedures noted above, Campus Purchasing can only issue a Purchase Order (P.O.) and/or agreement to a consultant or contractor when the following documents are received in a complete package:
| Document | Purpose |
|---|---|
| Independent Contractor Pre-Hire Worksheet (PDF) | Determines the type of working relationship between the employer and the individual. |
| Independent Contractor/Consultant Form | Provides detailed scope of work, other quotes, CV or resume for key individual(s). |
| Detailed scope of work for competitive bid, competing proposals or Sole-Source Justification (if applicable) (PDF) | Instructions | FAQs | To meet key requirements regarding competition, price reasonableness and funding. |
| General Liability Insurance (PDF) | Proof of adequate insurance is required. A waiver may be requested under certain circumstances. |
| Conflict of Interest Form (PDF) | If applicable. Discloses a potential conflict of interest that must be reviewed. |
| After-the-Fact Justification Form (DOC) | Applicable if work takes place before authorized to determine if payment can be made. |
| Other Considerations | Purpose |
| Small Business Solicitation Form (DOC) | Use for all purchase orders greater than $100K issued under federal prime contract. |
| HIPAA Business Associate Agreement (BAA) | Specifies safeguards a contractor must observe for protected health information. |
| Nondisclosure Agreement | If contractor has access to personal or confidential information. |
| IRB or ARC Approval | Institutional Review Board or Animal Research Committee approval. |
| Foreign Income Statement for Non-U.S. Resident | For non-U.S. residents when working in their own country. |
| GLACIER Record | A secure, web-based nonresident alien tax-compliance system for immigrant and tax data. |
| Criminal Background Check | Information on criminal convictions, if any. |
| Payment Card Industry Data Security Standards | Security standards data for credit card processing. |
| Filming on Campus | For film companies and photographers interested in UCLA as a location. |
