Independent Contractors

Independent Contractor Defined: An individual or entity that performs a specific service for the UC based on a set price, pursuant to a scope of work and deliverables set by the UC.

Consult with Lynn Tran for any services over $100,000 as they may require competition by law.

Examples of Independent Contractor services:

• Secretarial, drafting, technical editing, and technical appraisals
• Medicine and medical arts, architectural and engineering services
• Printing services, translation, and web design

How to hire an Independent Contractor:

1. Use the following form in BearBuy: “Independent Contractor and Consultant Services”.
2. The unit should attach the following required PO Documents to the Form as directed in BearBuy:
   Required documents from the Department:
   • Proof of Price Reasonableness and Source Justification
   • Pre-Hire Worksheet for individuals
   • Statement of Work (outlines the relationship of the scope of the work, deliverables, time period, and fees to build a guide for establishing a breakdown of fees and a payment schedule)
   • An approval and a chart string

   Required documents from the Supplier:

   • UC Substitute W9 form (New Suppliers/Individual Supplier wishing to do business with UC Berkeley must complete this form.)
   • Insurance
   • Conflict of Interest
   • Supplier’s proposal
3. Other Considerations:
   • Services Performed on UC Property: Determine the amount of services that will be performed by the Supplier on campus.
   • See Special Considerations for additional potential issues.

For more information, see Finance Bulletin: BFS-BUS-77 Independent Contractor Guidelines and BFS-BUS-43 Materiel Management.