Working with a Consultant/Contractor

Engaging a Consultant

• PI/Project Staff Responsibilities
  • Select Consultant and document process in accordance with University procurement policies.*
  • Submit the Consulting Agreement with attachments outlining:
    • the service to be provided;
    • the number of days of service involved (per year, if applicable),
    • the daily rate of compensation, and
    • whether travel will be separately itemized.
  • Setup Consultant Commitment and process appropriate invoices
• OSP Responsibilities
  • Review submitted documentation
  • Assure that the Consulting Agreement is complete and fully executed
• Required Documents
  • Employee or non-employee decision process and worksheet
  • Consultant Agreement 
  • Third Party Engagement Form

Contractor/Vendor

• Managed by Department Staff
  • OSP does not have a role in this form of collaboration however, OSA will pre-audit expenditures on sponsored projects
• Must follow University Procurement Policies
• Work with the Purchasing Department
• Purchasing Policies can be found at this link: Purchasing Policies