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


  • 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