Purchasing and Business Services Manual (PUR)

Effective: 7/1/1996

Revised: 11/1/2009

PUR 307–04: Retaining Consultants and Independent Contractors

Purpose

To specify the process needed to retain consultants and independent contractors

Sources

Arizona Board of Regents Policy Manual - 3-803

University policy

Applicability

All uses of consultants and independent contractors

Background

Purchasing and Business Service personnel participated on a Total Quality Service Team to simplify the process of retaining consultants and independent contractors while still complying with the university procurement code established by the Board of Regents, Arizona conflict of interest laws, and the federal tax code.

Policy

Consultants and independent contractors will be retained through the procedures on the Purchasing and Business Services Web site.

Cross-References

For related information on bidding, see:

1. PUR 303–03, “Preparation of Specifications and Response Evaluation Criteria”
2. PUR 305–01, “Bidding Requirements for Procurements Costing Less than $35,000”
3. PUR 305–02, “Bidding Requirements for Procurements Costing at Least $35,000 but Less than $50,000”
4. PUR 306–01, “Bidding Requirements for Procurements Costing $50,000 or More”
5. PUR 306–02, “Waiver of Bidding Requirements for Procurements Costing $50,000 or More”
6. PUR 501–01, “Information to Vendors”
7. PUR 501–02, “Advertising for Bids”

   and

8. PUR 501–03, “Bid Security and Performance and Payment Bonds.”

For related information on sole source and emergency procurements, see:

1. PUR 303–02, “Sole Source Procurement/Justification”

   and

2. PUR 307–01, “Emergency Orders.”

For information on Special Procurements, see the PUR 400 series.

For information on the Consultant/Independent Contractor Determination Checklist, see the Staff Personnel Policies and Procedures Manual—SPP 210, “Consultants/Independent Contractors.”

For information on the Departmental Professional Services Order, see the Financial Services Policies and Procedures Manual—FIN 421–01, “Guest Lecturers, Consultants, and Other Independent Contractors.”

For information on the Independent Contractor Certification, see the Financial Services Policies and Procedures Manual—FIN 425–04, “Nonresident Alien Independent Contractors.”

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