CALIFORNIA STATE UNIVERSITY SAN MARCOS
PROCUREMENT SERVICES & HUMAN RESOURCES

SPECIAL CONSULTANT CLASSIFICATION INDEPENDENT CONTRACTOR / GUEST LECTURER
CRITERIA CRITERIA
  • No other appropriate classification in CSU system
  • University does not exercise control over details of the work (methods, hours worked, etc.)
  • Work is usually specialized and of a temporary nature
  • is engaged in an independent trade, business or profession in which the services are offered to the general public
  • University exercises control over details of the work (methods, hours worked, etc.)
  • supplies tools, personal liability insurance, etc. are not furnished by the University

REQUIRED PAPERWORK FOR APPOINTMENT

  • normally paid for result rather than hours worked

DEPARTMENT/ CONSULTANT:


  • the services contracted are not available within the CSU, cannot be performed by CSU employees or are of such a specialized or technical nature that the knowledge, experience or ability are not available through normal staffing.
  • SPECIAL CONSULTANT AGREEMENT FORM

REQUIRED PAPERWORK FOR CONTRACT
CONSULTANT DEPARTMENT:
  • employee action request form
  • Independent Contractor/ Guest Lecturer requisition form
  • personnel information sheet
  • Certificate of Insurance form from individual's insurance company
  • Immigration form (I-9)

REQUIRED PAPERWORK FOR PAYMENT

CONSULTANT (if current non-exempt CSU employee performing consultant work during regular work hours

  • invoice upon completion of service/ work
  • absence  worked form or memo from supervisor re work schedule adjustment
  • vendor data record form (STD 204)

REQUIRED PAPERWORK FOR PAYMENT

  • drug-free workplace certification form (STD 21)
  • special consultant time card

REQUIRED SIGNATURES

REQUIRED SIGNATURES

INDEPENDENT CONTRACTOR/ GUEST LECTURER REQUISITION FORM:

SPECIAL CONSULTANT AGREEMENT:

  • departmental individual authorized to approve expenditure

  • department/ college head
  • Procurement Services
  • HREO

STANDARD AGREEMENT FORM (STD 204)

  • consultant
  • Independent Contractor/ Guest Lecturer

SPECIAL CONSULTANT TIME CARD

  • ORIGINAL (Procurement Services)

  • appropriate departmental authority

INVOICE (if not on printed invoice letterhead)

  • consultant
  • Independent Contractor/ Guest Lecturer
If questions contact your Human Resources & Equal Opportunity representative, ext. 4416 If questions contact Procurement Services, ext. 4443