咨询协议

一般的用法说明

Procedures for Engaging Consultants

咨询 is defined as professional services undertaken for personal compensation beyond the  payment of a nominal honorarium and/or reimbursement for 费用. 所有的顾问 (internal or external) must be engaged by the University through the University’s 标准 咨询协议 后 Request for Approval to Engage Consultant 已被批准. This policy is not designed to limit internally administered short-term teaching/speaking engagements by USA faculty of one or two days, for which reassignment from normal duties is not feasible. Neither is this policy applicable to the use of firms or individuals as licensed engineers and/or architects.

Consultants shall be selected using the following criteria:

1. The requested services are essential and cannot be provided by persons receiving salary or otherwise compensated for their services by the 十大彩票网投平台.

2. A selection process has been employed to secure the most qualified person available. Attach documentation to the Request for Approval to Engage Consultant.

3. The 指控 are appropriate considering the qualifications of the consultant, consultant’s normal 指控, and the nature of the services rendered.

4. If the consultant is a USA employee, consultation is across departmental lines and is in addition to regular duties and/or it involves a separate or remote operation and is in addition to the employee’s regular department workload.

5. No person of the administrative rank of Department Chairman, or above, may receive consultant fees from an on-campus activity without prior approval of the Provost and Senior Vice 总统 for Academic Affairs or the Vice 总统 for their respective 部门.

All consultant payments to USA employees will be paid through the payroll system and be subject to deductions for all normal fringe benefit contributions payable by the employee, and the applicable account will be charged the employer’s share of such 指控.

Request For Approval to Engage Consultant

The Department will initiate the appointment prior to making any commitment to the prospective consultant by forwarding a Request for Approval to Engage Consultant and the Authorization to Provide Services (see forms attached), to the Provost and Senior Vice 总统 for Academic Affairs or the Vice 总统 for the respective 部门, and the Office of Grants and Contracts 会计, AD 362 if the payment source account 是分类账户吗. Grants and Contracts 会计 will determine the allowability of the consultation and 指控 against the designated grant or contract. 如果有必要, approval by the Sponsor will be requested.

咨询协议

When the approved Request for Approval to Engage Consultant form is returned to the Department, a 咨询协议 will be prepared by the requesting department. Three (3) copies must be signed by the Consultant: one (1) for his/her file and two (2)为大学服务. This Agreement will be executed originally for the limited period specified by the Department or for the duration of the current grant or contract, 取较小者. It may be subsequently amended to include additional services by agreement between the two parties. Executed copies of the agreement, and any amendments thereto, will be forwarded to the Department and the Consultant by the Vice 总统’s office and will serve as a basis for processing 指控. The Consultant may not begin work prior to the receipt of an officially signed contract.

It is the responsibility of the benefiting department to ensure that the daily rate paid is reasonable and, if funded by a sponsoring Federal agency (either directly or as flow-through from another sponsor) does not exceed the maximum approved rate 那个联邦机构. The Office of Grants and Contracts 会计 will monitor the payment process to further ensure that proper rates are used when Federal funds 是来源. 

When completing the agreement, the initiating department should make certain all requested information is provided as outlined below:

1. Indicate date agreement is signed by the University.

2. The overall and specific objectives should be clearly stated in the spaces provided. If additional space is needed, a continuation sheet may be attached and referenced.

3. The projected beginning and ending dates of the consultation should be indicated.

4. The anticipated number of consulting days times the daily rate of pay should equal the subtotal amount for actual consulting before considering other 费用 for which the Consultant may be reimbursed.

5. Reimbursable expense should include all costs other than the Consultant fee. (请 note that, if the University purchases and pays for the airfare associated with the consulting effort, the University’s travel procedures apply to the air travel related 费用. Of course, the airline ticket would not be included in the reimbursable 费用金额.)
   
   

支付给顾问的款项

To obtain payment, the Consultant will submit aft a detailed invoice specifying dates on which service was performed, which must be approved by the Department. 顾问的 original signed claim for payment and/or reimbursement should follow the normal purchasing procedures required by the respective colleges, and the Office of Grants and Contracts 会计. All invoices also shall be signed by the Vice 总统 of the respective 部门.

W-9 or Copy of Social Security Card

If the consultant is not already in the Banner system, a completed W-9 form or a copy of the social security card must be submitted before payment can be processed. ( department will probably find that the most convenient time to obtain this documentation is when they are working with the consultant to develop the consulting agreement.)