Scope of Work Request Form

Use to request procurement involving an independent contractor who does business under their Social Security Number (not an Employer Identification Number). All agreements with independent contractors must be approved by CU Employee Services. This form is routed to mary.hardwick@colorado.edu for budget check and then forwarded to lisa.forman@colorado.edu for processing.

Please complete and submit this form well ahead of the start date for your requested scope of work agreement. It can take upwards of 15 business days to obtain the required approvals and signatures on a scope of work agreement, and it can take upwards of another 15 business days to complete the set-up process for payment to independent contractors.

Members of the Employee Services Scope of Work (SOW) Team are the only individuals authorized to provide human resources approval on SOW forms. It's necessary that a member of this team review and approve SOW forms to ensure that the person you're entering into an agreement with isn't a current CU employee and is properly classified as an independent contractor.

If your scope of work agreement pertains to IT goods or services, you may also need to complete the ICT Review Process. This review process pertains to IT security and accessibility and can take up to 40 business days to complete, so please plan accordingly.

For more information on CU policy and procedure pertaining to scope of work agreements, see the following URL's.

Hire An Independent Contractor (Scope of Work) | University of Colorado (cu.edu)

Scope of Work (SOW) Form (Completion is Initiated by Lisa Forman)

Purchase Order Terms and Conditions | University of Colorado (cu.edu)

PSC Buying Goods and Services for the University

Sole Source Procurements | University of Colorado

Price Cost Analysis | University of Colorado (cu.edu)

Conflict of Interest (COI) Form | University of Colorado (cu.edu)

Indicates required field

Requestor Name

(first and last name)

Requestor Campus Email

(colorado.edu email address)

Requestor Phone Number

MENV Specialization/Capstone Lead

(if not associated with MENV, select "Not Applicable")

Independent Contractor Name

(first and last name)

Independent Contractor Email

Independent Contractor Phone Number

Description of Services and Independent Contractor's Qualifications

(describe in full detail the services to be requested as well as the service provider's qualifications to complete this service; include deliverables, milestones, and special terms)

Will work be performed on campus?

Will University equipment or supplies be used?

Will the service be performed inside the U.S.?

Will the independent contractor be working with minors/vulnerable populations?

Total Cost of Service

(Total cost of service between the scope of work agreement begin and end dates)

Speedtype Instructions

(Speedtypes and Splits by $ or %)

Scope of Work Begin Date

Scope of Work End Date

Quote

(Quote provided by independent contractor)
One file only.
2 MB limit.
Allowed types: gif, jpg, jpeg, png, psd, pdf, doc, docx.

Total Anticipated Number of Invoices

Anticipated Invoice Frequency

Conflict of Interest (COI) Form

(Complete and attach a COI form if a conflict of interest is known or suspected)
One file only.
2 MB limit.
Allowed types: gif, jpg, jpeg, png, psd, pdf, doc, docx.

Supplemental Information

(please provide any additional information you believe might be needed to process this request)

Employee Services will use your answers to the following questions to determine if the service provider should be classified as an independent contractor or employee. Please note that if the preponderance of your answers to these questions denote an employee-employer relationship, Employee Services will inform you of this during the review process.

Acknowledged

Will the department give the individual instructions as to when, where, and how to achieve results?

Will the individual have to follow University scheduled hours of work?

Will the individual receive specific training from the University about how to accomplish the service?

Will the individual furnish tools and materials necessary to perform the contracted services?

Can the individual hire, supervise or pay assistants to help perform the services?

Is the service provider subject to dismissal for reasons other than non-performance of contract?

Is it a condition of the agreement that the individual personally provide service to the University?

Will the individual be submitting regular oral and/or written reports to the University, other than status updates?

Has the individual invested in the individual's business venture such as training, marketing, insurance, office or equipment to perform the proposed services?

Will the University pay the individual’s business or travel expenses in addition to the rate or fee?

Does the individual make his or her services available to the general public?

Will the University pay the individual by the hour, week, or month rather than by the job?

Will the individual bear the risk of making a profit or losing money depending on income and expenses?

Will individual perform services that are integrated into the core business operations of the university department?

Will the individual receive any CU employee benefits?

Will the Service provider work at sporadic intervals not to exceed 12 months under specific job completion date?

Can the individual terminate his or her relationship at any time without incurring any personal liability?

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Scope of Work Request Form