General guidelines and information

UC (UCOP) Business and Finance Bulletin BUS 77, Independent Contractor Guidelines, provides general guidance and includes three interactive forms that are appendices to BUS-77.

Appendix 1 -- Independent Consultant Agreement (Required Form)
Appendix 2 -- Amendment to Independent Consultant Agreement (Sample Form)
Appendix 3 -- Independent Contractor Pre-Hire Worksheet and IRS Classification Factors

Information from the UCB Purchasing and Business Contracts (P&BC) department on the proper way to set up an agreement for an independent consultant is available here.

The individuals on the Science and Technology team of P&BC may be contacted directly for additional information or assistance. Contracting for temporary programming services is normally handled by Sharon Schilling, at sschill@uclink4.berkeley.edu or 643-7205.

Y2K-specific information

A consulting agreement form with a discussion of Y2K issues is available here

The department should all consider, when negotiating an agreement:

• Has the programmer you're planning to hire identified related areas that impact the Y2K project, such as the need for hardware upgrades?
  
• Are there tasks identified that the department must take care of rather than the programmer, such as user documentation or user training, because the programmer does not have the resources and skills, or the time?
  
• Has the programmer identified operational procedures that must also change with the technical solution, if anything is being done other than minimal Y2K modifications ? Operational changes usually require lead time, funding, and training - can the department do or fund this in the time available?
  
• Is it clear on which equipment (the department's? the programmer's?) the program modifications and - in particular - testing will occur?

Return to Possible Outside Sources of Y2K Programming Expertise