If you are engaging an individual (not a company) to provide services to Penn, follow this guide. 

This applies to

• Individuals
• Sole proprietors
• Single-member LLCs

It does not apply to corporations or multi-member LLCs.

Requests should be submitted four weeks before an engagement begins.

Before Anything Else

You must receive worker classification approval from Procurement Contracting before:

• Any contract is signed
• Any services begin

Step 1: Check If They're Already in the System

Go to Penn Marketplace and search for the individual. 

Determine whether they are:

• A new supplier, or
• An existing active supplier

Step 2: Determine the Type of Engagement

• ISP-PO (Purchase Order required)
• ISP-LE (Limited Engagement – no Purchase Order required)

If you're unsure, complete the ISP Worker Classification Decision Tree to determine the type of engagement.

What To Do Next

Your next steps depend on two things:

• Is it ISP-PO or ISP-LE?
• Is the supplier new or existing?

If It's ISP-PO (Purchase Order Required)

If the Supplier is NEW

1. Request the supplier complete the Information Request Form and return it to the departmental representative.
2. Submit a New Supplier Request (NSR) in Penn Marketplace.
3. Wait for Procurement approval.
4. The individual will receive instructions to register.
5. Once approved and activated:
   1. Ask the supplier to sign an Independent Contractor Agreement.
   2. Email the signed contract to dof-isp@finance.upenn.edu for countersignature.
6. Send an email to gse-po@gse.upenn.edu to request a Purchase Order from the Business Office and attach the fully executed contract.
7. When the Purchase Order is issued, then services may begin.
8. After services are completed, the supplier must:
   1. Email accounts payable to request payment.
   2. Attach an invoice (in PDF format) that includes the purchase order number as a reference.

Note*: If the PO is over $10,000, Procurement will review again before final approval.

If the Supplier is EXISTING

1. Ask the supplier to sign an Independent Contractor Agreement.
2. Email the signed contract to dof-isp@finance.upenn.edu.
3. Send an email to gse-po@gse.upenn.edu to request a Purchase Order from the Business Office and attach the fully executed contract.
4. Once the PO is issued, then services may begin.
5. After services are completed, the supplier must:
   1. Email accounts payable to request payment.
   2. Attach an invoice (in PDF format) that includes the purchase order number as a reference.

Note*: All ISP-PO engagements require a contract.

If It’s ISP-LE (Limited Engagement)

If the Supplier is NEW

1. Request the supplier complete the Information Request Form and appropriate Limited Engagement Agreement (LEA) and return to the departmental representative.
    
   1. LEA - U.S. Persons
   2. LEA - Services within the U.S., Non-Resident Alien
   3. LEA- Services outside of the U.S.
2. Submit a new ticket with the LEA attached through Ben Helps.
3. When the LEA has been approved, submit a New Supplier Request through the Penn Marketplace and attach the approved LEA as documentation.
4. Wait for supplier registration and approval.
5. Once supplier registration is approved:
   1. Send the supplier the countersigned LEA.
   2. Services may begin.
6. After services are completed:
   1. Request an invoice from the supplier.
   2. Forward the invoice and signed LEA to gse-pay@gse.upenn.edu and request a non-PO Payment to be issued.

If the Supplier is EXISTING

Quick Reference Summary