ASU PERA Eligible Requisition Process for Independent Contractors

ASU | PERA Eligible Supplier Process

Adams State University is required to pay an employer contribution to the Colorado Public Employees’

Retirement Association (PERA) when a retired Colorado PERA retiree is hired to perform work for ASU as an independent

contractor.

Supplier Prerequisites:

• This complete process must be followed for the use of any Independent Contractor that declares they are

   Colorado PERA retired. Contractor’s indicate if they are CO PERA retired when they complete the PERA Retiree

   Questionnaire Form PERA Retiree Questionnaire for Personal Service Contracts (PDF)

Create Requisition:

To facilitate this process, this Requisition will require at least two service lines – one using SC067 - Professional &

Contracted Fees for the services provided and another using SC037 - PERA Fund Payments – IC for the contribution

amount the Supplier is due.

1. Navigate to the Create Requisition task.

2. Select “Personal Services or Official Function ” as the appropriate Requisition Type.

3. Enter worktag information, as applicable.

4. Click OK.

5. Select the “Request Non-Catalog Items” option.

For Requisition Line 1:

6. Select the “Request Service” Non-Catalog Request Type.

7. Enter the Description of the professional & contracted services being provided.

8. Select “SC067 - Professional & Contracted Fees” as the Spend Category.

9. Select the Supplier created as part of the prerequisite process.

10. Enter the Start and End Dates.

11. Enter the Extended Amount.

12. Populate the Memo by copying and pasting the Description entered in step 7.

13. Click the “Add to Cart” button.

For Requisition Line 2:

14. Select the “Request Service” Non-Catalog Request Type.

15. Enter “PERA Employer Contribution” as the Description.

16. Select “SC037 - PERA Fund Payments – IC” as the Spend Category.

17. Select the Supplier created as part of the prerequisite process (Same as above for Line 1).

18. Enter the Start and End Dates (Same as above for Line 1).

19. Enter the Extended Amount (use PERA Table to calculate contribution amount owed)

20. Enter “PERA Employer Contribution” as the Memo

21. Click the “Add to Cart” button.

To Checkout:

22. Click the Shopping Cart icon in the top right-hand corner of the screen.

23. Click the Checkout button.

24. Submit the Requisition for approvals.

Be sure to note the Requsition Number so you can later find the associated Purchase Order for receipting.

Create Receipt:

To facilitate payment processing, the service lines created as part of the requisitioning process must be receipted

separately.

Receipting for SC067 - Professional & Contracted Fees:

1. Navigate to the Create Receipt task.

2. Enter or Select the Purchase Order associated with the Requisition previously created.

3. Click OK.

4. Select the PERA Employer Contribution (SC037 - PERA Fund Payments – IC) service line.

5. Use the trash can icon in the top right-hand corner of the line to remove it from the Receipt.

6. On the SC067 - Professional & Contracted Fees line, Enter the Amount to Receive or select the Fully Receive

option (if applicable) for services received.

7. Add an attachment. – include a copy of the itemized invoice.

8. Submit the Receipt for routing to the Accounts Payable Data Entry Specialist for Supplier Invoice processing.

Receipting for SC037 - PERA Fund Payments – IC:

1. Navigate to the Create Receipt task.

2. Enter or Select the Purchase Order associated with the Requisition previously created.

3. Click OK.

4. (Conditional) If the Receipt includes a row for the SC067 - Professional & Contracted Fees line, select it and use

the trash can icon in the top right-hand corner of the line to remove it from the Receipt.

5. Select the PERA Employer Contribution (SC037 - PERA Fund Payments – IC) service line.

6. Enter the Amount to Receive or select the Fully Receive option (if applicable) for contribution amount to be paid.

7. Add an attachment. – include a copy of the completed & signed PERA Questionnaire form

8. Submit the Receipt for routing to the Accounts Payable Data Entry Specialist for Supplier Invoice processing.

Note: The Accounts Payable Data Entry Specialist will update the Supplier for the resulting SC037 - PERA Fund Payments

– IC invoice to be Colorado PERA.

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Functional Office Contact for this Page

Kristin Young-Jaramillo

719-587-7526

kristinyoung@adams.edu