Consultants, Speakers and Other Independent Contractor Resources

Resources

Topic	Description	Resource
Introduction to Independent Contractors Self-Guided Training	This course provides information about policy and processes for working with Independent Contractors. The course is recommended to all employees responsible for working with and making payments to an Independent Contractor or anyone with questions about Independent Contractor processes.	Coming Soon! Introduction to Independent Contractors Self-Guided Training
Process Overview	This document provides an overview of all the forms, procedural steps and policies related to the Independent Contractor process.	Independent Contractor Classification – Process Overview
Job Aid	This job aid outlines the steps involved with making payment(s) toward a previously approved non-grant funded Independent Contractor agreement.	Submitting Payment Requisitions for Independent Contractors (Google Doc)
Visitor Payment Matrix	This handy matrix will help determine the different processes involved in paying an Independent Contractor Fee Plus Travel, Speaker/Artist Travel Only, Employee or International Visitor. Note that this does not apply to current employees but is based on an IRS Classification that results in a visitor being classified as an employee.	Visitor Payment Matrix

Form Link	Description
IRS Classification Request	Complete and submit this form to receive a determination if the vendor/supplier should be classified as a University employee or an independent contractor.
PaymentWorks Supplier Invitation	Vendor onboarding tool. PaymentWorks Video
Contract for Services	Use this form when contracting with consultants, contractors, special services, etc.
Local Engagement Agreement	Use this form when contracting with speakers, artists and performers, where the event is advertised, or merchandise is being sold.