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Departments may find it necessary to engage the services of an independent contractor when outside Professional Services are needed. The Tax Office has developed a DocuSign template for use by requesting departments when engaging the services of an individual.

Any department wishing to engage an individual as an independent contractor must first complete an Independent Contractor (IC) Form in DocuSign before an agreement is made or work is performed. The IC form is to be completed by the UA department requesting the services. Please ensure that you complete the IC Form in its entirety before submitting – incomplete or incorrect IC forms will delay the review process.

The Tax Office provides the following online resources to assist departments with completing the IC Form:

Independent Contractor Policy

IC Form Instructions

The IC Form must be completed and submitted to the UA Tax Office prior to an individual performing any services for which a fee payment is expected, including guest speakers.  (The IC Form is not required when paying “expense reimbursement only”.)  Upon receipt of a completed IC Form, the Tax Office will review the information provided, make a determination, and return the form to the department with the IC status noted as either approved or not approved.

If IC status is approved, the department should proceed in accordance with the Professional Services policy and guidelines.   If IC status is not approved, the department will need to follow Human Resource policies and procedures to pay the individual as an employee for services rendered.

NOTE:  If a department needs to revise an IC Form that has already been submitted, the department must submit a new IC Form to the Tax Office with an explanation for the change. IC forms cannot be edited once they have been submitted for review within DocuSign.

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