Independent Contractor Pre-Hire Information Form Page 2
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2IRS CLASSIFICATION FACTOR TABLE
Employee
Contractor
Behavioral Control: Right to direct and control details and means by which contractor performs services.
Will the University have the right to give the worker instructions about
when, where, and how he or she is to do the job? (Employees are subject
Instructions
Yes
No
to this type of instruction, but generally independent contractors are not.)
Will the worker receive training from the University? (Employees generally
Training
receives training from their employer, independent contractors typically
Yes
No
determine their own work methods.)
Financial Control: Right to direct and control economic aspects of the worker’s activities.
Has the worker invested in facilities (such as an office or equipment) to
perform proposed services? (Employees generally do not personally own
Significant
No
Yes
Investment
or rent an office, shop or equipment.)
Will the University pay the worker’s business or travel expenses?
Payment of
(Employers pay all expenses for an employee, whereas independent
Yes
No
contractors often absorb these expenses and are not paid directly for
Expenses
them.)
Does the worker make his or her services available to other employers?
That is, can someone beside the University hire the worker to perform this
Services
type of service? (If the worker does this work for the University 40 hours a
No
Yes
Available
week it isn’t likely she can provide similar services for other entities.)
Incremental
Will the University pay the worker by the hour, week or month (rather than
Yes
No
Payment
a commission or by the job)?
Will the worker bear the risk of making a profit or loosing money under this
arrangement? (Employees are paid a salary whether or not the company is
Risk of Profit or
profitable. Independent contractors may suffer a loss or make a profit
No
Yes
Loss
depending on the expenses incurred.)
Relationship of Parties: Intent of parties concerning status and control of worker.
Regular
Is the work to be performed part of the regular business of the University,
Business
such as teaching or research? (In most cases, such duties would be
Yes
No
Activity
performed by an employee.)
PART 5 – To be completed by Unit or Department submitting the purchase requisition.
DEPARTMENT AUTHORIZATION
Above information is verified and approved by:
Approved for the following reasons:
Signature: Name:
__________________________________ Title:
___________________ Date:
Disapproved for the following reasons:
PART 6 – To be completed by the Purchasing Department only.
PURCHASING DETERMINATION
Determination by Purchasing Manager or Designee
Approved for the following reasons:
Signature: Name:
__________________________________ Title:
___________________ Date:
Disapproved for the following reasons:
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