Procedures for Routing an Independent Contractor Request

A contract/PSA should be approved by all signatory authorities before work commences.

• Step 1: The originating department will obtain all the applicable required documents (W-9, Determination form, PSA/Contract, New Vendor request form, etc.) which will include the contractor's signature and the authorized signer for the account charged. Send all documents to the Tax Compliance Office psa@usm.edu.

• Step 2: Tax Compliance Officer (psa@usm.edu) signature is required for all service agreements.

• Step 3: PERS approval will be needed if the contractor is currently a PERS member. Download PERS Independent Contractor Questionnaire.

• Step 4: Dean or Director approval of originating department will be needed if services are greater than or equal to $5,000.

• Step 5: VP approval will be needed if services are greater than or equal to $10,000.

• Step 6: Office of Research Administration approval will be needed if a restricted account

(contract or grant) will be charged.

• Step 7: Purchasing Department. Required for all agreements.