IRS Classification Request

Consultants, Speakers*, Interpreters, Game Officials and other professionals are collectively known as Independent Contractors (ICs). Independent Contractor is an IRS classification of worker and federal guidelines dictate how to determine if workers should be assigned as ICs or employees. Failure to properly classify workers can result in significant penalties.

This form is used to determine IRS classification. For detailed instructions on completing the form, see the IRS Classification Request Companion Guide.

*Speakers who are only being provided the cost of travel are not considered Independent Contractors. Please refer to the University Travel Policy 6180 for details.

Requester Information

Requester Name

First and Last Name

Requester Email

Who else should be notified regarding this request? (Optional)

Enter their email address below.

Requester Department

Select your department from the drop-down or type it in below.

Funding String

Please include the full funding string to be billed for this assignment.

Check the box below if this request will be partially or completely funded by sponsored project funds.

Supplier Information

Supplier Name

Supplier ID Number (if known)

Assigned by PaymentWorks

Does the supplier have an established business?

If the supplier is a guest speaker/performer, answering "No' to this question will not hinder the approval.

Yes

Does the supplier provide this service to other clients?

If the supplier is a guest speaker/performer, answering "No' to this question will not hinder the approval.

Yes

Has your department hired this supplier in the past?

Yes

Service Details

Service Start Date

mm/dd/yyyy

Service End Date

mm/dd/yyyy

Contract Total

Amount should reflect the total anticipated costs.

Is the University paying the vendor a flat fee by deliverable?

Flat fee includes all costs of service per deliverable.

Yes

What is the type of service is being performed by the supplier?

Select the type that best fits the majority of the service being provided by the supplier if they are providing more than one deliverable.

Scope of Work Overview

Provide one or two sentences capturing the highlights of what they will be doing. For example; Speaker at symposium or Serve on Advisory Board

Draft of Contract or Scope of Work

Links below are provided for convenience but contract is not required at this point:

Use the CFS for consultants, contractors, special services, and work being done on campus.
Use the LEA for speakers, artists, performers; if the event is being advertised, or if merchandise is being sold.
Use the Guide To Sponsored Project Funded Contract For Services for direction and links for all SP-funded assignments.

Drop your files here

Is the work performed part of the regular core business of the University?

Core business refers to teaching, conducting research, curriculum development, etc. It does not refer to whether this is core to your department.

Yes

Is this supplier an adjunct faculty member at Boise State University?

Yes

Has this supplier been employeed by Boise State University in the past 24 months?

This includes student employees.

Yes

Length of Service

Less than 12 months

12 months or more

Is this submission a renewal of an existing contract?

Yes

What location will this service be preformed?

If supplier is working remotely, this would refer to the location they are physically preforming this work.

In State

Out of State

Both

Relationship Between Parties

Does the supplier perform long-term (more than 1 year) research for the University, conduct research for a University professor who determines how the research is performed and sets the work schedule, and/or serve in a capacity beyond advisory or consultancy?

Yes

Are the services to be provided part of an on-going, recurring business operation without a definitive end?

Yes

Is the University contractually obligated to pay for the service even if the result is unsatisfactory?

Unsatisfactory in the sense that the contract is not being fulfilled.

Yes

Financial Control

Will the University reimburse the supplier for out-of-pocket expenses?

Expenses include, but are not limited to travel, lodging, reimbursements, and per diem.

Yes

Is Boise State University the supplier's sole source of income?

Yes

Behavioral Control

Do University personnel direct the supplier on how to perform the service described in the scope of work?

Yes

Will the University provide periodic or on-going instruction and/or training for the supplier about how to perform the needed service?

Yes

Will the University provide personnel to assist the supplier in completing their services?

Yes

Will the supplier perform services on-campus or in a University controlled facility?

Yes

Will the University supply necessary tools, materials, and equipment to perform the work?

Yes

Will the University set the supplier's work hours?

Yes

Addtional Comments

Send me a copy of my responses

Report Abuse