1. Review the "Decision Flow Chart" in University Policy 3.5 .

2. Specialized services (described in the "Contacts" Section of University Policy 3.5 ) and other miscellaneous services (described in "Appendix B") do not require completion of this form.

3. If unit level review is required, complete the form using the above service provider's Independent Contractor Questionnaire and your knowledge of the proposed contract. The form is designed to help units determine the service provider's classification (i.e., employee vs. independent contractor).

4. Contact your unit human resources representative or your unit financial administrator for guidance. These individuals will contact central university offices for additional guidance if required.

5. If independent contractor status is granted, the unit administrator is responsible for ensuring that the service provider carries adequate insurance and that there is no conflict of interest or commitment.

Note: Responsibility for determining independent contractor status is at the unit level. You should consider all answers in making your decision since no one characteristic is determinative. Please note that an answer of  "yes" to three or more items on the independent contractor checklist usually indicates that the service provider should have an employee (not an independent contractor) classification.