Name of Form:

Purpose of Form:

Certification of PERS Service Retirement

The Certification of PERS Service Retirement form is used to document an individual's status as a PERS retiree.

Contract - Contract Worker with personnel services and travel

The contract used for contract workers that will be paid for personnel services and travel.

Contract - Contract Worker with personnel services only

The contract used for contract workers that will be paid for personnel services only.

Contract - Long Contract for Independent Worker

The contract used for independent workers with complicated work statements.

Contract - RESA

The contract used for contracts with Regional Education Service Agencies.

Contract - Short Contract for Independent Worker

Four-page contract for trainers, speakers, etc.

Contract Justification - Contract Worker

The Contract Justification - Contract Worker form is used for all requests to contract with individuals who are classified as contract workers.

Contract Justification - Contract Worker Modification/Renewal

The Contract Justification - Contract Worker Modification/Renewal form is used to document the review and approval of a modification to a previously approved contract.

Contract Justification - Independent Contractor

The Contract Justification - Independent Contractor form is used for all requests to contract with individuals/businesses who are classified as independent contractors.

Contract Justification - Independent Contractor Modification/Renewal

The Contract Justification - Independent Contractor Modification/Renewal form is used  to document the review and approval of a modification to a previously approved contract.

Contract Worker Checklist

The Contract Worker Checklist is a listing of the documents necessary for the completion of a contract worker contract.

Employee vs. Independent Contractor Determination Questionnaire

The Employee vs. Independent Contractor Determination Questionnaire is a form required by PERS to be submitted for all requests for a retiree to be classified as an independent contractor. This form must be completed and submitted to PERS for their determination of the contractor's status.  The determination must occur prior to the agency entering into a contract with the retiree that is classified as an independent contractor.

Form I-9

Form I-9 is a form required to be completed by the U.S. Department of Homeland Security upon employment an of an individual. The purpose of the form is to document that each new employee (both citizen and noncitizen) hired after November 6, 1986, is authorized to work in the United States.

Form W-4

IRS Form W-4 is required for all employees and contractors classified as contract workers to document federal withholding authorizations.

Form W-9

IRS Form W-9 is required for all independent contractors to document their tax identification number for reporting of earnings.

Grant Award Justification

The Grant Award Justification form is used to document the request and approval of an grant award.

Grant Award Modification Justification

The Grant Award Modification Justification form is used to document the request and approval of a modification to a grant previously awarded.

Independent Contractor Checklist

The Independent Contractor Checklist is a listing of the documents necessary for the completion of an independent contractor contract .

IRS Checklist (pdf)

IRS Checklist (Word)

The IRS Checklist is used to determine an individual's status as an contract worker or a independent contractor. 

PERS Form 4B

The PERS Form 4B is form required by PERS.  This form is required to be submitted to PERS upon the re-employment of a retiree. 

Request For Proposals/Request For Applications/Invitation For Bids

Request For Proposals/Request For Applications/Invitation For Bids Form is the form used to document the request for release of all RFP, RFA or Invitation for Bids.

Request For Proposals/Request For Applications/Invitation For Bids Checklist

The Request For Proposals/Request For Applications/Invitation For Bids Checklist is a listing of the documents necessary for the processing and approval of a request for release of a RFP, RFA or Invitation for Bids.

Request To Purchase Food And/Or Space For Business Meetings

The Request To Purchase Food And/Or Space For Business Meetings form is used to document the request and approval of the purchase of food and/or space for business meetings.

Requisition

A Requisition is used by the Office of Accounting to set up an purchase order to obligate funds for contracts with independent contractors.

State Withholding Form

The State Withholding Form is required for employees and contractors classified as contract workers.  This form is used to document the authorized deduction from gross pay for state withholdings.