WelcomeIndependent Contractors,

Swimmingly!

Meet the cross-campus team; Learn about Independent Contractors and

why UNCW uses them; Learn what is being reviewed and approved

and why; Tips for processing Pitfalls – how to avoid and mitigate

challenges Preview of things to come Feedback on how to make the process

better

Today’s Agenda

Lisa Eakins Tax and Financial Reporting Accountant University Tax Compliance and Reporting

Carol PageAssociate Director of Purchasing ServicesProcurement of Services, Independent Contractors & contractual

services

Lori PreissDirector of Employment and CompensationRecruitment and selection, Job classifications and compensation

studies for SPA and EPA

Sponsored Programs Grant Officers

Hiring Independent ContractorsMeet the Approval Team

When are independent contractors necessary?

Who is an independent contractor?

Who would NOT be considered an

independent contractor?

What if the IC is not in uShop?

Can a PUR 1.40 be “recycled” for a second

engagement?

Hiring Independent ContractorsBack to the Basics

Often we hire foreign nationals, what information

do you need to process these requests?

When are NC taxes withheld?

What account code should be used?

We’re using a grant to pay for the service. Any

special considerations to keep in mind?

At what point do we need a contract and who

signs them?

Hiring Independent ContractorsThe Finer Points

The PUR 1.40 Application FormSection I – Completed by IC

The PUR 1.40 Application FormSections completed by Department

emo in uShop

uShop Steps

Independent Contractor Confirming Workflow

Plan ahead

◦ Set up new supplier uShop early

◦ Allow vendor two-three weeks to complete

PUR1.40

◦ Make sure all questions are answered

Communicate

◦ Call/email for help – We’re here to help!

Ask questions if unclear

Tips to Mitigate Complications

On the horizon……

Your turn– Any questions or feedback?

Independent Contractor

Thank you for attending!

Enjoy your SWIM!