Independent Contract Checklist and Forms

NEW CONTRACT:

FORMS TO BE COMPLETED BY REQUESTING OFFICE

INDEPENDENT CONTRACTOR

• Contract Justification
• Independent Contract – Contractor must be registered as a supplier in MAGIC

BOARD ITEM if applicable – Refer the Timelines for Submission of Contracts

• Single Year
• Multi-Year
• Modification
• Renewal
• No Cost

FORMS TO BE COMPLETED BY INDEPENDENT CONTRACTOR

• Form W-9 (IRS tax form)
• Certification of PERS Service Retirement Note: The SBE must approve contracts with former state employees who are PERS retirees receiving retirement benefits for an amount exceeding $20,000 a year.
• Debarment Verification Form  – Federal Funds
• Debarment Verification Form  – State/Other Funds
• MS Secretary of State Registration Verification 
• Information Change Form – Name, Address, etc.

FORM TO BE COMPLETED BY INDEPENDENT CONTRACTOR AND REQUESTING OFFICE

(Complete if contractor is a PERS retiree)

• Employee vs. Independent Contractor Determination Questionnaire (PERS form)

(Complete if contractor is a school district or governmental entity employee)

• Certification of School District/Public Entity

CONTRACT MAINTENANCE

After the contract has been awarded, download Contract Forms required for payment on the Office of Accounting’s web page.

• Contract Purchase Order Guide
• Budget Tracker
• Deliverable/Acceptance Form 
• Performance Review – Required

CONTRACT MODIFICATION/RENEWAL

• Contract Justification
• Contract Modification
  • Purchase Order Change Form
  • W-9

CONTRACT TERMINATION

• Independent Contract Termination

How to submit a packet for processing:

DESIGNATED EMAIL