Policy: Consultant or Independent Contractor
Listing generated on 09/16/2024 at 14:56:10.
| Name: | Consultant or Independent Contractor |
|---|---|
| Number: | 10000357 |
| Code: | HRO.EM.300.090 |
| Status: | Approved and Activated |
| Administrative Division: | VC for Administration & Finance |
| Responsible Office: | Human Resources |
| Effective Date: | 08/29/2022 |
| Next Review Date: | 08/15/2024 |
| Last Changed by: | Baker, Kathryn Louise on 08/15/2022 |
| Approved By: | Shideler, Joy Tatum on 08/29/2022 |
| Summary/Purpose: | The existence of an employer-employee relationship between an individual and the University determines whether an individual may be paid as a consultant or independent contractor. Primary guidelines used to determine whether an employer-employee relationship exists are listed on the e-form 13. |
| Policy Narrative: | PDF File |
| People Affected: | FACULTY STAFF |
| Keywords: |
CONSULTING CONTRACTS FORM 13 IRS QUESTIONS |
| Related UM Policies: |
HRO.EM.300.300
Employee Conflict of Interest
PUR.AP.100.015 Professional Services - Spending |
| Related Resources: | |
Policy Feedback |
Policy History |
| Related Notes: | Note posted on 08/23/2006 by CLAYTON H JONES from Policy Submit To Administrative Division Policy Agent changed policy to better match our practices -------------------------------- Note posted on 11/20/2006 by CLAYTON H JONES from Policy Submit To Administrative Division Policy Agent policy updated -------------------------------- Note posted on 02/19/2007 by CLAYTON H JONES from Policy Review With No Changesno change -------------------------------- Note posted on 09/24/2007 by CLAYTON H JONES from Policy Submit To Administrative Division Policy Agent added last paragraph to make it clear that it is illegal to be an Independent Contractor and Employee at the same time -------------------------------- Note posted on 02/23/2009 by CLAYTON H JONES from Policy Review With No Changesno changes -------------------------------- Note posted on 03/31/2010 by CLAYTON H JONES from Policy Submit To Administrative Division Policy Agent Limits changed in policy per Procurement Services. First limit listed changed from $3,499 to $5,000. Second limit changed from $15,000 to $50,000. These are the limits Procurement is using now. This just matches our policy up with our practice. -------------------------------- Note posted on 12/06/2010 by CLAYTON H JONES from Policy Submit To Administrative Division Policy Agent clerical fix -------------------------------- Note posted on 02/07/2011 by CLAYTON H JONES from Policy Review With No Changesno changes -------------------------------- Note posted on 12/03/2012 by CLAYTON H JONES from Policy Review With No Changesno changes -------------------------------- Note posted on 09/25/2014 by CLAYTON H JONES from Policy Review With No Changesno changes -------------------------------- Note posted on 04/02/2015 by CLAYTON H JONES from Policy Submit To Administrative Division Policy Agent added IHL policy language -------------------------------- Note posted on 08/01/2016 by CLAYTON H JONES from Policy Review With No Changesno changes -------------------------------- Note posted on 06/06/2018 by CLAYTON H JONES from Policy Review With No Changesno changes -------------------------------- Note posted on 08/17/2020 by Andrea Jekabsons from Policy Review With No Changes Reviewed by D. Ferguson and A. Jekabsons and no changes -------------------------------- Note posted on 03/10/2022 by Kathy Baker from Policy Update Revised language to clarify the RFP process for non-IT and IT related services over $50,000. Revised paragraph #2. Clarified that the signatory agent for Consulting Agreements is the Vice Chancellor of Research and Sponsored Programs or the designee of the vice chancellor. Added policy information regarding international consultants and independent contractors. Clarified language in the Conflicts of Interest section. -------------------------------- Note posted on 04/12/2022 by Andrea Jekabsons from Policy Submit To Policy Manager No significant change. -------------------------------- Note posted on 06/29/2022 by Kathy Baker from Policy Update Revised policy to reflect State of MS procurement laws which are changing the threshold requirement for bids from $50,000 to $75,000. The effective day of this change is 7/1/2022. -------------------------------- Note posted on 06/29/2022 by Kathy Baker from Policy Submit To Policy Manager Effective July 1, 2022, the State of MS procurement laws are changing the threshold requirement for bids from $50,000 to $75,000. Updated policy to reflect this change. -------------------------------- Note posted on 08/13/2022 by David Whitcomb from Policy Reject See email from August 12 -------------------------------- Note posted on 08/15/2022 by Kathy Baker from Policy Update Revised policy to reflect 7/1/2022 updates and for clarity. -------------------------------- Note posted on 08/15/2022 by Kathy Baker from Policy Submit To Policy Manager Revised policy to reflect 7/1/2022 changes and for clarification. -------------------------------- |