1. Independent Contractors, Swimmingly!

2.  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

3. Lisa Eakins Tax and Financial Reporting Accountant University Tax Compliance and Reporting Carol Page Associate Director of Purchasing Services Procurement of Services, Independent Contractors & contractual services Lori Preiss Director of Employment and Compensation Recruitment and selection, Job classifications and compensation studies for SPA and EPA Sponsored Programs Grant Officers

4.  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?

5.  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?

8. emo in uShop

10. Independent Contractor Confirming Workflow

11.  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

12.  On the horizon……  Your turn– Any questions or feedback?

13. Thank you for attending! Enjoy your SWIM!