Purchasing Office
(406) 496-4377 Fax (406) 496-4387
Montana Tech of the University of Montana
INDEPENDENT CONTRACTOR CHECKLIST
The purpose of the checklist is to assist in the determination between an employee and an independent contractor.
Federal and State regulations assume all services are provided by employees and puts the burden of proof on the
employer to show that in independent contractor relationship exists.
Business Name (if available) Contractor's Name
SECTION A: Answering "YES" indicates an independent contractor. If you answer "no" to any of the following statements but still believe
this individual should be an independent contractor, you must provide a detailed explanation supporting you decision.
The individual/business to perform services:
YES NO
is engaged in an independently established trade, occupation, profession or business that makes
the same services available to other clients and businesses or a regular and consistent basis.
is not a current employee of Montana Tech; and was not an employee in the last six months
providing a related service.
is providing services which are not similar to those currently being provided or which can be
provided by any Montana Tech employee(s).
is providing services, which are not performed on a full time, regularly, occurring, or continuing
basis at Montana Tech.
is free from the Montana Tech's control or direction in the performance of the service. Montana
Tech has the right to control only the outcome, while the individual will be Responsible
determining means and methods used to perform services.
is paid on the basis of a completed project or on a basis consistent with other independent
contractors in the same trade, occupation, profession or business.
will set priorities on the amount of effort and hours of work, to accomplish the required services
within a stated time frame.
is responsible for furnishing the knowledge, space, supplies, equipment and /or tools necessary to
perform the service, responsible for covering the expenses associated with the service, and
entitled to the resulting profit or loss.
will receive no training, supervision, or instruction from the University, other than conveying the
scope of the service desired.
SECTION B: Answering "YES" to either question requires the contractor to present either a certificate of coverage or
exemption from Worker's Compensation. Please contact the Purchasing Department.
Does the individual providing the service have employees who will be working on this contract?
Do these services require physical labor with exposure to a high incidence of work related
accidents?
SECTION C: For IRS reporting requirements.
Check One:
The contractor is a U.S. Citizen or permanent resident alien.
The contractor is a non-resident alien with a visa allowing performance of services in the U.S.
(contact Accounts Payable)
I certify to the best of my knowledge that the above information is correct.
Department Name Phone #
Authorized Signature Date
PLEASE CONTACT PURCHASHING FOR ASSISTANCE IN COMPLETING THIS CHECKLIST.
