Complete the Contracted Services Employee Binder and Status Form (PCS Form 3-2460). The instructions for this form are available. Necessary signatures include principal and/or supervisor and director of special projects. This form then goes to personnel for approval.

After approved work is completed, a Payroll Adjustment Form (PCS Form 3-2660) must be submitted monthly. Necessary signatures include principal and/or supervisor and director of special projects.

Complete the Independent Contractor Classification Checklist, (PCS Form 3-2605) to determine if an outside contractor can be classified and hired as an independent contractor.

Any new independent contractor who has not yet been set up in TERMS must complete a W-9 form.

Complete a purchase requisition giving a detailed description of the service to be provided with date(s) of service. Use the Buyer Code 001 (director of purchasing). A signed copy of the questionnaire must be attached to the purchase order for auditing purposes; however, it is not necessary to send copies to the purchasing and accounting departments.

After services are performed, the independent contractor must submit an invoice to the project manager. The project manager should sign the invoice and then attach the invoice to the gray receiver copy of the P.O., then submit it to the special projects office.