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Service Provider Eligibility Form

The below Service Provider Eligibility Form is a standalone version of Section 4 of the Employee or Service Provider Determination Form. This may be used to identify a provider after submission of the Determination Form, either because they had not yet been selected or were denied.

NOTE: You will be sent a customized link via email to complete the below form if you did not include a provider in your Determination Form submission or if your provider was not approved for the work, which will pre-populate some of the information to save you time. You may click through your email or manually complete the form below.

You will need the following information about your proposed service provider to complete the form:

  1. Name
  2. Business name
  3. Email address
  4. Phone number
  5. Federal tax class
  6. If the provider has an EIN or uses their SSN for identification (DO NOT request the actual number)
  7. Citizenship
  8. Location of services
  9. Existing University relationship, if any
  10. Rationale for selecting this provider
  11. Does the provider offer their services to the general public as a trade or business or advertise their services to the public?
  12. Has the provider invested in facilities such as office equipment to perform the proposed services?

The below form is also available here.

Return to Service Provider Engagement Procedure.

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.