Vendor Onboard Package
Vendor Onboard Package
The below electronic forms are to be submitted for the following reasons:
● To become a vendor with FSU - New Enrollment
-OR-
● For an existing vendor of FSU to update company information - Modify
Enrollment
ALL
R
●
P
☐ ☐
☐
(Select all that apply)
☐ ☐ Lesbian Gay Bisexual or Transgender Business Enterprise (LGBTBE)
☐ ☐ Service-Disabled Veteran-Owned Business Enterprise (SDVOBE)
☐
☐
☐
P _____________________ ____________________________
________________________ ____________________________
_PO
Completed form should be
Request for Taxpayer
Form W-9 Identification Number and Certification
given to the requesting
department or the department
(Massachusetts Substitute W-9 you are currently doing
Form) Rev. March 2020 business with.
Name (a h r c e a re r ). a e re re h e eave h e a .
Check the appropriate box: □ Individual/Sole proprietor □ C Corporation □ S Corporation □ Partnership □ Trust/ Estate
✔ □ Other ►-----------------
Legal Address: number, street, and apt. or suite no. Remittance Address: if different from legal address number, street, apt. or e
City, state and ZIP code City, state and ZIP code
- -
Enter your TIN in the appropriate box. For individuals, this is your social security
number (SSN). However, for a resident alien, sole proprietor, or
disregarded entity, see the Part I instruction on page 2. For other entities, it
is your employer identification number (EIN). If you do not have a number, see
How to get a TIN on page 2. OR Employer identification number
Note: If the account is in more than one name, see the chart on page 2 for
−
guidelines on whose number to enter.
Part II Certification
Purpose of Form conditions. This is called “backup withholding.” 5. You do not certify to the requester that you are
A person who is required to file an information Payments that may be subject to backup not subject to backup withholding under 4 above
return with the IRS must get your correct withholding include interest, dividends, broker and (for reportable interest and dividend accounts
taxpayer identification number (TIN) to report, for barter exchange transactions, rents, royalties, opened after 1983 only).
example, income paid to you, real estate nonemployee pay, and certain payments from Certain payees and payments are exempt from
transactions, mortgage interest you paid, fishing boat operators. Real estate transactions backup withholding. See the Part II instructions
acquisition or debt, or contributions you made to are not subject to backup withholding. on page 2.
an IRA. If you give the requester your correct TIN, make
Use Form W-9 only if you are a U.S. person the proper certifications, and report all your Penalties
(including a resident alien), to give your correct taxable interest and dividends on your tax return, Failure to furnish TIN. If you fail to furnish your
TIN to the person requesting it (the requester) payments you receive will not be subject to correct TIN to a requester, you are subject to a
and , when applicable, to: backup withholding. Payments you receive will penalty of $50 for each such failure unless your
1. Certify the TIN you are giving is correct (or be subject to backup withholding if: failure is due to reasonable cause and not to
you are waiting for a number to be issued). 1. You do not furnish your TIN to the willful neglect.
2. Certify you are not subject to backup requester, or Civil penalty for false information with respect
withholding 2. You do not certify your TIN when required to withholding. If you make a false statement
If you are a foreign person, use the (see the Part II instructions on page 2 for with no reasonable basis that results in no backup
appropriate Form W-8. See Pub 515, details), or withholding, you are subject to a $500 penalty.
Withholding of Tax on Nonresident Aliens and 3. The IRS tells the requester that you furnished
Foreign Corporations. an incorrect TIN, or Criminal penalty for falsifying information.
4. The IRS tells you that you are subject to Willfully falsifying certifications or affirmations
What is backup withholding? Persons making backup withholding because you did not may subject you to criminal penalties including
certain payments to you must withhold a report all your interest and dividends only), or fines and/or imprisonment.
designated percentage, currently 28% and pay to Misuse of TINs. If the requester discloses or uses
the IRS of such payments under certain TINs in violation of Federal law, the requester may
be subject to civil and criminal penalties.
Caution: A disregarded domestic entity that Note: Writing “Applied For” means that you have 6. Sole proprietorship The owner 3
has a foreign owner must use the appropriate already applied for a TIN or that you intend to 7. A valid trust, estate, or Legal entity 4
Form W-8. apply for one soon. pension trust
8. Corporate The corporation
Other entities. Enter your business name as Part II - Certification 9. Association, club, The organization
shown on required Federal tax documents on religious, charitable,
the “Name” line. This name should match the To establish to the paying agent that your TIN is educational, or other
name shown on the charter or other legal correct or you are a U.S. person, or resident tax-exempt organization
document creating the entity. You may enter alien, sign Form W-9. 10. Partnership The partnership
any business, trade, or DBA name on the 11. A broker or registered The broker or nominee
For a joint account, only the person whole TIN is
“Business name” line. nominee
shown in Part I should sign (when required).
12. Account with the The public entity
Part I - Taxpayer Identification Real estate transactions. You must sign the Department of
Number (TIN) certification. You may cross out item 2 of the Agriculture in the name
certification. of a public entity (such
Enter your TIN in the appropriate as a state or local
box. Privacy Act Notice government, school
district, or prison) that
If you are a resident alien and you do not Section 6109 of the Internal Revenue Code receives agricultural
have and are not eligible to get an SSN, your requires you to give your correct TIN to persons program payments
TIN is your IRS individual taxpayer who must file information returns with the IRS to
identification number (ITIN). Enter it in the report interest, dividends, and certain other
social security number box. If you do not have income paid to you, mortgage interest you paid, 1
List first and circle the name of the person whose
an ITIN, see How to get a TIN below. the acquisition or abandonment of secured
number you furnish. If only one person on a joint
property, cancellation of debt, or contributions
If you are a sole proprietor and you have an account has an SSN, that person’s number must be
you made to an IRA or MSA. The IRS uses the
EIN, you may enter either your SSN or EIN. furnished.
numbers for identification purposes and to help
However, the IRS prefers that you use your verify the accuracy of your tax return. The IRS 2
Circle the minor’s name and furnish the minor’s SSN.
SSN. may also provide this information to the
3
Department of Justice for civil and criminal You must show your individual name, but you may
If you are an LLC that is disregarded as an litigation, and to cities, states, and the District of also enter your business or “DBA” name. You may
entity separate from its owner (see Limited Columbia to carry out their tax laws use either your SSN or EIN (if you have one).
liability company (LLC) above), and are
4
owned by an individual, enter your SSN (or .List first and circle the name of the legal trust, estate,
You must provide your TIN whether or not you
“pre-LLC” EIN, if desired). If the owner of a or pension trust. (Do not furnish the TIN of the
are required to file a tax return. Payers must
disregarded LLC is a corporation, partnership, personal representative or trustee unless the legal
generally withhold a designated percentage,
etc., enter the owner’s EIN. entity itself is not designated in the account title.)
currently 28% of taxable interest, dividend, and
Note: See the chart on this page for further certain other payments to a payee who does not Note: If no name is circled when more than one name
clarification of name and TIN combinations. give a TIN to a payer. Certain penalties may also is listed, the number will be considered to be that of
apply. the first name listed.
This Commonwealth Terms and Conditions form is jointly public emergency mandating immediate Department action. Upon immediate
issued by the Executive Office for Administration and notification to the other party, neither the Department nor the Contractor shall be
Finance (ANF), the Office of the Comptroller (CTR) and the Operational deemed to be in breach for failure or delay in performance due to Acts of God or
Services Division (OSD) for use by all Commonwealth of Massachusetts other causes factually beyond their control and without their fault or negligence.
(“State”) Departments and Contractors. Any changes or electronic alterations Subcontractor failure to perform or price increases due to market fluctuations or
by either the Department or the Contractor to the official version of this form, product availability will not be deemed factually beyond the Contractor’s
as jointly published by ANF, CTR and OSD, shall be void. Upon execution of control.
the Standard Contract Form these Commonwealth Terms and Conditions will be 5. Written Notice. Any notice shall be deemed delivered and received when
incorporated by reference. Performance shall include services rendered, submitted in writing in person or when delivered by any other appropriate
obligations due, costs incurred, commodities and deliverables provided and method evidencing actual receipt by the Department or the Contractor. Any
accepted by the Department, programs provided or other commitments written notice of termination or suspension delivered to the Contractor shall state
authorized under a Contract. A deliverable shall include any tangible product to the effective date and period of the notice, the reasons for the termination or
be delivered as an element of performance under a Contract. The suspension, if applicable, any alleged breach or failure to perform, a reasonable
Commonwealth is entitled to ownership and possession of all deliverables period to cure any alleged breach or failure to perform, if applicable, and any
purchased or developed with State funds. Contract shall mean the Standard instructions or restrictions concerning allowable activities, costs or expenditures
Contract Form issued jointly by ANF, CTR and OSD. by the Contractor during the notice period.
1. Contract Effective Start Date. Notwithstanding verbal or other 6. Confidentiality. The Contractor shall comply with M.G.L. c. 66A if the
representations by the parties, the effective start date of performance under a Contractor becomes a “holder” of “personal data”. The Contractor shall also
Contract shall be the later of the date the Contract was executed by an authorized protect the physical security and restrict any access to personal or other
signatory of the Contractor, the date the Contract was executed by an authorized Department data in the Contractor’s possession, or used by the Contractor in the
signatory of the Department, the date specified in the Contract, or the date of any performance of a Contract, which shall include, but is not limited to, the
approvals required by law or regulation. Department’s public records, documents, files, software, equipment or systems.
2. Payments And Compensation. The Contractor shall only be compensated for 7. Record-keeping And Retention, Inspection Of Records. The Contractor shall
performance delivered and accepted by the Department in accordance with the maintain records, books, files and other data as specified in a Contract and in
specific terms and conditions of a Contract. All Contract payments are subject such detail as shall properly substantiate claims for payment under a Contract,
to appropriation pursuant to M.G.L. c. 29, § 26, or the availability of sufficient for a minimum retention period of six (6) years beginning on the first day after
non-appropriated funds for the purposes of a Contract, and shall be subject to the final payment under a Contract, or such longer period as is necessary for the
intercept pursuant to M.G.L. c. 7A, § 3 and 815 CMR 9.00. Overpayments shall resolution of any litigation, claim, negotiation, audit or other inquiry involving a
be reimbursed by the Contractor or may be offset by the Department from future Contract. The Department shall have access, as well as any parties identified
payments in accordance with state finance law. Acceptance by the Contractor under Executive Order 195, during the Contractor’s regular business hours and
of any payment or partial payment, without any written objection by the upon reasonable prior notice, to such records, including on-site reviews and
Contractor, shall in each instance operate as a release and discharge of the State reproduction of such records at a reasonable expense.
from all claims, liabilities or other obligations relating to the performance of a 8. Assignment. The Contractor may not assign or delegate, in whole or in part,
Contract. or otherwise transfer any liability, responsibility, obligation, duty or interest
3. Contractor Payment Mechanism. All Contractors will be paid using the under a Contract, with the exception that the Contractor shall be authorized to
Comptroller’s payment system unless a different payment mechanism is assign present and prospective claims for money due to the Contractor pursuant
required. The Contractor shall timely submit invoices and supporting to a Contract in accordance with M.G.L. c. 106, § 9-318. The Contractor must
documentation as prescribed in a Contract. The Department shall review and provide sufficient notice of assignment and supporting documentation to enable
return rejected invoices within fifteen (15) days of receipt with a written the Department to verify and implement the assignment. Payments to third party
explanation for rejection. Payments shall be made in accordance with the bill assignees will be processed as if such payments were being made directly to the
paying policy issued by the Office of the Comptroller and 815 CMR 4.00, Contractor and these payments will be subject to intercept, offset, counter claims
provided that payment periods listed in a Contract of less than forty-five (45) or any other Department rights which are available to the Department or the State
days from the date of receipt of an invoice shall be effective only to enable a against the Contractor.
Department to take advantage of early payment incentives and shall not subject 9. Subcontracting By Contractor. Any subcontract entered into by the
any payment made within the forty-five (45) day period to a penalty. The Contractor for the purposes of fulfilling the obligations under a Contract must be
Contractor Payroll System shall be used only for Individual Contractors who in writing, authorized in advance by the Department and shall be consistent with
have been determined to be Contract Employees as a result of the Department’s and subject to the provisions of these Commonwealth Terms and Conditions and
completion of an Internal Revenue Service SS-8 form in accordance with the a Contract. Subcontracts will not relieve or discharge the Contractor from any
Omnibus Budget Reconciliation Act (OBRA) 1990, and shall automatically duty, obligation, responsibility or liability arising under a Contract. The
process all state and federal mandated payroll, tax and retirement deductions. Department is entitled to copies of all subcontracts and shall not be bound by
4. Contract Termination Or Suspension. A Contract shall terminate on the date any provisions contained in a subcontract to which it is not a party.
specified in a Contract, unless this date is properly amended in accordance with 10. Affirmative Action, Non-Discrimination In Hiring And Employment. The
all applicable laws and regulations prior to this date, or unless terminated or Contractor shall comply with all federal and state laws, rules and regulations
suspended under this Section upon prior written notice to the Contractor. The promoting fair employment practices or prohibiting employment discrimination
Department may terminate a Contract without cause and without penalty, or may and unfair labor practices and shall not discriminate in the hiring of any applicant
terminate or suspend a Contract if the Contractor breaches any material term or for employment nor shall any qualified employee be demoted, discharged or
condition or fails to perform or fulfill any material obligation required by a otherwise subject to discrimination in the tenure, position, promotional
Contract, or in the event of an elimination of an appropriation or availability of opportunities, wages, benefits or terms and conditions of their employment
sufficient funds for the purposes of a Contract, or in the event of an unforeseen because of race, color, national origin, ancestry, age, sex, religion, disability,