Instructions to filling out the forms.docx

Instructions to filling out forms (For new responses)

FIRST, you MUST be an approved Mass. Eligibility Training Provider (Mass ETPL) prior to submitting any of the TAA EOL 18-02 contract forms.

https://www.mass.gov/how-to/requirements-to-qualify-on-mass-etpl

1. Please complete the left side of the Standard Contract form. If you are dba, that information MUST appear on the W9 form.

(Do not include the ISA with this form)

1. Do not return the Terms and Condition form with your entire contract documents.

(This form has been updated and is for your file.)

1. Certificate of Good Standing from the Department of Revenue (DOR) – the fastest and easiest way to obtain this certificate is online at MassTaxConnect https://mtc.dor.state.ma.us/mtc/_/#0 (This Certificate must be less than six months old provided at the time of submission)

1. Certificate of Unemployment Insurance - the fastest and easiest way to obtain this certificate is online at http://uionline.detma.org/Employer/Core/Login.ASPX

1. W9 Form (Rev. 4/22): (DUNS# and Unique Entity Identifier (SAM) are required on this form)

· Unique Entity Identifier (see here for more information on UEI)

1. When submitting the EFT form (Rev. 4/22), you must include either a “Void” check or a bank letter. This is to confirm banking information.

(Part V: Authorization: You MUST check one box. Part VI: Leave Blank)

1. The Interdepartmental Service Agreement “ISA” form is for Commonwealth of Massachusetts state colleges/agency only.

(Do not include the SCF with this form)

1. Instructions Pertaining to Signature and Date EOL will accept signatures executed by an authorized signatory in any of the following ways:

1. Electronic signature that is either:

1. Traditional “wet signature” (blue ink)

1. Hand drawn using a mouse or finger if working from a touch screen device; or

1. An uploaded picture of the signatory’s hand drawn signature

1. Electronic signature affixed using a digital tool such as Adobe Sign or DocuSign.

If using an electronic signature, the signature must be visible, include the signatory’s name and title and must be accompanied by a signature date.

Please be advised that typed text of a name not generated by a digital tool such as Adobe Sign or DocuSign, even in computer-generated cursive script, or electronic symbol, are not acceptable forms of electronic signature

1. Please submit ALL the REQUIRED documents, for your entity (do not submit in pieces and double check your contract package to make sure you have everything required before submitting), to: Patricia.Howard@MASS.GOV