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FREELANCE STAGEHAND ONBOARDING PACKAGE INDEPENDENT CONTRACTOR AGREEMENT & FORMS

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FREELANCE STAGEHAND ONBOARDING PACKAGE INDEPENDENT CONTRACTOR AGREEMENT & FORMS 

Independent Contractor Onboarding Package PAGE 2 OF 24 

TABLE OF CONTENTS Welcome 5 We Serve To Client Bases 5 Valued Resource Partner 5 Brief History 5 Our Core Services for Stagehands 6 

Mandatory Insurance Coverage 6 Sales Representation & Marketing Support 6 Core Development & Technical Training 6 Regulatory Compliance 6 Miscellaneous Services 6 

Compliance Verification & Audit 6 Tax Form Preparation 6 Certification Warehousing 6 Income Verification 6 

Optional Services for Stagehands 7 Sales & Marketing Operations 7 Marketing Operations 7 Business Operations 7 Bookkeeping & Accounting 7 Year-End Tax Preparation 7 

Membership Benefits 7 Reinventing Freelance Crewing: “A New Way To Crew” 7 Standard Stagecraft Professionals Roster 7 

Sales Promotion & Trade Marketing 7 Basic Regulatory Compliance 7 

Representation Services 8 Non-Exclusive Representation 8 Exclusive Representation 8 

Understanding the Freelancer Role & Requirements 8 You are your own boss. 8 You make your own schedule. 8 You must be accountable to the schedule you agree to once you set it. 8 You use your own tools and resources. 8 Our company is a broker for skilled & experienced freelance professionals. 8 We are your client. 8 We shall enter an agreement in order for us to provide you support services 9 You are our client 9 Our conduct, professionalism and integrity reflects on the other. 9 We are on the same team and we have the same goals. 9 

Strategy for Success 9 Accuracy & Communication 9 Legal & Regulatory Compliance 9 Valued Resource Partner 10 Professional Expectations & Standards 10 Best Practices & Recommended Procedures 10 Professional Reputation 10 Personal Branding 10 Communication 10 Business Operations 10 On-Site Procedures 11 Travel Procedures 11 Demonstrating Value 11 Demonstrating Leadership 11 Forging Partnerships 11 Invest Into the Future 11 

What’s Needed to Join 11 Required Documents 12 Recommended, but not mandatory: 12 Recommended Resources 12 Other Online Resources 12 

Getting Started, Next Steps 12 Submitting Onboarding Package 13 The Agreement 13 Maximize Your Opportunity / Communicate Your Value 13 

Submit Weekly Availability 13 

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Independent Contractor Onboarding Package PAGE 3 OF 24   

Reply to text and email communication quickly and clearly. 13 Return requested/required forms on-time 13 Submit change of address/status reports on-time 13 Complete the Crew Skill Set Update form quarterly 13 Present yourself professionally and courteously at all times. 13 Be prepared with invoices/supporting data when calling on invoice payments 13 Sign up for company sponsored training programs. 13 Attend Team Meetings 13 Volunteer for Advisory committees or Steering committees 13 Attend Team meetings 13 Attend open Management/Board meetings 13 

Team Engagement Programs 13 Crew Appreciation 13 Client Appreciation 13 Crew Gifts & Wearables 13 Crew Engagement Events 13 Volunteer Days 13 IATSE Program 13 Training Programs 13 

Important Processes to Understand 14 Tag-Based Skill Matching 14 Project Assignment 14 Calendar Management 14 Invoice Processing 14 Show Doc Prep 14 Employer Reports 14 Emergency Response 14 Workplace Injury 14 Natural Disaster or Catastrophic Event 14 Harassment, Discrimination, Intimidation or Violent Attack 14 

General Expectations | Our Stagehand Code of Conduct 22 Committing to Assignment 22 Punctuality 22 Client Interaction 22 Minimum Hours 22 Invoicing & Accounts Payable 22 Client-Required Dress Standards 23 Bring Your Own Tools, Appropriate for your role & duties: 23 Bring Government-Issued Identification 23 Be Professional & Courteous 23 Communicate with your Labor Coordinator & Leads 23 Cell Phone 24 Social Media 24 Sleeping On SIte 24 No Smoking, Except Designated Areas 24 No Drugs or Alcohol 24 Client Service 24 Integrity of the Profession 24 Fair Compensation 24 Representation of Qualifications and Availability 24 Standards of Practice 24 Fair Competition 25 Conflicts of Interest 25 Release of Information 25 Public Welfare 25 Professional Development 25 

What are My Self- ‑Employed Tax Obligations? 26 Tool Kit / Workbox Recommendations 27 

Minimum Requirement 27 Recommended Kit 27 Optional Workbox 27 Optional Software Resources 27 

Freelance Onboard Package Receipt 28 

    

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Independent Contractor Onboarding Package PAGE 4 OF 24   

Section One Welcome Welcome to our team and thank you for considering membership on the Alleanza Associates roster of skilled & experienced stagecraft professionals. On every job, our team strives to prove themselves valued service partners to all our stakeholders. We all take pride in setting a standard for performance and service. 

We Serve Two Client Bases  We believe that our company has two groups of clients, rather than just the one group most recognized. Of course, our employer clients, made up of the producers, manufacturers, gear houses, rental shops and strategic industry partners are among the first group of clients. But just as important, we also recognize that our community of independent contractors invest a great deal into their personal and professional development. They earn the choice whether to accept assignments or foster relationships - and the best of the group certainly exercise that choice. 

To maintain our comprehensive national registry of expert technicians and engineers, and encourage them to share their resources of knowledge, experience and ability, it’s our responsibility to develop and foster our relationship and value to the individual stagehand - a compelling reason to stand among our ranks and consider us your partners. That makes the individual stagehand, the independent freelancer, a member of our second group of clients, and certainly just as important. 

As member of our crew, we believe it’s our responsibility to nurture a spirit of cooperation, trust and accountability. You can expect us to protect your rights and help you preserve your good standing in the industry and local community. You can be assured we understand the challenges of running a freelance business and you can depend on us to help provide the resources to run a successful one. When we talk about stakeholders, we’re not just speaking about our investors, owners, employees or clients. We are speaking about you. You are among our most valuable stakeholders - not just another product.  

Our Mission: Valued Resource Partner Part of our culture is the idea that our primary job is “to make our client’s look good.” That’s more than a service provider, that requires a commitment to being a valued resource partner, a reliable supply of skilled and experienced event production personnel, including technicians, operators, engineers, project managers, designers and technical artists to leading gear houses, scenic shops, production companies and event marketing agencies. We effectively employ a suite of technology products to help drive and monitor our processes, while enforcing ethical business standards and discipled protocols. As that’s our promise to you and our production partners, it will also be a standard expected of you, our event production or event technology specialist. 

Our vision is to earn the reputation of premium service provider for the Event Services industry, and in effect all who we associate with lend to and share that perception by our clients and our trade community. In addition to freelance stagecraft technicians and engineers, we also offer a suite of services ranging from IATSE and Teamster staffing and payroll, freelance project management and CAD designers, turnkey production management and a general labor pool. For our valued freelance contractor community, we offer a range of business operations and representation services, including bookkeeping, accounting, tax preparation, marketing and promotion, career development and sales representation. 

Brief History Alleanza Associates is owner by Brandon Cruz & Jennifer Cruz. The company started as a event technology consulting firm, with which they represented a few marquee technologists and solutionists. The commitment to service and client support, as they provided an array of operations business development and event technology integration services, earned them a strong reputation and an impressive, diverse range of clients. Alleanza steadily grew and expand its footprint while adding new services to meet the demands of its client’s needs. In 2017 we started testing a revolutionary price strategy to match crew pay to the skills of the crewperson - in order to better allocate our client’s labor budget and adequately staff according to a job’s unique scope of work. The new price was eagerly embraced by stagehands and producers alike - and in late 2017 we rebranded under the name The Stagecraft Agency and opened two new offices. Our Los Angeles office also services San Diego and Orange County. Our Las Vegas office services Phoenix, Chicago and Virginia. Our next expansion is planned for 2018 when we open an office in New York to service the Northeast.  

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Independent Contractor Onboarding Package PAGE 5 OF 24   

Conclusion Our goals is to provide our clients with a simple, reliable and economical solution to diverse and unpredictable crewing and production management needs. At the same time, we are equally committed to providing our professional stagehands the added value of operations support, sales representation and marketing services. These services are available to all our crewmembers, regardless of whether we represent them exclusively or non-exclusively. To ensure our mutual success, it’s important that the freelance stagecraft profession and the Alleanza team understand and agree on some fundamental conduct and performance expectations, legal and regulatory compliance requirements and mutual investment strategies. We’ve prepared this onboarding package to explain the mission, our process and its strategy - as well as address regulatory compliance requirements we face and how your participation and collaboration will further your success.  

Section Two Our Core Services for Stagehands To affirm our promise to our clients, we provide a complete set of services designed to provide our stagecraft pros the access to continued training programs, sales and marketing representation, operational procedures and processes and comprehensive liability and workers comp insurance (quickly becoming a mandatory requirement in many states nationally). This core service offering was designed to ensure our pros a professional polish and representation as well as guarantee compliance with current and upcoming changes to laws and regulations enforced by various local, state and federal agencies. 

Mandatory Insurance Coverage 

❏ Workers Compensation ❏ General Liability ❏ Automotive Liability ❏ Liability Umbrella  

Sales Representation & Marketing Support 

❏ Non Exclusive Sales Agency Representation ❏ Lead Enrichment & Prospect Management ❏ Direct & Indirect Sales Management ❏ Personal Branding Development 

Core Development & Technical Training 

❏ Department Cross Training ❏ Roster of Training Resources ❏ Mentorship Programs 

Regulatory Compliance 

❏ Certifications ❏ Insurance ❏ Documentation ❏ Reporting 

Miscellaneous Services 

❏ Compliance Verification & Audit ❏ Tax Form Preparation ❏ Certification Warehousing ❏ Income Verification 

Optional Services for Stagehands Some of our clients opt for a more comprehensive suite of services and exclusive representation design to relieve them of the day-to-day business operations that are required to build a successful business. The LRM team designed this program around the systems and processes used in premium talent agencies around the world.  

Sales & Marketing Operations 

❏ Exclusive Agency Representation ❏ Sales Strategy Development ❏ Pitch Deck Design Development ❏ Strategy Deployment ❏ Business Development

Marketing Operations 

❏❏ Brand Design & Development ❏❏ Marketing Strategy Development ❏❏ Strategy Deployment ❏ Brand Management ❏ Publicity & Promotion

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Independent Contractor Onboarding Package PAGE 6 OF 24   

Business Operations 

❏ Account Maintenance ❏ Calendar Maintenance ❏ Show Advance & Show Doc Generation ❏ Pre Production & Logistics Support ❏ Graphic & Technical Design ❏ Procurement

Bookkeeping & Accounting 

❏ Invoice Preparation & Tracking ❏ Receivables Collections & Processing ❏ Invoice Advances ❏ Financial Reporting & Forecasting ❏ Certification Warehousing 

Year-End Tax Preparation 

❏ Pre-Filing Preparation ❏ Tax Prep & Filing

Membership Benefits As our numbers grow, we engaged health insurance brokers and business service providers and operators to negotiate volume discounts and business products at rates reserved for large international companies and national associations. 

❏ Medical & Dental Insurance ❏ Death & Disability Insurance ❏ Retirement & Financial Planning Services ❏ Business Services Discounts ❏ Professional Association Discounts ❏ Professional Membership Discounts ❏ Training Advances 

Section Three Reinventing Freelance Crewing: “A New Way To Crew” Alleanza Associates is reinventing the traditional labor pool or freelance crewing staffing model, designed to provide unique marketing and sales agency services along with the traditional local labor management service. Since Alleanza Associates is partnered with Alleanza Associates,, our clients have access to a complete roster of stagehands to fill just about any role, however the carefully vetted and curated roster representing event production professionals in the corporate theater sector of the event services industry. 

Standard Stagecraft Professionals Roster Our basic standard of service provides the freelance stagecraft professional comprehensive services that assure compliance and professional representation. 

1. Sales Promotion & Trade Marketing 2. Basic Regulatory Compliance 

a. Occupational Safety & Health Standards 

b. Workers Comp, Liability & Auto Insurance Coverage 

Representation Services We are partnered with established business operations consultancies to provide a range of business services required for a healthy, successful business, including  

1. Non-Exclusive Representation 

a. Marketing Operations 

b. Business Development 

c. Administration 2. Exclusive Representation 

a. Brand Management 

b. Calendar Management 

 

   

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Section Four Understanding the Freelancer Role & Requirements There are many benefits to being as a freelance contractor, known technically as an Independent Contractor, or loosely described as a “freelancer.” Those benefits, as you’re already aware of, include management of your personal time, control over your service offering, ability to service many clients and set your own value, as well as numerous tax advantages and industry professional discounts. 

However, there are also specific responsibilities governed by our industry as well as federal, state and local regulatory authorities. To ensure we share the foundation required to bring you onboard, we prepared this list to define the key understandings. Please initial each one, to affirm that you’ve read and understand each one. 

1. You are your own boss. As a freelance service provider, you are the decision maker for your own business. You elect to sell your service to us as your client. You control the decision whether you accept what we are offering, but you must stand beside that decision and fulfill your commitments. 

2. You make your own schedule. One of those decisions is your schedule. When we present a job to you and each day requires an 8am start time, you have the option of accepting that job. We do not require you to take it, nor are their punitive actions if you decline. In that sense, you set your own schedule and we do not control it. The end-client, in mutual agreement with its other vendors and service providers, reserves the right to decide the windows in which his job can be fulfilled. 

3. You must be accountable to the schedule you agree to once you set it.  However, without forsaking the understanding of #2, once you accept a job, it is an unacceptable business practice to show up late when the end-client and you have agreed to a mutually acceptable time to start. Because every job has a number of dynamic deliverables, you have agreed to stay on location between the hours stipulated in your agreement to accept the job. 

4. You use your own tools and resources. Freelance service provides are recognized as professional service providers, offering their skills and experience to execute the requirements of that role. It’s understood that any service provider that represents themselves as a professional must have invested the time and training using the tools of their craft, thus expected to have adequately invested into the tools and resources required. Thus one of the most critical benchmarks and measures of your professionalism and a requirement to classify yourself a freelancer is the ability to present upon demand all the tools required for you to effectively and efficiently execute your duties. 

5. Our company is a broker for skilled & experienced freelance professionals. As a freelancer, you shall provide us a list of your qualifications and experience that we may use that information in the pursuit of offers for your service. We shall maintain a sales broker relationship with respect to actionable authority over the service you provide. We shall make no guarantees, warranties or promises on your behalf, with the exception that you shall present yourself, or someone in place of you, that can fulfill your contractual obligation to the client. We have no authority to force or compel you to improve your skill set or represent your ability to do something for which you have no training or desire to be trained. We assert that any information that we provide clients on your behalf was provided by you, therefore we accept no legal liability if you have provided us inaccurate or outdated information. 

6. We are your client. You are a self-sufficient and self-sustaining company that provides your service to us to resell or broker a sale in exchange for a commission or percentage of the profit. You are not our employee that we may control and/or manage the process by which you provide your service. However, as your client, we recognize the value you you demonstrate and we elect to present opportunities to you for consideration. However, we do have the control over our own business that we can elect simply not to hire you anymore. We expect that you shall demonstrate the same courtesy and professionalism you would any other client You understand that I don’t need to compel or coerce a reasonable standard of professionalism, since we reserve right to discontinue hiring you. 

7. We shall enter an agreement in order for us to provide you support services In addition to our core services that we provide at no additional charge as a benefit to freelancers we represent, we also have a collection of enhanced products and services designed to improve and/or enhance your business or the quality of your experience. To keep the boundaries between client and service provider, any agreement for us to provide those services to you shall be written into a separate service agreement. However, their breach or forfeiture of any material term, or the termination of either agreement, shall not affect the enforceability of the other. 

8. You are our client If we provide you any of the premium options in our extended suite of services, we acknowledge that you become our client in the delivery of those services, thus we are accountable to the same standard of professionalism. It is understood and agreed that a failure by one party to meet any or all of the professional standards described here shall not release the other party from their professional accountability. Any failure to meet a standards or the material breach of either agreement shall be governed by that agreement. We shall still both conduct ourselves and our business with the highest degree of professionalism possible, regardless of circumstance. 

9. Our conduct, professionalism and integrity reflects on the other. 

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“You are who you hang out with,” is no more accurate anywhere than a collection of freelance service providers procured by a single source service solution such as our companies’. Therefore we both acknowledge that any behaviors, statements, actions or reactions, by either party, including potential situations arising from malpractice, misconduct, discrimination, defamation, prejudice, slander, intimidation, ignorance, dishonesty, misappropriation or even punctuality reflects poorly on each other and the entire group as a whole. As principles representing ourselves and our companies and each other, we affirm that we shall make every effort to hold ourselves and each other accountable to the professional conduct standards set herein. 

10. We are on the same team and we have the same goals. Although almost cliche, it’s important that we understand and agree to this ideal - because of the venue floor, when things get hot and the show is on the line, a person’s true character is revealed and his true feelings come to surface. That’s when it’s important that you feel confident that your team has your safety and success in mind; as we would expect from you. We take pride that a common observation from clients and end-clients alike is that we have great chemistry with each other. That’s in part because our Labor Coordinators and Leads are all trained to be mindful of ‘crew complexion’ and ‘scope of work’ when staffing a show. They are also trained to consider the needs of the stagehands, as well as the expectations of the producers. This all lends to our commitment to be adequately prepared by the time you reach the loading dock. But even without the preparation, we believe it takes a good state of mind and a commitment to each of us. We don’t give up on you, unless you give up on yourself first. 

Section Five Strategy for Success There are many staffing and labor companies and payroll agencies across the country. When we set out to form LRM, we didn’t simply want to be another local labor staffing resource or general labor workforce. We wanted to make a difference in the lives and careers of stagehands, at the same time formalize the standards and change the expectations for local labor in the eyes of our community of producers. The keys to our mutual success depends on the following fundamentals 

Accuracy & Communication 

1. Identify and understand the subtle, yet significant differences between producers, stagehands, production companies, as well as geographic regions, social factors, technology, and even the events themselves and the audience experience. 

2. Avoiding assumptions or offering unsolicited criticism about our clients or their end-clients, our vendors, suppliers or your colleagues. 3. Guessing the nature of a design, message, vision, production, execution or expectation of the end-client. 4. Always confirm & verify. 

Legal & Regulatory Compliance 1. Researching and understanding the legal liabilities, responsibilities and requirements enforced by the local, state & federal regulatory 

agencies, including revenue agencies - as well as those from local and national trade associations & unions. 2. Familiarizing yourself and clarifying any uncertainty surrounding our Compliance Strategy, Safety Initiatives & Tactical or Response 

Plans. They are designed and monitored to meet and/or exceed current policies, laws and regulations. 

Valued Resource Partner 1. Committing to your own success and the shared goal of being a valued professional production services partner , both to the 

stagehand and the producer; 2. Demonstrating respect and appreciation for your colleagues and associates for making the same commitment to your success. 3. Refining our processes, humble to listen and learn, eager to examine and regularly reevaluate our services to eliminate waste and 

maximize value. 4. Encouraging engagement, listening to feedback and responding to the ever-changing production management landscape. 

Professional Expectations & Standards [This section will have brief descriptions of each expectation and standard when the final doc is done. Please call us if you would like any particular standard explained.] 

1. Aligning with our strategic and tactical plans a. Procedures b. Processes c. Policies d. Best Practices 

2. Committing to our standards of conduct and measures of success a. Accountability b. Punctuality c. Integrity 

3. Acknowledge understanding of our stakeholder’s expectations. a. Ability to Delivery on Scope of Work b. Confidentiality and Use of Trade Secrets c. Understanding the Purpose & Value of Our Vision 

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Independent Contractor Onboarding Package PAGE 9 OF 24   

d. Protection from Circumvention e. Responsibility to End-Client and Audience 

Best Practices & Recommended Procedures 1. Professional Reputation 

a. Punctuality & Responsiveness i. Show Calls ii. Communications iii. Invoicing 

b. Marketing Collateral c. Personal Presentation & Attire d. Attitude & Behavior e. Training & Experience 

2. Personal Branding a. Branding Elements b. Marketing Collateral c. Long Term Goals d. Well Defined Strategy 

3. Communication a. Availability Checks b. Crew Confirmations & Affirmations c. Expectations & Presentations 

4. Business Operations a. Disciplined Recordkeeping & Bookkeeping b. Prompt Invoicing & Strategic AR  c. Tax Withholding and Quarterly Estimated Tax d. Compliance Audits 

5. On-Site Procedures a. Check-in & Check-out b. Safety Practices c. End Client Interaction d. In case of Injury or Near Miss e. In case of Emergency or Catastrophic Event f. In case of Behavioral Issues 

6. Travel Procedures a. Requests or Procurement 

i. Air Travel ii. Ground Travel iii. Hotel Accommodations iv. Local Transfers 

b. Bus Tours c. Extended Assignments d. Loan-outs e. Billing & Payments f. Per Diems g. End Client Interaction 

7. Demonstrating Value a. Understand Client Needs b. Share Credit / Take Responsibility c. Under Promise, Over Deliver 

8. Demonstrating Leadership a. Managers Manage, Leaders Inspire b. Leaders aren’t assigned, they emerge c. Leaders aren’t taught, they are revealed. d. Mentoring 

9. Forging Partnerships a. Understanding Needs b. Give Before You Take c. Understand the True Cost of Ownership 

10. Invest Into the Future a. Paying Your Dues (not to us, but to your craft) 

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Independent Contractor Onboarding Package PAGE 10 OF 24   

b. Mentorship c. Training Programs d. Certifications Programs e. Mentoring Opportunities f. Private Self-Instruction g. Volunteerism 

Section Six Maximize Your Opportunity / Communicate Your Value Once you’ve returned all the required docs and forms, you’ll increase your rate of success by familiarizing yourself with the most effective ways to perform most processes and which members of our team are best prepared to assist you with your questions or supply your needs. Here are some best practices to help you emphasize your value to our Crew Operations and Account Management Teams 

1. Submit Weekly Availability 2. Reply to text and email communication quickly and clearly. 3. Return requested/required forms on-time 4. Submit change of address/status reports on-time 5. Complete the Crew Skill Set Update form quarterly 6. Present yourself professionally and courteously at all times. 7. Be prepared with invoices/supporting data when calling on invoice payments 8. Sign up for company sponsored training programs. 9. Attend Team Meetings 10. Volunteer for Advisory committees or Steering committees 11. Attend Team meetings 12. Attend open Management/Board meetings 

Team Engagement Programs We’ve continue to deploy new programs and projects to really help involve the crew in the overall direction of the company. Some of the following programs are still active or coming on line this year: 

1. Crew Appreciation 2. Client Appreciation 3. Crew Gifts & Wearables 4. Crew Engagement Events 5. Volunteer Days 6. IATSE Program 7. Training Programs 

a. Heavy Equipment b. Lighting c. Audio d. Video e. Projection f. LED g. Camera h. Rigging i. Production Manager 

Important Processes to Understand 1. Lasso Workforce Management Solution 

a. Tag-Based Skill Matching 

i. Complete Work Order worksheet 

ii. Upload show requirements into Crew Match system 

iii. Verify Crew Match report against Scope of Work  

b. Cloud-based Show Docs 

c. Transparent Crew/Client Communication 2. Calendar Management 3. Invoice Processing 

a. Invoices should be remitted by email to [email protected]

b. Standard terms are Net 30 unless special conditions apply. 

c. Check Run Schedule 

i. Standard Wages 1st & 15th of every month 

ii. Bonus & Perdiums, Reimbursements Thursday of every week. 

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iii. Deposits & Petty Cash Upon Demand (special restrictions apply) 

d. Pay Periods 

i. 1st of each month 1st to the 15th of the month 

ii. 15th of each month 16th to the end of the month 

e. Invoices shall be reconciled against completed sign-in sheet and online clock 

f. Returned to queue for payment 4. Show Doc Prep 

a. Contact List 

b. Work Order 

c. Sign-In Blanks 

d. Safety Meeting Checklist 

e. Injury Claim Form (blank) 

f. Accident/Near Miss Reports (blank) 

g. IRS Form W-9 (blank) 

h. IATSE 3-in-1 Forms (blank) 5. Employer Reports 

a. Crew Roster 

b. Labor Actuals 

c. Labor Finals 

d. Quartner Labor Report 

e. Annual Comp Analysis 6. Emergency Response 7. Workplace Injury 8. Natural Disaster or Catastrophic Event 9. Harassment, Discrimination, Intimidation or Violent Attack 

Section Seven 

Join Our Freelance Roster To assert and confirm your qualification to provide professional services as an Independent Contractor, we require the following documentation prior to your first project assignment. We will keep these documents safely and securely filed, compliant with state and federal regulatory requirements, for review and audit by governing authorities during our regularly scheduled reviews. 

Required Documents 

1. Business License from the municipality or locality you conduct your business. 2. Complete Freelance Agreement and included Exhibits and Addendums 3. Skill Set & Work Experience Self-Assessment Worksheet 4. Completed and signed: 

a. IRS Form W-9 b. Emergency Info Worksheet 

Recommended, but not mandatory: 

1. General Liability Insurance a. Although you are covered while on our job sites, GL insurance ensures the protection of your business and personal assets in 

the event of an accident. 

Recommended Resources 

❏ Quickbooks Contractor Edition ❏ Adobe DC (Document Cloud) ❏ Genius Scan (smartphone scanner utility) ❏ MileIQ (similar program included with QB Contractor) 

Other Online Resources 

❏ For information on which localities you are required to obtain a business license or business permit, you may visit http://www.calgold.ca.gov/ , 

❏ Download at https://www.irs.gov/pub/irs-pdf/fw9.pdf ❏ IRS Webcasts and Webinars: https://www.irsvideos.gov/Business ❏ Secretary of State: http://sos.ca.gov/ ❏ Employment Development Department: http://www.edd.ca.gov/ ❏ Department of Industrial Relations: http://www.dir.ca.gov/ ❏ IRS Independent Contractor Guideline: https//irs.gov/ 

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Independent Contractor Onboarding Package PAGE 12 OF 24   

❏ Cal/OSHA Publications: http://www.dir.ca.gov/dosh/PubOrder.asp#RK 

Getting Started, Next Steps To do our job most effectively we require some basic tools to help us promote, market and sell your service. We have the resources to make most of the materials, but we still need the following info, so that our roster looks consistent. 

1. High resolution headshot 2. High-resolution Activity shot (does not need to be a trade picture) 3. Complete resume, including client list describing roles you served. 4. A brief bio that describes your experience. 500 words is ideal. 5. A copy of, or link to, your current calendar schedule 6. Any logos or branding elements you may use to promote yourself as a freelance stagehand 7. Links to your social media and/or online portfolios (LinkedIn, Behance, Flickr, Medium, Instagram, etc) 

We encourage an open conversation about your needs and goals. Since you’re not an employee, some protections afforded employees are not easily offered or won for the freelancers. In fact, we must carefully comply with ever-changing local, state and federal regulations to maintain your contractor status. You will quickly learn, agencies such as the EDD and IRS are eager to strip that status and it’s difficult to recover. 

In the end, if is your responsibility to know and understand all the requirements, build your brand, promote your business, sell your service, maintain your quality standards and collect your revenue. It’s a long, complicated and time-consuming for a small, one-person operation to take on alone. With a spirit of cooperation and integrity, we look forward to partnering you in this venture. 

It’s a great pleasure to work with so many talented individuals and the whole of this team. We look forward to working with you and eager to get started. In the meantime, if you have any questions or comments, you may contact me directly or speak with your labor coordinator. We are always eager to assist. 

Submitting Onboarding Package 1. Sign agreement & initial Exhibits - [save as .pdf file] 2. Complete the forms & Skill Set Self-Assessment - [save as .pdf file] 

a. You may fill out the Skill Set Self-Assessment online at lrmteam.com 3. Include with PDFs optional promotional materials: 

a. One (1) or more jpg or png head shots for your online profile page b. 200-500 word brief biography describing your character as a stagehand 

4. Image Portfolio, portfolio links, recommendation letters or testimonials - [save all files as .zip file] a. Social Media pages / Online Resumes b. Online or Digital Portfolios or Galleries c. Letters of Recommendation or Testimonials 

5. Return all by email to [email protected]

The Agreement Following the next section is our standard freelance contractor agreement and defines and describes the foundation of an understanding between LRM and its stagecraft professional community. Please read the entire agreement completely and consult your tax advisor or attorney for clarification. 

We are eager to explain the expectations and clarify topics, but we cannot offer legal advice or counsel, and we want you to feel prepared and confident to enter this mutual agreement. 

For basic questions, you may contact: Jennifer Cruz at (650) 533-5403. 

    

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Independent Contractor Onboarding Package PAGE 13 OF 24   

Independent Contractor Agreement  This Independent Contractor Agreement (the “Agreement”) is entered into on _____________ by and between T TODAY’S DATE 

 

___________________________________________, a self-employed event services professional residing at T CONTRACTOR’S LEGAL ENTITY NAME (NAME OR BUSINESS D/B/A) 

 

___________________________________________, providing services as an independent contractor (hereafter T CONTRACTOR’S LEGAL ADDRESS 

 

referred to as the “Contractor” or as “you”); and Alleanza Associates , a broker and independent sales agent of 

professional services providers and event production related services, including freelance stagecraft services 

(hereafter referred to as “Alleanza”), located at 171 Eaton Street, Santa Cruz, CA 95062. 

Both parties hereby agree to the following terms and conditions: 

1. Legal Authorization to conduct trade in the United States: Contractor affirms that it is meets all the regulatory and compliance requirements to conduct trade as a freelance independent contractor. 

a. Contractor affirm that he or she is a legal adult and can verify upon demand that Contractor is over the age of 18 years old, and mentally able to freely enter into this agreement; 

b. Contractor affirms that he or she maintains, and keeps in its possession, a valid and current business license or business tax permit, and is in good-standing, during the current tax year, with the City Clerk for which it resides and/or conducts trade or provides services. i. If Contractor is based or resides in an unincorporated locality or township where a local business tax permit is not required, 

and/or Contractor is not required to have a business license in his county, Contractor agrees to apply for a business license in Santa Cruz County and/or Sonoma County. 

ii. Contractor acknowledges that laws and requirements vary between localities and counties and Alleanza Associates recommends reviewing the business tax requirement for any and all locations in which Contractor conducts trades or provides services. 

c. Contractor affirms they actively service more than one client and income or any such revenue received from Alleanza Associates does not account for more that 50% of Contractor’s projected annual earnings; 

d. Contractor acknowledges and affirms acknowledgement, adherence and compliance with IRS regulations mandating the payment of self-employment tax and quarterly tax payments, as stipulated.  

2. Work Schedule: Contractor shall have the option and freedom to set its own work schedule, including but not limited to, accepting jobs from competing production companies, freelance producers, rental hours and service shows; declining to accept jobs with fear of retribution. In consideration of the industry standard practice regarding client production schedules and call-times, you are free to accept or decline any opportunities which Alleanza Associates makes available from its clients. 

a. Once the schedule is agreed upon, our clients insist that you arrive on the agreed upon time so that the production schedule is successful. 

b. Being 15 minutes early is considered on time, in order to fill out any required paperwork, getting dressed, using the restroom or using your mobile phone 

c. Contractor may do similar work for others any time it wishes, including same=day jobs, as long as the Contractor fulfills its obligations under this Agreement. 

d. Alleanza Associates makes no assertions or expectations of priority on the Contractor’s time and effort.  

3. Attire: A professional appearance is necessary for a favorable impression with clients and consumers. Unless otherwise specified in your Crew Confirmation Work Order, the standard professional stagehand attire required by most of the industry is show blacks. During setup or strike, we recommend you wear setup blacks. 

4. Tools of the Trade: Several governing regulatory authorities, including the IRS and EDD both stipulate that independent contractors are experienced professionals that only use their own tools to provide their services. 

a. Contractor shall not enter a jobsite without the minimum tools required to carry out the assignment or project you accepted. b. Contractor shall not borrow tools from another contractor or from the client.  c. Contractor may not use company tools or resources under any circumstances. d. Contractor affirms he or she has been advised by Alleanza Associates of the penalties for non-compliance and acknowledges that 

failure to pass a surprise inspection and/or audit by a governing regulatory agent may result in the forfeiture of Contractor’s status freelance contractor status, punitive actions by regulatory agencies, possible fines or penalties levied against both Contractor and Alleanza Associates and the possible revocation of services or protections provided under this agreement. 

5. Professionalism: Alleanza Associates does not supervise the Contractor. Our client’s reserve the right to inspect the work, either during the setup, or completed pursuant to this Agreement. 

a. The Contractor will work in a professional manner, having represented that contractor has the necessary special skills, abilities and tools to do so. 

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Independent Contractor Onboarding Package PAGE 14 OF 24   

b. Regardless of the type or nature of your event, your goal is to always recommend the client’s company and its product(s) in a clear, concise, exciting, and professional manner. 

6. Work Area and Surroundings: We expect our professionals to keep their work areas, including Crew Areas, Front of House, Backstage, Loading Docks and Hallways, Rest Areas and Break Areas, and any Audience Areas clean and organized, free from trash and unmanaged tools or tool bags, harnesses, hard hats, personal apparel or any other such personal items. 

a. Contractor agrees not to play loud music, except when approved by client.  b. Crew shall never consume or possess open food containers or beverage containers on active show floors or anywhere sensitive 

electronic equipment is set for use. 

7. Contractor agrees to demonstrate respect and consideration for client sites and venues. 

Examples to avoid: a. Using tables dressed with clean linens to eat crew meals or lay open beverage containers; b. Smoking close to doorways or near guests or visitors; Smoking is prohibited except in authorized areas; c. Loud, course or profane language, inappropriate conversation, disparaging or disrespectful remarks; d. Unauthorized parking areas or accessing areas designated off-limits e. Destruction, defacing or disturbing private property or landscapes. 

8. Administration: You must submit any required forms, contracts and/or addendums, including IRS tax forms, Non-Disclosure Agreement and Freelance Agreement prior to working your first event. Event reports, such as timesheets, accident reports, steward reports or documentation required by the client should be submitted to Alleanza Associates no later than the first business day after your event. You may confirm receipt of any paperwork by emailing or calling Alleanza Associates at (415) 828-8758. 

a. Onboarding Paperwork: Before you can work your first event, you must ensure that your onboarding package is complete. The forms may be mailed, emailed to [email protected]

b. Time Commitments: Contractor are not required to meet a minimum quota and client schedules are subject to change with little notice; and call-backs are verified on the night before the event. You shall work as needed to complete the objective of the program. 

c. Compensation: We shall inform you before you commence work of the payment arrangement approved by our client for your engagement, which is generally paid at a daily rate; however some programs offer an hourly, following certain provisions. 

d. You may exercise your right to negotiate client rates, but any negotiations to your rate must be made with your Alleanza Associates Agent, in writing, at time of booking, prior to the execution of the work.  

e. You shall not engage in negotiating your rate directly with the client, unless otherwise advised or directed. f. If your program requires submission of a signed timesheet, as proof of completion for the client, you are responsible for verifying it 

has been received by the office no later than the first business day following your program, unless otherwise specified. 

9. Pay cycle: Unless otherwise agreed upon in advance, checks shall be processed every Friday afternoon for pick-up at the office or distribution by mail. The cut-off for Friday’s check run is Wednesday afternoon, to allow for verification, as required. 

a. All billing reports, invoices and expense reimbursement requests are due in the office by the end of each cycle’s cut off. Failure to deliver on time requires special handling.  

b. Fees shall be processed no later than ten (10) business days following the event and receipt of your final invoice, or the receipt of any proof of execution paperwork (whichever is later). 

i. Some programs have maintained by accounts that do not submit deposits or pay sooner than 30 days. We shall notify you in advance if an extra processing time is requested. 

c. Reimbursable program expenses shall be paid promptly upon delivery to the office. 

10. Pay Method: All pay is processed via check or EFT via Bill.com or Viewport. You are not required to have a Bill.com account to receive payment. If you elect not to use Bill.com or ePayments, the payables system shall issue a check mailed First Class mail. 

a. It is your responsibility to ensure that Alleanza Associates has your correct address listed in the Alleanza Associates database. Cancellations and reissues of payments may result in the assessment of a $36 fee to cover these transactions. 

b. Changes to your W-9: If any of your information (including name, business name, address, social security number or tax identification number) changes during the period this Agreement is effective, you shall notify Alleanza Associates promptly and submit a new Form W-9 to Alleanza Associates. 

c. Deductions: Alleanza Associates reserves the right to make deductions from your payment if any requirement of this Agreement is not met. The minimum deduction is $25 per day per breach depending on the guidelines of your program. 

11. Taxes: As an independent contractor, you are responsible for payment of any and all taxes, whether state or federal. We will require that you properly execute Form W-9 prior to working with any Alleanza Associates client. 

a. When you earn more than $600 from Alleanza Associates in one calendar year, you will be issued a Form W1099-MISC to assist you in filing your tax returns. 

12. You will serve under this Agreement as an independent contractor, and nothing contained in this Agreement shall be construed to create any relationship of employee and employer, partnership or joint venture between you and Alleanza Associates, or the client of Alleanza Associates you are representing, nor shall you be entitled to any of the benefits afforded employees of Alleanza Associates or a client of Alleanza Associates. 

a. Subject to guidance from the client, you shall have the exclusive control over the means, method and details of fulfilling your obligations hereunder. You shall not have the authority to create or incur any liability, obligation or responsibility for or on behalf of Alleanza Associates or a client of Alleanza Associates, or to bind Alleanza Associates or a client of Alleanza Associates in any manner whatsoever. 

b. You agree that you will not, at any time, represent, either orally or in writing, to anyone that you have any right, power or authority not expressly granted to you by this Agreement. 

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Independent Contractor Onboarding Package PAGE 15 OF 24   

13. Photos: All independent contractor positions are program engagements dealing with the public and may require the submission of photos for your record. Professional photos are requested, but not required. Your photos should be clear and represent you well.  

14. Insurance: In consideration of your engagement and as an independent contractor for Alleanza Associates, you hereby release, discharge and agree to hold harmless Alleanza Associates, its clients, vendors, sub-vendors, strategic partners and other stakeholders and also agree to release company from any liability as a result of any physical impairment or loss during your performance of services pursuant to this Agreement. 

15. Benefits: Alleanza Associates provides its independent contractors comprehensive liability, workers compensation and related liability coverages. As an independent contractor, you are not eligible for unemployment benefits from Alleanza Associates. You are not eligible for any other employee benefits that might be provided by Alleanza Associates, its clients, to its employees. 

a. Alleanza Associates shall not provide the Contractor with, or reimburse the Contractor for hospital, medical, business liability or workers compensation insurance, sick or vacation pay, a work vehicle, bonuses, gas allowances, uniforms, special clothing, computers, office materials, rent, pensions, or any other benefit of employment. 

b. Unless agreed to in advance, Alleanza Associates shall not reimburse for travel expenses, marketing costs, business service subscriptions or other expenses related to the on-going management of your company. 

c. Unless specified by the client, Contractor need not wear uniforms or special clothing while doing work for Alleanza Associates, and Alleanza Associates will provide no such clothing. 

d. Alleanza Associates shall not supply the Contractor with tools, or rent or lease tools or equipment to Contractor. e. You shall be solely liable for loss, damage or theft of your property at client locations. 

16. Breach of Contract: Alleanza Associates reserves the right to terminate this Agreement upon the occurrence of any of the following events, determined in its sole and commercially reasonable discretion. A breach by you of this Agreement may also result in deductions in your compensation. 

a. Failure to meet the performance goals of your program; b. Habitual Tardiness; c. Not reporting for a job, not informing crew operations; d. Walking off a job site; e. Any form of malicious misconduct or violence; f. Misappropriation or any form of theft; g. Falsification or fraud; h. Willful destruction of property; i. Reporting under the influence of alcohol or drugs; j. Failure to honor the confidentiality of Alleanza Associates and/or Alleanza Associates’ clients; 

i. Including but not limited to posting pictures on social media; ii. Reproducing any sensitive data, information, products, literature or information acquired during a program or 

misappropriated from a job site; iii. Profiting directly or indirectly from investments or short sales influenced by confidential information acquired during a 

program or misappropriated from a job site; iv. Making comments about client of program on social media, while representing Alleanza Associates or its partners or 

end-clients; k. Failure to disclose any criminal charge or violation occurring prior to the execution of this Agreement or thereafter during the term of 

this Agreement. l. Any material breach of this Agreement. m. Termination of the program by the client. 

17. Confidentiality: As an independent contractor, you may be privy to sensitive business information of Alleanza Associates and our clients or business partners. The Contractor agrees to keep this information in the strictest confidence. 

a. Types of information: This type of information includes but is not limited to: i. Information regarding Alleanza Associates or Alleanza Associates’ clients’ business (e.g., products, services, customer lists, 

pricing and programs rate information, agency partnerships, marketing plans, and the company staffing database). ii. Technical information (e.g., methods, processes, database information, and staffing program details). iii. Financial information (e.g., payroll, company profits, agency billings, and related program billing rates). iv. And any other information not generally known to the public which, if misused or disclosed, could reasonably be used against 

parties involved. 

18. Length of Obligation: The obligations regarding confidentiality shall remain in effect for one year from the date you sign this Agreement and shall be extended by one year options, effective the latest date of every program, event or tour you work within the duration of this Agreement. It shall remain in effect, for the duration stated, regardless of whether the termination is due to a reason set forth in section 16, or if the Agreement expires at the time indicated in section 28. 

19. Remedies: You agree that in the event of any breach, threatened breach, violation, or evasion of any covenant set forth in section 15 , immediate and irreparable injury will occur to Alleanza Associates, and the client of Alleanza Associates you are representing, that such injury will be impossible to measure or remedy in money damages, and that Alleanza Associates shall be authorized to seek recourse to all equitable remedies, including injunctive relief and/or specific performance, provided such remedies shall not be exclusive of other legal or equitable remedies otherwise available. 

a. You expressly agree that Alleanza Associates shall be entitled to injunctive and other equitable relief in the event of, or to prevent, a breach of any provision of such paragraph. 

b. Should Alleanza Associates have cause to seek such relief, you agree that no bond shall be required and if Alleanza Associates prevails in obtaining any temporary or permanent relief, you shall pay all attorney’s fees and costs that Alleanza Associates may incur. 

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Independent Contractor Onboarding Package PAGE 16 OF 24   

c. The various rights and remedies of Alleanza Associates, and the client of Alleanza Associates you are representing, under this Agreement or otherwise shall be construed to be cumulative and no one of them shall be exclusive of any other or of any right or remedy allowed by law. 

20. Assignability: This Agreement shall be binding upon and inure to the benefit of the parties hereto and their successors, heirs, executors and personal representative, including the successors to the business of Alleanza Associates, but due to the personal nature of this Agreement as it pertains to the Contractor, neither this Agreement nor any rights hereunder shall be assignable by the Contractor. 

21. Judicial Interpretation: Should any provision of this Agreement require judicial interpretation, it is agreed that the court interpreting or construing the same shall not imply a presumption that the terms hereof shall be more strictly construed against one party by reason of the rule of construction that a document is to be construed more strictly against the party who itself or through its agent prepared the same, it being agreed that the agents of all parties have participated in the preparation of this Agreement. 

22. Severability: If any provision of this Agreement is declared invalid, void or unenforceable by a court of competent jurisdiction, the remaining provisions shall nevertheless continue in full force and effect without being impaired or invalidated in any way or to any extent. 

a. Some programs may require the signing of an additional agreement. If additional agreements are required, it will not exempt you from any of the provisions of this Agreement. 

23. Entire Agreement: This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto with respect to the engagement of the Contractor by Alleanza Associates and contains all of the covenants and agreements between the parties with respect to such engagement in any manner whatsoever. Any modification or addition to this Agreement will be effective only if it is in writing and signed by the party to be charged. Some programs, events or tours may require the signing of an exhibit form to cover details specific to that event. If an exhibit form is required for a program it shall not constitute a waiver of the provisions of this Agreement, but shall be in addition to the requirements of this Agreement. 

24. Choice of Law; Venue: This Agreement is being made in the State of California and shall be construed and enforced in accordance with the laws of that state. To the extent that resort to the court system is permitted by this Agreement, the Contractor irrevocably consents to the jurisdiction of the United States federal courts and the state courts located in the State of California in any suit or proceeding based on or arising under this Agreement. The Contractor irrevocably waives the defense of an inconvenient forum to the maintenance of such suit or proceeding. The Contractor further agrees that service of process mailed by first class mail shall be deemed in every respect effective service of process in any such suit or proceeding. Nothing herein shall affect the right of Alleanza Associates to serve process in any other manner permitted by law. 

25. Arbitration: Except as provided in Paragraph 16 hereof, any controversies arising out of the terms of this Agreement or its interpretation shall be settled in San Francisco, CA by a single arbitrator in accordance with the rules of the American Arbitration Association (Commercial Rules). Any award issued as a result of such arbitration shall be final and binding between the parties, and shall be enforceable by any court having jurisdiction over the party against whom enforcement is sought. The costs of the arbitration shall be shared equally by the parties, provided that the fees, costs, and expenses of the prevailing party (as reasonably determined by the arbitrator), including arbitrator’s and reasonable attorney fees incurred in connection with any such arbitration, shall be paid by the losing party in the event the arbitrator determines the proceeding was brought or defended in bad faith by the losing party. The costs and expenses of the prevailing party in collecting any such award shall be paid by the non-prevailing party. 

26. Waiver: Failure to invoke any right, conditions, or covenant in this Agreement by either party shall not be deemed to imply or constitute a waiver of any rights, conditions, or covenants and neither party may rely on such failure. 

27. Headings: Paragraph/section and other headings contained in this Agreement are for reference purposes only and are in no way intended to describe, interpret, define or limit the scope, extent or intent of this Agreement or any provision hereof. 

28. Term of Contract: Regardless of the entry date of this Agreement, it shall remain in effect until the execution date, unless earlier terminated for the reason(s) set forth in section 15 or otherwise. 

29. Further Assurances: Each party shall do and perform, or cause to be done and performed, all such further acts and things, and shall execute and deliver all such other agreements, certificates, instruments and documents, as the other party may reasonably request in order to carry out the intent and accomplish the purposes of this Agreement and the consummation of the transactions contemplated hereby. 

30. No Third Parties Benefited: All of the conditions, representations, and obligations imposed hereunder are imposed or made solely and exclusively for the benefit of the parties to this Agreement, including the client of Alleanza Associates you are representing, and their successors and permitted assigns. No other person shall have standing to require the satisfaction of any condition, warranty, representation or covenant made herein in accordance with its terms or be entitled to assume the existence or absence of strict compliance with any and all of the terms and conditions of this Agreement. 

31. Hold Harmless: The Contractor hereby releases, waives, discharges and covenants not to sue Alleanza Associates, its officers, servants, clients, the client of Alleanza Associates that the Contractor is representing, agencies, agents and employees, including any participating/hiring client company and client contacts or participating/hiring agency and agency contacts, including court costs and attorney fees, from any and all liability, claims, demands, actions and causes of action whatsoever arising out of or relating to any loss, damage or injury, including death, that may be sustained by me, or to any property belonging to me, whether caused by the negligence or otherwise, while participating in the program, or while in, on or upon the premises where the program is being conducted, while in transit to or from the premises, or in any place or places connected with the program. 

 I affirm that I have read the foregoing Agreement, its Exhibits and Affirmations before affixing my signature below and warrant that I am competent and authorized to enter into this Agreement and I fully understand the contents thereof.  

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Independent Contractor Onboarding Package PAGE 17 OF 24   

Agreed & Accepted by,  ________________________________ ________________________ Freelance Contractor Signature Today’s Date 

________________________________ ________________________ Company Name (if applicable) Organized as (Corp, LLC, Sole Prop, etc) 

________________________________ ________________________ Printed Name EIN / TIN / Social Security # 

________________________________ ________________________ Address Mobile # 

________________________________ ________________________ City State & Zip Email Address 

Acknowledged & Accepted by,        

 ________________________________ ________________________ Authorized Company Representative Today’s Date 

________________________________ ________________________ Printed Name Title 

    

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Independent Contractor Onboarding Package PAGE 18 OF 24   

Exhibit A General Expectations | Our Stagehand Code of Conduct It is the goal of Alleanza Associates to provide you with as much business as possible, and in the process eliminate any errors or misunderstandings there may be between the Alleanza Associates office and you. We appreciate you taking the time to familiarize yourself with the following information and we believe that it will make for a better and more efficient relationship between yourself and Alleanza Associates. We advise you to file these guidelines in an easily accessible place for referencing.  

1. Committing to Assignment  When you are booked for a job, kindly keep your commitment. By cancelling, whether at short notice or not, you jeopardize your chances of receiving additional jobs with us in the future. Union members that are called and required to report for their local are exceptions. See your Crew Operations Coordinator for details.  

2. Punctuality  Call Time is typically listed as the time Client expects us to start work not the arrival time. When we present a job to you, we will stipulate the call-time as the time you are “on-the-clock,” however we may also designate a recommended arrival time. This is usually calculated according to our experience in the venue or atypical or unusual conditions we have been advised about. There is no justifiable excuse for tardiness. You are expected to show up early enough to: 

a. Find Venue 

b. Find Parking 

c. Find Report Area 

d. Get Unpacked & Ready for Work 

e. Attend Mandatory Safety Meeting 

f. Be ready to start work precisely at call time 

It is very important to be on time as you are being relied on. If in the event that circumstances prohibit you from being on time, please call your Project Manager or Labor Coordinator immediately. As we are your client, we reserve the right not to call you for jobs. Punctuality is the leading reason why we stop contacting a crew person. Their lack of professionalism reflects on each of us. 

3. Client Interaction  Accepting freelance jobs, directly contracting, any collection of monies, including tips, bonuses, spiffs or other financial instruments constitutes a breach of your agreement, making you liable for compensatory and punitive damages. 

There are times when the client will approach you with a question or concern. As you are a representation of Alleanza Associates, we request that you direct the client to your Labor Head in a friendly and professional manner. We do encourage you to engage with the client and build a foundation of trust and respect, but we prohibit any socializing with the client. Socializing, fraternizing, offering your services or accepting jobs directly is prohibited and will result in termination of your contract agreement.  

4. Minimum Hours  You are contracted to complete a job; not to fulfill hours. At your initial contact by a Labor Coordinator, he/she will provide you with an estimate for the job, but keep in mind that jobs may take longer (or end sooner) depending on the task at hand. Please expected to stay until your job is completed; your Labor Head will excuse you. 

5. Invoicing & Accounts Payable  It’s long been one of our fundamental values and core commitments to get crew paid as quickly as possible. However, we require your commitment to keeping that promise. In order to receive funds billed for projects you’re booked on, we use the billable information you provide us to submit a Labor Actual and Labor Final for client approval, then a final invoice once that’s approved. We have two week net terms with most of our clients, so when it takes us more than a week to close out a job while we wait for invoices or sign-in sheets, we are required to enforce the Net 30 billing we elect for in the Freelance Agreement. 

a. With your help, our goal is to submit the Labor Final report the same day the job closes and present an invoice for payment by the following day. When we can meet that goal, we are able to close the waiting permit to an average of two weeks. 

b. Please note, calling daily to ask when checks will be disbursed does not hasten the process, but actually serves as a distraction for office personnel and labor coordinators. The best way to ensure your check is cut quickly is to get your invoice in as soon as possible. We offer a variety of quick and easy ways to submit a digital invoice from any mobile device. For more information, please see your labor coordinator. 

c. Invoices must have the following information: 

i. Job # or Job Date(s) 

ii. Invoice # (our job # will be substituted if invoice # not provided) 

iii. Full name 

iv. Mailing address 

v. Day(s) and Hour(s) worked 

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Independent Contractor Onboarding Package PAGE 19 OF 24   

vi. Arrival Time, Departure Time 

vii. Position Worked (DEPARTMENT & LEVEL) 

Additional information may be supplied to help us distribute accurate payments, but this is the minimal information required to process payments accurately. Failure to provide any of this information results in special processing that adds additional time to the job closing process. 

6. Client-Required Dress Standards Every Client will have a dress code as directed by the end-client for that specific job. The dress codes are as follows:   

a. WORK CLOTHES - Casual, clean clothes; long pants (jeans), shirt (non-offensive, no logos, no band/tour shirts); 

i. Appropriate work shoes (no sandals, flip-flops, or slippers). 

ii. Dress appropriate for the expected weather. 

b. SET BLACKS: Same as work clothes except all clothing is black. 

c. DRESS CLOTHES: Business casual, dress button down shirt or polo Shirt, Dockers or dress pants, dress shoes. No bright or loud colored clothing. 

d. DRESS BLACKS: Same as Dress Clothes except all clothing is black. Sometimes a black blazer or dress coat may be required. 

e. COAT & TIE: Conservative style suit coat or blazer with a dress shirt, tie, and pants, in a dark or neutral color. Black or brown dress shoes. (men) 

7. Bring Your Own Tools, Appropriate for your role & duties: Unless otherwise instructed, technicians are required to come prepared with the tools required to execute all aspects of the position for which he has accepted. 

a. Technicians are not expected to bring large power tools or major diagnostic tools to the job with them with the exception of battery operated screw guns and hand held meters when appropriate. 

b. Technicians are expected to wear a tool belt and carry the tools that they need to perform their jobs at all times. 

c. Failure to do so when asked by your department head may lead to dismissal. See the tool lists below. 

8. Bring Government-Issued Identification You must bring with you to each job the identification papers needed to complete potential client paperwork or for clearance by venue security. You are required to keep some form of valid, government-issued identification with you on job sites. If you fail to present identification and it is required for your presence, you will be sent home and your pay for that day forfeited. 

9. Be Professional & Courteous The rates and conditions enjoyed by technicians working under the terms and conditions agreed by our clients have guaranteed that our technicians are a valuable, professional resource and shall conduct themselves in a professional manner 

1. Meals are only provided by client when agreed to 2. Do not take merchandise from a client unless the client offers it to you. 

3. Do not solicit food, gifts or other rewards from a client.  

10. Communicate with your Labor Coordinator & Leads We have an on-call Labor Coordinator available 24 hours a day, seven days a week. Should you experience any difficulties regarding a job to which you are going, a job that you are on, or a job that you have already been on, call the hotline number or send a text message. If the problem is an emergency and needs the immediate attention, call (650) 533-5403. Every call also has a Job Lead. If there is any concern or issue on a job please bring it to their attention first before contacting the Labor Coordinator. The Steward should be able to resolve most issues on a job that should arise. If the Steward cannot resolve the issue or concern, then contact the Labor Coordinator. 

DO NOT go to the employer or road crew with any concerns or issues on the job, your Steward and Labor Coordinator have the training and resources to take care of it.  

11. Cell Phone  For the sake of safety, as well as professionalism, cell phone use and/or texting is absolutely prohibited while working on the floor. Crew Leads and Labor Coordinators are authorized to use their cell phones for business use, and only in safe zones with no overhead work or foot traffic. 

12. Social Media Most of our job sites are secured, non-public events. Our clients bind us, which in turn binds you as our representatives, to strict Confidentiality and Non-Disclosure Agreements. Photographing or video recording of show sites, staff, client personnel, client displays or exhibits or any other such reproductions are strictly prohibited. If you are sent a photo or media file, regardless of source, you may not post or share those assets under any circumstances, except with written approval from LRM staff, which may only be obtained according to expressed direction from the end-client. 

 SAN FRANCISCO - LOS ANGELES - SAN DIEGO - LAS VEGAS UNION & FREELANCE STAFFING & PAYROLL SERVICES 

 

Independent Contractor Onboarding Package PAGE 20 OF 24   

13. Sleeping On SIte Sleeping on a job site is a health hazard, safety hazard and has a negative impact on crew morale and client perception. Get a good night’s sleep before show calls. Eat a proper meal at regular meal periods and resist complaining that you’re tired. It’s unprofessional and makes everyone look unprofessional. 

14. No Smoking, Except Designated Areas There shall be NO SMOKING in any areas other than described, designated areas. You shall dispose of your litter in a proper receptacle. 

15. No Drugs or Alcohol We are all committed to a safe work environment. Drugs or alcohol are never permitted at a job site. If it is evident that you are under the influence of drugs or alcohol you will be dismissed from the job and/or the employer, and you are subject to fines and/or discipline according to employer, facility and/or municipality laws and regulations 

    

 SAN FRANCISCO - LOS ANGELES - SAN DIEGO - LAS VEGAS UNION & FREELANCE STAFFING & PAYROLL SERVICES 

 

Independent Contractor Onboarding Package PAGE 21 OF 24   

Exhibit B Alleanza Associates’ Code of Ethics | Our Promise to Our Clients & Stakeholders 

1. Client Service I will serve my clients with honesty, integrity, candor, and objectivity. I will provide my services with competence, using reasonable care, skill and diligence consistent with the interests of my client and the applicable standard of care . 

2. Integrity of the Profession I will avoid actions which promote my own self-interest at the expense of the profession, and I will uphold the standards of the labor management profession with honor and dignity 

3. Fair Compensation I will negotiate fairly and openly with my clients in establishing a basis for compensation, and I will charge fees and expenses that are reasonable and commensurate with the services to be provided and the responsibilities and risks to be assumed. 

4. Representation of Qualifications and Availability I will only accept assignments for which I am qualified by my education, training, professional experience and technical competence, and I will assign staff to projects in accordance with their qualifications and commensurate with the services to be provided, and I will only make representations concerning my qualifications and availability which are truthful and accurate. 

5. Standards of Practice I will furnish my services in a manner consistent with the established and accepted standards of the profession and with the laws and regulations which govern its practice. 

6. Fair Competition I will represent my project experience accurately to my prospective clients and offer services and staff that I am capable of delivering. I will develop my professional reputation on the basis of my direct experience and service provided, and I will only engage in fair competition for assignments. 

7. Conflicts of Interest I will endeavor to avoid conflicts of interest; and will disclose conflicts which in my opinion may impair my objectivity or integrity. 

8. Release of Information I will only make statements that are truthful, and I will keep information and records confidential when appropriate and protect the proprietary interests of my clients and professional colleagues. 

9. Public Welfare I will not discriminate in the performance of my Services on the basis of race, religion, national origin, age, disability, gender or sexual orientation. I will not knowingly violate any law, statute, or regulation in the performance of my professional services. 

10. Professional Development I will continue to develop my professional knowledge and competency is the roles and discipline for which I want to be my best, and I will contribute to the advancement of the stagecraft profession and labor management practice as a profession by fostering mentorship and education and through the encouragement of fellow practitioners.   

 SAN FRANCISCO - LOS ANGELES - SAN DIEGO - LAS VEGAS UNION & FREELANCE STAFFING & PAYROLL SERVICES 

 

Independent Contractor Onboarding Package PAGE 22 OF 24   

Exhibit C Independent Consultant Obligations | Federal Regulatory Compliance This information has been provided in order to ensure our independent contractors understand the requirement to report income, file proper tax forms, pay a quarterly portion of their estimate tax, the their general status as a self- ‑employed independent contractor. This information should not be construed as tax advice. For advice or information about your requirements and process, please contact your tax professional.  

What are My Self- ‑Employed Tax Obligations? 

As a self- ‑employed individual, generally you are required to file an annual tax return and pay estimated tax quarterly.  

Self- ‑employed individuals generally must pay self- ‑employment tax (SE tax) as well as income tax. SE tax is a Social Security and Medicare tax primarily for individuals who work for themselves. It is similar to the Social Security and Medicare taxes withheld from the pay of most wage earners. In general, anytime the wording "self- ‑employment tax" is used, it only refers to Social Security and Medicare taxes and not any other tax (like income tax). 

 

Before you can determine if you are subject to self- ‑employment tax and income tax, you must figure your net profit or net loss from your business. You do this by subtracting your business expenses from your business income. If your expenses are less than your income, the difference is net profit and becomes part of your income on page 1 of Form 1040. If your expenses are more than your income, the difference is a net loss. You usually can deduct your loss from gross income on page 1 of Form 1040. But in some situations your loss is limited. 

See Pub. 334, Tax Guide for Small Business (For Individuals Who Use Schedule C or C- ‑EZ) for more information. 

You have to file an income tax return if your net earnings from self- ‑employment were $400 or more. If your net earnings from self- ‑employment were less than $400, you still have to file an income tax return if you meet any other filing requirement listed in the Form 1040 instructions (PDF). 

I have read and understood the above; and I acknowledge and confirm my self- ‑employment status; and affirm my compliance with those requirements as Independent Contractor.  

I understand and acknowledge,  ________________________________ ________________________ Freelance Contractor Signature Today’s Date 

________________________________ ________________________ Company Name (if applicable) Organized as (Corp, LLC, Sole Prop, etc) 

________________________________ ________________________ Printed Name EIN / TIN / Social Security # 

________________________________ ________________________ Address Mobile # 

________________________________ ________________________ City State & Zip Email Address 

 

     

 SAN FRANCISCO - LOS ANGELES - SAN DIEGO - LAS VEGAS UNION & FREELANCE STAFFING & PAYROLL SERVICES 

 

Independent Contractor Onboarding Package PAGE 23 OF 24   

Exhibit D Tool Kit / Workbox Recommendations 

1. Minimum Requirement a. Black Sharpie b. Black Electrical Tape c. Crescent wrench, 8-10 in d. Hand Screwdrivers e. Hand side cutters or wire type dykes f. Channel locks g. Large knife - pocket or buck type h. Metal measuring tape - 25’ at least i. Tool Belt j. Work Gloves 

2. Recommended Kit a. White Board Tape b. Screw Gun, battery-powered c. Electrician's Multimeter d. Straight claw hammer (16 oz or above) e. Hand pliers f. 50’ Tape measure g. Ratchet Set, ANSI h. Allen Wrench Set, ANSI & Metric i. Hardhat (mandatory for riggers) j. High Visibility Vest (mandatory for riggers) k. Nylon Rope, 50’ 

3. Optional Workbox a. Impact driver, battery-powered b. Torx Wrench Set c. Hand saw d. Wrecking Bar e. Tape, Various Colors f. Fall-Arrest Harness & Lanyard (mandatory for riggers) 

4. Optional Software Resources a. Barco Projector Tool Kit (mobile app) b. Rosco Gel Selector (mobile app) c. Novastar HD   

 SAN FRANCISCO - LOS ANGELES - SAN DIEGO - LAS VEGAS UNION & FREELANCE STAFFING & PAYROLL SERVICES 

 

Independent Contractor Onboarding Package PAGE 24 OF 24 

Exhibit E Freelance Onboard Package Receipt The Crew Operations team at Alleanza Associates worked hard to provide Contractors a simple, yet complete resource to help define our corporate strategy and community goals - and explain our expectations, as well as our promises. We trust that you’ll read the entire packet completely and ask questions if you do not understand any part of our service or operations. 

To verify that you have received and read the most important parts of this packet, we ask you to verify your understanding of the primary points and sign the bottom affirming that you’ve received the Freelance Onboard Packet and that you acknowledge the rights and responsibilities herein. 

I understand and acknowledge, 

________________________________ ________________________ Freelance Contractor Signature Today’s Date 

________________________________ ________________________ Company Name (if applicable) Organized as (Corp, LLC, Sole Prop, etc) 

________________________________ ________________________ Printed Name EIN / TIN / Social Security # 

________________________________ ________________________ Address Mobile # 

________________________________ ________________________ City State & Zip Email Address 

SAN FRANCISCO - LOS ANGELES - SAN DIEGO - LAS VEGAS UNION & FREELANCE STAFFING & PAYROLL SERVICES 

INSTRUCTIONS TO PRINTERSFORM W-9, PAGE 1 of 4MARGINS: TOP 13mm (1⁄ 2 "), CENTER SIDES. PRINTS: HEAD to HEADPAPER: WHITE WRITING, SUB. 20. INK: BLACKFLAT SIZE: 216mm (81⁄ 2 ") 3 279mm (11")PERFORATE: (NONE)

Give form to therequester. Do notsend to the IRS.

Form W-9 Request for TaxpayerIdentification Number and Certification

(Rev. October 2007) Department of the TreasuryInternal Revenue Service Name (as shown on your income tax return)

List account number(s) here (optional)

Address (number, street, and apt. or suite no.)

City, state, and ZIP code

Pri

nt o

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pe

See

Sp

ecifi

c In

stru

ctio

ns o

n p

age

2.

Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. The TIN provided must match the name given on Line 1 to avoidbackup withholding. For individuals, this is your social security number (SSN). However, for a residentalien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it isyour employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3.

Social security number

or

Requester’s name and address (optional)

Employer identification number Note. If the account is in more than one name, see the chart on page 4 for guidelines on whosenumber to enter. Certification

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the InternalRevenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS hasnotified me that I am no longer subject to backup withholding, and

2.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backupwithholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply.For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirementarrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the Certification, but you mustprovide your correct TIN. See the instructions on page 4. SignHere

Signature ofU.S. person ©

Date ©

General Instructions

Form W-9 (Rev. 10-2007)

Part I

Part II

Business name, if different from above

Cat. No. 10231X

Check appropriate box:

Under penalties of perjury, I certify that:

13 I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

TLS, have youtransmitted all R text files for this cycle update?

Date

Action

Revised proofsrequested

Date

Signature

O.K. to print

Use Form W-9 only if you are a U.S. person (including aresident alien), to provide your correct TIN to the personrequesting it (the requester) and, when applicable, to: 1. Certify that the TIN you are giving is correct (or you arewaiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or

3. Claim exemption from backup withholding if you are a U.S.exempt payee. If applicable, you are also certifying that as aU.S. person, your allocable share of any partnership income froma U.S. trade or business is not subject to the withholding tax onforeign partners’ share of effectively connected income.

3. I am a U.S. citizen or other U.S. person (defined below).

A person who is required to file an information return with theIRS must obtain your correct taxpayer identification number (TIN)to report, for example, income paid to you, real estatetransactions, mortgage interest you paid, acquisition orabandonment of secured property, cancellation of debt, orcontributions you made to an IRA.

Individual/Sole proprietor

Corporation

Partnership

Other (see instructions) ©

Note. If a requester gives you a form other than Form W-9 torequest your TIN, you must use the requester’s form if it issubstantially similar to this Form W-9.

● An individual who is a U.S. citizen or U.S. resident alien, ● A partnership, corporation, company, or association created or

organized in the United States or under the laws of the UnitedStates, ● An estate (other than a foreign estate), or

Definition of a U.S. person. For federal tax purposes, you areconsidered a U.S. person if you are:

Special rules for partnerships. Partnerships that conduct atrade or business in the United States are generally required topay a withholding tax on any foreign partners’ share of incomefrom such business. Further, in certain cases where a Form W-9has not been received, a partnership is required to presume thata partner is a foreign person, and pay the withholding tax.Therefore, if you are a U.S. person that is a partner in apartnership conducting a trade or business in the United States,provide Form W-9 to the partnership to establish your U.S.status and avoid withholding on your share of partnershipincome. The person who gives Form W-9 to the partnership forpurposes of establishing its U.S. status and avoiding withholdingon its allocable share of net income from the partnershipconducting a trade or business in the United States is in thefollowing cases: ● The U.S. owner of a disregarded entity and not the entity,

Section references are to the Internal Revenue Code unlessotherwise noted.

● A domestic trust (as defined in Regulations section301.7701-7).

Limited liability company. Enter the tax classification (D=disregarded entity, C=corporation, P=partnership) ©

Exempt payee

Purpose of Form

INSTRUCTIONS TO PRINTERSFORM W-9, PAGE 2 of 4MARGINS: TOP 13 mm (1⁄ 2"), CENTER SIDES. PRINTS: HEAD to HEADPAPER: WHITE WRITING, SUB. 20. INK: BLACKFLAT SIZE: 216 mm (81⁄ 2") 3 279 mm (11")PERFORATE: (NONE)

Form W-9 (Rev. 10-2007) Page 2

Sole proprietor. Enter your individual name as shown on yourincome tax return on the “Name” line. You may enter yourbusiness, trade, or “doing business as (DBA)” name on the“Business name” line.

13 I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Other entities. Enter your business name as shown on requiredfederal tax documents on the “Name” line. This name shouldmatch the name shown on the charter or other legal documentcreating the entity. You may enter any business, trade, or DBAname on the “Business name” line.

If the account is in joint names, list first, and then circle, thename of the person or entity whose number you entered in Part Iof the form.

Specific Instructions Name

Exempt Payee

5. You do not certify to the requester that you are not subjectto backup withholding under 4 above (for reportable interest anddividend accounts opened after 1983 only). Certain payees and payments are exempt from backupwithholding. See the instructions below and the separateInstructions for the Requester of Form W-9.

Civil penalty for false information with respect towithholding. If you make a false statement with no reasonablebasis that results in no backup withholding, you are subject to a$500 penalty. Criminal penalty for falsifying information. Willfully falsifyingcertifications or affirmations may subject you to criminalpenalties including fines and/or imprisonment.

Penalties Failure to furnish TIN. If you fail to furnish your correct TIN to arequester, you are subject to a penalty of $50 for each suchfailure unless your failure is due to reasonable cause and not towillful neglect.

Misuse of TINs. If the requester discloses or uses TINs inviolation of federal law, the requester may be subject to civil andcriminal penalties.

If you are an individual, you must generally enter the nameshown on your income tax return. However, if you have changedyour last name, for instance, due to marriage without informingthe Social Security Administration of the name change, enteryour first name, the last name shown on your social securitycard, and your new last name.

If you are exempt from backup withholding, enter your name asdescribed above and check the appropriate box for your status,then check the “Exempt payee” box in the line following thebusiness name, sign and date the form.

4. The IRS tells you that you are subject to backupwithholding because you did not report all your interest anddividends on your tax return (for reportable interest anddividends only), or

3. The IRS tells the requester that you furnished an incorrectTIN,

2. You do not certify your TIN when required (see the Part IIinstructions on page 3 for details),

You will not be subject to backup withholding on paymentsyou receive if you give the requester your correct TIN, make theproper certifications, and report all your taxable interest anddividends on your tax return.

1. You do not furnish your TIN to the requester,

What is backup withholding? Persons making certain paymentsto you must under certain conditions withhold and pay to theIRS 28% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding includeinterest, tax-exempt interest, dividends, broker and barterexchange transactions, rents, royalties, nonemployee pay, andcertain payments from fishing boat operators. Real estatetransactions are not subject to backup withholding.

Payments you receive will be subject to backupwithholding if:

If you are a nonresident alien or a foreign entity not subject tobackup withholding, give the requester the appropriatecompleted Form W-8.

Example. Article 20 of the U.S.-China income tax treaty allowsan exemption from tax for scholarship income received by aChinese student temporarily present in the United States. UnderU.S. law, this student will become a resident alien for taxpurposes if his or her stay in the United States exceeds 5calendar years. However, paragraph 2 of the first Protocol to theU.S.-China treaty (dated April 30, 1984) allows the provisions ofArticle 20 to continue to apply even after the Chinese studentbecomes a resident alien of the United States. A Chinesestudent who qualifies for this exception (under paragraph 2 ofthe first protocol) and is relying on this exception to claim anexemption from tax on his or her scholarship or fellowshipincome would attach to Form W-9 a statement that includes theinformation described above to support that exemption.

Note. You are requested to check the appropriate box for yourstatus (individual/sole proprietor, corporation, etc.).

4. The type and amount of income that qualifies for theexemption from tax. 5. Sufficient facts to justify the exemption from tax under theterms of the treaty article.

Nonresident alien who becomes a resident alien. Generally,only a nonresident alien individual may use the terms of a taxtreaty to reduce or eliminate U.S. tax on certain types of income.However, most tax treaties contain a provision known as a“saving clause.” Exceptions specified in the saving clause maypermit an exemption from tax to continue for certain types ofincome even after the payee has otherwise become a U.S.resident alien for tax purposes. If you are a U.S. resident alien who is relying on an exceptioncontained in the saving clause of a tax treaty to claim anexemption from U.S. tax on certain types of income, you mustattach a statement to Form W-9 that specifies the following fiveitems: 1. The treaty country. Generally, this must be the same treatyunder which you claimed exemption from tax as a nonresidentalien. 2. The treaty article addressing the income.

3. The article number (or location) in the tax treaty thatcontains the saving clause and its exceptions.

Also see Special rules for partnerships on page 1.

Foreign person. If you are a foreign person, do not use FormW-9. Instead, use the appropriate Form W-8 (see Publication515, Withholding of Tax on Nonresident Aliens and ForeignEntities).

● The U.S. grantor or other owner of a grantor trust and not thetrust, and ● The U.S. trust (other than a grantor trust) and not thebeneficiaries of the trust.

Limited liability company (LLC). Check the “Limited liabilitycompany” box only and enter the appropriate code for the taxclassification (“D” for disregarded entity, “C” for corporation, “P” for partnership) in the space provided. For a single-member LLC (including a foreign LLC with adomestic owner) that is disregarded as an entity separate fromits owner under Regulations section 301.7701-3, enter theowner’s name on the “Name” line. Enter the LLC’s name on the“Business name” line. For an LLC classified as a partnership or a corporation, enterthe LLC’s name on the “Name” line and any business, trade, orDBA name on the “Business name” line.

INSTRUCTIONS TO PRINTERSFORM W-9, PAGE 3 of 4MARGINS: TOP 13 mm (1⁄ 2"), CENTER SIDES. PRINTS: HEAD to HEADPAPER: WHITE WRITING, SUB. 20. INK: BLACKFLAT SIZE: 216 mm (81⁄ 2") 3 279 mm (11")PERFORATE: (NONE)

I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Form W-9 (Rev. 10-2007) Page 3

13

Part I. Taxpayer IdentificationNumber (TIN) Enter your TIN in the appropriate box. If you are a residentalien and you do not have and are not eligible to get an SSN,your TIN is your IRS individual taxpayer identification number(ITIN). Enter it in the social security number box. If you do nothave an ITIN, see How to get a TIN below.

How to get a TIN. If you do not have a TIN, apply for oneimmediately. To apply for an SSN, get Form SS-5, Applicationfor a Social Security Card, from your local Social SecurityAdministration office or get this form online at www.ssa.gov. Youmay also get this form by calling 1-800-772-1213. Use FormW-7, Application for IRS Individual Taxpayer IdentificationNumber, to apply for an ITIN, or Form SS-4, Application forEmployer Identification Number, to apply for an EIN. You canapply for an EIN online by accessing the IRS website atwww.irs.gov/businesses and clicking on Employer IdentificationNumber (EIN) under Starting a Business. You can get Forms W-7and SS-4 from the IRS by visiting www.irs.gov or by calling1-800-TAX-FORM (1-800-829-3676). If you are asked to complete Form W-9 but do not have a TIN,write “Applied For” in the space for the TIN, sign and date theform, and give it to the requester. For interest and dividendpayments, and certain payments made with respect to readilytradable instruments, generally you will have 60 days to get aTIN and give it to the requester before you are subject to backupwithholding on payments. The 60-day rule does not apply toother types of payments. You will be subject to backupwithholding on all such payments until you provide your TIN tothe requester.

If you are a sole proprietor and you have an EIN, you mayenter either your SSN or EIN. However, the IRS prefers that youuse your SSN. If you are a single-member LLC that is disregarded as anentity separate from its owner (see Limited liability company(LLC) on page 2), enter the owner’s SSN (or EIN, if the ownerhas one). Do not enter the disregarded entity’s EIN. If the LLC isclassified as a corporation or partnership, enter the entity’s EIN. Note. See the chart on page 4 for further clarification of nameand TIN combinations.

Note. Entering “Applied For” means that you have alreadyapplied for a TIN or that you intend to apply for one soon. Caution: A disregarded domestic entity that has a foreign ownermust use the appropriate Form W-8.

9. A futures commission merchant registered with theCommodity Futures Trading Commission, 10. A real estate investment trust,

11. An entity registered at all times during the tax year underthe Investment Company Act of 1940, 12. A common trust fund operated by a bank under section584(a), 13. A financial institution,

14. A middleman known in the investment community as anominee or custodian, or 15. A trust exempt from tax under section 664 or described insection 4947.

THEN the payment is exemptfor . . .

IF the payment is for . . .

All exempt payees except for 9

Interest and dividend payments

Exempt payees 1 through 13.Also, a person registered underthe Investment Advisers Act of1940 who regularly acts as abroker

Broker transactions

Exempt payees 1 through 5

Barter exchange transactionsand patronage dividends

Generally, exempt payees 1 through 7

Payments over $600 requiredto be reported and directsales over $5,000 See Form 1099-MISC, Miscellaneous Income, and its instructions. However, the following payments made to a corporation (including grossproceeds paid to an attorney under section 6045(f), even if the attorney is acorporation) and reportable on Form 1099-MISC are not exempt frombackup withholding: medical and health care payments, attorneys’ fees, andpayments for services paid by a federal executive agency.

The chart below shows types of payments that may beexempt from backup withholding. The chart applies to theexempt payees listed above, 1 through 15.

1 2

7. A foreign central bank of issue, 8. A dealer in securities or commodities required to register in

the United States, the District of Columbia, or a possession ofthe United States,

2

The following payees are exempt from backup withholding: 1. An organization exempt from tax under section 501(a), any

IRA, or a custodial account under section 403(b)(7) if the accountsatisfies the requirements of section 401(f)(2), 2. The United States or any of its agencies orinstrumentalities, 3. A state, the District of Columbia, a possession of the UnitedStates, or any of their political subdivisions or instrumentalities, 4. A foreign government or any of its political subdivisions,agencies, or instrumentalities, or 5. An international organization or any of its agencies orinstrumentalities. Other payees that may be exempt from backup withholdinginclude: 6. A corporation,

Generally, individuals (including sole proprietors) are not exemptfrom backup withholding. Corporations are exempt from backupwithholding for certain payments, such as interest and dividends. Note. If you are exempt from backup withholding, you shouldstill complete this form to avoid possible erroneous backupwithholding.

1

1. Interest, dividend, and barter exchange accountsopened before 1984 and broker accounts considered activeduring 1983. You must give your correct TIN, but you do nothave to sign the certification. 2. Interest, dividend, broker, and barter exchangeaccounts opened after 1983 and broker accounts consideredinactive during 1983. You must sign the certification or backupwithholding will apply. If you are subject to backup withholdingand you are merely providing your correct TIN to the requester,you must cross out item 2 in the certification before signing theform.

Part II. Certification

For a joint account, only the person whose TIN is shown inPart I should sign (when required). Exempt payees, see ExemptPayee on page 2.

To establish to the withholding agent that you are a U.S. person,or resident alien, sign Form W-9. You may be requested to signby the withholding agent even if items 1, 4, and 5 below indicateotherwise.

Signature requirements. Complete the certification as indicatedin 1 through 5 below.

INSTRUCTIONS TO PRINTERSFORM W-9, PAGE 4 of 4MARGINS: TOP 13 mm (1⁄ 2"), CENTER SIDES. PRINTS: HEAD to HEADPAPER: WHITE WRITING, SUB. 20. INK: BLACKFLAT SIZE: 216 mm (81⁄ 2") 3 279 mm (11")PERFORATE: (NONE)

Form W-9 (Rev. 10-2007) Page 4

I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Give name and EIN of:

For this type of account:

3. Real estate transactions. You must sign the certification.You may cross out item 2 of the certification.

A valid trust, estate, or pension trust

6.

Legal entity 4

4. Other payments. You must give your correct TIN, but youdo not have to sign the certification unless you have beennotified that you have previously given an incorrect TIN. “Otherpayments” include payments made in the course of therequester’s trade or business for rents, royalties, goods (otherthan bills for merchandise), medical and health care services(including payments to corporations), payments to anonemployee for services, payments to certain fishing boat crewmembers and fishermen, and gross proceeds paid to attorneys(including payments to corporations).

The corporation

Corporate or LLC electingcorporate status on Form 8832

7.

The organization

Association, club, religious,charitable, educational, or othertax-exempt organization

8.

5. Mortgage interest paid by you, acquisition orabandonment of secured property, cancellation of debt,qualified tuition program payments (under section 529), IRA,Coverdell ESA, Archer MSA or HSA contributions ordistributions, and pension distributions. You must give yourcorrect TIN, but you do not have to sign the certification.

The partnership

Partnership or multi-member LLC

9.

The broker or nominee

A broker or registered nominee

10.

The public entity

Account with the Department ofAgriculture in the name of a publicentity (such as a state or localgovernment, school district, orprison) that receives agriculturalprogram payments

11.

Privacy Act Notice

List first and circle the name of the person whose number you furnish. If only one personon a joint account has an SSN, that person’s number must be furnished. Circle the minor’s name and furnish the minor’s SSN. You must show your individual name and you may also enter your business or “DBA” name on the second name line. You may use either your SSN or EIN (if you have one),but the IRS encourages you to use your SSN. List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TINof the personal representative or trustee unless the legal entity itself is not designated inthe account title.) Also see Special rules for partnerships on page 1.

Note. If no name is circled when more than one name is listed,the number will be considered to be that of the first name listed.

Disregarded entity not owned by anindividual

The owner

12.

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You must provide your TIN whether or not you are required to file a tax return. Payers must generally withhold 28% of taxable interest, dividend, and certain otherpayments to a payee who does not give a TIN to a payer. Certain penalties may also apply.

Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons who must file information returns with the IRS to report interest,dividends, and certain other income paid to you, mortgage interest you paid, the acquisition or abandonment of secured property, cancellation of debt, orcontributions you made to an IRA, or Archer MSA or HSA. The IRS uses the numbers for identification purposes and to help verify the accuracy of your tax return.The IRS may also provide this information to the Department of Justice for civil and criminal litigation, and to cities, states, the District of Columbia, and U.S.possessions to carry out their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federalnontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

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Secure Your Tax Records from Identity Theft Identity theft occurs when someone uses your personalinformation such as your name, social security number (SSN), orother identifying information, without your permission, to commitfraud or other crimes. An identity thief may use your SSN to geta job or may file a tax return using your SSN to receive a refund.

What Name and Number To Give the Requester Give name and SSN of:

For this type of account:

The individual

1.

Individual The actual owner of the account or,

if combined funds, the firstindividual on the account

2.

Two or more individuals (jointaccount)

The minor 2

3.

Custodian account of a minor(Uniform Gift to Minors Act) The grantor-trustee

1

4.

a. The usual revocable savingstrust (grantor is also trustee) The actual owner

1

b. So-called trust account that isnot a legal or valid trust understate law The owner

3

5.

Sole proprietorship or disregardedentity owned by an individual

Call the IRS at 1-800-829-1040 if you think your identity hasbeen used inappropriately for tax purposes.

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To reduce your risk: ● Protect your SSN, ● Ensure your employer is protecting your SSN, and ● Be careful when choosing a tax preparer.

Victims of identity theft who are experiencing economic harmor a system problem, or are seeking help in resolving taxproblems that have not been resolved through normal channels,may be eligible for Taxpayer Advocate Service (TAS) assistance.You can reach TAS by calling the TAS toll-free case intake lineat 1-877-777-4778 or TTY/TDD 1-800-829-4059. Protect yourself from suspicious emails or phishingschemes. Phishing is the creation and use of email andwebsites designed to mimic legitimate business emails andwebsites. The most common act is sending an email to a userfalsely claiming to be an established legitimate enterprise in anattempt to scam the user into surrendering private informationthat will be used for identity theft. The IRS does not initiate contacts with taxpayers via emails.Also, the IRS does not request personal detailed informationthrough email or ask taxpayers for the PIN numbers, passwords,or similar secret access information for their credit card, bank, orother financial accounts. If you receive an unsolicited email claiming to be from the IRS,forward this message to [email protected]. You may also reportmisuse of the IRS name, logo, or other IRS personal property tothe Treasury Inspector General for Tax Administration at1-800-366-4484. You can forward suspicious emails to theFederal Trade Commission at: [email protected] or contact them atwww.consumer.gov/idtheft or 1-877-IDTHEFT(438-4338).

Visit the IRS website at www.irs.gov to learn more aboutidentity theft and how to reduce your risk.