Procedures for Routing of Personal Services Agreement (PSA)
A contract/PSA should be approved by all signatory authorities before work commences.
•Step 1: The originating department will obtain all the applicable required documents (W-9, Determination form, PSA/Contract, New Vendor request form, etc.) which will include the contractor's signature and the authorized signer for the account charged. For service payments over $500, send all documents to the Tax Compliance Office (Box No. 5119) or firstname.lastname@example.org. For services under $500, send all documents to Accounts Payable (Box No. 5004).
•Step 2: Tax Compliance Officer (Box No. 5119) signature is required for all service agreements $500 and over.
•Step 3: Human Resources approval will be needed if the contractor is currently a PERS member.
•Step 4: Dean or Director approval of originating department will be needed if services are greater than or equal to $5,000.
•Step 5: VP approval will be needed if services are greater than or equal to $10,000.
•Step 6: Office of Research and Sponsored Programs approval will be needed if a restricted account
(contract or grant) will be charged.
•Step 7: Purchasing Department (Box No. 5003). Required for all agreements.