Professional Service Contracts (PSCs) An overview and general information SERV January 30, 2014.

Slides:



Advertisements
Similar presentations
Office Of Purchasing and Contracts Procurement Outreach Training Level II - Module C Specialized Agreements.
Advertisements

Payments to Individuals  Independent Contractor/Consulting Agreements Purchasing Presented by: Michelle Hodge.
Online Application Tutorial We’re Hiring.. Register for a new account and take the first step towards and exciting career in the Public Service! Your.
Financial Policies Training: Payments to Individuals for Services (2.3.1) Effective Date: January 1, 2009.
The Basics of Hiring Student Employees What’s different about hiring an international student? Wonderful! Working with an international student can be.
Unclassified Professional and Administrative Staff February 3, 2010.
U.S. Pretrial Services and Probation Office Northern District of Ohio.
Hotel Billing Instructions
Step by Step Process. Checklist and Form Instructions A checklist is provided on the website to help applicants track their progress in completing the.
Hiring Reform Implementation
PRESENTED BY: UNIVERSITY PURCHASING, HUMAN RESOURCES, AND TAX SERVICES PSA TRAINING.
OVERSIGHT & COMPLIANCE BRANCH (OCB) INVOICE PAYMENTS February 16,
Independent Contractor Hiring Process PURPOSE:  To outline the procedure for determining use of Independent Contractor Agreements (also called: service.
Purchasing 101 A guide for department administrators presented by: Heidi Williams January, 2012.
Supervisor Training On-Campus Student Employment.
For West Virginia Department of Education DISCLAIMER This PowerPoint presentation serves only as a snapshot of purchasing regulations. Please visit the.
Fiscal Officer’s Contracting Training May 15, 2008 Memorial Union.
Travel and Accounts Payable Training Presenters: Donna Rayner, Director of Accounts Payable Aisling Reigle – Travel Office.
Promoting Objectivity in Research by Managing, Reducing, or Eliminating Conflicts of Interest UT HOP UT HOP The University of Texas at Austin.
Fair Labor Standards Act April 5 & 6, U.S. Dept. of Labor In Fiscal Year 2006 The Wage and Hour Division collected $172 million in back wages for.
Institutional Memberships November Institutional Memberships New Operational Guideline: Memberships Paid by University Funds can be found at
Brown Bag Information Session on Contracts for Professional Services Presented by Jennifer Schulz, PS Division of Health Policy and Management, School.
Student Affairs Buying 101 Procurement Methods Students First Topic
PURPOSE OF PAYROLL CERTIFICATION 1 The Payroll Certification is an important tool for Fiscal Officers and/or Delegates. It’s purpose is to allow Fiscal.
Financial Management How Can I Spend Award Dollars.
2009 CDBG/CHIP Recipients’ Workshop CDBG LABOR STANDARDS.
An Introduction to ASU Business Processes. Total Funding Sources $1.96 billion.
“AUDITS” Checks and Balances End of Each Fiscal Year. 2. When there is a Change in Officers. Most People will ask….. …. When do I need to do an.
First 5 LA Invoicing & Budget Modification Workshop OHCD Contractors FY
Foundation Financial Services Post Award Nancy Gomez Post Award Analyst.
OFFICE OF INDEPENDENT EDUCATION & PARENTAL CHOICE Monitoring and Reporting 2009 CSP Grant OFFICE OF INDEPENDENT EDUCATION & PARENTAL CHOICE Monitoring.
United States Department of Agriculture Office of Procurement & Property Management Charge Card Service Center USDA Purchase Card Coordinators Procedures.
UAA Fiscal and Administrative Resources blackboard site Available resources and links to fiscal websites How To Instructions.
Foreign Employees and Foreign Vendors Federal Tax Withholding Forms and Procedures.
Every student. every classroom. every day. Professional Services Contracts Overview and Current Processes.
How to Prevent Findings Part 2 Michigan State Police Emergency Management and Homeland Security Division Ms. Jackie Reese, Audit Unit Manager Mr. Richard.
Revised 10/20/04Version 2.4Page 1 of 22 People First Manual Timesheet Training Guide Section 2 -- Training Scenarios.
Travel Update and Review Controller’s Office October 26, 2011.
Reimbursement Statements What you need to know. Let’s Take a Closer Look… …at invoicing, cost ledgers, SB and budget revisions.
Bringing our values to life © 2005 IBM Corporation SWG Vendor Operations – Guidelines for Vendors Setting up a contract with ICS May 2015.
OFFICE OF INDEPENDENT EDUCATION & PARENTAL CHOICE Budget and Finance 2009 CSP Grant OFFICE OF INDEPENDENT EDUCATION & PARENTAL CHOICE Budget and Finance.
San Marino Unified School District Contracts Presentation Presented by: Wesley Lee, Budget Analyst October 28, 2015.
Supervisor Training On-Campus Student Employment.
2013 CDBG Recipients' Workshop CDBG Labor Standards.
Office of Procurement Services.  Vendor Application Website: 
Award Management Services Procurement Outreach Training Level II - Module C Specialized Agreements.
Professional, Personal, Consulting, and Social Services (PPCS) Contracts PRESENTED BY: CELENA D. TILBURY ASSISTANT DIRECTOR FOR CONTRACTS & STRATEGIC SOURCING.
Award Management Services Procurement Outreach Training Level II - Module C Specialized Agreements.
Travel or Conference Training Sponsored by Classified Senate.
Club Best Practices Officer Roles and Responsibilities.
Contract Compliance Training. Department Personnel Office of the General Counsel (OGC) Mario K. Castillo General Counsel John Guest Deputy General Counsel.
Understanding Your Local Chapter’s Federal and State Requirements Incorporate? EIN? Federal Income Tax Umbrella? HELP!!!!
Heritage Trust Fund Grant Orientation Session. HTF Staff and Contact Information Katrina Ringler Grants Manager ext. 215
PTA Treasurer Ensure the unit’s financial records are audited according to the bylaws before assuming his or her duties; Ensure the filing of the unit’s.
OPTIONAL PRACTICAL TRAINING 17-MONTH EXTENSION (OPTX)
Business Office “COUNT ON SATISFACTION”
Contract Compliance Training
Independent Contractor Process New and Improved
Montclair State University Affirmative Action Requirements
SmartLaborII Supplier Training Overview October, 2016.
Contract Compliance Training
Supplier Training Overview February 2018
THE OFFICE OF PROCUREMENT CONTRACT TRAINING MAY 2018
Oral statements or discussion during the Pre-Bid Meeting will not be binding, nor will they change or affect the IFB or the terms or conditions within.
Brown Bag Breakfast Briefing: Professional Service Providers
Payments to Non-Resident Aliens
Business Office Tutorial
Independent Contractor Process New and Improved
Agency Account Training
Fig Meeting January 24, 2019.
Presentation transcript:

Professional Service Contracts (PSCs) An overview and general information SERV January 30, 2014

PSC - Definition The PSC is a means by which contracted services can be obtained, employee vs. independent contractor status can be determined, and the interests of the University protected. The document can be found at: rev3.pdf rev3.pdf

PSC Use The PSC is only to be used for customized services: with independent contractors that are for professional, or technical services that are predominantly intellectual in nature and require specialized knowledge In most cases the services are of a specific project nature and not ongoing.

PSC Use Continued An independent contractor provides service for the university but is free from immediate control or direction in the performance of his or her work under a contract of service A worker is an employee if the person for whom he works has the right to direct and control him concerning when and where to do the work

PSC and MSU Employees Individuals currently employed by the university may not be paid as an independent contractor. Individuals who were previously employed by the university may not be paid as an independent contractor in the same calendar year that they were an employee performing the same duties

Conflict of Interest Disclosure Form PSCs with Individuals who have relatives employed with MSU must include the PSC Conflict of Interest Form This form is located at: interest.pdf interest.pdf

PSC General Information The PSC is intended for use with contracted services only, not for the procurement of printed materials, other products or any service involving labor. The PSC form is completed (for contracts of $600 or more) and sent to the proper Institute Fiscal Officer (FO), ANR Events, or other unit as indicated.

PSC General Information - continued For services under $ Disbursement Voucher (DV) may be processed as a means for payment for services without completing the PSC For contracted professional services ≥ $ MSUE departments need to complete the PSC (and submit it to the Institute FO, ANR Events or other unit), or Hire an individual on a project pay basis through Human Resources as a temporary employee. University limits when project pay may be used Project pay must be carefully considered with respect to possible affordable care act costs

PSC General Information - continued Payments for honoraria, speakers and performers do not require a PSC or requisition by MSU. MSUE requires a PSC is completed and sent to the Institute FO or ANR Events, for any honoraria, speaker or performer payments ≥ $600 This will protect MSUE’s interests and ensure that the service being provided meet the criteria on page three of the PSC document.

PSC Payments < $600 In the cases of Honoraria/Speaker/Performer payments less than $600 Can be processed using a DV along with the completed Honoraria/Speaker/Performer Checklist, available in Section 71 of the MBP: Please pay special attention to the: “Documentation (check one or more)” section on the checklist Attach and submit the required documentation with the checklist along with your payment request to the MSUE Business Office or ANR Events via . In the body of the please confirm that the following statements are true:

Honoraria/Speaker/Performer Checklist Person requesting payment for honoraria/speaker/performer < $600 should make sure the following criteria are accurate for (U.S. citizens and permanent residents only): The above-referenced service provider presented a lecture or address, conducted a training session as a one-time or occasional speaker, or presented a performance. The service provider is not a current employee or student at Michigan State University. The service provider does not receive extensive instructions on how to perform his/her job. The service provider does provide or could be available to perform this job at other businesses/schools. The service provider does not receive benefits from Michigan State University. The university and the service provider agree, either in writing or orally, that the relationship is strictly that of an independent contractor.

Honoraria/Speaker/Performer Checklist - continued Include in the the account/subaccount that the Honoraria/Speaker/Performer payment is to be issued from. Include a business purpose for the payment in the body of the as well. Attach a W-9 completed by the contractor.

PSC Completion PRIOR to Service Being Provided The PSC document is not intended for use as an “after-the-fact” means of paying suppliers for services All PSC documentation is to be completed in advance of bringing a contractor on board to perform a specific set of activities if payment is $600 or more

PSC Over $15,000 No Competitive Bid A sole or single source justification is required for a PSC over $15,000 when competitive bids are not sought

PSC and External Agency Maximum Limits – Check First! Some agencies have maximum consultant rates Dept. of Justice: $450/day National Science Foundation: $521/day (Executive Schedule Level IV Federal employee) Other agencies have various maximums.

PSCs and RC Accounts PSC’s on RC accounts must include the following information. Dates that are within the project period. Rate Justification. Distinction between services and expenses. Reminders for PSC payments on RC accounts Copies of receipts must be submitted for all expenses Invoice must include dates of service and signature The department/PI should verify that consultant expenses comply with agency and university restrictions

PSCs and CGA CGA approval is not required for PSC payments However CGA may spot-audit the payment and/or request further information!

PSC Types of Services Examples of services for PSC: Interpreters Researchers Freelance writing Educational advisory services Speakers Lecturing/training for longer period of time

Questions Holly A. Lacina, MPA MSU Extension Business Office Children and Youth Institute Justin S. Morrill Hall of Agriculture 446 West Circle Drive, Room 160 East Lansing, MI Phone: Fax: MSUE BUSINESS OFFICE WEB SITE: