General Information

• Personal Services Contracts Start-Up Guide for Workday
• Contract Request Form
• Template for Personal Services Contracts
  Draft a contract following the imbedded instructions in this template.
• What services require execution of a personal services contract? (PSC)
• Consultants for Sponsored Projects:  ORSO Guideline 22
  If there is a consultant written into a successful funding proposal, the award does not form a contractual relationship with the consultant.  WSU must execute a contract with that consultant for their services and the deliverables they are expected to produce. Cautions:
  • Avoid verbal agreements with consultants.
  • Do not authorize work by consultant until the WSU personal services contract has been signed by both parties.
  • One of the PI’s is typically designated “Project Manager for WSU” in the contract.  This role shares some responsibilities with the Contract Manager for WSU named in the contract.

Contract Manager Responsibilities

Individuals designated as contract manager in personal services contracts must complete DES contract management courses.  This is a new training requirement, introduced in October 2015. Here’s a list of the courses with Skillsoft links:

Online Contract Management Training required by WA Department of Enterprise Services

• WA State Purchasing & Procurement Ethics
• Contract Management 101 (Part 1)
• Contract Management 101 (Part 2)
• Contract Management 101 (Part 3)
• Contract Management 101 (Part 4)

In total, about 4 hours are needed to complete the five courses.

Contracts Information

• PSC Exhibit A PDF
• Object-Subobject Chart for Personal Services Contract Invoices
• Contract Management Amendment
• See IT Services Chart to determine appropriate type of contract needed
• Information Services Review Questionnaire
  • Complete this questionnaire with the assistance of your Area Technology Officer. If contractor provide IT consulting Services: ie web development, mobile app development or software development. Email to purchasing@wsu.edu, etc.
  • Executive Policy 8 University Data Policies
• Executive Ethics Board approval is needed for contractors who are employees of WSU, UW or any other WA state institution or agency.
• Sole Source Justification for Personal Service Contracts
  Prepare a thorough response to each point and subpoint and email to purchasing@wsu.edu.
• Model Request for Proposal for consulting contract
• Model Contract Amendments
• Personal Services Contracts Business Policies and Procedures 70.50