Yale Professional Services Agreement

The university has developed the psCA 3210 FR.01 agreement form, which is to be used for agreements involving total payments of more than $10,000 per commitment. For some agreements, forms and alternative authorizations are required, as indicated in Section 3210.4. The Vice-President for Finance and the CFO and the Corporation`s Audit Committee are responsible for maintaining external auditors who conduct examinations of the university or its specific subdivisions. Any department wishing to hire the same external accountant for other services must first obtain the approval of the Vice President of Finance and Chief Financial Officer and the Corporation`s Audit Committee. The university has developed a Standard Professional Services Agreement that can be used by department administrators for routine consulting agreements. All individual advisory agreements that require payments in excess of $10,000 are required for formal advisory arrangements. For more information, see Directive 3210 Professional Services and Consulting. There are other agreements, commonly referred to as “service agreements,” in which Yale will perform work such as providing medical services at a local clinic or the “service fee.” Under the “services tax” agreement, the external entity would have ownership of the research results, including intellectual property (IP), and would impose confidentiality obligations on Yale, including, possibly, prevention or highly restrictive publications. Such conditions are generally not acceptable to Yale, as such research-related conditions at Yale Yale should allow for control of research (the conduct of the research is to the person of the faculty), the results of this research should be made available to the public through publication and presentation, and Yale should possess a new IP development from the commitment. As a result, “service pricing” agreements are negotiated and approved only in limited circumstances. Agreements for certain types of services require alternative/additional authorizations in accordance with Section 3210.4.

The university should retain external service providers only if the required skills are not available or can be made available by teachers or higher education staff. External service providers generally have specific skills, knowledge or qualifications that are not readily available from university faculties and staff, and expertise is provided temporarily, usually for a fee. For example, service providers may be retained to provide specialized services for business process modernization, IT system development, strategic planning and other management initiatives. Service providers may also be responsible for providing professional services related to the university`s capital, clinical, research and other academic and administrative programs. All contracts must first be signed by an approved signatory of the external provider and then sent to the purchasing department for verification, approval and signature before work begins. Purchasing Services – Provides instructions on supplier selection and contract negotiation; Verifies and approves all agreements; and, upon submitting a properly authorized order request, the PSCA and other supporting documents issue orders if necessary. The university has developed a purchasing guide that contains a comprehensive list of suppliers and purchasing methods for the most frequently purchased goods or services. Once the applicant has established the commercial needs of the purchase, found that the purchase was sound and reasonable, and has confirmed that the costs are below the university`s comparative price threshold, the initiator must review the university`s purchasing guide. External consultants and/or professional service providers are individuals or organizations that provide professional advice and other services to the university for a contractual fee.