The Personal Service Agreement (PSA) is used for the commitment of funds concerning all non-employment contracts for personal services that are required and are not issued on a Purchase Order. Personal services include assistance and services performed by individuals, partnerships or corporations of a professional or technical nature. PSAs are not to be used in place of hiring regular, full-time, part-time, or temporary employees. PSAs will not be authorized for work that has been recognized as belonging to one of the collective bargaining units within the CSCU system.

Personal Service Agreement Resources

This checklist provides all the required paperwork, forms & signatures required before you submit the PSA to Procurement services. All PSAs must be submitted with a W9 attached. 

• PSA Checklist (updated 07/18/2018)
• Blank W9 Form (Updated 5/29/2024)

PSA Procedure

• Connecticut State University System Procurement Manual
  (includes Personal Service Agreement policies and procedures)
• PSA Flowchart of Processes

PSA Late Justification Policy and Requirements

• PSA Late Justification form (updated 1/2/15)
• Policy Memo regarding required Late Justification. (updated 1/2/15)

Personal Service Agreement Templates

• Entertainer Template (Updated 10/01/2025)
• Lecturer Template (Updated 10/01/2025)

Due to concerns regarding the dissemination of personal information, please do not include individual contractor social security numbers on the PSA Form. Federal Employer Identification Numbers for companies may still be included.

PLEASE NOTE: IRS guidelines require certification of every contracted service vendor for tax reporting purposes. It is the Project director's responsibility to request a W-9 form be sent to the University's Accounts Payable Department. The W-9 is required only once unless the contractor's taxpayer information changes (i.e. name change, vendor status, etc.). The W-9 shall be maintained on file in the Accounts Payable Department. Please note that payment to the contractor for services provided shall not occur unless a W-9 is on file. 

• PSA and Honorarium Additional Tips

Employee or Independent Contractor Forms

• Independent Contractor or Employee Determination Questionnaire
• Dual Employment Form (external link)

Tax Forms

• W9 - Request for Taxpayer Identification Number and Certification (external link)
• Income Tax Withholding for Athlete or Entertainer (external link)

Affidavit Forms

• Gift Affidavit Forms (external link)
• State Elections Campaign Contribution Restriction Affidavit (external Link)

For questions regarding Personal Service Agreements, please contact Shawna Cleary at (203) 392-6703