Get Yale Professional Services Agreement Form

Completing the Yale Professional Services Agreement Form online is a straightforward process that ensures clarity and compliance in your consulting arrangements with Yale University. This guide provides clear, step-by-step instructions to help you fill out the form effectively.

Follow the steps to complete the Yale Professional Services Agreement Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the consultant's name and specify their role as either Principal Investigator or Other. Ensure that the consultant's Social Security Number or Tax ID Number is correctly entered.
3. Provide the name of the employee requiring service, along with their street address, city, state, and zip code.
4. Enter the university account number relevant to the agreement and specify the department associated with the consulting service.
5. If applicable, indicate the sponsoring agency that will provide funding for the agreement.
6. State the term of the agreement, specifying the expected duration for the consulting services.
7. In the funding section, confirm if prior approval is required from the funding agency by selecting 'Yes' or 'No.' If 'Yes,' be sure to attach the approval as Exhibit A.
8. Provide a detailed project description in Exhibit B, including the nature of the services, location of work, equipment provided, and any products expected to be created.
9. Verify the independent contractor status of the consultant by referencing Office Procedure 406. If confirmed, initial the form in the designated area.
10. Complete the representations section by ensuring all statements regarding the consultant's relationship with Yale and compensation rates are accurate.
11. Fill in the compensation section with the consultant's rate, ensuring that any additional fees are detailed, including those contingent on work product.
12. Document any travel or other expenses in the respective sections, ensuring you capture all necessary details for reimbursement.
13. Specify the billing process, outlining how invoices will be submitted along with any documentation required.
14. Review the terms and conditions carefully, making sure all required signatures are obtained from both the consultant and appropriate University representatives.
15. Once all fields are filled out accurately, save your changes, and choose to download, print, or share the completed form as needed.

Complete your Yale Professional Services Agreement Form online today for a smooth consulting experience.