PSA POS Procurement Standards

Procurement Standards:
For Personal Service Agreements and Purchase of Service Contracts

Description

The Office of Policy and Management (OPM) is required by statute to establish procurement standards for Personal Service Agreements (PSAs) and Purchase of Service (POS) contracts. The procurement standards are applicable to all state agencies as defined in C.G.S. § 4-212 (5) and are effective upon issue.

Procurement Standards Statutes

Connecticut General Statutes (C.G.S.) Section 4-217(a) provides that the Office of Policy and Management (OPM) “shall establish standards for state agencies to follow in entering into personal service agreements. The standards shall include, but not be limited to, provisions for: (1) Evaluating the need to use a personal service agreement, (2) developing a request for proposals, (3) advertising for personal service contractors, (4) evaluating submitted proposals, (5) selecting a personal service contractor, including compliance with section 4a-60g, (6) systematically monitoring and evaluating personal service contractor performance, (7) documenting the entire process for selecting and managing personal service contractors and (8) carrying out any other aspect of such process.

C.G.S. Section 4-70b(e) provides that purchase of service contracts shall be subject to the competitive procurement provisions of sections 4-212 to 4-219, inclusive. Therefore, requiring OPM to establish standards to follow in entering into purchase of service contracts to be included within the procurement standards from OPM.
C.G.S. Section 4-217(b) provides that each state agency shall: (1) Establish written procedures for implementing the standards established by the secretary under section 4-217(a), and (2) submit such procedures to the secretary for his approval. If the secretary disapproves an agency's procedures he shall return the procedures to the agency with recommendations for revisions. On and after July 1, 1994, no state agency may execute a personal service agreement (or purchase of service contract per C.G.S. § 4-70b) unless the secretary has approved procedures established by the agency under this section.

All state agencies written procedures shall be submitted to:

Kevin Meakem
Procurement Policy Development Coordinator
Office of Finance
Office of Policy and Management
450 Capitol Avenue MS#54FIN
Hartford, CT 06106
kevin.meakem@ct.gov

Procurement Standards

Procurement Standards: PSA and POS Contracts Issued: December 5, 2014

REDLINE - Procurement Standards: PSA and POS Contracts Issued: December 5, 2014

RFP Templates

State of Connecticut POS RFP Template Revised: July 20, 2021

State of Connecticut PSA RFP Template Revised: July 20, 2021

Training

OPM/DAS Present: Understanding State Procurement Authorities and Processes Feb 24, 2021

Presentation Slides

Recording

Q&A

Deep Dive on Sole Source Procurement for POS and PSA Contracts April 28, 2021