Is your department going to provide a service to an external client? Send us a request for a revenue contract! Click here!*
*When submitting, please attach:
1. Revenue Contract Request (Form B)
2. A copy of your Rate & Recharge package, OR,
3. If you need a "one-time" approval from Budget & Planning (i.e. your department does not plan to provide the same or similar services to other clients), attach a budget sheet (include all direct costs, and be sure to apply the F&A/NUD markup)
Unsure it's a Services Agreement through our department, or if it's Research?
UC defines research as follows:
The majority of the scope of work involves investigation or experimentation aimed at the discovery and interpretation of facts, the revision of accepted theories or laws in the light of new facts, or the practical application of such new or revised theories or laws. University personnel are involved in decisions regarding the design or implementation of the research and/or the interpretation of the research results. University personnel are credited as authors on papers that emerge from the research. The work carried out by University personnel may (but need not) result in patentable or copyrightable technology or products. May be applied or basic research.
If you're still unsure if your department is performing services or research, see page 2 of the Revenue Contract Request (Form B).
NOTE: you may need a Rate and Recharge package or approval through Budget and Planning prior to contract execution.
Departments will be directed to complete an Unrelated Business Income questionnaire. The Rate & Recharge approval is required annually, and adheres to policies Academic Personnel Manual APM-020 and BFB policy A-56. Note: as a Section 501(c)(3) entity, the UC must be operated exclusively for charitable and educational purposes. We will be looking at your contract request to ensure the substance of the agreement meets the UC Mission, and that your department is recovering costs and assessing F&A.