In order to work with external clients that want to use core services, you must first set up a business contract. Most core facilities can use the Standard Business Contract Template to set up agreements. The Standard Business Contract was created to fast-track agreements between core facilities and external clients and includes language that has been pre-approved by OR Business Contracts.
The Standard Business Contract can be used when:
- The core has an established recharge rate approved by the budget office. (For information on establishing a recharge, please contact the Research Resource Program or Office of Budget & Resource Management.)
- The services to be provided do not require any intellectual contribution on the part of any UCSF employee.
If intellectual property will be provided by the core, a Sponsored Research Agreement may be necessary. If the client represents a for-profit organization, please contact the Industry Contracts Division (ICD) of the Office of Innovation, Technology & Alliances. If the client represents a non-profit organization or an agency of the government, please contact UCSF Government and Business Contracts.
How To Set Up An Agreement Using The Standard Business Contract
- Work directly with the external client on establishing a “scope of work" and an estimate cost for services to be provided. Estimates should be derived using budget office approved rates from your Recharge Approval Letter.
- Once the initial agreement has been reached, complete the Business Contract Request Form and have it signed by your department chair, MSO or other designee.
- Send the following documents to OR Business Contracts to initiate the process; OR Business Contracts will then work with the external client to execute an agreement.
- Completed and signed Business Contract Request Form
- Scope of Work
- Recharge Approval Letter
Additional Requirements for External Clients That Will be Working On-Site in a UCSF Core
- Determine the appropriate biological, chemical, radiation, or other safety trainings that the client must take and advise them as such, as you would for any UCSF employee using your core.
- Request a Certificate of Insurance (COI) from the external client organization; this should then be sent in pdf form to UCSF Government and Business Contracts.