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 external recharge activity agreement (template) to set up agreements. The standard external recharge activity agreement 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 external recharge activity agreement 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.
How to Set Up an Agreement Using the Standard External Recharge Activity Agreement (Template)
- Work directly with the external client to establish a scope of work and estimated cost for services using budget office-approved rates from your Recharge Approval Letter.
- Once the initial agreement has been reached, complete the Request Form: Standard External Recharge Activity Agreement and have it signed by your department chair, MSO, or other designee.
- Send the following documents to OR Business Contracts, who will then work with the external client to execute an agreement:
- Completed and signed Standard External Recharge Activity Agreement Request Form
- Scope of Work
- Recharge Approval Letter
Additional Requirements for External Clients Working On-Site in a UCSF Core
- Determine the appropriate biological, chemical, radiation, or other safety trainings required and advise the client accordingly, as you would for any UCSF employee using your core.
- Request a Certificate of Insurance (COI) from the external client organization. This should be retained by the core or forwarded to [email protected] for record keeping.