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UC Provided Goods & Service Agreements

In some situations, the university will agree to provide specialized goods and/or services to non-university entities. If the transaction is minor and likely to occur only one time, departments can use the simplified Special Sale/Service Authorization process.

In some cases the non-university entity may have its own purchase order or business agreement, and it is very important that these be reviewed and approved by Business Contracts before any work begins. In other cases, the other party may not provide an agreement and Business Contracts will then create a customized agreement for the relationship.

Performing work without a signed agreement can lead to serious problems, including indirect acceptance of all terms and conditions, whether permissible to the university or not, on the purchase order or contract, or loss of time and money if there are unresolvable issues. At the very least it may cost the department money when the quoted price omitted indirect costs or can diminish the university's ability to negotiate for critical terms such as publication and ownership of the resulting data or product.

Within the University of California (UC) system, the term "affiliation" is most often used in connection with agreements for training integral to an academic degree when that training will take place in facilities other than those of the student's home institution. These agreements are generally between a UC campus and another accredited academic institution of post-secondary education or are UC campuses. Training agreements are similar to affiliation agreements but are usually established to cover training in a UC Davis facility of students/clients of a nonacademic or unaccredited entity. The agreement considers minimizing risks to students, trainees, employees and clients; supervision; training; academic credit, and tax issues if payment is involved.