About incoming service agreements
These service agreements are contracts between UC San Diego and a (non-federal) client where the client will pay UC San Diego to conduct services, and the service will not result in the development or enhancement of any intellectual property.
"Incoming" refers to the flow of funds - in the context of an incoming service agreement at UC San Diego, the UCSD PI will be paid for conducting routine services, procedures, or testing.
Examples include:
- Routine statistical analysis for a pharmaceutical company
- Cloud storage services at San Diego Supercomputer Center
- Testing a piece of equipment on the Shake Table at UCSD's Structural Engineering Department
Request an incoming service agreement
Only your designated UC San Diego contract officers are authorized to sign agreements binding the University. The requesting PI's department will determine which office handles your incoming service agreement.
VCAA Departments
The OCGA Ancillary Research Agreements team handles Incoming Service Agreements for VCAA departments. Request a new service agreement or amendment to an existing agreement on Blink:
Submit an eForm Request
Go to: Incoming Service Agreement Request eFormInclude required eForm attachments
To initiate an Incoming Service Agreement, provide the following attachments when submitting the eform using the [SELECT FILES] button:
- Service Agreement Template - Upload either A. UCSD's completed and signed template, or B. agreement that needs review
- UCSD's Service Agreement Template, completed and signed by the client: Using UCSD's Service Agreement Template is recommended and preferred, especially when accepted and signed by the client, as it expedites processing and eliminates the need for negotiations. Additionally, our template contains standard terms that align with UC policy.
- New Service Agreement (Word): Fill in Exhibit A and have the client sign the agreement.
- Amendment (Word): Fill in amendment specific information and have the client sign the amendment.
- Agreement that needs contract officer review/negotiation: Clients may request to revise our template, or ask to use their company's draft agreement. This may require additional negotiation to ensure the agreement aligns with UC policy.
- UCSD's Service Agreement Template with redlines or requested revisions
- Client company's draft agreement
- UCSD's Service Agreement Template, completed and signed by the client: Using UCSD's Service Agreement Template is recommended and preferred, especially when accepted and signed by the client, as it expedites processing and eliminates the need for negotiations. Additionally, our template contains standard terms that align with UC policy.
- Detailed Internal Budget - Include Differential Income
- A budget with Differential Income is not required if your department operates as a Recharge Unit.
- For more information, go to Overhead Cost Recovery Rates: Differential Income on the Overview of Self Supporting Activities (SSA) page.
- Form 700-U - Statement of Economic Interests for Principal Investigators (Form 700-U) (PDF)
- Form 700-U is not required when:
- the cost of services is $1,000 or less, or
- the client is exempt (nonprofit educational institutions, foreign governmental entities, and those on the UCOP exempt list)
- Go to COI Forms, for more information.
- Form 700-U is not required when:
VCHS Departments
The Health Sciences Business Contracting Office handles Service Agreements for VCHS departments. Use the VCHS Business Contracting Agreements Application.
Scripps Institution of Oceanography (SIO)
For SIO service agreements, please contact Andrea Lupu at alupu@ucsd.edu.