These definitions are specific to UCSF. Other institutions may categorize or name an agreement differently.  

The Industry Contracts Division (ICD) is responsible for Confidential Disclosure Agreements (CDA), Non-Disclosure Agreements (NDAs) and Material Transfer Agreements (MTAs).  

• Professional Service Agreements
• Training Affiliation Agreements
• Sales and Service Agreements

Professional Service Agreements

Submit through the PSA Platform in CACTAS at least 45 days prior to start of services.     Request CACTAS Access

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Training Affiliation Agreements

Submit through the TAA Platform in CACTAS at least 60 days prior to the training start date     Request CACTAS Access

Requests must be submitted by the appropriate school (Dentistry, Medicine, Nursing, Pharmacy or the Graduate Division)

Students interested in training with an agency or at a location outside of the UC system, must first contact their respective school administration office. The school administration office will then submit the official request to the Business Contracts Office via CACTAS.

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Sales and Service Agreements

• Recharge Activity - Internal and External Customers
• External Sales of Education Activities

Recharge Activity - Both Internal and External Customers (F2)

To set up an agreement with an external customer, the designated point of contact from the lab or department should:

1. Review F2 vs F3 Flow Chart
2. Complete the Business Contract Request Form for Established Core Labs 
3. Submit the form (with all signatures) and the Budget Office Recharge Approval letter to [email protected].

Learn More

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External Sales of Education Related Activities (F3) (no internal customers):

1. Review what is NOT an external services agreement.  Also review F2 vs F3 Flow Chart 
2. Complete the Request Form for External Sale of Educational Activity. Completed by the designated point of contact from the lab or department should complete
3. Submit the form and any necessary attachments, to [email protected]
   • If there is no chart string set up for the service activity, include a completed Rate Calculation Sheet

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Search in CACTAS by the CACTAS SA agreement number or the other party's name. 

Request CACTAS Access

The University of California has partnered with Alliant Insurance Services to provide an online system to issue, view and distribute certificates of insurance the University is required to provide to evidence the University’s self-insurance coverages. 

1. Contact your location Risk Manager (Campus / Medical Center) to request access to the Alliant system.

A Certificate of self-insurance is issued to a non-University party as required by agreement and to evidence the required types of coverages are carried and covered by a self-insurance program. Campus and medical center risk management offices are responsible for issuing certificates of self-insurance to the requesting third party. The University of California campus and medical center risk management offices have been delegated the responsibility for issuing certificates of self-insurance. Certificates must comply with the following:

• Certificates should be issued in the legal name of the contracting party.
• The type of coverage and limits should not be greater than required by the contract and should not exceed the self-insurance limits.
• The other party should not be named as an additional insured or loss payee unless it is required by the contract.
• The expiration date should be the expiration date of the contract, license, permit, etc.

When reviewing requests for renewal of certificates, all previous contracts and amendments should be reviewed to assure that the terms and conditions are still consistent with the applicable self-insurance program.

• UCSF HIPAA Implementation (Privacy Office)
• UCOP HIPAA Glossary
• Faculty Consulting Agreements