Business Contracts Teams

The Business Contracts Team provides expert services to campus customers on the following types of agreements:

  • Training Affiliation Agreements (TAA)
  • Outgoing Clinical Professional Service Agreements (PSA), including Medical Director and Call Coverage Services
  • Non-Clinical and Non-Research Outgoing Recharge and Sales Services Agreements

OSR Support Roles

Business Contract Officer/Principal Business Contract Officer

  • Negotiating outgoing clinical and non-research business contracts and  training affiliations agreements 
  • Leading negotiations in international institutional affiliation agreements in collaboration with internal stakeholders such as IRSO, HR, EVCP, Legal, Risk and Privacy offices
  • Collaborating with external parties, Deans’ Offices, Legal, Risk, Privacy and internal administrative service offices to ensure agreements are compliant with UC policies and procedures

Business Contract Associate

  • Assisting Contract Officers with recordkeeping and reports in Salesforce system
  • Drafting TAA and F2/F3 agreements for Contract Officers using UCSF templates
  • Providing all other administrative support to the Business Contrracts Unit as needed
Agreement Types

Professional Fee for Services Agreements (Pro-Fees): Agreement for outgoing clinical patient care, medical director, or call coverage services rendered by an academic unit or faculty within the direct context of the UCSF mission other than research. The agreement is between an outside party and the university (UC Regents), not with individual faculty members.

Sales and Service Agreements: Agreement with the primary purpose of providing "off the shelf" products or services to external entities in support of the university's education, research and public service mission (e.g. teaching a course, calibrating a piece of equipment, core lab services). Agreements will only be executed for recharge activities that have been approved by the Budget and Resource Management (BRM) Office. These agreements are not accounted for in RAS. See the BRM website for examples, overhead considerations and policy. BC supports contracting for the following sales and service activities:

Review the F2 vs F3 Flow Chart 

Training Affiliation Agreements (TAAs): Agreement that permits a resident, fellow or student to participate in clinical work or research training through a non-UCSF institution.  TAAs are used for rotations required for credit by the accreditation organizations of the Schools of Medicine, Nursing, Dentistry and Pharmacy.

Faculty Consulting Agreement: Agreement between an outside party and individual faculty member, not with the university (UC Regents). Funds received by faculty members who provide occasional expertise or advice to outside organizations. Disposition of receipts is governed by the terms of the faculty compensation plans. Payment received by a faculty member for serving as a site visit member, consulting to non-profit companies, medical legal work (professional legal witness) or other similar activity. 

The Business Contracts Unit (BC) provides only a courtesy review of the Faculty Consulting Agreement to highlight potential conflicts between the Agreement and the faculty member’s UC employment agreement. BC reviews of Faculty Consulting Agreements are not legal or other advice, and are not intended to be conclusive. BC recommends that faculty engage outside legal counsel to review the Agreement for terms that may affect faculty personally. BC is not authorized to sign the agreement or negotiate the agreement on behalf of the faculty member. See the faculty consulting section of the academic affairs website for additional information.  Request a Review of Faculty Consulting Agreement (Academic Affairs)

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).  

Request a Business Contract

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 - 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]

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Check the Status of a Business Contract
Professional Liability Insurance: Certificate of Insurance Issuing

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.
Certificates Issued by the University

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 Resources

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Email the Business Contracts Unit

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