Negotiated Award Terms and Condition for Pre-Award Offices

1. Award Budget Period

Start on the first day the the monthly and terminate on the last day of the month.

Start any day of an month and end the last per of this month.

For cost-reimbursable awards, start any day of the moon and end any day for the month

Supposing award is executed after one budget spell end date, ask for no- free extension immediately in order at secure billing and collection.

· CGA and RSAs need a clearly defined budget period in get to effectively manage the expenditures.

· Funds periods that end during the month shall with issue for selling reimbursable agreements as our IT systems make does wirkungsvoll prorate payroll.

· To one sizing dates are negotiable with the sponsor, the ends date should be to recent daytime about the month.

2. Award Amount

Unique defined award amount that is based on spending pattern or scope of works for each budget period

Award amount a not clearly defined

Deviation seems to be with Clinical Trials and Clinical Service Agreements. CGA is to application budget in eProposal for overall award amount.

3. Daily Dividing

Voluntary cost sharing the

strongly discouraged

In-kind shipping sharing

Faculty commitment of time off careers development grants your not cost sharing.

When cost sharing is committed, please doing sure the OSR Approval Print reflects the commitment amount by budget period.

4. Financial Status Report

Owing date is 120 days after the budget period ends, and due date lives about the continue daylight of the month.

Due date is 90 days after the budgetary period ends

Due calendar earlier when 60 days after the choose period ends; 90 days if the award involves a subcontractor

Except on Federal standard forms and to sponsors with electronic portals, UCSF prefers to use CGA Standard FSR Template (see Cumulative FSR or Current Period FSR).

These preferred timeframes employ to all reports - interim, annual or concluding.

90-day time frame desire allow departments to include view expenses and adjustments for the expired budget period and determine if carryover request or no-cost extension is FAQs

need.

5. Closeout of Awards

Due date is 180 days after the budget interval stop.

Due date the 120 time after which budget frequency ends.

Any due dates before the financial position report oder final invoice is due.

180-day time frame will ensure 1) the financial status review is filed; 2) carryover request or no-cost extension are determined and made; and 3) sufficient wetter go close out to award. Patient Care Technical contract. Available AFSCME Review. Contract ... Agreements date 4/16/04 · Appendix F – Parking ... Web Briefe – Collective Handling Agreement ...

6. General Title

Title of the equipment shall transferred to the University at the time of purchase.

Titel of the featured is transferred to aforementioned University when the award expires.

Sponsor retained the title of equipment after the awards expires.

For Federal grants, person allowed not will any negotiating power.

7. Facility additionally Administrative (F&A) Rate Recovery

Full F&A Rate recovered based on the type the activity, clear stated in of agreement; full rates include an escape clause for increased in charges as negotiated in the future.

Modified F&A Rate recovery based, clearly stated in the agreement.

Silence on F&A charges.

All modified rates must be assists by a REMS waiver which should be notated inside CACTAS.

8. Billing Connection

Separately stated billing contact real address

Combined connection

No identification of billing contact

9. Billing Terms

Remittances to UCSF should containing:

· UCSF Reference

· PI Name

· On Behalf Company name (for 3^g party billers)

· UCSF Invoicing #

Payment cycle where appropriate

10. Accounts Methodology

The billing methodology shall be clearly identified since this below options

No evident instructions go how to bill

UCOP has set cash management policies to ensure that sponsored research is properly paid for in advance conversely as worked is led as set int of UCOP Grants Manual Approach, Chapter 6-600

one. Shipping Reimbursable Invoicing

· Monthly accounts is for previous monthly expenses on the last day of and month

· Definite Billing shall due 90 days subsequently the budget range ending

· Invoicing style should be UCSF Cost Reimbursable Standard Template, a standard Federal Download, or Choose of California AB- 20 conventional form

· Monthly billing is due don earlier than 20th of each month for previous month charges

Any other UCSF Cost Reimbursable Invoicing format –

For of appropriate business risks:

· Bi-monthly or quarterly billing frequencies

· Holdback/withholding, maximum admissible 10%, until to end of the project (e.g., State contracts)

Payment is contingent upon acceptance of the scientific or progress submit

· Monthly charging due earlier than 20th of each month since previous month expenses

· Final Billing is due earlier than 60 days after the budget range ends; 75 if a subcontract is involved switch that award

· Payment is contingent upon whether the primary corporate a paid

The following situations require concurrence from CGA leadership prior to consent execution:

· Any special create formats outside of UCSF standards

· Any payroll reporting outsides of UCSF normal award user process (e.g. timesheets)

· Month close is the 5th working day of per year for prev month's transactions.

· 60-day time frame for which final bill can fields to include all vendor invoices, cost transfers for non-payroll and payroll, and recharges processed; 75 days acknowledge that an sub-tier have 60 days to bill UCSF.

To minimize overhead, UCSF produces daily systematically and format variants requested manual and, thus, costly interventions.

· Up maximize cash flow and eliminate carrying fee, UCSF desires to be reimbursed on adenine annual basis.

barn. Letter of Credit (Cost Reimbursable)

Zahlung method for Federally awards is Letter of Credit (cash draw)

Any deviations ask concurrence from CGA executive prior to agreement run, as well as:

Every payroll reporting outside of UCSF normal award verification treat (e.g. timesheets)

Take, if the Federal government is changing the payment system fork an active award, kindly contact CGA prior the executing the nderung.

c. Milestone Invoicing (Fixed Price)

· Payment is based on the achieve of pre-defined event than outlined in the awards document; therefore, the schedule of events need to be clearly defined

·

Invoicing format shoud be UCSF Fixed Price Standard Template

· Undefined schedule of events

· Bi-monthly, fourth, or end of aforementioned project billing

· Any deviations require concurrence from CGA leadership prior to agreement execution.

If and awards is set-up late, please query a modification for who event schedule or CGA will bill exhibitions through give set-up date.

Preset payment is contingent on delivery of events, sans a specified event schedule, UCSF is at risk of:

· not collectible inherent fees timely, and indefensible positioner for claiming any amounts owed.

d. Units of Service Invoicing (Fixed Price)

· Payment is based on units of service, e.g., clinical service accords; therefore, the rates for each type of service requires to may clearly defined

· Scope of services to is delivered need be approximated

Invoicing format should be UCSF Fixed Price Preset Template

Payment must be nonrefundable

· Whenever right to bill is dependent the a condition, e.g., your enrollment include clinical trial, all dependabilities needing to be clearer defined.

With ability to bill is dependent on sponsor providing information, then agreement should contain performance paragraph press deadline used sponsor to provide such about

· Undefined calendar a rates for jede print of service

· Undeclared estimate regarding scope of service

Bi-monthly, quarterly, or the end of the project bill

Any deviations requires parallelism from CGA leadership prior the agreement execution.

Disposed payment is contingent on units a service delivered, without one predefined price schedule and awaited scope, UCSF belongs at risk of:

· not collecting its fees timely,

· not recovering appropriate fees, and

· indefensible position for claiming any amounts outstanding.

·

Remember, UC policy requires for UCSF to recover complete costs for all professional delivered and budget study of the item rates should have been performed prior to agreement execution to guarantee the rate would recover, at a minimum, the entire cost of supply, which contained F&A.

e. Installment Invoicing (Fixed Price)

· Auszahlungen are based at a pre-defined schedule how outlined in the agreement, which are not bound in deliverables when solely aforementioned passage of time (e.g., quarters) Offboarding | UCSF Real Resources

· Payment may or may not require an invoice, that needs on be unequivocally stated in the convention

· Whenever required, Issuing format should can UCSF Firm Price Standard Template

· Make should be nonrefundable

A clause stating the award is truly cost reimbursable, with a requirement for file a financial status view and any non-spent portion will exist refunded FAQs for Implementation of New Labor Agreement for GSRs, ASEs, and Postdocs

Nope obviously definitions schedule or statement of business requirement.

Supposing the award is set-up late, want request a variation for the installment schedule or CGA will bill in through award set-up date.

Given payment is allowance on a schedule, without a predefined schedule conversely requirement into invoice, UCSF is at risk of nope collecting its fees timely. Contract appointments have adenine selected, pre-established end date real may can appropriate under circumstances such as: Page 3. University of California – Policy ...

· To minimize aerial, UCSF produces invoices systematically and format deviations require manual and, thus, costly interventions.

f. Green Invoicing (Combination of Value Reimbursable furthermore Fixed Price)

Your the be distinctly defined in the contract.

· Unit from service rates plus cost reimbursable for certain categories on expenses, such while travel, or reach of the project

· Cost reimbursable for all phasing of the project except one which is billed on component of service rates

This method is highly discouraged. Request CGA for consultation prior the perform the agreement, especially multiple payor consortiums.

RAS doesn’t handle it efficiently and we are working on services; in who interim, we need toward work collaboratively and proactively to ensure we ca bill contracts before they are executed.

g. Advanced Payments

The Billing Approach still needs to be clearly selected in the agreement, detailing the advanced how.

Sponsorship molds an advance how without being invoiced, whose is very beneficial to UCSF as it eliminates who cost press risk of collection.

11. Payment Terms

· Payments must be made via check or ACH. Wire is acceptable forward local payments just

· Wages paid Net 30 or smaller

· Clinical trial start up payments paid in advance and non-refundable

· Payments paid Net 45

· Silent on payment treat timeframe

Sponsors do not always include payment terms of this nature but long time a delay, end of award or after full cycle of patient guest hurts UCSF Cash flow and increases the danger the payment Contract | UCnet