Sales and Services Agreements
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Our office is currently practicing social distancing. We are available to answer your questions. Please refer to our staff directory for contact information.
Sales and Services Agreements are initiated when a campus unit wishes to render a service or provide goods to a non-University user for which revenue is collected. This transaction is appropriate when the furnishing department incurs expense to make available a product or service which is sold to the non-University user for an established price, or at a price based on an established standard pricing method (See Sec. 703-14: Sales and Services Income Guidelines for more details).
When completing a Sales and Services Agreement, developing the scope of work and determining budgets, please note the following:
- Non-University user - A non-University user is either an organization or individual who uses campus services or facilities or purchases goods from a campus unit and who is not a member of the campus community (faculty, staff, students).
- Non-University User Fees or Service Charges - These are the fees levied against organizations or individuals who are not members of the campus community to help cover the cost of using campus facilities, services, or programs.
- Direct Costs - Direct costs are readily identifiable costs which are associated with the furnishing of goods and services by the department.
- Indirect Costs - Indirect costs are costs that cannot be readily identified with or related to a specific department or unit. For the purpose of these guidelines, indirect costs shall include appropriate amounts for campus overhead costs, including Building Usage, Equipment Usage, Operation and Maintenance of Plant, and General Administrative Services.
Required Forms
- Sales and Services Agreement (DOCX)
To ensure departments provide complete details of the requested service, please complete all the required fields in the agreement (marked in red) prior to sending the draft agreement to your designated Analyst for review. - Activity Information Sheet (XLSX)
This form must be completed and submitted to the Budget Office to ensure compliance with University budgetary policies. Procurement Services will not finalize its review of a Sales and Services Agreement without evidence of Budget Office approval.