CSU, Chico Research FoundationProj#

Request/Agreement for Campus Program/Enterprise Project New

(Non-Grant & Contract Project) Update

PART 1: GENERAL INFORMATION

This agreement between the Project Director and The CSU, Chico Research Foundation (RF) is used to authorize the establishment of a campus program or enterprise (non-grant and contract) project. This agreement is not to be used to establish a project that will receive gifts or donations. Projects must comply with the guidelines, policies and procedures of the RF.

PROJECT TITLE(30 Characters Only Including Spaces!)

PROJECT DIRECTOR PROJECT PERIOD From to

(maximum term 3 years)

COLLEGE/UNITDEPARTMENT/OFFICE ZIP

ACTIVITY LOCATION

On Campus and/or Off Campus: address

REQUIRED FOR CAMPUS APPROVALS: Project Description and explanation of benefit to the University

PART 2: FUNDING SOURCES

REVENUE SOURCES—Check all that could apply

DONATIONS: Do Not Use this form. Contact the University Advancement & Development Office at 898-5297 to establish a University Foundation account.

Transfer from other Campus Programaccount(s)# Program income from grant/contract-project #

Sales of goods (specify type i.e., t-shirts, non-course materials)

Special events (specify typei.e., workshops, conferences,concerts)

Fees collected from students for non-credit optional instructional programs (mandatory student fees are unallowable)

Fees from other than CSU students for non-academic instruction (specify type i.e., participant, non-credit workshop)

Goods incidentally created by educational related activities Goods in support of a student organization

Other (specify)

PART 3: EXPENSE TYPES

NATURE OF ANTICIPATED EXPENSES—Check all expense types you may have during this 3-year agreement

RT-University Personnel SuppliesSoftware Computers/Printers Room/Facility Rental

RF employment Postage Printing Equipment < $5,000 Hospitality/Catering

Consultants/Contract Services Telephone Travel Equipment ≥ $5,000 Other

Stipends/Honoraria/Awards

PART 4: RISK MANAGEMENT

Will the activities of this project involve the following:

  • Use of campus facilities Bldg Room Frequency Event Duration
  • Potential payments (salary/services, honorarium, travel, etc.) to non-US citizens? Yes No
  • Special events that may require a certificate of insurance (events involving increased liability

or high risk)? Yes No

  • Special events where you anticipate serving alcoholic beverages? Yes No
  • Using hazardous materials or involvement in a hazardous activity? Yes No
  • Working with minors, disabled or elderly? If yes, circle or specify Yes No
  • Using volunteers Yes No

PART 5: DISPOSITION OF FUNDS AND ACCOUNT CLOSURE

DISPOSITION OF FUNDS - REQUIRED

Upon closure of project any balance of funds shall be disposed of as follows: transfer to Campus Program. Account #

deposit in State Account #other

ACCOUNT CLOSURE

To close this project, send an email to RF Admin/RESP requesting account closure. Include the following:

  • Reason for account closure
/
  • Proposed disposition of funds
/
  • Equipment location (if applicable)

PART 6: TERMS AND CONDITIONS

Research Foundation/RESP policies and forms are available at or

Rev 6/2/2014

CSU, Chico Research Foundation (RF) agrees to monitor and enforce the following terms and conditions:

  • The project has anadministrative fee set by the RFBoard of Directors.
  • The project funds will not earn interest.
  • The agreement will be reviewed on a 3 year cycle.
  • To continue this project activity past the project termination date referenced above, this form must be updated.
  • Negative balances are not allowed. Accounts with negative balances may be closed and will become the liability/responsibility of the department associated with the project director.
  • All property or equipment purchased from this project is the RF’s property.
  • Disposition of property will be determined at project closure.
  • Project information is available through CDD.Net; therefore, no paper reports will be issued except for Enterprise projects.

Project Director’s Responsibilities include:

  • Ensuring all funds expended on this project will be for the purposes described herein.
  • Signature authority on this agreement.
  • Ensuring expenditures will be made by his/her designated signatories.
  • Certifying that expenditures are in compliance with the educational mission of the University and the policies and procedures of RF.
  • Complying with any and all RF policies, procedures and or directives (as amended from time to time) including the hiring, payment and supervision of employees.
  • Reviewing and monitoring this project and reporting any discrepancies upon discovery.
  • Updating the signature authorization each time the project is renewed or designee changes.
  • Notify RF if the project purpose, sources of revenue or project director change during the project period.
  • Ensuring that University is reimbursed for cost of State personnel or space

utilized by this project.

Rev 6/2/2014

PART 7: AGREEMENT APPROVALS

Initial approval on each line below:

I agree to the 8% administrative fee and that the project funds will not earn interest.

I agree that this project will be direct charged for the use of campus facilities by FRES, AS or RCE.

I agree this project will not have a negative balance unless pre-approved.

I have read this agreement and agree to all terms and conditions.

Project Director’s Signature Date

REVIEWED AND APPROVED BY

VP/Dean/Unit AdministratorDateDepartment Chair (if applicable)Date

By signature below, Research Foundation (not the University) accepts full and complete liability for this program, to include contractual authority, risk of loss, legal and fiscal liability, fiduciary accountability, policy control, and authority to continue or discontinue the project.

Executive Director, Research FoundationDate

I acknowledge that the CSU, Chico Research Foundation has accepted full liability for this program and that there is a direct benefit to the University.

University Designee, Vice President for Business & FinanceDate

PART 8: PROJECT SET UP INFORMATION-RESEARCH FOUNDATION USE ONLY

RF Admin/RESP Approval Date

Type of Account Project #: Project Title:

Project Director /(zip_

Fund Function Division Officer: Dept/School:

EntityRFBegin Date: End Date: Firms:

(select 1)(select 2)(select 3)

RESP Analyst Classification: 1) Campus 2)Non-Credit courses/Conferences/Workshops 3) Operational Efficiencies

(select 5)(select 7) 4)Prog. Income 5) Repayment Accts 6) Risk & Liability 7) Staff Council 8) Other

Reports

(select 8)

Return completed form to Research and Sponsored Programs, zip 870 or RF Administration, zip 246

Rev 6/2/2014