Contract Services

Sales and Services Agreements

Sales and Service activities involve the provision of goods or services by UCI to an external client for a fee. Review UCI policy to confirm qualifying activities:

• Sec. 701-23: Sales and Services Activities Policy
• Sales & Service Cost Analysis

Approval to offer recharge services to UC Irvine departments does not authorize Sales & Service activities to external clients.

Steps to Complete

1. Obtain approval from Accounting & Fiscal Services (AFS).
   Complete and submit an Activity Information Worksheet to AFS. Review requirements on the AFS Sales & Service Activities webpage for instructions.
   
   If an approved Activity Information Worksheet is already on file, skip this step.
   
   
2. Prepare and submit agreement documents.
   • Complete a draft Sales and Services Agreement
   • Open a Procurement ServiceNow ticket and select Contracts as the request type and Sales & Service Agreements as the request area.
   • Attach the draft agreement and the approved Activity Information Worksheet, then submit the ticket.
   • The assigned team member will prepare the agreement for client review and signature.
3. Send the draft to the client.
   The Contracts team member will provide the draft agreement for delivery to the client. If the client agrees to use DocuSign, provide the signer’s name and email address to the Contracts team member for routing.
4. Return signed agreements.
   If the client signs outside DocuSign, forward the signed version to the Contracts team member for UC Irvine signature routing. Do not initiate signature routing without Procurement approval.