CSU, Chico Research Foundation
Request/Agreement for Campus Program/Enterprise Project
(Non-Grant & Contract Project)
Proj#
New
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 PERIOD From
PROJECT DIRECTOR
to
(maximum term 3 years)
COLLEGE/UNIT
DEPARTMENT/OFFICE
ACTIVITY LOCATION
On Campus
and/or
ZIP
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 Program account(s) #
Program income from grant/contract-project #
Sales of goods (specify type i.e., t-shirts, non-course materials)
Special events (specify type i.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
RF employment
Consultants/Contract Services
Stipends/Honoraria/Awards
Supplies
Postage
Telephone
Software
Printing
Travel
Computers/Printers
Equipment < $5,000
Equipment ≥ $5,000
Room/Facility Rental
Hospitality/Catering
Other
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
 Special events that may require a certificate of insurance (events involving increased liability
or high risk)?
Yes
 Special events where you anticipate serving alcoholic beverages?
Yes
 Using hazardous materials or involvement in a hazardous activity?
Yes
 Working with minors, disabled or elderly? If yes, circle or specify
Yes
 Using volunteers
Yes
No
No
No
No
No
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)
Rev 6/2/2014
PART 6: TERMS AND CONDITIONS
Research Foundation/RESP policies and forms are available at http://www.csuchico.edu/resp/ or http://www.csuchico.edu/rfdn/
CSU, Chico Research Foundation (RF) agrees to monitor and enforce the
following terms and conditions:
 The project has an administrative fee set by the RF Board 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.
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 Administrator
Date
Department 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 Foundation
Date
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 & Finance
Date
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:
Entity RF
Begin 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