Establishing Revenue Agreements with Schools & Districts
Why Revenue Agreements
In order to fund ongoing school- or district-based professional learning, Revenue Agreements can be established to between UC Davis-based CSMP sites and statewide offices and local schools and districts. These agreements are based upon an hourly rate, determined by your site / Statewide Office's approved rate agreement.
The Scope of Work
To create a revenue agreement, you'll need to develop a customized scope of work, which will become part of the Revenue Agreement. The scope of work generally includes an overview of the services to be provided, in addition to specific deliverables, such as the number of hours for the program, a description of the participants to be served ("25 seventh-grade science teachers," for example), and individual dates for the program. (An example scope of work is attached to this webpage).
Timeline
Establishing a Revenue Agreement, or modifying an existing Agreement, can be time-consuming as it requires many approvals at the department level, as well as the Finance and Business and Business and Revenue Contracts level. Center staff can facilitate this process for Site and Statewide Office leadership, as long as sufficient time (minimum of one month) is allocated in order to complete all required approvals in advance of the proposed program start date.
What to Expect: the Contracting Process
- CSMP and school leadership develop the scope of work and cost. CSMP site leaders negotiate a scope of work and total cost (based upon a UC Davis-approved rate structure) with the school or district. CSMP Site Director submits SOW and cost to CPSE staff.
- CPSE creates draft agreement created and sends it to school / district offices. CPSE will generate a draft agreement using the SOW and our standard agreement template, and send it to the school or district for approval and signature.
- School / district leadership reviews draft agreement. Assuming the terms are satisfactory, school / district leaders sign and return document to CPSE. (If there are questions or concerns at this stage, please reach out to CPSE Assistant Director Jeremy Till (jjtill@ucdavis.edu) to advise).
- UC Davis Business & Revenue Contracts review and sign. Once the draft agreement is signed by the school district and returned to CPSE staff, CPSE will forward the signed agreement to Business & Revenue Contracts for final execution. Please note: this step can be time-consuming and often takes longer than anticipated.
- UC Davis Business & Revenue Contracts sends fully executed copy to school / district and CPSE and CSMP offices.
Please note: Policy prohibits work from starting until a signed agreement is in place; please submit your request for a new (or modified) revenue agreement at least 30 days prior to the planned program start date.
Submit a request for a Revenue Agreement
Submit a request to invoice a school or district for work completed
Tips for Contracting with Schools and Districts
- Submit agreements early! It can take anywhere from 30 days to more than two months for agreements to be executed by UC Davis Business & Revenue Contracts. Remember, you cannot begin work on an agreement until it is fully executed.
- Share this Page with School or District Partners. As you begin your conversations with school leaders, please share with them this page, which outlines our process for contracting with UC Davis.
- Faster and Preferred: Use the UC Davis Agreement. Encourage the school or district to use the standard agreement template provided by UC Davis rather than their own district agreement form. This will expedite the review and execution process on our campus.
- Slower but Tolerable: Using a school or district agreement form. If the school or district refuses to use the UC Davis agreement and instead requires the use of their own agreement template or form, please direct them to:
- Contact CPSE staff before sending any documentation so that we may coordinate appropriately.
- After the official contact has been made, send agreements or paperwork, as well as any other required documentation to be signed as PDFs to CPSE directly via email.
- Refrain from using InformedK12, DocuSign, or other document management tools to submit agreements or other paperwork to UC Davis for signature. Doing so bypasses our own internal processes and often leads to confusion and delays.