University of California Office of the President
Senior Vice President--Business and Finance

Research Administration Office


Memo Operating Requirement

No. 99-05

July 8, 1999

CONTRACT AND GRANT OFFICERS
 

Subject: CANCELLED Interagency Master Agreement No. 99-070, State Board of Equalization


This memo transmits a copy of the subject IMA effective July 1, 1999 through June 30, 2000.

Request for services under the terms of this IMA are to be implemented by mutually acceptable Memoranda of Understanding (MOUs), which are handled by individual campus and Contract and Grant Offices.

 

Refer: Lourdes G. DeMattos
(510) 987-9850
Lourdes.DeMattos@ucop.edu

Subject Index: 02, 22
Organization Index: S-001 

Samuela A. Evans
Contract and Grant Officer 

Enclosure


STATE OF CALIFORNIA

INTERAGENCY AGREEMENT

STD. 13 (REV. 9/89) BOE ELECTRONIC (REV. 10/93)

THIS AGREEMENT is entered into this 1st day of July, 1999 by and between the undersigned State Agencies: Set forth services, materials, or equipment to be furnished, or work to be performed, and by whom, time for performance including the terms, date of commencement and date of completion and provision for payment per (1225 and 8752-8752.1 SAM.)

1. For the purpose of this Agreement with the University of California, the direct costs, and indirect costs as percent of direct costs, allowable for payment shall be identified in this Agreement. The University grants the State, upon reasonable prior notice and identification of materials to be examined, permission to examine University records pertinent to direct costs payable under this agreement solely for the purpose of determining that the costs are consistent with those identified in this Agreement.

2. Purpose

This Interagency Master Agreement (IMA) is between the Regents of the University of California, hereafter known as UC, and the Board of Equalization, hereafter known as Agency. The UC will perform services including, but not limited to, educational, consulting, and/or research services in response to written requests from Agency.


NAME OF STATE AGENCY RECEIVING SERVICES Board of Equalization
NAME OF STATE AGENCY PROVIDING SERVICES Regents of the University of California
CALLED ABOVE (SHORT NAME) Agency
CALLED ABOVE (SHORT NAME) UC
PRINTED NAME AND TITLE OF PERSON SIGNING Robert Sherburne, Contract Manager
PRINTED NAME AND TITLE OF PERSON SIGNING Samuela A. Evans, Contract & Grant Officer
001- General Fund
$500.00


The Regents of the University of California
Interagency Agreement #99-070

7. State Auditor Audit

The contracting parties shall be subject to the examination and audit of the State Auditor, the Agency, and/or their designees for a period of three (3) years after final payment under this agreement in accordance with Government Code Section 8546.7. The examination and audit shall be confined to those matters connected with the performance of the Agreement including, but not limited to, the costs of administering the Agreement.

8. Confidentiality of Data

 

IMPLEMENTATION OF INTERAGENCY MASTER AGREEMENT

11. Provisions Applicable to MOUs

A. Subcontracts

C. Charges

The Agency agrees to pay UC the charges for services provided to Agency pursuant to this Agreement as agreed to in this IMA and as approved by Agency in the MOU. The MOU shall have a description of the standard of work and results expected of the project. 

12. Payment

Upon execution of a MOU under this Agreement, UC campus will be paid in arrears for services rendered and upon receipt of invoices forwarded on a monthly basis. Invoices will provide a statement of actual expenditures by major costs categories incurred during the preceding thirty (30) days and cumulatively. Invoices shall reference this IMA and the applicable MOU and the UC campus Accounting Office address to which payment shall be sent.

Board of Equalization

Accounting Section, MIC:23

P.O. Box 942879

Sacramento, CA 94279-0023

 

Agency agrees to make every reasonable effort to make payment on all invoices to UC no later than 45 days from the date received and mail payment to the appropriate UC campus Accounting Office as designated in the MOU.


Attachment A

  

GENERAL WORK PLAN

 


Attachment B

LIST OF THE UNIVERSITY OF CALIFORNIA

CONTRACTS AND GRANTS OFFICES

Joyce Freedman, Director
Sponsored Projects Office
336 Sproul Hall
University of California
Berkeley, CA 94720
Phone: (510) 642-8110
FAX: (510) 642-8236
Ahmad Hakim-Elahi
Office of Vice Chancellor - Research
410 Mrak Hall
University of California
Davis, CA 95616
Phone: (916) 752-7630
FAX: (916) 752-8671
Christina Hansen, Director
Office of Contract & Grant Admin.
115 Administration Building
University of California
Irvine, CA 92717
Phone: (714) 856-5677
FAX: (714) 725-2094
Patricia Brennan, Director
Office of Research Administration
1400 Ueberroth Building
University of California
Los Angeles, CA 90024
Phone: (310) 825-1431
FAX: (310) 206-4996
Hannah Petzenbaum, Director
Office of Research Affairs
1126 Library South
University of California
Riverside, CA 92521
Phone: (909) 787-5535
FAX: (909) 787-4483
Linda Dale, Director
Office of Contract & Grant Admin.
0934, UC San Diego
9500 Gilman Drive
La Jolla, CA 92093-0934
Phone: (858) 534-3333
FAX: (858) 534-0280
Nancy Wilson, Manager
Contracts and Grants
Scripps Institution of Oceanography
UC San Diego, 0210
La Jolla, CA 92093-0210
Phone: (858) 534-4570
FAX: (858) 534-5306
John Klimek, Manager
Office of Research Affairs
3333 California Street, Suite 301
University of California
San Francisco, CA 94143-0962
Phone: (415) 476-2977
FAX: (415) 476-8158
David Mayo, Acting Manager
Sponsored Projects
3227 Cheadle Hall
University of California
Santa Barbara, CA 93106
Phone: (805) 893-4036
FAX: (805) 893-2611
Bill Clark, Manager
Contracts and Grants Office
399C Applied Sciences Building
University of California
Santa Cruz, CA 95064
Phone: (831) 459-2778
FAX: (831) 459-4989
Carol Berman
Contracts and Grants Coordinator
ANR, Office of the President
1111 Franklin St., 6th fl.
Oakland, CA 94607-5200
Phone: (510) 987-0050
FAX: (510) 763-6436
Amy Sahota
Contract and Grant Officer
Box 1663, MS P292
Los Alamos National Laboratory
Los Alamos, NM 87545
Phone: (505) 667-4107
FAX: (505) 665-5061
Jim Lopez, Finance Manager
P.O. Box 808, L-435
Lawrence Livermore National Lab
Livermore, CA 94550
Phone: (510) 422-9136
FAX: (510) 423-7435
Jeff Weiner, Manager
Sponsored Projects Office
One Cyclotron Rd., MS 90-1070
Lawrence Berkeley Laboratory
Berkeley, CA 94720
Phone: (510) 486-7143
FAX: (510) 486-4386
David F. Mears, Director
RAO, Office of the President
University of California
1111 Franklin St., 5th fl.
Oakland, CA 94607-5200
Phone: (510) 987-9838
FAX: (510) 835-3705
Marguerite McIntyre, Director
Legal Support Services
University of California, San Francisco
1000 Medical Way
P.O. Box 1016
San Francisco, CA. 94143-1016
Phone: (415) 476-0833
FAX: (415) 476-9926
   


UC LAB AND CAMPUS CONTRACTS AND GRANTS OFFICES (7/99)


 

Attachment C

2. UC shall provide the Agency with the following services:

5. Specify the amount to be paid.

7. This MOU may be terminated by either party upon 30 days advance written notice.

AUTHORIZATIONS


______________ __________________________________

Date Authorized Agency Representative

 

______________ __________________________________

Date Authorized UC Representative


Attachment D

INDIRECT COST RATES

  Berkeley Davis Irvine Los Angeles Riverside San Diego San Francisco Santa Barbara Santa Cruz
RESEARCH

On-Campus

Off-Campus
50.4

26.0
44.5

25.5
50.4

25.3
52.0

26.0
47.0

25.4
51.5

26.0
47.5

26.0
46.0

26.0
48.5

24.4
INSTRUCTION

On-Campus

Off-Campus


46.5

26.0


45.0

22.6


52.0

26.0


49.2

26.0


48.0

26.0


53.0

26.0


35.2

26.0


59.1

23.8


51.3

26.0
OTHER SPONSORED ACTIVITIES

On-Campus

Off-Campus






35.4

21.7






38.2

26.0






32.5

26.0






21.5

12.5






33.0

20.1






40.0

24.5






29.1

26.0






32.3

26.0






41.7

22.4
SPECIAL RATES                  
Space Sciences Lab

On-Campus

Off-Campus




36.4

17.7
               
California Primate Center   18.9              
Laboratory for Energy-Related Health Research   18.9              
General Clinical Research Center       12.0          
Slichter Hall       40.0          
Laboratory for Biomedical and Environmental Sciences       40.0          
General Clinical Research Center           26.5      
Nimitz Marine Facility           13.0      
General Clinical Research Center             28.1    
Laboratory for Radiobiology & Environmental Hlth             21.7    
Institute for Theoretical Physics               23.7  



 

Attachment E

UC CAMPUS ACCOUNTING OFFICES

Yi Ann Chou
Extramural Fund Manager
Extramural Funds & Fin Systems
Box 0812, MCB 425
University of California
San Francisco
    Federico Gomez
    Senior Accountant
    Corporate Accounting
    10th Floor, Franklin

    Terry McAuley
    Assistant Accounting Officer
    Contract & Grant Accounting
    2650 Berkeley Place
    University of California
    Irvine, CA 92717

    Bobbi McCracken
    Sr. Accountant
    Accounting Office
    1201 University Ave., Ste. I-208
    University of California
    Riverside, CA 92521

    Winnie Ng
    Manager
    Extramural Funds Accounting
    481 University Hall
    University of California
    Berkeley

Rick Valdivia
Extramural Fund Management
University of California, LA
Wilshire Center, 5th Floor
Los Angeles, CA 90024-1400

    Consuelo Feeley
    Manager
    Extramural Fund Accounting
    3201 Student Affairs Bldg.
    University of California
    Santa Barbara, CA 93106

George Max
Extramural Funds Manager
UC - Davis
Accounting Office
232A University Services Bldg.
Davis, CA 95616

    Larry Castro
    Manager
    Extramural Funds
    109 Applied Science Building
    University of California
    Santa Cruz

 

    Emma Reyes
    Manager
    Extramural Fund Accounting
    UC San Diego
    Accounting Office
    Torrey Pines Center, N 0954
    La Jolla, CA 92090