UC SANTA BARBARA PROCUREMENT SERVICES

Form B
REVENUE CONTRACT REQUEST

For use when Departments need a contract when UCSB is providing goods or services.

The information provided on this form will assist Procurement to write a contract, Budget & Planning to vet the activity and budget, and EMF to setup of an account string for the revenue. The policies governing UC-provided services are Academic Personnel Manual APM-020 (PDF) and BFB Policy A-56 (PDF).

The following pages must be completed by the requesting department, not by the client.

To ensure accurate and timely processing:

  1. Please answer all questions in detail on the following pages.
  2. A budget sheet is necessary; it must include a breakdown of the Direct Costs and Indirect Costs, and the IDC rate
1. UCSB Information:
2. Client Information
b. Is this a federal entity?

If yes:

c. Is the Client's funding a pass-through from a federal entity?

If yes:

e. Client contact person, phone # and/or email address for services:
Format for US: 805-893-0000 or (805) 893-0000 ⚠️ Please enter a valid 10-digit US phone number (e.g., 805-893-0000).
3. Invoicing
d. Type of billing:
4. Dates of Service.
5. Location:
6. Scope of Work
7. Service Determination
• Is there potential for patentable or copyrightable technology to be created through this service?
• Does the UC's involvement represent a specific, clearly defined intellectually significant portion of the overall client's award or project?
• Will there be any human or animal subjects?
• Will there be any collaboration efforts with the client, with the possibility of the UC creating or developing Intellectual property?
• Is UC merely working at the direction of the client, with no possibility of UC being an inventor?
• Does your department, or do other departments on campus provide the same, or similar services to other clients?
• Are the services considered routine or off-the-shelf?
• Does your department expect to be able to publish the results of this service?

In determining whether the Agreement is Research (send to Office of Research) or Services (submit through Procurement Services), each factor is examined and analyzed in relation to one another, and no single factor is determinative.

Based on your analysis of the above checked items, this Agreement is determined to be:

Form B-Rev. 09-2026