California Model Agreement Resources

The California State University (CSU), University of California (UC) and the California Department of General Services (DGS), on behalf of the state agencies, signed a Memorandum of Understanding for a standard model agreement format, including standardized proposal requirements for contracts and grants, as part of State Assembly Bill 20 (AB20). The California Model Agreement (CMA) provides model contract terms for use by State of California agencies that fund research, training or service activities performed by campuses of the UC and CSU systems.

CMA Documents

The following documents are also available on the DGS University Model Contract page.

Model Agreement MOU (Updated 2/19/20)
CMA Agreement Template (DOC) (Updated 2/14/20)
University Terms & Conditions (UTC-220), (Exhibit C) (Updated 2/14/20)
Attachment 1 - CSU Campus Auxiliary Organizations (Updated 3/15/2019)
Attachment 4 - Patent Rights (Updated 10/27/15)

Archive

2016 (UTC-116)
2017 (UTC-817)
2018 (UTC-518)
2019 (UTC-319)

CSU Sponsored Programs Guidance Memos on CMA

Guidance SP2017-0823 (8/23/17)
Guidance SP2016-05 (5/1/16)

Information about the CSU Indirect Cost Rate to be used when working with State of California agencies

The California State University, in collaboration with the University of California, will jointly increase indirect cost recovery for on-campus projects funded by State of California agencies up to 40% Modified Total Direct Costs (MTDC). However, if a campus is a subrecipient of federal funds and the State agency is a pass-through entity, as defined in 2 CFR 200.93 and 2 CFR 200.74, respectively, then the campus should budget and receive their federally negotiated rate for the project as specified by 2 CFR 200.331(a)(4).

Rate Schedule

Period	On-Campus	Off-Campus
January 1, 2016 through June 30, 2019	25%	25%
July 1, 2019 through June 30, 2023	30%	25%
July 1, 2023 through June 30, 2025	35%	25%
Starting July 1, 2025	40%	25%

25% of the indirect cost (IDC) rate for state agencies comprises the core administrative component. This component does not recover facility costs necessary to sustain activities on campus.
For on-campus projects, facilities costs will be added each year in increments of 5% until a total Facilities and Administrative (F&A) rate of 40% MTDC is reached.
For projects performed off-campus, only the 25% administrative component will be applied. The off-campus rate will not escalate as the administrative component is capped at 25% MTDC.
The rate in effect for first year of a multi-year project will be the rate used for the entire project unless additional funds (not previously appropriated or budgeted) are awarded. When new funds are added the new budget should include the IDC rate in effect at the time the budget is constructed.