This document describes the procedures used by the Research Foundation (RF) for managing shared and cooperative use of property.
"Shared use" can involve use of private and industrial property and property located at other universities by RF project directors to further their own project goals. It can also involve use of Research Foundation property by these same outside organizations to further their project goals. "Cooperative use" is a special case of shared use in which RF or University property is made available to private sector concerns under conditions which further the education, research, and/or service mission of the Research Foundation and University.
It is economical to make use of property (e.g., high technology research equipment) owned by other universities and by industry whenever possible. The Research Foundation encourages use of outside facilities in projects that RF project directors pursue.
Similarly, it is economical for property owned by the Research Foundation to be made available for shared use by other private, industrial, and outside university projects when appropriate shared use arrangements can be established. This furthers the Research Foundation's ultimate mission of promoting education, research, and public service. However, shared use arrangements must not in any way inhibit or impede the primary project goals.
Cooperative use of property enables private sector concerns or individuals to gain access to RF and/or University property under conditions which further both the objectives of the company or individual and the education, research, and/or public service missions of the RF and University. Several factors should be considered in determining whether a proposed use arrangement is acceptable. The cooperative use should allow for the involvement of faculty, staff, and students in ways that add to their knowledge and professional skills and the external organization should be willing to reimburse the direct and indirect costs of using the property. If SUNY/RF personnel participate in the cooperative use and make contributions that lead to invention, the rights in invention may have to be shared by the external organization with the Research Foundation.
For federal property managed by the Research Foundation, OMB Circular A-110 specifies guidelines for shared use. Shared use must be approved by the federal sponsoring agency providing the property and the order of precedence for shared use shall be the following:
The state has not adopted a formal policy towards shared use of its property, although shared use is permissible if reviewed and approved on an individual basis.
Other sponsors may allow or disallow shared use of their property. If allowed, they may have their own order of precedence for shared use. Their guidelines must be reviewed or, in the absence of specific guidelines, permission must be sought for shared use of property purchased with their funds or furnished directly by them.
The Research Foundation has not adopted a formal policy for shared use of property to which it holds title. Requests for shared use should be forwarded to the operations manager at the operating location and approval will be decided on a case by case basis.
Some of the considerations that influence this determination are the following:
With approval by a federal sponsoring agency, charges for shared use of their property may be permitted. Charges for shared use of property owned by other sponsors may or may not be permissible and the sponsor guidelines must be reviewed in each case.
The Research Foundation may permit shared use charges for its property. Proposed charges must be reviewed by the Office of the Secretary-Treasurer for cost effectiveness. If charges are found to be cost effective, the operations manager can establish and manage an income or service and facilities account for the revenues. Refer to document PM-X-03 for more information about property that generates income and how to account for revenues.
The RF operations manager is responsible for ensuring that
The Office of Legal Affairs and the Technology Transfer Office at central office provide assistance, upon request, in reviewing arrangements for shared and cooperative use of property and in defining patenting, licensing, and working agreements related to shared and cooperative property use.
The Office of the Secretary-Treasurer is responsible for reviewing the cost effectiveness of proposed charges for shared and cooperative use of property.
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