Agency Services Policy

Effective Date:

October11, 2019


New Policy

Policy Review Date:

5 years from effective date

Issuing Authority:

Research Foundation President

Responsible Party:

General Counsel

Contact Information:


Reason for Policy

This document sets forth Research Foundation (RF) policy on establishing and administering agency services to campus-related entities. "Agency services" include human resources, payroll, vendor payment and purchasing services that the RF performs on behalf of a campus-related entity.

"Campus-related entities" include clinical practice management plans, outpatient facilities, affiliated health care facilities, campus-based foundations and affiliated corporations created under the RF Affiliated Corporation Policy.

Statement of Policy

Establishment of an agency services relationship with a campus-related entity requires:


Agency fees can be charged as deemed appropriate by the campus Operations Manager or delegate. The agency fee revenue earned by the campus will be allocated to the campus via the RF Research Management and Support (RMS) allocation. The RF Central Office cost to administer the activity will be assessed and will be deducted as part of the RMS allocation.


The following table outlines the responsibilities for compliance with this Policy:

Responsible Party


Campus President or delegate

Submit request to provide agency services to campus related entities

RF President

Approve or deny request to establish an agency service relationship with a campus related entity

Operations Manager (OM) or Deputy OM or delegate

Comply with policy for campus related activities. Along with the campus president, submit the request for agency services to the RF President

General Counsel (GC) or delegate

Approves agreement

Chief Compliance Officer (CCO) or delegate

Approves insurance requirements

Chief Financial Officer (CFO) or delegate

Provides support for payroll, vendor payment and purchasing services and campus financial risk accountability.

Vice President for Human Resources or delegate

Provides support services for human resource services.


Agency services– fiscal or staffing and human resources services provided to and on behalf of a SUNY campus-related entity.

Fiscal services– accounts payable provided to and on behalf of a SUNY campus-related entity.

Staffing and human resources services- payroll and fringe benefits and human resources services including hiring and recruitment provided to and on behalf of a SUNY campus-related entity.

Related Information

At Risk Policy

Financial Risk Accountability Policy

Responsibility for Losses Policy

SUNY Agency policy and procedure



Change History


Summary of Change

October 11, 2019

Converted procedure into policy with modifications.



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