Effective Date: |
October11, 2019 |
Supersedes: |
New Policy |
Policy Review Date: |
5 years from effective date |
Issuing Authority: |
Research Foundation President |
Responsible Party: |
General Counsel |
Contact Information: |
518.434.7045 |
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.
Establishment of an agency services relationship with a campus-related entity requires:
The agreement should include:
Once established, an agency services relationship with a campus-related entity must meet the following requirements:
Exceptions to any requirements of this policy require approval of the Chief Financial Officer (CFO).
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 |
Responsibility |
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.
Financial Risk Accountability Policy
Responsibility for Losses Policy
SUNY Agency policy and procedure
None
Date |
Summary of Change |
October 11, 2019 |
Converted procedure into policy with modifications. |
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