Sales & Service

Sales & Service activities and Service Enterprises are governed by Policy 340, available on the APPM website.
 

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Fund Application or Revision

Please submit new and revised fund applications to salesandservice@finance.ucla.edu. Also, forward the original, signed application to the Sales & Service office.

Cover Letter
Checklist
Fund Application/Revision Template
Excel Template

Short Form Services Agreement (Download)

Downloadable Short Form Service Agreements available to document the sale of standardized products or services to outside organizations at uniform, per-unit, pre-established rates that have been pre-approved by the Chair of the Policy Committee on Sales and Service Activities and Service Enterprises (POSSSE) for new applications or the Director-Sales & Service with POSSSE responsibility for revised applications.

Depreciation Schedules

Downloadable Depreciation Schedules to be used for applications/revisions with equipment cost in the rate structure.

Transfer or Close a Sales and Service Fund

Procedures for transferring or closing a Sales & Service fund.

Responsibility Matrix

The Sales & Service Activities decision-making process is complex, involving numerous campus officials, entities and units.

Training & Support

Sales & Service training is held upon sufficient demand from the campus. If you have any questions regarding Sales & Service activities or service enterprises, or if you are interested in attending a training session, please contact the Sales & Service Director.

      Sales & Service

      Phone: (310) 206-4129
      Email: salesandservice@finance.ucla.edu

      Address
      10920 Wilshire Boulevard, Suite 500
      Los Angeles, CA 90024-6541

      Office Hours
      Monday – Friday 9 a.m. to 5 p.m.
      Saturday and Sunday Closed