A Successor Agreement is a follow-up agreement. Consultants who have performed work for the university cannot participate in subsequent projects relating to the consultant's findings.
State of California Senate Bill SB 1467 restricts the way UC does business with consultants, employees, former employees, and independent contractors.
It primarily impacts the following business practices of Business & Revenue Contracts:
It prevents the awarding of successor contracts or follow- on agreements to entities providing consulting services to the university.
The statute requires that any person or business entity awarded a consulting services agreement by UC shall not bid on or be awarded a successor contract to provide goods or services required, suggested, or otherwise deemed appropriate in the end product of the original consulting services agreement.
In simple terms, consultants who have performed work for the university cannot participate in subsequent projects relating to the consultant's findings.
If a multi-phase project is contemplated, such as a pilot or prototype, to be followed by full implementation, any agreement should cover all potential phases of the project with appropriate language reserving final cost figures and the university's sole discretion to proceed (or not) with full implementation.