End User Changes

GO LIVE May 13, 2010

PS Grants Implementation

Agreement Management

Proposal ID = ORA Number

Department = Department responsible for agreement management

Document Type = Type of agreement/submission

Proposal Status = Draft, Awarded, Institution Approved, Not Funded, Submitted, Void or Withdrawn

ORA Staff = Professional Staff (SPA or CS) assigned to project

Sponsor = External agency

PI Name = Principal Investigator on the project

Short Description = limited characters of project title (First 20)

Agreement Management: Negotiations

HEADER• Data populates from Proposal Maintenance

screen• Searchable data• Description of data

- Proposal ID = ORA Number

- Description = limited characters of project title

- Sponsor = external agency

- ORA Staff = SPA or CS assigned to project

- Document Type = type of agreement/submission

- PI Name = Principal Investigator on the project

- Dept ID = Department responsible for agreement management

- Assurance # = Correlating regulatory number (IRB/IACUC/Protocol)

Agreement Management: Negotiations

Agreement Management: Negotiation Tab

Online Calculations

• The Breakdown (With ORA, With Dept, With Sponsor, With ‘Other OU Offices’)

• Negotiation Entry and Negotiation History

- Follow-up Date

- Negotiation Status

• How does it calculate?

- Must have an “in” to every “out”

- Minimum of 1 day for calculations

• True Processing Time vs. Calculated Processing Time

• Why is this useful?

Agreement Management: Negotiation Tab

Agreement Management: Agreement Tab

• Information not provided by PeopleSoft elsewhere

• Signature Date– Date Agreement signed by University

• Fully Executed Date– Date Agreement is signed by all

parties• May or may not be same as

signature date• Received by ORA

• Clinical Trial & CDA Management• MTA Management• Professional Service Agreement

Management• Use query to provide information

department needs

ORA Questions

QUESTIONS?

8 8