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= Type of agreement/submission Proposal Status = Draft, Awarded, Institution Approved, Not Funded, Submitted, Void or Withdrawn ORA Staff = Professional Staff (SPA or CS) assigned to project Sponsor = External agency PI Name = Principal Investigator on the project Short Description =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