Agreement Acceptance Process
New process to accommodate additional approvals required at the time of agreement for awards and unfunded agreements. This replaces the PAF with Restrictions (PAF-R) and other award approval processes currently handled via posted comments.
Agreement Acceptance will be used for the following scenarios:
- 20% Change in Funding (+/-)
- Cost Sharing Change
- External Audit
- F&A Rate Change
- Foreign Currency
- Governing Law
- Insurance (Risk Management)
- IT Security
- Publication Restriction - Prior Sponsor Approval
- Publication Restriction > 180 Days
When an Agreement Acceptance is created by ORSP/OTT:
- All departments on the originating PAF/UFA will be notified
- Additional emails will be sent to parties with required action
- May include PI, Project Team, Admin Home Division/Department, Admin Home Dean, UMOR, Ad hoc
- Publication Restrictions require signature of Department Chair and Dean
- eRPM activity can be completed by other unit approver, but additional documentation indicating approval must be uploaded
For details, refer to the Review Agreement Acceptance procedure.
PAF Workspace Changes
A status map graphic has been added to easily identify the PAF state. Workspace messages will appear in the left navigation area and have a consistent format. For details, refer to the PAF Status Map.
Admin Personnel Screen updates
Updated functionality includes type-ahead feature in the name field: first, last or uniqname.
Export Controls - Technology Plans
- ECO determines need for TCP
- ECO creates TCP (new UFA record) from existing PAF or UFA
- Relevant information is copied from the PAF/UFA
- Email sent to PI/PT listed on originating PAF/UFA
- PI/PT completes additional required information
- ECO prepares agreement for signatures
- PI/PT and Unit signatures obtained via eRPM workflow
- Email reminders sent periodically
- Once all signatures are complete, ECO finalizes agreements in eRPM.
- What is unique about TCPs:
- Unit Review emails will be sent to UFA Email Notifiers
- Dean and Department Chair approval is required
Approval can be uploaded, if necessary.
eRPM step-by-step procedures: