Guidelines for Analysis Academic Research Services
Definition: Projects having longer duration, no transfer of intellectual property, and with direct costs exceeding $20,000. Projects must be coordinated with the Office of Sponsored Programs (OSP) at University Park and with the Behrend’s Senior Associate Dean of Research.
Process:
1. Conduct preliminary project planning:
Establish the project principal investigator (PI) for the School
o Review the Principal Investigator's Responsibilities
Identify the need for a confidentiality agreement
o Complete a confidentiality checklist
o For information transfer from the sponsor to the University use a Unilateral agreement
o For information transfer between both the University and Sponsor use a Bilateral agreement
Scope the project; establish objectives, design constraints, required resources, schedule, and expected deliverables
Obtain client agreement to proceed with a formal project submittal
2. Prepare agreements and obtain approvals to enable project launch:
Obtain and complete a School of Engineering Research Submittal
Check the draft budget to ensure the most current rates are used
Complete a Memorandum of Agreement
For help, refer to guidelines
Complete a scope of work for Attachment A
Work with the School Research Staff Coordinator to complete the necessary forms and to coordinate the submittal to the Office of Sponsored Programs (OSP)
Deliver the completed clearance data form (CDF), proposal, budget, and agreement form (with necessary signatures) to the Senior Associate Dean of Research two weeks prior to any proposal deadline.
If changes are made, return to the School Research Staff Coordinator for updates
Schedule a review with the School Research Staff Coordinator to review procedures related to supplemental salary, wage payroll, student employees engaged in the research project and equipment/material purchases.
Commence the project upon receipt of approval signatures.
Notify the School Research Staff Coordinator of any changes made to the project, including end dates, to ensure appropriate change notices are processed.
Issue reports and complete deliverables as required by the project.
One month prior to conclusion, schedule a review of the project with the School Research Staff Coordinator to ascertain the need to process an Authorization to Close.
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