Guidelines for Minor Research Projects
Definition: Projects having short duration, no transfer of intellectual property, and with direct costs below $20,000. These projects are managed within the school and require the approval of the Associate Director for Research and Technology Transfer.
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 an 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:
Complete a minor project Quote Sheet
Obtain and complete a School of Engineering Research Submittal
Send the Quote Sheet and the confidentiality agreement (if required) to the client for signature (note: do not send budget sheets)
Return signed agreements to the School's Associate Director for Research and Technology Transfer
For projects requiring confidentiality agreements, the agreements will then be sent to UP for signature approval
When all signatures are obtained, the project may commence
3. At Project Start
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.
4. Conduct Project Closeout
One month prior to conclusion, schedule a review of the project budget with the School Research Staff Coordinator to ascertain the need to process an Authorization to Close.
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