Applies to: - Research Services Agreements
- Professional Services Agreements
- Local government agreements and MOUs
- IPAs (except with Baltimore VA or BREF)
- Subcontracts (when UM is participating in another institution’s application)
When should I begin routing?
Any proposal to a Sponsor that includes a budget (estimated or final) must be routed Where do I obtain the routing form?
Web-based routing form at https://ord2.umaryland.edu/uom/index.lasso What documents does ORD require in order to initiate review? - Advance copy of routing form
- Scope of work– research plan, protocol, deliverables, etc.
- Budget
- Scope of work and budget for any proposed subcontractors
- Any contract documents provided by Sponsor
- PI’s comments regarding payment terms or agreement provisions
Who will prepare and send an agreement?
- ORD will prepare an appropriate agreement or review the Sponsor’s agreement
- ORD will contact the Sponsor to provide UM’s agreement or comments on the Sponsor agreement within 10 business days after ORD’s receipt of the documents listed above
How is the agreement finalized? - PI will be informed of any significant agreement issues raised by the Sponsor or UM.
- Issues are resolved through negotiation
- ORD will provide a response to the Sponsor or follow up on the Sponsor’s response at least every 10 business days
- ORD will provide the PI with information about the status of negotiations at least every 10 business days
What does ORD require in order to sign the agreement for UM? - Completed, signed routing form
- Final scope of work and any other appendices to the agreement
- Institutional sign-off for any proposed subcontractors
- Budget and payment terms
- IRB or IACUC approval, if applicable
- Conflict of interest resolved or exemption approved
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