Contract Details

 

The Contract Details identify all of the compliance obligations associated with the overall award into five main areas.  Included in those areas are Subcontracts listed for work subcontracted out on the project, Related Protocols, Associated Agreements, Terms & Conditions, as well as Milestones for the project due to the sponsor.

 

Information is displayed for the specific fund number for the date that is specified on the summary and overview pages.  By default this is for the current month close date unless dates have been entered in the search criteria.  Sections cannot be expanded (no ‘+’) if there is not data available.  Generally there will be Terms & Conditions and Milestones information displayed.

Contract Details Screen Shot

 

Contract Details Main Screen Elements

Project Header

Caption

Type

Description

Fund #

Text

Displays the PeopleSoft fund number.

Status

Text

Displays the fund status – Active, Inactive, etc.

PI Name

Text

The name of Principal Investigator of the Agreement

Project Title

Text

The name of the Agreement (Project)

Sponsor Name

Text

The name of the Sponsor

Sponsor #

Text

The Sponsor number for the project

Budget Start/End

Text

The Budget start and end dates

Project Start/End

Text

The Project start and end dates

 

Subcontracts

Subcontracts are based on Agreement subcontract data from the central Research Management database.

 

Caption

Type

Description

Subcontract

Label

Displays the Subcontract panel when the Subcontract link is clicked

Name

Text

Displays the Subcontractors Name

Total Budget

Text

Displays the Budget Amount allocated for the Subcontract.  The sum of these values represents the total Subcontractor line item in Budget Overview.

Awarded to Date

Text

Displays the amount awarded to as of the last feed from Peoplesoft

 

Related Protocols

Related protocols are based on Agreement cross-reference to Human or Animal studies.

 

Caption

Type

Description

Name

Text

Displays the Protocol Short Title used in the Project.

Number

Hyper-link

Displays the Related Protocol Number with a hyper-link which brings you to the Humans/Animals Module

PI

Text

Displays the PI Name associated to the Protocol

Overall Status

Text

Displays the status from Institutional Review Board

Type

Text

Displays the Type of Protocol used in the Research

Expiration Date

Text

Displays the Expiration Date of the Protocol

Approved Number

Text

Displays the number of subjects/animals approved for the protocol

Enrolled Number

Text

Displays the current number of subjects/animals enrolled in the protocol

 

Associated Agreements

This section contains the information about:

 

Caption

Type

Description

Type

Text

Displays the classification of the fund.  Types include:  Gift, Grant, Misc/Other, Subcontract or Trial.

Status

Text

Displays the status of the fund

Project Title

Text

Name of the project

Project Start

Text

Displays the start date of the project

Project End

Text

Displays the end date of the project

Budget Start

Text

Displays the start date of the budget

Budget End

Text

Displays the end date of the budget

Fund #

Text

The PeopleSoft fund number assigned once an award notification is received.

Sponsor

Text

Lists the Sponsor’s Name

PI Name

Text

Lists the Principal Investigator’s Name

 

Terms & Conditions

This section displays the terms and conditions of the grant or contract as provided by the sponsor during the time of award.

 

Caption

Type

Description

Terms & Conditions

Text

Displays the Terms and Conditions.

 

Milestones

This section displays the deliverable or milestones due to the sponsor of the grant or contract as provided during the time of award.

 

Caption

Type

Description

Type

Text

Displays the type of milestone

Description

Text

Displays the description of the milestone

Date Expected

Text

Displays the expected completion date of the milestone.

Date Completed

Text

Displays the completion date of the milestone.

Status

Text

Displays the status of the milestone (i.e. pending, partially executed etc)

Contract Details Export Options

Reports can be downloaded by clicking on the available download links.

 

 

 

Contract Details Navigation

The navigation trail keeps track of the path that the user came in from to allow for easy ‘back’ access to where they came from.

 

            Agreement Summary >> Contract Details

 

 

The Contract Details page can be accessed from the following pages:

 

By clicking the Contact Details tab from the following pages:

 

 

From Contract Details the user can navigate to the following pages: