Article Intended For
All university faculty, staff, researchers using Penn State Research Information Systems
Introduction
This description will describe how to Request Tracking of a submitted NDA Request Form.
Article Body
Faculty and staff can track their NDA requests by using the myResearch Portal. The portal allows monitoring of the request process in 3 stages:
- Agreement Requests (acknowledgment by the Central Processing Office)
- Negotiation process
- Finalized agreement
Agreement Requests
The "Agreement Requests" section of the myResearch Portal allows faculty and staff to view requests that have not bee acknowledged by the Central Processing Office (CPO). This section references the following information from the request:
- Request ID - Please reference this system generated ID with the Central Processing Office.
- Request Type
- Company
- Request Date - Date the request was submitted.
- Documents - Any documents uploaded with the request can be viewed.
Once a request is acknowledged, it is removed from this section.
Pending Negotiations
Once an NDA Request is acknowledged by the CPO, it moves to the "Pending Negotiations" section of the myResearch Portal. Here, faculty and staff can monitor the negotiation process by selecting the appropriate LOG# from the agreement list.
Active Awards
Once negotiations has been completed by the CPO, the agreement moves to the "Active Awards: Non-Disclosure Agreements" section of the myResearch Portal. Here, faculty and staff can view the negotiation history and any relevant documentation by selecting the appropriate LOG# from the Non-Disclosure Agreements list. The list details the disclosure and protection period dates.
Once the agreement expires, it can be viewed from the "View Completed Awards" list.
For any questions regarding the NDA agreement, please contact the CPO.
Faculty member in myResearch Portal looking at the different sections listed see a section titled "Agreement Requests" which is bolded.
The text under Agreement Requests "Requests listed below are pending acknowledgement by the Central Processing Office"
"Data source: NDA Requests"
"NDA Requests " is a hyperlink to NDA Request Form and clicking "NDA Requests" displays NDA Assurance page
The text under Agreement Requests "Contact for Data Questions: Office of Sponsored Programs or College of Medicine"
"Office of Sponsored Programs" hyper link to https://www.research.psu.edu/osp/negotiate-agreements/overviews/non-disclosure-agreement-nda
"College of Medicine" hyperlink to https://research.med.psu.edu/research-support/confidentiality
The text under Agreement Requests "Contact for Technical Questions:" and hyperlink opens an email to "myresearch@psu.edu".
The footer note when there are no requests says, "No pending requests have been found for user account <user ID>"
If there are pending requests awaiting an acknowledgement table displays.
All of the following table columns are sortable minus Documents.
"Request ID"
"Request Type"
"Company"
"Request Date"
The Document column shows documents uploaded that PI can view icon will display if there is a document available for viewing. The PI is permitted to view "Correspondence" if a document was uploaded.
When hovering over icon Folder name and name of document information displays. When clicking on "Correspondence" document icon, the document opens for viewing.
The PI is NOT permitted to view "Negotiation Notes" or "Prereview" and no document icon for will display for "Negotiation Notes" or "Prereview".
A Faculty member in myResearch Portal looking at the different sections listed sees a section titled "Pending Negotiations "and the text under Pending Negotiations says, "Notification of award received, currently in negotiation."
"Data source: SIMS" with a hyperlink goes to http://www.sims.psu.edu/index.htm
"Contact for Data Questions: College Research Coordinator" with a hyperlink to https://www.research.psu.edu/osp/research-office-directory/directory. Hyperlink opens email to "Contact for Technical Questions: "myresearch@psu.edu".
If there are Pending Negotiations the table displays with the following columns that are sortable:
"Log #"
"OSP #"
"Title"
"Sponsor"
"Start Date"
"End Date"
"Amount"
"Submitted Date"
When the date is entered in the Start Date the Negotiation Manager Log record date appears. When no date is entered in the Start Date the Negotiation Manager Log record blank.
When the date is entered in the End Date the Negotiation Manager Log record date appears. When no date is entered in the End Date the Negotiation Manager Log record blank.
"Non-Financial" and Submitted Date will be blank
Faculty member in myResearch Portal looking at the different sections listed will see a section titled "Active Awards" with text under it that says, "Grants or contracts and non-financial agreements that are currently active."
"Data source: SIMS" has a hyperlink that goes to http://www.sims.psu.edu/index.htm
"Contact for Data Questions: "College Research Coordinator" with a hyperlink to https://www.research.psu.edu/osp/research-office-directory/directory. and opens "myresearch@psu.edu" to "Contact for Technical Questions.
The sub-section under Active Awards displays "Non-Disclosure Agreements (NDAs)" and the log record displays for NDAs closed to Contract File.
"Disclosure" and "Protection" column with dates entered in Negotiation Manager is sortable
The Legacy NDAs dates entered in to Negotiation Manager log record will default to the Disclosure Period. Protection will be blank unless dates are entered into closed Negotiation Manager Log record. The Faculty member on NDA Assurance page clicks to proceed to NDA Request Form.
Faculty member can complete and submit all fields on the NDA Request form.
Any Faculty member completing or named on NDA Request form upon submission of NDA Request Form receives email.
For more information, please contact simsadmin@psu.edu.