Contracts

To identify common practices in contracts processing that can be expedited by uniform procedures within FDP IV; to design, monitor, and evaluate new procedures and concepts that respond to the legal requirements of the contracts process, but do so more efficiently; to study the similarities and differences between the grant and contract process to see if gains in costs and efficiency can be generated by adapting some of the FDP grant procedures for use with contracts; and to provide a forum for discussion of and possible resolutions for contracting issues as they arise for member institutions and agencies.

Initiatives

Troublesome Clauses Database - The Contracts Task Force initiated a demonstration that would allow members to (1) determine the frequency with which research institutions receive clauses in government contracts that require lengthy negotiation for acceptance or which are so burdensome that the contract can not be accepted; and (2) enable the FDP membership to more effectively and efficiently negotiate and execute contracts. This demonstration resulted in an online database that contains information about specific negoitations of these clauses and their outcomes.

Other Transaction Authority (OTA) Working Group

Proposed Areas of Study and Emphasis...

Documents

Agenda/Notes for September 2015 Meeting
Carter Memo
NASA China Restrictions

Data Transfer and Use Agreement

• DTUA Template (Face Page with Attachments 1 and 3) - For use with two parties when only one is providing Data
• Reciprocal DTUA Template (Face Page with Attachments 1 and 3) - For use with two parties when both parties may be providing Data and/or collaborative publications are contemplated
• Collaborative DTUA Sample (Face Page with Attachments 1 and 3) - For use with more than two parties 
• COVID-19 DTUA Template - For use with two parties when only one is providing de-identified data or a Limited Data Set related to the COVID-19 pandemic
• DTUA Attachment 2: De-identified Data about Human Subjects
• DTUA Attachment 2: Limited Data Set
• DTUA Attachment 2: Personally Identifiable Information - Common Rule Only
• DTUA Attachment 2: Personally Identifiable Information - HIPPA
• DTUA Attachment 2: Personally Identifiable Information - FERPA
• DTUA Attachment 2: Other (use when a specific Att. 2 does not exist for the given data type)
• DTUA Glossary
• DTUA Guidance Chart - This chart is designed to provide guidance on when and how to use the FDP DTUA Template
• Tool for Classifying Human Subject Data - This tool is designed to streamline review of the type of human subject data for the purpose of classification for a DTUA
• FDP DTUA Provider Guidance Chart - This chart is designed to provide guidance on selecting the most appropriate version of Attachment 2 when providing data via the FDP DTUA
• FDP DTUA Template FAQs, V1
• Sample DTUA Intake Checklist

Presentations

• Webinar - October 11, 2018
• Webinar Slides
• FDP DTUA Template Pilot Q1 Metrics Reporting Spreadsheet for period 11.01.2018 to 01.31.2019

Data Transfer and Use Agreement - Pilot

 

FAQs - 3/26/2019 version 4
Approved DTUA Pilot Proposal
FDP DTUA Pilot Participating Organizations – Effective May 1, 2019
FDP DTUA Template Pilot Q1 Metrics Reporting Spreadsheet for period 11.01.2018 to 01.31.2019

FDP DTUA Qualitative Questionnaire – For use by both FDP DTUA Pilot Participants as well as other users of the FDP DTUA template to provide feedback to the working group on the usability of the templates.

Member				Organization
Missy Peloso, epeloso@upenn.edu (Co-Chair)				University of Pennsylvania
Melissa Korf, Melissa_Korf@hms.harvard.edu (Co-Chair)				Harvard Medical School