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INDUSTRY AGREEMENTS

Process for Sponsored Industry Agreements (includes Fee for Service and Sponsored Research) for School of Medicine

Please note SOM faculty and/or staff should NOT be negotiating with an external sponsor on agreement terms and conditions. Please note the SOM Office of Grants and Contracts will facilitate those negotiations.

finalized (PI/Dept/Sponsor) Statement of Work (SOW) and budget (which will later be attached to the agreement) is needed prior to negotiating an agreement. Please note the current F&A Rate is 58.5% (any delineations from this rate require an approved IDC Waiver Request available on SOM ORA's website). Please work with your Department Administrator (DA) and the Sponsor to develop a scope of work (SOW) and budget. Only from this SOW can we know whether a service or research agreement is appropriate.

Research includes more analysis and is hypothesis-driven.  It includes an expectation by the PI that there will be Publishing and potential Intellectual Property. So our Sponsored Research Agreement needs to protect CWRU's rights in these areas. 

Service agreements are used for more task-oriented work.  Although publishing might occur, IP and inventions are not anticipated. 

Contact info for the Sponsor (contact name, email, phone number and sponsor address) is needed.

Once a finalized SOW And budget are determined, the next step would be the completion of the SPARTA Funding Proposal (FP), please be sure to identify the research vehicle correctly when completing questions 6.0 Award Mechanism and 7.0 Project Type in the FP. Please note if it an industry agreement, then typically Contract and Special are selected for these questions. Also, the terms "grant" and "contract" are not interchangeable; a contract includes terms and conditions that must be followed for compliance, otherwise a breach occurs.

Once you have the above, the next step is to please do the following:

Please remember, the completion and routing of the FP notifies us that the above items are complete and ready for our involvement.

Contact: Judith McBride – Assistant Director of Contracts and Industry Agreements

Contact email: medresindustry@case.edu

Contact number: 216-368-4432