Office of Sponsored Programs - 300.02 - Master Agreements & Task Orders

Title

Office of Sponsored Programs - 300.02 - Master Agreements & Task Orders

Purpose

Maintaining master agreements with sponsors streamlines the review and approval of several projects under one agreement. This operating standard establishes the master agreement as the prime agreement between the University and the sponsor who provides funding for task orders under that agreement.

Policy Statement

When the potential/probability exists for collaboration with a sponsor on several research projects, the University and the sponsor may elect to enter into a master agreement. Such agreements are established to define the terms and conditions applicable to any subsequent research project (known as a task order) conducted with that particular sponsor. Master agreements supersede task orders unless modified by authorized written amendments between the sponsor and the University.

Task orders, each with their own terms and conditions following those of the master agreement, are viewed as separate projects. Each requires preparation of an Internal Processing Form (IPF) in Research Administration Management System and eSubmission (RAMSeS), and each receives a separate Project ID.

Initial task orders and those under master agreements with the State of North Carolina are negotiated and approved on behalf of the University by the Office of Sponsored Programs (OSP).

Exclusions

In general, master agreements may be modified only by written amendments between the sponsor and the University, executed by an authorized representative of each.

Related Requirements

Unit Polices, Standards, & Procedures

Contact Information

For questions regarding this operating standard and its related procedure, please contact SponsoredPrograms@unc.edu.

For questions regarding Pre-Award management or Post-Award administration, please contact the assigned Sponsored Projects Specialist (SPS).

For invoicing, reporting and other financial matters, please contact the assigned Sponsored Projects Accountant.
OSP Staff assignments may be found in RAMSeS or on the OSP website.

History

History Table
Date Description
07/01/2022 Revised to reflect new office name.
05/15/2018 Revised to coincide with the release of the new OSP Website.

The operating standards in the Office of Sponsored Programs Operating Standards & Procedures Manual supersede any OSP operating standards, procedures and appendices previously included in the University Business Manual, a publication of UNC-Chapel Hill’s Division of Finance.

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Details

Article ID: 132281
Created
Thu 4/8/21 9:27 PM
Modified
Sat 7/2/22 3:26 PM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
07/01/2022 12:00 AM
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Vice Chancellor
Last Review
Date on which the most recent document review was completed.
07/01/2022 12:00 AM
Last Revised
Date on which the most recent changes to this document were approved.
07/01/2022 12:00 AM
Next Review
Date on which the next document review is due.
07/01/2023 12:00 AM
Origination
Date on which the original version of this document was first made official.
07/01/2008 12:00 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
Research-Office of Sponsored Programs