Negotiation Status

Required.  Select one of the following options, either Complete, In Progress or Suspended from the drop-down list.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Negotiator

Required.  Use the Person Lookup screen to search for, select, and return the individual employee you want to designate as the Negotiator or enter the textual name of the person.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Agreement Type

Required.  Select one of the following options, either Material Transfer Agreement (MTA), Non-Disclosure Agreement (NDA), or Standard Research Agreement(SRA)from the drop-down list .  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Negotiation Dates

Enter the Start and End dates as appropriate.  The Start date is the current system date only when this field is empty and the status is Complete or Suspended.  Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Negotiation Age

Automatically generated (system-calculated) display based on start date the number of days the negotiation has been open, based on the number of days from start to end.  When no End date has been specified, the current system date is used.

Anticipated Award Date

The anticipated date that the funded project will officially start.  This allows you to clearly identify when the project activity is anticipated to begin so that the negotiated agreement will accurately fund project activities.  Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Document Folder

Enter the name of the folder in which the negotiation document resides (local folder or networked drive location) to be used for handy reference and to stay organized.  It does not serve as an electronic link for automatic retrieval, but rather, as a reminder for efficient upload navigation.  This is the directory path for storage of related electronic files.  Once entered, the location path will appear in the field, and the Load File icon will take you to the designated folder.  The file location field is meant to aid the use of network directories (shared drives) with user permission option.

Negotiation Attributes subsection (dynamic based on Association Type selection)

Negotiation Association Type

Required.  Select one of the following options, either Award, Institutional Proposal, Proposal Log, or None from the drop-down list .  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Negotiation Association ID

The document number of the e-doc selected (based on the type of Negotiation Association Type) is displayed to uniquely identify the negotiation record.  Proposal Log, Institutional Proposal or Award documents may be specified for linking the Negotiation and related attributes to.  To change it, click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.