Gifts

EXTERNAL FUNDING TO OHSU – WHAT TYPE OF FUNDING GOES WHERE? GIFTS OHSU FOUNDATION   Gift agreements, not contracts Note: Donors may require some specific actions directly related to the gift received      GRANTS, CONTRACTS AND OTHER SPONSORED PROJECTS RESEARCH GRANTS & CONTRACTS (RGC) Federal Grants & Contracts Foundation Grants Industry Sponsored solicited (RFP) grant applications Federal Clinical Trials Subcontracts into OHSU TECHNOLOGY & RESEARCH COLLABORATIONS (TRC)  Industry Sponsored Research Agreements  Intellectual Property Management  Material Transfer Agreements CLINICAL TRIALS OFFICE (CTO)  Industry sponsored clinical drug/device investigations (clinical trials) SALE OF SERVICE CONTRACTING SERVICES GROUP  Sale of Service Agreements OHSU Foundation General Ledger Oracle Grants Accounting / SPA OHSU General Ledger GIFTS Funds contributed from an individual, organization, corporation, foundation or non-governmental source are classified as gifts when the donor specifies one or more of the following:  The contribution is to be a charitable gift; or  No imposed or implied contractual obligations on the contribution; or  No expectation of direct economic benefit or other tangible benefit, other than receiving a state or federal tax benefit; or  No expectation to receive anything of specific and quantifiable value; or  The gift is meant to be irrevocable (i.e., the donor relinquishes the right to reclaim the gift or any unused remainder). Donors may place reasonable, lawful restrictions on the intended use of a gift such as directing contribution to scholarships, capital improvements, OHSU’s endowment fund, or research of a specific interest to the donor, or specifying funding of a specific department’s activities. Donors may also require the foundation to provide annual or periodic summary level reports regarding how the funds were used. GRANTS, CONTRACTS AND OTHER SPONSORED PROJECTS In general, funds are classified as sponsored projects (grants and contracts) when there is an expectation of return services, a tangible deliverable, or the award includes terms and conditions that require monitoring and oversight by OHSU. Sponsored projects are typically characterized by the following:  A formal application process related to specific sponsor guidelines; or  A negotiation phase to determine the specifics of the agreement, in the case of industry agreements; or  A work statement or a testing of hypotheses (the scope of work does not necessarily need to be “research” in nature. Public service or other sponsored project related activities could be included. See OHSU Oracle Mission Code Definitions for more information); or  Providing value to the funding entity in exchange for having received the funds. Value could come in the form of a specific tangible deliverable, including data, or could include items that could contain OHSU intellectual property or be copyrighted, patented, trademarked, commercialized, or contain or utilize existing OHSU intellectual property; or  Terms & Conditions typified by the following: o A detailed line item budget with requirements to spend according to the budget, or to request permission for rebudgetting; or o Interim or final financial; or o Interim or final technical progress or activity reports; or o An external audit by or on behalf of the funding entity; or o Testing or evaluations of proprietary products; or o Return of unexpended funds to the grantor; or o The disposition of either tangible or intangible properties to the grantor; or o Prior approval required from the sponsor for actions such as change in scope of the project, change of key personnel, etc.  Project could have parts of the work that will be sub-awarded out to other organizations. When this is the case, Research Development & Administration (RDA) is responsible for developing and negotiating these sub-awards, which are then required to be set up in OGA and monitored by SPA. SALE OF SERVICE Used when OHSU is providing a non-research or sponsored project related service or non-medical group related service.  OHSU services provided in a diagnostic area or setting;  Services provided by OHSU that are commercially available and not dependent on a specific individual at OHSU and their expertise;  Services can be provided on OHSU’s campus or at another entity’s facility;  Services regarding another entity’s client or patient (excludes direct patient care by OHSUMG physicians);  Services may be provided by MD, PhD, NP, Clinician, Resident, Fellow, Faculty or Staff. 68fc93b7-fcb7-4943-9bbb-46bb4af7a9e2.doc Page 1 of 1