{"id":8,"date":"2017-10-11T14:23:11","date_gmt":"2017-10-11T21:23:11","guid":{"rendered":"http:\/\/research.wsu.edu\/operations\/?page_id=8"},"modified":"2026-03-02T13:01:33","modified_gmt":"2026-03-02T21:01:33","slug":"when-to-work-with-orso","status":"publish","type":"page","link":"https:\/\/research.wsu.edu\/operations\/help\/when-to-work-with-orso\/","title":{"rendered":"When to Work with OR"},"content":{"rendered":"\n<p class=\" wsu-font-size--xlarge\">The Office of Research (OR), the <a href=\"https:\/\/contracts.wsu.edu\">WSU Real Estate and Business Office (REBO)<\/a>, and\u00a0<a href=\"https:\/\/purchasing.wsu.edu\">WSU Purchasing Services<\/a> all manage different types of contracts and agreements on behalf of WSU. <\/p>\n\n\n\n<p class=\" wsu-max-width--hero\">OR manages research proposals, awards, and related agreements, the Contracts Office generally processes WSU business and administrative contracts, and Purchasing Services manages procurements. Read more about them below.<\/p>\n\n\n<div class=\"wsu-accordion\">\r\n    <h2 id=\"unique-id-1__64972\" class=\"wsu-accordion__title\">\r\n        <button class=\"wsu-accordion__title-button wsu-accordion--toggle\" aria-expanded=\"false\" aria-controls=\"unique-id-1__content\">Office of Research Support and Operations Team<\/button>\r\n    <\/h2>\r\n    <div id=\"unique-id-1__content\" class=\"wsu-accordion__content\" aria-labelledby=\"unique-id-1__64972\">\r\n        <div class=\"wsu-accordion__content-inner\">\r\n            \n\n<p>OR processes agreements related to research, teaching, and other scholarly or service activities, which:<\/p>\n\n\n\n<ul>\n<li><span style=\"font-size: 1.125rem\">Contribute to a field of study<\/span> and grow the reputation of WSU, it\u2019s faculty and its students (particularly associated with teaching, research, scholarship, creative and outreach activities that benefit society)<\/li>\n\n\n\n<li>Benefit the sponsoring organization and\/or the public<\/li>\n\n\n\n<li>Involve ownership and use of intellectual property developed by WSU<\/li>\n\n\n\n<li>Involve research compliance issues<\/li>\n<\/ul>\n\n\n\n<p>Revenue-generating (sponsored) agreements, such as:<\/p>\n\n\n\n<ul>\n<li>Grants<\/li>\n\n\n\n<li>Contracts<\/li>\n\n\n\n<li>Cooperative agreements<\/li>\n\n\n\n<li>Purchase orders (incoming)<\/li>\n\n\n\n<li>Clinical trial agreements<\/li>\n\n\n\n<li>Fellowship agreements<\/li>\n\n\n\n<li>Sub-contracts<\/li>\n\n\n\n<li>All agreements where federal or federal flow-through funds are utilized<\/li>\n<\/ul>\n\n\n\n<p>Non-revenue generating agreements such as:<\/p>\n\n\n\n<ul>\n<li>Incoming material transfer agreements (outgoing material transfer agreements flow through the Office of Commercialization)<\/li>\n\n\n\n<li>Non-disclosure\/confidentiality agreements<\/li>\n\n\n\n<li>Data use\/sharing agreements<\/li>\n\n\n\n<li>Equipment loan\/transfer agreements<\/li>\n\n\n\n<li>Loaned employee agreements<\/li>\n\n\n\n<li>Master agreements<\/li>\n\n\n\n<li>Teaming agreements<\/li>\n\n\n\n<li>Intellectual Property management plans<\/li>\n\n\n\n<li>Memorandum of understanding\/agreement<\/li>\n<\/ul>\n\n        <\/div>\r\n    <\/div>\r\n<\/div>\n\n<div class=\"wsu-accordion\">\r\n    <h2 id=\"unique-id-1__51046\" class=\"wsu-accordion__title\">\r\n        <button class=\"wsu-accordion__title-button wsu-accordion--toggle\" aria-expanded=\"false\" aria-controls=\"unique-id-1__content\">Real Estate and Business Operations (REBO)<\/button>\r\n    <\/h2>\r\n    <div id=\"unique-id-1__content\" class=\"wsu-accordion__content\" aria-labelledby=\"unique-id-1__51046\">\r\n        <div class=\"wsu-accordion__content-inner\">\r\n            \n\n<p>Processes agreements that relate to university business or administrative activities:<\/p>\n\n\n\n<ul>\n<li>Purchase, lease, or sale of real estate&nbsp;<u>(<\/u>Note: Departments should first contact the Real Estate Office<u>)<\/u><\/li>\n\n\n\n<li>Use of WSU and non-WSU facilities<\/li>\n\n\n\n<li>Performer and speaker agreements<\/li>\n\n\n\n<li>Domestic and international academic programs<\/li>\n\n\n\n<li>Affiliation agreements (internships\/student teaching)<\/li>\n\n\n\n<li>Non-disclosure\/confidentiality agreements related to business\/administrative activities<\/li>\n\n\n\n<li>Revenue-generating agreements not processed by OR<\/li>\n\n\n\n<li>Interlocal and interagency agreements not processed by OR<\/li>\n<\/ul>\n\n        <\/div>\r\n    <\/div>\r\n<\/div>\n\n<div class=\"wsu-accordion\">\r\n    <h2 id=\"unique-id-1__85328\" class=\"wsu-accordion__title\">\r\n        <button class=\"wsu-accordion__title-button wsu-accordion--toggle\" aria-expanded=\"false\" aria-controls=\"unique-id-1__content\">Purchasing Services<\/button>\r\n    <\/h2>\r\n    <div id=\"unique-id-1__content\" class=\"wsu-accordion__content\" aria-labelledby=\"unique-id-1__85328\">\r\n        <div class=\"wsu-accordion__content-inner\">\r\n            \n\n<p>Purchasing Services<\/p>\n\n\n\n<ul>\n<li>Service contracts<\/li>\n\n\n\n<li>Contracts<\/li>\n\n\n\n<li>Purchase orders for goods and services<\/li>\n\n\n\n<li>Equipment maintenance agreements<\/li>\n<\/ul>\n\n        <\/div>\r\n    <\/div>\r\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">&nbsp;<\/h3>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left  wsu-heading--style-marked\">Which Office to Work With?<\/h2>\n\n\n\n<p>Need help deciding? Answer the questions below to follow the decision tree and determine whether you need to work with OR, Purchasing, or the Contracts Office.  <strong>This decision tree does not apply to service center or gift funding as defined within the Business Policies and Procedures Manual (BPPM).<\/strong><\/p>\n\n\n<script type=\"text\/javascript\">var gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener(\"DOMContentLoaded\",o):document.addEventListener(\"gform_main_scripts_loaded\",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook(\"action\",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook(\"filter\",o,n,r,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,n){gform.removeHook(\"action\",o,n)},removeFilter:function(o,n,r){gform.removeHook(\"filter\",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+\"_\"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==n?t.apply(null,r):r[0]=t.apply(null,r)})),\"filter\"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});<\/script>\n                <div class='gf_browser_gecko gform_wrapper gform_legacy_markup_wrapper' id='gform_wrapper_2' style='display:none'><div id='gf_2' class='gform_anchor' tabindex='-1'><\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_2' id='gform_2'  action='\/operations\/wp-json\/wp\/v2\/pages\/8#gf_2' >\n                        <div class='gform_body gform-body'><ul id='gform_fields_2' class='gform_fields top_label form_sublabel_below description_below'><li id=\"field_2_1\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_1\"><label class='gfield_label'  >Does the agreement relate to a current or upcoming sponsored project, where teaching, research, scholarship, creative, or outreach activities that benefit society are contemplated?*<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_1'>\n\t\t\t<li class='gchoice gchoice_2_1_0'>\n\t\t\t\t<input name='input_1' type='radio' value='Yes'  id='choice_2_1_0'    \/>\n\t\t\t\t<label for='choice_2_1_0' id='label_2_1_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_1_1'>\n\t\t\t\t<input name='input_1' type='radio' value='No'  id='choice_2_1_1'    \/>\n\t\t\t\t<label for='choice_2_1_1' id='label_2_1_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_4\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_4\"><label class='gfield_label'  >Is the funding federal or federal flow-through?**<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_4'>\n\t\t\t<li class='gchoice gchoice_2_4_0'>\n\t\t\t\t<input name='input_4' type='radio' value='Yes'  id='choice_2_4_0'    \/>\n\t\t\t\t<label for='choice_2_4_0' id='label_2_4_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_4_1'>\n\t\t\t\t<input name='input_4' type='radio' value='No'  id='choice_2_4_1'    \/>\n\t\t\t\t<label for='choice_2_4_1' id='label_2_4_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_5\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_5\"><label class='gfield_label'  >Are there issues of intellectual property ownership or use?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_5'>\n\t\t\t<li class='gchoice gchoice_2_5_0'>\n\t\t\t\t<input name='input_5' type='radio' value='Yes'  id='choice_2_5_0'    \/>\n\t\t\t\t<label for='choice_2_5_0' id='label_2_5_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_5_1'>\n\t\t\t\t<input name='input_5' type='radio' value='No'  id='choice_2_5_1'    \/>\n\t\t\t\t<label for='choice_2_5_1' id='label_2_5_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_6\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_6\"><label class='gfield_label'  >Do project outcomes include a journal publication or the training of graduate research assistants?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_6'>\n\t\t\t<li class='gchoice gchoice_2_6_0'>\n\t\t\t\t<input name='input_6' type='radio' value='Yes'  id='choice_2_6_0'    \/>\n\t\t\t\t<label for='choice_2_6_0' id='label_2_6_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_6_1'>\n\t\t\t\t<input name='input_6' type='radio' value='No'  id='choice_2_6_1'    \/>\n\t\t\t\t<label for='choice_2_6_1' id='label_2_6_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_7\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_7\"><label class='gfield_label'  >Are there any research compliance issues?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_7'>\n\t\t\t<li class='gchoice gchoice_2_7_0'>\n\t\t\t\t<input name='input_7' type='radio' value='Yes'  id='choice_2_7_0'    \/>\n\t\t\t\t<label for='choice_2_7_0' id='label_2_7_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_7_1'>\n\t\t\t\t<input name='input_7' type='radio' value='No'  id='choice_2_7_1'    \/>\n\t\t\t\t<label for='choice_2_7_1' id='label_2_7_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_8\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_8\"><label class='gfield_label'  >Will there be any assignment or loaning of WSU employees?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_8'>\n\t\t\t<li class='gchoice gchoice_2_8_0'>\n\t\t\t\t<input name='input_8' type='radio' value='Yes'  id='choice_2_8_0'    \/>\n\t\t\t\t<label for='choice_2_8_0' id='label_2_8_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_8_1'>\n\t\t\t\t<input name='input_8' type='radio' value='No'  id='choice_2_8_1'    \/>\n\t\t\t\t<label for='choice_2_8_1' id='label_2_8_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_9\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_9\"><label class='gfield_label'  >Is this a clinical trial or testing agreement?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_9'>\n\t\t\t<li class='gchoice gchoice_2_9_0'>\n\t\t\t\t<input name='input_9' type='radio' value='Yes'  id='choice_2_9_0'    \/>\n\t\t\t\t<label for='choice_2_9_0' id='label_2_9_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_9_1'>\n\t\t\t\t<input name='input_9' type='radio' value='No'  id='choice_2_9_1'    \/>\n\t\t\t\t<label for='choice_2_9_1' id='label_2_9_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_10\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_10\"><label class='gfield_label'  >Will material be transferred to WSU?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_10'>\n\t\t\t<li class='gchoice gchoice_2_10_0'>\n\t\t\t\t<input name='input_10' type='radio' value='Yes'  id='choice_2_10_0'    \/>\n\t\t\t\t<label for='choice_2_10_0' id='label_2_10_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_10_1'>\n\t\t\t\t<input name='input_10' type='radio' value='No'  id='choice_2_10_1'    \/>\n\t\t\t\t<label for='choice_2_10_1' id='label_2_10_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_11\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_11\"><label class='gfield_label'  >Will WSU be loaned equipment?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_11'>\n\t\t\t<li class='gchoice gchoice_2_11_0'>\n\t\t\t\t<input name='input_11' type='radio' value='Yes'  id='choice_2_11_0'    \/>\n\t\t\t\t<label for='choice_2_11_0' id='label_2_11_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_11_1'>\n\t\t\t\t<input name='input_11' type='radio' value='No'  id='choice_2_11_1'    \/>\n\t\t\t\t<label for='choice_2_11_1' id='label_2_11_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_12\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_12\"><label class='gfield_label'  >Does the agreement involve equipment purchased through a sponsored project?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_12'>\n\t\t\t<li class='gchoice gchoice_2_12_0'>\n\t\t\t\t<input name='input_12' type='radio' value='Yes'  id='choice_2_12_0'    \/>\n\t\t\t\t<label for='choice_2_12_0' id='label_2_12_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_12_1'>\n\t\t\t\t<input name='input_12' type='radio' value='No'  id='choice_2_12_1'    \/>\n\t\t\t\t<label for='choice_2_12_1' id='label_2_12_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_13\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_13\"><label class='gfield_label'  >Is the agreement associated with the granting of a license to WSU?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_13'>\n\t\t\t<li class='gchoice gchoice_2_13_0'>\n\t\t\t\t<input name='input_13' type='radio' value='Yes'  id='choice_2_13_0'    \/>\n\t\t\t\t<label for='choice_2_13_0' id='label_2_13_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_13_1'>\n\t\t\t\t<input name='input_13' type='radio' value='No'  id='choice_2_13_1'    \/>\n\t\t\t\t<label for='choice_2_13_1' id='label_2_13_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_14\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_14\"><label class='gfield_label'  >Is this a beta test agreement?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_14'>\n\t\t\t<li class='gchoice gchoice_2_14_0'>\n\t\t\t\t<input name='input_14' type='radio' value='Yes'  id='choice_2_14_0'    \/>\n\t\t\t\t<label for='choice_2_14_0' id='label_2_14_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_14_1'>\n\t\t\t\t<input name='input_14' type='radio' value='No'  id='choice_2_14_1'    \/>\n\t\t\t\t<label for='choice_2_14_1' id='label_2_14_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_15\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_15\"><label class='gfield_label'  >Is this a master agreement related to research, teaching, or scholarly service?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_15'>\n\t\t\t<li class='gchoice gchoice_2_15_0'>\n\t\t\t\t<input name='input_15' type='radio' value='Yes'  id='choice_2_15_0'    \/>\n\t\t\t\t<label for='choice_2_15_0' id='label_2_15_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_15_1'>\n\t\t\t\t<input name='input_15' type='radio' value='No'  id='choice_2_15_1'    \/>\n\t\t\t\t<label for='choice_2_15_1' id='label_2_15_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_16\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_16\"><label class='gfield_label'  >Is the agreement for confidentiality in research, teaching, or scholarly service?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_16'>\n\t\t\t<li class='gchoice gchoice_2_16_0'>\n\t\t\t\t<input name='input_16' type='radio' value='Yes'  id='choice_2_16_0'    \/>\n\t\t\t\t<label for='choice_2_16_0' id='label_2_16_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_16_1'>\n\t\t\t\t<input name='input_16' type='radio' value='No'  id='choice_2_16_1'    \/>\n\t\t\t\t<label for='choice_2_16_1' id='label_2_16_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_17\"  class=\"gfield field_sublabel_below field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_17\"><label class='gfield_label'  >Is the agreement a personal service agreement, purchase order or contract for goods and services, or equipment maintenance agreement?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_2_17'>\n\t\t\t<li class='gchoice gchoice_2_17_0'>\n\t\t\t\t<input name='input_17' type='radio' value='Yes'  id='choice_2_17_0'    \/>\n\t\t\t\t<label for='choice_2_17_0' id='label_2_17_0'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_2_17_1'>\n\t\t\t\t<input name='input_17' type='radio' value='No'  id='choice_2_17_1'    \/>\n\t\t\t\t<label for='choice_2_17_1' id='label_2_17_1'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_2_21\"  class=\"gfield gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below field_description_below 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