{"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":"2023-07-10T10:23:31","modified_gmt":"2023-07-10T17:23:31","slug":"when-to-work-with-orso","status":"publish","type":"page","link":"https:\/\/research.wsu.edu\/operations\/when-to-work-with-orso\/","title":{"rendered":"When to work with ORSO"},"content":{"rendered":"<div class=\"wsu-row wsu-row--single\" >\r\n    \n<div class=\"wsu-column\"  style=\"\">\r\n\t\n\n<h1 class=\"wp-block-heading\">When to work with ORSO<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">Several WSU offices manage contracts<\/h2>\n\n\n\n<p>ORSO, the <a href=\"https:\/\/contracts.wsu.edu\">WSU Real Estate and Business Office (REBO)<\/a>, and&nbsp;<a href=\"https:\/\/purchasing.wsu.edu\">WSU Purchasing Services<\/a> all manage different types of contracts and agreements on behalf of WSU. ORSO manages research proposals, awards, and related agreements, the Contracts Office generally processes WSU business and administrative contracts, and Purchasing Services manages procurements.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">ORSO<\/h4>\n\n\n\n<p>Processes agreements related to research, teaching, and other scholarly or service activities, which:<\/p>\n\n\n\n<ul><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><li>Benefit the sponsoring organization and\/or the public<\/li><li>Involve ownership and use of intellectual property developed by WSU<\/li><li>Involve research compliance issues<\/li><\/ul>\n\n\n\n<p>Revenue-generating (sponsored) agreements, such as:<\/p>\n\n\n\n<ul><li>Grants<\/li><li>Contracts<\/li><li>Cooperative agreements<\/li><li>Purchase orders (incoming)<\/li><li>Clinical trial agreements<\/li><li>Fellowship agreements<\/li><li>Sub-contracts<\/li><li>All agreements where federal or federal flow-through funds are utilized<\/li><\/ul>\n\n\n\n<p>Non-revenue generating agreements such as:<\/p>\n\n\n\n<ul><li>Incoming material transfer agreements (outgoing material transfer agreements flow through the Office of Commercialization)<\/li><li>Non-disclosure\/confidentiality agreements<\/li><li>Data use\/sharing agreements<\/li><li>Equipment loan\/transfer agreements<\/li><li>Loaned employee agreements<\/li><li>Master agreements<\/li><li>Teaming agreements<\/li><li>Intellectual Property management plans<\/li><li>Memorandum of understanding\/agreement<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">&nbsp;<\/h5>\n\n\n\n<h4 class=\"wp-block-heading\">Real Estate and Business Operations<\/h4>\n\n\n\n<p>Processes agreements that relate to university business or administrative activities:<\/p>\n\n\n\n<ul><li>Purchase, lease, or sale of real estate&nbsp;<u>(<\/u>Note: Departments should first contact the Real Estate Office<u>)<\/u><\/li><li>Use of WSU and non-WSU facilities<\/li><li>Performer and speaker agreements<\/li><li>Domestic and international academic programs<\/li><li>Affiliation agreements (internships\/student teaching)<\/li><li>Non-disclosure\/confidentiality agreements related to business\/administrative activities<\/li><li>Revenue-generating agreements not processed by ORSO<\/li><li>Interlocal and interagency agreements not processed by ORSO<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">&nbsp;<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">Purchasing Services<\/h4>\n\n\n\n<p>Processes the following agreements (all for outgoing money):<\/p>\n\n\n\n<ul><li>Service contracts<\/li><li>Contracts<\/li><li>Purchase orders for goods and services<\/li><li>Equipment maintenance agreements<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">&nbsp;<\/h3>\n\n\n\n<h3 class=\"wsu-heading--style-callout wp-block-heading\">Decision Tree<\/h3>\n\n\n\n<p>Need help deciding? Answer the questions below to determine whether you need to work with ORSO, 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\n<p><span style=\"text-decoration: underline\"><strong><br>Note:&nbsp; This is decision tree is now a &#8220;click-through&#8221; process, vs. the prior PDF &#8220;one-pager&#8221;:<\/strong><\/span><\/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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