Page 239 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022
P. 239

STANDARD OPERATING PROCEDURE Quality Specialists SOP No: Q012
SOP Title: Service Line Business Case Development
Children’s Health - Research Administration Service Order Agreement (SOA) Process
UTSW sends draft SOA to the Research Finance (RF) Mailbox
CCBD SOAs are sent to the CCBD Business Manager
RF Analyst sends non-CCBD SOAs to QS SOA Specialist to add to queue
QS SOA Specialist completes review using checklist
QS SOA Specialist & RA Senior Director reviews SOA
SOA sent to Director of RF for pricing
QS SOA Specialist facilitates ongoing communication from UTSW until all SOA questions have been satisfied. QS SOA Specialist will send the “CMC READY TO ROUTE” version of the SOA as the final.
QS SOA specialist sends priced SOA to UTSW
UTSW sends the final version of the SOA to Jonathan.Leer@UTSouthwestern.edu Financial Analysis Manager, Office of Sponsored Programs Administration (SPA) to route to the appropriate signatories via DOCUSIGN
The executed SOA is sent to the research finance mailbox
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