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Agreements & Metadata Portal

***Please note: AMP is intended to be a resource for researchers with the goal of cataloging datasets and related agreements. AMP is continuously updated as the Institute's body of research grows. If you know of datasets that need to be added, please let us know!

  • Ability to search by: 

    • Project (This needs to be consistent between Proceedings & AMP) 

    • See all agreements and datasets that relate to this project (i.e. CINES) 

    • Agreement Type 

    • See all CDAs, DUAs or Bilateral Agreements 

    • Outside Entity/Sponsor/Vendor/Provider 

    • See all agreements or datasets from a specific entity 

    • End date 

    • See all agreements or datasets (and be able to break them into categories) that expire at a certain date 

    • Specific term 

    • For example, see all agreements with a Foreign National restriction or with a Publication Restriction 

    • Dataset – Tags/Topics 

    • See all datasets associated with a given tag 

    • Dataset – Description of data 

    • Ability to do a free word search keying off of this field 

    • Dataset – Redistributable 

    • Dataset – Redistribute Derivatives 

    • Dataset – Use in Public Application 

    *Note for all of the above, need to be able to see all terms/conditions that apply (i.e. the csv download option)

    Summary Reports – ability to set a date range: 

    • Total # 

    • Datasets by Type 

    • Agreements by Type 

    • New # 

    • Datasets by Type 

    • Agreements by Type 

    • Expired # 

    • Datasets by Type 

    • Agreements by Type 

  • AMP (Agreement Metadata Portal) Artifact Types and Info 

     

    Artifact Type 

    Definition 

    File Type 

    Agreement 

    A legally binding contracts identifying the rights and responsibilities of the Institute and the sponsor/outside entity. 

    Attachments usually DOCX, XLSX, PDF 

    Dataset - Purchased 

    A dataset purchased by BI, listing associated projects, requirements & restrictions 

     

    Dataset - Public 

    A dataset purchased by BI, listing associated projects, requirements & restrictions 

     

    Dataset – Data Use Agreements 

    A dataset purchased by BI, listing data use agreements. 

     

    Dataset – BI Generated 

    A dataset generated by BI, listing requirements for use, sharing, etc. 

     

    Dataset - Synthesized 

    A dataset synthesized by BI, listing requirements for use, sharing, etc. 

     

     

  • AMP (Agreement Metadata Portal) Field Names and Information 

     

    Field Name 

    Contents 

    Actions Required/Where found? 

    Artifact Type 

    Drop-down menu of artifact types: 

    • Agreement 

    • Dataset – Purchased 

    • Dataset – Public 

    • Dataset – Data Use Agreement 

    • Dataset – BI Generated 

    • Dataset - Synthesized 

    Select type of artifact for creation 

    Agreement Name 

    Full name of agreement 

     

    Agreement Version 

    Field to track versioning of items using the same name. Name search needs to include this field when providing results. 

     

    Immediate Sponsor/Outside Entity/Vendor/Provider 

    Drop-down menu originating from Procurement or ResearchUVA. Add an “Other” box so that if the field is not found in the dropdown it can be entered here. 

    Field should be a feed from 

    ResearchUVA (Immediate Sponsor) 

    Originating Sponsor 

    Drop-down menu originating from ResearchUVA 

    Field should be a feed from ResearchUVA (Originating Sponsor) 

    PI or Technical Contact 

    Drop-down list of BI Researchers 

    Taxonomy 

    Administrative Contact 

    Drop-down list of BI Admins 

    Taxonomy 

    Effective Date 

    YYYY/MM/DD 

     

    Expiration Date 

    YYYY/MM/DD – add check box option “Until Research is Completed” that would take the place of the expiration date 

     

    Project Title 

    Text field (multi-select) 

    This project title list should come from the Projects on the BI website 

    Award Number 

    Text field 

     

    Agreement Type 

    Drop-down list of Agreements: 

    • CDA/NDA 

    • Collaboration Agreement 

    • Consortium or Membership Agreement 

    • DUA 

    • IP Agreement 

    • License Agreement 

    • Loan Agreement 

    • MTA 

    • NOA Bilateral 

    • NOA Unilateral 

    • Teaming Agreement 

    • Master Agreement 

    Taxonomy 

    Agreement Type Notes 

    Textarea 

    Help Text based on Agreement Type selection:  

    *CDA/NDA – one-way or two-way 

    *Collaboration Agreement 

    *Consortium or Membership Agreement – who is paying the fee and other cost-type requirements 

    *DUA – incoming or outgoing; FDP DTUA? Payments required? 

    *IP Agreement 

    *License Agreement 

    *Loan Agreement 

    *MTA incoming or outgoing; UBMTA? Payments required? 

    *NOA Bilateral 

    *NOA Unilateral – federal RTCs 

    *Teaming Agreement 

    Sponsor/Outside Entity Type 

    Drop-down list of types: 

    • US Industry 

    • US Government 

    • US College/University 

    • US Non-profit 

    • Local/State Government 

    • Foreign Industry 

    • Foreign Government 

    • Foreign College/University 

    • Foreign Non-profit 

    Taxonomy 

    UVA Reference Number 

     

    Grant Award Number/UVA Reference Number/PO 

     

     

    Tab: Demographic Information 

    Renewal: 

    Provision Included 

    List: 

    • Bilateral Amendment 

    • Unilateral Amendment 

    • Auto-renewal 

    • None 

     

    Provision Notes 

    Texarea 

     

    Change of Personnel: 

    Sponsor Approval or Notice Required for Change of Personnel 

    Drop down menu of “Yes”/”No 

     

    Approval Notes 

    Textarea 

     

    Publication: 

    Publication Restriction 

    Drop down menu of “Yes”/”No 

    If yes, require uploaded documentation of the restriction approval 

    Publication Acknowledgment 

    Drop down menu of “Yes”/”No 

     

    Pub Acknowledgment Notes 

    Textarea 

     

    Publication Notice/Review Period 

    Drop down menu: 

    • Less than 30 Days 

    • 30 Days 

    • Greater than 30 Days 

    Include contact information if in agreement 

    Pub Notice/Review Notes 

    Textarea 

     

    Confidentiality: 

    Provision Included 

    Drop down menu of “Yes”/”No 

     

    Provision Notes 

    Textarea 

     

    Standard Exclusions 

    Drop down menu of “Yes”/”No 

    Dependent on Y for Provision Included 

    Expiration Period 

    Drop down menu: 

    • 3 Year 

    • 5 Year 

    • 7 Year 

    • 10 Year 

    • Other 

    Dependent on Y for Provision Included 

    Expiration Date 

    Date field 

    For reporting 

    Expiration Notes 

    Textarea 

     

    Destruction Requirement/Certification 

    Drop down menu of “Yes”/”No 

     

    Governing Law/Venue: 

    Governing Law 

    Drop down menu: 

    • Virginia 

    • Silent 

    • Other 

     

    Venue Provision 

    Drop down menu of “Yes”/”No 

     

    Governing Law/Venue Notes 

    Textarea 

     

    Risk Assessment Form Completed/Signed 

    Drop down menu of “Yes”/”No 

    If “Other” selected under Governing Law, this option appears 

    Invoicing/Labor Hour Reporting: 

    Financial Reporting Requirements 

    Drop down menu of “Yes”/”No 

     

    Financial Report Due Dates 

    Drop down menu: (multiselect) 

    • Monthly 

    • Annually 

    • Final 

    • Other 

     

    Financial Due Date Details 

    Textarea to provide specific due date details 

     

    Technical Reporting Requirements 

    Drop down menu of “Yes”/”No 

     

    Technical Reporting Due Dates 

    Drop down menu: (multiselect) 

    • Monthly 

    • Annually 

    • Final 

    • Other 

     

    Technical Due Date Details 

    Textarea to provide specific due date details 

     

    Closeout Reporting Requirements 

    Drop down menu of “Yes”/”No 

     

    Deliverable Due Dates 

    Textarea 

     

    Travel: 

    International Travel Restriction 

    Drop down menu of “Yes”/”No 

     

    Sponsor Approval Required for Travel 

    Drop down menu of “Yes”/”No 

     

    Travel Detail Notes 

    Textarea 

     

    Subawardees: 

    Sponsor Approval Required to add Subawards 

    Drop down menu of “Yes”/”No 

     

    Subawards approved on this award 

    Drop down menu of “Yes”/”No 

     

    Subawardee Institution(s) 

    Textarea 

     

     

    Tab: Compliance 

    Conflict of Interest: 

    Individual COI Requirements 

    Drop down menu of “Yes”/”No 

     

    Organization COI Requirements 

    Drop down menu of “Yes”/”No 

     

    COI Notes 

    Textarea 

     

    Export Controls: 

    Fundamental Research 

    Drop down menu of “Yes”/”No 

     

    Export Control Provisions 

    Textarea Box 

     

    Required Notice/Amendment to Provide Export Controlled Items 

    Drop down menu of “Yes”/”No 

     

    Foreign National Restriction 

    Drop down menu of “Yes”/”No 

     

    Export Controlled Items, Materials, or Information Involved 

    Drop down menu of “Yes”/”No 

    Require attachment upload of Export Control Approval if “Yes” 

    Export Control Notes 

    Textarea 

     

    Privacy: 

    Privacy Regulations 

    Drop down menu: (multiselect) 

    • HIPAA 

    • GDPR 

    • FERPA 

    • CCPA 

    • Other 

     

    Other Privacy Requirements 

    Drop down menu of “Yes”/”No 

     

    Other Privacy Language 

    Textarea 

     

    Privacy Notes 

    Textarea 

     

    Intellectual Property/Use of Results: 

    IP Ownership Rights 

    Drop down menu: 

    • Standard Provisions 

    • Non-Standard Provisions 

     

    Use of Data 

    Drop down menu: 

    • No Restrictions 

    • Limited Restrictions 

    • Full Restrictions 

     

    IP Notes 

    Textarea 

     

    IRB: 

    IRB Approval Required 

    Drop down menu: 

    • UVA HSR-IRB 

    • UVA SBS-IRB 

    • Non-UVA IRB 

    • None Required 

     

    IRB Protocol Number 

    Text field 

     

    IRB Notes 

    Textarea 

     

    Data Security: 

    Contains any of the following: NIST 800-171, NIST 800-53, FIPS 140-2, FIPS 199, Uncontrolled Unclassified Information (CUI), Covered Defense Information (CDI), DD254 

    Drop down menu of “Yes”/”No 

     

    Data Security Notes 

    Textarea 

     

    Special FAR/DFAR Clauses: 

    FAR Requirements Included 

    Drop down menu of “Yes”/”No 

    If no, then no other questions in this section appear. 

    No applicability/”self-deleting” language included 

    Drop down menu of “Yes”/”No 

     

    No applicability/”self-deleting” language Notes 

    Textarea 

     

    FAR 52.52.232-20 (Limitation of Cost) 

    Drop down menu of “Yes”/”No 

     

    FAR 52.52.232-22 (Limitation of Funds) 

    Drop down menu of “Yes”/”No 

     

    FAR 52.219-9 (Small Business Subcontracting Plan) 

    Drop down menu of “Yes”/”No 

     

    Small Business Subcontracting Plan Completed 

    Drop down menu of “Yes”/”No 

    If Yes, require upload of plan 

    Small Business Subcontracting Plan Notes 

    Textarea 

     

    DFAR 252.204-7000 (Disclosure of Information) 

    Drop down menu of “Yes”/”No 

     

    DFAR 252.204-7012 (Safeguarding Covered Defense Information & Cyber Incident Reporting) 

    Drop down menu of “Yes”/”No 

     

    DFAR 252.204-7019 (Notice of NIST SP 800-171 DoD Assessment Requirements) 

    Drop down menu of “Yes”/”No 

     

    DFAR 252.204-7020 (NIST SP 800-171 DoD Assessment Requirements) 

    Drop down menu of “Yes”/”No 

     

    DFAR 252.204-7021 (CMMC Requirements) 

    Drop down menu of “Yes”/”No 

     

     

    Tab: Dataset Details 

    Dataset Name 

    Full name of dataset 

     

    Dataset Version 

    Field to track versioning of items using the same name. Name search needs to include this field when providing results. 

     

    License Type 

    Drop down menu: 

    • Creative Commons 

    • MIT 

    • Other 

     

    Projects that use the data 

    Text field (multi-select) 

    This project title list should come from the Projects on the BI website 

    Description of Data 

    Textarea 

    Help text: Include data format and structure 

    Tags/Topics 

    Keywords 

    Model after keywords in Proceedings 

    Last Updated 

    Date field 

     

    Expiration Date 

    Date field 

     

    Related Agreements 

    Drop-down menu of all agreement names (multi-select) 

     

    If Purchased, cost 

    Text field 

     

    If Purchased, source of funds used 

    Text field 

     

    Geographic Location (i.e. Country) 

    Text field 

     

    Dataset size 

    Text field 

     

    Source Location 

    Flexible link to allow for http://, Sciduct://home/foo, Rivanna:// 

     

    Protocol Number 

    Text field 

     

    Redistributable  

    Drop down menu: 

    • OK 

    • OK with Conditions 

    • No 

    If “OK with Conditions” is selected, need a flag saying “Contact Kristy Hall to discuss” 

    Redistribute Derivatives 

    Drop down menu: 

    • Unlimited 

    • Limited 

    • None 

     

    Expire Derivatives 

    Drop down menu of “True”/”False 

     

    Use in Public Application 

    Drop down menu of “Yes”/”No 

     

    For Government Use 

    Drop down menu of “Yes”/”No 

     

     

    Tab: Files/Reference Number 

    Files/Media: 

    Files for Attachment 

    Files for access/download 

     

    AMP Reference Number: 

    AMP Reference Number 

    Auto-generated unique identifier 

    Use format:  

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