Definition: An agreement establishing a relationship between a university researcher and a U.S. National Lab. Such agreements may articulate intellectual property rights, facility access, and effort reimbursement.

Submission and Review

• All Joint Appointment Agreements (funded and unfunded) will be reviewed and signed by the Office of Sponsored Programs. This will ensure compliance with the terms and conditions of the agreement and management of the funds in SIMBA through a restricted account.
• Indirect costs will need to be charged at the appropriate federally negotiated rate.
• If either funded or unfunded, an Internal Approval Form (IAF), Scope of Work, and Budget will need to be submitted. If the Joint Appointment is not funded, a cost share budget will need to be submitted.
• Agreements should be forwarded to osp@psu.edu referencing the corresponding OSP Number from the IAF.

Post-Award Accounting

• Account set-up will be completed when the award is finalized and put to contract file.
• Grants/IOs will be established and budgets uploaded in SIMBA for funded Joint Appointments, as well as applicable cost sharing IOs.
• Research Accounting will be responsible for submitting all invoices and receiving payment.