Data Transfer and Use Agreements

If your data request will be handled by Office of Legal Counsel, do not submit a request in PERA. Submit your request directly to the Office of Legal Counsel using their New Matter Intake Form.

Data Transfer and Use Request Form

Upload the form below as your supporting documentation in PERA.

Data-Transfer-and-Use-Request-Form-updated-09.2020 Download

Select the image to view a larger version

ComparingMTA-DUA-NDA1 Download

Data Transfer and Use Agreement Procedure

It is the faculty’s responsibility to create a DTUA request via PERA for DTUAs handled by Sponsored Program Services. Students cannot send DTUAs to SPS. If Purdue is receiving data, obtain an agreement from the data provider before creating a DTUA request in PERA.

This guide shows how to create and process a Data Transfer and Use Agreement (DTUA) for staff. Unlike other agreement types, the Data Transfer and Use Agreement request will be mainly completed outside of PERA.

Please refer to the Data Transfer and Use Decision Guide regarding which Purdue Office handles the various data agreements.

Visit the SPS website for information about DTUAs

The icons guide for training materials. A blue circle with a white question mark represents the Help Text you will see in the PERA system. Yellow sticky notes represent a note related to a step. A white star with a black outline represents a conditional question.

To begin a Data Transfer and Use Agreement

After you have completed the How to Create an Agreement Request guide, Purdue Contracting will request that you complete an info sheet. (You will find this request in your Inbox through PERA and receive an email in Outlook.) To find your request in the system:

1. Click on the Dashboard.

2. Find My Inbox.

3. Click on your agreement title.

4. Go to the History tab.

5. Here you will find Clarification Requested.

After you open the record, you will be able to complete the info sheet and view the contract analyst’s comments.

*You can also choose to follow this link to fill out the info sheet after submission rather than wait to fill it out from your inbox.

NOTE
If there are additional needs for clarification, you will follow the steps above to resolve the clarification.

After the PI has filled in the Intake Form, you will go to your activity tabs on the left-hand side and search for Submit Changes.

Detail any notes you would like to add.

Upload the info sheet in Supporting documents.

Select OK when complete.

NOTE
The DTUA request will stay in the unassigned state until the Contract Analysts reviews the info sheet and a draft agreement is received, if required.

Please note that it may take several rounds of clarification before the negotiation of the agreement can begin.

Once the review is complete, the Contract Analyst will draft and negotiate an agreement.

Contract Analysts Draft and Negotiation Process

If during the review process, there needs to be clarification, the contract analyst and PI will complete the following steps.

Contract analysts will make the decision to draft, or review and negotiate an agreement or request further clarifications.

If there is a need for further clarifications, the Contracting team will need to complete Request Clarification again with comments.

The PI will receive a notification in their inbox and use the Submit Changes button on the activity list to send it back to the Contracting team.

The Contracting team will receive notifications in the history tab.

Again, the contracting team will review the changes and decide whether the agreement needs further clarification or is ready for review and negotiations.

Please note that it may take several rounds of clarification before the negotiation of the agreement can begin.

Once the review is complete, the Contract Analyst will draft and negotiate an agreement.

The Contract Manager will click the Assign Owner button on the workspace menu.