Add Partner

The partner (1.1) section contains:

• Partner*

• Partner Contact

• Do you have an agreement with the partner?*  The “Yes” or “No” answer selected (1.1.1) generates a new question.

Open

Open

If “Yes” is selected:

• Is the agreement in the proposal?* The “Yes” or “No” answer selected (1.1.2) generates a new question.

If “Yes” is selected:

• Is the Partner engaged for the entire project?* The “Yes” or “No” answer selected (1.1.3) generates a new option to fill.

If “Yes” is selected:

• From - To* (1.1.4). The dates of the complete duration of the project are automatically shown.

If in this last step “No” is selected:

• From - To* (1.1.5). The dates of partner engagement need to be manually entered.

If at point 1.1.1 “No” is chosen, the following questions are:

• Are you planning to have an agreement?* (1.1.6). Either if the answer is “Yes” or “No”, this adds a new following question.

• Is the Partner engaged for the entire project?* (as in 1.1.3).

If the answer to the latter question is either “Yes” or “No”, this generates a new option to fill in the same way as in 1.1.4 or 1.1.5.

Only in the case when a “Yes” and a “No” are entered to the section 1.1.1 and 1.1.2, respectively, a new field appears:

• Agreement type*

This allows the user to add a Memorandum of Understanding (MOU) and/or a Memorandum of Agreement (MOA) (1.1.7).

By clicking the button “MOU” (1.1.8), it is possible open a new section related to the MOU:

• MOU Agreement*, click on “Upload File” to upload a file.

• MOU Agreement Period*.

• MOU Agreement Amendment*, which is possible to upload only after the MOU Agreement is uploaded and the period (start date and end date) is entered.

By clicking the button “MOA” (1.1.9), it is possible to open a new section related to the MOA:

• MOA Agreement*, click on “Upload File” to upload a file.

• MOA Agreement Period*.

• MOA Agreement Amendment*, which is possible to upload only after the MOA Agreement is uploaded and the period (start date and end date) is entered.

It is also possible to add both a MOU (1.1.8) and a MOA (1.1.9).

Once all the information is added, click on “Save Changes”.

Remember that all the fields with asterisk are mandatory.