Industry Contracting
The Industry Contracting team is responsible for reviewing and executing agreements with industry for sponsored projects, including sponsored research and clinical trial agreements. The team is also responsible for all (industry, federal, non-profit) data use/transfer and research confidentiality agreements as well as other unfunded agreements to support UNC’s research community.
Please reference the information on this page to help you determine the type of agreement you need to process and method for their submittals to the Industry Contracting team for review. Please also contact OSPContracting@unc.edu for any additional assistance.
Agreement Types and Subtypes | Routing System | Instructions |
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Clinical Trial Agreement (CTA), including:
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CRMS |
CTA Amendments:
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Clinical Subsite Agreement | CRMS/ALICE |
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Confidentiality/Nondisclosure Agreement (CDA), including Task Orders under a Master CDA for the following: | ||
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CRMS | CRMS |
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ALICE | ALICE |
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These are handled by the Office of Technology Commercialization. Please submit a new CDA request via email to otc_cda@unc.edu Click here for CDA instructions |
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Core Recharge Service Center Agreement | Research Service Agreements | |
Data Use/Share/Transfer (DUA), including Amendments for the following: | ||
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Please submit requests and questions to OSPContracting@unc.edu. | |
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These are handled through the NCBI dbGaP online portal. The SO listed should be from Industry Contracting. For questions email OSPContracting@unc.edu. |
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These are handled by NC TraCS. Please submit a new request here. | |
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ALICE | ALICE |
Material Transfer Agreement (MTA) | ||
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RAMSeS | RAMSeS |
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BLUE |
These are handled by the Office of Technology Commercialization. Please submit a new MTA request here Click here for MTA instructions |
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ALICE | ALICE |
Master Agreement, including:
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ALICE | ALICE |
Sponsored Research Agreement (SRA), including:
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RAMSeS | RAMSeS |
Collaboration Agreement, including:
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ALICE | ALICE |
Amendment without funding, including:
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ALICE | ALICE |
ALICE Submittals
Unfunded agreements, such as Data Use Agreements (DUAs), Confidential Disclosure Agreements/Non-Disclosure Agreements (CDAs/NDAs), collaboration agreements, master agreements, and amendments with no change in funding. Please see ALICE Submission Guidance for more information.
Core/Recharge Service Center Agreements
Go to the Research Core Agreements page, and complete the appropriate form. If you need to provide any additional documentation or have questions, please contact OSPContracting@unc.edu.
Clinical Research Management System (CRMS)
A confidentiality agreement for information shared in advance of a specific clinical trial, clinical trial agreement, or amendment to a clinical trial agreement. CRMS will collect the information, and at the submission of the agreement in CRMS, the submitter will be redirected to ALICE for completion of the submission process.
RAMSeS Submittals
All other funded agreements require an IPF and once it is approved by your department’s Sponsored Projects Specialist (SPS), it will be sent to OSP’s IC team to negotiate.
- IPFs should include budget, the scope of work, draft agreement (if you have one), external contact for negotiations, and any other relevant information.
To learn more about the different research administration systems used at UNC, please see OSP’s Research Systems.
Clinical Trials Agreements
Industry clinical trials are research studies in which one or more human subjects are prospectively assigned to one or more interventions (placebo and/or control) to evaluate the effects of those interventions on health-related biomedical and behavioral outcomes and are funded by private, for-profit entities.
All industry clinical trials should be submitted in ALICE via CRMS.
CRMS Submittals
A confidentiality agreement for information shared in advance of a specific clinical trial, clinical trial agreement, or amendment to a clinical trial agreement. CRMS will collect the information, and at the submission of the agreement in CRMS, the submitter will be redirected to ALICE for completion of the submission process.
Non-Clinical Funded Agreements
Any industry project or agreement receiving new funding must first be submitted as an IPF, in RAMSeS, with the exception of agreements for UNC Research Service Centers (Recharge Centers) with approved rates.
The IPF must have a project description, a budget with appropriate F&A, and a draft agreement, if the sponsor has provided one. Any subsequent budget changes must be reviewed and approved by OSP before the agreement is signed, otherwise OSP is unable to set up a Project ID.
Once the IPF is reviewed and approved by OSP via RAMSeS, IC will be notified and the agreement will be entered into ALICE and assigned to one of the Contracting Officers. Given the range of project and agreement types, your department’s Contracting Officer will likely contact you to discuss your project or various provisions of the agreement to make sure your interests, in addition to UNC’s, are best served.
IC prefers to start from UNC’s template agreement, which can help decrease negotiation time, but some companies (particularly larger, international companies) will insist on starting from their template. If you would like to send UNC’s template agreement to the sponsor when discussing your project, please email OSPContracting@unc.edu and we can provide the current applicable version.
Master Agreements
Industry Master Agreements can be negotiated prior to having a set project and budget. If you are requesting a new Master Agreement without a project or budget determined, you can request review in ALICE.
Clinical Master Agreements
Clinical Master Agreements should be submitted through ALICE following the procedure above. Task/Work Orders should be submitted through CRMS like any other industry clinical trial agreement. You can submit a CRMS record that includes both the Master and the Task Order in the same record.
Non-Clinical Master Agreements
If a project and budget has been determined with the sponsor, an IPF needs to be submitted in RAMSeS for OSP review. Both the draft Master Agreement and the Task Order/Work Order for this first project should be uploaded to RAMSeS. In this instance, a separate request is not needed in ALICE for the Master Agreement alone.
Industry Contracting |
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Kim Austin | Director, Contracting | fitzgekl@email.unc.edu | (919) 962-0483 |
Sandra Florence | Contracting Coordinator | sandi.florence@unc.edu | (919) 445-2929 |
The Contracting Officers review and negotiate contracts for industry sponsored projects, including clinical trials and non-clinical research and related agreements, serving as liaisons between sponsors and University faculty. |
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Vacant | Contracting Team Manager (Clinical) | ||
Laura Bowness | Contracting Officer | bowness@unc.edu | (919) 962-4663 |
Courtney Creekmore | Contracting Officer | ccreekmo@email.unc.edu | (919) 843-7894 |
Dana Gatz | Contracting Officer | dana_gatz@unc.edu | (919) 843-0833 |
Lauren Jacobson | Contracting Officer | ljacob@email.unc.edu | (919) 966-1181 |
Seyi Lawal | Contracting Officer | folawal@unc.edu | (919) 962-6518 |
Tyler Tarrant | Contracting Officer | ttarrant@email.unc.edu | (919) 843-3198 |
Angela Smolik | Contracting Team Manager (Non-Clinical) | asmolik@email.unc.edu | (919) 962-6242 |
Joshua Bennett | Contracting Officer | joshua.bennett@unc.edu | (919) 962-4675 |
Christine Cline | Contracting Officer | cecline@unc.edu | (919) 843-2891 |
Diane Koltz | Contracting Officer | dkoltz@email.unc.edu | (919) 962-6246 |
Charis Link | Contracting Officer | rcharis@unc.edu | (919) 962-4685 |
Emily Linz | Contracting Officer | elinz@email.unc.edu | (919) 843-9656 |
Khadeeja Mullard-Clements | Contracting Officer | dmullard-clements@unc.edu | |
Radha Sehgal | Contracting Officer | rsehgal@email.unc.edu | (919) 962-5598 |
Kaylie Orlan | Contracting Team Manager (Non-Industry) | kaylie_mccraw@med.unc.edu | (919) 962-4686 |
Matthew Bucklin | Contracting Officer | matthew.bucklin@unc.edu | (919) 843-3198 |
Jacob Drouillard | Contracting Officer | jacobdr@unc.edu | (919) 966-6741 |
Addy Keenan | Contracting Officer | keenanad@email.unc.edu | |
Elspeth Long | Contracting Officer | elspethc@email.unc.edu | |
Karissa McKendall | Contracting Officer | kmckend@unc.edu | (919) 962-3115 |
Elise Richards | Contracting Officer | mesrich@email.unc.edu | (919) 962-4677 |
Brie Teer | Contracting Team Manager | bteer@email.unc.edu | (919) 962-4678 |
Christina Crawford | Contracting Officer | christina_crawford@unc.edu | (919) 962-7661 |
Kyle Helmick | Contracting Officer | khelmick@unc.edu | (919) 962-5698 |
Amy Mabry | Contracting Officer | amy.mabry@unc.edu | (919) 962-4691 |
Earleen Sharrock | Contracting Officer | Earleen_Sharrock@email.unc.edu | (919) 962-6438 |
Jessica Shenefield | Contracting Coordinator | shenej@email.unc.edu |