Technology Transfer
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Research and Technology Complex 1
2600 Dorr St.
Toledo, OH 43606
2801 W. Bancroft St., MS 218
Toledo, OH 43606
419.530.6225
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Material Transfer Agreement
Material Transfer Agreements (MTAs) are: formal agreements (contracts) between a supplier and an institution to enable the use of research materials (e.g., data, organisms, human tissue, biological, or chemical materials).
Purpose:
Technology Transfer reviews all MTAs to ensure they align with University policies. Additionally, these agreements may include language that can prevent the recipient from publishing or even continuing their research.
While negotiating terms of a contract may take time, this function is essential to:
- govern the use of transferred material,
- advance academic research, and
- protect the rights of both the provider and recipient scientist.
MTAs may be either an academic transfer or purchase of material. Some institutions may refer to a purchase contract as an MTA, or may reference an MTA in their Terms of Service. Technology Transfer will confer with a Procurement Manager to determine the best route of such contracts.
MTA Checklist Form
This form is a checklist, it is not an agreement document. The checklist is solely required for UToledo's internal review; there is no need to send the form to an outside party.
Only employees or staff may be listed as the Provider/Recipient Scientist on an agreement.
Students, working in conjunction with faculty, may submit a checklist form on behalf of a Principal Investigator (PI), but may not submit a checklist form independently.
Faculty, or their proxy (e.g., grad students, research assistants, post-doctoral associates, lab staff) must submit an Internal MTA Checklist Form and have a fully executed agreement in place before sending materials to another institution or receiving materials outside UToledo.
Please note, when completing the Internal MTA Checklist Form, the PI listed on the checklist must match the Provider/Recipient Scientist name on the corresponding agreement.
Only an authorized signatory may enter into an MTA on behalf of the University and it is vital that you never enter into an MTA on your own.
Submit a checklist to initiate the process
All incoming/outgoing MTAs (non-animal/live animal) must be processed by Technology Transfer and require an Internal MTA Checklist:
Submit an Internal MTA Checklist
Live animal transfers require a separate Animal Import/Export Form. Visit the Department Of Laboratory Animal Resources (DLAR) webpage to complete their form.
Related Policies
Please review these policies related to contracts and signing authority:
Contract administration and signatory authority, 3364-40-08
Contract review and approval process, 3364-10-14
Material Transfer, 3364-70-12
PI's responsibilities on sponsored projects, 3364-70-22
Procurement policy, 3364-40-15
MTA Process
- Submit an Internal MTA Checklist Form and, if applicable, upload any documents received from the providing/receiving institution. The PI and Proxy will receive copies of the form after it is submitted.
- The Internal MTA Checklist Form is reviewed by Export Compliance and Research Compliance, and the draft agreement is reviewed, or initiated, by Technology Transfer.
- If neither compliance office has no further questions, the form is typically approved within a week and returned to Technology Transfer. However, compliance may contact the PI if they need further clarification, or to request a correction to the form. The PI must respond in a timely manner to prevent an unnecessary delay in the approval process.
- After both compliance offices approve and return the Internal MTA Checklist Form to Technology Transfer, the terms of the draft agreement are finalized, and the document is processed to obtain all necessary signatures.
- After the authorized signatories of all involved institutions sign the document(s), all interested parties receive a copy of the fully executed (FE) agreement.
- Upon receipt of the FE agreement, the material may be transferred.
For assistance or questions about an agreement, please contact Technology Transfer.