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Create a Material Transfer Agreement

This guide shows how to navigate the Agreements workspace and perform basic actions on an agreement, create and submit an agreement, assign ancillary reviewer to review the agreement, respond to any clarification required by a reviewer, and create and submit an amendment.

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Note: As you move through this exercise, you will see fewer instructions about how to complete the questions, and instead, what to enter.

Agreement Upload

Agreement manager/Principal investigator

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1. Title or internal reference number: Type a short name for the agreement. As a guideline, keep it shorter than 50 characters. This text appears throughout the system as the agreement name, for example, in My Inbox.

2. Agreement type: Select Material Transfer Agreement.

3. Description: Type a description.

4. Supporting documents: Add the Supporting Document PDF file provided with this course.

General Information

1. Contracting party: Select or Type the contracting party.

2. Contracting party contact name: Type the contracting party contact name.

3. Contracting party contact e-mail: Type the contracting party contact e-mail.

4. Contracting party contact phone: Type the contracting party contact phone.

5. Responsible department/division/institute: By default, this field displays the organization of the Agreements Manager/PI entered on the Agreement Upload page.​ If no value displays, then you must select a value.​ In case the Manager/PI is changed in an agreement, the organization value gets updated automatically.​ In an integrated environment, if an agreement is created from a Funding Proposal or Award, this field populates with the value from the Funding Proposal or Award.

6. Agreements collaborators: Select the agreements collaborators.

Note: Collaborators have edit access to the agreement when it is in an editable state.

MTA Direction of Transfer

Are you receiving or sending materials: This selection affects the following pages that display in the SmartForm.

MTA Material Recipient Information

1. Are you exporting material outside the United States

2. For institutionally developed technology, are the transfer costs

3. Have you received, or will you receive, a financial gift

4. Do you have a financial relationship with the recipient: You have a financial relationship with the recipient if you have or your immediate family has received anything of economic value from the recipient, such as:

• Salary or payment for services (e.g., consulting)

• Equity interest (e.g., stocks, stock options, other ownership interest)

• Income related to intellectual property (e.g., patents, copyrights)

• Reimbursed travel expenses

• Gifts, memberships, honoraria, etc.

MTA Material Description

1. Identify the material

2. What is the origin of the material

3. What is the material type

4. Are you requesting or providing live animals

5. Identify any hazardous biological agents involved

MTA Material Source

1. Identify the institution that developed the material

2. Name of the investigator who developed the material

3. How was the material obtained?

4. For material developed at your institution, does it incorporate research material received from others

5. What is the function of the material?

MTA Material Development

1. Was development of this material funded

   1. Funding source

   2. Grant number

2. Has the researcher published about the material

MTA Material Use

1. Provide a concise scientific description of the recipient's use of this material

2. List the quantity of material to be transferred: (specify units)

3. What is the approximate value of the materials?

4. Will the material be used with material owned by an industrial or non profit agency?

5. Comments

MTA Additional Information

Add any comments that will be helpful to the MTA staff

Completion Instructions

Read the instructions on this page.

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