Forms, Policies & Procedures

Here you will find a repository of forms, policies and procedures related to research at the University of Delaware. This repository draws on sources throughout campus to provide quick and easy access to these resources in a variety of formats, such as html, MSWord and Adobe PDF. We encourage you to explore and use the tools provided to narrow your search by word, resource type or category in order to learn more about the content that governs research at UD.


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Animal Subjects in Research

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Conflict of Interest
Contracts and Grant Management
Effort Certification
Export Regulations (ITAR/EAR/OFAC)
Human Subjects in Research
Intellectual Property
Internal Funding
Material Transfer
Reporting Misconduct
Research Administration
Research Agreement Templates
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RO Forms, Policies, and Procedures Search 2019

Forms, Policies and Procedures (21 Forms Entries)
Form: Research Office
About Material Transfer Agreements
Form: Research Office

About Material Transfer Agreements

Material Transfer Agreements (MTA) establish which party is the provider and receiver of materials, the extent of the provider’s ownership and the receiver’s usage, compliance with the individual terms and conditions on use of materials, and also protects the intellectual property interests of both the provider and receiver.   The UD Research Office handles both incoming MTAs, where the University is receiving research materials from other entities, as well as outgoing MTAs, where researchers are sharing UD materials with an outside entity.  To request an MTA, please complete the Material Transfer Agreement Webform below.  In addition to information related to the transfer, the form requires that the requestor attach a completed MTA draft:

  • For incoming materials, attach the agreement template given to you by the provider institution. If no agreement was provided to you by the outside party, complete the Incoming MTA form provided in the forms below.
  • For Outgoing materials complete and attach the Uniform Biological Material Transfer Agreement (UBMTA)for biological materials or MTA template for non-biological materials, or as an alternative to the UBMTA if desired.

The system will automatically populate the routing sequence for each request, however, the requestor may include additional approvers who should review/approve the transfer request.  The Research Office will review the template, and secure appropriate approvals for final execution of the MTA.  The Research Office will notify the requestor once all approvals have been met, and the agreement has been fully-signed.  Note that materials cannot be sent or received until the MTA has been fully-signed.

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Form: Research Office
Data Transfer and Use Agreement Template
Form: UD Research Office

Data Transfer and Use Agreement Template

This agreement template is to be used where transfer of data between the University of Delaware and an external entity are involved. Whether UD is the recipient or provider of the data.

 

Form Details:

OWNER: Regulatory Affairs

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: June 27, 2019

REVISION DATE(S): 2/4/20

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51665

Form: Research Office
Draft Master Research Agreement with Industry
Form: UD Research Office

Draft Master Research Agreement with Industry

The Draft Master Research Agreement with Industry is a template of a contract between UD and the sponsor; it specifies the obligations of UD and the sponsor in funding and conducting any scope of work that UD may propose for funding by that sponsor.

 

Form Details:

OWNER: Research Office

ORIGINATION DATE: September 9, 2018

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51657

Form: Research Office
Facility Use Agreement Template
Form: UD Research Office

Facility Use Agreement Template

The Facility Use Agreement is a template for an agreement between UD and an external entity; it specifies the terms and conditions associated with an external entity using UD facilities.

 

Form Details:

OWNER: Regulatory Affairs

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: February 4, 2020

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51674

Form: Research Office
Industry Research Agreement – Overview
Form: UD Research Office

Industry Research Agreement – Overview

This form is used to help manage the resources allocated from grants, gifts and sponsored agreements. Both the University and the government have specific protocols in place to prevent the misuse of funds and other resources. Please contact your assigned contract and grant specialist if you have specific questions, or if you have questions about other forms and steps in the award process. If you are unsure of who holds the contract and grant specialist position for your department, please refer to the Administrator Directory search on the Staff Directory Page.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: May 26, 2016

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51484

Form: Research Office
Industry Research Agreement – Alternative
Form: UD Research Office

Industry Research Agreement – Alternative

This form is a research agreement between a company and the University of Delaware. It has the following formal wording:

__________________________________________________________________

RESEARCH AGREEMENT BETWEEN COMPANY AND THE UNIVERSITY OF DELAWARE

THIS AGREEMENT is between , with offices at (hereinafter referred to as COMPANY), and the University of Delaware, with offices at Newark, Delaware 19716 (hereinafter referred to as UNIVERSITY), an educational nonprofit institution chartered under the laws of the State of Delaware. …

__________________________________________________________________

For a full description of the applicability of the “Research Agreements with Industry” please download this pdf. There are two options available to PI’s in IP Term Negotiations which include Standard Research Agreement and Exclusivity of Licensing to Private Sector Partner overviews.

 

Form Details:

OWNER: UD Research Office

RESPONSIBLE OFFICE: UD Research Office

ORIGINATION DATE: May 26, 2016

REVISION DATE(S): 4/10/18, 7/09/2020, 9/22/2022

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51486

Form: Research Office
Industry Research Agreement – Standard
Form: UD Research Office

Industry Research Agreement – Standard

This is a research agreement template between a company and the University of Delaware. It is meant as a template for aid in drafting of such agreements.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: August 19, 2010

REVISION DATE(S): 1/31/2012, 10/01/2012, 9/19/2014, 5/08/2019, 9/19/2019, 7/14/2022

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51485

Form: Research Office
Institutional Confidentiality and Nondisclosure Agreement
Form: UD Research Office

Institutional Confidentiality and Nondisclosure Agreement

This is an institutional confidentiality and nondisclosure agreement template between the University of Delaware and a corporation. It is meant as a template for aid in drafting of such agreements.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

REVISION DATE(S): 13-Aug-18

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51649

Form: Research Office
Material Transfer Agreement Required Webform
Form: UD Research Office

Material Transfer Agreement Required Webform

The Webform is the first step in requesting a Material Transfer Agreement (MTA) and is required by the Research Office prior to approving any request.  Please download and complete the UD Webform, including the MTA attachment, as completely and accurately as possible and submit.  The system will route the completed form to the appropriate approvers in the Research Office or the requestor’s Department.  The Research Office will notify the requestor when the agreement has been fully-executed and it has been approved to ship materials.  Templates for the MTA attachment are provided below.

Related Links

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

Download Form (CAS login) Email https://research.udel.edu/forms-policies-procedures/?entry=51503

Form: Research Office
Material Transfer Agreement Template – Incoming
Form: UD Research Office

Material Transfer Agreement Template – Incoming

A Material Transfer Agreement (MTA) is used to manage and record the transport of research material from one party to another, and is required for both incoming and outgoing materials. The attached MTA template is used to facilitate incoming transfers where the University of Delaware is the Recipient of the transfer. Please complete the appropriate sections of the attached MTA template and sign as Recipient Scientist.

Please note that there is a separate template available on this website for outgoing transfers where the University of Delaware is the Provider of the material.

The appropriate MTA template should be used to confirm the terms of transfer for any non-biological materials, or biological materials where the UBMTA available on this website is not applicable.

In addition to the attached MTA, you must also complete a MTA Webform. Attach the completed MTA (with your signature) when submitting a MTA Webform. The Research Office will review the MTA and obtain any remaining signatures.

For more information regarding intellectual property and research, please refer to the Regulatory Affairs page, or for additional questions, please contact Regulatory Affairs at 302-831-2136.

Related Links

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: July 7, 2011

REVISION DATE(S): 07/07/2011, 12/11/2014, 6/12/2019, 3/02/2020

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51504

Form: Research Office
Material Transfer Agreement Template – Outgoing
Form: UD Research Office

Material Transfer Agreement Template – Outgoing

A Material Transfer Agreement (MTA) is used to manage and record the transport of research material from one party to another, and is required for both incoming and outgoing materials. The attached MTA template is used to facilitate outgoing transfers where the University of Delaware is the Provider of the transfer. Please complete the appropriate sections of the attached MTA template and sign as Provider Scientist.

Please note that there is a separate template available on this website for incoming transfers where the University of Delaware is the Recipient of the material.

The appropriate MTA template should be used to confirm the terms of transfer for any non-biological materials, or biological materials where the UBMTA available on this website is not applicable.

In addition to the attached MTA, you must also complete a MTA Webform. Attach the completed MTA (with your signature) when submitting a MTA Webform. The Research Office will review the MTA and obtain any remaining signatures.

For more information regarding intellectual property and research, please refer to the Regulatory Affairs page, or for additional questions, please contact Regulatory Affairs at 302-831-2136.

Related Links

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: March 20, 2020

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51668

Form: Research Office
Memorandum of Understanding (MOU)
Form: UD Research Office

Memorandum of Understanding (MOU)

This is a template for a “Memorandum of Understanding (MOU)” agreement between the University of Delaware, a nonprofit institution of postsecondary education chartered under the laws of the State of Delaware, with its principal place of business in Newark, Delaware.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: May 15, 2018

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51648

ASSISTANCE

Compliance Hotline
Phone: (302) 831-2792

UD Research Office
210 Hullihen Hall
Newark, DE 19716
Phone: (302) 831-2136
Fax: (302) 831-2828
Contact us

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