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Other Agreements for Review

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 What is an MTA? When do I need one? Who reviews and/or drafts these documents for MCW?

A Material Transfer Agreement (MTA) is a written contract between two or more organizations that covers the transfer of tangible research materials.  It defines the terms and conditions under which one entity – the provider – is making the material available to the other – the recipient – for the recipient’s research purposes.  The purpose of the MTA is to identify and protect any intellectual and other property rights of the provider, while permitting use of the material for a limited and specified research purpose by the recipient.  These agreements generally identify the specifics of the material to be transferred, describe the terms and purpose of the exchange, publication rights, liability issues, confidentiality and any intellectual property rights to the material itself as well as any derivatives.

Outbound MTAs:  An MTA should be put in place when you will be providing any biological materials (e.g. reagents, cell lines, plasmids, vectors, animals), chemical compounds, equipment or other tangible material to another organization for their research purposes.  The MCW Office of Grants & Contracts (GCO) prepares these MTAs upon request of the MCW provider investigator and negotiates terms with the recipient organization.  Once the terms are agreed upon, the MCW provider investigator signs the agreement and it is forwarded to GCO to obtain MCW institutional signature.  The template MTA can be found here.

Inbound MTAs:  An MTA should be put in place when you will be receiving biological or other research materials from another organization.  The GCO reviews all inbound MTAs to ensure there are no conflicts with basic academic rights and that there are no unnecessary restrictions to investigators.  Potential issues are often found in the areas of confidentiality, publication, use of materials in sponsored research projects, and conflicts with existing agreements.   Inbound MTAs are reviewed and processed for MCW institutional signature by the GCO.  Investigators and research staff should not sign and return MTAs to material providers themselves.

Additional Resources*

Material Transfer in Academia – an informative booklet from the Council On Governmental Relations (COGR) about entering into Material Transfer Agreements. (PDF)

NIH Sharing Policies and Related Guidance on NIH-Funded Research Resources – NIH portal for policy and guidance on resource sharing, including Biological Materials Policy.


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Office of Grants and Contracts Contact Information

Phone: 414-955-8563

Fax:     414-955-6552


Location: MACC Fund Research Center (MFRC) 3070

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News & Updates

CDMRP replaces eReceipt System with eBrap

For FY14, CDMRP has replaced the eReceipt system with the electronic Biomedical Research Application Portal (eBRAP).


New MCW Corporate Policy on PI Eligibility

MCW recently established a corporate policy regarding who at MCW is eligible to serve as the Principal Investigator (PI) on a research project. The policy sets the duties and responsibilities of a PI, and describes the processes for requesting and approving exceptions to these new PI eligibility requirements.

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Page Updated 06/24/2014