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Ancillary Agreements Handled by OCGA

See a list of ancillary agreements handled by OCGA.

Types of Ancillary Agreements

Material Transfer Agreements (MTA)

For more information on Material Transfer Agreements, see the MTA website. For inquiries, contact MTAhelpdesk@ucsd.edu

Service Agreements

OCGA processes revenue-generating, non-research agreements with industry, where UC San Diego is providing services to the industry partner. These are also referred to as Sales and Service Agreements.

For more information, please visit our Service Agreement page. For inquiries, contact UCSD-provided-svcs@ucsd.edu

Unfunded Agreements

Researchers often collaborate on research or share research tools with other scientists or institutions without receiving funding. For many unfunded collaborations, a written agreement is beneficial or necessary. Unfunded agreements set out expectations, terms, and requirements to protect the interests of the investigators and the participating organizations. Unfunded agreements from industry might contain restrictive language that may conflict with basic academic and intellectual property rights, and other terms that must be negotiated.

Unfunded Agreements include a wide variety of collaborations. Common types of agreements include: 

Confidential Disclosure/Non-Disclosure Agreement (CDA/NDA), Data Use Agreement (DUA), Equipment Loan Agreement (ELA), Software Licensing Agreement (SLA), Memorandum of Understanding (MOU), Teaming Agreement (TA), and Unfunded Collaboration Agreement (UCA).

Submitting Requests

The Business Contracts Team at OCGA handles Unfunded Agreements. Request one by submitting the Unfunded Agreement Request eForm. For inquiries, email ocgacontractsupport@ucsd.edu.

Other offices that may handle your agreement:

Fee for Access

In cases where there is a one-time fee to access the data, or reimbursement for shipping materials, you may use MyPayments instead of issuing a PO through Marketplace after the agreement has been reviewed and signed by a delegated official.

Requirements for using MyPayments:

  • Payment must be specifically for accessing data or materials and not related to the scope of work
  • Invoice, or supporting documentation indicating amount to be paid
  • A copy of the executed agreement

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Confidential Disclosure/Non-Disclosure Agreements (CDA/NDA)

  • Also called Proprietary Information Agreements (PIA).
  • A non-disclosure or confidentiality agreement is intended to cover conversations that contain confidential and/or proprietary information from one or both parties and the terms control the disclosure, receipt, and use of the confidential or proprietary information.
  • Commonly, a non-disclosure or confidentiality agreement is needed when the company and a principal investigator are contemplating a research collaboration but first need to exchange information to further evaluate the potential for the research collaboration.
  • The primary focus of this type of agreement is to assure that the rights of the parties are protected with respect to retention of ownership and restrictions on dissemination prior to exchange of such information.
  • Non-disclosure/confidentiality agreements are generally only negotiated in advance of a formal research agreement and are generally limited to addressing topics such as the definition of confidential/proprietary information, the manner in which the information will be exchanged, information which is excluded from being considered confidential/proprietary.
  • In the event that prior disclosure is not necessary, appropriate non-disclosure/confidentiality terms will typically be included as part of the actual research or collaboration agreement.

Data Use Agreements (DUA)

A Data Use Agreement is a contract for one party to provide access to, or transfer of, data or a data set to a UCSD principal investigator for research purposes. The data may or may not have been published by the providing entity, may be subject to HIPAA obligations, or may have other limited use requirements while still ensuring UCSD’s ability to share or publish its research results. Data use terms may also be included within a larger agreement context, such as a sponsored or collaborative research agreement.

Equipment Loan Agreement (ELA)

An Equipment Loan Agreement is usually an agreement between UCSD and another party that allows that party to loan one or more items of equipment to UCSD for research purposes. 

  • Separate equipment loan agreements are generally only negotiated in cases where a company is providing equipment only and no other research support (e.g., no funding).
  • If the equipment is being loaned/provided as a part of a research project funded by the party providing the equipment or as part of an unfunded collaboration, the loan terms should be included as part of the research or collaboration agreement.
  • Loaned equipment is not automatically covered by the UCSD insurance program, be sure to confirm if and how the loaned equipment will be covered.
Note: Agreements may be processed by UCSD Procurement & Contracts if there is a recurring payment to the other party AND the other party is loaning the equipment to UCSD without requesting any evaluation.

Memorandum of Understanding (MOU)

An agreement between two or more parties that functions as a more formal alternative to a verbal or "handshake" agreement, also called a Letter of Agreement. However, depending upon the wording, an MOU may have the power of a binding contract. In practice, it acts more as a letter of intent since the usual purpose in the research community is to indicate a common interest in pursuing similar research goals.

Cases where the parties want to have a document which states their intentions to focus their efforts to pursue a common research goal; however such intentions have not progressed to the point where the parties are prepared to make a more formal commitment.

Software Licensing Agreements (SLA)

  • A Software Licensing Agreement allows for an outside party to provide use of software to UCSD for research purposes, providing both parties mutual benefit from use of software by UCSD.
  • Separate software licensing agreements are generally only negotiated in cases where a company is providing software only and no other research support (e.g., no funding).
  • If the software is being loaned/provided as a part of a research project funded by the party providing the software or as part of an unfunded collaboration, the licensing terms should be included as part of the research or collaboration agreement.

Note: Agreements may be processed by UCSD Procurement & Contracts if there is a recurring payment to the other party AND the other party is loaning the software to UCSD without requesting any evaluation.

Teaming Agreement (TA)

A contract that formally acknowledges the relationship and participation of two or more parties who are submitting a proposal for research funding to an outside sponsor, such as the Federal government.

Establishing the purpose of each party's participation and which of the parties will be primarily responsible for submitting the proposal and receiving the award, and which party will receive a subaward(s) from the party receiving the award.

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