If you are a U-M researcher and you receive an MTA from a provider entity, please complete the Unfunded Agreement (UFA) request for incoming MTA in eResearch, under Proposal Management. Please be sure to upload the MTA when prompted in the online form. For additional information on completing an UFA request, please refer to the UFA Quick Reference Card.

Most lab members are eligible to complete the online submission form (e.g. lab manager, research administrator, graduate student, post-doc, or Principal Investigator), but Principal Investigator (PI) information is required to submit the form and the PI will be notified of the MTA request.

Information You Will Need to Provide

  • Description and amount of material to be received
  • Name and contact information (including email) of the Provider
  • Funding that you will be using to pay for the material (if a fee is applicable) and to support your research using the material.
  • Compliance requirements for various types of research activities that will be performed using incoming materials:
    – IRB approval for use in human subjects
    – RDRC/SHUR approval for use of radioactive material in human subjects
    – UCUCA approval for use of vertebrate animals
    – IBC approval for use of rDNA or SNA
    – HPSCRO approval for use or derivation of hiPSC or hESC
    – RPC approval for radioactive materials

Standard Agreements Used by U-M Tech Transfer

Generally, when the material is being sent from another non-profit institution in the United States and is not human derived materials or live animals (rats, mice, etc.), U-M Tech Transfer will attempt to use the Uniform Biological Material Transfer Agreement (UBMTA) or a Simple Letter Agreement (SLA). If needed, U-M Tech Transfer will work with you to develop appropriate MTAs for materials that are being provided by a for-profit entity and negotiate the terms of the agreement.

Processing of an Incoming MTA

  • Eligible individual completes the Unfunded Agreement (UFA) request for incoming MTA in eResearch, under Proposal Management. For additional information on completing an UFA request, please refer to the UFA Quick Reference Card.
  • U-M Tech Transfer reviews MTA request and supporting documents, and contacts PI and/or contact person designated on the form if further information is necessary
  • U-M Tech Transfer obtains and reviews MTA from outside entity (or drafts an MTA)
  • If necessary, U-M Tech Transfer negotiates the MTA terms
  • Upon completion of negotiation (if necessary), U-M Tech Transfer (and often U-M PI) sign the MTA and send it for signature by the outside entity
  • Once U-M Tech Transfer receives the fully executed MTA, we notify both parties that materials can be transferred and send a copy of the final agreement for their records

Agreement Negotiations and Restrictions on Openness of Research

Negotiation is often the most protracted process and the timeline of MTA processing depends on the extent of negotiation required, and the timing of the outside entity getting back to us, as well as any compliance issues that need to be resolved prior to approval. On some occasions, providers will attempt to impose a restriction on the openness of research and control how the materials can be used and how results generated from the use of materials may be shared with the research community. If any such restrictions are included in the proposed incoming material transfer agreement, U-M Tech Transfer will attempt to negotiate them out, and often these restrictions can be eliminated. In some cases, we may require department approval to move forward with agreements for which we are unable to negotiate preferred terms. You can always check the status of your MTA on the web through the Unfunded Agreement (UFA) in eResearch Portal.