Agreement Types and Primary Resources
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Agreement* |
Definition |
Responsible Office |
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Grant (Federal/non-profit sponsor) |
A financial assistance award typically issued by governmental and non-profit entities to support a research project or program, research training program (e.g., Fellowships or training grants for individuals or groups of trainees) or public service project or program related to research or training | Primary: OSP |
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Cooperative Agreement (Federal/non-profit sponsor) |
A type of grant typically issued by governmental and non-profit entities when the sponsor anticipates that its programmatic personnel will have substantial involvement in project activities and oversight. | Primary: OSP |
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Research Agreement (Federal/non-profit sponsor) |
A contract that contains detailed terms governing the performance, funding and reporting of a research project or program. | Primary: OSP |
| Industry Sponsored or Industry Flow-through Research Agreement: Non-Clinical | A contract that contains detailed terms governing the performance, funding and reporting of a non-clinical research project or program funded by, or flowing-through a for-profit entity |
Primary: BRIDGE Secondary: OSP (will receive from BRIDGE) |
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Subaward/Subcontract (Incoming) |
A contract under another entity's prime award that transfers a substantive portion of a scope of work and associated funding to UMass Chan | Primary: OSP |
| Clinical Trial Agreement/Clinical Research Agreements |
A research agreement that provides for the prospective enrollment of human subjects for interventional or observational research wherein the personally identifiable health information of the human subjects is necessary to impart meaning to the research results of the trial/study. |
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Memorandum of Understanding (MOU) Excludes Veterans Affairs (VA) Agreements |
An agreement to express intention and/or state desire to cooperate in certain broad areas. The MOU format is recommended when partner institutions are either in the initial stages of collaboration discussions or when partners do not wish to commit to specific undertakings (aka Umbrella). UMass Chan collaborates with universities and institutions who share our strengths and interests by involving the ongoing exchange of students and/or faculty or the short-term use of university resources (space, lab equipment, etc.). |
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| Collaboration Agreement | An agreement to obtain the services of an individual or entity, or for UMass Chan to provide services to outside entities (revenue). | Primary: BRIDGE |
| Service Agreement | An agreement to obtain the services of an individual or entity, or for UMass Chan to provide services to outside entities (revenue). |
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| License/Option Agreement to UMass Chan Intellectual Property | A contract that conveys certain use rights related to UMass Chan intellectual property (e.g., patents, copyrights, or biological materials) to another entity, usually a for-profit company. | Primary: BRIDGE |
| Material Transfer Agreement (Incoming and Outgoing) | A contract (separate from a grant, cooperative agreement, research agreement, industry research agreement or clinical trial agreement) that protects the intellectual and other property rights of an entity providing a research material while permitting the receiving entity to use the material in its research. |
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| Confidentiality, Non-Disclosure (NDA) or Secrecy Agreement | A contract to protect an entity’s proprietary information when it is shared with another entity |
Primary:
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| Data Use Agreement/Data Sharing Agreement | A data use agreement (DUA) or data sharing agreement authorizes the transfer of a data set for specified limited purposes (e.g., conducting human research). |
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Facility Use Agreement or Access Permit (non UMMHC) |
An agreement to permit UMass Chan use of or access to a non-UMass Chan location or facility for the purpose of conducting UMass Chan research or an agreement where an outside entity/individual wants to rent UMass Chan space. | Primary: Office of Management |
| Equipment Loan Agreement | A contract that temporarily transfers equipment, instruments or other similar items of tangible personal property to UMass Chan for use in research or for testing and evaluation or instructional purposes in the course of research. | Primary: Asset Management |
| HIPAA Business Associate Agreement | A written agreement that governs the transfer of protected health information (PHI). |
Primary: Office of Management |
| Interdepartmental Service Agreement (ISA) (Massachusetts) | Contract that documents the business agreement (joint venture) between two Commonwealth departments within any branch of state government. |
Primary:
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| Salary (Billing) Agreements | Agreement between two institutions when a researcher is an employee of one institution and is performing work at another institution. Billing agreements are for the reimbursement of salary/fringe to the researcher’s primary institution. | Primary: Financial Services |
| Gifts/Pledges | Voluntary transfer of or promise of funds, property, or other items of value by a person or organization to the University without directly receiving (or giving) something of equal value in return | Primary: Advancement |
| Visiting Scientist Agreement | An agreement wherein a partner is granted permission by UMass Chan to access the intellectual and physical resources of the University for a finite period of time and within context. |
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| Fee for Service | An agreement where UMass Chan is providing routine services as work for hire. Fee for Service work is typically routine services from which no inventions will be made. |
Primary: BRIDGE |
*Commonwealth Medicine and Mass Biologics agreement processes may be different