Checklists

The following checklists were designed to assist in analyzing Sponsor-offered clauses and agreements to determine whether editing is required to bring them into conformance with the Regents' Rules and Regulations, Series 90000, regarding intellectual property. These diagnostic tools assess problems with Sponsor-offered clauses and provide links to contract clauses that illustrate solutions. Before attempting to edit Sponsor-offered clauses, offer the Sponsor a standard agreement. If the Sponsor does not accept the standard agreement, offer a standard clause as a substitute for a particular Sponsor-offered clause.

 

Each checklist summarizes the important features or concepts to look for (or in some cases, to avoid) in analyzing a contract clause that is not a standard clause or otherwise already approved. Use each checklist to determine whether the Sponsor-offered clause conforms with UT System requirements. If a discrepancy is noted, refer to the sample clauses for help. If numerous problems with a clause exists, try to substitute a standard clause rather than attempt extensive editing.

 

Because no two deals are identical, the best language for one transaction may not be the same as that for a different transaction. If in doubt, please feel free to contact an attorney in the Intellectual Property and Technology Transactions Group with specific questions.

 

Contract Clause Checklists

(Sponsored Research Study/Agreements, Patent and Technology License Agreements, and Clinical Trial Agreements)

Lab Study or Testing Agreement? Checklist

 

License Checklist

(Patent, Technology and Software Licenses Conveying Rights in Board Intellectual Property)

 

Material Transfer Agreement Checklist

Software Procurement Issues Presentation (UT Authentication Required)

 

 

Disclaimer: The materials on this website do not constitute legal advice. You should consult with an attorney before acting on or conveying any interpretation of these materials.

 

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