Agreements

Please note that the sample agreements below are provided for information purposes only – please contact a member of the IPS team to ensure that you are using the most up-to-date version and appropriate type of agreement to meet your needs.

A. Service Agreements

  • is used when a Carleton employee renders a service and provides the results to a client
  • no intellectual input or value-added is provided by Carleton and no publishable results are expected
  • the sponsor retains all rights to the intellectual property provided by the client and owns the results
  • confidentiality of the client’s information is typically perpetual
  • examples include testing/measurements on specialized equipment or the evaluation or analysis of materials or compounds

Sample Simplified Service Agreement

B. Confidentiality Agreements [Non Disclosure Agreements (NDAs)]

  • should only be entered into when proprietary information must be disclosed in order to advance potential research collaborations with Carleton
  • please note that NDAs (if required) should be entered into directly with the researcher(s) and on their own behalf
  • researchers at Carleton are not permitted to sign any agreement on behalf of Carleton unless explicitly authorized to do so pursuant to the Signing Authorities Policy
  • researchers should carefully review NDAs and make sure they can comply with its terms before signing
  • IPS can assist researchers in reviewing NDAs presented by Industry and Government Partners before signing

The Mutual Confidential Non-Disclosure Agreement may be used without review by IPS, should the Industry/Government partner agree.

C. Research Agreement

  • to be used for non-leveraged industry projects (e.g., funds from an industry partner only)

Sample Research Agreement

D. Research Grant Agreement

  • to be used for leveraged industry-government projects (e.g., NSERC CRD)

Sample Research Grant Agreement

E. Memorandum of Understanding (MOU)

  • a memorandum of understanding (MOU) is a nonbinding agreement between two or more parties outlining the terms and details of an understanding, including each parties’ requirements and responsibilities. An MOU is often the first stage in the formation of a formal contract. MOUs are not legally binding but are viewed as serious documents by the law. In many jurisdictions, an MOU is the same as a letter of intent, which is a nonbinding agreement stating a binding agreement will soon follow or that the parties agree to work together towards a common goal.
  • for an MOU template, please contact a member of the IPS team

F. Material Transfer Agreement (MTA)

  • to be used for transferring materials between institutions

*Sample Material Transfer Agreement (*template developed by the Association of University Technology Managers)