Agreement Types

ORA manages a range of research-related agreements on behalf of the University of Miami. The most common of these agreements are listed below. These agreements support sponsored research activities and ensure compliance with institutional, sponsor, and regulatory requirements. Understanding the appropriate agreement type is critical, as it determines the review process, responsible ORA team, documentation requirements, and timeline.

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  • Confidentiality Agreement/Non-Disclosure Agreement (NDA)

    CDAs/NDAs relating to research that UM is conducting/participating in or might conduct/participate in (i) where another party is disclosing its confidential information to UM (inbound disclosure) and mutual disclosures, or (ii) relating to a possible clinical trial.)

    For more information, please click here.

  • Inbound Material Transfer Agreement (MTA)

    Inbound Material Transfer Agreements (MTAs) are contracts covering the terms for the exchange of materials between two organizations, when the recipient intends to use it for his or her own research purposes.

    MTAs protect the rights of both the receiver and the provider of these materials. ORA processes INBOUND MTAs where material is being provided at no cost to UM. If your MTA involves the purchasing of, or payment for, the materials, it should be reviewed and processed by Supply Chain Services/Procurement and not ORA. 

    For more information, please click here.

  • Inbound Data Use Agreement/Data Transfer Agreement (DUA)

    An inbound Data Use Agreement/Data Transfer Agreement (DUA) governs the transfer or use of specific data between UM and another organization but does not involve the transfer of funds. Inbound DUA’s are handled by ORA wile outbound DUA’s are handled by OTT. 

  • Sponsored Research Agreement (SA)

    A Sponsored Research Agreement (SA) is contract where another party provides funds to UM for the purpose of conducting a sponsored project at UM. This type of contract is often awarded to UM as a result of a proposal or application being submitted to a sponsor. The proposal and application are also submitted through the Office of Research Administration.

  • Clinical Trial Agreement (CTA)

    A Clinical Trial Agreement (CTA) is an agreement covering the terms for a clinical trial to study investigational drugs or devices. The University of Miami is a signatory to The Accelerated Clinical Trial Agreement (ACTA). The ACTA is a model agreement with standardized terms and conditions which can be used to reduce contract negotiations for industry sponsored multi-site Clinical Trials. 

  • Outbound Subcontract (OS)

    An Outbound Subcontract (OS) is a written agreement issued by one entity to another to perform portions of work under a sponsored project. The subcontract terms include the flow down of terms and conditions from a prime award agreement.

    • Inbound: Subcontract is issued by another entity to the University of Miami
    • Outbound: Subcontract is issued by the University of Miami to another entity

  • Master Clinical Trial Agreement (MA)

    A Master Clinical Trial Agreement (MA) is an umbrella agreement where the parties agree on certain terms and conditions for future clinical trials. Master Clinical Trial Agreements remove the need to negotiate terms and conditions for individual clinical trials with only the individual study budgets needing review and negotiation. Having a Master Clinical Trial Agreement in place can greatly improve the turnaround time of negotiations for individual studies.

  • Research Collaboration Agreement (OTH)

    A Research Collaboration Agreement (OTH) usually does not involve the transfer of funds and outlines the responsibilities of two parties involved in a specific research project.
    Research Agreement: A Research Agreement (RA) is a contract between UM and another party to conduct research at UM.

  • Research Teaming Agreement (OTH)

    A collaborating institution may require the execution of a Research Teaming Agreement (OTH) prior to the preparation anemend/or submission of a proposal to the Prime Funding Agency. The purpose of a Teaming agret is to indicate general agreement on the nature of the working relationship. Teaming Agreements can also set forth basic terms related to the ownership of intellectual property, the ownership of any background Intellectually property, dispute resolution provisions and termination provisions as well as other programmatic issues such as data sharing that relate solely to the preparation of the proposal.

    The teaming agreement does not involve the transfer of funds nor should it include terms and conditions for the conduct of the research project if awarded. 

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