Go to www.egms.umn.edu, on the right side of the page select "EGMS Forms," then "Make Request," then "MTARF." Use the below guide when filling out a Material Transfer Agreement Routing Form (MTARF).
Block 1—Source of materials: This is the name of the institution that has agreed to supply materials to you. To speed up the process, it is important to also know the points of contact there for material transfers, such as the scientist you are working with and a contact in the administrative office that manages transfer agreements.
Block 2—Description of materials: Be specific. This description becomes part of a legal agreement and it is important to protect yourself by not allowing inferences that you are responsible for more or different materials and information from what you are actually getting.
Block 3—Preferred transmittal date: Let us know if there is a critical deadline; we may be able to accommodate special circumstances. On average, a simple agreement with no need to negotiate terms with the material provider is complete in a week to 10 days after all steps are finished, depending on workload. Complex agreements where significant issues, such as pre-existing intellectual property licenses, must be worked out, can require two months or more depending on responsiveness of the other party and availability to negotiate.
Block 4—Mailing instructions: This is the address at the material-providing location where the MTA documents should be mailed. Use your own address for the materials themselves.
Block 5—Principal investigator: Self-explanatory.
Block 6—Co-investigator: Self-explanatory.
Block 7—Project number: Question “a” may be left blank. In “b”, describe what entity is providing the research funds for the project, for example, “start-up funds”, “NIH”, “NSF”, “MMF”, etc.
If there are intellectual property language issues, we must pull out the grant file to review the sponsor’s terms and conditions for intellectual property reporting, disposition of discoveries, etc. This is particularly an issue when the project sponsor and the material provider both assert rights to the same intellectual property arising from the research.
Block 8—MTARF is new or revised?: If this material is simply an addition to other material already received from the same source, or there is some other change involved, check “revised” and we will apply the MTARF issues to the existing agreements.
Block 9—Inventions, intellectual property, and confidential information: If there is any possibility that an invention may result from your research, check yes for 9a. This will not delay processing of the agreement.
Block 10—Research subjects protections, animal use approvals, and safety training: Advise the status of your IRB or IACUC application if human or animal subjects are involved. We do not hold up executing the MTA until you have clearance, but we do need to see that you are considering this essential step.
The MTA will normally be completed and provided subject to your satisfying this requirement before beginning the research itself. For PIs in good standing with institutional requirements, the various safety training and certifications addressed are reminders to you to follow the required steps, and allow the University to track and audit compliance as needed.
Block 11—Conflict of interest: If you have any reportable financial interest in the outcome of the research, update your REPA and advise us so that we can clear that hurdle to the project before importing the material. Most often, you will already have taken care of this when the grant proposal was being submitted, but it is possible that an update might be needed if this is a new activity.
Block 12—Research summary: This should be a one- or two-sentence abstract of what you plan to do with the material and what you hope to learn from the research. This information helps us narrow the scope of intellectual property provisions to speed up the process and also protect you and the University.
- “The compound will be applied to a new cell line to see if it causes protein XXX to be expressed”
- “The mice will be cross-bred to produce a strain that is deficient in dopamine production relevant to induced hypotension”
- “The compound will be administered adjunctively with interleukin and cyclosporin to determine if smaller doses of more anti-rejection drugs will reduce side effects.”
The description can be compared with existing patents both at the University and the institution providing the material to see what needs to be done to protect the rights of all parties. When the MTARF is in 'pending' status, SEND AN EMAIL to firstname.lastname@example.org with the MTARF number. UFRA staff are not automatically notified when MTARFs are complete.