CALIFORNIA STATE UNIVERSITY, LONG BEACH

 

BIOLOGICAL MATERIAL TRANSFER AGREEMENT

 

I. DEFINITIONS:

   1. PROVIDER: Organization providing the ORIGINAL MATERIAL. The name and address of this party will be specified in an implementing letter.

   2. PROVIDER SCIENTIST: The name and address of this party will be specified in an implementing letter.

   3. RECIPIENT: Organization receiving the ORIGINAL MATERIAL. The name and address of this party will be specified in an implementing letter.

   4. RECIPIENT SCIENTIST: The name and address of this party will be specified in an implementing letter.

   5. ORIGINAL MATERIAL: The description of the material being transferred will be specified below.

   6. MATERIAL: ORIGINAL MATERIAL, PROGENY, and UNMODIFIED DERIVATIVES. The MATERIAL shall not include: (a) MODIFICATIONS, or (b) other substances created by the RECIPIENT through the use of the MATERIAL which are not MODIFICATIONS, PROGENY, or UNMODIFIED DERIVATIVES.

   7. PROGENY: Unmodified descendant from the MATERIAL, such as virus from virus, cell from cell, or organism from organism.

   8. UNMODIFIED DERIVATIVES: Substances created by the RECIPIENT which constitute an unmodified functional subunit or product expressed by the ORIGINAL MATERIAL. Some examples include: subclones of unmodified cell lines, purified or fractionated subsets of the ORIGINAL MATERIAL, proteins expressed by DNA/RNA supplied by the PROVIDER, or monoclonal antibodies secreted by a hybridoma cell line.

   9. MODIFICATIONS: Substances created by the RECIPIENT which contain/incorporate the MATERIAL.

  10. COMMERCIAL PURPOSES: The sale, lease, license, or other transfer of the MATERIAL or MODIFICATIONS to a for-profit organization. COMMERCIAL PURPOSES shall also include uses of the MATERIAL or MODIFICATIONS by any organization, including RECIPIENT, to perform contract research, to screen compound libraries, to produce or manufacture products for general sale, or to conduct research activities that result in any sale, lease, license, or transfer of the MATERIAL or MODIFICATIONS to a for-profit organization. However, industrially sponsored academic research shall not be considered a use of the MATERIAL or MODIFICATIONS for COMMERCIAL PURPOSES per se, unless any of the above conditions of this definition are met.

  11. NONPROFIT ORGANIZATION(S): A university or other institution of higher education or an organization of the type described in section 501(c)(3) of the Internal Revenue Code of 1954 (26 U.S.C. 501(c)) and exempt from taxation under section 501(a) of the Internal Revenue Code (26 U.S.C. 501(a)) or any nonprofit scientific or educational organization qualified under a state nonprofit organization statute. As used herein, the term also includes government agencies.

12.  CSULB:  California State University, Long Beach

 

II. TERMS AND CONDITIONS OF THIS AGREEMENT:

   1. The PROVIDER retains ownership of the MATERIAL, including any MATERIAL contained or incorporated in MODIFICATIONS.

   2. The RECIPIENT retains ownership of: (a) MODIFICATIONS (except that, the PROVIDER retains ownership rights to the MATERIAL included therein), and (b) those substances created through the use of the MATERIAL or MODIFICATIONS, but which are not PROGENY, UNMODIFIED DERIVATIVES or MODIFICATIONS (i.e., do not contain the ORIGINAL MATERIAL, PROGENY, UNMODIFIED


DERIVATIVES). If either 2 (a) or 2 (b) results from the collaborative efforts of the PROVIDER and the RECIPIENT, joint ownership may be negotiated.

   3. The RECIPIENT and the RECIPIENT SCIENTIST agree that the MATERIAL:

      (a) is to be used solely for teaching and academic research purposes;

      (b) will not be used in human subjects, in clinical trials, or for diagnostic purposes involving human subjects without the written consent of the PROVIDER;

      (c) is to be used only at the RECIPIENT organization and only in the RECIPIENT SCIENTIST's laboratory under the direction of the RECIPIENT SCIENTIST or others working under his/her direct supervision; and

      (d) will not be transferred to anyone else within the RECIPIENT organization without the prior written consent of the PROVIDER.

   4. The RECIPIENT and the RECIPIENT SCIENTIST agree to refer to the PROVIDER any request for the MATERIAL from anyone other than those persons working under the RECIPIENT SCIENTIST's direct supervision.

   5. (a) The RECIPIENT and/or the RECIPIENT SCIENTIST shall have the right, without restriction, to distribute substances created by the RECIPIENT through the use of the ORIGINAL MATERIAL only if those substances are not PROGENY, UNMODIFIED DERIVATIVES, or MODIFICATIONS.  If the substances are PROGENY, UNMODIFIED DERIVATIVES, or MODIFICATIONS, they will not be transferred to anyone else without the prior written consent of the PROVIDER.

 

      (b) Under a separate implementing letter to this Agreement (or an agreement at least as protective of the PROVIDER's rights), the RECIPIENT may distribute MODIFICATIONS to NONPROFIT ORGANIZATION(S) for research and teaching purposes only.

      (c) Without written consent from the PROVIDER, the RECIPIENT and/or the RECIPIENT SCIENTIST may NOT provide MODIFICATIONS for COMMERCIAL PURPOSES. It is recognized by the RECIPIENT that such COMMERCIAL PURPOSES may require a commercial license from the PROVIDER and the PROVIDER has no obligation to grant a commercial license to its ownership interest in the MATERIAL incorporated in the MODIFICATIONS. Nothing in this paragraph, however, shall prevent the RECIPIENT from granting commercial licenses under the RECIPIENT's intellectual property rights claiming such MODIFICATIONS, or methods of their manufacture or their use.

   6. The RECIPIENT acknowledges that the MATERIAL is or may be the subject of a patent application. Except as provided in this Agreement, no express or implied licenses or other rights are provided to the RECIPIENT under any patents, patent applications, trade secrets or other proprietary rights of the PROVIDER, including any altered forms of the MATERIAL made by the PROVIDER. In particular, no express or implied licenses or other rights are provided to use the MATERIAL, MODIFICATIONS, or any related patents of the PROVIDER for COMMERCIAL PURPOSES.

   7. If the RECIPIENT desires to use or license the MATERIAL or MODIFICATIONS for COMMERCIAL PURPOSES, the RECIPIENT agrees, in advance of such use, to negotiate in good faith with the PROVIDER to establish the terms of a commercial license. It is understood by the RECIPIENT that the PROVIDER shall have no obligation to grant such a license to the RECIPIENT, and may grant exclusive or non-exclusive commercial licenses to others, or sell or assign all or part of the rights in the MATERIAL to any third party(ies), subject to any pre-existing rights held by others and obligations to the Federal Government.

   8. The RECIPIENT is free to file patent application(s) claiming inventions made by the RECIPIENT through the use of the MATERIAL but agrees to notify the PROVIDER upon filing a patent application claiming MODIFICATIONS or method(s) of manufacture or use(s) of the MATERIAL.

   9. Any MATERIAL delivered pursuant to this Agreement is understood to be experimental in nature and may have hazardous properties. The PROVIDER MAKES NO REPRESENTATIONS AND EXTENDS NO WARRANTIES OF ANY KIND, EITHER EXPRESSED OR IMPLIED. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR THAT THE USE OF THE MATERIAL WILL NOT INFRINGE ANY PATENT, COPYRIGHT, TRADEMARK, OR OTHER PROPRIETARY RIGHTS.

  10. Except to the extent prohibited by law, the RECIPIENT assumes all liability for damages which may arise from its use, storage or disposal of the MATERIAL. The PROVIDER will not be liable to the RECIPIENT for any loss, claim or demand made by the RECIPIENT, or made against the RECIPIENT

by any other party, due to or arising from the use of the MATERIAL by the RECIPIENT, except to the extent permitted by law when caused by the gross negligence or willful misconduct of the PROVIDER.

  11. This agreement shall not be interpreted to prevent or delay publication of research findings resulting from the use of the MATERIAL or the MODIFICATIONS. The RECIPIENT SCIENTIST agrees to provide appropriate acknowledgement of the source of the MATERIAL in all publications.

  12. The RECIPIENT agrees to use the MATERIAL in compliance with all applicable statutes and regulations, including Public Health Service and National Institutes of Health regulations and guidelines such as, for example, those relating to research involving the use of animals or recombinant DNA.

  13. This Agreement will terminate on the earliest of the following dates:

      (a) when the MATERIAL becomes generally available from third parties, for example, through reagent catalogs or public depositories, or

      (b) on completion of the RECIPIENT's current research with the MATERIAL, or

      (c) on thirty (30) days written notice by either party to the other, or

      (d) on the date specified below, provided that:

      (i) if termination should occur under 13(a), the RECIPIENT shall be bound to the PROVIDER by the least restrictive terms applicable to the MATERIAL obtained from the then-available sources; and

      (ii) if termination should occur under 13(b) or (d) above, the RECIPIENT will discontinue its use of the MATERIAL and will, upon direction of the PROVIDER, return or destroy any remaining MATERIAL. The RECIPIENT, at its discretion, will also either destroy the MODIFICATIONS or remain bound by the terms of this agreement as they apply to MODIFICATIONS; and

      (iii) in the event the PROVIDER terminates this Agreement under 13(c) other than for breach of this Agreement or for cause such as an imminent health risk or patent infringement, the PROVIDER will defer the effective date of termination for a period of up to one year, upon request from the RECIPIENT, to permit completion of research in progress. Upon the effective date of termination, or if requested, the deferred effective date of termination, RECIPIENT will discontinue its use of the MATERIAL and will, upon direction of the PROVIDER, return or destroy any remaining MATERIAL. The RECIPIENT, at its discretion, will also either destroy the MODIFICATIONS or remain bound by the terms of this agreement as they apply to MODIFICATIONS.

they apply to MODIFICATIONS.

(iv)  in the event the RECIPIENT terminates this agreement, the RECIPIENT will discontinue its use of the MATERIAL and will, upon direction of the PROVIDER, return or destroy any remaining MATERIAL. The RECIPIENT, at its discretion, will also either destroy the MODIFICATIONS or remain bound by the terms of this agreement as they apply to MODIFICATIONS.

 

  14. Paragraphs 6, 9, and 10 shall survive termination.

  15. The MATERIAL is provided at no cost, or with an optional transmittal fee solely to reimburse the PROVIDER for its preparation and distribution costs. If a fee is requested by the PROVIDER, the amount will be indicated below.

16.  The RECIPIENT agrees to assume full responsibility for the MATERIAL from the moment the MATERIAL leaves the care and control of the PROVIDER.

17.  The authorizing party from the University (see form below; University Research or Safety and Risk Management, or designee thereof) must have the authority to commit the University to assume full liability for the MATERIAL according to the terms and conditions of this document. 

III.  APPROVAL AND AGREEMENT SIGNATURES

Signatures below indicate the agreement between the Provider, Provider Scientist, Recipient and Recipient scientist to abide by all terms and conditions of this document. The Recipient scientist should sign two copies of this document and return one signed copy to the Provider.  The Provider scientist will forward the material to the Recipient scientist upon receipt of the signed copy from the Recipient organization.

 

 

 

1.  Material description and qualifying information:

 

 

IF CSULB IS THE RECIPIENT ORGANIZATION:

 

1.  Will animals be involved in the use of this material?  If yes, please describe briefly.

           

 

 Yes

 No

2.  Does this material include Recombinant DNA?  If yes, please describe briefly.

 

           

 Yes

 No

3.  Will the use of this material involve working with hazardous chemicals?  If yes, please describe briefly.

 

 Yes

 No

4.  Does the use of this material pose a potential threat to the safety of the environment, or to animals or humans?  If yes please describe briefly.

 

 Yes

 No

 

IF CSULB IS THE PROVIDER ORGANIZATION:

 

 

 1. Does the use of this material pose a potential threat to the safety of the environment, or to animals or humans?

 If yes, has this been disclosed to the recipient?

 

 Yes

 

 Yes

 No

 

 No

 

 

ORIGINAL MATERIAL (Please describe):

 

 

    

 

 

 

2.  Termination date for this agreement (optional):      

 

3.  Transmittal Fee to reimburse the Provider for preparation and distribution costs (optional):      

 

 

4.  Signatures

 

RECIPIENT ORGANIZATION

 

Recipient Investigator/Scientist:

 

Name:      

 

Title:      

 

Full Address:      

 

 

Telephone Number:                                                      FAX Number:      

 

Signature:                                                                     Date:                           

 

 

  • If CSULB is Recipient, the CSULB Campus Biosafety Officer must also sign:

 

Name:      

 

Title:      

 

Full Address:      

 

 

Telephone Number:                                                      FAX Number:      

 

Signature:                                                                     Date:      

 

 

University Authorization:

 

  • University Research or Safety & Risk Management, or designated Representative (if CSULB is Recipient, signatory must be the Director for Research Compliance or the Associate Vice President for Research & External Suppport):

 

Name:      

 

Title:      

 

Full Address:      

 

 

Telephone Number:                                                      FAX Number:      

 

Signature:                                                                     Date:                           

 

PROVIDER ORGANIZATION

 

Recipient Investigator/Scientist:

 

Name:      

 

Title:      

 

Full Address:      

 

Telephone Number:                                                      FAX Number:      

 

Signature:                                                                     Date:      

 

 

  • If CSULB is Provider, the CSULB Campus Biosafety Officer must also sign:

 

Name:      

 

Title:      

 

Full Address:      

 

 

Telephone Number:                                                      FAX Number:      

 

Signature:                                                                     Date:      

 

 

University Authorization:

 

  • University Research or Safety & Risk Management, or designated Representative (if CSULB is Provider, signatory must be the Director for Research Compliance or the Associate Vice President for Research & External Suppport):

 

Name:      

 

Title:      

 

Full Address:      

 

 

Telephone Number:                                                      FAX Number:      

 

Signature:                                                                     Date:                           

 

 

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