Policies, Publications, and Agreement Templates
Agreement Templates and Request Forms
for establishing startup companies or industry-sponsored research
| Agreement Templates | |||
|---|---|---|---|
| Sample Startup Exclusive License Agreement with Equity | |||
| Sample Startup Exclusive License Agreement without Equity | |||
| Sample Option for an Exclusive License Agreement | |||
| Sample Non-Exclusive License Agreement | |||
| Mutual Nondisclosure Agreement | Word | ||
| Sponsored Research Agreement | Word | ||
| Sample Startup Letter Agreement |
| Research Proposals | |||
|---|---|---|---|
| Subaward Request | Link | ||
| Proposal Checklist for PIs | Link |
| Material Transfer, Data Use, and Data Access Agreements | |||
|---|---|---|---|
| Material Transfer Agreement (MTA) Request Form | Link | ||
| Data Use and Data Access Agreement (DUA/DAA) Request Forms | Link |
| Conflict of Interest | |||
|---|---|---|---|
| Conflict of Interest Commitee | Link | ||
| Federal Financial Disclosure Form | Link | ||
| Statement of Economic Interests for Principal Investigators (State of California Form 700-U) | Link | ||
| Addendum to Statement of Economic Interests for Principal Investigators | Link | ||
| Managing Potential Conflicts of Interest in Licensing under the CA Political Reform Act | Link | Interactive PDF | |
| UC Summary Statement of Principles & Policies on Institutional Conflict of Interest in Research | Link | Interactive PDF |
| Invention and Software Disclosures | |||
|---|---|---|---|
| Inventor Disclosure | Link | ||
| Software Disclosure | Link |
| Other Forms and Documents | |||
|---|---|---|---|
| Compliance Information Form for Research Gifts | Link | ||
| Indirect Cost Rates (also known as Facilities & Administrative Rates) | Link | ||
| Cost Sharing | Link | Word | Interactive PDF |
| Commercialization Plan Template for Startups |
Forms include: Addendum to Statement of Economic Interests for Principal Investigators Managing Potential Conflicts of Interest in Licensing under the CA Political Reform Act UC Summary Statement of Principles & Policies on Institutional Conflict of Interest in Research Disclosures Inventor Packet Software Packet Agreement Templates Mutual Nondisclosure Agreement Sponsored Research Agreement Sample Startup Letter Agreement Sample Startup Exclusive License Agreement Sample Startup Exclusive License Agreement with Equity Sample Option for an Exclusive License Agreement Other Forms and Documents Compliance Information Form for Research Gifts Indirect Cost Rates Cost Sharing INTELLECTUAL PROPERTY POLICIES UC Intellectual Property Policy UC Patent Policy UC Copyright Policy UC Equity Policy UC Research Policy Analysis and Coordination UC Inventor Share Policy Open Source Software (OSS) Resource IPIRA Faculty Brochure IPIRA Entrepreneurship Brochure IPIRA Report Entrepreneurs' Startup Guide Intellectual Property Guide for Students Socially Responsible Licensing at Berkeley An Inventor's Guide to Technology Transfer Innovation at UC Berkeley Mergers and Acquistions from the UC Berkeley Startup Portfolio IPIRA Newsletter Archive
Intellectual Property Policies
- UC Intellectual Property Policy
- UC Patent Policy
- UC Copyright Policy
- UC Equity Policy
- UC AFS Guidelines: Accepting Equity for Access to University Facilities or Services
- UC Research Policy Analysis and Coordination
- UC Inventor Share Policy
- UC Open Source Software (OSS) Resources
- How to Choose an Open Source Software License: A Risk Matrix
Industry-University Relationships
- Guidelines on Industry-University Relationships
- Guidelines for Sponsored Research Agreements
- Transfer of Tangible Materials
- University Licensing Guidelines
- University Name in Advertising or Publicity
- Rights in Future Research Results
- Guidelines for Administering the Rights to Future Research Results Policy
- Tax Reform Act of 1986
Other Policies & Guidance for University Employees
- UC Licensing Guidelines
- Summary Statement of Principles and Policies on Institutional Conflict of Interest in Research
- Managing Potential Conflicts of Interest in Licensing under the CA Political Reform Act
- Agreement Concerning Copyrightable Computer Program and Data Set Licensing and Distribution of Income
- Patent Rights, Agreements, and Releases
- UC Berkeley Research Regulations
- Guide to Consulting for Faculty and Academic Employees
- Guide to Contracts at Berkeley
- Standards of Ethical Conduct
- Conflict of Commitment
- Consulting Guidelines (UC Office of the President Guide)
- Consulting Guidelines (UC Office of the Vice Chancellor of Research Guide)
- Research Regulations
- Export Control
Laws/Regulations/IP Offices
Guides & Reports
- IPIRA Faculty Brochure
- IPIRA Entrepreneurship Brochure
- IPIRA Report
- Entrepreneurs' Startup Guide
- Intellectual Property Guide for Students
- Socially Responsible Licensing at Berkeley
- An Inventor's Guide to Technology Transfer
- UC Berkeley Guide to Contracting
- Innovation at UC Berkeley
- Mergers and Acquistions from the UC Berkeley Startup Portfolio
- IPIRA Newsletter
- The Relationship of CEO Gender and Age to Performance of Venture-Backed Startups, January 2021
Research at Berkeley
Additional Useful Sites/University of California
Professional Organizations
- Council on Governmental Relations
- Association of University Technology Managers
- Licensing Executives Society
- National Council of University Research Administrators
Patent Information and Law
Government Sources
- California Codes
- US Copyright Office
- US Patent & Trademark Office
- World Intellectual Property Organization (WIPO)
Additional Useful Sites
- UC Available Technologies
- Technology Commercialization Process
- Office of Business Contracts & Brand Protection
- Office of the Vice Chancellor for Research
- Sponsored Projects Office
- Business Contracts and Brand Protection (BCBP)
- UC Berkeley Home Page
- UC Office of the President, Office of Technology Transfer
- UC Systemwide Policies/Guidelines
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