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OIP-ISR Presentation

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Jeffrey Nerdin

on 2 November 2012

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Transcript of OIP-ISR Presentation

SOW www.oip.ucla.edu OIP-ISR Your partner in research oip-isr at UCLA For Principal Investigators and Administrative Staff involved with Preparing and Processing Proposal Documents and Material Transfer Agreements ISR Industry Sponsored Research Working with If your research will involve interactions with and funding from industry sponsors, our Industry Contract Officers will help with the process. MTA Your contact to industry By the numbers we are we do we can work together If your research will involve the transfer of tangible research materials, our office will review and approve incoming and outgoing Material Transfer Agreements. over
$35 million in sponsored research funds What How Contracts with Industry * Sponsored Research Agreements
& Related Proposals
* Sponsored Research Subcontracts
& Related Proposals, including
SBIR and STTR proposals and
subcontracts * Teaming Agreements * Visiting Scientist Agreements * Fellowships * Confidential Disclosure Agreements
related to ISR contracts & proposals * Master ISR Agreements Office of Intellectual Property & Industry Sponsored Research - Material
Transfers Types of Agreements * Incoming Material Transfer
Agreements
* Outgoing Material Transfer
Agreements * Unfunded Research Collaboration
Agreements * Equipment Loan Agreements * Confidential Disclosure Agreements
related to MTAs * Master MTA Agreements - November 2012 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Thanksgiving Daylight Savings Veterans' Day CIRC IRB
ARC 10:32a 11/01/12 3107940558 INBOX OUTBOX EFM WHAT WE DO

Funded contracts or grants directly between UCLA and for-profit sponsors (including “flowthrough” awards)

Material transfer agreements

Unfunded contracts with industry WHAT WE DON'T DO

Clinical trials

Funded contracts or grants directly between UCLA and government agencies or non-profit sponsors

Personal consulting agreements

Purchase contracts OIP OCGA CTAO Sponsor Cap on Indirect Cost Rate UC has negotiated an IDC rate with DHHS

Full costs (direct and indirect) must be covered by the Sponsor Marci,

Dr. Parsimonious at Techinetic International told me that her company won't pay more than 20% overhead on the proposed research project. Please prepare a budget with 20% indirect costs and send it to OIP-ISR with our proposal packet. Thank you.



Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu What if the PI wants to negotiate the Indirect Cost rate with the sponsor or the sponsor wants to cap the Indirect Cost rate? On-Campus or Off-Campus Use the rate for the location where the majority of the work is performed Marci,

A portion the proposed Agronomics project will be done in my lab and a portion of it will be done at an off-campus facility in Santa Monica. I'm not sure if this is on-campus or off-campus research project. Can you help? Thank you.


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu What if part of the work is done on campus and part of the work is done off campus? PI Time in Sponsored Research Budget Marci,

With regard to the Drugus Pharmaceuticals project don't worry about including any salary for me in the budget. We need to get the costs down to where they will be able to afford it and I can just donate my time supervising the graduate students on this project. It won't require too much of my efforts anyway. Thank you.


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu The budget must contain effort and cost for the PI's participation What if the PI doesn’t want to include any salary for him or herself in the budget? Proposal for Industry Sponsored Research Award Yes! All proposals for funding processed by OIP-ISR need to be reviewed & approved by OIP-ISR and should be submitted with an OIP-ISR cover letter. Marci,

I need to submit a proposal to Crick Pharmaceuticals for the gene sequencing project that I'm hoping to work on with Dr. Crick. For now, the sponsor hasn't agreed to give us any money, so I don't think we need to worry about submitting the usual proposal documents to OIP-ISR yet, do we?


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu Do I need to contact OIP-ISR before submitting an award proposal to a possible industry sponsor? New SBIR Project with IDS Marci,

Janet Rodriguez at Intelligent Design Solutions just called and they are interested in working together on an SBIR proposal to NSF. Will you please find out what we need to do to get started? Thank you.


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu Small Business Innovation Research Program What if the PI wants tells me that they want to apply for an SBIR or STTR award? When do I need to have ARC Approval? Marci,

I know that we will eventually need to get ARC approval for the project with the Pantana mouse model, but I won't be able to specify exactly what tests we'll be running on the mice until I finish the first two stages of the project. How am I supposed to get ARC approval if I can't describe the research project?


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu It may be possible to begin working on certain aspects of the project, but no expenses relating to animal research may be billed until ARC approval is on file. What if the PI has a project that will be working with animals at some point in the future, but the first part of the project does not involve working with animals? New Research Involving Existing UCLA Intellectual Property oip-isr will help identify, address and manage potential intellectual property conflicts Marci,

The heat transfer unit that Icarus Automotive wants me to develop will be based on technology that Dr. Daedalus and I invented here at UCLA last year. We are working with the OIP licensing group on the patent and licensing matters, but I'm not sure how that relates to the research that Icaus will be funding. Please check it out. Thank you.



Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu What if the PI discloses that the project involves UCLA patented or copyrighted material? ISR Checklist Extra Money Left Over in the Weather.com Fund Marci,

It looks like we won't end up spending the full amount that we budget for that wind pattern research project we did for Weather.com. Can I use the remaining funds to cover our grad student's salary for next semester? Thank you.


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu oip-isr can help interpret contract language and determine applicability of Policy 913 What if the PI doesn’t spend all the money received in the award? Policy 900 Status an exception letter, approved by the Dean, Vice Provost, or other high level campus official Marci,

I would like to be the PI on a proposal to Company X but I do not have Policy 900 status. Please let me know what I need to be able to serve as the PI.

Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu EPASS - page 1 What if the PI does not have Policy 900 status? Potential Conflicts of Interest oip-isr coordinates review of financial interests disclosures Marci,

I was just talking to John at MediCorp and they are interested in sponsoring a new research project in my lab. However, I own stock in MediCorp and I am currently serving on the board of directors for the company. Is it still possible for me to accept research funding from MediCorp? Thank you.


Best,

Dr. Bruin
Principal Investigator
UCLA
Los Angeles, CA 90095
T: (310) 555-5202
F: (310) 555-8862
email: drbruin@research.ucla.edu What if the PI discloses that he/she is a member of the sponsor’s board of directors or that he/she owns stock in the sponsor company? 700U Form Disclosure Supplement Exception if salary costs exceed $250K Small Business Technology Transfer SBIR/STTR programs require special proposal requirements Contact oip-isr for official review and endorsement Contracting with Industry (OIP-ISR) Class Start defrosting turkey UCLA
vs
USC!! santa barbara marathon tickets to Clippers vs. Hornets vacation :) CIRC EPASS - page 1 EPASS - page 2 ISR Checklist EPASS - page 1 EPASS - page 1 Who oip-isr can help identify and mitigate cost sharing issues ZEPEDA PREZIDATIONS PRESENTS TAYLOR SWIFT LIVE ON STAGE AT STAPLES CENTER RAIN / SHINE - NO CAMS / REC SAT NOV 03 2012 7:30 PM To: Marci Admin
From: UCLA OIP-ISR Office of Intellectual Property &
Industry Sponsored Research

Contracting with Industry
November 1, 2012

Thank you for your participation! Budget EPASS - page 2 Budget Scope of Work Budget Scope of Work Scope of Work UCLA Indirect Cost Rates Type of Program On-Campus Off-Campus Research 54% 26%
Instruction 37% 26%
Other Sponsored Activities 35% 26% When in doubt...
call OIP-ISR!! DEPT subcontract enter prime sponsor name here SBIR or STTR subcontract enter government sponsor here Office of Intellectual Property &
Industry Sponsored Research

11000 Kinross Avenue, Suite 200
Los Angeles, CA 90095-1406

Tel. 310.794.0558 | Fax. 310.794.0638

Campus Mail Code: 140607 CALL OIP-ISR re: SPONSORED RESEARCH... When you have:

1. The University as party to the agreement;

2. Funding for research, instruction or
other sponsored activities;

3. Expectation of deliverables and/or rights
to intellectual property (i.e. not a gift); AND

4. A for-profit industry sponsor
(the "Who Writes the Check?" rule). CALL OIP-ISR re: SPONSORED RESEARCH... The "Who Writes the Check?" Rule

If the party that will write the check for actual funding to UCLA is a for-profit entity, then the contract will be handled by OIP-ISR, regardless of the original source of the funding, including government subcontracts
and SBIR/STTR subcontracts.

If no for-profit entity is involved, then the matter will not be handled by OIP-ISR. CALL OIP-ISR re: MATERIAL TRANSFER... When:

1. Proprietary materials, owned by either
UCLA or another party;

2. Must be sent by UCLA to the other party
(outgoing MTA) or received by UCLA from
the other party (incoming MTA); AND

3. The materials are being sent free of charge
(other than the cost of producing and
shipping the materials). CALL OIP-ISR re: MATERIAL TRANSFER... All MTAs are handled by OIP-ISR, regardless of whether they are with a for-profit or not-for-profit entity, including transfers between UCLA and other UC campuses and other universities.

Transfers of non-tangible materials, such as computer software, data, information and other similar items are also processed as material transfer agreements.

Outgoing transfers of proprietary materials belonging to third parties (or which contain third party proprietary materials) require special consideration. For the following with government or not-for-profit entities:

Agreements in anticipation of a sponsored research agreement (CDA, MOU, teaming agreements, etc);

Equipment loans;

Sponsored research agreements;

Industry-sponsored competitive grants; or

Inbound subaward/subcontract from industry under SBIR, STTR or other gov’t or non-profit funding. CALL OCGA re: RESEARCH FUNDING.... UC Sponsored Programs;

Outbound UCLA-Issued Subcontract or Sub-Award from a Research Agreements;

Inbound Subcontract from a non-profit with an industry sponsor as the prime; and

Agreements with government or not-for-profit sponsors that would be handled by CTAO if they were with a for-profit entity. ALSO CALL OCGA FOR... CALL CTOA re: CLINICAL TRIAL... For the following agreements with a
for-profit company:

Sponsor-initiated clinical trials (as defined by UCLA);

Confidentiality agreements (CDA/NDA) as a precursor to a CTA;

Registry agreements related to a CTA; and

Core lab services related to a CTA. If any entity (for-profit or not-for-profit) intends to provide gift funding. An award may be considered a "gift" if it meets the following criteria:

1. The donor does not expect any consideration
for the award (e.g. deliverables, IP rights, etc);

2. The funding is given without restriction as to
how it is used; and

3. There are no provisions for the return of any
portion of the funding under any circumstances. CALL DEPARTMENT DEVELOPMENT re: GIFT.. ZEPEDA PREZIDATIONS PRESENTS TAYLOR SWIFT LIVE ON STAGE AT STAPLES CENTER RAIN / SHINE - NO CAMS / REC SAT NOV 03 2012 7:30 PM
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