Intellectual Property Management Tools

Various tools are available through Innovation Partnership Services to assist University of Oregon faculty and staff in directing the creative inputs and outputs for their projects.

Agreements help you manage the intellectual property rights associated with your project from development through distribution, and can be tailored to meet your specific goals.

Forms aid you in strategic planning and implementation of a research project with respect to potential relationships and opportunities within the UO related to intellectual property.


Confidential Disclosure & Non-Disclosure Agreements

Confidential Disclosure or Non-Disclosure Agreements (CDA/NDA) can be useful tools when you wish to keep any information (not just intellectual property) confidential while discussing it with someone outside of the UO.  


Academic institutions are open environments, but there may be occasions where you are engaging with a non-UO party and need to protect your information from public disclosure. Protection in such cases is important if you are not ready to publish, if the information is part of on-going research, or if you are concerned about compromising intellectual property rights. A formal CDA or NDA allows you to manage your information's release in keeping with the publication or scientific validation timeline for your work.


In a sponsored research collaboration and other engagements with non-UO entities (industry, foundations, etc.), you might be asked to receive outside information which must be kept confidential.

Important points to consider when entering into a CDA or NDA include:

  • How close or distant from your current and future research is the information you will be receiving? 

  • How likely is it to be an active area for you at the University?

  • Who in your research group will have access to the information?

  • What exclusions does the Agreement include in case the information is obtained lawfully from another source?

View a sample Confidential Disclosure Agreement

The scope of individual agreements varies greatly depending on context of the information exchange and it's recommended that you consult with Innovation Partnership Services or the UO's General Counsel before committing to one. We can advise and assist you to ensure that the information exchange occurs in a manner that fosters collaboration while maintaining your ability to continue along your desired research trajectory and scholarship.

Material Transfer Agreements

The Uniform Biological Material Transfer Agreement (UBMTA) has been developed by NIH to simplify the process of sharing proprietary materials among public and nonprofit organizations. 

The UO is a signatory to the UBMTA and in instances where a material transfer agreement is desired by either you or the institution that is receiving biological materials from you, we recommend the UBMTA as the most expedient path to making biological materials available to other academic researchers. 

There are instances where the UBMTA may not create the distribution mode that you desire and we can work with you to develop a simple agreement that addresses issues such as attribution, notice of intended use, or other concerns relevant to your particular research project. 

You should consider the costs of providing materials to the academic community with respect to both the time and financial costs needed to successfully make the materials available. We also recommend that you take a few moments to review NIH's guidance on making research tools available. See the NIH Research Tool Guidelines for more information.

View the UBMTA


Identifier Guidelines

Many projects or organizations at the University of Oregon have identifiers such as logos, trademarks, or unique names related to their activities. This template will help you to create guidelines so that your identifier is used properly in support of your project's goals.

We are happy to work with you to strategize on when or whether to file for a federally registered U.S. trademark, service mark, or certification mark. Often it is not necessary to file for a federal mark initially but better to rely on United States common law rights-identifiers often change early in a project and you may not immediately know which identifiers are central to the public's identification with your work.

View Identifier Guidelines

Project Rules

The purpose of the Project (or Team) Rules is to establish an understanding among participants of a research project or contributors to a creative work regarding the obligations and expectations of each participant. This form may be particularly helpful in the case of a multi-lab collaboration or industry partnership when there are many participants or the research project has a longer time-line. 

Establishing a system for bringing work into the project and distributing the project's outputs can save you a tremendous amount of time and avoid potential misunderstandings along the way. Project Rules may also be prepared for incorporation into your grants that require IP Plans or additional information on how you intend to distribute the results of your research.

We work with the PI or Supervisor of each project to customize the Project Rules and discuss them with all of the participants so that everyone understands their value in the context of the planned or ongoing project. 

View Project Rules

Inventory Document

The Inventory worksheet helps you identify information assets created in a University of Oregon research project, such as software, chemical or biological materials, instructional materials, images or multimedia documents, designs, methods, logos, etc.

It's easy to forget how many interesting information assets and research artifacts can be created in a project. Whether used as a checklist or to brainstorm ideas for distributing your work or attracting investment for commercialization, an Inventory is a useful tool for tracking down obligations and identifying opportunities.

View Inventory Document

Invention, Software and Copyright Registration Forms

Visit the Reporting Innovation page for information on innovation disclosure forms.