PLAYBOOK TEMPLATES

Material Transfer Agreement (MTA)

An MTA governs the transfer of tangible research materials between organizations. This playbook highlights confidentiality, permitted use, and ownership of resulting data or inventions.
Healthcare & Life Sciences
Issue & Concept List
Scope of Services
Payment and Pricing
Regulatory Compliance
Data Privacy and Security
Intellectual Property Ownership
Indemnification and Liability
Confidentiality Obligations
Warranties and Representations
Audit and Inspection Rights
Termination and Dispute Resolution
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What you get in this playbook

1

Scope of Services

Specifies the exact services, deliverables, and performance standards required from each party.
2

Payment and Pricing

Outlines the fees, payment schedule, invoicing procedures, and terms for price adjustments.
3

Regulatory Compliance

Addresses obligations to comply with applicable healthcare and life sciences laws and regulations.
4

Data Privacy and Security

Specifies requirements for handling, storing, and transmitting protected health information and other sensitive data.
5

Intellectual Property Ownership

Defines the ownership, licensing, and usage rights of inventions, data, and materials developed during the contract.
6

Indemnification and Liability

Allocates responsibility for third-party claims, damages, and associated legal costs between the parties.
7

Confidentiality Obligations

Establishes obligations to protect proprietary and confidential information exchanged under the agreement.
8

Warranties and Representations

Specifies assurances regarding product quality, compliance, and performance provided by each party.
9

Audit and Inspection Rights

Grants rights to review records, processes, and compliance related to the contract.
10

Termination and Dispute Resolution

Covers conditions for contract termination and mechanisms for resolving disputes between the parties.
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