Sample Partnering Agreement Template

Questions for Scientific Collaborators

Although each research project has unique features, certain core issues are common to most of them and can be addressed by collaborators posing the following questions:

    Overall Goals

  1. What is the overall vision for the collaboration?
  2. What are the scientific issues, goals, and anticipated outcomes or products of the collaboration?
  3. When is the collaboration over?
  4. When is the project over?
  5. Who Will Do What?

  6. What are the expected contributions of each participant?
  7. Who will write any progress reports and final reports?
  8. How, and by whom, will personnel decisions be made? How and by whom will personnel be supervised?
  9. How and by whom will data be managed? How will access to data be managed? How will you handle long-term storage and access to data after the project is complete?
  10. Authorship, Credit

  11. What will be the criteria and the process for assigning authorship and credit?
  12. How will credit be attributed to each collaborator’s institution for public presentations, abstracts, and written articles?
  13. How and by whom will public presentations be made?
  14. How and by whom will media inquiries be handled?
  15. When and how will you handle intellectual property and patent applications?
  16. Contingencies and Communicating

  17. What will be your mechanism for routine communications among members of the research team (to ensure that all appropriate members of the team are kept fully informed of relevant issues)?
  18. How will you decide about redirecting the research agenda as discoveries are made?
  19. How will you negotiate the development of new collaborations and spin-off projects, if any?
  20. Should one of the principals of the research team move to another institution or leave the project, how will you handle data, specimens, lab books, and authorship and credit?
  21. Conflicts of Interest

  22. How will you identify potential conflicts of interest among collaborators?
  23. Could a collaborator, or any close family members or associates benefit financially from the research?
  24. Is a collaborator receiving money from someone who could benefit financially from the research?

Examples of conflicts can be found at:

Click here to download a pdf version of the Sample Partnering Agreement Template.