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Mta Biological

Draft Biological MTAs in Minutes, Not Hours

12 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Transfer Request Details
  • Party & Institutional Information
  • Research Scope Documentation

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Biological MTA drafting skill generates comprehensive Material Transfer Agreements for biological materials exchanged between research institutions and commercial entities. The AI produces fully structured agreements covering material characterization, permitted use, IP allocation, publication rights, and multi-layered regulatory compliance—all built on the trusted NIH UBMTA framework.

Drafting Material Transfer Agreements for biological materials is a painstaking process that requires navigating overlapping regulatory frameworks, complex IP considerations, and biosafety requirements. Technology transfer offices often spend days assembling provisions across Bayh-Dole, export controls, select agent rules, and institutional policies—creating bottlenecks that delay critical research collaborations.

CaseMark automates biological MTA drafting by analyzing your material characteristics, party details, and research scope to generate a comprehensive, regulation-aware agreement in minutes. Built on the NIH UBMTA framework and customizable to your specific institutional needs, CaseMark ensures every agreement addresses biosafety, IP allocation, and regulatory compliance without the manual overhead.

How it works

  1. 1. Upload your transfer details, party information, and research scope documentation

  2. 2. AI analyzes material characteristics, regulatory requirements, and institutional needs

  3. 3. Review and customize the drafted MTA provisions, IP terms, and compliance clauses

  4. 4. Export the finalized Material Transfer Agreement in your preferred format (DOCX, PDF)

What you get

  • Parties & Authority Provisions

  • Material Characterization & Description

  • Permitted Use & Restrictions

  • Intellectual Property Allocation

  • Publication Rights & Review Periods

  • Biosafety & Regulatory Compliance Terms

  • Representations, Warranties & Disclaimers

  • Term, Termination & Material Disposition

What it handles

  • Comprehensive material characterization including BSL levels, select agent status, and GMO details

  • Three-tier IP allocation framework for background, materials, and new inventions

  • Regulatory compliance mapping across NIH Guidelines, Bayh-Dole, ITAR/EAR, and select agent rules

  • Publication rights provisions with configurable review periods

  • Permitted use restrictions with commercial intent safeguards

  • UBMTA-baseline drafting with customizable deviations

Required documents

  • Transfer Request Details

    Material description including scientific nomenclature, strain/cell line IDs, BSL classification, select agent status, GMO details, and quantity

    .pdf, .docx, .txt

  • Party & Institutional Information

    Legal names, addresses, departments, authorized signatories, and institutional type for both provider and recipient

    .pdf, .docx, .txt

  • Research Scope Documentation

    Project description, PI names, grant numbers, funding source details, and intended use of materials

    .pdf, .docx, .txt

Supporting documents

  • Upstream MTA or License Agreements

    Prior material transfer agreements or third-party IP encumbrances that may restrict downstream use

    .pdf, .docx

  • Export Control Classification

    ITAR/EAR classification documentation or export control assessments for the biological materials

    .pdf, .docx, .txt

  • IBC or IACUC Approval Documentation

    Institutional Biosafety Committee, IACUC, or IRB approval documents relevant to the material or research

    .pdf, .docx

Why teams use it

Reduce MTA drafting time from days to minutes while maintaining institutional compliance standards

Ensure consistent regulatory coverage across NIH Guidelines, Bayh-Dole, ITAR/EAR, and select agent regulations

Apply proven IP allocation frameworks that protect both provider and recipient interests

Minimize negotiation cycles with clear, balanced provisions built on the widely accepted UBMTA baseline

Questions

Does CaseMark follow the NIH UBMTA framework?

Yes. CaseMark uses the NIH Uniform Biological Material Transfer Agreement as the baseline framework for all biological MTAs. The AI deviates from the UBMTA only where the specific needs of the parties require it, ensuring a recognized and widely accepted starting point.

Can it handle select agents and high-BSL materials?

Absolutely. CaseMark identifies select agent status and BSL classification levels, then automatically incorporates the appropriate regulatory compliance provisions, shipping requirements, and institutional biosafety committee approval conditions into the agreement.

How does the AI handle IP allocation between parties?

CaseMark applies a three-tier IP allocation framework: background IP is retained by the originating party, rights in the transferred materials remain with the provider, and new inventions are allocated to the inventive party. These defaults can be customized to match your negotiated terms.

Does it address Bayh-Dole compliance for federally funded research?

Yes. When federal funding is involved, CaseMark automatically includes Bayh-Dole Act compliance provisions, which are non-negotiable for federally funded materials. The AI ensures march-in rights, government use licenses, and reporting obligations are properly addressed.

Can CaseMark draft MTAs for commercial entities, not just academic institutions?

Yes. CaseMark handles academic-to-academic, academic-to-commercial, and commercial-to-commercial transfers. The AI adjusts permitted use clauses, commercialization rights, derivative ownership, and indemnification provisions based on the institutional types involved.

How does CaseMark handle export control considerations?

CaseMark evaluates ITAR and EAR classification implications for biological materials and flags potential export control issues. The drafted agreement includes appropriate deemed export provisions, end-use restrictions, and compliance representations tailored to the material's regulatory status.

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