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Example of a General MOU with a Focus on Exchange of Research ...

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<str<strong>on</strong>g>Example</str<strong>on</strong>g> <str<strong>on</strong>g>of</str<strong>on</strong>g> a <str<strong>on</strong>g>General</str<strong>on</strong>g> <str<strong>on</strong>g>MOU</str<strong>on</strong>g> <str<strong>on</strong>g>with</str<strong>on</strong>g> a <str<strong>on</strong>g>Focus</str<strong>on</strong>g> <strong>on</strong> <strong>Exchange</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g> <strong>Research</strong> Pers<strong>on</strong>nel<br />

MEMORANDUM OF UNDERSTANDING<br />

BETWEEN<br />

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS, USA<br />

AND<br />

[NAME OF PARTNER INSTITUTION]<br />

IN<br />

[CITY AND COUNTRY OF PARTNER INSTITUTION]<br />

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS, acting <strong>on</strong> behalf <str<strong>on</strong>g>of</str<strong>on</strong>g> its [name <str<strong>on</strong>g>of</str<strong>on</strong>g><br />

requesting/sp<strong>on</strong>soring academic or administrative unit], <strong>on</strong> its Urbana-Champaign campus, in Urbana, Illinois,<br />

U.S.A. ("ILLINOIS") and [name <str<strong>on</strong>g>of</str<strong>on</strong>g> partner instituti<strong>on</strong>], in [city and country <str<strong>on</strong>g>of</str<strong>on</strong>g> partner instituti<strong>on</strong>] ("[ABBR.<br />

NAME]"), each a "party" or "instituti<strong>on</strong>," wishing to establish a cooperative relati<strong>on</strong>ship through mutual assistance<br />

in the areas <str<strong>on</strong>g>of</str<strong>on</strong>g> educati<strong>on</strong> and research, agree as follows:<br />

ARTICLE 1: SCOPE OF THE COLLABORATION<br />

1.1 The areas <str<strong>on</strong>g>of</str<strong>on</strong>g> collaborati<strong>on</strong> include activities or programs <str<strong>on</strong>g>of</str<strong>on</strong>g>fered at either instituti<strong>on</strong> that will c<strong>on</strong>tribute to the<br />

fostering and development <str<strong>on</strong>g>of</str<strong>on</strong>g> the cooperative relati<strong>on</strong>ships between them.<br />

1.2 Each instituti<strong>on</strong> may <str<strong>on</strong>g>of</str<strong>on</strong>g>fer to the other instituti<strong>on</strong> opportunities for activities and programs, such as teaching,<br />

research, exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> faculty and students, and staff development that will foster and develop the collaborative<br />

relati<strong>on</strong>ship.<br />

ARTICLE 2:<br />

GENERAL AREAS OF COOPERATION<br />

2.1 Except for Articles 4 and 5, this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> is not binding <strong>on</strong> either instituti<strong>on</strong> but is intended to facilitate discussi<strong>on</strong>s<br />

relative, but not limited, to the following general areas <str<strong>on</strong>g>of</str<strong>on</strong>g> cooperati<strong>on</strong>. Specific activities and programs<br />

implemented under authority <str<strong>on</strong>g>of</str<strong>on</strong>g> this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> shall be subject to availability <str<strong>on</strong>g>of</str<strong>on</strong>g> funds and the approval <str<strong>on</strong>g>of</str<strong>on</strong>g> each<br />

instituti<strong>on</strong>'s authorized representatives, and may include:<br />

2.1.1 joint educati<strong>on</strong>al, cultural, and research activities;<br />

2.1.2 exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> faculty members for research, lectures, and discussi<strong>on</strong>s:<br />

2.13 exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> advanced graduate and pr<str<strong>on</strong>g>of</str<strong>on</strong>g>essi<strong>on</strong>al students for collaborative or<br />

independent research;<br />

NOTE: This <str<strong>on</strong>g>MOU</str<strong>on</strong>g> does not provide for the exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> undergraduate or graduate Students who propose to enroll<br />

in classes and earn academic credit at the host instituti<strong>on</strong>. The instituti<strong>on</strong>s will enter into e separate agreement that<br />

stipulate details <str<strong>on</strong>g>of</str<strong>on</strong>g> credit transfer, fees and participant qualificati<strong>on</strong>s prior to initiating the exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> students or<br />

accepting applicants as internati<strong>on</strong>al n<strong>on</strong>-degree students.<br />

2.1 .4 participati<strong>on</strong> in seminars and academic meetings;<br />

2.1.5 exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> academic materials, publicati<strong>on</strong>s, and other informati<strong>on</strong>; and<br />

2.1.6 special short-term academic programs.


2.2 Prior to initiating any specific activity or program c<strong>on</strong>templated by this <str<strong>on</strong>g>MOU</str<strong>on</strong>g>, the instituti<strong>on</strong>s will enter into a<br />

separate agreement signed by each <str<strong>on</strong>g>of</str<strong>on</strong>g> their authorized signatories that describes the terms <str<strong>on</strong>g>of</str<strong>on</strong>g> the arrangement,<br />

including the budgets. Each instituti<strong>on</strong> will designate a Liais<strong>on</strong> Officer to develop and coordinate specific<br />

activities or programs.<br />

ARTICLE 3: EXCHANGE OF RESEARCH PERSONNEL<br />

3.1 This <str<strong>on</strong>g>MOU</str<strong>on</strong>g> is intended, am<strong>on</strong>g other objectives, to foster increased interacti<strong>on</strong> am<strong>on</strong>g faculty and advanced<br />

graduate students engaged in scientific and scholarly research in areas <str<strong>on</strong>g>of</str<strong>on</strong>g> mutual interest. In support <str<strong>on</strong>g>of</str<strong>on</strong>g> this<br />

effort, each instituti<strong>on</strong> will promote the exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> research pers<strong>on</strong>nel, especially young faculty and advanced<br />

graduate students, for short periods <str<strong>on</strong>g>of</str<strong>on</strong>g> time so that they may become familiar <str<strong>on</strong>g>with</str<strong>on</strong>g> the facilities, methodologies,<br />

research culture and particular areas <str<strong>on</strong>g>of</str<strong>on</strong>g> focus <str<strong>on</strong>g>of</str<strong>on</strong>g> the other instituti<strong>on</strong>.<br />

3.2 As a general principle, funding for the exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> such pers<strong>on</strong>nel ( " Participating <strong>Research</strong>ers") shall be based<br />

<strong>on</strong> a reciprocal sharing <str<strong>on</strong>g>of</str<strong>on</strong>g> costs:<br />

3.2.1 Each instituti<strong>on</strong> will provide funding for roundtrip transportati<strong>on</strong> to and from the host instituti<strong>on</strong> for<br />

its own Participating <strong>Research</strong>ers.<br />

3.2.2 Each host instituti<strong>on</strong> will provide housing accommodati<strong>on</strong>s free <str<strong>on</strong>g>of</str<strong>on</strong>g> charge, as well as a<br />

modest living allowance in accordance <str<strong>on</strong>g>with</str<strong>on</strong>g> the standard per diem rates established by<br />

their governing bodies at the time <str<strong>on</strong>g>of</str<strong>on</strong>g> the exchange, to the Participating <strong>Research</strong>ers.<br />

3.2.3 Each instituti<strong>on</strong> will provide assistance, and 'or the necessary letters <str<strong>on</strong>g>of</str<strong>on</strong>g> invitati<strong>on</strong> or affiliati<strong>on</strong><br />

to facilitate the visa applicati<strong>on</strong>s <str<strong>on</strong>g>of</str<strong>on</strong>g> Participating <strong>Research</strong>ers.<br />

3.2.4 Individual Participating <strong>Research</strong>ers shall be resp<strong>on</strong>sible for ensuring adequate medical<br />

insurance coverage, applicable in the country <str<strong>on</strong>g>of</str<strong>on</strong>g> the host instituti<strong>on</strong>, for the durati<strong>on</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g> their<br />

visits.<br />

3.2.5 Specific funding allocati<strong>on</strong>s for this exchange <str<strong>on</strong>g>of</str<strong>on</strong>g> Participating <strong>Research</strong>ers shall be subject<br />

to the approval <str<strong>on</strong>g>of</str<strong>on</strong>g> the instituti<strong>on</strong>s.<br />

3.3 Each instituti<strong>on</strong> acknowledges that the Participating <strong>Research</strong>ers may engage <strong>on</strong>ly in general, collaborative<br />

activities involving basic, n<strong>on</strong>-proprietary research during exchange visits under this <str<strong>on</strong>g>MOU</str<strong>on</strong>g>. The instituti<strong>on</strong>s do<br />

not intend for the Participating <strong>Research</strong>ers to create or develop new intellectual property as a result <str<strong>on</strong>g>of</str<strong>on</strong>g> such<br />

Visits. It intellectual property is created or developed by Participating <strong>Research</strong>ers under this <str<strong>on</strong>g>MOU</str<strong>on</strong>g>. the<br />

instituti<strong>on</strong>s will negotiate in good faith to resolve issues including but not limited to ownership, resp<strong>on</strong>sibility for<br />

patent or other statutory protecti<strong>on</strong>, and licensing.<br />

3.4 If, during the visits, the Participating <strong>Research</strong>ers identify specific collaborative research projects that they wish<br />

to pursue. the instituti<strong>on</strong>s will enter into a separate written agreement ("Specific Collaborative <strong>Research</strong> Project<br />

<str<strong>on</strong>g>MOU</str<strong>on</strong>g>") before commencing any research activity. Specific Collaborative <strong>Research</strong> Project M0U, will delineate<br />

the instituti<strong>on</strong>s rights and obligati<strong>on</strong>s and will address, am<strong>on</strong>g other things, sources <str<strong>on</strong>g>of</str<strong>on</strong>g> funding and intellectual<br />

property rights. Each instituti<strong>on</strong> shall inform its Participating <strong>Research</strong>ers that they are resp<strong>on</strong>sible for reporting<br />

to their respective Liais<strong>on</strong> Officer regarding any proposed specific collaborative research projects that may arise<br />

from their initial visits and their interacti<strong>on</strong>s <str<strong>on</strong>g>with</str<strong>on</strong>g> <strong>on</strong>e another under this <str<strong>on</strong>g>MOU</str<strong>on</strong>g>, prior to initiating projects or<br />

applying jointly for external funding for such projects. Each instituti<strong>on</strong> also shall inform its Participating<br />

<strong>Research</strong>ers <str<strong>on</strong>g>of</str<strong>on</strong>g> their obligati<strong>on</strong>s to abide by all regulati<strong>on</strong>s, policies and procedures <str<strong>on</strong>g>of</str<strong>on</strong>g> their employing<br />

instituti<strong>on</strong>s regarding the disclosing and handling <str<strong>on</strong>g>of</str<strong>on</strong>g> intellectual property and developed technologies that may<br />

arise under this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> or under any Specific Collaborative <strong>Research</strong> Project <str<strong>on</strong>g>MOU</str<strong>on</strong>g>.


ARTICLE 4: DURATION<br />

This <str<strong>on</strong>g>MOU</str<strong>on</strong>g> shall remain in force for a period <str<strong>on</strong>g>of</str<strong>on</strong>g> five (5) years from the date <str<strong>on</strong>g>of</str<strong>on</strong>g> the last signature, <str<strong>on</strong>g>with</str<strong>on</strong>g> the<br />

understanding that it may be terminated by either instituti<strong>on</strong> by providing sixty (60) days' advance written notice to<br />

the other.<br />

ARTICLE 5: GENERAL MATTERS<br />

5.1 USE OF NAMES. Except in promoting the activities proposed in Article 1.2 above am<strong>on</strong>g its faculty and<br />

students, neither instituti<strong>on</strong> may use the name <str<strong>on</strong>g>of</str<strong>on</strong>g> the other in any form <str<strong>on</strong>g>of</str<strong>on</strong>g> advertising or publicity <str<strong>on</strong>g>with</str<strong>on</strong>g>out<br />

express written permissi<strong>on</strong>. Each instituti<strong>on</strong> must seek permissi<strong>on</strong> from the other by submitting the proposed<br />

use, well in advance <str<strong>on</strong>g>of</str<strong>on</strong>g> any deadline, to the liais<strong>on</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g>ficers designed in Article 5.4 below.<br />

5.2 AMENDMENTS. The instituti<strong>on</strong>s may amend this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> <strong>on</strong>ly in a writing signed by each <str<strong>on</strong>g>of</str<strong>on</strong>g> their authorized<br />

signatories.<br />

5.3 COUNTERPARTS. The instituti<strong>on</strong>s may sign this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> in counterparts, all <str<strong>on</strong>g>of</str<strong>on</strong>g> which together c<strong>on</strong>stitute the<br />

complete <str<strong>on</strong>g>MOU</str<strong>on</strong>g>. Duplicated or facsimile signatures shall be originals for all purposes.<br />

5.4 NOTICES. Any notice to given under this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> must be in writing and will be effective up<strong>on</strong> receipt evidenced<br />

by: (a) c<strong>on</strong>firmed facsimile transmissi<strong>on</strong>; (b) return receipt <str<strong>on</strong>g>of</str<strong>on</strong>g> postage prepaid registered or certified mail; or<br />

(c) delivery c<strong>on</strong>firmati<strong>on</strong> by commercial overnight carrier. All communicati<strong>on</strong>s will be sent to the addresses<br />

set forth below or to such other address designated by each instituti<strong>on</strong> by written notice to the other:<br />

ILLINOIS:<br />

[liais<strong>on</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g>ficer/sp<strong>on</strong>soring unit name]<br />

[campus address]<br />

University <str<strong>on</strong>g>of</str<strong>on</strong>g> Illinois at Urbana-Champaign<br />

[street address]<br />

[city, state, zip]<br />

USA<br />

Tel: [217-###-####]<br />

Fax: [217-###-####]<br />

email: [liais<strong>on</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g>ficer email address]<br />

[ABBR. NAME]: [liais<strong>on</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g>ficer/sp<strong>on</strong>soring unit name]<br />

[address line I]<br />

[address line 2]<br />

[address line 3]<br />

[city, state/province, postal code as appropriate]<br />

[country]<br />

Tel: [###-####]<br />

Fax:[###-####]<br />

email:[liasi<strong>on</strong> <str<strong>on</strong>g>of</str<strong>on</strong>g>ficer email address]


5.5 AUTHORIZED SIGNATORIES. Each instituti<strong>on</strong> represents that the individuals signing this <str<strong>on</strong>g>MOU</str<strong>on</strong>g> have the<br />

authority to sign in the capacity indicated.<br />

FOR THE UNIVERSITY OF ILLINOIS<br />

AT URBANA-CHAMPAIGN<br />

FOR [NAME OF PARTNER INSTITUTION]<br />

Chancellor<br />

[name <str<strong>on</strong>g>of</str<strong>on</strong>g> partner signatory], [title]<br />

Associate Provost for Internati<strong>on</strong>al Affairs<br />

Date:<br />

FOR THE BOARD OF TRUSTEES<br />

OF THE UNIVERSITY OF ILLINOIS<br />

Comptroller<br />

Date:

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