image caption goes here Forms

Innovation Disclosure Form

If you are ready to submit an invention disclosure, you may submit online to the Inventor Portal, or you may download the IDF document, fill out completely and email your submission to For more information, please visit:

Confidentiality or Non-Disclosure Agreement – CDA/NDA Request Form

UT Health SA investigators who need a confidentiality or non-disclosure agreement (CDA/NDA) to receive or disclose confidential information to an external party should submit a request to with the following information. The more information provided, the faster the turn around time will be.

  • Principle Investigator Name, Title, Department and Email Address
  • Principle Investigator General Field of Research
  • Anticipated date of First Disclosure (Month/Date/Year)
  • OTC Technology to be disclosed (HSC-####)
  • CDA Type:
    • One-Way (UTHSA is Disclosing Confidential Information
    • Mutual (UTHSA is Disclosing and Receiving Confidential Information)
  • Effective Date of CDA (Month/Date/Year):
    • Request for 1 year
    • Request for 3 year
  • Receiving Party is:
    • Company, University, Intern, Consultant, Investor, Other
    • Entity Full Legal Name and Email Address

Once OTC receives the request, an OTC Business Development Manager will be assigned to the requesting investigator, and will begin communications to further discuss and finalize the CDA/NDA request

Material Transfer Agreement

In general, the following applies:

  • ALL MTAs – incoming or outgoing – that are between UT Health SA and a non-profit or academic research institution are managed by Office of Sponsored Programs (OSP)
  • All MTAs for materials that are coming into labs here at UT Health SA are required to go through Office of Sponsored Programs (OSP) utilizing the new Enterprise Research Management System (ERMS) system to start the process.
    • The Principal Investigator can utilize the new ERMS system to start the process:

Sponsored Research Agreement

OTC and the Office of Sponsored Programs (OSP) work together to facilitate industry sponsored research collaborations with UTHSCSA faculty. If you would like to learn more about industry collaborations, please email your technology licensing officer, or email

image caption goes here HOP Policies and Related Federal Statutes and Guidelines

UT Health SA Handbook  of Operating Procedures (HOP) Chapter 12 – Intellectual Property

Board of Regent Rules

Baye Dole – The Bayh-Dole Act fundamentally changed the nation’s system of technology transfer by enabling universities to retain title to inventions and take the lead in patenting and licensing groundbreaking discoveries.

Federal March-In Rights (35 USC 203)

IRS Rev. Proc. 2007-47 (successor to IRS Rev. Proc. 97-14)

NIH Data Sharing Policy

image caption goes here University Relations - Organizational Resources

Vice President of Research (VPR)

The Office of the Vice President for Research provides access to resources and services to support researchers throughout the conduct of research and discovery. Our aim is to foster a research culture that drives innovation, collaboration and recognition of our researchers.

Office of Sponsored Research (OSP)

The Office of Sponsored Programs (OSP) is responsible for institutional review and signoff of proposals, negotiation, and assessment of award agreements, establishing accurate Project IDs within restricted fund groups, outgoing subaward preparation and monitoring, advising on post award business and financial matters, preparing accurate and complete financial reports, and Project ID closeout. Responsible for enforcing costing and other administrative policies of UT Health SA and its external sponsors.​​​​​​​

Conflict of Interest (COI)

Federalstate and UT System regulations require the disclosure of individual financial interests and the management and reporting of significant financial interests that create a conflict of interest related to their UT Health San Antonio duties and responsibilities or research performed at UT Health San Antonio.

  • What is ERMS-COI?

    ERMS-COI is the online system used by Faculty and Exempt Staff to report external (or outside) activities. Each reported activity is referred to as a “disclosure”. ERMS-COI provides a single portal to capture information used to fulfill several administrative and reporting needs such as:

    • Conflicts of Interest
    • Conflicts of Commitment
    • Activities that require prior approval (such as outside employment)
    • Activities that must be reported annually to UT System and the NIH

Purchasing Department, UT Health SA

The Purchasing Department is charged with the responsibility to acquire all goods and services in compliance with applicable statutes, policies, and procedures and to ensure the academic needs, research, patient care and public service goals are met in a cost-effective and efficient manner.

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