Documents & Templates

  • Confidential Disclosure Agreement
  • Material Transfer Agreements
  • Invention Disclosure

Confidential Disclosure Agreement (CDA) Template

A CDA is a legal contract that governs the sharing of confidential information. UHN's template CDAs ensure that disclosures in either direction, intended or otherwise, are covered by confidentiality.  A CDA needs to be in place before disclosing or receiving confidential information.

CDAs are important because they:

Protect confidential information being shared. 

Outline and limit the purpose for which the information is being shared.

Preserve the ability to patent the invention(s) being disclosed.


To transfer and protect confidential information shared between two parties, please use UHN's  Confidential Disclosure Agreement template.  Once reviewed and signed, please email the partially signed CDA to the attention of TDC at

All CDAs involving UHN researchers must be reviewed by TDC.  Use of the UHN template will avoid delays in processing. Please contact TDC with any questions. ​

Material Transfer Agreement (MTA) Templates

Any material (such as cell lines, transgenic mice, DNA, human tissue, etc.) brought into or sent out of UHN for research purposes requires an MTA. TDC must review and approve all MTAs prior to the transfer of any such materials.  The following templates are intended for use by universities and not-for-profit organizations.

Choose the correct template by answering the questions below. To submit your completed MTA, or for any questions, please contact TDC at

What is the source of material?

Human Derived (e.g. blood, urine, tissue, or derivatives such as DNA/RNA)

Were samples collected as part of an ongoing clinical trial? 

Please use the UHN MTA Human-Derived, Clinical Trial template.

REB approved protocol and consent are required in order to process your MTA.

Please use the UHN MTA Human-Derived template. 

REB approved protocol and consent are required ​in order to process your MTA.

Mouse (non-PDX; e.g. transgenic, knockout mice)

Please use the UHN MTA Mouse Transfer template

Other Biological Sources (e.g.  plasmids, vectors, antibodies, phages)

Please use the UHN MTA Other Biological Material template

PDX (e.g. xenografts or tissue derived from xenografts)

PDX models (or derivatives) require special consideration.  Please contact to request transfer of PDX materials.


For materials not mentioned here, including equipment, please contact


Intellectual Property (Invention) Disclosure 

UHN’s Intellectual Property Policy (link available on the UHN research network) requires UHN employees to submit an Intellectual Property Disclosure Form (also known as Invention Disclosure) to TDC upon making a discovery or creating something with commercial potential.

Examples include new therapeutics such as small-molecules, biologics, cells; diagnostics; or medical devices, software, clinical tools or questionnaires, etc.

When should I file an Invention Disclosure?

 As soon as your invention or work can be clearly described.

 Prior to making any public disclosure of your work (i.e., abstract submission, poster presentation, or journal publication). By filing an Invention Disclosure, you will enable the exploration of commercialization opportunities for your invention, while legally protecting its future marketability.

In the case of multiple inventors, you will also need to submit a Revenue Sharing Form, which designates the proportional sharing of any commercialization revenue flowing from the invention to the contributors.

Please contact TDC to discuss the details of your situation and to answer any questions you may have.