University Intellectual Property Agreement

Process Owner: Office of Technology Transfer

Purpose

Signing a University Intellectual Property Agreement is a condition of employment for the classification categories identified below. See University Policy IP01 Ownership and Management of Intellectual Property, and Policy IP06 Technology Transfer and Entrepreneurial Activity (Faculty Research) for further information.

General

The University Intellectual Property Agreement (IPA) is required to be completed and signed by individuals first appointed or transferred to the following classification categories:

Executive, administrator, academic administrator, and academic throughout the University;
Faculty, staff exempt, staff nonexempt, and technical service in academic or academic service units throughout the University;
For any existing employee in the above classification categories who has not signed an IPA Form;
Graduate assistants/fellows/trainees at the time of their first appointment; and
Undergraduate/graduate students, postdoctoral trainees/research associates, wage payroll employees, visiting scholars/scientists/students, emeritus/retired faculty and others who may be in a position to make, conceive or reduce to practice inventions or otherwise develop technology.

This form has fill-and-print form fields and digital ID (signature) fields enabled. The PDF version has instructions provided for the type and/or formatting of information to be included within the fill-and-print form fields. Hovering the computer mouse over any form field within the PDF will display these instructions.

For step-by-step instructions on completing the IPA form, click on the links below:

University Intellectual Property Agreement Exhibit

Form Requirements:

No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Budget and Finance Policy and Procedure Office (designated representative of the Associate Vice President for Budget and Finance). Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility requires that all form templates must be vetted and approved prior to being published on the GURU website and all such documents having gone through said established approval process must be password protected.

Number of Copies and Ultimate Distribution:

Table of distribution and retention of the University Intellectual Property Agreement form
Document:	Ultimate Distribution:	Retention Periods:	Disposition Method:
Original	Office of Technology Transfer	Maintained indefinitely	- - - - -
Employee Copy	Employee	- - - - -	- - - - -
Transitory Copy*	Copy created during the digital ID process	Upon verification of successful upload to WorkLion, End of fiscal year +1 year	Electronic Document and Data - Delete from computer and empty computer recycle bin

Where to Send Completed Forms:

Upload a signed PDF of the completed IPA per instructions provided by Penn State Human Resources or the Office of Technology Management. Signed hard copies may be mailed to the Office of Technology Transfer, 311 Barron Innovation Hub, 123 S. Burrowes Street, State College, PA 16801.

Contact Information:

For questions or additional details, contact the Office of Technology Transfer at otminfo@psu.edu or by calling 814-865-6277.

To request changes to, or report issue with, the IPA form, contact the Budget and Finance Policy and Procedure Office by submitting a GURU Technical Support Request form.