CONSORTIUM AGREEMENT FOR IHI ACTION - Amendment 4dec23 - clean

Aug 31, 2026

Upload by Connor

This template consortium agreement for an IHI Action sets out the contractual framework for multiple independent parties participating in a defined project. It establishes definitions, purpose, financial provisions, implementation responsibilities, and detailed rules for intellectual property covering background, results, access rights, material transfers, and dissemination. Additional sections address confidentiality, governance and project management roles, mandate, liability and indemnification, term and termination effects, force majeure, amendments, accession of new beneficiaries, applicable law, and dispute resolution.

LanguageEnglish

CategoryLetters

FormatDOCX

Pages132

Reading Time46 min

AccessFree to download

Definitions

Purpose & INDEPENDENT CONTRACTING PARTIES

Financial Provisions

IMPLEMENTATION OF THE ACTION

INTELLECTUAL PROPERTY –BACKGROUND, ADDITIONAL DATA, KNOW-HOW OR INFORMATION

Intellectual Property –Results

INTELLECTUAL PROPERTY – ACCESS RIGHTS

MATERIAL TRANSFER OBLIGATIONS

CONFIDENTIALITY

PROJECT MANAGEMENT AND GOVERNANCE STRUCTURE

MANDATE

LIABILITY BETWEEN THE BENEFICIARIES, INDEMNIFICATION

TERM; TERMINATION AND CONSEQUENCES

FORCE MAJEURE

AMENDMENTS AND RECORD KEEPING

ACCESSION TO THE ACTION – NEW BENEFICIARIES

APPLICABLE LAW AND DISPUTE RESOLUTION

MISCELLANEOUS

CONSORTIUM AGREEMENT FOR IHI ACTION “[NAME OF IHI PROJECT]” TABLE OF CONTENTS TOC \h \z \t "Heading 1,1,Heading 2,2,Heading1,1,Heading2,2" HYPERLINK \l "_Toc106097970" 1. DEFINITIONS PAGEREF _Toc106097970 \h 5 HYPERLINK \l "_Toc106097971" 2. Purpose & INDEPENDENT CONTRACTING PARTIES PAGEREF _Toc106097971 \h 14 HYPERLINK \l "_Toc106097972" 3. Financial Provisions PAGEREF _Toc106097972 \h 15 HYPERLINK \l "_Toc106097973" 4. IMPLEMENTATION OF THE ACTION PAGEREF _Toc106097973 \h 17 HYPERLINK \l "_Toc106097974" 5. INTELLECTUAL PROPERTY –BACKGROUND, ADDITIONAL DATA, KNOW-HOW OR INFORMATION PAGEREF _Toc106097974 \h 21 HYPERLINK \l "_Toc106097975" 5.1 IDENTIFICATION OF BACKGROUND, ADDITIONAL DATA, KNOW-HOW OR INFORMATION PAGEREF _Toc106097975 \h 21 HYPERLINK \l "_Toc106097976" 5.2 OWNERSHIP AND TRANSFER OF BACKGROUND AND ADDITIONAL DATA, KNOW-HOW OR INFORMATION PAGEREF _Toc106097976 \h 22 HYPERLINK \l "_Toc106097977" 6. Intellectual Property –Results PAGEREF _Toc106097977 \h 23 HYPERLINK \l "_Toc106097978" 6.1 OWNERSHIP OF RESULTS PAGEREF _Toc106097978 \h 23 HYPERLINK \l "_Toc106097979" 6.2 DATA CONTRIBUTED AS IN-KIND PAGEREF _Toc106097979 \h 24 HYPERLINK \l "_Toc106097980" 6.3 TRANSFER OF OWNERSHIP AND GRANTING OF LICENSE ON RESULTS PAGEREF _Toc106097980 \h 25 HYPERLINK \l "_Toc106097981" 6.4 PROTECTION OF RESULTS PAGEREF _Toc106097981 \h 26 HYPERLINK \l "_Toc106097982" 6.5 COMMITMENT TO EXPLOITATION PAGEREF _Toc106097982 \h 27 HYPERLINK \l "_Toc106097983" 6.6 DISSEMINATION OF RESULTS & COMMUNICATION PAGEREF _Toc106097983 \h 28 HYPERLINK \l "_Toc106097984" 7. INTELLECTUAL PROPERTY – ACCESS RIGHTS PAGEREF _Toc106097984 \h 30 HYPERLINK \l "_Toc106097985" 7.1 GENERAL PROVISIONS ON ACCESS RIGHTS PAGEREF _Toc106097985 \h 30 HYPERLINK \l "_Toc106097986" 7.2 ACCESS RIGHTS FOR IMPLEMENTATION PAGEREF _Toc106097986 \h 33 HYPERLINK \l "_Toc106097987" 7.3 ACCESS RIGHTS FOR EXPLOITATION: RESEARCH USE PAGEREF _Toc106097987 \h 34 HYPERLINK \l "_Toc106097988" 7.4 ACCESS RIGHTS FOR EXPLOITATION: DIRECT EXPLOITATION PAGEREF _Toc106097988 \h 38 HYPERLINK \l "_Toc106097989" 7.5 [OPTIONAL CLAUSE FOR PROJECTS INVOLVING SOFTWARE: ADDITONAL ACCESS RIGHTS FOR SOFTWARE PAGEREF _Toc106097989 \h 40 HYPERLINK \l "_Toc106097990" 7.6 ACCESS RIGHTS FOR NEW AND DEPARTING BENEFICIARIES PAGEREF _Toc106097990 \h 41 HYPERLINK \l "_Toc106097991" 7.7 ACCESS RIGHTS FOR THIRD PARTIES PAGEREF _Toc106097991 \h 42 HYPERLINK \l "_Toc106097992" 8. MATERIAL TRANSFER OBLIGATIONS PAGEREF _Toc106097992 \h 42 HYPERLINK \l "_Toc106097993" 8.1 MATERIAL TRANSFER FOR THE PERFORMANCE OF THE ACTION PAGEREF _Toc106097993 \h 42 HYPERLINK \l "_Toc106097994" 8.2 MATERIAL TRANSFER FOR RESEARCH USE PAGEREF _Toc106097994 \h 44 HYPERLINK \l "_Toc106097995" 8.3 [OPTIONAL: SPECIFIC PROVISIONS ON THE TRANSFER OF HUMAN SAMPLES PAGEREF _Toc106097995 \h 44 HYPERLINK \l "_Toc106097996" 9. CONFIDENTIALITY PAGEREF _Toc106097996 \h 44 HYPERLINK \l "_Toc106097997" 10. PROJECT MANAGEMENT AND GOVERNANCE STRUCTURE PAGEREF _Toc106097997 \h 46 HYPERLINK \l "_Toc106097998" 10.1 COORDINATOR PAGEREF _Toc106097998 \h 46 HYPERLINK \l "_Toc106097999" 10.2 PROJECT LEADER PAGEREF _Toc106097999 \h 47 HYPERLINK \l "_Toc106098000" 10.3 [OPTIONAL: EXECUTIVE COMMITTEE: PAGEREF _Toc106098000 \h 49 HYPERLINK \l "_Toc106098001" 10.4 STEERING COMMITTEE PAGEREF _Toc106098001 \h 50 HYPERLINK \l "_Toc106098002" 10.5 GENERAL ASSEMBLY PAGEREF _Toc106098002 \h 53 HYPERLINK \l "_Toc106098003" 10.6 PROJECT MANAGEMENT OFFICE (PMO) PAGEREF _Toc106098003 \h 56 HYPERLINK \l "_Toc106098004" 10.7 [OPTIONAL: LEGAL AND INTELLECTUAL PROPERTY ADVISORY COMMITEE (LIPAC) PAGEREF _Toc106098004 \h 57 HYPERLINK \l "_Toc106098005" 10.8 [OPTIONAL: The Scientific Advisory B

FAQs

What does the agreement define and how is it structured for an IHI Action?

The agreement begins with definitions and then covers purpose, financial provisions, and implementation of the action, followed by comprehensive intellectual property, access rights, and material transfer rules.

How are intellectual property rights handled for background, results, and access rights?

It distinguishes between background and results, sets ownership and transfer rules, and specifies protection, dissemination, and exploitation commitments. Access rights are further detailed for implementation and different exploitation scenarios.

What governance, liability, and termination provisions does the consortium agreement include?

It outlines project management and governance roles (such as coordinator and project leader), mandate, liability and indemnification between beneficiaries, and the term with termination triggers and consequences. It also includes force majeure, amendments, and accession of new beneficiaries.

Aug 31, 2026

Upload by Connor