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Industrial Affiliates Programs. ABC Stanford University May 9, 2007. Agenda. Definitions and distinctions Handling the money Membership agreements Establishing new programs, reviewing them all Provisions for Visitors Some suggestions. University Policy.

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industrial affiliates programs

Industrial Affiliates Programs


Stanford University

May 9, 2007

  • Definitions and distinctions
  • Handling the money
  • Membership agreements
  • Establishing new programs, reviewing them all
  • Provisions for Visitors
  • Some suggestions
university policy
University Policy
  • See

The central principles that apply to all Industrial Affiliate programs at Stanford include:

1. promotion of openness in research results;

2. enrichment of students' and postdocs' educational experience;

3. maintenance of the University's role as a credible and impartial resource;

4. protection of faculty members' right to pursue research topics and methodology of their choice; and

5. conformance to the University's primary mission of teaching and research.

  • Sponsored projects

Externally-funded activities in which a formal written agreement, such as a grant or contract, is executed by Stanford University and the sponsor. A sponsored project typically is a transaction with a specified statement of work and with a reciprocal transfer of something of value to the sponsor.

  • Gifts

Funds or other items of value given to the University by a donor who expects nothing significant of value in return, other than recognition and disposition of the gift in accordance with the donor's intent.

  • Affiliate programs

Corporate membership programs in which members pay a defined fee (usually annual) to programs in which they are interested, and, in exchange, receive facilitated access to those research programs and to participating faculty and students.

sponsored project characteristics
Sponsored Project Characteristics
  • Statements of work
  • Project budgets
  • Start/stop dates
  • Deliverables, if any
  • 1-to-1 relationship *



Sponsored projects

Gifts/Affiliate programs

* Projects typically have a sponsor and a PI.

affiliate program characteristics
Affiliate Program Characteristics
  • Defined membership benefits
  • Standard fees, usually annual
  • Memberships available to all
  • interested companies
  • Several-to-several relationship *



Affiliate Program

Gifts or other income

* Several companies support work being done in a research area

affiliate program membership benefits
Affiliate Program Membership Benefits

Facilitated interaction with the research program

  • Invitations to annual meetings/workshops
  • Faculty liaison
  • Student recruitment opportunities
  • Copies of reports and publications
  • Campus visits
stanford accounting
Corporate gifts

- New accounts set up in Fund Accounting

- Gifts processed through OOD (Gift Accounting)

- Infrastructure charge applied as funds are spent

- “Unrestricted funds”*

- Accounted for as


Stanford Accounting
  • Affiliate programs
    • - New programs approved by
    • Industrial Contracts Office
    • New accounts set up in
    • Fund Accounting
    • - Fees processed through
    • OOD (Gift Accounting)
    • - Infrastructure charge
    • applied as funds are received
    • - “Unrestricted funds” *
    • - Accounted for as revenue

* Funds must be used as the donor intends or in support

of program described by affiliate membership.

m embership agreements
Membership Agreements

What can we offer?

  • a relationship
  • facilitated access to researchers, students, information
  • a “DMZ” where companies can talk with Stanford researchers

What can’t we offer?

  • IP rights that exceed what we’d offer non-members
  • Exclusive access to research results
  • Exclusive membership (voting whether new members can join)
  • “Deliverables”
  • Closed meetings
membership agreements
Membership Agreements

Not necessary, but …

If you use one, try one of our standard agreements:

Consider language making agreement automatically renewable upon annual payment.

who signs
Who signs?
  • Industrial Affiliate Director may sign
  • Industrial Contract Office signs
  • Cognizant Dean from the School
ico reviews all new and existing industrial affiliates programs
ICO Reviews All New and ExistingIndustrial Affiliates Programs

What to Send:

  • Copy of Agreement, if any, and
  • Request for Approval of Industrial Affiliates Program


Send to Sally O’Neil:

  • FAX - 725-7295
  • Email
  • ID Mail -Sally O’Neil
  • 1705 El Camino Real, MC 1850
      • Palo Alto, CA 94306

ICO Review

Stanford policies


Industrial Affiliates

ico review
  • Website publicizing the program?
  • Numbers of companies and faculty?
  • Intellectual Property provisions, if any?
summary for linking to affiliate web sites
Summary for linking toAffiliate web sites
  • Use
  • Stanford University's policies guide the teaching and research mission of the university, including all activities conducted with the support of Industrial Affiliate programs. The following are some of the important considerations for Industrial Affiliate programs at Stanford.
  • (a) Stanford University does not permit secrecy in research, i.e., all interested persons will have access to the underlying data, the processes and the results of research conducted at Stanford;
  • (b) Teaching and research at Stanford are guided by its faculty who select research topics, adopt research methodology, and select participants;
summary continued
Summary (continued)

(c) Stanford has established procedures for visitors who wish to collaborate on research conducted at Stanford. If member companies choose to send representatives to Stanford for this purpose, those policies and procedures will be applicable, in addition to any particular fees or other arrangements required by the Affiliate program;

(d) Stanford's intellectual property policies are applied consistently to all research conducted at Stanford. No license or other intellectual property rights will be granted as a result of membership in the program. Unless required otherwise, individuals at Stanford are free to place their inventions in the public domain.

(e) Affiliate membership does not convey specific project deliverables, nor are membership fees subject to Stanford University’s negotiated indirect cost rates. Affiliate membership fees are for the unrestricted use of the program being supported. Stanford University will use a portion of all membership fees for university infrastructure.


ICO signs and sends approved form to:

  • Cognizant School Dean
  • Fund Accounting

(for new Affiliate account set up)

  • Affiliate Program contact
recent new programs

Recent New Programs

Fuel Cells Consortium

Clean Slate

Stanford Pervasive Parallelism Lab.


Center for Probing the Nanoscale

when corporate researchers come to campus
When Corporate Researchers Come to Campus
  • Some programs permit members to send a “visiting scientist”
    • Visitor remains employee of, and is paid by, his/her company
    • Typically requires an additional fee to lab
    • Department can sponsor a SUNet ID
    • Visitor must sign IP agreement with Stanford
su 18a
  • All potentially patentable inventions produced at Stanford are disclosed to Stanford’s OTL.
  • Ownership of such inventions will be co-assigned to Stanford and the employer.
  • See:

Department sends signed SU-18A agreements to the Office of Technology Licensing (OTL)

when does the su 18a apply
When does the SU-18A apply?

When the Visitor is not paid by Stanford and:

1. Participates in research projects here,


2. Makes “more than incidental use” of University resources.

coming soon
Coming soon …
  • A website with Affiliates information, links and contacts useful to Stanford and non-Stanford people, standard agreements
  • “Click and Join” memberships?
  • Annual meeting for affiliates directors and administrators

Ann George, Asst Dean of Research/Graduate Policy

Sally O’Neil, Manager, Industrial Contracts Office

Neil Morimoto, Senior Contract Officer