Appendix 1
The Outsourcing R&D Toolkit

P. A. Sammons, The Outsourcing R&D Toolkit, Gower, 2000, ISBN 0 566 083140.

Contents

1. Global technological R&D
2. Strategy issues in purchasing R&D services
3. R&D and intellectual property rights
4. R&D networking
5. Alternatives to contract research
6. How to buy research
7. Working with universities
8. Critical success factors
9. Industrial espionage
10. The 'shape' of a typical research and development contract
11. Appendix: Results of the 1998 Contract Research Survey
12. 'Master' template documents
    • - RDT1 Confidentiality agreement (pre-tender)
    • - RDT2 Invitation to tender-letter
    • - RDT3 Instructions to tenderers
    • - RDT4 Form of tender
    • - RDT5 Appendix A- Segregation offender price
    • - RDT6 Appendix B - Rates and prices
    • - RDT7 Appendix C - Programme
    • - RDT8 Confidentiality agreement (tender)
    • - RDT9 Conditions of contract for research and development services
    • - RDT10 University contract and covering letter
    • - RDT11 Standard R&D contract letter
    • - RDT12 Unsuccessful tender-decline letter
    • - RDT13 Project memo
    • - RDT14 Variation to contract - letter
    • - RDT15 Confirmation of discharge of contract - letter
    • - RDT16 Research vendor evaluation checklist (use by visiting group)
    • - RDT17 Confidentiality agreement-third party sends information to us
    • - RDT18 Confidentiality agreement-third party hands information to us at meeting
    • - RDT19 Confidentiality agreement - we send information to third party
    • - RDT20 Confidentiality agreement-we hand information to third party at meeting
    • - RDT21 Request for reference-letter and questionnaire
    • - RDT22 Confirmation of satisfactory completion of assessment- letter
    • - RDT23 Contract close-out checklist
13. Appendix: Instructions for use of template documents