Data Use Agreement Process

DTUA Workflow – Outgoing Data 

  • Determine if the investigator wishes to share data with an outside party for a research project. 
  • Determine if the outgoing data solely consists of UW data, or if data is sourced from a third party 
    • If the data set includes third party data, include the relevant DTUA or RAMP record, and consult with the SMPH Contracts Office on next steps  
  • If human subjects data is being transferred to a third party, a data agreement will be needed. 
    • If an investigator wishes to share non-human subjects data (e.g. bench data, animal data), such transfers can be addressed via a CDA (link) or a data agreement for general data. 
  • Fill out the outgoing data agreement checklist located here
    • A Dean’s Office representative will be in contact with you regarding the classification of data. 
  • Determine the appropriate data agreement template 
    • De-identified data
    • Limited Data Set  
    • Fully Identifiable Data exceeding a Limited Data Set  
      • Note that there needs to be a HIPAA basis for the disclosure of HIPAA data (exceeding a Limited Data Set) with a third-party research collaborator.
      • This is often addressed under a HIPAA authorization.  Under certain limited situations, the Health Sciences IRB may approve a waiver of authorization.  Please consult with the IRB at asktheirb@hsirb.wisc.edu to determine the appropriate steps if the study team wishes to share HIPAA data under a waiver. 
  • Set up a RAMP record for the outgoing data agreement, and follow RAMP instructions for submission 

Incoming DTUA Workflow 

  • Determine if SMPH investigator wishes to obtain data from a third party 
  • UW does not require data agreements for incoming data transfers, but a DTUA is recommended if the investigator intends to further share the data with another collaborator 
  • If the providing site requires a DTUA, recommend use of the FDP template, as that will expedite the signing of the DTUA  
  • Set up a RAMP record for the incoming data agreement, and follow RAMP instructions for submission. 
  • Indicate whether the agreement is associated with a pending project 

Other Templates 

  • Attachment 2 found here 
  • Transfers of Data and Materials may be addressed via a combination DTUA and MTA template 
  • Please consult with the SMPH Contracts Office to determine whether such a template would be applicable for your transfer 
  • Multi-site data transfers (please consult with the SMPH Contracts Office)
  • For repository agreements in which SMPH is the lead site, please consult with the SMPH Contracts Office, who can tailor a template suitable for the research team’s needs.