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irb-human-subjects/Forms/Submissions/FRM-IRB-001-Protocol-Submission-Form.md

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IRB Protocol Submission Form

Form ID FRM-IRB-001 Revision 1.0

Section 1: General Information

1.1 Submission Type

☐ New Protocol ☐ Modification/Amendment to Protocol #: _____________ ☐ Continuing Review for Protocol #: _____________

1.2 Study Identification

Field Entry
Protocol Title
Short Title (≤50 characters)
Proposed Start Date
Expected Duration months

1.3 Review Category Requested

☐ Exempt (specify category): _____________ ☐ Expedited (specify category): _____________ ☐ Full Board Review


Section 2: Principal Investigator Information

Field Entry
Name
Title/Position
Department
Institution
Mailing Address
Phone
Email
Faculty Sponsor (if PI is student)

Training Certification:

Certification Expiration Date
CITI Human Subjects
GCP (if applicable)
Other:

Section 3: Research Team

Name Role Department Training Current?
PI ☐ Yes
☐ Yes
☐ Yes
☐ Yes
☐ Yes

Section 4: Funding Information

4.1 Funding Source

☐ Internally Funded (Department/Institution) ☐ Federal Grant (Agency: _____________) ☐ Industry Sponsored (Sponsor: _____________) ☐ Foundation/Non-Profit (Name: _____________) ☐ Not Funded

4.2 Grant Information (if applicable)

Field Entry
Grant/Contract Number
Funding Period
Grant Title

Section 5: Study Overview

5.1 Purpose and Objectives

Briefly describe the purpose of this research and specific aims (250 words max):

5.2 Background and Rationale

Provide scientific background and justification (500 words max):

5.3 Research Design

☐ Observational/Non-interventional ☐ Interventional ☐ Clinical Trial ☐ Survey/Questionnaire ☐ Interview/Focus Group ☐ Secondary Data Analysis ☐ Other: _____________


Section 6: Subject Population

6.1 Target Population

Field Entry
Minimum Age
Maximum Age
Target Enrollment (this site)
Target Enrollment (total, all sites)

6.2 Inclusion Criteria

List specific inclusion criteria:

6.3 Exclusion Criteria

List specific exclusion criteria:

6.4 Vulnerable Populations

Check all that may be included:

☐ None ☐ Children/Minors ☐ Prisoners ☐ Pregnant Women ☐ Cognitively Impaired ☐ Economically Disadvantaged ☐ Educationally Disadvantaged ☐ Students of PI ☐ Employees of PI ☐ Decisionally Impaired ☐ Other: _____________

If vulnerable populations included, describe additional protections:


Section 7: Recruitment

7.1 Recruitment Methods

Check all that apply:

☐ Medical records review ☐ Advertising (print, radio, TV) ☐ Internet/Social media ☐ Flyers/Posters ☐ Direct approach in clinic ☐ Telephone ☐ Email ☐ Referral from provider ☐ Community outreach ☐ Other: _____________

7.2 Recruitment Materials

List all recruitment materials attached:

Document Name Version/Date

Section 8: Research Procedures

8.1 Study Procedures

Describe all procedures subjects will undergo (include timeline):

8.2 Duration of Participation

Field Entry
Number of visits
Duration of each visit
Total participation time
Follow-up duration

8.3 Study Location(s)

Location Address

Section 9: Drugs, Devices, and Biologics

9.1 Does this study involve drugs, devices, or biologics?

☐ No → Skip to Section 10 ☐ Yes → Complete below

9.2 Drug Information

Field Entry
Drug Name
IND Number (or Exemption)
FDA Approval Status ☐ Approved ☐ Investigational
IND Sponsor

9.3 Device Information

Field Entry
Device Name
IDE Number (or Exemption)
FDA Approval Status ☐ Approved ☐ Investigational ☐ Exempt
Device Risk ☐ Significant Risk ☐ Non-Significant Risk

Section 10: Risks and Benefits

10.1 Risks

Describe all foreseeable risks (physical, psychological, social, economic, legal):

Risk Likelihood Severity Mitigation
☐ Low ☐ Med ☐ High ☐ Low ☐ Med ☐ High
☐ Low ☐ Med ☐ High ☐ Low ☐ Med ☐ High
☐ Low ☐ Med ☐ High ☐ Low ☐ Med ☐ High

10.2 Benefits

Describe potential benefits:

To subjects:

To others/society:

10.3 Risk/Benefit Assessment

Justify why risks are reasonable in relation to anticipated benefits:


Section 11: Privacy and Confidentiality

11.1 Identifiable Information Collected

Check all that apply:

☐ Name ☐ Date of birth ☐ Social Security Number ☐ Medical Record Number ☐ Address ☐ Phone number ☐ Email ☐ Photographs/Video ☐ Audio recordings ☐ IP address ☐ Genetic information ☐ Other: _____________

11.2 Data Storage and Security

Field Entry
Storage location ☐ Paper ☐ Electronic ☐ Both
Physical security measures
Electronic security measures
Who will have access to data?
Data retention period
Disposition after study ☐ Destroy ☐ Archive

11.3 Data Sharing

Will data be shared with others outside the research team? ☐ No ☐ Yes (describe): _____________


Describe how consent will be obtained:

☐ Written consent from subject ☐ Written consent from LAR ☐ Oral consent with documentation ☐ Waiver of documentation of consent ☐ Waiver of consent

Document Language Version/Date
Consent Form
Consent Form
Assent Form
HIPAA Authorization

12.3 Waivers Requested

Waiver of Consent (45 CFR 46.116(f)): ☐ Not requested ☐ Requested - Justify below:

Waiver of Documentation of Consent (45 CFR 46.117(c)): ☐ Not requested ☐ Requested - Justify below:

Waiver of HIPAA Authorization (45 CFR 164.512(i)): ☐ Not requested ☐ Requested - Justify below:


Section 13: Compensation

13.1 Subject Compensation

☐ No compensation ☐ Yes → Complete below

Visit/Activity Compensation Amount
$
$
Total possible $

13.2 Payment Method

☐ Cash ☐ Check ☐ Gift card ☐ Other: _____________


Section 14: Conflict of Interest

14.1 Financial Interests

Does any member of the research team have a financial interest in the study sponsor, product, or outcome?

☐ No ☐ Yes (disclosure attached)


Section 15: Required Attachments Checklist

Document Attached?
Research Protocol
Informed Consent Form(s)
Assent Form(s) ☐ or N/A
HIPAA Authorization ☐ or N/A
Recruitment Materials ☐ or N/A
Surveys/Questionnaires ☐ or N/A
Training Certificates
COI Disclosures
Grant/Funding Documents ☐ or N/A
Investigator Brochure ☐ or N/A
Site Authorization Letters ☐ or N/A
Data Use Agreement ☐ or N/A
Other: _____________

Section 16: PI Assurance

By signing below, I certify that:

  • I have read and will comply with all institutional policies and federal regulations
  • All information in this application is accurate and complete
  • I will obtain IRB approval before initiating any changes
  • I will report adverse events and unanticipated problems promptly
  • I will ensure all study personnel are appropriately trained
  • I take responsibility for the conduct of this research
Field Entry
PI Signature
Date

Section 17: Department Approval (if required)

Field Entry
Department Chair/Designee
Signature
Date

For IRB Use Only

Field Entry
Date Received
IRB Protocol Number
Review Category Assigned ☐ Exempt ☐ Expedited ☐ Full Board
Primary Reviewer
Secondary Reviewer
Meeting Date (if Full Board)
Action
Approval Date
Expiration Date

Form FRM-IRB-001 Rev 1.0 - IRB Protocol Submission Form