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Forms, Policies, Guidelines & Procedures
Animal Research / IACUC
Guidelines and Procedures
- Per diems and fee schedule (fee chart)
- Training (links and resources to facilitate quality animal studies)
- tick@lab Training - Animal Use Protocols
- tick@lab Training - Continuing Reviews and Amendments
- Common Protocol Errors Checklist
- Complete my CITI Program Training
Forms
Clinical Research
Guidelines and Procedures
- UTRGV SOP Table of Contents
- UTRGV Standard Operating Procedure Glossary
- GA-101 Development and Maintenance of Standard Operating Procedures
- GA-102 Access and Use of Protected Health Information Preparatory to Research
- GA-104 Scope of Practice
- GA-105 Investigator Responsibility for Study Team Training and Documentation
- GA-106 Transfer of Sponsor-Investigator Initiated FDA Regulated Studies
- GA-109 Departing Investigators
- RA-201 Regulatory Documentation
- RA-203 Document Control
- RA-204 Adverse Event Reporting
- RA-205 Use of Florence for Electronic Records and Electronic Signatures
- RA-206 Florence End User Training
- PM-302 Site Qualification Visit
- PM-303 Site Initiation Visit
- PM-304 Study Monitoring and Auditing Visits
- PM-305 Study Closeout for Sponsored Clinical Research
- PM-306 Registration of Clinical Trials in ClinicalTrials.gov
- PM-307 Results Reporting of Clinical Trials in ClinicalTrials.gov
- SM-401 Subject Screening and Enrollment
- SM-402 Informed Consent Process
- SM-403 Study Visits
- SM-404 Protection of Confidential Information
- SM-405 Specimen Collection and Management
- DM-501 Case Report Form Completion
- DM-502 Source Documentation Standards
- DM-504 Record Retention, Archive, and Storage
- DM-505 Certified Copies of Research Regulatory Documents
- QA-601 FDA Inspections
- QA-602 Corrective and Preventive Action (CAPA) Plan
- QA-604 Equipment Registration, Maintenance, and Calibration
- QA-605 Temperature Monitoring
- FM-701 Coverage Analysis
Forms
Contracts and Industry
Guidelines and Procedures
Forms
- DTUA Intake Form Funded
- DTUA Intake Form Non-funded
- MTA Outgoing Intake Form Funded
- MTA Outgoing Intake Form Non-funded
- MTA Receiving Intake Form Funded
- MTA Receiving Intake Form Non-funded
- NDA Intake Form
Policies
Export Controls
Guidelines and Procedures
- Export Controls Manual
- Introduction to Export Controls
- Restricted Party Screening Training
- Guidance for International Travel
Forms
- Proposal Export Control Review
- Export License Exception (TMP) Certification
- Export License Exception (BAG) Certification
Policies
Conflicts of Interest
Forms
Policies
Pre-Award
Guidelines and Procedures
Forms
- OSP Budget Development Worksheet
- OSP Cost Share Form
- OSP UTRGV Subrecipient Commitment Form
- OSP Subcontract vs. Consultant vs. Vendor
- UTRGV IDC Agreement
Policies
Post-Award
Guidelines and Procedures
- Cost Transfers for Sponsored Projects
- PeopleSoft Budget Levels for Oracle E-Type to PeopleSoft Accounts
- HR’s ePAF system guidance
- Time and Effort Certification
- Reference Guide to T&E - SI
- Reference Guide to T&E - DEC
- Reference Guide to T&E - PI
- Reference Guide to T&E - GVO
- Glossary
Forms
Policies
- UTRGV HOP ADM 07-303, Cost Transfers for Sponsored Projects
- UTRGV HOP ADM 07-103, Managing and Certifying Effort on Sponsored Projects
Regulations
Post-Approval Monitoring
Guidelines and Procedures
- Post Approval Monitoring Standard Operating Procedure
- IACUC General PAM visit description
- IACUC PI Self-Assessment
- IBC/HBA General PAM visit description
- IBC/HBA PI Self-Assessment
- IRB General PAM visit description
- IRB PI Self-Assessment for Social, Behavioral, and Educational Research
- IRB PI Self-Assessment for Clinical Research
- CAPA SOP
Forms
Institutional Review Bord (IRB)
Guidelines and Procedures
- Researchers Handbook - Understanding IRB Processes
- Research Participant Compensation SOP
- Incentive Agreement - Use of Personal Funds
- Participant Compensation Disbursement Log
- Email Recruitment Template
- In-Person Recruitment Template
- Professor Permission Script
- Telephone Recruitment or Consent Script Combo Phone Interviews-Surveys
- Biomed Consent Form with HIPAA Authorization
- Biorepository Informed Consent Form with HIPAA Authorization
- Simplified Consent Form Template
- Child Assent Form Template
- Child Assent Script Template
- SBE Parent-Guardian Permission Form
- Social Behavioral & Education Consent Form
- Social Behavioral & Education Consent Form with Certificate of Confidentiality
- OAD Certification Form for Multiple Personnel
- Outside Activity Disclosure (OAD) Certification
- Chart Review Protocol Template
- Clinical Trials and Greater than Minimal Risk Studies Protocol Template
- Internal Permission Letter Template
- Outside Site Letter Template
- Confidentiality Agreement - Professional Transcribers Only
- Translation Certification
- Request for Determination-Non-Regulated Research Form
- Protocol Deviation - Possible Noncompliance Report Form
- Unanticipated Problem-Adverse Event Reporting Form
- IRB Authorization Agreement
- Compliance Commitment Statement
- Debriefing Document Template
- Research Study Information Sheet Template
- Lay language for Biomedical Protocols
- tick@lab - Orientation - Read this first
- tick@lab - Training for New Project Submission Guide
- tick@lab - Training for Amendments (Modifications)
- tick@lab - Training for Continuations (Extensions) Submission
- tick@lab - How to Locate an Approval Memo
- tick@lab - Review Training for IRB Members
- UTRGV IRB CITI Training
- Securing Your Zoom Meetings
Policies
Regulations
Technology Transfer
Guidelines and Procedures
- Before disclosing a technology or invention, communicate with our office.
- Follow the licensing process.
- When in doubt, ask!
Forms
Policies
Research Integrity
Policies
Regulations