Study Initiation & Closeout

Find information on study agreements, SIVs and study closure procedures below.

Quick Reference Guides

• Drafting Sponsored Research Proposals & Budgets [OSR]
• How do I initiate research studies with pharmaceuticals and other industry partners? [OSR]
• Conflict of Interest Reporting Requirements [COI Office]
• Study Tracker: Access, Study Initiation, and Financials
• About Material Transfer and Data Use Agreements [OSR]
• Sponsored Research Award Closeout [OSR] 
• IRB Guidance on Study Closure [IRB]
• Record Retention Policy [IRB]
• Research Subcontracts/Subawards [OSR]
• How do I use DocuSign for contracts & agreements [OSR]
• Facilitates & Administration (F&A) Rate Guidance [OSR]

Document Templates & Checklists

• Clinical Trial Agreement (CTA) Template & Standardized Language [OSR]
• Change Request Templates & Checklists [OSR]
• Confidential Disclosure Agreement Requests & Other Non-Funded Negotiations [OSR] 
• View the full library of Regulatory Document Templates

Video Resources

• Presentation: Study Budget Development [NIH]