The purpose of the Clinical Trials Initiative Town Hall meetings has been to provide specific protocol expectations for the use of pending and operating accounts and to engage in open discussion that yields greater clarity on clinical trial budgeting, standardized fees and financial processes, which leads to a more financially sustainable model of conducting clinical trials. 

Leigh Powell, Clinical Trials Manager for the Cardiovascular Clinical Trials Unit at UAB, attended the October 28th meeting and shared, “Understanding the significance and impact of standardizing budgets is vital to successful research.”

Also during the October 28th meeting, facilitator Dr. Robert Kimberly emphasized a 2017 CCTS Monthly Forum that provided in-depth, critical financial guidelines for clinical trials. That presentation can be found here and on the CCTS YouTube channel. Additional help and online resources are available:

The clinical lifecycle graphic (

Summaries and links to key issues like standard fee schedule, pending accounts, study management fee, and more (link)

Office of Research: 
Visit the new Office of Research website Halfway down the page, find a link Clinical Trials. In addition, from the Office of Sponsored Research (OSP) homepage: one can navigate to “Guidance” in the top, horizontal navigation to learn more about the expectations and best practices in contracting.

UAB Policies and Procedures Library: 
The UAB Policies and Procedures Library is a repository of all current university-wide policies and associated procedures ( For example, the revision in guidelines for application of the F&A rate on investigator-initiated trials from 30% of TDC to 36% of MTDC can be found here: . For additional guidance and a Clinical Trials Criteria review, see:

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