Tier AssessmentCandidate name: Click or tap here to enter text.
Site/Study Management: Managing ResourcesDate:Click or tap here to enter text.

Candidate testing level: F ☐ S☐ A☐

Mode: Self-Report with Manager Attestation

Competency / Fundamental / Skilled / Advanced
Ensures that there are ample study supplies and ensures equipment is in good working order. / Manages resources with assistance. / Manages resources independently, and may assist with determining processes for their management. / Determines resources needed for study, and processes related to their management. My assist in developing budget. Demonstrates application of knowledge of resource management outside of individual job or assigned studies.

Complete the following questions or indicate NA. Provide the documentation to your manager or third-party observer for attestation.

Protocol (eIRB number/short title):Click or tap here to enter text.

Describe the supplies and equipment necessary for implementation of your study.

Click or tap here to enter text.

Think about your role with regard to managing resources for the protocol above. Describe your level of responsibility with the following tasks.

GUI (do with guidance or assist with task), IND (do independently), LEAD (lead/mentor others/determine), NA (not applicable/not part of my job), OTH (describe)

Task / My role (mark all that apply) / Notes/describe briefly, as applicable
Obtain supplies/equipment for study / ☐GUI ☐ IND ☐ LEAD ☐NA ☐OTH
Maintain study supplies/equipment / ☐GUI ☐ IND ☐ LEAD ☐NA ☐OTH
Determine process for maintaining study supplies/equipment / ☐GUI ☐ IND ☐ LEAD ☐NA ☐OTH
Develop budget for study resources / ☐GUI ☐ IND ☐ LEAD ☐NA ☐OTH

Advanced Only: Describe any instances where you have demonstrated advanced application of your knowledge and understanding of resource management outside of your individual job or assigned studies. Some examples might include:

  • a description of difficult challenges you have met or helped others to address
  • providing mentorship to others outside of your team
  • developing and provided training to others, and/or
  • evidence that you are seen as a go-to resource for several faculty or staff

Click or tap here to enter text.

Candidate Name (Print): ______

Signature:______Date:______

Evaluation Level

This documentation demonstrates:

☐ Fundamental Competency

☐Skilled Competency

☐Advanced Competency

Attester comments about candidate’s competency level: Click or tap here to enter text.

Attester Name (Print): ______

Attester Title (Print): ______

Attester Signature:______Date:______

Assessment – SM: Managing Resources – Page 2