Children's Proposal Routing Checklist

Getting Started
Contact the Research Administrator (RA) and refer to this checklist when starting a new or continued study.
Internal Routing Forms
Updated internal routing forms located on:
Careforce →
Emory+Children's Pediatric Research Center (non-CHOA employees)→
Due to continuous updates, please refer back to the online forms instead of saving the forms on your computer.

Proposal Information Form (PIF): This form is used to provide the Office of Sponsored Programs (OSP) with basic information regarding new proposals. It starts the pre-award process.

Complete fill out all fields.
Obtain PI signature certifying that their Conflict of Interest (COI) is on file.

Budget Approval Form (BAF): This form contains all necessary approvals on a project budget and notifies other institution of a subcontract request.

Complete the top portion of the form, RA will complete the financial section.

Departmental Approval Form (DAF): This formdetermines what patient care procedures, professional, and technical fees are required. It requiresthe approval of each department providing services to ensure that the department can provide those services. This form must be completed and signed by the appropriate department managers, and submitted along with the Proposal Information Form (PIF) and Budget Approval Form (BAF).

Completely fill out the entire document. Indicate "NO" for the sections that do not apply to the study.
Add CPT Codes for each procedure.
Ensure that every section that is marked "YES" has a signature from the department representative.
Other Required Proposal Documents

Statement of Work (SOW):A brief description of the work being done at Children's.

Attached to internal forms. If awarded, this will be used as an exhibit in the sub agreement.

Budget: Details the costs associated with the research study. A clinical trial budget usually comes in the format of a Schedule of Events.

Obtain CPT code pricing. (Refer to the link below of top CPT codes or contact the Office of Grants Accounting (OGA) for pricing quote).
Set up a time to meet with your RA to develop the budget.
Include all ancillary budgets (eg, Lab,PRC, Pharmacy, Radiology) for routing.
If an external subcontract is needed, obtain budget and statement of work.
Budget Justification (if applicable): Documents the level of funding needed to support the project.

Sponsor Required Forms (if applicable):Any pre-award form that is required by the sponsoring agency.

Sub-recipient commitment forms.
NIH PHS applicant pages.
Acronyms
CHOA - Children's Healthcare of Atlanta / OSP - Office of Sponsored Programs / ORA - Office of Research Administration / OGA - Office of Grants Accounting
PRC - Pediatric Research Center / IRB - IRB Authorized Agreement / IAA - IRB Authorized Agreement / CPT - Current Procedural Terminology
Timeline
Useful Tips

Notify RA as soon as you know of a study. Send the PI name and contact, department, and study due date information as soon as possible.

Send IRB Approval Letter (or IAA) to RA once it is issued.

Notify IRB Office as soon as an NOA is issued.

Key Contacts:

Office of Research Administration Contacts:

Marcus Center - Chuong Pham,

Deanna West Tankoo, Research Administrator

Egleston - Shareena Pettway-Jean, Research Administrator

Scottish Rite - Lori Brown, Research Administrator

Ancillary Departments:

Children's Pediatric Research Center (PRC) contact: Stephanie Meisner, RN, Clinical Research Manager

Children's Investigational Drug Service Pharmacy contact: Jim Rhodes, Research Pharmacist

 Clinical Research Laboratory:

Egleston-Diana Worthington-White, Manager

Scottish Rite - Lori Bennett, Manager

Links:

Office of Sponsored Programs (OSP) website

Office of Research Administration(ORA) website

Office of Grants Accounting (OGA) website

Institutional Review Board (IRB) website

Research Compliance website

Children's Fact Sheet (provides institutional information such as DUNS number, tax ID number and benefit rates)

Top CPT Codes for Research

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