Jump to:
Overview
In some cases, a project account may be set up before an award is fully finalized.
- Requests for advance accounts are initiated by the PI (or a department representative) via a WISPER Approval Request.
- Clearances must be approved and filled in, effort and COI must be up to date and the project hyperlink, including effort, must be complete.
- Requests are reviewed by the SMPH Research Division, and approved requests are submitted to RSP for account setup.
- An overview of the advance account request/approval process is below; for complete instructions, see RSP’s WISPER – Request Project ID in Advance of Award reference guide.
Advance account requests
Note: Before requesting an advance account number, all applicable project/protocol details must be complete, PI must sign for the award in WISPER and written confirmation of the proposal’s funding status and start date must be received from the sponsor.
- Log into WISPER from the using your NetID and password.
- Locate the project record from your My WISPER worklist or the Search page.
- Click the Approvals tab, then click Initiate New Approval Request.
- In the Approval Type drop-down menu, choose Request Advance Award.
- In the Approval Request box, enter any justification or comments that may assist the division in reviewing the request.
- In the Requested Approver drop-down menu, choose SMPH.
- Click Add Approval at lower-left to submit the request.
Clinical Trial Advanced Account Requests
This change would apply only to Clinical Trial Agreements. Please follow these instructions if you would like an Account in Advance and have a record in status 5 waiting for Human Subjects approval.
A change to the current workflow allows departments to request an account in advance of award earlier in the activation life cycle of the clinical trial. The department needs to conduct a risk assessment and determine when it is appropriate to request an account in advance. This determination will likely vary for established partners (i.e., those with whom we have successfully executed agreements in the past) vs. those who are completely new to the department and/or institution.
- Department submits an Approval Request for Account in Advance of Award to SMPH following the current steps in WISPER. In the APPROVAL COMMENTS YOU MUST STATE:
-
- The department has assessed the risk and the department acknowledges their liability for the account if the project does not move forward.
- What work will be accomplished before the Human Subjects approval is in place.
- SMPH will send an APPROVAL to the PI to attest the following:
-
- As the Principal Investigator for this funding proposal, I attest those funds from this proposal will not be used to conduct human participant research until IRB approval from the IRB is received and have uploaded that approval notice into WISPER.
- Account is set up by RSP and is available for use immediately (for charges such as IRB reviews, staff time associated with start-up activities, etc.).
***If we have IRB approval and the fully executed agreement, we do not do Adv Awd.
AdvAWD process for industry clin trial or large multi-site grant with commercial IRB
A WISPER APPROVAL will be sent to the PI and they must approve the following before the account in advance will be approved/setup:
- As the Principal Investigator for this funding proposal, I attest those funds from this proposal will not be used to conduct human participant research until IRB approval from the IRB is received and have uploaded that approval notice into WISPER.