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Sponsor Forms and Guidelines

Quorum sponsor forms and guidelines are designed to collect vital study information necessary for the Board to render its decisions. Documents and information in this section pertain to study start-up, maintenance, and protocol continuing review:

Quorum Handbook

Study Start-Up

Investigator Forms

Safety Reporting

Participant Recruitment

Continuing Review

Study Changes

For information about the review of research in Canada, please see our page about North American Research.

Quorum Handbook

The most comprehensive source for understanding the policies and procedures that govern Quorum’s institutional review board/research ethics board.

Customers can contact Quorum to obtain the password required to access portions of the Handbook.

Phone: (206) 448-4082
Email: customerrelations@quorumreview.com

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Study Start-Up

Central Study Questionnaire

A comprehensive document detailing the specifics of the Protocol such as:

  • Primary, Scientific, and Billing contacts
  • Shipping preferences
  • Protocol timelines and number of investigators
  • Type of study and phase
  • Participant information
  • Consent Form preferences
  • Model Recruitment Materials
  • Submission of Safety Information and Investigator Brochures/Package Inserts

Quorum Device Studies Form

Supplemental form for Device Studies only. Please complete and enclose with Protocol submission materials when submitting a Device Study.

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Safety Reporting

Serious Adverse Event, Protocol Deviation, Unanticipated Problem, IND Safety Report, Investigator Brochure, Package Insert...

If a safety event meets Quorum’s reporting requirements, an investigator is required to report the event to Quorum within 10 business days of becoming aware of the event. To determine if an event meets Quorum’s reporting requirements, refer to our guidelines or the appropriate form.

Sponsor Reports of Changes to Investigator Brochures, Package Inserts, and Device Manuals
Quorum requests that sponsors accept responsibility for submitting the following documents on behalf of investigators:

  • Investigator Brochures
  • Package Inserts
  • Device Manuals

Protocol Level Safety Information and Unanticipated Problems
Typically, the investigator is responsible for submitting the following study-wide safety information to Quorum when such information qualifies as a Reportable Event:

  • IND Safety Reports (external adverse events)
  • Device Reports
  • Data Safety Monitoring Board (DSMB) Summary Reports
  • Agency or Sponsor Safety Alerts
  • Notification of product withdrawals
  • Recalls and clinical holds
  • Other relevant safety information

Quorum allows the sponsor to accept responsibility for submitting study-wide safety information to Quorum on behalf of all investigators involved with the study. The sponsor can make this choice by providing the appropriate information on the Central Study Questionnaire. If the sponsor has assumed this responsibility, the sponsor will submit all protocol-level safety information to Quorum at the same time these documents are sent to investigators.

Or, refer to the Quorum Handbook to learn more.

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Participant Recruitment

Board approval is required for all recruitment materials that are intended to be seen or heard by prospective participants to solicit their participation in a study. Approval is also required for participant study materials, which are documents provided to participants during the course of the study. Refer to Quorum’s "Guide to Participant Recruitment" for guidance on submitting advertisement and recruitment materials for board review; including requirements for submission, helpful hints for a successful submission, and a list of materials Quorum does not review.

The sponsor may submit model advertising or participant recruitment materials on behalf of all or some of the investigators participating in a protocol. These materials will be approved without investigator-specific contact information, which can be added by the investigator after approval. For model recruitment material, the Board will only review the submitted materials for those investigators that the sponsor specifically identifies. These materials are reviewed within 48 hours of receipt and approval documents will be shipped to investigators within five business days of approval.

Or, refer to the Quorum Handbook to learn more.

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Continuing Review

When Quorum is acting as a central ethical review board, Quorum will send the sponsor a continuing review packet that will include a copy of the Protocol Continuing Review Report and a copy of the materials provided to sites for continuing review. When Quorum is not the central Board for a multi-site study, Quorum will send the reminder and report form to the investigator who then must forward it on to the sponsor. Sponsors must return the Protocol Continuing Review Report by the due date indicated on the form so that the protocol can be reviewed prior to the sites.

Or, refer to the Quorum Handbook to learn more.

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Study Changes

Please complete the above form if there are any significant changes that need to be made to any of the sections listed on the Central Study Questionnaire. This will allow for thorough and accurate documentation for both Quorum and the sponsor concerning the specifics of the study.

Amendments and Revised Consent Forms

Quorum requires review of all changes in research activity, including protocol amendments and/or consent form revisions. Please submit the following information, at minimum:

  • Cover letter
  • Summary of changes
  • Rationale for changes
  • Full text of amendment or amended protocol
  • Tracked, electronic copy of consent form(s), (if applicable)

All consent form revisions must be tracked in electronically using the current, Board-approved version of the consent form. Some protocol amendments may qualify for Expedited Review.

Or, refer to the Quorum Handbook to learn more.

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