UF Health Cancer Institute Protocol Activation Guide
A Sponsor’s Guide to Initiating Clinical Trials at the UF Health Cancer Institute

Protocol Activation Process at a Glance

  • After receiving the site acceptance letter and all required startup documents (final Protocol, IBs, ICFs, Budget, CTA, study manuals, IT requirements, etc.), the study enters the active queue.
  • All trials are reviewed by the relevant Disease Site Group (typically meet monthly). Once approved, initial development begins. Timelines vary by trial complexity and queue position.
  • Once development is completed (2-4 weeks), trial will be submitted to the calendar build team with MCA to follow.
  • Regulatory startup specialist initiates essential documents and ICF drafts (with UF-required language). Biosafety and Radiation Safety (HURRC) reviews begin if applicable. If using SIP: Our team sends registration invites and completes investigator profiles. Investigators delegate profiles to our institution. The Regulatory Manager will address SIP registration questions.
  • After MCA finalization, budget negotiation begins. Once finalized, the trial is sent to UF’s Clinical Research Hub (CRH) for QA, Division of Sponsored Programs (DSP) for contracting, and Scientific Review and Monitoring Committee (SRMC) for review (meets 2nd & 4th Thursdays; deadline 1 week prior).
  • Final step: IRB submission. UF IRB uses WCG for industry-sponsored studies; UF templates are required, and sponsors may not submit on our behalf. WCG has rolling submissions with no deadlines. The SIV can be scheduled at the time of IRB submission. We kindly request to not send any lab kits or supplies until the SIV date has been scheduled.

Guidelines

The email listserv for the Protocol Activation Team is Protocol_activation@cancer.ufl.edu. Once a Protocol Activation Coordinator (PAC) has been assigned, they should be included in all correspondence until study activation to ensure smooth and efficient processing. Emails sent to the PAC or listserv should receive a response within 24 to 48 business hours.

Please note that some details may vary slightly depending on the complexity of the study; however, the processes and guidelines outlined here represent the typical expectations for protocol activation. Information on this page is meant for use by study sponsors engaged with the UF Health Cancer Institute for study activation and is meant to be confidential.

Acronyms and committees

  • BSC: BioSafety Committee, responsible for establishing, monitoring, and enforcing policies and procedures for work involving biohazardous materials and/or recombinant DNA molecules (in accordance with NIH guidelines)
  • CRH: Clinical Research Hub, responsible for initial QA of the Medicare Coverage Analysis and final financial QA prior to activation
  • DSG: Disease Site Group, responsible for initial review and endorsement of opening the trial at UF
  • DSP: Division of Sponsored Programs, responsible for contracting. The budget must be finalized and MCA must be reviewed by CRH contracting can begin
  • HURRC: HUman Radioisotope and Radiation Committee, responsible for review of radiological procedures that are administered solely for experimental or research, use of an investigational radiological device or investigational radiopharmaceutical, and use of radiological procedures when these procedures are the subject of the investigation
  • IRB: Institutional Review Board, final review of the study to ensure participants are adequately informed and protected
  • SRMC: Scientific Review and Monitoring Committee, reviews the study prior to IRB submission for scientific rigor and clinical impact

Timelines

The UF Health Cancer Institute is committed to efficient study activation, with a goal of IRB approval within 3 to 5 months of receiving all study documents and manuals. Although the UF Health Cancer Institute does not have a formal accelerated activation process, below are some tips for sponsors to accelerate activation:

Reduce negotiation time:

  • Master contract on file so that contract language is already agreed upon
  • Agree to all site fees as-is

Parallel processing:

  • Allow Site Initiation Visit to occur prior to IRB approval if need arises

Reduce extra administrative tasks:

  • No amendments to be processed during the activation period
  • Provide Medicare Coverage Analysis justifications with the budget

Frequently requested documents

Supporting documentation for institutional fees

Indirect rate for industry

35% effective 7/1/2025

Investigational pharmacy fees

Site Evaluation (SEV) Virtual Tours

Hematologic Malignancies

Solid Tumors

Other site documents

Site Profile

Electronic Medical Record Questionnaire (EMRQ)

UF Required Cost and Injury Language

UF FWA and SIP Facility ID


Commonly Requested Standard Operating Procedures (SOPs) and Policies:

Informed consent

  • Remote Informed Consent Process
  • SOP – Informed Consent

Investigational Pharmacy

  • CTSI IDS – Destruction and Return of Investigational Medications
  • CTSI IDS – Medication Storage and Temperature Monitoring
  • CTSI IDS – Ordering and Dispensation of Investigational Drugs
  • Main IDS – Investigational Medications Destruction and Return
  • Main IDS – Investigational Products Storage and Temperature Monitoring

Site Visits

Note: All SEVs are conducted remotely. Sponsors are permitted one on-site visit per year, inclusive of the SIV.

  • Monitoring Visits Policy
  • Site Evaluation Visits (SEVs) Policy
  • Site Initiation Visits (SIVs) Policy
  • SOP- Site Visits
  • SOP- SIV Meetings
  • Space Policy for Monitors

Other SOPs and Policies

  • Clinical Trial Kits Policy
  • Disaster Recovery Plan
  • Electronic Signatures Policy
  • Ophthalmology Memo
  • PI Responsibilities and Oversight
  • SOP- Access to EMR
  • SOP-Data Capture and Entry
  • SOP- Electronic Regulatory Files
  • SOP- Emergency Preparedness
  • SOP- External Safety Reports
  • SOP- Maintenance of Hospital Equipment
  • SOP- Master DOA Log
  • SOP- Radiologic Response Assessment
  • SOP- Research Lab Results
  • SOP- Retention of Source Documents
  • SOP- Subject Review and Verification

Our Team

Kiara Barker
Department: HA-UFHCI CRO ADMIN

Kiara Barker MPH

Assistant Director of Clinical Research Administration & Finance
Phone: (352) 392-1198
Ashley D Anderson
Department: HA-UFHCI CLINICAL RESEARCH

Ashley D Anderson MBA, ACRP-CP

Assistant Director of Regulatory Affairs & Compliance
Phone: (352) 273-8296

Protocol Activation Coordinators

Benjamin G White
Department: HA-UFHCI CRO SPONSORED PROJS

Benjamin G White

Protocol Activation Manager
Phone: (352) 273-8017
Kellie L Curry
Department: HA-UFHCI CRO SPONSORED PROJS

Kellie L Curry RN, OCN, CCRP

Research Admin III
Phone: (352) 226-3631
Katie M Smith
Department: HA-UFHCI CRO ADMIN

Katie M Smith MPH, ACRP-CP

Protocol Activation Coordinator
Phone: (352) 294-8570
Judy Hugh
Department: HA-UFHCI CRO ADMIN

Judy Hugh

Project Manager I
Phone: (352) 273-8869
Ally Senkarik
Department: HA-UFHCI CRO ADMIN

Ally Senkarik

Protocol Activation Coordinator II
Phone: (352) 273-5341

Finance/Budget/Post-Award Team

David H Veal
Department: HA-UFHCI CRO ADMIN

David H Veal

Budget and Finance Manager
Phone: (352) 273-8102
Leigh A Marshall
Department: HA-UFHCI CRO ADMIN

Leigh A Marshall

Clinical Research Administrator II
Phone: (352) 273-5079
Laurie Brown
Department: HA-UFHCI CRO ADMIN

Laurie Brown MBA, CCRC

Clinical Research Administrator II
Phone: (352) 294-8886
Stephanie A Jones
Department: HA-UFHCI CRO ADMIN

Stephanie A Jones

Research Billing Compliance Coordinator
Phone: (352) 273-8018
Maria E Raulerson
Department: HA-UFHCI CRO ADMIN

Maria E Raulerson

Research Billing Compliance Coordinator
Phone: (352) 294-8911

Regulatory Manager

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