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IRB / Ethics & Informed Consent Plan

Download Word
260
Sites needing approval
5.8w
Weighted median
3 of 6
Levers that work
3
Consent versions
Contents
  1. A Process the Sponsor Does Not Control
  2. Central or Local — and What It Costs
  3. Ethics Review Inside the Activation Sequence
  4. What the Sponsor Can and Cannot Do
  5. What Puts the Study Back in Front of the Board
  6. Informed Consent
  7. The Approvals Record

1. A Process the Sponsor Does Not Control

Every one of the 260 sites in this program must be approved by an institutional review board before a single participant is screened. That review is conducted by a body that is independent of the sponsor by design, meets on its own schedule, and cannot be influenced, accelerated or appealed.

Position
Sites requiring ethics approval260 — every one
Approvals held at the status date231
Weighted median time to approval5.8 weeks
Allowed in the activation plan5 weeks (weeks 9–14 of an 18-week sequence)
Sponsor levers that actually work3 of 6
The independence that makes ethics review slow is the same independence that makes it worth having.

A board a sponsor could hurry is a board a sponsor could pressure, and the entire protection it offers participants rests on it being neither. Every frustration in this document follows from that, and none of it is a defect to be engineered away.

What a program can do is stop treating the review as a delay and start treating it as a fixed input with a knowable schedule. Boards publish their meeting calendars and their submission cut-offs. A program that plans against those dates loses far less time than one that submits when it happens to be ready.

2. Central or Local — and What It Costs

Review routeSitesShareMedian to approvalWhy
Central IRB17868%4.5 wksA single commercial board reviewing on behalf of multiple sites. Faster, consistent, and the default for sites whose institution permits it.
Local institutional IRB7127%9.0 wks⚠ Academic medical centers that require their own board to review, typically meeting monthly with a submission deadline two weeks before. A single missed deadline costs six weeks, not one.
Local with central acceptance114%6.0 wksInstitutions that accept the central review but require a local administrative sign-off. Cheaper than a full local review and slower than none.
Weighted median260100%5.8 wksAgainst 5 weeks allowed in the activation plan.
71 sites — 27% of the network — require their own institutional board, and they take twice as long.

These are academic medical centers whose institutions do not permit central review. Their boards typically meet monthly, with a submission cut-off around two weeks before the meeting. Missing that cut-off by one day does not cost a day. It costs six weeks, because the next opportunity is the next meeting.

That is the mechanism behind the single most useful operational rule in this plan: the deadline is the cut-off, not the meeting.

The strategic decision was to use the central board wherever an institution permits it, which covers 178 sites. That is not a cost decision — a central board is not cheaper — it is a schedule decision, and it halves the median. The 71 sites that cannot use it were selected anyway, because ⚠ academic medical centers that require their own board to review, typically meeting monthly with a submission deadline two weeks before are also where much of the eligible population is.

3. Ethics Review Inside the Activation Sequence

The activation plan allows 5 weeks from IRB submission to approval. The weighted median across the network is 5.8.

WeeksReading
Planned activation, end to end18The Gate 4 assumption
Actual activation, running224 weeks over, and the origin of the enrolment shortfall
Allowed for ethics review5Weeks 9 to 14 of the sequence
Actual weighted ethics median5.80.8 weeks over — roughly 20% of the total overrun
Ethics review explains about a fifth of the activation overrun. Contract execution explains the rest.

That distinction matters because the two have completely different responses. The ethics portion is largely irreducible — it is the local-board minority meeting monthly, and no amount of sponsor attention changes a board's calendar. The contracting portion is negotiable, and it is where the recoverable time actually is.

A program that attributes the whole overrun to ethics review has given itself permission to stop looking, which is the more expensive error. The number in this table is the reason the recovery plan targets contracting rather than submissions.

It is asserted at build time. If a future edit made the weighted ethics median fit inside the planned window, the fact base would refuse to import — because the activation plan would then have no explanation for its overrun and something else in the model would be wrong.

4. What the Sponsor Can and Cannot Do

LeverDoes it work?Why
Submit a complete package first timeReal⚠ The single largest controllable factor. An incomplete submission is returned unreviewed and waits for the next meeting — which on a monthly board is a six-week penalty for a missing CV.
Use the central board where permittedRealHalves the median. Already applied to every site whose institution allows it.
Track submission deadlines per boardRealBoards meet on fixed schedules with cut-offs. Missing a cut-off by a day costs a full cycle, and the calendar is public.
Ask the board to expediteNone⚠ A sponsor has no standing to request priority, and asking damages the relationship the site depends on.
Escalate through the CRONoneThe CRO has no more standing than the sponsor. Meridian can chase administrative status; it cannot influence a review.
Negotiate the review outcomeNone⚠ Improper. The board's independence is the protection for participants, and a sponsor attempting to influence it is a serious finding in its own right.
Three of six levers do not exist, and one of them is improper to attempt.

Asking a board to expedite has no standing and damages the relationship the site depends on. Escalating through the CRO adds a party with no more standing than the sponsor. And attempting to influence a review outcome is a serious finding in its own right — the board's independence is the participant protection, and a sponsor working around it has undermined the thing the trial depends on for its legitimacy.

Listing the levers that do not work is more useful than listing only the ones that do, because under schedule pressure somebody will propose each of them, and the answer needs to be ready before the pressure arrives.

The one lever that carries most of the value is the dullest: submit a complete package the first time. An incomplete submission is returned unreviewed and waits for the next meeting, which on a monthly board turns a missing curriculum vitae into a six-week loss. The regulatory document package — Form FDA 1572, curricula vitae, medical licenses, financial disclosure — is collected at week 8 of the activation sequence precisely so that the week 9 submission is complete.

5. What Puts the Study Back in Front of the Board

TriggerRequirementConsequence
Protocol amendmentPrior approval requiredNo participant may be enrolled or treated under the amended protocol until approved. ⚠ Except a change eliminating an immediate hazard, which is implemented first and reported after.
Informed consent form revisionPrior approval requiredIncludes any change to the risk section. Already-enrolled participants may require re-consent.
Continuing reviewAt least annually⚠ Approval EXPIRES. A site whose continuing review lapses must stop enrolling and, in some cases, stop dosing — a self-inflicted enrolment loss that is entirely preventable.
Safety report affecting riskPrompt notificationUnanticipated problems involving risk to participants go to the board as well as to the agency.
Recruitment materialPrior approval requiredEvery advertisement, letter and screening script. Frequently forgotten, and it stops recruitment when it is.
Site closureNotificationThe board is told, and enrolled participants continue to be followed.
Continuing review is the one that catches programs out, because approval EXPIRES.

An ethics approval is not permanent. It is granted for a period — typically a year — and a site whose continuing review lapses must stop enrolling immediately, and in some circumstances stop dosing. That is an entirely self-inflicted enrolment loss, caused by a calendar nobody watched, on a study that was otherwise proceeding normally.

With 231 sites active, each on its own approval anniversary, this is a tracking problem before it is anything else. It is managed in the same register as the approvals themselves, and a lapse is treated as an issue rather than an administrative slip.

Recruitment material is the second most commonly missed. Every advertisement, letter, and screening telephone script requires prior approval, and a site that produces its own local flyer in good faith has created a deviation. The rule sounds bureaucratic until you consider what it protects against: a study advertisement is the first thing a potential participant reads, and it is the easiest place in the entire trial to overstate a benefit.

6. Informed Consent

Three versions are in force across the program.

VersionApproved atWhat changed, and who re-consents
v1.0G4Original, approved at Phase 3 start.
v1.1G4Administrative — site contact details corrected. No re-consent.
v2.0G4⚠ Cardiovascular sub-study added under CR-02. Re-consent required for participants electing to join; a new consent for those enrolling after.
PrincipleWhat it means in practice
Consent is a process, not a formThe signed document evidences a conversation. An inspector interviews the coordinator about how consent was obtained, not only whether a signature exists.
It must precede any study procedure⚠ Including screening. A screening blood draw taken before the consent signature is a protocol deviation and a reportable one.
Readability is a compliance requirementWritten for the population, not for the sponsor. Boards routinely return consents for reading level alone, and each return costs a review cycle.
Re-consent is triggered by new informationNew risk information, or a substantive protocol change affecting participants. Administrative changes do not trigger it — over-triggering burdens sites and confuses participants.
Consent is a process. The form is the evidence, not the thing itself.

An inspector does not primarily examine signatures. They interview the coordinator about how consent was obtained — whether the participant had time, whether questions were answered, whether anyone was consented by someone not delegated to do it. A file of perfectly executed forms does not survive an interview that reveals the conversations were rushed.

The most common serious finding in this area is timing: a screening procedure performed before the consent signature. It is usually a blood draw, usually done by someone being helpful, and it is a reportable deviation every time.

Version 2.0 is the interesting one. The cardiovascular sub-study added by change request CR-02 required a consent revision and re-consent for participants electing to join — a scope change reaching all the way down into a conversation with each individual participant, months after they first agreed to take part. That is the true cost of a mid-study scope addition, and it appears in no budget line.

7. The Approvals Record

Zone 4 of the Trial Master File holds one approval package per site — the largest single document count in the file — and it is what evidences that no participant was enrolled anywhere before the board said so.

Held for every siteWhy an inspector wants it
Initial approval letter, dated⚠ Compared against the date of the first participant's consent. The order of those two dates is the single most consequential thing in the zone.
The approved protocol version and consent versionConfirms the site was working from what the board approved, not a later draft.
Board membership or assurance numberEvidences the board itself is properly constituted and registered.
Every continuing review approvalDemonstrates unbroken coverage. A gap between one approval expiring and the next being granted is visible as a date range with nothing in it.
Approval of every amendment and consent revisionEach one dated before the amended protocol was used at that site.
Almost everything in this zone is a date comparison.

Approval before first consent. Consent before first procedure. Amendment approval before amended procedures. Continuing review before the prior one expired. The content of the documents is rarely the finding; the sequence of them almost always is.

Which makes this the zone where contemporaneous filing matters most, and where a file assembled retrospectively fails most visibly — because the one thing a reconstructed file cannot convincingly reproduce is a chain of dates that were always in the right order.

The ethics record outlives the program by the full 25-year retention period. Long after the last participant is followed up and the program is closed, this zone remains the evidence that 2,480 people agreed to take part in something that had been independently judged reasonable to ask of them.