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Below is the Center for Clinical Studies' list of recommended Protocol-Related Event Triggers.  We understand that study teams have variable invoicing needs, so these triggers are meant as suggestions and not requirements.

Event DescriptionEvent TriggerComments 
Additional MonitorCRA 
Central Lab ProcessingCRA 
Fee for Additional Sponsor Initiated Investigator MeetingCRA 
Hotel, per dayCRA 
IND Safety Reports processing, eachCRA 
LodgingCRA 
Mileage, per mile at current federal rateCRA 
Monitor VisitsCRA 
Monitoring: CancelationCRA 
Monitoring: Change in Monitoring Staff, per eventCRA 
Monitoring: No Show, per eventCRA 
Not for Cause FDA AuditsCRA 
Reconsent FeeCRA 
Record Request after CloseoutCRA 
Remote Monitoring Charge or Training Outside of SIV for CRC, per hourCRA 
SAE at our site, eachCRAOnly use if SAE milestone is not used
Sponsor/FDA/IRB Audit Fee, per dayCRACan be triggered by the Regulatory Coordinator 
Travel ExpensesCRANegotiated rate should remain $0.00. Subject sequence
number
# and additional details should be documented in
the
comments. 
Screen Failures, per patientCRA Only use if Screen Failure milestone is not used
Annual Medication Storage FeeIRB
Annual
Review
 

Review Reason: Continuing Review

Central IRB Continuing ReviewIRB
Annual
Review
 

Review Reason: Continuing Review

Clinical Research Unit, Adult, CTRU or Pediatric, PRU, Annual feeIRB
Annual
Review
 

Review Reason: Continuing Review

IRB Annual Renewal FeeIRB
Annual
Review
 

Review Reason: Continuing Review

Maintenance of Regulatory Documents, CVs, DOA Logs, 1572s, FD, Training, per yearIRB
Annual
Review
 

Review Reason: Continuing Review

Regulatory Renewal FeeIRB
Annual
Review
 

Review Reason: Continuing Review

Research Pharmacy Annual feeIRB
Annual
Review
 

Review Reason: Continuing Review

Biostatistician FeesIRB Review

Review Reason: Initial Review

 
Budget and Contract ReviewIRB Review

Review Reason: Initial Review

 
Central IRB Initial ReviewIRB Review

Review Reason: Initial Review

 

Clinical Research Unit, Adult, CTRU or Pediatric, PRU, Initial FeeIRB Review

Review Reason: Initial Review

 

Coordinator Start-up feeIRB Review

Review Reason: Initial Review

 
Fast Track Fee - for Phase I onlyIRB Review

Review Reason: Initial Review

 
Initial Regulatory Preparation FeeIRB Review

Review Reason: Initial Review

 

Intial Medication Storage FeeIRB Review

Review Reason: Initial Review

 

IRB Initial ReviewIRB Review

Review Reason: Initial Review

 

Lab Start Up CostsIRB Review

Review Reason: Initial Review

 

Pre-Screening FundsIRB Review

Review Reason: Initial Review

 
Radiology Start Up FeeIRB Review

Review Reason: Initial Review

 
Research Pharmacy Initial FeeIRB Review

Review Reason: Initial Review

 

Study Start Up FeeIRB Review

Review Reason: Initial Review

 
Document ArchivingIRB Study Closure
Could also be IRB Initial Review depending on contract language
Depending on contract language, could also use
Review Type: IRB Review; Review Reason: Initial Review
Study Close-out FeeIRB Study Closure 
Administrative IBC Fee Add event trigger based on study use case needs
Advertisement & Recruitment
 
IRB
Initial
Review -or- CRA
trigger
Use either review type depending on contract language
Amendment Processing Fee Depending on type of modifications the IRB Review trigger can be used
Cost Analysis Add event trigger based on study use case needs
IRB fee for any Modification to initial Submission, includes protocol, ICF, IB, Recruit, etc., each Depending on type of modifications the IRB Review trigger can be used
Other Add event trigger based on study use case needs
Pharmacy Fees Add event trigger based on study use case needs
Research Pharmacy charge for excessive monitoring visits, >6/yr, each Should be invoiced at the time Pharmacy charges the study account
Research Pharmacy charge for Remote Monitoring or training, per hour Should be invoiced at the time Pharmacy charges the study account