Protocol Activation & Lifecycle Management (PALM)
PALM was developed for the sole purpose of optimizing the trial activation process at YCCI.
PALM supports any investigator and research study team who conduct clinical research at Yale.
We aim to make the study startup process smooth and efficient for all stakeholders, while ensuring Yale remains financially sustainable and compliant.
Ready to submit a new study?
BEFORE you submit a new study to our team for review and processing, please make sure that you have the following documents & information available:
General Study Information
- Make sure you have been officially selected as a site before your submission to PALM. You should have received an official email notification from the Sponsor/CRO.
- An IRES-IRB HIC # must be created and provided to our team
- The department business office must submit the budget & CTA to OSP via the IRES Agreements Module
- Protocol (final version – not draft)
- The final Protocol must be inclusive of a Schedule of Events (SOE)
- Informed Consent (Sponsor draft version)
- Budget (draft)
- Manuals, if available (lab, pharmacy, imaging, etc.)
- Who is doing what on the study – your study team or YCCI?
- Who will handle the submission to the IRB, initial regulatory document processing & ongoing regulatory management?
- Are central labs involved? Who will collect the samples (phlebotomy)? Who will process and ship the samples?
- Where will study visits occur – your office or do you need space at a YCCI research unit?
- Are any ancillaries required? Radiology? Ophthalmology?
Frequently Asked Questions
- How do I submit a new study?
- What is the current indirect cost rate?
- Industry sponsored trials is 35% and for Federal trials it is 67.5%
- For more information see: https://ysph.yale.edu/myysph/faculty/research-support/resources/indirect-cost-policy/
- What documents and/or information do I need before I can submit a new study to YCCI?
- HIC #
- Protocol (final version, inclusive of a schedule of events)
- Informed Consent(s)-Sponsor draft version(s)
- Budget (draft)
- Manuals, if available (lab, pharmacy, imaging, etc.)
- What fees will be charged by the YCCI?
- YCCI FY25 Service Rates
- Fees that your study will be charged regardless of YCCI services requested include:
- QCT/Coverage Analysis
- OnCore Calendar Build
- OnCore Financial Console Build
- CTMS licensing fee
- What if my department is handling the budget and regulatory? Will I still have to pay YCCI?
No, the funding will follow the services. If your team is negotiating the budget and/or doing their own regulatory, the associated fees negotiated in the budget will come back to your department.
NOTE: regardless of who is negotiating the budget, your department will be charged for (1) QCT/Coverage Analysis, (2) OnCore Calendar Build, (3) OnCore Financial Console Build and (4) CTMS licensing fee. Make sure your budget analyst includes these fees in the budget with the sponsor.
Coverage Analysis
The Yale Center for Clinical Investigation (YCCI) prepares Medicare coverage analyses for all clinical research protocols at the Yale School of Medicine and Yale affiliates. A Coverage Analysis (CA) is required for all clinical trials in which tests, procedures, and interventions associated with a clinical trial are invoiced to third party payers. Preparing an MCA involves determining the underlying eligibility of the study for Medicare coverage and reviewing clinical events specified in the protocol to determine which can be reimbursed by Medicare. YCCI provides investigators the completed MCA for review and approval.Budgeting & Financial Management
YCCI assists investigators with a variety of budget services. For industry sponsored trials, we review, modify and negotiate these budgets on your behalf to ensure your costs are covered by the sponsor and your research efforts are financially sustainable. We also provide budget drafting services for investigator-initiated trials (IITs) and grants.Read MoreRegulatory Support
Our team works closely with study teams to help navigate the regulatory processing requirements for human research studies. Our services span from processing initial regulatory study documents and initial submissions to the Institutional Review Board (IRB), to ongoing regulatory maintenance activities (e.g., IRB renewals, SAE submissions) to study closure.Read MoreOnCore Support
OnCore, Yale's Clinical Trials Management System (CTMS), seamlessly integrates all of the components of research activity across the research enterprise. It provides an informatics infrastructure for managing research, including the full range of operational components (clinical, regulatory, financial and administrative) and electronic integration of patient demographics, study-specified visits and laboratory results.Read More