Budget reviews for site specific assessment

Budget review submission

The following documentation and information is required for the budget review.

Agreements (outlining financial income and/or expense to the RMH)

Do I need to provide an agreement for budget review?

• Commercially sponsored clinical trials:

You must provide a draft Clinical Trial Research Agreement (CTRA) for budget review. This is usually supplied by the Sponsor.

• All other projects (including investigator-initiated, collaborative or non-commercial research):

 You do not need to provide a draft agreement before submitting for budget review.

What if I don't have an agreement yet?

For projects that do not require a draft agreement at this stage, you can proceed with budget review first.

Any required financial terms or wording will be included in the agreement later, during the Contracts Office review.

What if an agreement or variation has already been provided?

If you have been provided with a draft agreement or variation and include it in your budget review submission:

• the Finance Office will review only the budget
• the Finance Office will not assess the overall acceptability of the agreement

Any feedback from the Finance Office will be incorporated into the agreement by the Contracts Office during their review.

When does the Contracts Office review the agreement?

The Contracts Office will review and advise on the agreement after the Finance Office have completed the budget review, and after you submit:

• a governance or amendment application, and
• a completed Contract Kickstarter Form

​​​​​​Project protocol

A project protocol is the document that describes the objective(s), design, methodology, statistics and organisation of a project.

All Statement of Approval forms relevant to the project

SOAs must be completed and signed by the Head of Department for each RMH department used to conduct the project. This includes, but is not limited to, departments that will be used for services, staff, infrastructure or recruitment purposes.

Simple Budget Template

There are two pathways for budget review that are dependant on whether project funds are paid to or received from external parties or sources. The Simple Budget Review template is only used for projects where there are no funds (zero dollars) paid to, or received from, an external organisation.

Details of other project expenses

Consider any other project expenses. These expenses may include archiving costs, capital equipment, ethics fees, meal allowances, postage, printing and stationery, statistical analysis, software, travel allowances.

Cost centre number (RMH only)

Provide the RMH cost centre number from which the project will operate.

Participants

Provide details of the anticipated number of participants to be recruited at each site and the anticipated recruitment period.