Investigator Agreement Template for Canada

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Key Requirements PROMPT example:

Investigator Agreement

"I need an Investigator Agreement for a Phase III clinical trial of a new diabetes medication, to be conducted at three hospitals in Ontario starting March 2025, with specific provisions for biological sample collection and data sharing between sites."

Document background
The Investigator Agreement serves as the cornerstone document in clinical research, establishing the legal and operational framework between sponsors and investigators conducting clinical trials in Canada. This document is essential when a pharmaceutical company, research organization, or medical institution initiates a clinical study and needs to engage a qualified investigator to conduct the research. It ensures compliance with Canadian regulatory requirements, including Health Canada guidelines, ICH-GCP standards, and provincial healthcare regulations. The agreement covers critical aspects such as study protocol implementation, patient safety, data management, regulatory compliance, financial terms, and intellectual property rights. It's particularly important for maintaining regulatory compliance and protecting all parties' interests in the complex landscape of clinical research.
Suggested Sections

1. Parties: Identification of the sponsor/institution and investigator, including full legal names and addresses

2. Background: Context of the clinical trial, study identification, and purpose of the agreement

3. Definitions: Definitions of key terms used throughout the agreement, including Study, Protocol, Study Drug, Study Data, etc.

4. Scope of Work: Detailed description of investigator's responsibilities and conduct of the study

5. Compliance: Obligations regarding regulatory compliance, ICH-GCP guidelines, and protocol adherence

6. Study Team and Facilities: Requirements for study personnel qualifications and facility standards

7. Patient Recruitment and Informed Consent: Procedures for subject recruitment, screening, and obtaining informed consent

8. Data Collection and Reporting: Requirements for data collection, recording, and submission of study data

9. Confidentiality: Provisions for protecting confidential information and study data

10. Safety Reporting: Obligations for adverse event reporting and safety monitoring

11. Financial Provisions: Payment terms, budget details, and financial obligations

12. Publication Rights: Terms governing publication of study results and academic freedom

13. Intellectual Property: Ownership and rights to inventions, discoveries, and study results

14. Term and Termination: Duration of agreement and conditions for termination

15. General Provisions: Standard legal provisions including governing law, dispute resolution, and entire agreement

Optional Sections

1. Medical Coverage and Insurance: Required when the sponsor provides specific insurance coverage for the study

2. Equipment and Supplies: Include when sponsor provides specific equipment or materials for the study

3. Sub-contractor Provisions: Required when investigator needs to engage third-party services

4. Biological Samples: Include when study involves collection and handling of biological specimens

5. Multi-Center Trial Provisions: Required for studies conducted at multiple sites

6. Translation Requirements: Include for studies requiring documentation in multiple languages

7. Data Protection: Detailed section required when handling sensitive personal data or when PIPEDA compliance needs specific attention

Suggested Schedules

1. Protocol: Full clinical trial protocol document

2. Budget and Payment Schedule: Detailed breakdown of financial terms and payment milestones

3. Personnel and Responsibilities: List of key study personnel and their specific roles

4. Required Documentation: List of essential documents to be maintained

5. Timeline: Study schedule and key milestones

6. Form of Informed Consent: Template of the informed consent form

7. Data Privacy Requirements: Specific data protection and privacy procedures

8. Reporting Requirements: Templates and schedules for various required reports

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Relevant Industries

Pharmaceuticals

Biotechnology

Medical Devices

Healthcare Services

Clinical Research

Academic Medical Centers

Contract Research Services

Life Sciences

Relevant Teams

Legal

Clinical Operations

Regulatory Affairs

Research Administration

Clinical Research

Compliance

Quality Assurance

Medical Affairs

Contracts Administration

Clinical Development

Relevant Roles

Clinical Research Director

Principal Investigator

Research Coordinator

Legal Counsel

Regulatory Affairs Manager

Clinical Operations Manager

Medical Director

Contract Manager

Chief Medical Officer

Research Compliance Officer

Clinical Trial Manager

Site Director

Research Administrator

Ethics Committee Chair

Quality Assurance Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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