Researcher identifies need to access CPFT staff, facilities, premises or patients. Does the researcher have: 1)a substantive NHS post or clinical academic post within the NHS 2)a healthcare placement 3)neither? Researchers to download CPFT Letter of Access Information Form from Trust website, or request from CPFT R&D. Complete Section 1. Researcher to send form on to HR at NHS Trust with whom they have an existing contractual or access arrangement. HR Department to fill in and sign Section 2. Are existing substantive, or clinical contractual arrangements with CPFT? Researcher should be covered for research work within CPFT and should not need additional access arrangements. Researchers can contact for clarification on whether pre- engagement checks are adequate for proposed research. CPFT to carry out any additional checks Completed Letter of Access Information form to be sent to together with information on the nature of the research to be undertaken CPFT R&D will assess the nature of the research and either issue a Letter of Access straight away, OR request further pre- engagement checks to be undertaken on researcher by CPFT before issuing the Letter of Access. Once CPFT Letter of Access issued, researcher has permission to access CPFT ONLY. Please note: NHS R&D permission for each research project must also be in place before the research may commence. Is the researcher carrying out research as an employee or student of a HEI? Researcher to contact to discuss contract/access arrangements Researcher to download Research Passport (RP) form from NIHR website and complete. Please note: researcher to complete Sections 1-3 researcher’s line manager or supervisor to complete Section 4 researcher’s HR Dept or Registry at HEI to complete relevant part of Section 6. Does researcher have current honorary research contract or letter of access to any NHS Trust other than CPFT? Researcher to discuss nature of proposed research with CPFT R&D in order to ascertain what level of pre- engagement checks required. Researcher to submit RP to CPFT R&D with information on the nature of the proposed research. Please note: RP MUST be original and be supported by appendices. The following documents may be required: CV Researcher’s copy of CRB check (if CPFT R&D indicates this is required) Evidence of Occupational Health clearance (if CPFT R&D indicates this is required) Evidence of relevant qualifications and training Professional registration details (where applicable) CPFT R&D to inform researcher if further pre-engagement checks required (to be undertaken by CPFT). Once all requirements satisfied, CPFT R&D to validate RP form and issue either an Honorary Research Contract or Letter of Access. Researcher to submit current contract/access letter to CPFT R&D for assessment, and indicate the nature of the proposed research activity and whether this is different from the activity covered by existing arrangements. Please note: CPFT R&D may also ask to see a full Research Passport (including supporting documentation). CPFT to carry out any additional checks required for CPFT contract/letter of access to be issued. Does research form part of a healthcare placement within CPFT? Once CPFT Letter of Access issued, or honorary contract signed and returned to CPFT by researcher, researcher has permission to access CPFT ONLY. Please note: NHS R&D permission for each research project must also be in place before the research may commence. 1. Substantive or clinical academic post with NHS 3. Neither 2. Healthcare placement in NHS Yes No Author: Anna Chapman Date: 20 th October 2009