Commercial study costing templates

The Industry Costing Templates provide a framework for transparent cost display and calculation to support swift local site budget negotiations when performing commercial trials in the NHS

Access the latest Industry Costing Templates – 17/18 version

The excel template required depends on the type of study you are running. Use the table below to determine which is appropriate for your study and download from the links at the bottom of this page (please note that the phrase ‘researching’ is intended to also include observational studies). They are updated annually and sometimes in between so download the master version for each new study to ensure you have the latest template. 

The templates
Primary care

Please enable your macro settings in excel prior to opening the primary care files to activate the automated features.

Secondary care

Want to know what has changed from the previous template version?

Review the summary of the annual revisions made to the templates in April each year for the new financial calendar.

Need to get your template validated?

The Local Clinical Research Network (LCRN) leading on the study (usually where the Chief Investigator site is located) will perform a quick ‘quality check’ or validation of the master study template via the Local CRN Industry team single point of contact.  This validation is required prior to HRA Approval and an application for the portfolio is required before the validation can take place. See what checks are included in the validation here. The final stage is gaining cost approval from each individual NHS organisation.

Including the template costs in the contract?

The recommendation is to use the nationally approved model agreements which remove the requirement for lengthy legal review on a study by study basis, saving valuable time during site set-up. The CRN Costing Group has developed suggested content for the Financial Appendix of the model agreements to support the inclusion of the costing template into this contract.

Need to update the costs in the contract?

The CRN Costing Group has developed suggested content for a change order template for the model agreement.

Understand what income distribution could look like in your NHS organisation by reading the NIHR CRN Income Distribution Model.