United States Department of Veterans Affairs

Portland VAMC Research and Development Service

Research Appointment Requirements

Credentialing and Privileging of Research Staff
Credentialing is defined as the verification of education and experience of an employee. The method of credentialing varies based on the appointment, i.e., VA Employee, Without Compensation Employees (includes OHSU, PVARF, and volunteer employees). For further information based on the appointment, please click on the appropriate link below.

The credentialing process must be fully completed prior to initial appointment.

If the employee's license allows him/her to be privileged, privileges must be granted in accordance with the facility's Medical Staff Bylaws, Rules and Regulations prior to performing the interventions covered under the privileges to be granted.

Below is a list of the various research appointments at the Portland VA.

  • Click on the link for the appropriate checklist for your job description (e.g., VA employee, PVARF employee) AND
  • complete the checklist.
  • Then complete the required forms appropriate for your appointment.

(All checklists revised 7/08)

VA Employee (53KB, MSWord)
As a VA employee, you will need to complete the items listed on this sheet before you can receive keys to research areas, access patient medical files, or participate on VA IRB-approved human research projects.

Nonpaid Worker (67KB, MSWord)
As a volunteer, you will need to complete the items listed on this sheet before you can receive keys to research areas, access patient medical files, or participate on VA IRB-approved human research projects.

OHSU Employee (60KB, MSWord)
As an OHSU employee, you will need to complete the items listed on this sheet before you can receive keys to research areas, access patient medical files, or participate on VA IRB-approved human research projects.

Vendor/Contractor (43KB, MSWord)
As a Vendor/Contractor, you will need to complete the items listed on this sheet before you can receive keys to research areas, access patient medical files, or participate on VA IRB-approved human research projects.

PVARF Employee (61KB, MSWord)
As an PVARF employee, you will need to complete the items listed on this sheet before you can receive keys to research areas, access patient medical files, or participate on VA IRB-approved human research projects.


Required Forms:

Contact Information Form (28KB, MSWord)

Form 306 (Federal Web Site, PDF)
Declaration of Federal Employment

Form 0711 (189KB, MSWord)
Request for Personal Identity Verification Form

Research WOC (Without Compensation) Application (197KB, PDF)

New Employee Education Checklist (30KB, MSWord)
Once you have completed this form, please return it to Samantha Wise, mail code R&D, VA ext. 57161.

Scope of Work (573KB, MSWord) Revised 4/08
The Scope of Work is specific to the duties and responsibilities of the Principal Investigator or employee who performs work involving human subjects under the supervision of the Principal Investigator (PI). The PI and the employee must complete, sign and date this Scope of Work.

Educational Verification Form (45KB, MSWord) Revised 2/08
All appointees meeting the following criteria who will perform human subjects research (based on Scope of Work) and do not meet the criteria for VetPro credentialing or have a Resident Credentialing Verification Letter (RCVL) Letter at Medical Staff Services Office must complete an Education Verification Form:
    1. Anyone who has a short-term appointment (e.g., 3-months or less or summer appointment).
    2. Anyone who does not:
      Qualify for a professional license or certification (e.g., medical license, RN license, pharmacist's license, physical therapy, counseling, etc.).

Please contact Diane Anderson (diane.anderson@va.gov or ext 54989) if you have any questions.

WOC Intellectual Property Agreement (VA Web Site, MSWord)
Intellectual Property Agreement Instructions (VA Web Site, PDF)
It is mandatory for all non-VA employees who conduct research or have access to VA property to be on a Without Compensation (WOC) appointment. A WOC appointment is required by federal law and must be renewed on an annual basis. As part of the WOC appointment processing, fingerprinting by our local VA Human Resources Department must be completed. To set up your fingerprinting appointment please contact Lorraine Hillman at VA ext. 54734. The fingerprinting process should take 15-20 minutes to complete. If you are a non-U.S. citizen, you will need to provide citizenship documentation at your fingerprinting appointment (acceptable documents include a green card or certificate of naturalization).

You do not need a WOC appointment if you meet any of the following criteria (please contact Samantha Wise, VA ext. 57161 for confirmation):

  • If you currently have a WOC through another VA department
  • If you are currently a medical resident working at the Portland VA (please return IP agreement only)
  • If you will no longer be needing access to VA property (e.g., keys, computers, equipment) or to VA patients

Statement of Commitment and Understanding (37KB, PDF)
Certificate to verify completion and understanding of VA Cyber Security Policy and Privacy Policy (HIPAA).


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