Organisation name: Clinical Research Excellence Foundation (formerly known as ClinverseEdge)
28 January, 2026
Author : Dr Vijaykumar Gawali
Topic : SITE QUALIFICATION VISIT (SQV)
1 Definition
A Site Qualification Visit (SQV)—also called a Pre-Study Visit (PSV)—is conducted by the sponsor or CRO to evaluate whether the site is suitable for participation in a clinical trial. The SQV determines site selection and must demonstrate that the site has the required infrastructure, staff capability, patient pool, and compliance systems.
2 Purpose of SQV
- Assess site’s ability to conduct the study
- Verify investigator interest & availability
- Evaluate patient recruitment potential
- Examine equipment, facilities, pharmacy, lab capabilities
- Ensure site can comply with protocol, SOPs & GCP
- Confirm staff qualification and experience

3 Responsibilities of the CRC for SQV Preparation
A. Facility Readiness
The CRC ensures that the sponsor sees a well-organized, compliant environment:
- Private room for consenting
- Dedicated source documentation space
- Archival area (secure, controlled access)
- Sample collection & processing area
- Calibrated centrifuge, refrigerator, freezers
- IP storage room with temperature monitoring
- Emergency equipment availability (as per therapeutic area)
Documentation to display:
- Calibration certificates (current)
- Temperature logs
- Lab certifications (NABL/CAP)
- SOP binders

B. Staff Qualification & Capability
CRC prepares:
- PI & Sub-PI CVs (updated, signed)
- GCP certificates
- Delegation of duties list (draft)
- Training history
The PI must demonstrate:
- genuine interest in the study
- adequate time availability
- experience in managing trials
- leadership of the research team

C. Patient Load & Recruitment Feasibility
Sponsor will evaluate whether the site has sufficient patient pool.
CRC prepares:
- OPD & IPD patient volume reports
- historical patient databases for the indication
- pre-screening sample lists (no patient contact yet)
- recruitment strategy draft
Example evidence:
For a Rheumatoid Arthritis trial—OPD register showing 80–100 RA follow-ups/week.

4 Step-by-Step SQV Workflow
- CRC receives SQV agenda → prepares documents
- CRC briefs PI and team
- CRA evaluates facilities
- CRA discusses protocol with PI
- Patient load feasibility presented
- Review of previous audit history
- CRA completes SQV report
- Site is selected or rejected
