Applying for a Biospecimen Ancillary Study
Add Health maintains a repository of biospecimens that were collected at various timepoints during the study that are available for current use in research. For more information about the use and storage of biospecimens in Add Health, please review the Biospecimen Reserve Policy.
All biospecimens and any data resulting from biospecimen analysis are the property of Add Health and will be made available to the research community according to the terms of the Data and Material Use Agreement. All data sharing between investigators and laboratories must be done by Add Health. It is Add Health policy that data resulting from ancillary studies are made available to the Add Health community of data users. Add Health will comply with the data sharing requirements of the funding agency that supports the work, including the funder that supported the original biospecimen collection. All data dissemination is conducted by Add Health. Add Health does not allow for the commercial use of its data and will not approve ancillary studies that are subject to consulting or licensing obligations to another institution, corporation, or business entity.
Phase 1 – Getting Started
To gain a more detailed understanding of the application and study process, please refer to the Biospecimen Ancillary Study Researcher Guidelines. Before applying, Biospecimen Ancillary Study investigators should:
- Contact the Ancillary Studies Coordinator to ask any questions.
- Review previously conducted Ancillary Studies.
- Determine whether the assay(s) can be conducted in Add Health’s partner laboratory or will need to be performed by another laboratory.
- Determine the minimum possible biospecimen volumes needed to complete the proposed work adn only request those minimum volumes. Plan to only run samples in singleton.
- Determine sample size.
When planning ancillary studies involving biospecimens, Add Health recommends that testing be conducted at the Laboratory for Clinical Biochemistry Research (LCBR), our partner laboratory at the University of Vermont (UVM). Our Add Health Biology Team has a longstanding working relationship with LCBR, all of our venous blood biospecimens are archived there, and we can best implement all aspects of your biospecimen testing at this laboratory. If an ancillary study requires a specialized laboratory outside of LCBR, investigators must provide justification for this request that includes plans for final disposition of any leftover sample.
Biospecimen Availability

Phase 2 – Applying for a Biospecimen Ancillary Study
1. Submit a brief 1-page Concept Proposal and Preliminary Laboratory form to addhealth_ancillary@unc.edu. Concept proposals are reviewed by the ancillary study review committee chair and our central laboratory to determine the feasibility of the study.
2. Address feedback and resolve issues from the preliminary concept proposal review.
3. Submit a Biospecimen Budget Form. Once the concept proposal is approved, you will need to submit a budget form in order for the Ancillary Studies Coordinator to develop a cost estimate. When preparing the budget, investigators should confirm and include the current cost for preparation and shipping of samples to the testing laboratory being used if other than LCBR. Budget should be included with application submission.
4. Submit a Biospecimen Ancillary Study Application Form. After your cost estimate has been prepared, you will be invited to submit a full application that describes the motivation for conducting the project in Add Health, scientific motivation and aims, approach, and timeline. Full applications are reviewed by at least two members of the ancillary studies review committee and our central laboratory. Examples are available under the Documents and Resources tab. Please include a narrative description (12 pages maximum) consisting of:
- Why Add Health?
- Specific Aims
- Brief background and significance
- Research questions and/or hypotheses
- Data and/or biospecimens requested or to be collected
- Laboratory plan for assay
- Sample size and justification (i.e., formal power calculation)
- Analysis plan for each aim
- Study timeline
- Literature references
5. Receive Add Health review. The outcome of the review may be accept, revise, or reject.
- Accepted applications may move to Phase 3.
- If revisions are requested, they should be made in a resubmitted application form, with tracked changes and comments, along with a response to the changes in a separate document.
- Rejected applications will be provided with a final determination and reason for the decision.
Phase 3 – Obtain funding and complete documentation
Accepted applications will receive a formal written notice, documenting Add Health’s support for the project and guarantee for collaboration. This notice should be included in any external grant application to fund the project. Before submitting a proposal for funding from an external agency, investigators must have an approved Ancillary Study and budgets from Add Health and the repository laboratory.
After receiving funding, the Ancillary Study Investigator will be required to complete the following distribution agreements prior to the release of any data by the Carolina Population Center (CPC)/University of North Carolina.
- Review, fill, and sign the Data and Material Use Agreement.
- Apply for a Restricted-Use Contract if one is not already in place by going to the CPC Data Portal.
- Provide proof of completion of research ethics training by all research team members who will work with the add health data.
- Provide IRB approval for the ancillary study.
After an Ancillary Study is approved, changes in the scope or procedures of the study must be submitted via a modification form, reviewed, and approved by Add Health. Any post hoc changes to approved ancillary study selection criteria, sample size, or protocol must be formally proposed and justified in a modification request submitted to the Ancillary Studies group. Formal review and approval of such requests must precede sample selection. Immediately report any unanticipated changes in laboratory protocol, reagent shortages, substituted materials, or adverse events to the Ancillary Studies Coordinator.
Phase 4 – Conducting your study
- Step 1 – Develop a pull list: The Investigator and Add Health work together to create a participant biospecimen pull list based upon approved selection criteria, sample size, and volume.
- Step 2 – Masking IDs: Add Health will replace participant IDs with undifferentiated, masked ancillary study IDs before shipping samples to laboratories for assay. Add Health securely and solely maintains the crosswalk between participant IDs and ancillary study IDs.
- Step 3 – Send the biospecimens to Ancillary Study lab: Add Health works with the appropriate repository location to send the biospecimens to the laboratory approved for the ancillary study along with a manifest.
- Step 4 – Testing and quality control: The laboratory performs testing. When finished, the laboratory sends results to Add Health along with QC data and internal quality control documentation. Internal quality control documentation should include a summary of procedures and assay data quality (e.g., counts of missing values, differences in/correlations between known and assayed values, coefficients of variation within/between split samples, identification of masked duplicate pairs for studies requesting DNA).
- Step 5 – External Quality Control: Add Health assesses data quality based upon the participant, nonparticipant, and intra individual variation biospecimens (described in Planning). Add Health will produce an external quality control report that includes standard reliability and validity measures and summary statistics for high-dimensional data.
- Step 6 – Receive preliminary dataset: Add Health makes preliminary ancillary study data with temporary ancillary study IDs and quality control documentation available to investigators to assess the data quality and look for errors.
- Step 7 – Prepare documentation: The Ancillary Studies Coordinator will provide a User Guide template that investigators will use to prepare the required documentation for the ancillary study data.
- Step 8 – Pay invoice: The Ancillary Studies Coordinator will submit an invoice annually for the work completed during the year, and at the end of the work completed. Payment must be received before any data can be released.
- Step 9 – Return biospecimens: If applicable, include a return inventory log showing remaining, post-assay biospecimen type and volume and include this electronic document alongside all returned leftover biospecimens to the Add Health biorepository.
Phase 5 – Release of the Data
Upon satisfying the ancillary study protocols, Add Health exchanges the ancillary study IDs for Add Health participant IDS (AIDs), then disseminates the AID-identified participant data to the Ancillary Study Investigator. In order to receive ancillary study data, the investigator will need to apply for a restricted-use data contract. This contract is an agreement signed by two parties, the Ancillary Study Institution and UNC-Chapel Hill on behalf of Add Health. To apply for restricted-use data, please download and complete the Restricted-Use Data Contract using the CPC Data Portal and select Add Health, or contact Add Health Contracts.
Add Health follows the data sharing policies of the National Institutes of Health that supported the collection of the biospecimens. Under the 2023 Data Management and Sharing Policy, scientific data should be made accessible as soon as possible. Data should be shared by the time of the first associated publication or the end of the performance period, whichever comes first.
