Research Office
IACUC
Guideline –
Training, Education, and
Occupational Health &
Safety Requirements
IACUC Approved
XX/XXXX
p. 1-6
Guideline - Training, Education, and Occupational Health &
Safety Requirements
See also: Policy – Training, Education, and Occupational Health & Safety Requirements for
Animal Care and Use Program Participants
This document provides guidance for any and all persons who work with, or are exposed
to animals within OSU’s Animal Care & Use Program.
The document has 3 sections, below:

Checklist – Participant Categories
o Includes ACUP participants, animal facility staff, facilities & trades staff, student
employees, students with exposure via class or independent study, nonemployee visitors & volunteers with exposure during work, and visitors
participating in facility tours, outreach, and other supervised short-term
exposures

Requirement Descriptions and Links
o Animal Welfare Education (AWE) options
o Occupational Health & Safety Program (OHSP) requirements - includes the
Animal Handler Safety & Hazards online module, medical risks review, & activityspecific safety & hazards training options
o Activity-specific Education & Training - includes requirements for education &
training that relates to species, procedures, equipment, facilities, etc.
o Documentation requirements

Definitions
o List of terms used
1
Checklists - Participant Categories
ACUP Participants
Animal Welfare Education (AWE) module (online or in-person)
Occupational Medicine – medical review
 Employees & Student Employees
i. Upon hire—submit Initial Animal Exposure questionnaire for review & clearance
ii. Thereafter—submit Annual follow-up questionnaire for review & clearance
 Non-employees: one time submission of Annual Exposure for review & clearance
 Contact Occupational Medicine if you believe a medical review waiver is appropriate for
you.
Environmental Health & Safety (EH&S) -- Animal Handler Safety session, may be completed
online or in-person
PI-directed training/education/qualification-- covers ACUP-specific species, techniques,
potential hazards
PI-maintained documentation-- covers ACUP-specific species, techniques, safety / hazards
training
ACUP/Amendment approval - work can begin after approval notification from IACUC
Animal Facility Staff -- Husbandry/Animal Care/Cage-wash/Stall/Barn/Holding
Occupational Medicine – Animal Exposure questionnaire & clearance (initial + annual
renewal)
EH&S -- Animal Handler Safety training (online or in-person)
Facility Manager/Supervisor-provided training on facility-specific species, techniques,
hazards
Facility Manager/Supervisor/Administrative Unit -maintained documentation of training
Facilities & Trades Staff-- animal facilities/area support
Occupational Medicine – Animal Exposure questionnaire & clearance (initial + annual
renewal)
EH&S -- Animal Handler Safety training (online or in-person)
Facility Manager/Supervisor-provided training on facility-specific species, techniques,
hazards
Facility Manager/Supervisor/Administrative Unit -maintained documentation of training
Students – employed and working with animals and/or in animal facilities
Occupational Medicine – Animal Exposure questionnaire & clearance (initial + annual
renewal)
2
EH&S -- Animal Handler Safety training (online or in-person)
Supervisor / Facility Manager -provided training on facility-specific species, techniques,
hazards
Supervisor / Facility Manager /Administrative Unit -maintained documentation of training
Students – work with animals during class or independent study
Occupational Medicine – Animal Exposure questionnaire & clearance (initial)
Instructor/Supervisor-provided training on facility- & activity-specific species, techniques,
safety/hazards
Instructor/Supervisor/Administrative Unit -maintained documentation of training
Non-employees - volunteers & visitors who work with animals / in animal facilities
Occupational Medicine – Non-Employee questionnaire & clearance (one time) or waiver
Facility Manager/Supervisor-provided training on facility- & activity-specific species,
techniques, safety/hazards
Facility Manager/Supervisor/Administrative Unit -maintained documentation of training
Visitors – public tours/outreach/minimal risk
Accompanying Supervisor / Manager available to oversee activity, as necessary, to protect
health & welfare of animals and participant(s).
3
Requirement Categories
Animal Welfare Education (AWE)
One of the choices below is required for all participants listed on an ACUP or
amendment.
1. CITI Program class completion, “Working with the IACUC” for Investigators, Staff and
Students
a. Register at www.citiprogram.org
b. Select “New Users” for initial log-in
c. Select Participating Institution—Oregon State University
d. Complete registration steps 1-8
e. Select “Vertebrate Animal Research” training module
f. Select “Investigators, Staff and Students” basic course
g. Complete all modules to obtain a certificate of completion.
h. A copy of the certificate will also be sent to IACUC.
2. AWE presentation with IACUC staff, available upon request.
a. Participants are also encouraged to meet with IACUC staff for an “OSU IACUC
Introduction” session, to become familiar with both the processes and people
central to our OSU IACUC. These meetings are also available upon request.
3. Agricultural-based AWE
a. FASS (Federation for Agricultural Science Society) video and quiz completion—
this training is specific for agricultural research and teaching projects. Contact
the Animal & Rangeland Sciences Office Manager (Otila Zuschlag) to set this up.
b. CITI course “Horses used in Agricultural Research Settings”
Occupational Health & Safety Program (OHSP)
Animal Handler Safety & Hazards Training – EH&S administered
Required for all employee program participants before start of activities & available for
all others.
Contact the EH&S Administrative Program Assistant (Kay Miller) with related questions.
1. On-line video module completion – EH&S website.
Must click submit to register completion – print/file the completion page
notification
2. In-person training available upon request. See EHS contact link above.
ACUP- or Activity- specific Safety & Hazards Training - PI/Supervisor administered
Required for all participants before start of activities.
 The PI/Supervisor is responsible for providing education & training on any safety
& hazard issues not covered in the general Animal Handler Safety module above.
 Training must be documented and accessible.
4
Class-specific Safety & Hazards Training - Instructor administered
Required for all students before start of activities.
 The Instructor is responsible for providing education & training for class activityspecific safety & hazard issues.
 Training must be documented and accessible. The syllabus may be used as a
form of documentation if there is adequate description.
Occupational Health & Safety Program – Occupational Medicine administered
Required for all program participants before start of activities.
 Online questionnaire forms are reviewed and cleared by OSU Occupational
Medicine providers. OSU Employee reviews must be updated annually while
working with animals.
 Non-employees complete a different form (see below).
 A waiver request in lieu of review is available.
Contact the Occupational Medicine provider (Ariel Leshchinsky) with related questions.
1. OSU employees – one form used for initial review and another form is used for
subsequent annual reviews, as required for ongoing clearance.
a. Animal Contact Review & Initial Health Surveillance Questionnaire –
complete before initial participation as an OSU employee.
b. Annual Health Surveillance Questionnaire – complete each subsequent
year you have exposure to animals during work as an employee of OSU.
Renewal notification may come from Occupational Medicine or the
IACUC office.
Note: Send medical review information to Occupational Medicine ONLY
2. Persons not employed by OSU – one review
a. The Non-OSU Employee Form is for visitors working with animals or in
animal facilities -- volunteers; courtesy, affiliate, or visiting faculty;
consultants; vendors; and other non-employee program participants in
the course of work.
Activity- Specific Education & Training
Required for all program participants prior to independent work, per extent of activity &
exposure. Must include applicable safety & hazard education not covered by the EHS module.
Must be documented, and accessible from the PI/Supervisor/Facility Manager/Administrative
Unit.
1. ACUP- or Activity- specific – Directed and/or delegated by the
PI/Instructor/Supervisor. This person must verify competency prior to independent
work involving animals.
2. Participant- specific – Directed and/or delegated by the PI/Instructor/Supervisor or
Administrative Unit.
3. Facility- specific – Directed and/or delegated by the Facility Manager/Director.
5
Education & Training options for work with live animals:
1. Didactic
a. CITI modules (or equivalent) include:
i. Wildlife Research Module
ii. Working with Horses in Agricultural Research
iii. Working with Animals in Research Settings (many species modules)
b. Procedures with Care -- videos of rodent and rabbit procedures
c. DVDs & other resources may be available. Contact LARC or the IACUC office.
2. Hands-on (animal handling, care of species, technique and/or procedure training)
Training may be completed after ACUP approval/hire/acceptance; however,
competency must be verified prior to independent work with related animals and
procedures.
Options may include:
a. Training with LARC veterinary personnel
b. Training with PI/instructor/Supervisor, or other designated trainer experienced
with the species and procedures
c. Verification & documentation of previous experience and qualifications is
acceptable for participants who are already qualified to perform independent
work.
6
Definitions:
1. Program – short for Animal Care and Use Program
2. Program Participant – all participants exposed to animals. Includes employees and
non-employees, including volunteers and visitors.
3. Animal Exposure – includes working with live animals, as well as exposure to tissues
(non-sanitized), related allergens, and/or waste products.
4. ACUP – Animal Care and Use Protocol. Requires review and approval from IACUC.
5. ACUP Participant – all participants listed on an ACUP
6. PI – Principal Investigator, the person who is responsible for all ACUP activities &
participants
7. IACUC – Institutional Animal Care & Use Committee. A local oversight board that
reviews animal care and use activities for approval.
8. CITI – An online vendor that provides educational modules related to Program
requirements.
9. Occupational Health & Safety Program (OHSP) –A requirement of Program
participation, per oversight agencies. Includes 3 basic arms: safety and hazards
education and training from (1) EHS (university-wide) and (2) the PI (ACUP or work specific), as well as (3) medical review and clearance for participation by Occupational
Medicine care providers.
10. EH&S –Environmental Health & Safety Department
11. Occupational Medicine – office within the OSU Student Health Services Department
12. Occupational Medicine Review – a medical survey submitted by the participant for
review and clearance to participate in the Program
13. Employees – those who are employed by OSU. Includes student workers.
14. Non-employees – all participants who are not OSU students or employed by OSU.
Includes volunteers, courtesy/affiliate/emeritus/visiting faculty, consultants, vendors
7