Rev. 5.29.14
Main Office: (336) 716-9375
Email: ehs@wakehealth.edu
*This checklist is to be used by the laboratory as preparations are made to close down the lab permanently or relocate within Wake Forest School of Medicine. Environmental Health and Safety will work with designated lab personnel to ensure that each item is completed.*
CLOSE-OUT with TRANSFER to another PI
CLOSE-OUT without Transfer
RELOCATION
ADDITIONAL ROOM(S)
Approximate Date: Laboratory Coordinator:
Principal Investigator/ Clinical Laboratory Director
Phone:
Department:
PI Phone:
Laboratory Profile: Coordinator
Laboratory Manager: Phone:
Hazardous Chemicals
YES NO
Biological Materials
Biological Safety
Cabinets
Radioactive Materials
Controlled Substances/
License

Disposal

License
Gas Cylinders
Appliances/ Lab
Equipment
CLIA/CAP
Capital Equipment
If Lab Closeout: ( This information is required.
)
Building & Room #
Comments:
Contact Person
Bill Crouse, Occupational Hygiene Officer (716-3029)
Bernie Menuey, Biosafety Officer (716-6440)
Eric Steelman (716-4254)
Precision Air (919) 212-1300
David Howell, Radiation Safety Officer (716-1202)
DEA/ Dr. Nancy Talbert (919) 733-1765
Receiving (713-7111)
Commercial Installers (713-7044)
Melanie Haire, Laboratory Compliance Officer (713-4285)
Dexter Ewing, Controller’s Office (716-7555)
Environmental Health & Safety Main Office: (336) 716-9375 Email: ehs@wakehealth.edu
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If Lab Relocation:
From Building & Room # To Building & Room #
If Additional Lab Room(s):
Add Building & Room #
Comments:
Comments:
L
ABORATORY
C
LOSEOUT
C
HECKLIST
Rev. 5.29.14
Main Office: (336) 716-9375
Email: ehs@wakehealth.edu
D ATE
C
OMPLETED
& I
NITIALED
Chemicals
Shipping of chemicals; contact Laboratory Closeout Coordinator for price quotes and to make arrangements.
Segregate and label all “Hazardous Waste” chemicals for disposal.

Contact Stephen Phibbs (716-1241) or Matt Fields (716-1224) in Environmental
Health and Safety for disposal instructions.
Place glassware in a properly lined, sturdy box for disposal.
Clean fume hood with hospital grade disinfectant.
Biohazards (microorganisms and potentially infectious materials)
Arrange to have Biosafety Cabinet(s) decontaminated. It is the PI’s responsibility to have this completed before the lab closeout can be completed.

Contact Precision Air: (919) 212-1300 to schedule decontamination.
Disinfect incubators, centrifuges, ovens, refrigerators and other potentially contaminated equipment and surfaces.

Use appropriate solution: Pronto TB or hospital grade disinfectant.
Segregate materials for disposal or transfer.

Autoclave

Dispose as biowaste

Transfer to another Wake Forest School of Medicine laboratory

Other:
Radioactive Materials
Perform contamination survey of all work surfaces and equipment.

Decontaminate and re-survey, if necessary
Dispose of all waste radioactive materials through Environmental Health and Safety -
Radiation Safety Office: 716-9375.
Schedule closeout survey by EH&S Radiation Safety – Contact Radiation Safety.
Environmental Health & Safety Main Office: (336) 716-9375 Email: ehs@wakehealth.edu
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Rev. 5.29.14
Main Office: (336) 716-9375
Email: ehs@wakehealth.edu
L ABORATORY C LOSEOUT C HECKLIST
Controlled Substances
Controlled substance permits are issued by the U.S. Drug Enforcement Agency (DEA) to individual researchers. There is no central record of permit holders.

Abandonment of a controlled substance is a violation of the DEA permit. DEA office:
919-733-1765. Permission to transfer ownership of a controlled substance must be approved by DEA.
Gas Cylinders
D ATE
C OMPLETED
& I NITIALED
Contact Wake Forest Receiving to have all compressed gas cylinders removed from lab rooms. Contact Wake Forest School of Medicine Receiving: 713-7111
Common or Shared Rooms or Cold Rooms
Please dispose the following:

Research samples no longer of value

Unknown biologicals or chemicals

Sharps, pipettes or other materials

Remove equipment, chemicals, and biohazard materials. Contact EH&S: 71 6-9375
Equipment and Lab Furniture
Bench surfaces

Remove absorbent paper, signs, notes, tape and labels; clean with surface disinfectant.

Clean and decontaminate any surfaces and equipment that was in contact with hazardous chemicals. Use appropriate solution: soap and water, Pronto TB or hospital grade disinfectant. Contact Pat Martin, Environmental Services: 716-4417 to obtain Pronto TB.
Laboratory Instrumentation
 Follow manufacturer’s instructions on shipping and moving.
Old Electronic Equipment: computersurplus@wakehealth.edu
Contact David Sheehan: 716-1223 regarding flammable cabinets.
Administrative Matters
Close or Transfer Active Protocols

Institutional Animal Care and Use Committee – Jessica Baker (716-3446)

Institutional Biosafety Committee – Bernie Menuey (716-6440) or Eric Steelman (716-
4254)

Chemical Safety Committee – Bill Crouse (716-3029)

General Radiation Safety Committee – David Howell (716-1202)

Institutional Review Board
–
Brian Moore (716-9619)

Office of Research – BRSA grant transfers (716-4548)
Notification to accrediting agency (CLIA, College of American Pathology, etc.).
Capital Equipment Disposition: Dexter Ewing (716-7555).
I certify that all required items above have been completed.
___________________________________________ ____________________________________
P.I., Clinical Laboratory Director, or
Designated Representative Signature
Environmental Health & Safety Main Office: (336) 716-9375
Date
Email: ehs@wakehealth.edu
Page 3 of 4

Environmental Health & Safety Use Only
Rev. 5.29.14
Main Office: (336) 716-9375
Email: ehs@wakehealth.edu
If flammable cabinet belongs to EH&S, it needs to be removed.
Contact Budd Group/Environmental Services: 716-6712
Post green clearance sign. Date:
Laboratory Closeout Checklist for Laboratory Coordinator (EH&S Only)
Procedures Date
Completed
Comments
EH&S Administrative Secretary emails Initial Lab Close Out
Notification Form and Checklist to Principal Investigator
(PI).
Schedule and meet with PI and Laboratory Manager (LM):

Review checklist

Inform of the closeout/relocation procedures
Notify Billy, in EH&S Radiation Safety, if PI is a radiation user.
Shipping of Biologicals/ Chemicals

Obtain a list to be shipped. Can use CMIS inventory

Obtain address

Call A&D to advise of move and approximate pack and move date
If chemicals are being relocated from one building to another or from one floor to another, Laboratory Manager should arrange for EH&S Chemical group to help relocate the chemicals.
For chemicals, chemical and biological waste

Take cart, waste labels and assorted plastic bags to
PI one or two weeks before move date

Have PI/LM complete waste ticket

Once cart is full, have PI/LM call for pickup
Deliver a bottle of Pronto TB to clean and decontaminate any surfaces and equipment that was in contact with hazardous chemicals.
Close or Transfer Active Protocols:

Biosafety Committee

Chemical Safety Committee
Ensure biological safety cabinet has been decontaminated before moving.
Obtain green sign(s) from Chemical Admin, have Director of
EH&S sign, and then post on appropriate labs and cold rooms.
Notify Larry Boles, Budd Group (716-6712) that lab is closed and ready for cleaning.
Update CMIS Inventory

Transfer to new locations

Note which lab rooms, if any, will not be affected by closeout or relocation
Environmental Health & Safety Main Office: (336) 716-9375 Email: ehs@wakehealth.edu
Page 4 of 4