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Research Gifts

State policy requires research gift recipients to disclose financial interests when a gift is received from a non-governmental agency, such as a company or private foundation, which is earmarked by the donor for a specific principal investigator or a specific research project.  The state disclosure requirement for principal investigators also applies to co-principal investigators.

All research gifts for researchers or specific research projects are reviewed by the COI Administrator to help ensure that the funds are appropriately classified based on UC policy.  For more information, visit Gift vs. Grant Classification

When to Disclose:

  • With the initial gift

Determining Disclosable Financial Interests

The principal investigator must submit the Statement of Economic Interests for Principal Investigators (Form 700U), which asks questions regarding financial interests the principal investigator, principal investigator’s spouse and dependent children may have in the donor.  The state disclosure requirement for principal investigators also applies to co-principal investigators.

  • If the principal investigator, principal investigator’s spouse and dependent children indicate “No” for all the questions in Section 3 (Filer Information), then the principal investigator only needs to submit the Statement of Economic Interests for Principal Investigators form indicating the negative disclosure. 
  • If the principal investigator, principal investigator’s spouse, or dependent children indicate “Yes” for any of the questions in Section 3 (Filer Information), then the PI must submit the Statement of Economic Interests for Principal Investigators form and the Addendum Form for Gifts to be reviewed by the Conflict of Interest Oversight Committee.

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