COI Point Person Email Templates

Below are email templates to:

  1. Disclose your significant/disclosable financial interests to the lab/study team members involved in the project related to your significant/disclosable financial interest; and
  2. Identify the person to contact if the lab/study team members have any COI-related questions or concerns, the "COI Point Person". The COI Point Person should be a peer (i.e., an independent, non-conflicted, equal rank or higher) researcher that can serve as a point person for the project team if they were to have any COI-related concerns.

Disclose Your Related Financial Interest for the First Time

"To promote transparency and protect the objectivity of the research and the interests of the research personnel involved, I am disclosing my financial interest to the research personnel involved in [PROJECT/PROTOCOL NUMBER: TITLE], which is related to my financial interest in [COMPANY NAME].

[COI POINT PERSON NAMEhas also been notified of this potential conflict of interest and identified as the person to contact if any research personnel have any conflict of interest related questions or concerns. If you have any questions, you can also contact the COI Team at coioc@research.uci.edu.

Please note this disclosure is not a punitive requirement but a new standard best practices requirement from the Conflict of Interest Oversight Committee (COIOC), the committee of faculty members tasked with reviewing financial interests related to research, to promote transparency as an important mitigating factor for potential conflicts of interest.  The COIOC fully supports the development of relationships with outside entities as long as the appropriate measures exist to protect the objectivity of the research and interests of students and research subjects, as well as to comply with the various state and federal policies. The primary purpose of the COIOC process is to review and document how the potential conflict of interest issues are addressed so that research can continue, which is why openness and transparency are especially important."

Document Your Previous Disclosure of Your Related Financial Interest

"As you know, I have a financial interest in [COMPANY NAME], which relates to [PROJECT/PROTOCOL NUMBER: TITLE]. To continue to promote transparency and protect the objectivity of the research and the interests of the research personnel involved, I have also identified [COI POINT PERSON NAMEas the person to contact if any research personnel have any conflict of interest related questions or concerns. If you have any questions, you can also contact the COI Team at coioc@research.uci.edu.

Please note this email is not a punitive requirement but a new standard best practices requirement from the Conflict of Interest Oversight Committee (COIOC), the committee of faculty members tasked with reviewing financial interests related to research, to promote transparency as an important mitigating factor for potential conflicts of interest.  The COIOC fully supports the development of relationships with outside entities as long as the appropriate measures exist to protect the objectivity of the research and interests of students and research subjects, as well as to comply with the various state and federal policies. The primary purpose of the COIOC process is to review and document how the potential conflict of interest issues are addressed so that research can continue, which is why openness and transparency are especially important."

COI Liaison Email Templates

If the COI Liaison will also have the COI Point Person responsibilities, use the below email templates:

Disclose Your Related Financial Interest for the First Time

"To promote transparency and protect the objectivity of the research and the interests of the research personnel involved, I am disclosing my financial interest to the research personnel involved in [PROJECT/PROTOCOL NUMBER: TITLE], which is related to my financial interest in [COMPANY NAME].

[COI LIAISON NAME], the COI Liaison, has also been notified of this potential conflict of interest and identified as the person to contact if any research personnel have any conflict of interest related questions or concerns. If you have any questions, you can also contact the COI Team at coioc@research.uci.edu.

In addition, to help protect the objectivity of the research, the COI Liaison will also have the following responsibilities:

[Include the list of responsibilities based on the COI Liaison Acknowledgement Form]

Please note this disclosure is not a punitive requirement but a new standard best practices requirement from the Conflict of Interest Oversight Committee (COIOC), the committee of faculty members tasked with reviewing financial interests related to research, to promote transparency as an important mitigating factor for potential conflicts of interest.  The COIOC fully supports the development of relationships with outside entities as long as the appropriate measures exist to protect the objectivity of the research and interests of students and research subjects, as well as to comply with the various state and federal policies. The primary purpose of the COIOC process is to review and document how the potential conflict of interest issues are addressed so that research can continue, which is why openness and transparency are especially important."

Document Your Previous Disclosure of Your Related Financial Interest

"As you know, I have a financial interest in [COMPANY NAME], which relates to [PROJECT/PROTOCOL NUMBER: TITLE]. To continue to promote transparency and protect the objectivity of the research and the interests of the research personnel involved, I have also identified [COI LIAISON NAMEas the person to contact if any research personnel have any conflict of interest related questions or concerns. If you have any questions, you can also contact the COI Team at coioc@research.uci.edu.

In addition, to help protect the objectivity of the research, the COI Liaison will also have the following responsibilities:

[Include the list of responsibilities based on the COI Liaison Acknowledgement Form]

Please note this email is not a punitive requirement but a new standard best practices requirement from the Conflict of Interest Oversight Committee (COIOC), the committee of faculty members tasked with reviewing financial interests related to research, to promote transparency as an important mitigating factor for potential conflicts of interest.  The COIOC fully supports the development of relationships with outside entities as long as the appropriate measures exist to protect the objectivity of the research and interests of students and research subjects, as well as to comply with the various state and federal policies. The primary purpose of the COIOC process is to review and document how the potential conflict of interest issues are addressed so that research can continue, which is why openness and transparency are especially important."