Forms & Policies Printable COI Disclosure Chart Disclosing Individuals must disclose their financial interests received within the 12 months prior to the disclosure submission including the financial interests of their spouse/registered domestic partner, and/or dependent child(ren). All positive disclosures must be approved prior to the acceptance of the award/expenditure of funds and/or to the IRB…

New Financial Interest Developing or acquiring a new financial interest is an exciting new opportunity that may also result in additional compliance requirements depending on the nature of the new financial interest.  Understanding of the range of compliance requirements related to financial interests will help you: Make a better decision on what type of financial…

Disclosure in Publications, Presentations, etc. Financial disclosures in publications, presentations, etc. allows readers, reviewers and colleagues to evaluate best serves the scientific community and the public.  In addition, many scientific journals and funding agencies require authors disclose related financial interests to improve the integrity of the science and manage financial conflicts of interest. Full disclosure…

COI Disclosure Requirements The Federal and State governments and the University of California require financial disclosures from researchers for certain types of projects (see Forms & Policies).  Principal Investigators on sponsored research agreements and Lead Researchers on IRB protocols have additional disclosure responsibilities, including ensuring that their research personnel comply with the conflict of interest…