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Sponsored Projects

UC Berkeley Forms

SPO is located at 2150 Shattuck Avenue, Suite 300

Phoebe is the UC Berkeley system for proposal approvals and routing from departments and units to the Sponsored Projects Office and the Industry Alliances Office. Phoebe replaced the Proposal Review Form (PRF) for proposal submission/approval on August 1, 2015. All other forms on this page will continue to be active.

If you or your unit needs access to Phoebe, please see Guidance for Small Units Joining Phoebe or contact phoebe-help@lists.berkeley.edu.

If you have questions about Phoebe, please send email to phoebe-help@lists.berkeley.edu or contact your SPO Contract and Grant Officer or IAO Representative.

Note: Please use Adobe Acrobat or Reader to fill out PDF forms.

Type Guidance Form Revision Date
VCR Late Proposal Approval Request Vice Chancellor for Research Policy on Late Proposal Submissions to SPO VCR Late Proposal Approval Request Form 4/2013
Conflict of Interest/Financial Disclosure Conflict of Interest Committee NSF Financial Disclosure Form (for NSF, UCOP Special Research Programs, CIRM) 4/2013
PHS Financial Disclosure Forms (for PHS agencies (incuding NIH), American Cancer Society, American Heart Association, Alliance for Lupus Research, Arthritis Foundation, Susan G. Komen for the Cure, others) 3/2013
PHS FCOI Policy: Principal Investigator Certification (see What SPO Requires: PHS FCOI Guide for Department Research Administrators and PIs for guidance on when to submit this form) 5/2014
Statement of Economic Interests for Principal Investigators (State of California Form 700-U and Instructions) 1/2015
Addendum to Statement of Economic Interests for Principal Investigators 6/2011
Compliance Information for Research Gifts Research Gifts: Financial Disclosure, Conflict of Interest, and Compliance Compliance Information Form for Research Gifts 1/2007
Conflict of Interest and Financial Disclosure for Human Subjects Conflict of Interest Committee
Complete the Berkeley eProtocol application as per instructions from the Office for Protection of Human Subjects. If applicable, the Human Subjects Financial Conflict of Interest Form should then be completed and sent directly to the COI Coordinator.
Human Subjects Financial Conflict of Interest Form 12/2003
NIH Assurance Certification NIH Proposals and Awards at Berkeley: NIH PI and Fellow Certification Form Requirements NIH Principal Investigator Assurance Certification Form (not required for applications submitted with Phoebe) 4/2006
NIH NRSA Fellowship Assurance Certification Form 1/2012
NIH Genomic Data Sharing NIH Genomic Data Sharing PI Genomic Data Sharing Certification 3/2015
NIH Requirements on Education in the Protection of Human Subjects NIH Requirements on Education in the Protection of Human Subjects Human Subjects Training Certification Form 5/2015
NASA Investigative Requirements NASA Grants and Cooperative Agreement Handbook Provision 1260.35, Investigative Requirements (UCOP) NASA Access Restrictions Checklist 4/2015
Cost Sharing and Matching Procedures for Cost Sharing And Matching Request for Central Campus Cost Sharing 1/2002
Limited Submission Programs Limited Submission Programs Limited Submission Cover Sheet 2/2015
Working with Subrecipients Working with Subrecipients Subrecipient Commitment Form 10/2014
Subrecipient Commitment Form: FCOI Addendum 8/2012
PHS Financial Disclosure (Form 5) 8/2012
MCA Commitment Form (for subawards to other UC campuses only) 8/2014
Fair and Reasonable Cost Analysis and Sole Source Justification: Subawards Under Contracts 9/2008
Mini-Audit Questionnaire 4/2013
Subaward Request: New Subaward Request and Subaward Amendment Request 4/2015
Subaward Closeout Checklist 3/2013
Fund Advance Fund Advance Request UCB Fund Advance Request Form 11/2013
Material Transfer Agreement Material Transfer agreements are managed by IPIRA. Materials coming into the university are managed by the Industry Alliances Office, while materials leaving the university are managed by the Office of Technology Licensing.