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| Proposal
Review Form Each proposal brought to SPO for administrative review and forwarding to a funding agency should be accompanied by a Proposal Review Form. The PRF is Berkeley’s internal review form that authorizes the proposal submission with the signatures of the project’s Principal Investigator, the administering department’s chair or director, and the appropriate dean. For more information, see the Proposal Checklist for PIs, A Quick Guide to Preparing Contract and Grant Proposals, and Guidance for Review of Proposals by Deans, Directors, and Department Chairs. |
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| Proposal
Review Form NEW! SPO is developing a new Proposal Review Form and has launched a pilot for those interested in trying out the new form: Proposal Review Form Pilot |
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| Proposal Review Form Instructions | |
| Vice Chancellor for Research Policy on Late Proposal Submissions to SPO - see this page for more information | |
| VCR Late Proposal Approval Request Form | |
| Conflict of Interest/Financial Disclosure - see the Conflict of Interest Committee web site for more information on disclosure | |
| Conflict of Interest Checklist (for NSF/PHS, American Heart Association, American Cancer Society, California Institute for Regenerative Medicine, International Vaccine Institute, UC Discovery Grants, UCOP Special Research Programs) |
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| Federal
Financial Disclosure Form (for NSF/PHS, American Heart Association, American Cancer Society, California Institute for Regenerative Medicine, International Vaccine Institute, UC Discovery Grants, UCOP Special Research Programs) |
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| Statement
of Economic Interests for Principal Investigators - new 1/2009 (State of California Form 700-U and Instructions) |
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| Addendum
to Statement of Economic Interests (700-UA) |
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| Compliance Information for Research Gifts - required with the Statement of Economic Interests Form. See this page for more information | |
| Compliance Information Form for Research Gifts |
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| Conflict of Interest and Financial Disclosure for Human Subjects | |
| CPHS Checklist for Financial Conflict of Interest: Human Subjects Studies (submit with protocol to the Committee for Protection of Human Subjects) |
WORD | PDF |
| Human Subjects Conflict of Interest Form (required when there is a positive response to questions 1, 2, or 3 on the Checklist for Financial Conflict of Interest: Human Subjects Studies) |
WORD | PDF |
| NIH Assurance Certification - see this page for more information | |
| NIH Principal Investigator Assurance Certification Form | |
| NIH NRSA Fellowship Assurance Certification Form | |
| NIH Requirements on Education in the Protection of Human Subjects - see this page for more information | |
| Human
Subjects Training Certification Form |
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| NASA Investigative Requirements- see this page for more information | |
| NASA Access Restrictions Checklist |
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| Cost Sharing and Matching - see this page for more information | |
| Request for Central Campus Cost Sharing |
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| Limited Submission Programs - see this page for more information | |
| Limited Submission Cover Sheet |
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| Subaward Set Up and Monitoring - see this page for more information | |
| Subrecipient Commitment Form | |
| Fair and Reasonable Cost Analysis and Sole Source Justification: Subawards Under Contracts | |
| Mini-Audit Questionnaire | |
| Request for Subaward and Request to Amend Existing Subaward |
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| Fund Advance - see this page for more information | |
| Advance Expenditure Authorization (fund advance) |
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Material Transfer Agreement |