Sponsored Projects Office, University of California, Berkeley 
Research Gifts: Financial Disclosure, Conflict of Interest, and Compliance
Gifts are awards given with few or no conditions specified. Gifts may be provided to establish an endowment or to provide direct support for existing programs. Frequently, gifts are used to support developing programs for which other funding is not available. The unique flexibility, or lack of restrictions, makes gifts attractive sources of support. Gifts are administered by University Relations.

State of California law requires disclosure of financial interest in the sponsor if the proposal is for a research project to be funded by a non-governmental source.

UC Berkeley policy requires that individuals receiving research gifts must comply with all protocol regulations for human subjects, animal subjects, and radioactive materials, biohazards, and other hazardous materials.

The disclosure form (Statement of Economic Interests for Principal Investigators Form 700-U) and the compliance information form should accompany all research gift processing paperwork.

UC Policy
University Policy on Disclosure of Financial Interest in Private Sponsors of Research
     Procedures for Expedited Review of Academic Disclosures
     List of Non-governmental Entities Exempt From Disclosure Requirement

UC Berkeley Deans and Director's Memo on Research Gift Compliance

Gifts/Grants Distinction: campus memo, policy documents

Forms
Statement of Economic Interests for Principal Investigators
     (State of California Form 700-U and Instructions)
Addendum to Statement of Economic Interests for Principal Investigators
Compliance Information Form for Research Gifts


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