| PSI-FVAR Template | NSF: Supporting a Safe and Inclusive Research Environment | Plan for a Safe and Inclusive Research Environment in NSF Off-campus and Off-site Research Settings | 1/2023 |
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| VCR Late Proposal Approval Request | Vice Chancellor for Research Policy on Proposal Submissions to SPO | VCR Late Proposal Approval Request Form | 9/2019 |
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| Conflict of Interest/Financial Disclosure | Conflict of Interest Committee | NASA, NSF and Other Non-PHS Federal Financial Disclosure (for NASA, NSF, UCOP Special Research Programs, CIRM) | 12/2023 |
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| PHS Financial Disclosure (for PHS agencies (including NIH), American Cancer Society, American Heart Association, Alliance for Lupus Research, Arthritis Foundation, Susan G. Komen for the Cure, others) | 1/2021 |
| The PHS FCOI Policy: Principal Investigator Certification form is no longer used as of July 2017. See What SPO Requires: PHS FCOI Guide for Department Research Administrators and PIs. | 7/2017 |
| DOE Financial Disclosure | 6/2022 |
| State of California Financial Disclosure (Statement of Economic Interests for Principal Investigators: Form 700-U) | 1/2022 |
| Addendum to Statement of Economic Interests for Principal Investigators | 1/2018 |
| Conflict of Interest and Financial Disclosure for Human Subjects | Conflict of Interest Committee: Human Subjects | Human Subjects Financial Conflict of Interest Form | 4/2018 |
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| NIH Assurance Certification | NIH Proposals and Awards at Berkeley: NIH PI and Fellow Certification Requirements | NIH Principal Investigator Assurance Certification Form (not required for applications submitted with Phoebe Proposal) | 9/2023 |
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| NIH NRSA Fellowship Assurance Certification Form | 10/2021 |
| 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 |
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| NASA Investigative Requirements | NASA Grants and Cooperative Agreement Handbook Provision 1260.35, Investigative Requirements (UCOP) | NASA Access Restrictions Checklist | 4/2015 |
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| DOE Foreign Government Talent Recruitment Program - IUT | Federal Disclosure Related to Sponsored Projects | Foreign Government Talent Recruitment Programs (FGTRP) Certification | 12/2020 |
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| Cost Sharing and Matching | Procedures for Cost Sharing And Matching | Request for Central Campus Cost Sharing | 1/2002 |
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| Subawards | Subaward Process at Berkeley
Subrecipient Commitment Form GuidancePhoebe Subaward Request instructions | Subrecipient Commitment Form | REVISED 5/2026 |
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| FDP Expanded Clearinghouse Participant Commitment Form | REVISED 5/2026 |
| Multiple Campus (MCA) Commitment Form (for subawards to other UC campuses only) | 8/2023 |
| Request to Subaward the Majority of Project Funds | 6/2018 |
| Fair and Reasonable Cost Analysis and Sole Source Justification: Subawards Under Contracts | 9/2008 |
| Mini-Audit Questionnaire | REVISED 4/2026 |
| Phoebe Subaward Request (Subaward Request: New Subaward Request and Subaward Amendment Requestno longer used as of January 2021) | |
| Subaward Closeout Checklist | 3/2013 |
| Fund Advance | Fund Advance Request | UCB Fund Advance Request Form | 5/2019 |
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| Delegation of Signature Authority for Proposals | Proposal Approval Process
Guidance for Review of Proposals by Deans, Directors, and Department Chairs
Phoebe Help: Approvals | Delegation of Signature Authority for Proposals | 12/2018 |
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| Material Transfer Agreement | Material Transfer Agreements are managed by IPIRA. |
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