Phoebe Proposal is the UC Berkeley system for proposal approvals and routing from departments and units to the Sponsored Projects Office and the Industry Alliances Office. If you or your unit needs access to Phoebe, please see Guidance for Small Units Joining Phoebe or contact If you have questions about Phoebe, please send email to or contact your SPO Contract and Grant Officer or IAO Representative.

Note: Please use Adobe Acrobat or Reader to fill out PDF forms. If you have difficulty filling out a form, please download the form to a local computer before filling it out.

Type Guidance Form Revision Date
VCR Late Proposal Approval Request Vice Chancellor for Research Policy on Proposal Submissions to SPO VCR Late Proposal Approval Request Form 9/2019
Conflict of Interest/Financial Disclosure Conflict of Interest Committee NSF and Other Non-PHS Federal Financial Disclosure (for NSF, UCOP Special Research Programs, CIRM) 12/2019
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) 12/2019
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
Statement of Economic Interests for Principal Investigators (State of California Form 700-U and Instructions) 1/2020
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
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) 4/2006
NIH NRSA Fellowship Assurance Certification Form 1/2012
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
DOE Foreign Government Talent Recruitment Program - IUT Federal Disclosure Related to Sponsored Projects Foreign Government Talent Recruitment Programs (FGTRP) Certification 11/2019
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 4/2020
Working with Subrecipients Working with Subrecipients Subrecipient Commitment Form (Non-FDP Pilot Institutions) 10/2019
FDP Pilot Subrecipient Project Information 8/2016
Multiple Campus (MCA) Commitment Form (for subawards to other UC campuses only) 8/2014
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 5/2019
Subaward Request: New Subaward Request and Subaward Amendment Request
Subaward Request Form Instructions
Subaward Closeout Checklist 3/2013
Fund Advance Fund Advance Request UCB Fund Advance Request Form 5/2019
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
Material Transfer Agreement Material Transfer Agreements are managed by IPIRA.