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 Late Proposal Submissions to SPO VCR Third Priority (Late) Proposal Approval Request Form 3/1016
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
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) 1/2018
Addendum to Statement of Economic Interests for Principal Investigators 1/2018
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 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 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 (Non-FDP Pilot Institutions) 4/2017
FDP Pilot Subrecipient Project Information 8/2016
PHS Financial Disclosure (Form 5) 8/2012
MCA Commitment Form (for subawards to other UC campuses only) 8/2014
Request to Subaward the Majority of Project Funds 12/2017
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 4/2017
Subaward Closeout Checklist 3/2013
Fund Advance Fund Advance Request UCB Fund Advance Request Form 9/2016
Delegation of Signature Authority for Proposals Guidance for Review of Proposals by Deans, Directors, and Department Chairs
Phoebe Help: Approvals
Delegation of Signature Authority for Proposals 7/2017
Material Transfer Agreement Material Transfer Agreements are managed by IPIRA.