Kuali Conflict of Interest

 The Kuali COI system will: 

• • Determine which conflict of interest regulations the researcher needs to complete, taking all the guesswork out of the historical paper forms
  • Send an email to the researcher with a direct link to Kuali COI embedded in the email
  • Allow researchers to assign specific support staff as “delegates” to assist

• How to Create your COI Disclosure
• Updating your COI Disclosure
• Revising your COI Disclosure
• How to Fully Submit Disclosure
• Adding a Delegate
• How Delegates assist with a Researcher
• How to check if WalkMe is installed
• How to Filter Projects
• How to Request Disclosure to be Returned
• How to Inactivate a Federal Financial Entity
• How to Add New Interest(s) to your Federal PHS Portfolio
• How to Add Multiple Attachments
• How to Answer Supplemental Questions
• How to Use Bulk Declaration for Federal Financial Entities
• How to Read Kuali COI Statuses in Kuali Research Records
• How to Check COI status in Kuali COI
• Description of Disclosure Statuses and Next Steps
• How to Update Previously Submitted 700U
• Kuali Research Unfunded Agreement COI Question
• Kuali Research Service Agreement COI Question
• NEW! How to Enter Financial Entities after REMS Integration

All study team members are listed in Study Personnel in Kuali IRB application. Those Researcher’s with a potential conflict of interest* will need to mark “yes” under the conflict of interest question within Kuali IRB.

Potential Conflict of Interest Definition:

What should I do if I don’t know the Entity or Funding information when completing a 700-U COI disclosure in Kuali COI?

The State of California requires the Investigator to complete the Entity and Funding information on the 700-U COI disclosure form, in addition to answering questions about their relationship/interest(s) with the Entity. This includes the address and principle business of the entity, the amount of funding being proposed (estimated or actual), whether it is for initial funding or interim funding and the date of funding. Unfortunately, Kuali COI was not allowed to have these data elements auto-populated from the Kuali Research record. The Investigator can obtain the information by: 1) asking their fund manager or proposal creator, 2) googling the Entity (i.e., for address and principal business) or 3) reviewing the proposal record in Kuali Research (i.e., for the proposed funding amount and anticipated date of funding). The Investigator has the option to assign a “Delegate” in Kuali COI to complete the project specific information on their behalf. The “How to” instruction to add Delegates is on the COI Website.

What should I do if a project requiring a 700-U COI disclosure in Kuali COI was not funded?

700-U COI disclosure is required at time of proposal. Therefore, as soon as a non-federal proposal is created in Kuali Research or a manual project is created for a gift, Health Sciences Business Contracting service agreement, or human subject research, the Investigator will receive an email notification from Kuali COI to disclose. The 700-U COI disclosure will remain pending in Kuali COI until the Investigator completes the disclosure, even if the project is eventually not funded. If the Investigator logs in to Kuali COI and has pending 700-U COI disclosures for projects that were not funded, they must complete the disclosure as it should have been at time of proposal, i.e., with the amount of funding that was being proposed and the anticipated start date of the funding. Kuali COI requires all pending 700-U COI disclosures be completed prior to completing disclosures for federal projects. Therefore, if an Investigator receives an email notification from Kuali COI to update their disclosure for a federal project and there are pending 700-U disclosure forms, the Investigator will not be able to complete the federal disclosure until the 700-U disclosure(s) are completed.