State of California law requires disclosure of financial interest in the sponsor of a research project; the donor of a research gift; and, under certain circumstances, the provider of materials under a Material Transfer Agreement (MTA) when that sponsor, donor, or provider is a non-governmental source.
For research projects, the Statement of Economic Interests for Principal Investigators (Form 700-U) should accompany the proposal and Proposal Review Form to the Sponsored Projects Office or the Industry Alliances Office.
For MTAs, the Form 700-U should accompany the Material Transfer Agreement Review Form to the Industry Alliances Office.
Briefing Sheet - State of California Requirement to Disclose Financial Interest
PI's Statement of Economic Interests (State of California Form 700-U and Instructions) (PDF)
Addendum to Statement of Economic Interests: PDF / Word (700-UA)
Compliance Information Form for Research Gifts: PDF / Word
University Policy on Disclosure of Financial Interest in Private Sponsors of Research (APM - 028)
Procedures for Expedited Review of Academic Disclosures
List of Non-governmental Entities Exempt From Disclosure Requirement
UC Conflict of Interest Code
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