Annual Disclosure

Annual disclosures must be completed:

• Within 30 days of the investigator’s initial employment date; or
• Annually, no later than August 31st.

The Office of Sponsored Research (OSRA) cannot and will not release funds for a project until all compliance reviews have been completed.

It is important to submit your disclosure and any updates in a timely manner. If your disclosure requires review by the COI Committee, it can take one or more months due to the committee’s docket and dependence upon the complexity of information, as well as any follow-up meetings or information collection required.

In addition, if you will be using human participants in your research, please note that the Institutional Review Board (IRB) will not complete its review of your application until the COI review has been completed.

Create a Financial Disclosure by clicking on the Create Disclosure icon on the Home page or by navigating to their pending disclosure listed in the To-Do section of the Worklist.

The user has two options: 1) specify “Yes” and then create the SFI (Significant Financial Interest), or 2) “Certify No SFI” (Significant Financial Interest).

Maestro Actions

	By clicking on this Action, the user confirms that there is a significant financial interest and the user is navigated to the Significant Financial Interest Screen.
	By clicking on this Action, the user confirms that there is no Significant Financial Interest and the user is navigated to the My Disclosures Screen.

If you have something to disclose, click “yes” to navigate to the disclosure page.

  Inserts a blank row for the user to enter SFI information.

• The user can specify PI Name /Family Member Covered, Company Name, Description of the related entity and the value of the entity.

• The user can create multiple SFI’s in the table.

• Once the information has been entered, the user can also link their existing research to the SFI using the “Link Research” hyperlink.

• The user can upload SFI related Conflict Resolution Plans or documents.

This screen allows the Researcher to link research proposals or projects to the selected SFI.  

STEPS

• Select each research item that is related to the SFI by clicking the checkbox located in the link column.
• Click  to save changes.
• Clickto return to the previous screen.