Electronic Conflict of Interest (eCOI) System

Click Here to Access eCOI

The eCOI system is for submitting all financial disclosures: 700-U, Form 800, and Supplemental Form.
Paper forms will not be accepted.

 Quick Start User Guides

• 700-U Quick Start Guide (Version 4.01.2020)
• Form 800 Quick Start Guide (Version 4.01.2020)
• PHS Quick Start Guide (Version 4.01.2020)  Note: Only the PI can complete the PHS. Administrative delegates can’t initiate this form.
• Add Admin Quick Start Guide (Version 7.08.2020) Note: Only the PI can add an admin
• See FAQs for Additional Guidance

Technical

• The eCOI system is most compatible with Chrome or Firefox. Make sure Javascript is enabled.
• How to Enable JavaScript
• If this is your first time completing a COI form, you may need to request PI Access. Email [email protected] to request PI Access. Please provide full name (First, Middle, Last).

Types of Forms:

Form 700-U

• What is this form for?
  • State of California form used to report outside Financial Interests when research is sponsored or supported by non-governmental entities (e.g. private entities).
  • Applies to both sponsored awards and gifts.
• Who completes?
  • Only the Principal Investigator (PI) complete this form. If a multi-PI project, only the Lead PI completes this form. Not required for other investigators.
• When do you complete?
  • Must be filled out within 30 days of receipt of new funds.
  • Anytime new, incremental, or supplemental funding is received.
• Exception:
  • Do not submit this form if State of California has exempted the sponsor (please see list of exempt sponsors).

Form 800

• What is this form for?
  • To report outside financial interests when research is sponsored by all governmental entities (e.g. NSF, CIRM) (except PHS).
  • All non-PHS funded human subject research.
  • Departmentally funded human subject research.
• Who completes this form?
  • PIs and all investigators complete this form.
• When do you complete this form?
  • Must be filed at time of proposal, annually, and/or within 30 days of acquiring a new outside financial interest.
  • No later than initial Institutional Review Board (IRB) application submission.
  • At IRB continuing review, but only when there is a change (e.g. increase or decrease in value) to a previously reported SFI.

Supplemental Form

• What is this form for?
  • Required when a 700-U (if you answered yes to any question) or Form 800 (if you answered yes to the financial disclosure question) is “positive”.
• Who completes this form?
  • PIs and all investigators complete this form
• When do you complete this form?
  • After you submit your “positive” 700-U and/or Form 800.

PHS Form

• What is this form for?
  • To report outside financial interests sponsored by PHS entities (e.g. NIH, AHRQ, HRSA), and any other entity that has adopted the PHS regulations.
  • Please see the list of sponsors that require compliance for PHS Regulations
• Who completes this form?
  • PIs and all investigators complete this form.
  • When do you complete this form?
  • Must be filed at time of proposal, annually, and within 30 days of acquiring a new outside financial interest.