The State of California has issued a revised 700-U Statement of Economic Interests for Principal Investigators for immediate use. The revised form, dated 2010/2011, is available on the Conflict of Interest Committee web site and is the only version that will now be accepted. If you have any questions please contact Jyl Baldwin (jbaldwin@berkeley.edu, 2-8110).
While no changes have been made to the form itself, the instructions have been revised on disclosure of payments for “admission to an event at which you make a speech, participate on a panel, or make a substantive formal presentation.” The new instructions now clarify that the speech must be for “official agency business” and that “the payment is a lawful expenditure made only by a federal, state, or local government agency.” For the full text of the changes, see page three of the revised form.
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 to the Industry Alliances Office. For MTAs, the Form 700-U should accompany the Material Transfer Agreement Review Form to the Industry Alliances Office.
