COI Disclosure system
The Office of Research's COI disclosure system, ORCOI, was launched on June 22nd, and the previous system, COI Smart, has been retired. ORCOI was designed by the Office of Research to streamline the disclosure submission process. In addition, a new feature within ORBiT, Key Personnel, allows users to more easily identify project investigators who need to submit disclosures, reduce the provision of redundant information, and allows us to move away from the old DCR form.
ORCOI automatically assigns a National Science Foundation, Public Health Service, or Department of Energy annual disclosure to all individuals that are listed as “key personnel” in the ORBiT datasheet and who do not already have an active annual disclosure on file. The system will also automatically assign 700-U disclosures to PIs. This takes place at time of proposal submission for NSF, PHS, and DOE awards or at time of award for 700-U disclosures, and is continuously checked through the life-cycle of the project.
The Office of Research maintains an online disclosure system for Conflict of Interest (COI) statement submissions required by the Public Health Services, National Science Foundation and State of California called ORCOI (https://orcoi.research.ucsb.edu). ORCOI allows faculty, researchers and other contract/grant principal investigators to submit all required financial conflict of interest disclosure forms electronically, thus reducing the administrative workload borne by COI regulations.
ORCOI allows faculty members and other investigators who propose or receive funding from a federal funding agency to submit one annual disclosure instead of multiple transactional disclosures.
Disclosure Forms & Requirements
- Design, Conduct, and Reporting (DCR) Personnel Form - REPLACED BY KEY PERSONNEL PROCESS 6/21/21
- See Identifying Investigators section of the For Researchers page for new instructions
- Design, Conduct, and Reporting (DCR) Subrecipient Personnel Form
- Graduate Student Conflict of Interest Form
- UC Patent Amendment Form
- NIH Summary of Major Changes to the 1995 Regulations
The Office of Research is dedicated to providing excellent service for contracts and grants, if you have any questions about ORCOI, please email firstname.lastname@example.org.