Identifying Data
Name, rank, employee ID, department, and contact information to ensure the disclosure is attributable and routed correctly for review and recordkeeping.
A clear, complete disclosure supports research integrity, prevents conflicts of interest, and helps the institution meet grant, accreditation, and employment policy obligations while protecting students and sponsored programs.
The form involves multiple campus roles: the reporting faculty member, department administrators, conflict-of-interest officers, and research compliance staff.
Each role has distinct responsibilities for completing, reviewing, or approving disclosures to ensure timely oversight and recordkeeping.
Name, rank, employee ID, department, and contact information to ensure the disclosure is attributable and routed correctly for review and recordkeeping.
Clear description of consulting, employment, advisory roles, or board service including employer names and role descriptions to assess potential conflicts.
Monetary amounts, equity ranges, or in-kind support information to determine whether thresholds for additional review or management plans are met.
Connections to existing or pending sponsored projects, subcontract arrangements, and whether external work overlaps with institutional duties or resources.
Attach contracts, engagement letters, or payment schedules to substantiate declared relationships during compliance review and audit.
A signed statement certifying accuracy, the date of signature, and an audit record of the signing event to create an enforceable disclosure record.
| Field | Configuration |
|---|---|
| Signature | Required field with signer attribution |
| Date | Auto-fill MM/DD/YYYY |
| Attachments | Allow PDF upload, max size set |
| Notifications | Email alerts to reviewer queue |
Choose a platform that supports secure authentication, audit trails, and institutional integrations.
Complete by the institution's specified annual due date.
File during onboarding or within 30 days of appointment.
Amend within 30 days of a new relevant relationship.
Update when new sponsored projects are awarded.
Compliance office reviews on schedule set by policy.
Faculty completes form and attaches documents before submission.
Chair or admin checks completeness and forwards to compliance.
Conflict-of-interest office assesses and requests clarifications if needed.
Signed disclosure recorded and retained per policy.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |