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Compliance - Conflict of Interest - Outside Activity Reporting

Outside Activity Reporting (OAR) is an annual required report for faculty, academic staff, limited appointments, and human subjects researchers in which all outside activities related to institutional responsibilities are reported. This encompasses all professional responsibilities at UW-Madison, including: research, instruction, extension/outreach, and administrative activities.

New Employee Information

New faculty and academic staff members should report their outside activities shortly after starting employment at the university. Please refer to the "Instructions to Submit" under "Employee Information". If you have any questions, begin by asking your supervisor.

Employee Information

Instructions to Submit

  1. Go to your Outside Activities Reporting dashboard.
  2. Begin filing your OAR by selecting the “Create OAR” button.
  3. Use the “Continue” buttons to navigate through the OAR.
  4. If you have reportable activities, select “Add Outside Entity”
  5. You’ll be given an option to add an outside entity from our directory, which pre-fills some information for you; otherwise, you can enter information on the right-hand side of the screen and select “OK”
  6. When you have entered all of the necessary information about one of your outside activities, the status column will indicate the activity is “ready to submit.” If more information is needed, it will indicate there is “Incomplete Data.”
  7. If you have previously entered information about an activity and have nothing new to report, you may select “Mark Unchanged” in the far-right column.
  8. After entering information about all of your outside activities, you are now ready to submit your Outside Activities Report. This is done by selecting “Submit OAR” on your home page.
The authoritative set of instructions can be found on the Outside Activities Reporting Dashboard under Instructional Guides.

Who is Required to Submit?

The following groups are required to fill out an annual Outside Activities Report (OAR) and update whenever new outside activities are undertaken:

  • All UW-Madison faculty, regardless of appointment level
  • All UW-Madison academic staff and limited appointees with total appointments equaling 50% or greater
  • All PIs, co-investigators, and senior/key personnel on current federal grants
  • All PIs, co-investigators, and senior/key personnel on research protocols involving human subjects
  • All individuals with an active management plan from the COI Committee

Individuals must submit an OAR even if they have no outside financial interests related to their institutional responsibilities at the University.

Authoritative guidance on OAR policy and procedures can be found on UW–Madison Office of Research Policy and Integrity Financial Conflict of Interest Policy and Procedures: Guidance Document 

What is Reportable?

Individuals who are subject to the UW–Madison COI Policy and who are required to file an OAR must report all outside financial interests that are related to their institutional responsibilities. The federal regulations consider "institutional responsibilities" to include all professional responsibilities done on behalf of UW–Madison, including: research, research consultation, teaching, professional practice, outreach, administration, and institutional committee memberships.

Review these document(s) for authoritative guidance on what outside activities are reportable as individual significant financial interests:

When Do I Need to Complete My OAR?

  • Faculty, academic staff, and human subjects researchers are required to report annually (no later than April 30) any outside activity related to their UW work.
  • Federally funded researchers must report outside activities at least annually, and potentially more often - on a timetable related to their grant funded work.
  • New faculty and academic staff members should report their outside activities shortly after starting employment at the university.
  • Throughout the year, faculty, academic staff, and other researchers must report significant changes to their outside activities at the time they occur.

Why Do I Need to Complete OAR?

Outside activities are encouraged - and the Wisconsin Idea enshrines our commitment to positively influence people's lives beyond the classroom and the lab. At the same time, outside activities must not conflict with university responsibilities or contribute to potential bias in research. Timely and accurate reporting of outside activities helps to ensure this.

What Happens If I Do Not Complete an OAR?

Failure to complete your OAR by the due date will be recorded and may impact your eligibility for compensation adjustments, including performance and pay plan, in alignment with UW System policy.

Additional Information on OAR

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Keywords:OAR Outside Activity Reporting Conflict Interest Compliance   Doc ID:100388
Owner:Nathaniel S.Group:Extension Employee Handbook
Created:2020-04-09 12:30 CDTUpdated:2020-04-29 16:47 CDT
Sites:Extension Employee Handbook
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