Topics Map > Research Policy and Compliance > Conflict of Interest (COI) and Outside Activities Reporting (OAR) > Individual Financial Conflict of Interest (FCOI)
Topics Map > Research Policy and Compliance > Conflict of Interest (COI) and Outside Activities Reporting (OAR) > Administrative Staff and Reviewer Resources


If you are a sub-recipient investigator on a Public Health Services (PHS) award AND you will be following UW-Madison's Conflict of Interest (COI) Policy, you must complete these three steps to be authorized to spend award funds:

1.        Obtain a UW NetID – In order to access the UW-Madison COI online tools and to complete steps 2 and 3 below, you will need a UW NetID. To request a UW NetID, please complete and submit the NetID request form.  Once the request has been processed, you will receive an email containing information on how to activate your UW NetID.

2.        Complete UW-Madison COI Training – The UW-Madison COI Policy requires all investigators to complete COI training.  This training is available at Learn@UW, a UW-Madison training program. You will need your UW NetID to access this program. The UW COI Training Course should take only 10-15 minutes to complete. For instructions on how to complete the COI Training Course, please click here Conflict of Interest Training Course

3.        File a UW-Madison Outside Activities Report – The UW-Madison COI Policy also requires all investigators to file an Outside Activities Report (OAR) within 30 days of the start of spending on PHS awards. This electronic form will ask you a series of questions required by federal regulations about your outside financial interests. Please follow this link and use your UW NetID to login to the OAR online tool.

Once you have filed your OAR and completed the COI Training Course, the UW-Madison COI Program and Research and Sponsored Programs will work to complete the award setup process and authorize the expenditure of your funds. Failure to complete the above tasks in a timely manner will delay the setup of your award and your ability to expend award funds.

If you have any questions, please contact the COI Program at

Keywords:subrecipient, sub-recipient, conflict of interest   Doc ID:35538
Owner:Samuel L.Group:VCRGE and Graduate School
Created:2013-12-02 17:21 CDTUpdated:2015-04-02 13:18 CDT
Sites:VCRGE and Graduate School
Feedback:  0   0