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Kuali COI Module Updates

Conflict of Interest Disclosure Form and Processes

June 15, 2020 11:43 AM

Kuali COI Module Updates

Starts Saturday, June 13, 2020!

Dear PI’s & Faculty,

The ORPC wants to inform you we have been working with Kuali to update UMBC’s conflict of interest disclosure form and processes. This next stage in the COI disclosure process makes the form easier to read, removes Master Contract duplicate reporting, provides more complete disclosures of projects (awards and proposals), and improves financial entity data capture to ensure COI management plans capture potential conflicts. Subsequently, an upgrade to the existing Kuali module is scheduled for June 12, 2020.

We ask that you do not log into Kuali COI beginning 12:00 am Friday, June 12, 2020 through 12:00 am June 13, 2020. This will allow the system to correctly transfer your disclosure records in the COI upgrade.

What this means for you

In general, the processes of COI disclosure for proposals and awards (projects) have not changed. Kuali COI will continue to send you emails requesting you to update annual disclosure when you are identified in project(s) as a “key person, such as the Principal Investigator.  Beginning with the upgrade, as you log into Kuali COI,  a new reporting format with an updated list of your disclosed projects(s) will appear.  Kuali COI will highlight any new projects that require action from you, including relationships to financial entities.  Nothing is required from "negative disclosures" of COI or for projects previously disclosed.   

Next Steps

Again, as a reminder, do not login Kuali COI anytime on June 12, 2020. Starting June 13, 2020 log into your Kuali COI dashboard to become familiar with the changes and to review your disclosure record. Then, update as requested.  The OPRC will update the COI User Guide with screenshots to assist with your disclosures. Of course, if there are any questions, please do not hesitate to contact us at

Unfunded Agreements

Our COI and OSP teams have been working with Kuali to create a one-stop reporting portal for your entire Research and Creative Achievement (RCA) portfolio. This involves transitioning unfunded agreements into Kuali.  We started with Data Use Agreements and CRADA’s and will be transitioning to others such as Material Transfer Agreements (MTA’s), Non-Disclosure Agreements (NDA’s), etc. as well.  Please review our Kuali implementation schedule for more information.

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