UW=Madison Disclosure Matrix | Research and Sponsored Programs

UW-Madison Other Support, Biosketch, and OAR Disclosure Matrix

Page Updated: May 15, 2023

This page contains general guidance for what activities, relationships, or interests need to be disclosed. Information may need to be disclosed to a U.S. Federal agency, UW-Madison, both, or neither. Should you have questions related to the biosketch; other/current and pending support; or facilities, equipment, or other resources, contact your dean/division or RSP. Be aware that individual agency requirements may vary, so please pay close attention to sponsor requirements. For questions related to Outside Activities Reporting, contact the COI Office.

UW-Madison Other Support, Biosketch, and OAR Disclosure Matrix
NOTE: NIH & NSF may also require post-award disclosures

Activity,Relationship, or Interest to be Disclosed Location for Disclosure of Information
U.S. Federal Agencies University of Wisconsin-Madison Neither
Biosketch Other Support/Current and Pending Support Facilities, Equipment, or Other Resources Outside Activities Report
Previous research support(both financial and in-kind) for projects with award period of performance ending within the past 5 years. Yes (for Dept. of Defense and Dept. of Energy if applicable)
Active & Pending awards received and managed by UW (including industry-sponsored clinical trials; see example) Yes
Active & Pending awards provided or managed by external entities (both U.S. and non-U.S. entities) Yes* Yes
Unpaid research conducted outside your UW role Yes* Yes
Other non-UW monetary resources (including external employment start-up packages) Yes* Yes Yes
Appointments/Affiliations/Employment outside UW that are related to your UW area of expertise (includes full-time, part-time, voluntary, adjunct, visiting, honorary, labeled as "guest", paid or unpaid, domestic or outside the U.S., and appointments/affiliations likely to be cited in publications) Yes Yes, if related to research and/or in-kind support*Note appointment in the relevant entry in Other Support document Yes
Consulting/advising/professional services that include the design, conduct, or reporting of research Yes* Yes, if compensation or contractual obligations are involved
In-kind (i.e., non-monetary) support being used in the proposed project (e.g., office/laboratory space, equipment, supplies, or employees or students supported by an outside source, provision of high-value materials that are uniquely available to researcher) Yes Yes, if the entity is reportable for other reasons
Institutional resources such as core facilities or shared equipment that are broadly available and will be used on the proposed project Yes
In-kind (i.e., non-monetary) support not used in the proposed project (e.g., employees or students supported by an outside source, office/laboratory space, equipment, supplies, provision of high-value materials that are uniquely available to the researcher) Yes* Yes, if the entity is otherwise reportable
Non-U.S. government talent recruitment program/contract Yes
If appointment
Yes Yes
Outside financial support for laboratory personnel (employees, post-docs, students or visiting scholars who receive funding or salary from a government, other institution or outside entity) Yes Yes
  • Leadership/management/fiduciary role (e.g., CEO, President, Vice President, or Director) or
  • Board of Director Member/Officer, or similar that is related to your UW area of expertise
Yes Yes, if related to research and/or in-
kind support*

Note role in the relevant entry in Other Support document
Yes
Scientific or medical advisory board (if appointed, and ongoing) Yes Yes
Scientific or medical advisor that involves the design, conduct, or reporting of research Yes*
Note role in relevant entry in Other Support document
Yes
Consulting/advising/professional services that do not include the design, conduct or reporting of research Yes, if compensation or contractual obligations are involved
Data and Safety Monitory Board (DSMB) participation Yes
Honoraria Yes*
For NIH only, if in support of research endeavors
Yes
Inventor of intellectual property (only report to sponsor in RPPR or final reports when IP results from research) Yes
Equity interest or ownership Yes
Grant reviewer Yes, if compensated, but not if it is grant review for the U.S. federal government which does not need to be reported even if compensation is involved
Speaking engagement Yes, if compensated
Teaching a class/course (not part of an appointment) Yes, if compensated
Editorial position Yes, if compensated
Expert witness of other legal service Yes
Travel that is supported/paid by an entity other than UW to perform research activities with an associated time commitment Yes Yes, if federally funded
Travel funding not related to research activities Yes, if federally funded
Gift funds (233 or UW Foundation funds) Yes
UW start-up funds (departmental/discretionary funds) Yes
UW-Madison endowed professorships (e.g., Bascom, Hilldale, Romnes, Steenbock) Yes
Fee-for-service agreements Yes, if otherwise reportable
NIH Loan Repayment Program Yes
*For sources of NIH Other Support that are not routed through UW and are with an entity outside the U.S., provide supporting documentation only for active support. Documents should be submitted in their original language and, if applicable, with an English- language translation (machine translations are acceptable).

For questions related to biosketch; other/current and pending support; or facilities, equipment, or other resources, contact your dean/division or RSP; individual agency requirements may vary
For questions related to Outside Activities Reporting, contact the COI Office