Kuali Research @ Texas State:SFI - Frequently Asked Questions
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How is the new SFI Disclosure process different than what I've done before?
Most of the changes that make the process more secure, centralized, and convenient are "under the hood," but there are two major differences you'll encounter:
- You submit information about the Financial Entities related to your Significant Financial Interests during your initial SFI Disclosure. For example, if you answer "Yes" to Question 4, indicating that you (and/or a family member) have an ownership interest in a private company, you'll need to add a Financial Entity (your company) to the disclosure before you can submit it.
- In the past, when a) you submitted your disclosure, b) your proposals were routed, and c) you received an award, you were asked to certify that your existing SFI Disclosure was still current and you had no financial interests related to your research. But now, in Kuali, you are required to modify your existing SFI Disclosure with a Project Declaration each time you are involved with a new project, as a PI, coPI, or key personnel.
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Now that SFI Disclosures are in the same system as Proposals, is my private information about financial interests going to be accessible to everyone logging into Kuali?
No. Just as in the past, the only people (other than you) with access to the answers you provide on the questionnaire, financial entity information, or any other documentation submitted as part of your disclosure are Compliance Office personnel.
The only SFI-related information that anyone else can access is whether or not you've submitted a disclosure — this is part of your Kuali profile and is visible to individuals building the proposal in the system.
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If I haven't submitted or updated my SFI Disclosure, will that keep my proposal from being submitted?
We definitely encourage you to have a current SFI disclosure on file prior to proposal submission and you will receive notifications from the system requesting that you do so but there are no automatic holds on your proposal built into Kuali.
On the other hand, however, once your proposal is awarded, a missing or non-current SFI disclosure will prevent your grant account from being set up.
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I’ve already submitted my disclosure in the new system. Why am I getting email notifications to log in and update it?
After the submission of your initial disclosure, you will receive automated notifications from Kuali in the following instances:
- A reviewer requests additional information or a modification prior to approval
- You are involved in a proposal in progress — a project declaration is required for each new proposal
- Your annual disclosure is expiring within 30 days