Management Plans

To submit your Conflict of Interest Disclosure or Activity and Interest Report, please visit the Conflict of Interest Review System.

If you have any questions or need any additional information, please contact the Conflict of Interest Office.

The Conflict of Interest Review System (CIRS) includes an electronic workflow for developing and monitoring management plans for responsibilities that involve the appearance for conflict of interest and commitment.

Management Plan Set Up

Step 1: Click here link to access the Conflict of Interest Review System.

Step 2: Log in with your NetID and password.

Step 3: Under the Compliance menu, select the drop-down for My Management Plans.

Step 4: Click on the Title field in the management plan table to open the plan page.

Step 5: Review the conditions of your management plan. Provide feedback to the COI Office by adding a Comment at the bottom of the page.

Step 6: The Management Plan will receive institutional approval, as described in the Conflict Management Guidelines.

Step 7: Certify your agreement to the  Management Plan.

Changes in your institutional responsibilities at risk for the appearance of conflict of interest will require modification and re-approval of your Management Plan within CIRS. Please contact the Conflict of Interest Office to disclose the change(s) to your situation and determine how to move forward. The COI Office may request submission of an updated Conflict of Interest Disclosure or Activity and Interest Report prior to modifying your Management Plan.

Compliance Report Submission

Step 1: Click here link to access the Conflict of Interest Review System.

Step 2: Log in with your NetID and password.

Step 3: Under the Compliance menu, select the drop-down for My Management Plans.

Step 4: Click on the Title field in the management plan table to open the plan page.

Step 5: Click on the button to Submit Compliance Report.

Step 6: Respond to the information requested for the conditions of your management plan. Add or update your Personnel Disclosures as needed.

Step 7: When you are finished, click on the Submit for Review button to submit your Compliance Report to the COI Office for review.

If you need to change a submitted Compliance Report, please contact the Conflict of Interest Office, and request that your report be returned to you in the system. If your disclosure has already been approved, please contact the Conflict of Interest Office to start a new report.

Personnel Disclosure Submission

Step 1: Click here link to access the Conflict of Interest Review System.

Step 2: Log in with your NetID and password.

Step 3: Under the Compliance menu, select the drop-down for My Management Plans.

Step 4: Click on the Title field in the management plan table to open the plan page.

Step 5: Click on the button to Create Personnel Disclosure.

Step 6: Add the Collaborators and Research Personnel to whom you need to disclose your conflict of interest.

Step 7: Write a statement describing your conflict of interest and your efforts to manage the appearance for conflict.

Step 8: When you are finished, click on the Submit button to submit Personnel Disclosure. Your Collaborators and Research Personnel will receive an email containing your Disclosure of Conflict Management statement and a message from the Office of Research Integrity and Outreach.

If you change your Disclosure of Conflict Management statement or disclose your conflict to new Collaborators or Research Personnel, please submit an updated Personnel Disclosure by following Steps 1-8 above. Please remove any Collaborators or Research Personnel who do not need to receive the updated disclosure of conflict management statement.

Other Information

  • Please visit our Disclosure Requirements page for information on who needs to submit a Conflict of Interest Disclosure or Activity and Interest Report, what financial interests and outside activities require disclosure, and a list of related regulations and policies.
  • Please visit our Conflict Management Guidelines page for information about how UTD manages, reduces, or eliminates situations that involve the appearance for conflict of interest or commitment.

If you have any questions or need any additional information, please send an email to coi@utdallas.edu.

For technical assistance with the portal, please contact Research Information Systems.