Your Proposal at SPO and IAO

Sponsored Projects Office

Your assigned SPO Contract and Grant Officer (CGO) is your first point of contact for changes/updates after the proposal has been submitted to SPO. More general feedback regarding the Phoebe system can be directed to phoebe-help@lists.berkeley.edu.

Attachments

Additional or revised attachments may be emailed as PDF(s) to your assigned SPO CGO. Please include the assigned SPO proposal number, found on the Proposal tab in Phoebe, in the email subject line.

SPO CGOs may request that attachments be revised after submission to SPO using the Replace button in the Attachments and Notes tab. Only use Replace when requested to do so by a SPO CGO. If a SPO CGO decides to Replace an attachment on their own, they will notify the BRS/Department Research Administrator. Please note that once SPO submits a proposal to the sponsor, the BRS/Department Research Administrator will no longer have the ability to Replace attachments.

See Proposals Returned for Revision and Attachments and Notes for additional guidance.

700-U Forms

When the Statement of Economic Interests for Principal Investigators (Form 700-U) is required, the DocuSign 700-U should be used. See the Phoebe guidance on the DocuSign Form 700-U for more information. If the Phoebe-generated DocuSign Form 700-U is submitted, no signed “wet-ink” paper copy is required.

However, a paper 700-U still is an option. If used, it must be uploaded to Phoebe and sent or delivered to SPO with original ink signature and date. Please write the Phoebe proposal number in the top, right-hand corner of the form.


Industry Alliances Office

For industry proposals and agreements (entities with email addresses ending with a .com or .net), your IAO Representative is your first point of contact for changes/updates after the proposal has been submitted to IAO. More general feedback regarding the Phoebe system can be directed to phoebe-help@lists.berkeley.edu.

Attachments

Additional or revised attachments may be emailed as PDF(s) to IAO. Please include the assigned proposal number, found on the Proposal tab in Phoebe, in the email subject line.

IAO staff may request that attachments be revised after submission to IAO using the Replace button in the Attachments and Notes tab. Only use Replace when requested to do so by IAO. If IAO decides to Replace an attachment on their own, they will notify the BRS/Department Research Administrator. Please note that once IAO submits a proposal to the sponsor, the BRS/Department Research Administrator will no longer have the ability to Replace attachments. See Proposals Returned for Revision and Attachments and Notes for additional guidance.

700-U Forms

When the Statement of Economic Interests for Principal Investigators (Form 700-U) is required, the DocuSign 700-U should be used. See the Phoebe guidance on the DocuSign Form 700-U for more information. If the Phoebe-generated DocuSign Form 700-U is submitted, no signed “wet-ink” paper copy is required.

However, a paper 700-U still is an option. If used, it must be uploaded to Phoebe and sent or delivered to IAO with original ink signature and date. Please write the Phoebe proposal number in the top, right-hand corner of the form.