FCOI Annual Report
FCOI Annual Reports are submitted through Commons by institution users with the FCOI role. The report collects updated information for each previously reported Significant Financial Interest (SFI) on the original FCOI report.
Submissions can be saved (they will be placed in a Work in Progress—WIP—status), edited at a later date, and then submitted (or they may be deleted if necessary).
The Commons system automatically opens any overdue annual report (starting with the report for the earliest year when more than one annual report is overdue) for completion. The Annual FCOI Report form displays information pulled from the original FCOI report. This includes grant information as well as the Name of the Entity, Nature of the Significant Financial Interest(s) (SFI), and Value(s) of the SFI from the previously submitted FCOI Report. Each previously reported SFI is listed on the Annual Report and must be addressed separately.
- Optional: Select the View link in the Action column to view read-only specifics as reported on the original FCOI Report.
- Answer the questions for each SFI listed.
- For question 1. Indicate the status of the FCOI since the FCOI was previously reported, select the radio button for one of the options: Managed or No longer exists. When No longer exists is chosen, this SFI is removed from future annual reports.
- For question 2. Are there any changes to the Management Plan, select the radio button for one of the options: Yes or No. Use the textbox or document upload feature to provide an explanation of the changes to the management plan as necessary. This question is only displayed when the response to Question 1 is Managed.
- For question 3. Explain why FCOI no longer exists, enter an explanation in the textbox or use the upload feature to attach documentation explaining why the FCOI no longer exists. This question is only displayed when the response to Question 1 is No longer exists.
- Perform one of the following actions:
- Select the Save button to put the record in WIP status.
- Select the Save and Submit button to submit to agency.
- Select the Cancel button to return to the FCOI Search screen.
Once created, the Annual Report displays as its own record in the FCOI Search screen results as an FCOI Type of Annual, whether submitted to Agency or still a Work in Progress. The Annual link, which had been displayed in the Action column for the original FCOI report before the Annual Report was submitted, is removed.
NOTE: Annual Reports display in the FCOI Search with a Revise link. Select this link to submit a revision of the submitted Annual Report.