STEP-BY-STEP: PI OFFLINE CERTIFICATION
APRIL 24TH, 2015
***YOU MUST HAVE A PI SIGNED AND DATED COPY OF THE CERTIFICATON UPLOADED IN THE PROPOSAL RECORD
IN ORDER TO CERTIFY ON BEHALF OF A PI***
OFFLINE PI CERTIFICATION
In the event that a PI cannot access a computer or would prefer physically signing a form, ePD does have a process for
completing what is referred to as an Offline Certification. This process does require a signed and dated copy of the PI
Certification to be uploaded in the proposal record, with no exception. Please refer to the steps below for completing
this process (the required documents and order of the steps taken are integral for compliance processes). It is
important that the below steps are followed closely. Due to the nature of an electronic system, the proposal can easily
be audited to track timestamps and who certified for the PI.
STEPS FOR OFFLINE CERTIFICATION
1. If the PI does not have access to the elctronic proposal, you will need to first obtain the signature from the PI
on the “Proxy PI Certification” form (Please see the template on the last sheet of this document). The signed
and dated form will need to be uploaded in the system in the ‘Upload Attachments’ section (prior to
completing any other steps).
Select the ‘Upload Attachments’ section in
the left navigation pane.
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Copyright 2015 The Regents of the University of California. All Rights Reserved.
Select the ‘Offline Approvals’ attachment
type and click choose file to locate the PI
Proxy Certification document.
Click save to upload the document and
save it in the proposal record.
2. Once the PI Proxy Certification document is uploaded in the system, the PI certification in the
‘Investigators/Key Persons’ tab can be selected and the certification completed.
Select the ‘Investigators/Key Persons’
section in the left navigation pane.
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Copyright 2015 The Regents of the University of California. All Rights Reserved.
Select ‘Certify’ above the List of
Investigators/Key Study Personnel.
If there are multiple PIs, make sure that
the correct PI is selected in the left
navigation pane.
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Copyright 2015 The Regents of the University of California. All Rights Reserved.
Click ‘Yes’ and then save on behalf of the
PI to register the certification on the
proposal record.
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Copyright 2015 The Regents of the University of California. All Rights Reserved.
Proxy PI Certification
I hereby certify that (1) the information submitted within the application is true, complete and accurate to the best of my
knowledge; (2) I understand that any false, fictitious, or fraudulent statements or claims may subject me to criminal, civil, or
administrative penalties; (3) that I agree to accept responsibility for the scientific conduct of the project and to provide the required
progress reports if an award is issued as a result of the application; (4) I agree to abide by the terms and conditions of the sponsor
including timely submission of required reports and/or requests for information about this project from UC San Diego; (5) the text
and graphics herein as well as any accompanying publications or other documents, unless otherwise indicated, are the original work
of the signatories or individuals working under their supervision; (6) I agree to abide by federal, state and university policies for the
responsible conduct of research; (7) I confirm that I am not currently Debarred, Suspended, or proposed for debarment or
Suspension and (8) I confirm that no federal funds were used for lobbying activities related to this proposal.
Yes ____
No ____
Printed Name:
Signature: __________________________________________________
Date: __________________________________________________