Change of PI/Institution

The PI decides to transfer to another institution while the project is still active.

The following steps can be followed to transfer a Principal Investigators active award(s) to their new institution:

• Check with the PI to determine whether the award will be closed or transferred
• Check the Sponsor Requirements
  • National Science Foundation - process the transfer via the NSF FastLane system
  • Department of Energy - DOE e-Center
  • National Institutes of Health - NIH Grants Policy Statement
  • U.S. Department of Agriculture - USDA
  • National Aeronautics and Space Administration - NASA
• Check with the PI to determine whether the award will be closed or transferred 
• Verify the balance on the account and determine the amount to be transferred
• Close subcontracts, if applicable
  • Create a new subcontract to the new institution?
  • Provisions made available for graduate students who remain at PSU?
• Determine if any equipment was purchased
  • Ownership of equipment - PSU, Goverment, or Sponsor
  • Equipment Transfers
• Verify if there are any reports currently due to the sponsor
  • Make sure the deliverables are met for the period of performance covered
  • Future reports will be the responsibility of the new institution