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

  • 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

  • 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