Award Transfers to Other Institutions

 Sponsor Requirements - varies by agency; therefore, follow the agency transfer guidelines along with the normal close out process

• NSF - Process transfer via the Fastlane System
  • NSF Award & Administration Guide (AAG) Reference
• DOE - DOE e-Center
• NIH - NIH Grants Policy Statement
• USDA
• NASA

Checklist for PI leaving the University with Active Sponsored Awards

• Verify the balance on the account
  • Check with the PI to determine whether the award will be closed or transferred
  • Determine the amount to be transferred to the new institution
  • Determine if there was any equipment purchased on the award
  • If subcontracts were issued on the award, they will need to be closed
  • Verify if there are any reports due

Account Close-Out

• Verify expenses
• Transfer balance to new institution
• Authorization to Close or Extend Form (ACE) needed

Equipment

• Transfer of equipment when faculty leave the University can be found here
• PSU Holds Title
  • Negotiate an agreement with or without nominal fees
• Government Holds Title
  • Request disposition instructions from sponsor
  • Transfer title to new institution
  • Gift - contact Property Inventory regarding the depreciation value

Subcontracts

• External Subcontracts need to be closed out
• Do you need to create a new subcontract to the new institution?
  • Are there provisions available for graduate students who remain at PSU?

Final Reports

• Make sure deliverables are met for the period of performance covered
• Future reports will be the responsibility of the new institution