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Grant Transfer Process

  • 1. Incoming Faculty (Principal Investigator transferring to WCM from another organization)

New faculty researchers transferring to WCM with existing grants will work with their former institutions (i.e., relinquishing institution) along with their WCM department administration and OSRA staff (i.e., new grantee institution) to transfer their grants and contracts to WCM. PIs should bear in mind that awards are made to the Institution, not directly to the PI; therefore the relinquishing institution must agree to transfer grants if/when the PI relocates to a new Institution. The responsibility matrix below explains who is responsible for initiating the grant transfer from the prime institution to WCM: Graphic of flow chart

The PI Grant Transfer Checklist TO WCM should be completed by the WCM department in coordination with the incoming PI to ensure that no steps are missed in the grant transfer/grant relinquishing process. Completion and submission of the form to OSRA will facilitate the grant transfer process.

  • 2. Outgoing Faculty (Principal Investigator relocating from WCM to another organization)

When an investigator transfers from WCM to another institution and requests continued support for a previously approved project at the new location, the sponsor determines what is required to accomplish this. NIH is the only federal agency that has explicit forms and instructions for the transfer process. NSF has a similar, more general process, and corporations and foundations have their own procedures. As always, anyone wishing to transfer a grant should check with the appropriate Grant Management Specialist to be sure the transfer is performed correctly.

If under any circumstance the WCM PI wishes to leave their grants at WCM, the assigned OSRA Grants & Contracts Specialist must be notified immediately so that SAP, Coeus and other institutional systems and offices are notified of the change of PI. Graphic of flow chart

The PI Grant Transfer Checklist FROM WCM should be completed by the WCM department in coordination with the PI to ensure that no steps are missed in the grant transfer/grant relinquishing process. Completion and submission of the form to OSRA will facilitate the grant transfer process.

Transfer of NIH Grant to Another Institution

For more information regarding the transfer of an NIH grant to another institution, please see the NIH Grants Policy Statement 8.1.2.7 Change of Recipient Organization.

For more information regarding the transfer of an NSF grant to another institution, please see the NSF Grant Policy Manual 312.8 Disposition of a Grant When a PI/PD Transfers from One Organization to Another Organization.

For all other grants, please contact your OSRA Grants & Contracts Specialist, who will as noted above, who will guide your transfer process.