Components / Resources PI Department SPA SFR Notification Forward to department research Verify last day with PI and with transfer administrator; include contact institution if applicable. Connect with any Resignation letter or information for new institution. other units where there may be child accts notification Contact Co-PIs, decision on what or people on payroll on the PI's projects. happens to their participation, if child acct-will that close, transfer or become a subcontract from new institution? Notification Determine plan for existing awards, Verify plans and check allowability with Ensure Sponsor notification forward any notification to regards to various projects. Notify SPA. department department research administrator approval of transfer, submit request for transfer to agency, know if agency allows PI transfers or if they consider it closing an award. Notification If PI is turning over grant to someone Naming a new PI at the UMN rather than Process NOGA Receive NOGA. Sponsor notification else at the U then letter to sponsor transferring the award to another indicating new PI from New/Old PI needs to be institution requires a PRF in addition to the and project with approved by heads and deans of letter. DeptID if both units and sent to SPA for necessary. submission to the sponsor. Follow Conditional Next Steps A. Follow Conditional Next Steps A.
Components / Resources PI Department SPA SFR Notification Resignation letter or notification Forward to department research administrator; include contact information for new institution. Contact Co-PIs, decision on what happens to their participation, if child acct-will that close, transfer or become a subcontract from new institution? Verify last day with PI and with transfer institution if applicable. Connect with any other units where there may be child accts or people on payroll on the PI's projects. Notification Sponsor notification Determine plan for existing awards, forward any notification to department research administrator Verify plans and check allowability with regards to various projects. Notify SPA. Ensure department approval of transfer, submit request for transfer to agency, know if agency allows PI transfers or if they consider it closing an award. Notification Sponsor notification If PI is turning over grant to someone else at the U then letter to sponsor from New/Old PI needs to be approved by heads and deans of both units and sent to SPA for submission to the sponsor. Follow Conditional Next Steps A. Naming a new PI at the UMN rather than transferring the award to another institution requires a PRF in addition to the letter. Follow Conditional Next Steps A. Process NOGA indicating new PI and project with DeptID if necessary. Receive NOGA.
PIdeparturesteps2013.docx