Principal Investigator (PI) Transfer - Research Administration and Compliance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/research.ncsu.edu\/administration\/policies-and-guidance\/principal-investigator-pi-transfer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Principal Investigator (PI) Transfer - Research Administration and Compliance\" \/>\n<meta property=\"og:description\" content=\"Potential Project Disposition Options To initiate a transfer from the current awarded institution, a transfer request must be submitted to the sponsor. 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{"id":2379,"date":"2022-08-31T15:58:30","date_gmt":"2022-08-31T19:58:30","guid":{"rendered":"https:\/\/research.ncsu.edu\/administration\/?page_id=2379"},"modified":"2024-04-04T13:02:18","modified_gmt":"2024-04-04T17:02:18","slug":"principal-investigator-pi-transfer","status":"publish","type":"page","link":"https:\/\/research.ncsu.edu\/administration\/policies-and-guidance\/principal-investigator-pi-transfer\/","title":{"rendered":"Principal Investigator (PI) Transfer"},"content":{"rendered":"\n\n\n\n\n

Potential Project Disposition Options<\/h2>\n\n\n\n
\n
Project ends early or sunsets<\/li>\n\n\n\n
Project fully transfers to new institution<\/li>\n\n\n\n
Project remains at original grantee institution (with a new PI) and the departing PI will no longer be involved<\/li>\n\n\n\n
Project remains at original grantee institution (with a new PI) and a subaward is issued to the new institution for departing PI<\/li>\n\n\n\n
Project fully transfers and the new institution will issue a subaward back to original grantee for some continuing effort (with a different PI)<\/li>\n<\/ul>\n\n\n\n
To initiate a transfer from the current awarded institution, a transfer request must be submitted to the sponsor. If the sponsor approves the request, the sponsor will begin the process of closing out the award.<\/p>\n\n\n\n
At the same time, the new institution will submit a proposal to the sponsor for the remaining funds. After completing both the closeout and proposal review stages, the sponsor will issue a new award to the new institution.<\/p>\n\n\n\n
The transfer of a PI and the disposition of their award portfolio from one institution to another is a complex and lengthy process. Engaging the appropriate contacts as early as possible is essential to ensure a smooth transfer of projects and responsibilities. There may be variations between awards and sponsors, however this page serves as a repository for guidance, information needed, and actions required to assist principal investigators (PIs) and their College Research Offices (CROs) when handling PI transfers.<\/p>\n\n\n\n
Resources<\/h2>\n\n\n\n
\n
Investigator Transfers In\/Out of NC State Checklist and Considerations<\/a><\/li>\n\n\n\n
Outgoing PI Transfers (Slidedeck)<\/a><\/li>\n\n\n\n
Incoming PI Transfers Checklist<\/a> <\/li>\n\n\n\n
Outgoing PI Transfers Checklist<\/a> <\/li>\n\n\n\n
Equipment Tranfers from NC State SOP<\/a><\/li>\n\n\n\n
Equipment Transfer and Loan Procedure Reg<\/a><\/li>\n\n\n\n
REG 10.10.07 Transfer of Projects<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Potential Project Disposition Options To initiate a transfer from the current awarded institution, a transfer request must be submitted to the sponsor. If the sponsor approves the request, the sponsor…<\/p>\n","protected":false},"author":16,"featured_media":0,"parent":55,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"source":"","ncst_custom_author":"","ncst_show_custom_author":false,"ncst_dynamicHeaderBlockName":"ncst\/default-header","ncst_dynamicHeaderData":"{\"pageIntro\":\"All grants, contracts, and cooperative agreements are awarded to the grantee institution on behalf of a Principal Investigator (PI). 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