Pi and Grant Transfers: Procedures

Procedure Statement

This document describes the procedures associated with the transfer of Principal Investigators (PIs) and grants between institutions, and the responsibilities of those involved with the transfer. Adherence to these procedures will ensure that PI and grant transfers meet external regulations, guidelines and terms as well as institutional policies and guidelines.

Reason for Procedure

Federal grants and contracts are awarded to WMC, not directly to Principal Investigators. If a PI wants to transfer institutions, the grantee institution (WMC) will determine on a case-by-case basis whether it will retain or transfer the grant. As grantee institutions, WMC must approve the relinquishing of the grant and relinquish the grant and equipment to the PI’s new institution. The awarding agency must also approve all grant/contract transfers from one institution to another.