- OSVPR Home
- Office of Sponsored Programs
- Post-Award
- Award Transfers to Other Institutions
Sponsor Requirements - varies by agency; therefore, follow the agency transfer guidelines along with the normal close out process
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