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Post Award Financial Administration Policies

Transfers To/From Other Institutions

When possible, the principal investigator should allow sixty (60) days lead-time to make the transition easier.

The principal investigator should prepare a PHS award, Form #3734, Official Statement Relinquishing Interests and Rights in a Public Health Service Research Grant form. 

Grants and Contracts Accounting will verify the unexpended balance with Banner. To expedite processing of the form, the Principal Investigator should provide to Grants and Contracts Accounting documentation on how the unexpended balance shown on the form was calculated to the termination date of the awarded grant year.

The Department Chairperson must provide an alternate Banner index number to charge should the grant be overspent after the transfer has been made. Property Management must clear equipment requested for transfer, before the grant is transferred. 

Other grants and/or contracts may be transferred with written request from Sponsored Programs Administration.  

Program income funds may not be transferred to another institution unless expressly directed by the sponsor of the underlying award.

Pool index funds may not be transferred to another institution unless expressly directed by the sponsor of the underlying award.