Division of Research
University of Maryland
Office of Research Administration & Advancement

Printer FriendlyAward Transfer

Since awards are granted to the Institution and not in an individual capacity to the PI, you will need the support of the institution to effect the transfer. If you have accepted a position at another institution and desire to transfer any current awards you may have, you must, as early as possible, discuss the transfer with your Department Chair. Additionally, notice must also be given to the Agency which made the award and the Office of Research Administration and Advancement.

Transfering an award from UM to another institution is an action that must be approved by the agency. All such requests must be routed through the Office of Research Administration and Advancement. Some agencies, such as NSF and NIH have standardized this procedure and require submission of forms bearing institutional signatures. Other sponsors prefer that a substitute PI is designated at UMCP and the remaining work subcontracted to your new institution.

In all instances, in addition to agency-required forms, the Office of Research Administration and Advancement requires a letter, signed by the PI and the Department Chair, documenting the request for transfer.


Transfering an NIH (PHS) Grant


Steps:
Notify your Department Chair.
Notify the Program Officer at the awarding NIH institute.
Notify your Contract Administrator at ORAA.
Complete the form PHS 3734, "Official Statement Relinquishing Interests and Rights in a Public Health Service Research Grant." This form is available in pdf format on-line, with some of the fields pre-populated for your convenience.
Notify your Department Chair.
   » PI's name.
   » Agency Name.
   » Grant/Award number.
   » Amount of unobligated funds remaining.
   » Institution to which transfer requested.
   » Requested date of award's termination at UMCP.
   » Signature of Principal Investigator.
   » Signature of PI's Department Chair.
Sample letter:
Formatted for letter head. Enter data and print or use as model.
Submit the signed letter and completed form to your Contract Administrator at ORAA. Institutional signature is contingent on delivery of these items.

Transfering an NSF GRANT


Steps:

UM Requirements:

Notify your Department Chair.
Notify the Program Officer at NSF.
Notify your Contract Administrator at ORAA.
Generate a memo requesting transfer of the award. The memo should be from the Principal Investigator addressed to the Office of Research Administration and Advancement, and should include:
   » PI's name.
   » Agency Name.
   » Grant/Award number.
   » Amount of unobligated funds remaining.
   » Institution to which transfer requested.
   » Requested date of award's termination at UMCP.
   » Signature of Principal Investigator.
   » Signature of PI's Department Chair.
Sample letter:
Formatted for letter head. Enter data and print or use as model.
Submit the signed letter and completed form to your Contract Administrator at ORAA. Institutional signature is contingent on delivery of these items.

NSF Requirements:

Detailed instructions on submission of a grant transfer request are available electronically on the FastLane website.


Transfering Awards from other Agencies/Corporations/Foundations


Steps:
Notify your Department Chair.
Notify the Program Officer at the awarding entity.
Notify your Contract Administrator at ORAA.
Complete any agency/corporation/foundation form(s) as identified by your Program Officer and/or Contract Administrator.
Generate a memo requesting transfer of the award. The memo should be from the Principal Investigator addressed to the Office of Research Administration and Advancement, and should include:
   » PI's name.
   » Agency/Corporation/Foundation Name.
   » Grant/Award number.
   » Amount of unobligated funds remaining.
   » Institution to which transfer requested.
   » Requested date of award's termination at UMCP.
   » Signature of Principal Investigator.
   » Signature of PI's Department Chair.
Sample letter:
Formatted for letter head. Enter data and print or use as model.
Submit the signed letter and completed form to your Contract Administrator at ORAA. Institutional signature is contingent on delivery of these items.

Note: Newly arriving UM faculty from other institutions who are transfering awards - the equivalent of these steps should be transacted at your originating institution and your originating Sponsored Research Office should contact ORAA well in advance.





Office of Research Administration and Advancement
3112 Lee Building, College Park, MD 20742-5141
Phone: +1 (301) 405-6269 | Fax: +1 (301) 314-9569

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