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Procedural Guidance for PI’s Departing CU Boulder

The Office of Contracts and Grants is excited to announce that a comprehensive procedural statement and associated tools and forms are now available when a current CU Boulder PI changes their relationship with the university – usually transferring to another institution. This documentation covers Roles & Responsibilities, Sponsored Projects, Property and Compliance considerations that arise across many campus units.

The process for a departing researcher is very in-depth and touches many people and units. These materials are intended to help everyone navigate the process successfully when a PI leaves the university. This guidance and respective tools were the collaborative effort of department research administrators and the following offices:

  • Office of Contracts and Grants
  • Sponsored Projects Accounting
  • Environmental Health & Safety
  • Export Controls Office
  • Office of Animal Resources
  • Institutional Review Board
  • Institutional Animal Care and Use Committee
  • Technology Transfer Office

Materials Available on the OCG Website

The following resources are available on the OCG website:

A new Researcher Departure Web Form will notify the appropriate administrative departments of a PI’s departure as soon as the departure is expected/known.

The Departing Researcher Procedural Statement provides one comprehensive set of procedures and guidance from multiple units involved when a PI is leaving CU Boulder.

The PI Transfer Checklist is a step-by-step checklist tied directly to the items outlined in the procedural statement.

There are several other helpful tools, forms and templates available on the PI Transfer Resources page of the OCG website.

Contact your Proposal Analyst, Grant Officer, Contract Officer and Subcontract Officer in the OCG Directory for additional assistance when a PI is leaving CU Boulder.