At VCU we generally do not allow transfer of "discretionary" funds; at
least we cast a very jaundiced eye upon them.  Why?  Because all too often
those are funds that come from a fixed price budget, and that PI has
"bootlegged" the work elsewhere just to leave "surplus" funds in that
account.  Or the funds are for a departmental goal left in that person's
name.  But if the chair and dean agree, we will release them.  Get academic
management to make the decision (if the funds are not restricted); they are
close to the situation and know if the funds are truly discretionary, and
then you are not the bad guy.

Chuck

At 03:59 PM 2/20/2003 -0500, you wrote:
>Good Afternoon,
>
>I've been asked to investigate the matter of policies related to the
>transfer of a PI's funds to another institution upon his or her departure.
>
>Do your institutions have polices that deal with the transfer of PI
>discretionary funds upon their transfer to another institution?  I'm
>concentrating on funds such as clinical trial residuals or educational
>funds (not active grants or clinical trials).  Are there limits on how
>much can be transferred, must the funds be left in the department, or is
>it done on a case by case basis.
>
>Thank you.
>
>Alex
>-----------------------------------------
>Alexander Schoen
>Director, Office of Sponsored Programs
>Winthrop-University Hospital
>259 First Street
>Mineola, NY  11501
>Phone: (516) 663-8997
>Fax:     (516) 663-9718
>xxxxxx@winthrop.org
>
>
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Herbert B. Chermside, CRA
Director, Sponsored Programs Administration
Virginia Commonwealth University
PO BOX 980568
Richmond, VA  23298-0568
Express Delivery Only:
 Biotech One, Suite 113
 Virginia Biotechnology Research Park
 800 East Leigh Street
 Richmond, VA 23219
Voice:  804-828-6772
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OFFICE e-mail   xxxxxx@VCU.EDU
Personal e-mail xxxxxx@vcu.edu
http://www.research.vcu.edu/ospa.htm

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