Change of PI
Change of PI
Field | Instructions | Example | Tips/Notes | Screenshot |
---|---|---|---|---|
Short Title | Create a short description of the request that is identifiable in the Award Workspace. Do not use "MD-SURG-Smith" naming convention. | "Change PI from Jackson to Smith" | Review existing AMRs in Award Workspace for consistency of title format | |
Date Requested | Date of Submission/Request | |||
Full Description | Include all information needed to complete the subsequent Mod request. | |||
1. Describe full request details, including new PI name, effective date. | "Please change PI from Dr. Jackson to Dr. Smith effective 03/01/2023. Sponsor approval is attached." | Considerations: PI Eligibility - determine employee type (e.g. Faculty, Staff, Professional Research Staff - review in Workday if needed) and eligibility based on policy RES-011 Effort/salary/fringe requirements and other budgetary implications of the change | ||
2. Approval status (e.g. sponsor approval attached or letter/request attached for submission to sponsor) | "Sponsor approval attached" or "Request letter for submission to sponsor attached." | |||
3. Updated IRB & IACUC approval, if applicable. | "IRB #12345 attached" or "No Human or Animal Subjects" | IRB/IACUC should be in the name of the new PI | ||
4. If necessary, contact info for Sponsor communication | This is required for all CTA or other bilateral agreements/amendments or if we are submitting a request to the Sponsor for the action. | |||
5. Compliance of all S/K Personnel | "Compliance: Person 1 - Complete/Clear Person 2 - Complete [SFI flag] Person 3 - Complete [EAD flag]" | Review personnel compliance via QlikSense "Research Conflicts of Interest" report. Please see instructions for accessing this report here. | ||
Supporting Documents | 1. Sponsor Approval or Letter/Request | File naming convention: "001 - Confirmation of PI Change" or "001 - Sponsor #_Current PI Name_Change of PI Request" | If we are submitting a request for Change of PI, be sure to include sponsor-specific required documentation [e.g. biosketch, other support, revised MPI plan, revised budget] | |
2. IRB/IACUC approvals | File naming convention: "002 - IRB #12345_Expires 01Jan2023" | |||
3. Compliance printout from QlikSense | File naming convention: "003 - Compliance Review" | |||
Submitter | Assign Submitter as your SOMOGC administrator | DO NOT click "Submit to Specialist" | ||
Request Type [dropdown] | Change PI | |||
General Tips/Notes | Send AMR # and/or link to somogc@uvahealth.org to get the action logged into the SOMOGC work queue. | Without this email, we will have no idea that your AMR is ready for review | ||
PI and Department approvals should be captured via "Log Comment" activity. | If necessary, approvals can be provided outside of the system and uploaded as supporting documentation. See template here. | |||
For all AMR types, please include relevant email communication thread to provide context for the action being requested. | ||||
Include all relevant attachments within SmartForm request page, not through "Add Comment" or on History tab. | ||||
Don't use the WITHDRAW activity unless you really want to discard/trash the action. It cannot be reinstated once withdrawn. |