Grant Transfers

NIH calls a Grant Transfer a Change of Recipient Organization. Most are submitted electronically via the ASSIST module in eRA Commons, but a few are still submitted via paper. Please refer to the Funding Opportunity Announcement (FOA) to determine which option is the correct option for you and your PI.

To locate how you may submit your application, it is under the Activity Code, which is just below the Funding Opportunity Title, near the top of the FOA.

Please see the Review Priorities document which outlines both the department's and HS SPPO's responsibilities in reviewing Grant Transfer (Change of Grantee Institution) applications.

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Minimum Requirements for HS SPPO Review

NIH or AHRQ	Change of Recipient Organization (Grant Transfer)
PD Record
Basics: Proposals Details	Indicate the proposal type as a New.
Basics: Delivery Info	Indicate the ASSIST # at Submission Description.
Basics: Sponsor & Program Information	Indicate the FOA # at Opportunity ID. Indicate the FOA title at Opportunity Title. Indicate the NIH Grant # at Sponsor Proposal ID.
Compliance	Indicate the IACUC and/or IRB protocol # for congruency review.
Attachments: Internal	Internal Budget (Excel) Copy of Awarded Application Copy of the Most Recent NoA Relinquishing Statement If applicable: Copy of IRB and/or IACUC protocol, if applicable UC/VA Salary Worksheet Salary Waiver PI Exception Subaward Packet(s) Cost Share Documentation
Proposal	When the application is ready to submit, change the status in ASSIST to "Ready for Submission" and notify your HS SPPO Analyst via email.

Confused Between the GPS, Guidelines, FOA, and Notices?

The Grants Policy Statement (GPS) has instructions on what the minimal requirements are to transfer a grant to a new institution. This can be found here. This should be used in conjunction with both the current Funding Opportunity Announcement (FOA) and the current SF424 (R&R) Guidelines. The current FOA is PA-21-268 and the current SF424 (R&R) Guidelines are for applications utilizing version Forms G. Note, that the FOA always trumps the SF424 (R&R) Guidelines when it comes to two conflicting requirements. Moreover, if a Notice is published, the Notice then trumps the other three. If all also fails and you are still confused, then please do not hesitate to contact your HS SPPO Analyst for assistance.

The image below is for most instances. A grant transfer also has information in the GPS, so the GPS and the Application Guide (SF424 R&R Guidelines) would be considered the default instructions.

Helpful Additional Resources

Here are some additional helpful resources to assist you in completing your grant transfer application:

Topic	URL
Helpful NIH Page: Format Attachments	https://grants.nih.gov/grants/how-to-apply-application-guide/format-and-write/format-attachments.htm
Helpful NIH Page: Page Limits	https://grants.nih.gov/grants/how-to-apply-application-guide/format-and-write/page-limits.htm
NIAMS Specific Page: Change of Grantee Institution/Grant Transfers	https://www.niams.nih.gov/grants-funding/administering-grant/change-grantee-institution-transfers
NIAMS Specific Page: Moving to a Different Institution	https://www.nimh.nih.gov/funding/grant-writing-and-application-process/moving-to-a-different-organization

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