This Checklist is a tool for Principal Investigators (PIs) and Departments, Labs and Centers (DLC) administrators to assist in ensuring that all pertinent activities are properly closed out and/or transferred for PIs transferring to another institution. This Checklist may not include everything, however it is an attempt to highlight the more common issues/concerns that complicate and potentially slow down the transition of a PI, or cause problems after a PI transfers to a new institution.
The list below is just an overview. Please see the checklist for specific tasks and responsibilities.
|Point of Contact||Task Overview||Area|
||Assigned Staff, Students, Lab Space|
|Committee on Animal Care (CAC)||
|Technology Licensing Office (TLO)||
||Intellectual Property &
Material Transfer Agreements & Data Management
|Export Control Officer||Ensure all restricted material currently under a technology control plan is transferred to a new responsible individual or disposed of properly. Notify and/or work with the Export Control Officer on this.||Export Control|
||Disposition of Equipment|
|Research Administration Services||
||Award and Proposal Management|
||Other Contractual Commitments|
Comply with the MIT Personnel Manual - Termination Procedures (6.5.1)
|Department Head of PI's Home DLC||
Investigator is informed to continue to disclose his/her Significant Financial Interests to MIT for as long as they are named as an Investigator on an active award administered by MIT in compliance with sponsor-specific requirements. Note: Departments should keep Kerberos accounts active in order for Investigators to be able to continue to complete their disclosures until the award is closed out.
Investigator informed to continue to file OPA forms for as long as he/she has an active MIT appointment - see opa.mit.edu
Ensure appropriate/required records are retained by MIT
|DLC Dept Head||
Ensure that the PI has developed an inventory of research data and other materials developed while at MIT and that MIT retains copies of research data developed by the PI and his/her lab while at MIT; provide records to sponsors and others as needed