Inter-Institutional Transfers
Increasingly, researchers from different institutions are collaborating on research projects. As a result, there are policies and procedures in place regarding the transfer of funds between institutions. Inter-institutional transfers occur when the Principal Investigator (PI) is at the University of Ottawa and working with researchers from other institutions or when the PI is from another institution working with a University of Ottawa researcher. Transfers of funds may also occur when researchers from different University of Ottawa Departments/Faculties are collaborating on a project. The following links provide Research Managers with information on inter-institutional and intra-institutional transfer.
When the PI is at the University of Ottawa:When the PI is at another University:
When researchers are at the University of Ottawa, but in different Departments/Faculties:
When the PI is at the University of Ottawa:
If the grant is administered at the University of Ottawa and there is a request for a transfer of funds to researchers at other universities participating in the research project, the procedure is:
- The Principal Investigator from the University of Ottawa must contact Research Management Services and provide a written request for a transfer of funds;
- Research Management Services at the University of Ottawa will then contact its counterparts at the collaborating university;
- An agreement must be made and signed between the Directors of the responsible Services of both universities; and
- Once the agreement is signed by all parties, the University of Ottawa's Office of Research Management Services will request that Financial Services issue a cheque to the collaborating university.
Please note that Research Management Services must be advised of all transfers of funds to other universities before any funds can be transferred.
When the PI is at another University:
In order for a collaborating researcher from the University of Ottawa to receive funds from a Principal Investigator from another university, the University of Ottawa researcher must provide the following documents to Research Management Services:
- A completed "RE" form, containing all required signatures from the department and/or faculty;
- A copy of the application made by the Principal Investigator from the other university, including the budget;
- A copy of the notification of decision from the funding agency;
Once each of these documents has been provided, Research Management Services, will proceed to sign an agreement with the responsible Service from the other University and will open a project account once the agreement is signed.
When researchers are at the University of Ottawa, but in different Departments/Faculties:
If a PI wants to transfer funds to a collaborative researcher at the University of Ottawa who works in a different department or faculty, Research Management Services must again be contacted. Present a request, either written or via e-mail, to Research Management Services for the transfer of funds. Research Management Services will make a request to Financial Services for the transfer of funds to the appropriate cost centre and will take any other necessary action to ensure that the transfer of funds is completed.
In each of these three situations, applications for the transfer of funds will NOT be automatically executed year after year. These transfers of funds must be renewed every year to confirm that the research project is progressing as anticipated.
