PI/PD Responsibilities

Pre-Award

  • Review sponsor program guidelines and solicitations
  • Inform Department Chair/Supervisor, Dean/Director, and Vice President if not within Academic Affairs by submitting the Intent to Submit Worksheet
  • Prepare the technical proposal, budget, and related materials
  • Assure proposed project is appropriate and in-line with departmental, college, division, and institutional mission
  • Work with OR&G and Office of Grants & Contracts to complete pre-award subcontract paperwork requested by lead institution (when applicable)
  • Discuss any cost sharing/matching dollars with your Department Chair/Supervisor, Dean/Director, Vice President (if applicable) and the Assistant Vice President of OR&G
  • Discuss issues regarding reassignment time with your Department Chair/Supervisor, Dean/Director, Vice President (if applicable) and the Assistant Vice President of OR&G
  • Discuss any modifications with indirect cost breakdown/allocation (other than the allocation already established by the University) with your Dean or Vice President and Assistant Vice President of OR&G
  • Review, discuss, and satisfy all federal, state, and UCO regulatory research requirements (i.e. use of human subjects, animals, etc.) with the Chair of the UCO IRB and/or Chair of the UCO IACUC
  • Complete and sign the External Grant Proposal Routing Form; obtain the signature of your Department Chair/Supervisor, Dean/Director, and Vice President (if applicable); then forward to the OR&G
  • Coordinate submission of proposal to sponsor/funding agency with the OR&G; if online submission through Grants.gov is required, the OR&G will submit for PI/PD

Post-Award

  • Review and approve the term and conditions of the award
  • Provide a copy of the award letter to the OR&G and Office of Grants & Contracts
  • Conduct the research/program within the scope and objectives of the proposal
  • Review federal grant terms and conditions concerning allowable expenses (when applicable)
  • Oversee grant budget management and authorize all expenditures
  • Satisfy and adhere to federal, state, and UCO regulatory research requirements and biosafety hazards
  • Initiate hiring/reassignment of personnel working on the sponsored research/program
  • Manage project personnel including time and effort reporting (report to Office of Grants & Contracts)
  • Complete interim and final technical reports
  • Initiate request and provide oversight for re-budgeting, cost transfers, and carry forwards (work with Office of Grants & Contracts)
  • Provide information on closing reports (work with Office of Grants & Contracts)
  • Retain project data and materials as required