Updated SPA Processes - Change of PI and new Departing PI form
Memo sent to RAC 7/2/25
Dear Colleagues,
Please see the below message for two important announcements.
KR Routing Required for Change of PI
Effective immediately, all Principal Investigator (PI) changes must be routed through the Proposal Development module in Kuali Research (KR). This update is necessary to ensure that all required certification questions are properly collected and documented.
In KR, please use the “Change in PI/Dept.” proposal type. In the attachments section of the proposal, the minimum attachments should include the scope of work, updated budget, and any other documents that the sponsor may require.
This could include the following:
- Request Letter that includes justification for the change
- Biographical Sketch for the new PI
- Other Support information for the new PI
- Revised MPI Plan
- Certifications for Trainings, etc.
Routing these changes through Kuali Research will help maintain compliance and improve the accuracy of our records. If you have any questions or need assistance with the routing process, feel free to reach out. We ask that you disseminate this information to all relevant personnel within your departments and ensure that this process is followed for all future PI changes.
Additional information can be found in the Award Management section of the SPA website.
New KB Departing PI Form
SPA is excited to announce a new KB form for use when a PI is departing UMB. The new KB form replaces the current online form and will gather the appropriate information needed to either name a new investigator, transfer the award to another institution, or terminate the award.
In KB, look for this icon:
Completion of the Departing PI form does not substitute for the new requirement to route PI changes through KR. On the Departing PI form in KB, for those awards that will remain at UMB under the direction of a new PI, please indicate that a KR routing is in process and provide the KR number if known.
Instructions for completing the KB form can be found here
Thank you to those Department Administrators that helped test this new KB form!
Please let me know if you have any questions.
Thank you,
Jill
Jill A. Frankenfield
Associate Vice President, Sponsored Programs Administration
UMB Departing Investigator form (UMB login required)