Purpose
To facilitate the transfer of equipment.
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Policy
OSU owned equipment (title code SI) may be transferred to other state agencies with or without an accompanying financial transaction.
State-owned equipment may be transferred to a non-state agency when:
- It is accountable to a current grant or contract that is transferred to another institution;
- When there will be a continuing collaborative research relationship between a departing faculty member and OSU that is expected to last at least two years. Equipment acquired on federal grants and contracts may be transferred without restriction. Equipment funded entirely or in part by state funds must be purchased by the new institution in an amount not less than the current depreciated value of the state-funded portion of the asset on OSU’s records.
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Procedure
Transfer to Another State of Oregon Agency
Transfer of Current Grant or Contract From OSU
Transfer of Equipment to Non-State Institution From OSU
Transfer to Another State of Oregon Agency
| Responsible Party |
Action |
| Transferring Department |
-
Complete a Property Disposition Request (PDR) form including information such as the receiving agency's name, address, telephone number and the agency's contact person.
- Obtain department head signature and send PDR to Property Management.
- Ship equipment to receiving agency's contact person.
- Receive acknowledgement that equipment was received.
|
| Property Management |
-
Remove asset record from inventory.
- Mail a copy of the PDR to the receiving agency.
|
Transfer of Current Grant or Contract From OSU
| Responsible Party |
Action |
| Principal Investigator (PI) |
- Notify the Office of Post Award Administration (OPAA) that s/he has accepted employment at another institution and intends to transfer the current award to the new institution.
|
Office of Post Award Administration (OPAA) |
- Upon PI's notification, coordinate transfer of grant or contract funds and equipment.
- If applicable, submit a copy of the sponsor's instructions to Property Management.
|
| Transferring Department |
-
Complete a Property Disposition Request (PDR) form including information such as the receiver's name, address, telephone number and the receiver's contact person.
- Obtain department head signature and send PDR to Property Management.
- Ship equipment to receiver's contact person.
|
| Property Management |
- Remove asset record from inventory.
|
Transfer of Equipment to Non-State Institution From OSU
| Responsible Party |
Action |
| Principal Investigator (PI) |
- Notify Department that s/he has accepted employment at another institution and requests permission to transfer equipment to the new institution. The request must include:
- a statement that collaboration will be continued while at the new institution, and
-
a complete list of equipment (both capital and minor) that will be needed to continue the activity.
|
| Transferring Department |
- Department Head approves or disapproves PI’s request. If approved, prepares a letter to Property Management summarizing the continuing collaboration and requesting permission for the transfer. Submits letter, list of all equipment to be transferred, and a Property Disposition Request (PDR form) for the capital equipment to be transferred to Property Management for approval.
|
| Property Management |
- Review asset records for eligibility to transfer; Notify department of decision, and any requirements (i.e., required buy-out of state-funded assets).
|
| Transferring Department |
- If transfer approved, arranges shipment of equipment to new institution.
|
| Property Management |
- Remove asset record from inventory.
|
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Additional Information
Oregon Revised Statute 351.210
Oregon Administrative Rule 580-040-0302
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Cross Reference
See PRO 900: Sponsored Research and Federal Property.
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