Corresponding with:
OSR Policy 200.3 Principal Investigator (PI) Eligibility

Procedure Statement

For any employee who is not a full-time, permanent EPA employee, a request to waive the UNC Chapel Hill’s PI eligibility policy must be submitted to OSR.

The steps below provide a guide for submitting such a request.


Research Administration Glossary at Carolina
A request for a waiver is only accepted when it comes directly from the department chair, dean or director (not a departmental administrator). It should be prepared on departmental letterhead. The request should be attached in RAMSeS with the eIPF in the form of a memorandum and include the following information:

  1. A rationale for the individual’s service as a lead PI. If the applicant has no prior experience as a PI, provide the name of the faculty member responsible for mentoring the applicant in technical and project management duties as a PI and the method for doing so.
  2. Confirmation in writing that the appropriate administrative and fiscal support staff and services are available to support the applicant in his/her role as a lead PI, throughout each stage of the project.
  3. A model waiver request is presented in the Sample below.

Revision History

The policies in the Office of Sponsored Research Policies & Procedures Manual supersede any OSR policies, procedures and appendices previously included in the University Business Manual, a publication of UNC Chapel Hill’s Division of Finance.

Sample of a waiver request:

To: OSR Proposal Management
From: Department Chair, Dean or Director
CC: Department or School Business Office
Date: 00/00/00
Re: PI Eligibility Policy Waiver Request
Please accept this formal request to waive the UNC Chapel Hill PI eligibility policy to allow NAME OF PROPOSED PI to serve as the lead Principal Investigator (PI) for NAME OF PROJECT AND APPLICABLE IDENTIFICATION NUMBERS IN RAMSeS.

Proposed PI’s Name has served as a key researcher for several years, serving as …”

As the Departmental Director, I will support Proposed PI’s Name throughout the proposal, award, and close-out stages of the project, accepting responsibility for oversight of the project. I confirm that DEPARTMENT or CENTER NAME has the appropriate administrative and fiscal support staff and services available to support Proposed PI’s Name as lead PI.

SIGNATURE (if hard copy) of
UNC Department Chair, Dean or Director Name