Responsible Officer: Associate Vice Chancellor for Research
Responsible Unit: Office of Sponsored Research
Effective date: July 1, 2008
Last revised on: December 19, 2017

Corresponding with: OSR Policy 200.3 – PI Eligibility

Procedure Statement

For any employee who is not a full-time, permanent EPA employee, a request to waive the University’s PI eligibility policy must be submitted to, and approved by, the Office of Sponsored Research (OSR).

Forms/Instructions

A request for a waiver should be signed by the Department Chair, Director or Dean. It should be prepared using departmental letterhead and in the form of a letter. The request should be attached in RAMSeS with the eIPF 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:
  4. Subject: 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].

    [BRIEF JUSTIFICATION FOR PI SERVICE].

    As the [DEPARTMENTAL CHAIR, DEAN or 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.

    Sincerely,
    [SIGNATURE OF]
    UNC Department Chair, Dean or Director

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 Finance Division.