Proposal Initiation Form

The proposal initiation form is used to obtain the information about your planned proposal that will enable your Pre-Award Analyst to initiate your proposal in our work queues and systems.

The information on this form is the minimum needed to initiate a proposal, so please provide answers to all of the questions. This will also allow your Pre-Award Analyst to provide better and more focused proposal development assistance.

If you have any questions about this form, please reach out to the Grants Development office at grants@calpoly.edu.

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Pre-Award Deadlines for Routing Documents

Required PI milestones for grant submissions:
1.       Milestone #1 – As soon as the opportunity is identified – Submission of Proposal Initiation Form (on this site)
2.       Milestone #2 – At 8 AM on 20 working days in advance of the submission deadline date or target submission date – Confirmation of proposal details
3.       Milestone #3 – At 8 AM on 15 working days in advance of the submission deadline date or target submission date – Budget wish list/framework
4.       Milestone #4 – At 8 AM on 10 working days in advance of the submission deadline date or target submission date – Complete budget draft, budget justification draft (if required)
5.       Milestone #5 - ROUTING DEADLINE – At 8 AM on 7 working days in advance of the submission deadline date or target submission date – Final ready-to-route budget, budget justification (if required), proposal summary, facilities use and other campus commitments statement
6.       Milestone #6 – FINAL DEADLINE- At 8 AM on 2 working days in advance of the submission deadline date or target submission date – Final ready-to-submit documents
PLEASE NOTE: THE ACTUAL SUBMISSION DEADLINE DAYS ARE NOT TO BE COUNTED IN THE MILESTONE DATE CALCULATIONS.

CP PI Name *

Full name of the Cal Poly project principal investigator (PI).

CP PI Email Address *

PI's Cal Poly email address

CP PI Department *

CP Co-PI *

Will this project have Cal Poly co-PIs?

1st Co-PI Name (if applicable) and institution

2nd Co-PI Name (if applicable) and institution

3rd Co-PI Name (if applicable) and institution

4th Co-PI Name (if applicable) and institution

Cal Poly's Role *

Pass-through Entity *

Full name of the entity to whom Cal Poly will be submitting the proposal.

Pass-through Entity Contact

Solicitation *

Is there a solicitation for this proposal?

Solicitation Link *

If applicable, include URL for the sponsor or solicitation

Solicitation Document *

Attach solicitation or sponsor request for information if applicable (5 MB maximum)
Files must be less than 5 MB.
Allowed file types: txt rtf pdf doc docx ppt pptx zip.

Deadline Type *

What type of submission deadline does this proposal have?

Submission Deadline *

What is the proposal submission deadline?

Proposal Deadline *

Date that proposal is due to the sponsor.

Month

Day

Year

Target Proposal Submission Deadline (if applicable)

Target date that you want the proposal submitted to the sponsor when there is no sponsor-required submission deadline.

Month

Day

Year

Working Proposal Title *

Estimated Project Start Date *

Month

Day

Year

Project Duration *

Length of project in years/months

CP Center or Institute Affiliation, if any

Is this project affiliated with an established CP campus center or institute? If so, please indicate which one.

External Collaborators

If there are known external collaborators for this proposal, please indicate who they are and their involvement.

Other Applicable Information

Please enter any other information you think would be helpful to your proposal analyst.

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Pre-Award Offices

Providing services in support of faculty & staff off-campus funding opportunities

Proposal Initiation Form

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