Proposal Initiation Form

The proposal initiation form ("PIF") 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 enable your Pre-Award Analyst to provide better and more focused proposal development assistance.

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. 

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

 
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Please only enter an @calpoly.edu address:
Will this project have Co-PIs?
Full name of the entity to whom Cal Poly will be submitting the proposal:
If available, provide sponsor contact information here:
Please indicate where the funds originate (e.g. NSF, NIH, IBM, etc.):
Earliest date documents are due to sponsor, or, if Cal Poly is subrecipient/vendor, to lead/prime:
Earliest date documents are due to sponsor, or, if Cal Poly is subrecipient/vendor, to lead/prime:
Pass-through entity is the organization to which Cal Poly will submit sub-recipient documents.
If available, provide pass-through entity contact information here:
Please provide RFP/solicitation link here:
Files must be less than 50 MB.
Allowed file types: txt rtf pdf docx pptx xlsx.
If no RFP/solicitation link/document available, please provide more information here:
Length of project in years/months:
If there are external collaborators for this proposal, please indicate who they are and their involvement:
Please provide additional information you think would be helpful to your pre-award analyst:
Please indicate if this project will be affiliated with an approved Cal Poly center or institute (for a list of approved centers, please see https://tinyurl.com/yduynrp7):
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