Proposal Initiation Form

Are you the Cal Poly Principal Investigator (PI) or Co-Investigator on this project? *

Yes

No

Person Completing This Proposal Initiation Form (PIF) *

Cal Poly PI Name *

Cal Poly PI Email Address *

Please only enter an @calpoly.edu address:

Cal Poly PI Department *

Co-PIs *

Will this project have Co-PIs?

No

Yes

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 *

Cal Poly is the lead/prime

Cal Poly will be a subrecipient/contractor

Sponsor *

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

Sponsor Contact

If available, provide sponsor contact information here:

Prime Sponsor *

Please indicate where the funds originate (e.g. NSF, NIH, IBM, etc.):

Proposal Deadline *

Earliest date documents are due to sponsor, or, if Cal Poly is subrecipient/vendor, to lead/prime:

Month

Day

Year

Date documents are due to pass-through entity *

Earliest date documents are due to sponsor, or, if Cal Poly is subrecipient/vendor, to lead/prime:

Month

Day

Year

Pass-through Entity *

Pass-through entity is the organization to which Cal Poly will submit sub-recipient documents.

Pass-through Entity Contact

If available, provide pass-through entity contact information here:

Working Proposal Title *

Request for Proposal (RFP) / Solicitation Document Type *

Link to RFP/Solicitation

Document Upload

Other Information

RFP / Solicitation Link

Please provide RFP/solicitation link here:

RFP / Solicitation Other Information

If no RFP/solicitation link/document available, please provide more information here:

Estimated Project Start Date *

Month

Day

Year

Project Duration *

Length of project in years/months:

External Collaborators

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

Additional Information

Please provide additional information you think would be helpful to your pre-award analyst:

Cal Poly Center or Institute Affiliation (if applicable) *

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):

No

Yes

Name of Cal Poly Center or Institute Affiliation *

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 page)
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.

Pre-Award Offices

Support for faculty and staff to obtain external funding opportunities

Corporate Engagement and Innovation (CEI)

Sponsored Programs (Post-Award)

Division of Research

The Proposal Initiation Form ("PIF") is used to obtain the information about your planned proposal and enter it into the Pre-Award Office work queue.

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