Want to start a grant proposal?

THE (only) WAY TO GET A PROPOSAL STARTED IN OUR OFFICE IS TO COMPLETE THE "PROPOSAL INITIATION FORM" ("PIF").

CLICK ON THE PIF BUTTON BELOW TO OPEN THE FORM. IT WILL AUTOMATICALLY BE SENT TO THE OFFICE THAT WILL BE HANDLING YOUR PROPOSAL.

ALSO: PLEASE READ THE IMPORTANT INFORMATION BELOW THE PIF BUTTON.

Button linking to Proposal Initiation Form

DUE TO EXTREME STAFFING SHORTAGES IN OUR UNITS, WE HAVE PUT INTO PLACE NEW MILESTONE DATES FOR OUR PROPOSAL DEVELOPMENT PROCESS. 

THESE MILESTONE DATES FORMALIZE THE PROPOSAL PROCESS OVER AN EXTENDED TIME.

This policy update will require earlier planning and more rapid responses on the PI's part, but please understand that this formal process for earlier and continual communication between PIs and their Analyst is both a necessary solution to our near-term staffing issue as well as a path towards more comprehensive PI support when we are able to fully re-staff. 

We will provide a clear schedule of milestones after you initiate a proposal with us.

Meeting these milestones is the responsibility of the PI. 

IF MILESTONES ARE NOT MET, DEADLINE-DRIVEN PROPOSALS WILL FALL OFF THE LIST AND NOT BE SUBMITTED. 

Milestone Schedule

Please note: The submission deadline days are NOT included when calculating the working days.

Milestone #1As soon as the opportunity is identified: Submission of Proposal Initiation Form (found on the preaward.calpoly.edu website)

Milestone #2 – 8 AM on 20 working days in advance of the submission deadline date or target submission date: Confirmation of proposal details

Milestone #3 - 8 AM on 15 working days in advance of the submission deadline date or target submission date: Budget wishlist/framework

Milestone #4 - 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)

Milestone #5 - ROUTING DEADLINE – 8 am on the day that is 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.

Milestone #6 – FINAL DEADLINE: 8 am on the day that is 2 working days in advance of the submission deadline date or target submission date: Final ready-to-submit documents in the sponsor-required format and using the sponsor-required file-naming conventions to avoid confusion and better facilitate a sponsor-compliant submission.

 

Proposals will be prioritized on a first-come, first-served basis, based on the receipt of the Proposal Initiation Form available from the pre-award website. Proposals without deadlines will be assigned a target submission date that aligns with the milestones above and availability in the pre-award queue at the time of receipt of the Proposal Initiation Form.; The target date will be discussed with the PI during the initial intake process to confirm readiness to meet the milestones and the target deadline.

Milestone dates are go/no go points. Missing these deadlines will prevent the proposal or augmentation from being submitted to the sponsor.

 

For proposals without formal deadlines, missing a milestone will cause the proposal to be placed at the end of the queue with the target dates reset once it has been confirmed that the PI commits to submitting under the new timeline.

Even though this change in framework for proposal submission was triggered by our current staffing limitations, we are genuinely excited by the positive impact that earlier planning will have on our ability to produce high-quality, competitive proposals.  Thank you in advance for your support.

NEW MILESTONE TIMELINE EXAMPLE:

Sponsor deadline Sponsor proposal submission deadline

    Wednesday,           August 31

Milestone 1 As soon as the opportunity is identified: Submission of Proposal Initiation Form (found on the preaward.calpoly.edu website)        ASAP
Milestone 2 At 8 AM on 20 working days in advance of the submission deadline date or target submission date: Confirmation of proposal details          8 AM on               Wednesday,               August 3  
Milestone 3 At 8 AM on 15 working days in advance of the submission deadline date or target submission date: Budget wishlist/framework          8 AM on              Wednesday,           August 10
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)        8 AM on              Wednesday,            August 17
Milestone 5

ROUTING DEADLINE8 am on the day that is 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.

8 AM on

Monday, August 22

Milestone 6

FINAL DEADLINE - 8 am on the day that is 2 working days in advance of the submission deadline date or target submission date: Final ready-to-submit documents in the sponsor-required format and using the sponsor-required document-naming conventions.

8 am on

Monday,

August 29

Each milestone date is a go/no-go point. Missing any of the deadlines will prevent the proposal or augmentation from being submitted to the sponsor. 

 

Related Content