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Proposal Information

General proposal information

Applicant Name: Cal Poly Pomona Foundation, Inc.

Address: 3801 W. Temple Avenue, Pomona, CA 91768-2557

DUNS Number: 028929438

Cage Code: 2F321

Entity Identification Number (EIN): 95.2417645

Congressional District: CA-035 and CA-039 (BOTH)

Authorized Organizational Representative (AOR): G. Paul Storey, Executive Director

Animal Welfare Assurance Number: A3344-01 (through 12/31/15)

Federal Wide Assurance Number (FWA): FWA00001759 (through 02/10/20)

Fringe Benefits:

The following fringe benefits rates are applicable to Cal Poly Pomona Budgets under externally funded Grants and Contracts:

Faculty, Academic Year:

             Actual rate for that faculty member (when known), or

            The average rates as shown below:

            College of Agriculture: 38.4%

            College of Engineering: 39.8%

            College of Science: 42.4%

            All other colleges: 40.2%

Faculty, Summer: 13%

Faculty, Overload: 13%

Foundation Staff, Full time: 44%

Foundation Staff, Part time: 13%

Students, Academic Year: 8%

Students, Summer: 13%

(updated 052413)

Facilities & Administrative Costs (F&A) rates: Negotiated with DHHS, Modified Total Direct Costs (MTDC) base

Effective for start dates beginning 7/1/11

  • Organized Research: 45%
  • Instruction: 48%
  • Other Sponsored Activities: 32%
  • Off campus: 26%

ICR Distribution to PI's (04/30/2012)

Fundamentals differences between old and new calculations methods:

New Method: The PI receives 11% of the Net ICR (after removal of the 4.5% foundation fee)

1. In the new calculation, the distribution to each Principal Investigator depends only on the PI’s individual grants, not on the activities of other PI’s in the College or on the total ICR collected by the college. Removing interaction among the grants makes the result predictable for the PI. The distribution is based only on the grant expenditures, the ICR collected, and the CPPF admin fee. It is a straightforward calculation for any time period and even for the overall grant.

Calculate the PI distribution as:
CPP Admin Fee (foundation fee) = 4.5% of Expenditures
Net ICR = ICR Collected – CPPF Admin Fee
If Net ICR > 0, PI distribution = 11% of Net ICR
If Net ICR <= 0, the PI’s distribution is zero

2. Why was’t it done this way before? The college-level calculation was created years before the PI-level calculation. Distribution to the PI's was built up afterward, initially as a share of the funding that went to their college and later as a variable percentage that sought to even out the distribution among PI's in different colleges. In each version, the distribution calculation became more complicated. The new proposal, to unravel the layers, will produce a simpler and faster result across the board. The return to the PI will be more clear and immediate, which should be motivating for faculty to apply for grants with higher ICR rates.

3. College-level distributions are no more or less predictable than in the prior calculation, but they will be more timely because the steps leading to distribution have been simplified. College-level Net ICR is the amount remaining after the CPPF Admin Fees and the PI Distributions are removed from the total ICR collected. If a college Net ICR is less than or equal to zero, the college will receive no ICR distribution. Colleges with a Net positive ICR proportionally share coverage for the Net Negatives and funding for the ORSP budget.

4. For various reasons, in recent years the distribution of ICR to the colleges has taken up to a year or more. With this and other changes, we hope to reduce this time down to about one quarter after the quarter in which the grant money is spent by the PI. This will be an advantage both to the PI and the College.

5. Variations in ICR rates among the grants still play an important role. In quarters with high expenditures from grants with low or zero ICR, the funding returned to the colleges will be lower than in quarters with low expenditures from these grants. Handling this variation at the college level preserves the maximum distribution to the colleges at any given time. The alternative of a fixed percentage at the college level would require designating funding for a flexible pool at some higher level to handle variations, and this reserve would diminish college returns overall.

6. In working with the Foundation, discrepancies sometimes arise between the total reported for administrative fees and the amounts calculated for individual grants. These discrepancies have often slowed down distributions to colleges by many weeks or months. However, with the new technique and with better communication with the Foundation, we have found the discrepancies are quite small, usually a matter of rounding error.

Additional Information

Student Salary Schedule (PDF) - Link to information on Cal Poly Pomona Foundation web site

Informational Resources (DOC)  - Links to demographic data and general information on Cal Poly Pomona, City of Pomona, CSU system, etc.

Acronyms and Definitions - List of commonly used grant-related acronyms, terms, and their definitions.