Investment Funds Request Form Template

Application form for Investment Fund for the Future (IF2) and Investment Fund for Core Needs (IFCN).

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What type of funding are you looking for?

  • F2 - Investment Fund for the Future - For new projects, to provide one-time seed funds to jump start projects of impact that advance the Goals of the College's Strategic Plan, Building A Better Brockport 2017-2022. Funds may not be used to support new faculty lines of any sort.
  • IFCN - Investment Fund for Core Needs - For new projects, to provide one-time funds to support pressing unbudgeted or under-supported academic/operational/administrative needs, as well as initiatives that will build long-term capacity, such as staff development, investment in infrastructure, and risk management initiatives. Funds may not be used to support new faculty lines of any sort.

Read This First - How to submit this Request for Funding:

Project Lead:

  1. Complete the form.
  2. Enter your signature and submit the form.
  3. Your sponsor(s) will review the form AFTER it is submitted.

Questions?

  • MachForm functional questions, contact Pat Maxwell, pmaxwell@brockport.edu
  • IFCN or IC2 proposal questions, contact Denise Copelton, dcopelto@brockport.edu

Request Form Template 

PROPOSAL SUMMARY

*Title:
*Project Lead Name:
*Project Lead Department:
*Project Lead School/Division:
*Project Lead email address:          
*Did you receive IF2/IFCN funding for 2017/18?           

  • Yes -  Note: If yes, you will be prompted to identify the title of the funded request.
  • No.  

PROPOSAL SPONSORS

Check the box below if:

  • This proposal is cross-unit; It will be managed by more than one school and/or division.

*Sponsor 1: Name of Sponsor

Sponsor 2 (If proposal is cross-unit):

  • Name of Sponsor 2
  • Sponsor 2 School/Division

Sponsor 3 (If proposal is cross-unit):

  • Name of Sponsor 3          
  • Sponsor 3 School/Division

A. PROPOSAL DESCRIPTION & IMPACT

*A-1. Description of the Initiative

*A-2. Impact Statement: What change will this project deliver in the short term? What are the expected longer term impacts?

B. STRATEGIC ALIGNMENT

*B-1. Outline the ways in which the proposed investment will contribute to the College Strategic Plan Goals, and if appropriate, their Measures of Success.

Your narrative must:

  1. Identify the primary strategic goal, and
  2. Be explicit in describing how the project contributes to the goal(s).

C. SUSTAINABILITY

*C-1. How will this initiative become self-sustaining beyond the initial funding period?

D. IMPLEMENTATION PLAN

*D-1. Identify the specific activities to be funded from the Investment Fund.  Provide an estimated timeline for implementation and for activities anticipated to be ongoing.

E. CONSULTATION

Confirmation that required consultation has occurred, where applicable.

E-1. For requests involving technology:  Indicate whether the Chief Information Officer (Bob Cushman or his designee) has reviewed this proposal and verified potential costs as it relates to technology.

  • Yes - please attach proof of consultation (e.g., email or letter) in section H-2 of this form.          
  • No
  • Not Applicable 

 E-2. For requests involving facilities: Indicate whether the Director of Facilities & Planning (John Osowski or his designee) has reviewed this proposal and verified potential costs as it relates to facilities.

  • Yes - please attach proof of consultation (e.g., email or letter) in section H-2 of this form.          
  • No
  • Not Applicable 

 E-3. The Project Lead has confirmed other required resources with the appropriate supervisor.

  • Yes - please attach proof of consultation in section H-2 of this form.     
  • No
  • Not Applicable 

 E-3.1 Enter supervisor's name (if answer to E-3 is ‘Yes’).

F. BUDGET & OTHER FUNDING SOURCES

*F-1. Upload your itemized budget here.  Use the Budget Spreadsheet (Excel format ONLY).          

*F-2. Total Amount Requested from IFCN or IF2:

F-3. This proposal includes (check as many as apply):

  • Cost sharing.
  • A faculty stipend.
  • A staff stipend. 

F-4. Have you considered applying to any of the following funding sources* for this proposal?  Select all that apply.

  • Facility Alteration Projects -  Improvements and/or significant renovations/changes (as opposed to maintenance or repair) to campus facilities, typically costing more than $1,500.          
  • Internal Loan Fund- When a unit has some funds to apply, this can provide up to 75% of total project cost, while remains are covered by unit; loan to be repaid over the following five years in equal annual payments, no interest.     
  • MCM Fund- Minor Critical Maintenance Fund - For alteration requests (need better description and perhaps dollar range)     
  • LEEP Fund - Learning Environments Enhancement Project            <b>I don't know</b> (the review team can determine best fund for your project)             
  • Other, identify:                  

F-5. Is the success of the project contingent on receipt of funds from any additional funding source(s)?

  • No
  • Yes, please explain:

G. ASSESSMENT PLAN

*G-1. How will you assess/measure the effectiveness of this initiative? Provide anticipated outcomes and specific measurements for success.

H. ADDITIONAL INFORMATION

H-1. Please provide any additional information to assist in the review of the proposal, including why the initiative cannot be funded from divisional resources.            

H-2. Supplemental Materials:  Upload up to 3 supplemental files here (not required)

You can upload up to three files providing any supplemental information that might assist in the review of your proposal. These files can be images or related materials.

If request involves technology or facilities, please attach proof of consultation with appropriate designee. See section E for clarification.

SIGNATURES

Directions for Project Lead:

  1. Enter your signature and submit your application.
  2. Your sponsor(s) will review and sign the form AFTER you have submitted it. 

*Project Lead Signature:

Project Lead Email:

 

 

This is a template. Please use the Investment Funds Request Form for an actual submission.

Last Updated 1/31/18

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