Cayuse SP Step by Step Instructions

Transcription

1 Last updated: 2/11/16 Cayuse SP Step by Step Instructions Initial page upon login to Cayuse *Firefox is recommended browser Click here to start brand new proposal. General note of caution if you remain too long on a Cayuse page without making any entries, the program will log you out, and you will lose any data that has not been saved. Click here to work on existing proposals, or use submitted proposals as a template for new ones.

2 General Info page Click on box and enter 1 2 key words to search/select funding agency. Type an abbreviated title to distinguish from other proposals in Cayuse SP. Click calendar buttons and select start and end dates. Choose activity code. Choose proposal type and instrument type. Click Save and a green check mark appears by the completed section in the navigation menu. Click on other sections to advance. It is not necessary to complete them in order. If info is omitted or entered incorrectly, red warnings appear at top of page and need to be cleared in order to proceed. Choose Submission method. Use Cayuse 424 in place of Grants.gov Click and choose CEOAS Oceanic and Atmospheric Sciences. Click and search/select Stephanie Pearse or Kelsey Herman. Click calendar and select sponsor deadline. Enter time if specified. Cut/paste title of project. Must be identical to title in FastLane. Paired proposals are addressed more fully in the Proposal FAQs document on the CEOAS proposal webpage. Save

3 Investigators page For each Senior Personnel, click on Last Name box and search/select person. This will autofill the person s phone, e mail and dept. (Other personnel are optional.) Select role for each person. Enter the total # of months each person will work on this project. Clicking on Person Months will open a Conversion Chart (Excel). This should always be 0%. Calculate Sponsored Effort by dividing total person months for that person by total project months (start to end date). The first person entered is automatically the lead PI. Save when done. If left blank, the Cost Shared Effort % and Allocation of Credit % will auto fill. When adding a Co PI, set their role to Principle Investigator. This will create a requirement for the Co PI to certify the proposal.

4 Budget page Choose Summary (preferred). (Autofill only if paired with 424 proposal). Choose # of budget periods (yrs). Click calendar buttons and select start and end dates for current budget period. Choose if cost sharing is required. If cost sharing is required, it needs prior approval work with Kelsey or Stephanie. Click in box to choose rate. If your rate is not in the system, enlarge the box, and type in the correct rate. The Use calculated values box is commonly checked. Enter proposal budget amounts where indicated. Some fields will auto calculate. Answer question. If yes, additional info and prior approval are required. Save Click Save, and then the next link

5 Conflict of Interest page In general, #1 = yes, #2 = no. Click Save, and then the next link

6 Regulatory Compliance page In general, #1 = no, #2 = no (auto filled). This box is commonly checked in CEOAS if it is, Sponsored Programs will follow up with you. Click Save, and then the next link

7 Subawards page If you have a subaward, follow these instructions. Click in text box and search for Subcontractor. If the subcontractor is not listed, visit this Sponsored Programs webpage* to register them. If you have nothing to add, click here and go to the next link in the navigation menu. * sponsored programs/webform/cayuse sponsorsub contractor registration form

8 Export Control page In general, the answers to #1 3 are all no. Only indicate foreign travel if it is included in this proposal budget. Click Save, and then the next link

9 Intellectual Property page If you need further information, contact the OCCD office at FAQs can be found here: In general, the answers to #1 7 are all no, which is already autofilled. Click Save, and then the next link

10 Outreach & Engagement page Total must = 100%. The percentages should align with your project objectives. (The numbers here are examples only.) Click Save, and then the next link

11 Location of Sponsored Activities page Total on this page must = 100%. Corvallis is not sufficient for on campus location must specify where. If you are on a research cruise for these categories, choose the closest land mass as your location.

12 Proposal Abstract page Choose yes or no. Abstract must be consistent with statement of work. Click and select Science Code that best describes your research from the drop down menu. Click Save, and then the next link

13 Proposal Attachments page For each required and supplementary document, browse for the file, select document type from the drop down menu, and add it.

14 Approving Departments page This section is addressed more fully in the How to set up CEOAS routing in Cayuse SP document on the CEOAS proposal webpage. The routing information for #1 is auto filled. Make sure that Dept # is always listed last. Search for this Dept # by clicking in the box, and then adding it to the routing list. Click here and then the next link

15 Submission Notes page This section can be used to clarify anything necessary to Approving Depts and Sponsored Programs (e.g., using actual vs estimated OPE rate, salary increases). Type note and then click add note. When finished and double checked, click here to start routing proposal for signatures.