Cleaning Cayuse Records - PowerPoint Presentation

Slide1

Cleaning Cayuse Records

Working Together for a Clean CayuseSlide2
Documents you need before you start

BudgetBudget justificationNarrativeCost share (if available)Conflict of interest (if not available, you will need to upload upon receipt)Proposal (if not submitted through Cayuse)Sub-recipient documents (if applicable and if not submitted through Cayuse)Award document (if funded)Slide3
Who’s Who?

Prime Funder / Prime Sponsor(where the $$ starts)gives $$ toPrime Recipient

g

ives part of the $$ to

Sub-recipientSlide4
Click “Summary” on the leftSlide5
Proposal title

Formats:Most proposals: [PILastname]-[PrimeFunder]-[SubmissionDate] Cookston-NIH-02/25/14

If another institution is the prime recipient and we are a sub:

[

PILastname

]-[

PrimeFunder

]-[

PrimeRecipient

]-[

SubmissionDate

] Cookston-NIH-UCB-02/25/14

Preliminary proposal: [PILastname]-[PrimeFunder

]-Prelim-[SubmissionDate] Cookston-NIH-Prelim-02/25/14

Proposals submitted through Cayuse with subs:

If

SFSU is the prime recipient

and we have subs, begin title

of each sub “

sub-[

SubRecipient

]-”

sub-UCB-Cookston-NIH-02/25/14

Commonly usedSlide6
Proposal status

If proposal is… Use…currently being worked on – Incompletesubmitted – Submitteda

warded –

Awarded

(append award number to proposal title

“

[

ProposalTitle

]-0000000-Y#-of-#

”)

will discuss in award data and “new money” training not funded – Not F

undedwithdrawn by PI – Abandoned

Proposals submitted through Cayuse with subs

:

sub-recipient records when SFSU is the prime recipient,

Use

Exported

(This prevents double-counting of dollars)

Commonly usedSlide7
Submission date

When blank, enter the sponsor deadline (unless field is greyed out)Slide8
Submitted by

Enter your name in this format: Lastname, Firstname (unless field is greyed out)Slide9
Investigator data

If Division is blank, enter as show below:Academic AffairsAdministration & FinanceColl. Liberal & Creative ArtsCollege of BusinessCollege of EducationCollege of Ethnic StudiesColl. Health & Social SciencesColl. Science & EngineeringStudent Affairs

If Department is blank,

enter according to the “Department

& Division/College List.”Slide10

Conflict of Interest & Cost ShareConflict of interest – if not available, upload upon receiptCost Share – if availableSlide11
Sponsor data

Proposal type:FederalStateIndustry (for profit)Foundation (non profit)Other (must enter either “local gov’t” or “international”)

Who we submit to

If we are the prime recipient

, this information will be about the prime funding agency,

for example, NIH.

If we are a sub-recipient

, this

information will be about the prime recipient,

for example, UC BerkeleySlide12

Project dataType of Agency (Prime Funder):FederalStateIndustry (for profit)

Foundation (non

profit)

Other

(must enter either

“local gov’t” or “international”)

Actual proposal title at time of submission

If we are

a sub-recipient,

who is Prime Funder?

All fields refer to the Prime

F

underSlide13
Compliance dataSlide14
Budget data

Complete all fields based on final submitted proposal budget. Do not use dollar amounts from PI Checklist. If Preliminary, enter $1 in Direct Cost Field.

If proposal was not submitted through Cayuse,

c

ombine dollar amounts from multiple years into Period 1Slide15
Award data (if proposal was funded)

All fields are mandatory and the following needs to happen:Proposal status need to be reflected as awarded award document must be uploaded

append

award number to

“[

ProposalTitle

]-

0000000-Y#-of-

#”

If proposal was not submitted through Cayuse,

c

ombine dollar amounts from multiple years into Period 1

Only if

whole award was not provided upfront and

will receive in subsequent years.

If it is a supplement / amendment with additional funding, create new record

to capture

new money.

Slide16
Click “Documents” on the leftSlide17
Upload these documents:

BudgetBudget justificationNarrativeCost share (if available)Conflict of interest (if not available, upload upon receiptProposal (if not submitted through Cayuse)Sub-recipient documents , if applicable and if not submitted through Cayuse)

Award document (if funded)Slide18

You’re done with this proposal!