working together for a clean cayuse documents you need before you start budget budget justification...
TRANSCRIPT
![Page 1: Working Together for a Clean Cayuse Documents you need before you start Budget Budget justification Narrative Cost share (if available) Conflict of interest](https://reader036.vdocument.in/reader036/viewer/2022062518/56649e845503460f94b85db5/html5/thumbnails/1.jpg)
Cleaning Cayuse RecordsWorking Together for a Clean Cayuse
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Documents you need before you start
• Budget• Budget justification• Narrative• Cost 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)
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Who’s Who?
Prime Funder / Prime Sponsor(where the $$ starts)
gives $$ to
Prime Recipient
gives part of the $$ to
Sub-recipient
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Click “Summary” on the left
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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 used
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Proposal status
If proposal is… Use…currently being worked on – Incompletesubmitted – Submittedawarded – Awarded
(append award number to proposal title “[ProposalTitle]-0000000-Y#-of-#”)
will discuss in award data and “new money” training
not funded – Not Fundedwithdrawn 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 used
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Submission date
When blank, enter the sponsor deadline (unless field is greyed out)
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Submitted by
Enter your name in this format: Lastname, Firstname (unless field is greyed out)
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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.”
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Conflict of Interest & Cost Share
Conflict of interest – if not available, upload upon receiptCost Share – if available
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Sponsor data
Proposal type:• Federal• State• Industry (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 Berkeley
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Project data
Type of Agency (Prime Funder):• Federal• State• Industry (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 Funder
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Compliance data
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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,combine dollar amounts from multiple years into Period 1
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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,combine 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.
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Click “Documents” on the left
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Upload these documents:
• Budget• Budget justification• Narrative• Cost share (if available)• Conflict of interest
(if not available, upload upon receipt• Proposal (if not submitted through
Cayuse)• Sub-recipient documents , if applicable
and if not submitted through Cayuse)• Award document (if funded)
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You’re done with this proposal!