Once you've selected a proposal type (and, for federal proposals, selected your opportunity), you will be asked on the following screen to name the proposal, select a PI and Organization, and assign a validation type.
If you're creating a Federal proposal, you'll see the opportunity you selected at the top. If you have selected the wrong opportunity, click Select a Different Opportunity to select another.
Otherwise, enter the information to create your proposal.
Name the Proposal
Your proposal name is the way the system will identify your proposal. This is different from the title of your proposal (which appears in field 11: DESCRIPTIVE TITLE OF APPLICANT'S PROJECT on the face page of the SF424RR). Your institution may have a naming convention for the proposal name.
Select the Principal Investigator
Scroll through the PI list and select the person who will be the PI on this proposal. If the PI you wish to select is not in the list, be sure to search for the PI, or click show all. If the PI still isn't listed, their profile may not indicate them as a PI under the eRA Roles section. If there are multiple PIs, select the one who will be the lead PI. Selecting a PI when creating a proposal is required.
Select the Organization
Select the primary institution for this proposal from the organization list. Choosing the organization when creating a proposal is optional, but recommended. You can also add or change the organization later while filling out the proposal.
Select the Number of Budget Periods
Select the number of Budget Periods that will be requested in the current proposal. Some grant mechanisms, like an NIH S10, only have a concept of a project period and no budget periods. In this situation, select 1 for the number of budget periods. Selecting the number of budget periods is required when creating a proposal, but this selection can easily be changed later when filling out the proposal.
Choose a Validation Type
Select an appropriate validation type for your proposal. For federal opportunities, choose the agency that sponsors the opportunity you have selected. This allows agency-specific validation rules to be applied to the proposal. If you are filling out a non-federal proposal, select "Other - Minimal".
For any federal proposal, Cayuse Proposals performs validations based on the Grants.gov XML schemas that are published with the application forms as well as those specific to the agency validation type you select.
The agency validation types are listed below:
| Validation Type | Description |
|---|---|
| NIH | Runs all the NIH validations. |
| NIH - Opt Out | This is shorthand for "opting out of limited validations." If your FOA is listed on the Opt-out page at NIH you should choose this option, which uses an alternative set of some NIH validations. For an explanation see the web page at NIH. Note: As of Cayuse 424 version 7.0, NIH has discontinued support for Opt-Out validations. Alternative validation guidance for opportunities with opt-outs is now provided by a web service. For historical purposes, the NIH Opt-Out selection remains in the Validation Type drop-down. You should still choose NIH - Opt Out for Opt-Out opportunities. The instructions in your FOA supersede any errors that Cayuse 424 may show. |
| NIH - Minimal | Only used for RC4 applications. |
| CDC | Loads NIH validations for CDC proposals. |
| CDC - Opt Out | Loads NIH - Opt Out validations for CDC proposals. |
| CDC - Minimal | Loads a subset of NIH validations for CDC proposals. |
| AHRQ | This HHS agency uses the NIH validations. |
| HHS - Other | Use for HHS proposals which don't fit into the above validations. |
| NSF | Use for National Science Foundation proposals. |
| NIFA | Use for National Institute of Food and Agriculture proposals. |
| CDMRP | Use for Congressionally mandated research programs. |
| ONR | Use for Office of Naval Research proposals. |
| NASA | Use for NASA proposals. |
| Other Federal Agency | This selects only the XML validations (Grants.gov). Use this for any Federal Agency not listed above. |
| Other - Minimal | For other miscellaneous proposals - this validation set is rarely used. |
You can also change your validation selection after you have started the proposal.
After choosing the validation type, click Create Proposal. The proposal will open and you'll see the included forms and other information.
Creating a Multi-Project Proposal
The information that appears when working with a Multi-Project Proposal is slightly different than what appears with other Proposals. For more information, take a look at Multi-Project Proposals.
NSF Program Solicitation Validation
The NSF Program Solicitation validation is used for specific types of NSF proposals where the opportunity instructions don't conform to standard NSF guidelines. Click here to learn more.