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Creating a Proposal in SP Classic

Emily Yeomans
  • Updated

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If you use Cayuse SP primarily as a PI or researcher, you can easily create a new proposal from the start page of Cayuse SP. You will be prompted to enter some general information about the proposal before saving it. 

Creating a Proposal

  1. Click on My Dashboard, and click on Start New Proposal.

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  2. Fill out Sponsor Information and General Information for your proposal. All fields marked with a red asterisk are required. You can click on 2018-12-05_11-39-43.png for help with locating information for the field.
  3. Click Save at the bottom of the page. 

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Sponsor Information

  • Sponsor (required): This is usually the sponsor whose name will be on the check to the institution, or to whom the central administration office will send invoices. If the sponsor is not listed, contact your system administrator to add a record for the sponsor.
  • Funding Opportunity/Sponsor Application Number (optional): Enter the alphanumeric opportunity or sponsor application number. These numbers are generally provided by the sponsor.
  • Sponsor Program Name (optional): Enter the program name provided by the sponsor for this proposal.
  • Proposal Guideline URL (optional): Enter the website address of the guidelines or instructions associated with the sponsor's application.
  • Prime Funding Agency (optional): Enter the name of the prime funding agency if your institution is receiving a subgrant or subcontract from an intermediate source. For example, if NIH awards a grant to Cayuse University, and Cayuse University awards a subgrant to your institution, then NIH would be the prime funding agency.

General Proposal Information

  • Admin Unit (required): Select the lead unit that will manage the project.
  • Primary Administrative Contact (required): Select the research assistant or other designee who will serve as the contact person for this project during post-award.
  • Short Project Name (required): Enter the title used for reference in Cayuse SP. This is equivalent to the proposal name in Cayuse 424.
  • Project Start and End Dates (required): Select a start and end date for the project.
  • Activity Code (optional): Click to choose the appropriate activity type from the pop-up window. You have the option of choosing Research, Clinical Trial, Fellowship, Instruction, Other, or Other Sponsored Programs.
  • Proposal Type (required):
    Supplement: Select if requesting additional new dollars, extending period of performance, or requesting a change in the scope of work on an existing award.
    New: Select if you are requesting new dollars NOT associated with an existing contract or grant.
    Non-Competing Continuation/Progress Report: Select if requesting release of dollars previously committed by the sponsor for an existing contractor grant.
    Resubmission or Amendment: Select if a previously submitted proposal is being reviewed for funding by the sponsor. The submission of a revised request would occur due to revised personnel, cost share, or budget.
    Renewal (competitive): Select if requesting new dollars for continuation of an existing award to establish a new budget period.
    If the proposal doesn't meet one of these types, contact your central administration office to discuss the specific circumstances.
  • Instrument Type (required): Select the appropriate agreement out of Contract, Grant, Fellowship, NIH Grant, Clinical Trial, Incoming Contract, or Cooperative Agreement.
  • How will this proposal be submitted? (optional): Select the submission method for the proposal. Choose one of the following: Cayuse 424, Grants.gov forms, FastLane, Sponsor website, Email, Paper, or Other. Paper submissions will require you to enter number of copies required, sponsor's mailing address, and contact phone number.
  • Affiliated Units (optional): Select units at your institution that will contribute space, personnel, or equipment to this project. To remove a unit or center from this list, click Click Here to Choose Affiliated Unit, uncheck the unit, and click Select at the bottom of the list. 
  • Sponsor Deadline (required): Enter the date by which the proposal must be postmarked or received by the sponsor.
  • Title of Project (required): Enter the full title of the proposal that is being submitted to the funding agency. This title should match the title on the cover letter, face page, and abstract to the sponsor.

Creating a Paired Proposal

Click here to learn more about pairing proposals with Cayuse 424.

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