Cayuse SP: Navigation, Routing, Certification, and Emails
Cayuse 424: Navigation, Funding Opportunities, Budgets, Subcontracts
What is Cayuse SP? Cayuse SP is a cloud-based management solution for sponsored projects. The web interface gives you access to your entire research portfolio from proposals to awards simplifying collaboration and project management. A Cayuse SP record must be completed for all external and internal funding requests. Cayuse SP: Works with proposals in Cayuse 424; Allows the creation of custom routing chains; Tracks events and deadlines; Gives access to proposal attachments and budgets. By responding to questions about sponsors, subcontractors, compliance, export control, and other institution-specific questions, proposal creators cover the required areas of proposal development quickly and effectively.
When should I use SP? Cayuse SP should be used for every internal and external funding proposal.
What is Cayuse 424? Linked with SP, Cayuse 424 is a web-based system for submission of applications via grants.gov. The system is easy to use, provides significant auto-filling of forms, extensive error checking and the ability to see the entire proposal before submission. Cayuse can be used for electronic grants.gov submissions to federal agencies that provide Adobe forms for the submission process (i.e. NIH, DOD, CDC, USDA, AHRQ, etc).
When should I use 424? Cayuse 424 should be used for every federal proposal submission. It can be used for all funding opportunities, regardless of sponsor as there are templates for use other than the federal applications. Usage of 424 is recommended for all proposals as fringe rates, indirect costs rates, and salaries are "baked" into the forms, which is time-saving and accurate.
How do I update information in my Professional Profile? Go to the People Tab in Cayuse 424, search for and select your name. This information is auto-filled into the appropriate forms within the proposal. It is recommended that you occasionally review your Professional Profile to verify accuracy. Agency specific data such as NIH Commons ID, NASA NSPIRES ID, and NSF Degree Types can also be included for use in proposals.
My proposal is locked. How do I unlock it? At the top of the proposal window, you will see the words "Locked by" followed by a username. If that username is your own username, then you can simply click the Lock icon next to it, and take the lock back from yourself. If that username belongs to another user, contact him/her before taking the lock back. To avoid proposal locking upon exiting 424, always click on proposals list to properly exit the proposal package before logging out of Cayuse.
How far in advance of the sponsor deadline does my proposal need to be completed? All proposals should be completed and routed in Cayuse SP at least five (5) business days prior to the deadline day to allow a full review by SPA.
How can I get a new sponsor or subcontractor added to Cayuse? If a sponsor or subcontractor record does not exist in Cayuse SP, please send an email request to Lawanna Dean, email@example.com, Provide sponsor name and contact information. You can use TBD as a place-holder until record is created.
What are my access permissions in Cayuse? 424 proposal permissions are controlled by the role identifications in the SP record as well as the SP proposal status. The following table shows permissions for typical roles and how they change with the status of the proposal.
|Role in SP||Routing State||424 Permissions|
List, Read, Write, Attach, Break Lock, Delete, Print, Change Permissions, Add User/Group, Remove User/Group
List, Read, Write, Attach, Break Lock, Delete, Print, Change Permissions, Add User/Group, Delete User/Group
Lead PI and PI
List, Read, Write, Attach, Print, Break Lock
Other Research Team
None (name not listed in 424 permissions)
|Proposal Creator||Submitted||List, Read, Attach, Print, Break Lock|
|Proposal Editor||Submitted||List, Read, Attach, Print, Break Lock|
|Lead PI and PI||Submitted||List, Read, Attach, Print, Break Lock|
|Other Research Team||Submitted||None (name not listed in 424 permissions)|
Cayuse SP: Navigation, Routing, Certification, and Emails
How can I grant another user access to my proposal? Users automatically have access to a proposal when they are either the owner (creator) of the proposal or named in the roster of the project in SP. To designate a new user - which provides all access to the proposal record - you can add a person as a Proposal Editor in SP. This information is strictly internal and has no bearing on the actual proposal roster seen by the sponsor. Any permission changes in SP carry over to 424.
Will I receive email notifications from Cayuse? Email notifications are sent to the Lead PI, Research Team, and all Approvers when an electronic proposal is submitted in Cayuse for routing, certifications and approvals. Additionally, the proposal creator and Lead PI will receive emails when proposals are approved or if additional information is needed for processing.
I received an email requesting that I certify a proposal; how do I certify a proposal when I am not the lead investigator? You can refer to the PI Certification Quick Guide or a short PI Certification video for succinct instructions.
I am traveling, can someone certify on my behalf? Cayuse can be accessed from any location that has internet access. All members listed on the Research Team of a proposal package must certify the proposal themselves.
The PI has not completed certification; can I resend the certification email from Cayuse SP as a reminder? The email notification can only be sent upon submission of the electronic proposal for routing; it cannot be resent. You will need to directly contact the PI to remind that certification is outstanding.
How do I verify that I have completed all the necessary PI certifications for proposals? There are two ways that you can verify completion of Certifications: 1. If the PI Certification inbox does not have a number on the left-hand side or after accessing the PI Certification Inbox there are no records under the To Be Certified Tab, then there are no outstanding certifications. 2. You can view all proposals for which you have completed the certification by accessing the Previously Reviewed Tab.
How do I know if another approver has completed the routing? You can view the proposal routing status by accessing the proposal from the Certification/Approval Inbox and selecting the appropriate proposal number. The routing tab indicates who has and who has not yet approved/certified.
The Lead PI is also the chair, dean or director, will he/she need to both certify and approve the proposal? Yes. Notifications for each action will be in the respective Certification and Approval inbox. The Lead PI will first need to certify the proposal and then approve the proposal.
What if multiple departments are involved in a proposal? When multiple departments are involved in a proposal, the routing chain can be edited to add required approval stops. Users can choose sequential or parallel routing.
What is parallel routing and how do I change the routing from sequential? Parallel routing allows for all necessary approvals to take place at any given time during routing; actions by one level are not contingent on the actions of another. Lead units are always first in the queue. Simply set all other stops to the number "2" and save.
A proposal is in the midst of approval but, additional changes are needed. Can attachments be added and changes be made to a proposal mid-approval or does the routing need to start from the beginning? The lead unit administrator has access to the proposal record and can attach additional information or make changes as necessary until SPA approves the proposal.
I have a proposal with just one budget year. Do I need to link and complete a 424 application to the SP record? The SP budget section only records the first year budget and cumulative budget for a project. While it is not necessary to complete the 424 component for one year proposals, keep in mind all associated rates and salaries are accessible via 424 and not SP.
If somebody on a proposal personnel roster has a dual appointment, how is credit allocated to both departments? Investigators with dual appointments are added to the personnel roster twice, once under the appropriate amount of sponsored effort and credit to be allocated to the initial department and then again with no sponsored effort and remaining credit for allocation to the subsequent department(s).
Are salaries accessible in SP? No. Salaries, fringe rates, and indirect costs rates are only linked to Cayuse 424.
Cayuse 424: Navigation, Funding Opportunities, Budgets, Subcontracts
Can two or more people simultaneously work on a proposal? The system allows one user at a time to work on either SP or 424 but does not allow two users to simultaneously work on the same module. However, users may simultaneously view the proposal.
When I open my proposal from the list, it says the proposal is in read-only mode and changes cannot be made. How can this be fixed? This deals with the proposal permissions that you have for the proposal package. Click on the small red key to view your proposal permissions, you may only have permission to read the proposal. If you need to edit or attach documents to the proposal package, contact the departmental administrator or your grants specialist to provide the appropriate permissions. Additionally, this issue may occur if the proposal is locked. If it is locked by you, simply click the Lock icon next to it, and take the lock back from yourself. If it is locked by another user of the system, you should contact them before taking the lock back.
Why isn't my funding opportunity available in Cayuse 424? Funding opportunities need to be downloaded if they are not on the 424 Opportunities list. You can download them to 424 using the Retrieve Opportunities button on the Opportunities tab. Once downloaded, they are available for others to use. It's a good idea and saves time to check before downloading an opportunity to see if it has already been downloaded by another user.
Why won't my funding opportunity load into Cayuse 424? No opportunity number on Grants.gov contains spaces. The opportunity number you enter must match exactly as it is posted on Grants.gov. One reliable way to enter the correct number is to copy it from Grants.gov and paste it into Cayuse 424. Another possible reason is that there may not be an application package available for the opportunity on Grants.gov. Some grants are listed on Grants.gov but cannot be applied for electronically. You can verify whether the opportunity can be submitted electronically to Grants.gov by going to the Application section of the opportunity on Grants.gov. If there is no downloadable Adobe package, it is not to be submitted electronically to Grants.gov. If there is an Adobe package for the grant, it is very likely supported by Cayuse 424.
Why does my Cayuse 424 proposal have errors that contradict specific instructions? It is very important to refer to the proposal solicitation or RFP as the primary source for proposal preparation instructions. Usually, they will provide additional information regarding how to complete the application. While Cayuse 424 usually applies the appropriate validations automatically, there are sometimes late changes in opportunity rules that require a manual change in the proposal's validation setting. If there is a contradicting error refer to the RFP and be sure to complete the application as stated in the instruction or grant proposal guide.
How does Grants.gov system maintenance affect my submissions? During Grants.gov maintenance, Cayuse users will not be able to submit proposals to a sponsor or download new funding opportunities. However, you can still work on proposals in 424 once the opportunity has been downloaded; you can work in SP on any proposal, award, or project. If by chance the opportunity has timed out or the expiration date has passed please be sure to download a new opportunity that has the correct submission deadline.
Does Cayuse 424 support Multi-Project Applications, or those processed using NIH ASSIST? Cayuse 424 supports Multi-Project Applications. This functionality replaces the need to use NIH ASSIST.
How do I include a detailed budget for my records when the sponsor is requesting a modular budget? Enter all appropriate budget information on the detailed budget pages. Make sure the R&R budget pages are unchecked on the proposal navigation page. The budget information will be available, but will not be converted into the PDF that is submitted to the NIH.
How do I add Key Persons to a budget without giving them effort on the budget? In the manage key persons section select the key persons role "Other (Specify)" and then specified as "Other Significant Contributor".
Is Allocation of Credit the same as Indirect Cost Recovery distribution? Unless otherwise noted by the department, the Allocation of Credit and ICR breakdown (distribution of indirect costs among college, department, PI, etc.) is the same.
Why am I seeing little red stars in the budget pages? Cayuse 424 automatically calculates certain budget fields. If you type over an automatically calculated number, a red star appears next to the field. A red star signifies a field with auto- calculated data that is currently being overwritten by manually-entered data. To revert the field to its default auto-calculation, delete the current data and tab or click out of the field. The auto-calculated values will appear and the red star will disappear.
How do I include a cost of living increase in salary for the personnel listed on the proposal? The Replicate/Escalate staircase in Cayuse 424 makes it easy to replicate and escalate detailed budgets. Use "Escalate" to increase budget line items by a specific percentage across several budget periods. Use "Replicate" to copy selected Budget Categories from one budget period to another at the same rate. The Replicate/Escalate staircase also appears on the Manage Key Person window. You can access this window by clicking the gear icon to the right of any Senior/Key Person budget line. "Replicate" and "Escalate" in this context affect only the budget numbers for that specific person's salary.
I am having trouble with the indirect cost rate; the wrong rate is auto-filled in the Cayuse 424 budget information. Please be sure to choose the appropriate indirect cost rate when creating your proposal. You can also change the indirect cost rate in the budget pages by using the dropdown menu under each section of the budget, which will dictate what rate will be applied to those costs.
What is the "Composite PDF" listed on the PHS 398 Research Plan in 424? In Cayuse 424, the PHS 398 Research Plan has a special, "slot zero" attachment point for a Composite PDF. The Composite PDF, also known as the "Exploder", allows you to prepare the entire Research Plan in a single document. The Exploder then breaks out the Research Plan PDF into the required sections and attaches those sections to the corresponding location in the proposal. Some users may find this more efficient than managing separate files for each Research Plan attachment.
How are subcontracts to non-Cayuse institutions created and attached to the WSU proposal in Cayuse? The following information offers guidelines for creating a subaward, that is, when a WSU application for federal funding includes a portion of funding for a subcontractor. In other words, the funding path would be:
Federal Agency Funding ==>
Wayne State University Prime Award ==>
WSU Subaward to a Non-WSU Institution.
There are three (3) ways to attach a subaward budget to a WSU Cayuse application:
1. Subawards Created in Subawards.com
The non-WSU institution can use the free Subawards.com service to create the subaward budget. Subawards.com, a free service from Cayuse, simplifies proposal preparation between research institutions collaborating on federal grant proposals. The subawardee creates its own subaward attachment (including Key Person Profiles, Biosketch attachments, and Budget Justification) in Subawards.com, and then e-mails the subaward file directly to the WSU Principal Investigator (PI) who heads the prime (WSU) proposal. The subaward file will be easily identifiable, having a .cayuse file extension, and can be easily integrated into the WSU prime proposal by clicking the Cayuse Import Subaward button.
2. Subawards created in Grants.gov Adobe forms
For those collaborating institutions that do not subscribe to Cayuse, and do not want to use Subawards.com, WSU Cayuse applications can now import subaward data directly from the "free" Grants.gov Adobe forms. The non-WSU subawardee can use one of the free Grants.gov Adobe subaward budget attachment forms, which must be completed using a compatible version of the Adobe Reader(link is external). Adobe subaward budget attachment form Subaward Budget Attachment(s) Form - 5 Year - 30 Maximum Subaward Attachments - for FORMS D RR_Budget_1_3_A30-V1.3.pdf The subawardee completes the subaward budget form, saves it as a PDF file, and e-mails it to the WSU PI for import in the the WSU Cayuse application. The WSU PI goes to the RR Subaward Budget Attachment module in the main WSU Cayuse application, clicks Import Subaward, and browses to the PDF subaward file sent by the subawardee. Note: If the subaward budget is created by this method, using one of these Grants.gov Adobe subaward budget attachment forms, the Cayuse system will import the budget data into the main WSU proposal -- the subaward numbers will flow into the prime WSU Cayuse proposal and roll up to the prime (WSU) budget. However, using this method, the Adobe attachment will not include the other required subawardee components -- the subawardee Key Person Profiles and Biosketches. (These two components are included if you use the free Subawards.com(link is external) feature. Also, if you use the Grants.gov Adobe forms for the subcontract the subcontract will not be subject to the sophisticated validations and error corrections performed by Subawards.com(link is external).
3. Subawards created by WSU, for the subawardee
In Cayuse the PI or admin can create the subaward budget for the subawardee and then link it to the prime WSU Cayuse proposal. There are two ways of doing this:
i. Create a subaward outside of your WSU Cayuse proposal. The WSU PI simply:
a) Logs into Cayuse;
b) Click the "Proposals" tab
c) Clicks the "+Create Proposal" button at the top of the page;
d) Clicks the "Subaward Proposal" option
e) Using the information obtained from the subawardee, completes all subaward components -- including the subaward budget, subaward Key Person profiles/biosketches, and subaward Budget Justification;
f) Links the subaward information to the WSU prime Cayuse proposal:
• In the Cayuse WSU proposal menu, clicks on the RR Subaward Budget Attachment form.
• Then clicks the Link Subaward button, which presents a list of unlinked subawards. Information in the selected subaward will automatically roll up into the WSU Cayuse proposal.
g) If subaward budget changes need to be made after linking, the PI clicks the "RR Subaward Budget Attachment" form and selects the subaward that requires the edits. The edits are then made in the subaward, and the changes show up automatically in the Cayuse "prime" application.
ii. To create a Subaward WITHIN the WSU Cayuse proposal. The WSU PI simply:
a) Logs into the WSU Cayuse proposal;
b) Clicks the RR Subaward Budget Attachment form in the WSU Cayuse proposal menu;
c) Clicks the "+ Create Subaward" button at the top of the page, creating a subaward that is automatically linked to the proposal; and
d) Using the information obtained from the subawardee, completes all subaward components -- including the subaward budget, subaward Key Person profiles/biosketches, and subaward Budget Justification.
e) If subaward budget changes need to be made after linking, the PI clicks the "RR Subaward Budget Attachment" form and selects the subaward that requires the edits. The edits are then made in the subaward, and the changes show up automatically in the WSU Cayuse "prime" application.