2. Working Together for a Clean Cayuse

3. 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)

4. Who’s Who? Prime Funder / Prime Sponsor (where the $$ starts) gives $$ to Prime Recipient gives part of the $$ to Sub-recipient

5. Click “Summary” on the left

6. 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

7. Proposal status If proposal is…Use… currently being worked on – Incomplete submitted – Submitted awarded – Awarded (append award number to proposal title “[ProposalTitle]-0000000-Y#-of-#”) will discuss in award data and “new money” training not funded – Not Funded withdrawn by PI – Abandoned Proposals submitted through Cayuse with subs: sub-recipient records when SFSU is the prime recipient, Use Exported (This prevents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

8. Submission date When blank, enter the sponsor deadline (unless field is greyed out)

9. Submitted by Enter your name in this format: Lastname, Firstname (unless field is greyed out)

10. Investigator data If Division is blank, enter as show below: Academic Affairs Administration & Finance Coll. Liberal & Creative Arts College of Business College of Education College of Ethnic Studies Coll. Health & Social Sciences Coll. Science & Engineering Student Affairs If Department is blank, enter according to the “Department & Division/College List.”

11. Conflict of Interest & Cost Share Conflict of interest – if not available, upload upon receipt Cost Share – if available

12. 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

13. 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

14. Compliance data

15. 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

16. 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.

17. Click “Documents” on the left

18. 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)