Preparing an application for submission Cayuse 424 and Grants.gov Preparing an application for submission Presenters: Robbie Lee & Amy Boehm November 2016 Office of Research & Sponsored Programs Suite 606 – Harborview Office Tower academicdepartments.musc.edu/research/orsp Orsp@musc.edu Cayuse424 and Grants.gov

Fellowship Due Dates Cycle 1 Cycle II Cycle III Standard Due Date April 8 August 8 December 8 Earliest Start Date September April July Consult with the appropriate NIH Institute/Center or AHRQ before submitting an application. PHS estimates that it will take approximately 18 hours to complete the application Does not include development of research training plan

Helpful Links NIH MUSC Basic Application Information Guidelines https://researchtraining.nih.gov/programs/fello wships Instructions http://grants.nih.gov/grants/how- to-apply-application-guide.html MUSC Basic Application Information http://academicdepartments.musc.edu/researc h/orsp/grants_101.html

Helpful Links (Cont) MUSC Office of Research & Sponsored Programs(ORSP) http://academicdepartments.musc.edu/researc h/orsp/ Office of Research Integrity (ORI) http://academicdepartments.musc.edu/research/ori/ SCTR – Success Center http://academicdepartments.musc.edu/sctr/

Requirements to Start Application 1 -2 Months before Deadline Register with Grants.gov Required for Institution – not the individual MUSC is already registered Register with the NIH ERA Commons Must have the PI Role Obtain a Cayuse Account Proposal Preparation Application for System-to-System Submission Identify the Correct Funding Opportunity Announcement (FOA)

Submission Choices 3 Ways to Prepare/Submit an application NIH Assist Prepare application directly at NIH using their system Grants.gov Forms Prepare application using Adobe forms Submitted to NIH via the Grants.gov application System-to-System Submission (Cayuse) Prepare application on a local system Submitted to NIH via Grants.gov

Why Cayuse? Web-based No special software required Autofill – eliminates need to enter data multiple times Print – creates PDF file of proposal Continuous validation Errors are fatal Warnings are not fatal, but make sure proposal won’t be rejected or delayed Cayuse424 and Grants.gov

Cayuse424 Features Ability to track submission status Copy/transform application for resubmissions/different FOA Position cursor over icons to determine what action you can perform Automatically saves as you navigate between forms pages and tabs Institutional data centrally maintained by ORSP Cayuse424 and Grants.gov

A Few Caveats Recommended Browsers Browser Configuration Tested using Mozilla Firefox and Internet Explorer Browser Configuration JavaScript – On Cookies – Enabled Popups - Allowed Cayuse424 and Grants.gov

Cayuse at MUSC Bookmark the Cayuse Web Site MUSC Cayuse Help Site http://musc.cayuse424.com MUSC Cayuse Help Site http://academicdepartments.musc.edu/research /orsp/electronic_research/cayuse.html REMINDER Change password after initial login ORSP recommends your netid password Cayuse424 and Grants.gov

Logging in

Initial View

Getting Around in Cayuse Navigation Features Page Tabs/Breadcrumb(Sub-Menus) Form Navigation Table of Contents NOTE Use Cayuse navigation, not your browser buttons Remember to log out before closing your browser Breadcrumb Tabs Cayuse424 and Grants.gov

Professional Profile

Profile – Contact Info.

Profile – Role

Profile – Dept/Division/Title

Creating Investigator Profiles Checklist – cont. Institutional Information Complete Dept/Division/Title Info Department should not list division and Division should be the College (i.e., Dept – Neurosciences, Division – College of Medicine) ERA Role – Principal Investigator Cayuse424 and Grants.gov

Profile – Performance Site

Professional Profile Permissions Assign Appropriate Permissions for your Profile Access is not automatic. Permissions may be changed/revoked at any time Cayuse424 and Grants.gov

Build a Proposal Download Funding Opportunity Create a New Grant Proposal Designate Permissions Complete Form Set Cayuse424 and Grants.gov

Proposals Tab

Proposals Tab

Create a Proposal

Create a Proposal

Create a Proposal

Type Funding Opportunity Announcement Create a Proposal Type Funding Opportunity Announcement

Type Funding Opportunity Announcement Create a Proposal Type Funding Opportunity Announcement

Create a Proposal Click the green plus sign to create a new proposal

Create a Proposal

Create a Proposal

Create a Proposal

Proposal Forms

Proposal Forms Checked items are required Unchecked items are not required but may be necessary for the proposal. To include a form, check the box beside it. Unchecked boxes will not be submitted.

Cayuse Icons Auto-Fill from stored data Permissions Calendar Feature for Dates Copy/Escalate Budgets Print – Creates PDF file of proposal Save Copy/transform (application for resubmissions) Quick Link to Proposal (Bookmark, copy or send link) Cayuse424 and Grants.gov

More Cayuse Icons Delete Add (proposals, subawards or people) Sort Key Personnel Proposal/Record Lock Outdated Opportunity Refresh (screen or list) Opportunity Closed (closing date for proposal has passed) Unsupported Opportunity (at this time) Cayuse424 and Grants.gov

Technical Support Contact Us Robbie Lee Jackie Middleton 792-7198 leer@musc.edu Jackie Middleton 792-7196 middletj@musc.edu Cayuse424 and Grants.gov

Submission to Agency Submission is accomplished through the authorized institutional official in ORSP Grant awards are made to the institution not the individual Principal Investigator is responsible for the conduct of the research with the assistance of the institution

Application Submission Process Week before Deadline Check on Referee Letters Complete Proposal Data Sheet (ePDS) Institutional Routing and Approvals obtained using the electronic Proposal Data Sheet (ePDS) https://erma.musc.edu/ Departmental Business Manager or Grant Administrator can assist in this process Completed application due in ORSP 3 days before the Agency deadline

Other Forms/Systems The Proposal Data Sheet is one of many internal approval forms/system for research compliance Other forms: Institutional Review Board (IRB) Institutional Animal Care & Use Committee (IACUC) Institutional Biosafety Committee (IBC) Financial Interest Disclosure Form

Other Forms/Systems Electronic Research Management Applications ePDS (erma.musc.edu) eIRB (wayf.healthsciencessc.org) eIBC (erma.musc.edu) Conflict of Interest (academicdepartments.musc.edu/coi/) Paper Submissions IACUC

Thank you Questions? Comments?