1. 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
Cayuse424 and Grants.gov

2. 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

3. Helpful Links NIH MUSC Basic Application Information
Guidelines wships
Instructions to-apply-application-guide.html
MUSC Basic Application Information
h/orsp/grants_101.html

4. Helpful Links (Cont) MUSC
Office of Research & Sponsored Programs(ORSP) h/orsp/
Office of Research Integrity (ORI)
SCTR – Success Center

5. 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)

6. 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

7. 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

8. 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

9. 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

10. Cayuse at MUSC Bookmark the Cayuse Web Site MUSC Cayuse Help Site
MUSC Cayuse Help Site
/orsp/electronic_research/cayuse.html
REMINDER
Change password after initial login
ORSP recommends your netid password
Cayuse424 and Grants.gov

11. Logging in

12. Initial View

13. 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

14. Professional Profile

15. Profile – Contact Info.

16. Profile – Role

17. Profile – Dept/Division/Title

18. 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

19. Profile – Performance Site

20. 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

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

22. Proposals Tab

23. Proposals Tab

24. Create a Proposal

25. Create a Proposal

26. Create a Proposal

27. Type Funding Opportunity Announcement
Create a Proposal
Type Funding Opportunity Announcement

28. Type Funding Opportunity Announcement
Create a Proposal
Type Funding Opportunity Announcement

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

30. Create a Proposal

31. Create a Proposal

32. Create a Proposal

33. Proposal Forms

34. 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.

35. 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

36. 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

37. Technical Support Contact Us Robbie Lee Jackie Middleton
Jackie Middleton
Cayuse424 and Grants.gov

38. 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

39. 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)
Departmental Business Manager or Grant Administrator can assist in this process
Completed application due in ORSP 3 days before the Agency deadline

40. 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

41. 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

42. Thank you
Questions?
Comments?