Now on to part two – a little later than promised but a snow day seems to be the perfect opportunity to finish the blog about our Cayuse system.  Part 1 can be found at http://blogs.oregonstate.edu/research4agriculture/2013/11/08/cayuse-unlocking-mysteries-part-1/.

My standard reminder: the CayuseSP module is internal to OSU.  This is basically the new, electronic version of our proposal transmittal form (the old blue sheet for those of you that remember).  This is information that will be kept in our Office of Sponsored Programs (OSP) but not distributed out to the sponsor or to any other institutions.

Now, let’s continue our review of common areas of confusion:

“Budget” –

1. Note that there are two columns; the one of the left is for the “Initial/Current Budget Period” (normally year 1 funds but could be 1^st quarter, etc.) and the one on the right is for the “Project Period/Project Request” (this is the full requested amount)
   • The two columns can certainly be the same and the 2^nd / right-side column will auto-fill if you press the “Click Here if this is a one year project”.
2. This is just the summary budgetary information and, at this time, there is not an option to add any details.  As such, you should always attach a detailed budget breakdown.  A spreadsheet showing formulas is preferred.
3. Also note that there is space to calculate two separate F&A amounts if needed; an example would be partial on- and partial off-campus research.
   • “Direct” is the amount of all direct costs (no indirect costs)
   • “F&A Base” is the amount of direct costs subject to the indirect cost calculation (if using our on campus modified total direct costs (MTDC) rate, this would be your direct costs less tuition, subawards over $25K, and equipment over $5K)
   • Be sure to press both the “Calculate Amt” and “Calculate Total” links to allow the system to auto-calculate the F&A and grand total.  I find this is a good general check of my spreadsheet for errors
   • The “Change Rate” link should be used to change to a sponsor-restricted or ‘other’ indirect costs rate
4. If you proposed budget included cost sharing or matching funds, some additional questions will pop up when “yes” is selected.
   • Be sure to “Add a Cost Sharing/Cash Matching Unit”. This will most often be your home unit or department, especially if you are using salary as match. It can be the College if you are only using unrecovered indirect costs or unallowable costs (per sponsor) as match.  These are actually costs waived and tracked at a University level. Contact Liz if you are unsure how to list proposed match
   • Whoever is listed (unit or college) will be asked to sign-off on the amount in question
5. There are occasional times when you will select that the Dean, Chair or VP for Research provide support funds but this should be negotiated and documented well ahead of submitting through the Cayuse system.
   • Don’t use this as your way of broaching the subject
6. The “Personnel/Space/Equipment” questions would only be “Yes” if you are asking for additional office, lab, or building space be supplied by your unit or college.

“Conflict of Interest” –

1. In a perfect world, the answers would always be “Yes” and “No” to questions 1 and 2, respectively.  But, read them carefully.  If you have any questions, or are not sure if you have done your annual research conflict of interest form, contact http://oregonstate.edu/research/coi/.
2. “Regulatory Compliance”, “Export Control”, and “Intellectual Property” sections mirror similar sections in your proposal applications to federal agencies.  These three sections all help keep our University in compliance and can create necessary reports for review.  Read and answer honestly, they each should only take a couple minutes.
3. “Subaward/Subcontracts” is simply a section where you would list any collaborating institutions.  If you do not have subawards in your proposal, simply select the “No Subcontracts” button to get your green check mark required for internal submission.
4. “Outreach and Engagement” is your best estimate on the breakdown of funds allocated towards our three principal missions (Research, Teaching, and Outreach).  Remember, this is internal and your best guess.
5. “Location of Sponsored Activities” – This is also your best estimate on the allocation of time towards your project in any given location.  This should reflect only OSU’s (your) share of the project.
   • All four sections must total 100% and you can’t edit an entry but rather only have the option to delete and re-add with a different allocation percentage.
   • As such, if a complex project, I like to sketch out an estimate on scratch paper before entering into the system

“Application Abstract” –

1. This is meant to be a simple cut and paste from your proposal summary section but it doesn’t need to be overly elaborate either.  Feel confident typing in the general scope of your research if you’d rather.
2. You do have to select a “CIP code” to save the page – these are very generic so pick the best fit (only one allowed).

“Attachments” –

1. At a minimum, this should include a detailed budget, budget justification, and scope of work.
2. Any additional documentation is always appreciated – The proposal announcement guidelines, Draft narrative, Required attachments, Letters of support or match, Any required signed documents for an application

“Approving Depts” –

1. This section will auto-populate from the information entered on the “General Info” and “Investigators/Research Team” section.  It will also include any cost match units from the “Budget” section.
2. Press the “Authorize Departmental Listings” button and the College level approvers will also auto-populate.  This will give you the required green check mark as well.
3. Be sure to change the routing order to all “2”s to avoid a linear approval process and speed up the internal review.
4. Check this section carefully.  If anything seems out of place, go back to the sections mentioned in “a” above and change if necessary.

“Submission Notes” –

1. This is the only section that is automatically checked off, which is rather unfortunate.  This is an excellent place to add any notes of clarification regarding submission, status of final application, etc.
2. Use this section!

Once you get through the systems a couple times, it really becomes much easier (I promise).  Please feel free to contact me at any time with questions.  A 10 second phone call can save you an hour of frustration.