Creating a Project Proposal
Donyo J Marshall
97 steps
10 minutes
Cayuse
Microsoft Login
Scribe
Creating a Project Proposal
Login
1
Navigate to the Cayuse Platform Address: <https://ohio.app.cayuse.com/>
2
Click "[Your Ohio account SSO to login](mailto:susan.robb@ohio.edu)
3
Click on "Products".
4
Select "Sponsored Projects"
5
Click "Start New Proposal"
6
If this is a new proposal, select "This proposal is not related to any existing proposals or awards (Create New Project)"
7
Enter the title for your project and click "Create New Project"
8
If this proposal is related to an existing proposal, select "This proposal is related to existing proposals (Add Proposal to Project)", enter the project number or title and click "Add New Proposal to Project".
General Information Section
9
Click General Information to complete this section. This section of the Proposal Record contains fields related to broad areas of the proposal including the project start and end dates and the type of award mechanism, proposal type, and activity type.
10
Begin typing the Sponsor information in the field and choose the sponsor from the dropdown menu. **Note - Before requesting to add a sponsor or an external organization via the request form, ensure that you have spelled out the entire name of the Sponsor and/or specifically searched for some of the major words within the Sponsor name.**
11
Prime Sponsor - If we are serving as a pass-through entity, list the sponsor providing the original funding.
12
Enter the Funding Opportunity/Sponsor Application No. Example - "NSF22503 - This is a transfer from another institution. The FOA is from 2021 and is no longer active."
13
Enter the Sponsor Program name.
14
Select "URL" or "Attachment" for the proposal guidelines. If "URL" is selected, please provide the URL for the Sponsor's proposal guidelines. If "Attachment" is selected, please upload a copy of the guidelines.
15
Enter the Sponsor contact information if available.
16
Enter the title of the project as reflected on the proposal being submitted to the Sponsor. Example - "LEAPS-MPS: Taming the Radicals-Manipulating Lattice-Confined Metalloradicals for C-H Activation."
17
Select from the menu the unit administering the project. See example on the next slide.
18
Example - Begin typing "Chemistry" and choose "CHEMISTRY AND BIOCHEMISTRY (100090)" from the menu.
19
Does this proposal align with any of the Dynamic Strategy areas? - Select all that apply.
20
Select Activity Type from the dropdown menu. Please note - the definition of each activity type is listed.
21
Select the type of proposal from the dropdown menu.
22
The Submission Method field indicates the portal through which the proposal will be submitted to the Sponsor. Select the submission method from the dropdown menu.
23
Enter the anticipated deadline date and time the project will end and indicate AM or PM for the time.
24
Choose Sponsored Program Team; White Team or Green Team
Personnel Section
25
Click "Personnel" to complete this section.
26
Choose to view effort in percentages or months.
27
Enter all OHIO team member(s), including students (if named), information. See example on the next slide.
28
Example - Begin entering the last name of team member -"Gao" and select the team member's name from the menu.
29
Select the designated role of the team member(s) specified on the project from the dropdown menu.
30
Select the internal association from the dropdown menu. The designated unit of the individual listed. See example on the next slide.
31
Example - Begin typing an internal association such as "Chemistry" and choose the correct internal association from the menu, in this case "CHEMISTRY & BIOCHEMISTRY (E10009)" is selected.
All credit should equal 100%. Award dollar distribution will be based on Credit Distribution. RI distribution will be captured separately at the end of this tab.
32
Credit field - enter the desired credit distribution for each person based on their contribution to the overall project effort.
33
The Cost Share Effort, Sponsored Effort and Total Effort fields should be completed for each individual reflected in accordance with their academic appointments.
34
Select each college/school that is represented by the project team from the dropdown menu. Each college/school can only be selected once.
35
This question assist with routing. Select from the dropdown menu all that apply. Select "none" if not applicable. If "International Activity" is selected, an additional section, "International", will pop up at the end of the Proposal Sections that will need to be completed.
36
Choose how many faculty members need release time, selecting from numbers 0-3. If 1-3 are selected, additional fields will pop up to enter the faculty's member name and a description of the release time requested as shown below.
37
Choose type of distribution from the dropdown menu.
38
Choose the number from 0 - 20 of how many RI Distributions are needed. Selecting a number from 1-20 will prompt additional fields to pop up to complete. The RI Distribution PI name and the RI Distribution Percentage for each PI as shown below.
Budget Section
39
Click on "Budget" to complete this section. This section of the Proposal Record is where you will reflect the summary (i.e. "high-level") budget information related to the proposal.
40
Select the current fiscal year from the dropdown menu.
41
Complete the fields under "Summary Sponsor Budget Details Initial/Current Budget Period (Year 1). Please note the explanation under each field for instructions.
42
Complete the fields under "Summary Sponsor Budget Details All Budget Periods". Please note the explanation under each field for instructions.
43
Select the appropriate indirect cost rate from the dropdown menu. If Sponsor Defined or IDC Cost Share Approved is selected, an additional field will pop up requesting documentation supporting the rate.
44
Select "Yes" or "No" if Administrative Costs are direct charged. If "Yes" is selected, follow the instructions that pop up and complete the additional form.
45
Enter Voluntary IDC Cost Share Amount if applicable.
46
Select "Yes" or "No" if graduate fee waivers are needed from the University. If "Yes" is selected, answer the additional question(s) that pop up. See example on next slide.
47
Example - if "Yes" is selected in answering the Graduate Tuition question, enter the number of semesters per year needed, total number of years needed, total semesters needed, and the total dollar value of the waived tuition if know.
48
Select "Yes" or "No" if cost sharing is involved in this project. If "Yes" is selected, complete the additional question that pop up regarding amount of cost share.
49
Select "Yes" or "No" if the proposed project will require any equipment installation, space modification, ventilation etc. that will require approval from the Facilities department.
50
Select "Yes" or "No" if you need new additional resources to do this project over and above what is requested in the proposal budget. If "Yes" is selected, please complete the additional question(s) that pop up. Please see example in the next slide.
51
Example - If "Yes" is selected for additional new resources needed are over requested budget, please select the resources needed for this proposal (check all that apply).
Subawards Section
52
Click "Subawards" to complete this section.
53
Choose the number of subawards from 0-10 that are on this project.
54
If the project includes subawards, complete the additional fields that pop up as shown below.
Research Subjects Section
55
Click "Research Subjects" to complete this section. This section of the Proposal Record contains questions on Human and Animal Subjects.
56
Select "Yes" or "No" if this research involves interactions with or data about living people (Human Subjects). If "Yes" is selected, please complete the additional question(s) that pop up.
57
Select "Yes" or "No" if this research involves live vertebrate (Animal Subjects). If "Yes" is selected, please complete the additional question(s) that pop up.
Research Materials Section
58
Click "Research Materials" to complete this section.
59
Select "Yes" or "No" if using biohazardous materials. If "Yes" is selected, complete the additional question(s) that pop up.
60
Select "Yes" or "No" if this project involves the use of radiation. If "Yes" is selected, complete additional question(s) that pop up.
61
Select "Yes" or "No" if using chemicals. If "Yes" is selected, complete the additional question(s) that pop up.
62
Select "Yes" or "No" if this project involves the use of materials provided by the sponsor or another party. If "Yes" is selected, please complete the additional question(s) that pop up.
63
Select "Yes" or "No" if this project provides sub-awards for research involving biological, hazardous chemical, and/or radiological materials conducted at other institutions where OU is the primary institution administering the funds.
Intellectual Property Section
64
Click "Intellectual Property" to complete this section.
65
Select "Yes" or "No" if this proposal contains any novel innovations. If "Yes" is selected, complete the additional question(s) that pop up.
66
Select "Yes" or "No" if this proposal involves any background intellectual property.
67
Select if this proposal involves the use of data or materials from the source listed in the dropdown menu. If any are selected from the menu, please provide detailed information on the data or materials you will need to obtain. If "No" is selected, choose "None" from the dropdown menu.
68
Select "Yes" or "No" if this proposal is expected to generate any novel innovations that may be patentable or copyrightable.
Export Control Section
69
Click "Export Control" to complete this section. This section of the Proposal Record contains questions regarding federal export control regulations.
It is the responsibility of the PI to identify any items, technology, or activities that might implicate federal export control regulations. For more information about research and export controls, please see the ORSP website.
70
Select "Yes" or "No" to the questions listed. Some questions that are answered "Yes" may have additional question(s) that pop up. Those questions are noted in the slides below.
71
If "Yes" is selected to sending/transporting anything or receiving anything from outside of the US, complete the additional question(s) that pop up.
72
If "Yes" is selected for any anticipated travel outside the US associated with this project, complete the additional question(s) that pop up.
73
If "Yes" is selected to sending your research results either paper or electronically to a foreign country or foreign national, complete the additional question(s) that pop up.
74
If "Yes" is selected to any member of the project team being a foreign national, complete the additional question(s) that pop up.
Foreign Support & Collaboration Section
75
Click "Foreign Support & Collaboration" to complete this section. This section of the Proposal Record contains questions regarding the disclosure of all sources of other support (domestic or foreign) as well as all foreign components to research projects.
76
Select "Yes" or "No" if any research team member participates in a foreign talent program.
77
Select "Yes" or "No" if any significant scientific element of this project occur outside the United States? If "Yes" is selected, complete the additional question(s) that pop up.
78
Select "Yes" or "No" if any research team member receives any foreign support for their research efforts. If "Yes" is selected, please explain in the additional field that pops up.
79
Select "Yes" or "No" if any research team members receive any personal payments from a foreign institution, faculty appointment at a foreign institution, or if any team members are performing research on behalf of a foreign institution outside of a grant or contract through OU. If "Yes" is selected, complete the additional question(s) that pop up.
80
Select "Yes" or "No" if any research team members intend to collaborate with entities or individuals based or ordinarily resident in Iran, Cuba, North Korea, Syria, or Sudan? If "Yes" is selected, complete the additional question(s) that pop up.
Attachments, Space and Notes Section
81
Click "Attachments, Space, and Notes" to complete this section. This section collects documents for the proposal that have not already been uploaded.
82
Attach, where applicable, the documents listed. Example, drop and drag or upload Scope of Work file in the Scope of Work, Narrative or Research plan field. **Note - items in red are required for every proposal.**
83
For additional attachments, upload any additional documents you want to include in this section to include biosketches, letters of support, etc.
84
Select "On-Campus" or "Off-Campus", and enter the additional fields. **Note - For on-campus space, select the building from the dropdown menu. If the building is not listed, select "Not Listed", which is the last entry in the list. A box will appear for you to enter the building name(s) and room number(s). For off-campus space, please list a full address in the space that pops up.**
85
Enter the UT number from Leo
86
Enter any special notes, comments or instructions regarding your proposal. This is internal information for the University only and will not be forwarded to the sponsor.
87
This area is for OSP only. OSP Staff to complete date and time fields proposal was approved and choose AM or PM. If proposal met deadline.
88
This area is for OSP only. OSP staff to choose from the dropdown menu.
International Section
89
This section needs to be completed if "International Activity" was selected from the dropdown menu on the Personnel Section.
90
Enter anticipated start date and anticipated end date of international travel.
91
Select "Yes" or "No" if your research/project is affiliated with an international partner/host institution or organization. If "Yes" is selected, addition fields will pop up to enter the international partner or host institution and to indicate if the international partner or host institution requires an MOU or other type of formal agreement.
92
Select "Yes" or "No" if there are OU students participating in any of the international portions of the program. If "Yes" is selected, please provide details about the student's participation in the box that pops up.
93
Enter any additional information about the project in this box.
94
Select "Yes" or "No" regarding OU's travel health insurance and international SOS for faculty and staff.
95
If funded, select your willingness to assist OU's efforts to engage stakeholders such as organizing Alumni events or supporting student recruitment.
96
Select "Yes" or "No" if the Funder is outside the US. If "Yes" is selected, enter the country in the adjacent box.
Ready to Route Your Proposal
97
You have answered all questions and are now ready to route your proposal for review. [Routing a Proposal for Review](https://catmailohio.sharepoint.com/:b:/s/VPR-ORSPMTG/EerBv9XVG_JFszyYmfnOEcMBjjsxf0B1_MbFiH3N5EINQA?e=7O5V4I) will give you step by step instructions to help you route your proposal.
Creating a Project Proposal
Donyo J Marshall
97 steps
10 minutes
Cayuse
Microsoft Login
Scribe
Creating a Project Proposal
Login
1
Navigate to the Cayuse Platform Address: <https://ohio.app.cayuse.com/>
2
Click "[Your Ohio account SSO to login](mailto:susan.robb@ohio.edu)
3
Click on "Products".
4
Select "Sponsored Projects"
5
Click "Start New Proposal"
6
If this is a new proposal, select "This proposal is not related to any existing proposals or awards (Create New Project)"
7
Enter the title for your project and click "Create New Project"
8
If this proposal is related to an existing proposal, select "This proposal is related to existing proposals (Add Proposal to Project)", enter the project number or title and click "Add New Proposal to Project".
General Information Section
9
Click General Information to complete this section. This section of the Proposal Record contains fields related to broad areas of the proposal including the project start and end dates and the type of award mechanism, proposal type, and activity type.
10
Begin typing the Sponsor information in the field and choose the sponsor from the dropdown menu. **Note - Before requesting to add a sponsor or an external organization via the request form, ensure that you have spelled out the entire name of the Sponsor and/or specifically searched for some of the major words within the Sponsor name.**
11
Prime Sponsor - If we are serving as a pass-through entity, list the sponsor providing the original funding.
12
Enter the Funding Opportunity/Sponsor Application No. Example - "NSF22503 - This is a transfer from another institution. The FOA is from 2021 and is no longer active."
13
Enter the Sponsor Program name.
14
Select "URL" or "Attachment" for the proposal guidelines. If "URL" is selected, please provide the URL for the Sponsor's proposal guidelines. If "Attachment" is selected, please upload a copy of the guidelines.
15
Enter the Sponsor contact information if available.
16
Enter the title of the project as reflected on the proposal being submitted to the Sponsor. Example - "LEAPS-MPS: Taming the Radicals-Manipulating Lattice-Confined Metalloradicals for C-H Activation."
17
Select from the menu the unit administering the project. See example on the next slide.
18
Example - Begin typing "Chemistry" and choose "CHEMISTRY AND BIOCHEMISTRY (100090)" from the menu.
19
Does this proposal align with any of the Dynamic Strategy areas? - Select all that apply.
20
Select Activity Type from the dropdown menu. Please note - the definition of each activity type is listed.
21
Select the type of proposal from the dropdown menu.
22
The Submission Method field indicates the portal through which the proposal will be submitted to the Sponsor. Select the submission method from the dropdown menu.
23
Enter the anticipated deadline date and time the project will end and indicate AM or PM for the time.
24
Choose Sponsored Program Team; White Team or Green Team
Personnel Section
25
Click "Personnel" to complete this section.
26
Choose to view effort in percentages or months.
27
Enter all OHIO team member(s), including students (if named), information. See example on the next slide.
28
Example - Begin entering the last name of team member -"Gao" and select the team member's name from the menu.
29
Select the designated role of the team member(s) specified on the project from the dropdown menu.
30
Select the internal association from the dropdown menu. The designated unit of the individual listed. See example on the next slide.
31
Example - Begin typing an internal association such as "Chemistry" and choose the correct internal association from the menu, in this case "CHEMISTRY & BIOCHEMISTRY (E10009)" is selected.
All credit should equal 100%. Award dollar distribution will be based on Credit Distribution. RI distribution will be captured separately at the end of this tab.
32
Credit field - enter the desired credit distribution for each person based on their contribution to the overall project effort.
33
The Cost Share Effort, Sponsored Effort and Total Effort fields should be completed for each individual reflected in accordance with their academic appointments.
34
Select each college/school that is represented by the project team from the dropdown menu. Each college/school can only be selected once.
35
This question assist with routing. Select from the dropdown menu all that apply. Select "none" if not applicable. If "International Activity" is selected, an additional section, "International", will pop up at the end of the Proposal Sections that will need to be completed.
36
Choose how many faculty members need release time, selecting from numbers 0-3. If 1-3 are selected, additional fields will pop up to enter the faculty's member name and a description of the release time requested as shown below.
37
Choose type of distribution from the dropdown menu.
38
Choose the number from 0 - 20 of how many RI Distributions are needed. Selecting a number from 1-20 will prompt additional fields to pop up to complete. The RI Distribution PI name and the RI Distribution Percentage for each PI as shown below.
Budget Section
39
Click on "Budget" to complete this section. This section of the Proposal Record is where you will reflect the summary (i.e. "high-level") budget information related to the proposal.
40
Select the current fiscal year from the dropdown menu.
41
Complete the fields under "Summary Sponsor Budget Details Initial/Current Budget Period (Year 1). Please note the explanation under each field for instructions.
42
Complete the fields under "Summary Sponsor Budget Details All Budget Periods". Please note the explanation under each field for instructions.
43
Select the appropriate indirect cost rate from the dropdown menu. If Sponsor Defined or IDC Cost Share Approved is selected, an additional field will pop up requesting documentation supporting the rate.
44
Select "Yes" or "No" if Administrative Costs are direct charged. If "Yes" is selected, follow the instructions that pop up and complete the additional form.
45
Enter Voluntary IDC Cost Share Amount if applicable.
46
Select "Yes" or "No" if graduate fee waivers are needed from the University. If "Yes" is selected, answer the additional question(s) that pop up. See example on next slide.
47
Example - if "Yes" is selected in answering the Graduate Tuition question, enter the number of semesters per year needed, total number of years needed, total semesters needed, and the total dollar value of the waived tuition if know.
48
Select "Yes" or "No" if cost sharing is involved in this project. If "Yes" is selected, complete the additional question that pop up regarding amount of cost share.
49
Select "Yes" or "No" if the proposed project will require any equipment installation, space modification, ventilation etc. that will require approval from the Facilities department.
50
Select "Yes" or "No" if you need new additional resources to do this project over and above what is requested in the proposal budget. If "Yes" is selected, please complete the additional question(s) that pop up. Please see example in the next slide.
51
Example - If "Yes" is selected for additional new resources needed are over requested budget, please select the resources needed for this proposal (check all that apply).
Subawards Section
52
Click "Subawards" to complete this section.
53
Choose the number of subawards from 0-10 that are on this project.
54
If the project includes subawards, complete the additional fields that pop up as shown below.
Research Subjects Section
55
Click "Research Subjects" to complete this section. This section of the Proposal Record contains questions on Human and Animal Subjects.
56
Select "Yes" or "No" if this research involves interactions with or data about living people (Human Subjects). If "Yes" is selected, please complete the additional question(s) that pop up.
57
Select "Yes" or "No" if this research involves live vertebrate (Animal Subjects). If "Yes" is selected, please complete the additional question(s) that pop up.
Research Materials Section
58
Click "Research Materials" to complete this section.
59
Select "Yes" or "No" if using biohazardous materials. If "Yes" is selected, complete the additional question(s) that pop up.
60
Select "Yes" or "No" if this project involves the use of radiation. If "Yes" is selected, complete additional question(s) that pop up.
61
Select "Yes" or "No" if using chemicals. If "Yes" is selected, complete the additional question(s) that pop up.
62
Select "Yes" or "No" if this project involves the use of materials provided by the sponsor or another party. If "Yes" is selected, please complete the additional question(s) that pop up.
63
Select "Yes" or "No" if this project provides sub-awards for research involving biological, hazardous chemical, and/or radiological materials conducted at other institutions where OU is the primary institution administering the funds.
Intellectual Property Section
64
Click "Intellectual Property" to complete this section.
65
Select "Yes" or "No" if this proposal contains any novel innovations. If "Yes" is selected, complete the additional question(s) that pop up.
66
Select "Yes" or "No" if this proposal involves any background intellectual property.
67
Select if this proposal involves the use of data or materials from the source listed in the dropdown menu. If any are selected from the menu, please provide detailed information on the data or materials you will need to obtain. If "No" is selected, choose "None" from the dropdown menu.
68
Select "Yes" or "No" if this proposal is expected to generate any novel innovations that may be patentable or copyrightable.
Export Control Section
69
Click "Export Control" to complete this section. This section of the Proposal Record contains questions regarding federal export control regulations.
It is the responsibility of the PI to identify any items, technology, or activities that might implicate federal export control regulations. For more information about research and export controls, please see the ORSP website.
70
Select "Yes" or "No" to the questions listed. Some questions that are answered "Yes" may have additional question(s) that pop up. Those questions are noted in the slides below.
71
If "Yes" is selected to sending/transporting anything or receiving anything from outside of the US, complete the additional question(s) that pop up.
72
If "Yes" is selected for any anticipated travel outside the US associated with this project, complete the additional question(s) that pop up.
73
If "Yes" is selected to sending your research results either paper or electronically to a foreign country or foreign national, complete the additional question(s) that pop up.
74
If "Yes" is selected to any member of the project team being a foreign national, complete the additional question(s) that pop up.
Foreign Support & Collaboration Section
75
Click "Foreign Support & Collaboration" to complete this section. This section of the Proposal Record contains questions regarding the disclosure of all sources of other support (domestic or foreign) as well as all foreign components to research projects.
76
Select "Yes" or "No" if any research team member participates in a foreign talent program.
77
Select "Yes" or "No" if any significant scientific element of this project occur outside the United States? If "Yes" is selected, complete the additional question(s) that pop up.
78
Select "Yes" or "No" if any research team member receives any foreign support for their research efforts. If "Yes" is selected, please explain in the additional field that pops up.
79
Select "Yes" or "No" if any research team members receive any personal payments from a foreign institution, faculty appointment at a foreign institution, or if any team members are performing research on behalf of a foreign institution outside of a grant or contract through OU. If "Yes" is selected, complete the additional question(s) that pop up.
80
Select "Yes" or "No" if any research team members intend to collaborate with entities or individuals based or ordinarily resident in Iran, Cuba, North Korea, Syria, or Sudan? If "Yes" is selected, complete the additional question(s) that pop up.
Attachments, Space and Notes Section
81
Click "Attachments, Space, and Notes" to complete this section. This section collects documents for the proposal that have not already been uploaded.
82
Attach, where applicable, the documents listed. Example, drop and drag or upload Scope of Work file in the Scope of Work, Narrative or Research plan field. **Note - items in red are required for every proposal.**
83
For additional attachments, upload any additional documents you want to include in this section to include biosketches, letters of support, etc.
84
Select "On-Campus" or "Off-Campus", and enter the additional fields. **Note - For on-campus space, select the building from the dropdown menu. If the building is not listed, select "Not Listed", which is the last entry in the list. A box will appear for you to enter the building name(s) and room number(s). For off-campus space, please list a full address in the space that pops up.**
85
Enter the UT number from Leo
86
Enter any special notes, comments or instructions regarding your proposal. This is internal information for the University only and will not be forwarded to the sponsor.
87
This area is for OSP only. OSP Staff to complete date and time fields proposal was approved and choose AM or PM. If proposal met deadline.
88
This area is for OSP only. OSP staff to choose from the dropdown menu.
International Section
89
This section needs to be completed if "International Activity" was selected from the dropdown menu on the Personnel Section.
90
Enter anticipated start date and anticipated end date of international travel.
91
Select "Yes" or "No" if your research/project is affiliated with an international partner/host institution or organization. If "Yes" is selected, addition fields will pop up to enter the international partner or host institution and to indicate if the international partner or host institution requires an MOU or other type of formal agreement.
92
Select "Yes" or "No" if there are OU students participating in any of the international portions of the program. If "Yes" is selected, please provide details about the student's participation in the box that pops up.
93
Enter any additional information about the project in this box.
94
Select "Yes" or "No" regarding OU's travel health insurance and international SOS for faculty and staff.
95
If funded, select your willingness to assist OU's efforts to engage stakeholders such as organizing Alumni events or supporting student recruitment.
96
Select "Yes" or "No" if the Funder is outside the US. If "Yes" is selected, enter the country in the adjacent box.
Ready to Route Your Proposal
97
You have answered all questions and are now ready to route your proposal for review. [Routing a Proposal for Review](https://catmailohio.sharepoint.com/:b:/s/VPR-ORSPMTG/EerBv9XVG_JFszyYmfnOEcMBjjsxf0B1_MbFiH3N5EINQA?e=7O5V4I) will give you step by step instructions to help you route your proposal.
