How to Create a New External Proposal

1. Login to your mySFA and navigate to the Research Tab, then click on Cayuse
2. In the top right corner in Cayuse, click Products, then select Sponsored Projects in the drop-down menu
   
3. Selecting the Sponsored Projects (SP) module will open the SP Dashboard with several sections to view:
   1. Categories indicating where proposals are in the review process (red square in image below; located near the middle of the dashboard)
   2. List view of proposals based on assigned roles (red star in the image below; located near the bottom of the dashboard)
   3. Ability to start a new proposal (red arrow in the image below; located near the top right of the dashboard)
      
4. Click + Start New Proposal (top right of dashboard) to begin entering proposal details. A pop-up will appear asking to specify if the proposal is related to an existing proposal or award:
   1. Create New Project: select this option if the proposal is not related to existing proposals or awards
   2. Add Proposal to Project: select this option if the proposal is related to existing proposals or awards
      
5. Click Create New Project; a pop-up will appear requesting the project title
6. Enter a descriptive project title in the Project Title field, then click Create New Project
   1. Examples:
      1. Invasive Species Modeling
         
      2. SFA Charter School 2021-2022
      3. Technology Action Plan
         
7. The Proposal Form will open in the same window showing various information fields to be completed
   1. Proposal Information: Title, Proposal Number (automatically generated by Cayuse)
   2. My Actions: 
      1. Complete Review: this is for reviewers/approvers with the appropriate Cayuse roles
      2. Route for Review: this is for PIs once all proposal information is entered to begin the automated routing process
   3. Proposal Summary: an at a glance and auto-populated view of proposal summary information based on fields that are entered in the proposal form
   4. Proposal Related Tabs: this displays the various sections of the proposal form such as Routing, History, Actions, Tasks, Notes, Attachments and Links
   5. Proposal Sections: contains the various sections of the proposal form that are required based on selections in the form (smart conditional logic)
      1. The red circle containing a number indicated the number of incomplete required fields for the proposal type
      2. For example, Internal Proposal Types will not require the same sections that any other Proposal Type requires
   6. Proposal Information: contains the fields that are required based on selections within the form (smart conditional logic)
      
8. For Externally Funded Proposals, select one of the following from the Proposal Type field
   1. New Proposal or Application – Proposal that has never been submitted or funded
   2. Collaborative Application (SFA not lead) - An application where two or more universities, colleges or departments work on a unified project.  SFA can be the lead institution or another institution can be the lead institution.
   3. Continuation/Renewal - A request or an award for a subsequent budget period within a previously funded project for which the recipient does not have to compete with other applications.
   4. Contract or Award - A legally binding document between two or more entities with specific terms and conditions.  An award is what is given when your project is funded with a beginning date and an ending date.
   5. Non-Competing Continuation/Progress Report - A report that is required by the sponsor indicating the progress of the project and it is not in competition with other applications. 
   6. Pre-Proposal/Letter of Intent - A letter requested by a sponsor of a potential proposer indicating you intend to submit an application for a given project.
   7. Resubmission - Resubmitting a previously submitted application
   8. Revision – An application that has been submitted and sponsor requested to change something in proposal. Revision can also take place after a project has been funded due to changes in the scope of work or changes within budget categories.   
   9. Supplement – A request for more funds or the sponsor gives additional funding to a project.
   10. 501(c)(3) SFA Foundation Submission Required – This application has to be submitted by SFA Foundation if the Sponsor requires the university to be a Non-Profit organization with a 501(c) (3) designation
9. Complete all required fields in the Proposal Information section (this includes Institutional Considerations)
   1. Proposal Submission Method
   2. Project Title
   3. Preferred Banner File Name (35 Character Limit)
   4. SFA Department Managing Award (note: this will be YOUR department)
   5. SFA Primary Contact that will Manage the Projects (note: the Principal Investigator)
   6. Project Start Date
   7. Project End Date
   8. Anticipated Award Instrument
   9. Will funds be awarded to SFA, or will SFA provide match/cost share?
   10. Activity Code
10. Proceed to the Personnel section to complete the required fields:
    1. Search for and select the PI's name
    2. Select the PI's College or Department
    3. Enter the total percentage of time they will spend on the travel or project
11. Proceed to the Sponsor Information section to complete the required fields:
    1. Sponsor Deadline
    2. For the Funding Agency field, begin typing agency name or acronym to search and select the appropriate sponsor
       1. Examples:
          1. National Institutes of Health (NIH)
          2. National Science Foundation (NSF)
          3. Department of Labor (DOL)
    3. Is either the Funding Agency or the Prime Funding Agency federal?
    4. Funding Opportunity Announcement
12. Proceed to the Conflicts of Interest Disclosure Process section to complete the required fields
    1. All members of the project team must complete a PI/PD/Key Personnel Financial Conflict of Interest and Nepotism Disclosure and Certification Form and return it to ORGS. The form is linked within the Cayuse proposal.
13. Proceed to the Research Subjects section to complete the required fields for each sub-section:
    1. Human Subjects
    2. Animal Subjects
14. Proceed to the Research Materials section to complete the required fields pertaining to Biohazardous Materials
15. Proceed to the Subawards and Subrecipients section to complete the required fields
16. If funds will be awarded to SFA (indicated in Proposal Information section), complete all required fields in the Budget section, including Facilities & Administrative Costs and Cost Sharing
    1. If there is no cost for a specific field, enter 0 
17. Proceed to the Export Controls section to complete the required fields
18. Proceed to the Proposal Abstract section to complete the required fields
19. Once each section has a green circle with a check mark in it, scroll to the top of the page and select Route for Review in My Actions
    1. If there are incomplete required fields, a red circle with a number will appear next to the section indicating the number of incomplete required fields

For questions or assistance, email cayuse@sfasu.edu.