File in Flap 6
PROPOSAL FILE & CAYUSE CHECKLIST - OGC No.
PROPOSAL FILE CHECKLIST
All proposal files should include:
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Cayuse routing chain built…….……… Routing complete
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Completed Internal Routing Form
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Internal Budget Sheet
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Scope of Work (Summary, Project Description, or Project Narrative)
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SAM check for PI and Key Personnel
If project involves (mark all that apply)
Required additional form:
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Reduced Indirect……………………....IDC waiver form............ Completed form received &
in Cayuse
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Off campus rate……..……….…….......Off campus rate form… Completed form received &
in Cayuse
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Human Subjects …………….……...…IRB approval…….... E-mail N. Del Rio
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Vertebrate animals ……………...….…IACUC approval.... E-mail N. Del Rio
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Subcontract(s)………………………… Subrecipient commitment form for each
SAM check for each
Special documents for the file, but do NOT upload on Cayuse:
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Sponsor is private entity, and non-exempt………………… 700-U form*
Notify PI
Completed form(s) received
SAM check for sponsor
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Sponsor is NSF or DHHS/NIH (circle one)………..……….FCOI Disclosure Form
Notify PI
Completed form(s) received
FCOI online tutorial training** (NIH)
*To be completed at time of award only **If needed, to be completed at time of award only
If no official submission (i.e. routing is done after-the-fact, normally after we received an agreement), include:
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Completed “No official submission” document on Flap 6 (form found in Dropbox);
Add comment on Cayuse summary page that there is no official submission; routing is for internal approvals only.
CAYUSE CHECKLIST
Cayuse should have, at the minimum, the following
documents uploaded:
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Other documents to note:
Internal Routing form
Internal Budget sheet
Scope of Work
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Submission guidelines (e.g. RFP, Solicitation)
IDC waiver/Off-Campus rate justification form
Narratives (Budget, Proposal)
Budget justification, etc.
Reminders
- Mark all appropriate answers on the summary page
- If IDC charged is less than negotiated or if OFF CAMPUS rate is used, add comments on summary page for
justification (example: “IDC used is 8% MTDC per sponsor guideline”; attach IDC waiver form
- Add other pertinent comments on summary page
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After submission
Update status on Cayuse to “Submitted,” input date of submission and submitted by
Upload final submitted documents “FINAL PROPOSAL SUBMITTED”
If electronic (e.g,. fastlane): PDF of submitted electronic file
If hardcopy: PDF of cover letter and final attachments submitted
Document1
(Please note dates forms
are sent or received to
PI/Key Personnel, etc.)