Renewal Proposal PDRF

If it is unclear whether to use a resubmission, renewal or supplement PDRF, please contact your institutional official for guidance.

1. Go to Stanford electronic Research Administration (SeRA) system. 
2. From the red banner at the top of any page within SeRA click on Search.  Enter the SPO # for which you’d like to initiate the Renewal PDRF.  The search will interactively display matches according to what is being entered. Click on the appropriate blue reference number to drill into the relevant record.

Note- if you press Enter on your keyboard, the first listed search result will be automatically selected

3. From the Project Summary page, locate the teal Start Transaction button and select Proposal – Renewal

4. A new window will display asking Do you want to link to a Cayuse application?

• If the Renewal proposal will NOT be prepared in Cayuse, select No or bypass the question entirely
  • Click Start

• If the Renewal proposal will be prepared in Cayuse, select Yes
  • Enter the Cayuse Proposal ID.  If a Cayuse proposal has not yet been started for the Renewal proposal, you may select No at this time, proceed with starting the Renewal PDRF, and link the Cayuse proposal to the PDRF later once it is created.  Please refer to the Linking a Cayuse Proposal to a PDRF guide for complete instructions.

• The Cayuse Proposal ID can be found within a Cayuse proposal by clicking on the Proposal Information icon at the top of any page
  • To access Cayuse from SeRA, click on the Navigate drop down menu from the red banner at the top of the SeRA page

• Click Start and proceed with completing the PDRF.
• Proceed with completing the PDRF Preparation Guide; continue from the PI & Project Location section.

Need further SeRA assistance? Please submit a HelpSU ticket to the SeRA Support Team and a SeRA Support Analyst will contact you shortly.