Kuali Days / November 2007 Tempe, Arizona

Kuali Research Administration Proposal Budget Module Presented by: Rhonda Dwyer, The University of Arizona Lisa Oliva, Michigan State University Co-Leads

Introduction Module timeline and current participating partners System highlights Detailed review of functionality & system layout: –Proposal Development –Budget Development Q & A

Kuali Process Flow

Proposal Budget Module Timeline Proposal Development Budget Development Scheduled for KRA Release 1 –April 2008 QA Period –July 2008 Deployment

Current Participating Partners The University of Arizona Colorado State University Cornell University Indiana University MIT – Coeus Contributor Michigan State University

Highlights of KRA Proposal Budget Functionality is Based on MIT’s Coeus System Captures all Application & Internal Information Detailed Budget Electronic Routing Grants.gov S2S Capabilities Data Validation & Streamlining Information Link with other Kuali Modules Electronic Record Keeping

Proposal Development

KRA Portal – Main Page

KRA Portal – My Stuff

Proposal Main Page

Sponsor & Organization Info Open book icons represent additional table info that gets linked to the proposal

Examples of Supporting Tables: Sponsor Data

Supporting Tables: Organizational Data Information is already stored Reduces data entry

Supporting Tables: Organization Data cont. Reduces administrative review time

Delivery Info & Keywords

Key Personnel Page

Investigator Person Details Data is pulled in from Person Table (which comes from HR system)

Credit Split

Special Review Information can be linked to IRB Module

Custom Data Under Construction

Questionnaire Under Construction

Permissions Page

Rights & Roles Available Aggregator –Granted full access rights –Answers certification questions –Assigns all other rights/roles –Submits proposal into routing –Proposal Creator is automatically given the role of Aggregator –Additional Aggregators can be designated Budget Creator –Modifies budget & proposal details –Can view narrative & attachments

Rights & Roles cont. Narrative Writer –Modifies narrative & proposal details –Can view budget Viewer –Can view budget, proposal details & narrative Approver –Can view budget, proposal details & narrative –Approves document once in routing

Attachments - Proposal

Attachments - Personnel & Institutional

Text Abstracts & Notes

Grants.gov Highlights Can perform Opportunity search directly through KRA System reads the Opportunity schema to know what data elements & forms are required Data validation is performed prior to submission Electronic submission to Grants.gov (S2S).XML images of Grants.gov forms are created Application status details are transmitted back to KRA after submission

Grants.gov Page

Proposal Actions

Data Validation Highlights Data is validated at three levels: –Hard errors that prevent submission into routing –Hard errors that prevent submission into Grants.gov –Soft warning errors that alert users to possible problems, but do not prevent submission System will display messages and then redirect the user back to the location of the invalid data element

Data Validation

Print & Copy Functions

Ad-Hoc Routing

Route Log – Workflow KFS Example Under Construction

Budget Development

Budget Highlights Specific role for budget creation Budget detail maps to Grants.gov Budget detail flows through to KRA Awards Module Institutional rates applied automatically Key data elements brought forth from the proposal section Multiple budget creation functionality Total cost and period cost limit functionality Modular budget functionality Calculates the total cost of research

Budget Versions

Budget Summary

Budget Rates – Institutional tables

Budget Rates

Budget Rates - continued

Budget - Personnel

Budget – Expenses Overview

Budget – Expenses Personnel

Budget – Expenses Equipment

Totals

Budget – Distribution & Income: Cost Sharing

Budget – Unrecovered F&A and Project Income

Budget – Modular Under Construction

Proposal Hierarchy Under Construction

Budget – Actions Under Construction

Proposal Development & Budget Module: Summary Based on MIT’s Coeus System Web-based with enhanced UI Grants.gov S2S Capabilities Data elements flow through within and between KRA modules Detailed budget capabilities Enhanced workflow (utilizes Kuali Workflow Engine)

Questions Presenters will be in the lab directly following this presentation.