1. Kuali Days / November 2007 Tempe, Arizona

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

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

4. Kuali Process Flow

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

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

7. 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

8. Proposal Development

9. KRA Portal – Main Page

10. KRA Portal – My Stuff

11. Proposal Main Page

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

13. Examples of Supporting Tables: Sponsor Data

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

15. Supporting Tables: Organization Data cont.
Reduces administrative review time

16. Delivery Info & Keywords

17. Key Personnel Page

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

19. Credit Split

20. Information can be linked
Special Review
Information can be linked
to IRB Module

21. Custom Data
Under
Construction

22. Questionnaire
Under
Construction

23. Permissions Page

24. 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

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

26. Attachments - Proposal

27. Attachments - Personnel & Institutional

28. Text Abstracts & Notes

29. 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

30. Grants.gov Page

31. Proposal Actions

32. 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

33. Data Validation

34. Print & Copy Functions

35. Ad-Hoc Routing

36. Route Log – Workflow
Under
Construction
KFS Example

37. Budget Development

38. 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

39. Budget Versions

40. Budget Summary

41. Budget Rates – Institutional tables

42. Budget Rates

43. Budget Rates - continued

44. Budget Rates - continued

45. Budget Rates - continued

46. Budget - Personnel

47. Budget – Expenses Overview

48. Budget – Expenses Personnel

49. Budget – Expenses Personnel

50. Budget – Expenses Equipment

51. Totals

52. Budget – Distribution & Income: Cost Sharing

53. Budget – Unrecovered F&A and Project Income

54. Budget – Modular
Under
Construction

55. Proposal Hierarchy
Under
Construction

56. Budget – Actions
Under
Construction

57. 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)

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