1. Kuali Coeus Proposal Development Module Kuali.Colostate.edu

2. Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline Proposal Development Demo – Terminology & Navigation – Error Messages – Entering a development proposal – Grants.Gov – Proposal Hierarchy – Institutional Proposal

3. Introduction to Kuali Coeus Kuali is a community of universities, colleges, businesses, and other organizations that have partnered to build and sustain open-source administrative software for higher education, by higher education. Coeus is an Electronic Research Administration system developed by the Massachusetts Institute of Technology (MIT)

4. The Kuali Foundation The Kuali Projects are tied together by the Kuali Foundation, a non-profit organization that coordinates the efforts of partners, manages and protects the community's intellectual property, and handles common concerns among the Kuali Projects.

5. Strategy Replace the current Research Management System. Proposal Approval and Support System (PASS) and the Sponsored Programs award management system (PAIS, RPS, PBS) with Kuali Coeus.

6. June 2010 July 2010 August 2010 September 2010 October 2010 May 2010 November 2010 December 2010 January 2011 February 2011 March 2011 April 2011 May 2011 June 2011 July 2011 August 2011 September 2011 October 2011 Implementation Infrastructure Integration Migration Quality Assurance Training Go Live Awards Rice Dev. Rice Test Go Live Proposal Pilot

7. Proposal Development Highlights Functionality based on MIT’s Coeus System Captures application & institutional information Multiple users can be working simultaneously in different functional areas (proposal, attachments, budget) Data validation Electronic routing for approval Grants.gov System-to-System (S2S) capabilities Proposal Hierarchy functionality Linked with other Kuali modules

8. Terminology & Navigation Main Menu Tabs Panels Sub Panels

9. Error Messages

10. Proposal Walkthrough Proposal Grants.Gov Key Personnel Special Review Custom Data Abstracts & Attachments Questions Budget Versions Permissions Proposal Actions Medusa

11. Institutional Proposal Contains proposals that have been submitted to an external sponsor Generated from a proposal development record – Data is copied from the source into the institutional proposal record Ties together multiple submissions of the same proposal – Versioned document so that proposal detail can be updated so Award document can be generated from current information Becomes the basis for the Award document

12. Proposal Hierarchy Combines multiple proposals into one master proposal, useful for collaborative projects: – Involving multiple investigators who wish to retain independent budgets (e.g. Engineering and Veterinary Medicine) – Containing sub-projects

13. Questions