Agenda Introduction to Kuali Coeus – Kuali Foundation – Strategy – Timeline PAIS – Brief Overview (Demographics, Billing, Budget) Kuali Coeus Award Demo – Terminology & Navigation – Error Messages – Award entry basics – Award budget – Account management (award hierarchy, award time & money, medusa)
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)
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.
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.
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
Award Module The Award Module maintains information on awards including: A complete history of changes made to an award from notice through closeout Contact information Reporting requirements (financial, technical, property, patents) Terms and conditions Special reviews (animals, human subjects, biohazards, etc.) Payment and invoice data Award budget
Award Module Will replace the current Sponsored Programs award management system (PAIS) Data pre-populated from Kuali Coeus Institutional Proposal record Data maintained by Sponsored Programs staff Departments will have access to view award data Kuali Coeus Award Kuali Financial System (KFS)
Award Module Terminology and Navigation Main Menu Tabs Panels Sub Panels
Easily distinguish between anticipated funds (the amount of money expected for entire project) and obligated funds (the amount currently available for spending), and how those amounts change over time. Award Hierarchy: Used to group related cost accounts for tracking and reporting purposes.
Time & Money Add dollars from a sponsor or transfer dollars between accounts within the award hierarchy. Move $2,000 from one account to another