1. CSU Kuali Days Welcome to CSU Kuali Days! Overview Session for: RESEARCH OPERATIONS IN KFS April-May, 2009

2. Research Operations Training Team Members Doug LeavellSponsored Programs1-7178 Kathi DelehoyVP for Research1-7194 Pam HarringtonVP for Research1-3866 Cathy SmithCollege of Engr1-5914 Ron SplittgerberResearch Services1-1555

3. Accessing the Kuali Financial System A link to the test site of KFS is provided on the B&FS website. Effective July 1, 2009 access to KFS will be through the Campus Administrative Portal at https://cap.is.colostate.edu https://cap.is.colostate.edu Log in using your eID (name) Log out using the X

4. Important Reminders KFS goes live on July 1st for FY 2010 Training materials are available at http://kuali.colostate.edu and http://busfin.colostate.edu http://kuali.colostate.eduhttp://busfin.colostate.edu Virtual Kuali Help Desks can be accessed by going to the CAP at https://cap.is.colostate.edu OR by clicking on the “Provide Feedback” found on most Kuali screenshttps://cap.is.colostate.edu

5. Important Reminders (cont.) Please contact any training team member for assistance regarding this session Registration for current Kuali training sessions is open until filled or completed Hands-on training labs are scheduled June 1 st - 5 th and June 8 th – 12 th (additional information will be provided soon)

6. Evaluations Please complete the evaluation survey - drop off in the session evaluation box or - with your training team member for this session or - return to Valerie Monahan: 6003 Campus Delivery

7. Overview What you don’t see Cost Sharing FRS v. KFS Subcode 5680 v. Budgetary Control Indirect Cost F&A Splits

8. What you don’t see Account Creates Extending End Dates Changes to Data Fields Budget Adjustments The Award Document and Authorizing Changes

9. What you don’t see Account Creates Extending End Dates Changes to Data Fields

10. What you don’t see Budget Adjustments

11. What you don’t see The Award Document and Authorizing Changes Anyone can initiate changes in KFS Routing and approval Changes initiated outside Sponsored Programs will not be approved Only the Sponsor can Authorize changes

12. Cost Sharing DEFINITION: Cost sharing, also referred to as matching, is that portion of the project costs not borne by the funding agency Could be CSU contribution or 3 rd party

13. Cost Sharing FRS v. KFS How it looks in FRS

14. Cost Sharing, Cont’d How it looks in KFS

15. Cost Sharing, Cont’d New fields: Is there c/s for this acct? Y/N Is a cost share acct required? Y/N

16. Cost Sharing, Cont’d The SP-9* form can be attached and always available * Cost Share Account (CSA) Request

17. Cost Sharing KFS will be new, but all current CSU policies governing cost sharing still apply

18. Subcode 5680 v. Budgetary Control FRS ‘removes’ over expenditures at month end Account appears to be within budget FBM reports are confusing Added workload to departments

19. Subcode 5680 All is not well But it looks OK

20. Budgetary Control A KFS option that could reduce or eliminate over expenditures For selected accounts only – those with no additional funding from sponsor Applied on an account-by-account basis

21. Budgetary Control

22. No more confusing ePrint reports Reduces the dept workload of removing individual transactions that created the over expenditure Potential application for private sponsors considered ‘at risk’ by allowing expenditures only up to the amount of cash received

23. Indirect Cost FRS Applied to transactions at month end only No true picture of account until month end Difficult to know ‘how much I have left to spend’ KFS Applied as transactions post Account is always up-to- date Balance available shows what is truly left to spend

24. Indirect Cost Coding is currently ‘under construction’

25. F&A Splits For now, business as usual

26. F&A Splits

27. What is Kuali Coeus? Kuali Coeus is a web-based application designed specifically for the research administration process. Designed for both researchers and support staff. Provides centralized process for creation, submission of grant proposals, award reception, reporting of performance, and close-out of grants.

28. When is it coming to CSU?  Kuali Coeus will release version 2.0 in August of 2009.  This release includes solutions for Proposal & budget, Awards, Conflict of Interest, and IRB.  Implementation at CSU is targeted for Mid to End of calendar year 2010.

29. Questions Hmmmmm….