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. 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. 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 –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

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 KFS Example Under Construction

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

46. Budget - Personnel

47. Budget – Expenses Overview

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