1. KRA Proposal Development Rhonda Dwyer University of Arizona Lisa Oliva Michigan State University Tyler Wilson Colorado State University

2. Kuali Days :: Chicago May 13-142 Discussion Topics  Release Schedule & Current Development Status  How to Navigate Proposal Development  Proposal Development Functionality  Enhancement Requests  Quality Assurance (QA) Period & Testing Process

3. Kuali Days :: Chicago May 13-143 Kuali Process Flow

4. Kuali Days :: Chicago May 13-144 Module Timeline  KRA Release 1 – Proposal Development Module  April 2008 Quality Assurance Period  July 2008 Deployment  Budget User-Interface Redesign Release 1.1  October 2008

5. Kuali Days :: Chicago May 13-145 Highlights of Proposal Development Functionality is Based on MIT’s Coeus System  Captures all External Application & Internal Information  Abstracts & Other Attachments  Data Validation & Streamlining  Electronic Routing / Approvals  Grants.gov System to System (S2S) Capabilities  Information Link with other Kuali Modules  Electronic Record Keeping

6. Kuali Days :: Chicago May 13-146 KRA Home Page: Researcher View

7. Kuali Days :: Chicago May 13-147 KRA Home Page: Unit/Departmental View

8. Kuali Days :: Chicago May 13-148 Proposal Tabs & Navigation Help & User Documentation

9. Kuali Days :: Chicago May 13-149 Required Fields

10. Kuali Days :: Chicago May 13-1410 Sponsor & Organization Info Table Inquiry Icon - represents additional table info that gets linked to the proposal

11. Kuali Days :: Chicago May 13-1411 Supporting Tables: Organization Data  Information is already stored  Reduces data entry & review time

12. Kuali Days :: Chicago May 13-1412 Delivery Info & Keywords

13. Kuali Days :: Chicago May 13-1413 Key Personnel Page

14. Kuali Days :: Chicago May 13-1414 Personnel Information Default data is pulled in from Person Table

15. Kuali Days :: Chicago May 13-1415 Credit Split

16. Kuali Days :: Chicago May 13-1416 Special Review Information can be linked to IRB Module

17. Kuali Days :: Chicago May 13-1417 Custom Data

18. Kuali Days :: Chicago May 13-1418 Questions

19. Kuali Days :: Chicago May 13-1419 Permissions

20. Kuali Days :: Chicago May 13-1420 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

21. Kuali Days :: Chicago May 13-1421 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

22. Kuali Days :: Chicago May 13-1422 Abstracts & Attachments

23. Kuali Days :: Chicago May 13-1423 Proposal Attachments

24. Kuali Days :: Chicago May 13-1424 Personnel Attachments

25. Kuali Days :: Chicago May 13-1425 Internal Attachments

26. Kuali Days :: Chicago May 13-1426 Proposal & Internal Attachments: Rights

27. Kuali Days :: Chicago May 13-1427 Abstracts

28. Kuali Days :: Chicago May 13-1428 Notes

29. Kuali Days :: Chicago May 13-1429 Grants.Gov Opportunity Search

30. Kuali Days :: Chicago May 13-1430 Grants.Gov Opportunity

31. Kuali Days :: Chicago May 13-1431 Grants.Gov Forms

32. Kuali Days :: Chicago May 13-1432 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

33. Kuali Days :: Chicago May 13-1433 Proposal Actions

34. Kuali Days :: Chicago May 13-1434 Data Validation Highlights  Data is validated at three levels:  Hard errors that prevent submission into routing  Hard errors that prevent submission into Grants.gov (when applicable)  Soft warning errors that alert users to possible problems, but do not prevent submission  System will display messages and can redirect the user back to the location of the invalid data element

35. Kuali Days :: Chicago May 13-1435 Data Validation

36. Kuali Days :: Chicago May 13-1436 Data Validation - Errors

37. Kuali Days :: Chicago May 13-1437 Data Validation - Errors

38. Kuali Days :: Chicago May 13-1438 Proposal Hierarchy – Release 2.0

39. Kuali Days :: Chicago May 13-1439 Print Forms

40. Kuali Days :: Chicago May 13-1440 Proposal Copies

41. Kuali Days :: Chicago May 13-1441 Route Log

42. Kuali Days :: Chicago May 13-1442 Ad Hoc Routing

43. Kuali Days :: Chicago May 13-1443 Enhancements Requests  Ability for Key Persons to “opt in” for Credit Split & Certification Questions  Grants.gov Resubmissions  allows multiple proposal “versions” to be linked together  Sponsor Statuses  such as pending, funded, rejected, etc.  provides additional data elements for reporting

44. Kuali Days :: Chicago May 13-1444 Quality Assurance Period System Testing  Quality Assurance period officially began on April 1, 2008  Majority of testing efforts focus on the Budget portion  Over 50 scenarios created to test functionality  Test cases developed  Authorization  Approval Workflow  Budget calculations  Grants.gov System to System (S2S)  Performance Testing

45. Kuali Days :: Chicago May 13-14 KRA Proposal Lab  Focus is on Proposal Development and Grants.gov S2S submissions.  The facilitators will help you work through a KRA Proposal, and take your questions.  3:45 – 4:45 Tuesday in the Marlborough room. 45

46. Kuali Days :: Chicago May 13-1446 Questions Please join us for the KRA Budget Presentation & KRA Labs