Kuali CoeusProposal Development Module

Kuali.Colostate.edu

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

Introduction to Kuali CoeusKuali 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.

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Implementation

Infrastructure

Integration

Migration

Quality Assurance

Training

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Pilot

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

Terminology & NavigationMain Menu

Tabs

Panels

Sub Panels

Error Messages

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

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

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

Questions