CSU Kuali Days

Welcome to CSU Kuali Days!

Overview Session for:

RESEARCH OPERATIONS IN KFS

April-May, 2009

Research Operations

Training Team Members

• Doug Leavell Sponsored Programs 1-7178

• Kathi Delehoy VP for Research 1-7194

• Pam Harrington VP for Research 1-3866• Cathy Smith College of Engr 1-

5914• Ron Splittgerber Research Services 1-1555

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

• Log in using your eID (name)

• Log out using the X

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

• 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 screens

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 1st - 5th and June 8th – 12th (additional information will be provided soon)

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

Overview

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

What you don’t see

• Account Creates• Extending End Dates• Changes to Data Fields• Budget Adjustments• The Award Document and Authorizing

Changes

What you don’t see

• Account Creates

• Extending End Dates

• Changes to Data Fields

What you don’t see

• Budget Adjustments

What you don’t see

• The Award Document and Authorizing ChangesAnyone can initiate changes in KFS

Routing and approval

Changes initiated outside Sponsored Programs will not be approved

Only the Sponsor can Authorize changes

Cost Sharing

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

Cost Sharing FRS v. KFS

• How it looks in FRS

Cost Sharing, Cont’d

• How it looks in KFS

Cost Sharing, Cont’d

New fields:

Is there c/s for this acct? Y/N

Is a cost share acct required? Y/N

Cost Sharing, Cont’d

• The SP-9* form can be attached and always available

*Cost Share Account (CSA) Request

Cost Sharing

• KFS will be new, but all current CSU policies governing cost sharing still apply

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

Subcode 5680

• All is not well

• But it looks OK

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

Budgetary Control

Budgetary Control

• 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

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

Indirect Cost

• Coding is currently ‘under construction’

F&A Splits

• For now, business as usual

F&A Splits

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. 

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.

Questions

• Hmmmmm….• Hmmmmm….