KRA Proposal Development

Rhonda Dwyer

University of Arizona

Lisa Oliva

Michigan State University

Tyler Wilson

Colorado State University

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Discussion Topics

Release Schedule & Current Development Status

How to Navigate Proposal Development

Proposal Development Functionality

Enhancement Requests

Quality Assurance (QA) Period & Testing Process

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Kuali Process Flow

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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

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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

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KRA Home Page: Researcher View

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KRA Home Page:Unit/Departmental View

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Proposal Tabs & Navigation

Help & User Documentation

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Required Fields

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Sponsor & Organization Info

Table Inquiry Icon -represents

additional table infothat gets linked to the proposal

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Supporting Tables:Organization Data

Information is already stored

Reduces data entry & review time

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Delivery Info & Keywords

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Key Personnel Page

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Personnel Information

Default data ispulled in fromPerson Table

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Credit Split

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Special Review

Information can be linked to IRB Module

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Custom Data

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Questions

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Permissions

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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

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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

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Abstracts & Attachments

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Proposal Attachments

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Personnel Attachments

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Internal Attachments

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Proposal & Internal Attachments: Rights

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Abstracts

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Notes

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Grants.Gov Opportunity Search

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Grants.Gov Opportunity

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Grants.Gov Forms

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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

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Proposal Actions

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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

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Data Validation

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Data Validation - Errors

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Data Validation - Errors

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Proposal Hierarchy – Release 2.0

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Print Forms

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Proposal Copies

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Route Log

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Ad Hoc Routing

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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

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Quality Assurance PeriodSystem 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

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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.

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Questions

Please join us for the KRA Budget Presentation & KRA Labs