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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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Pro
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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