Kuali Research Proposal Development (KR PD): KR PD allows users to construct and route a proposal and related budget information for department, college, and OSP review, approval, and submission.

Kuali Research Institutional Proposal (KR IP): Summary data of all proposals that have been reviewed and approved by OSP is contained within the KR PD Institutional Proposal (IP) module. An IP record is created by OSP from the KR PD record. IP records are searchable by unique IP#s and information is reportable by requested budget, start and end dates, and sponsor information. Once a proposal is funded, IP data is linked to the existing award.

Kuali Research Negotiations: Incoming new awards and modifications for existing awards are tracked using the Negotiations module from receipt in OSP through setup of a new award/account or modification of an existing award/account. OSP also uses Negotiations to track activities related to ‘unfunded’ agreement types such as MTAs, NDAs, Data Use Agreements, etc., that are managed through OSP.

Kuali Research Award (KR Award): Funded proposals are managed from award setup to project closeout in the KR Award module. A unique award record is set up to record obligated funding, payment terms, sponsor terms & conditions, and reporting requirements. Award information, department administrator, and budget information are fed to KFS to create the sponsored project account, where expenditures are managed.

Kuali Research Subaward: The Subaward module contains records of agreements with external organizations to perform a portion of the work under a sponsored award and facilitates CSU’s subrecipient monitoring responsibilities.

KR PD Production Environment: Clicking here will open the Kuali landing page in a new tab. This application requires Shibboleth authentication with a CSU NetID login. Choose the Research Home tile to get to the Kuali Research Dashboard. Use Common Tasks in the Research Home left navigation menu to go to the page where the option to Create Proposal is located.

Kuali Research is a web-based application that requires a current version of a supported browser application to work as intended.
– Windows: Chrome, Edge, or Firefox browsers are supported. Internet Explorer is not supported. 
– Mac: Safari and Chrome browsers are supported. 

Pop-ups must be allowed for functionality to work properly.

KR PD Stakeholder Contacts by College:  Representatives of CSU’s colleges who participate in decision-making about KR PD functionality and serve as college-level resources for department administrators regarding use of KR PD.

Reference
Proposal Types – Definitions and Use Cases, UPDATED 7/20/2021
Activity Types, UPDATED September 2023
Kuali Research Cloud Navigation, UPDATED March 2024

Proposal
Creating a Proposal Record (Updated May 2022)
Add Principal Investigator
PI Certification (includes instruction for during routing and before routing)
Attachments
Adding Subrecipients (includes budgeting instructions)
Animal, Human, Biosafety Compliance Entry
Assign Proposal Access Roles (with table of roles/descriptions)
Using ‘Send Notifications’ in KR PD

Proposal Hierarchy
Basics

S2S (system-to-system)
Current s2s Tips

Budget
Creating a Budget Version
Modify Budget Rates
Change Budget Settings
Personnel Budgeting – Appointment Type
Personnel Budgeting – Groups
Cost-share Budgeting
Budgeting Salary Cap or 1% minimum effort

Navigation, Workflow, Approvals
Basic Navigation
Approval Routing
Pessimistic Lock

More proposal, budget, and approver video content coming soon!

KR PD Training Environment – This link will open the new Kuali cloud SBX (sandbox/training) environment. Choose Research Home to navigate to the Sponsored Programs modules. Access requires Shibboleth (CSU eID login) and DUO 2fa authentication. Chrome and Firefox browsers are recommended.

Training Guides:

Proposal Training Guide, UPDATED December 2023
S2S (system-to-system) Training Guide
Proposal Hierarchy Training GuideUPDATED June 2022
Proposal Budget Training Guide UPDATED September 2023

Training Videos:

Proposal Budget Training Video UPDATED November 2022
KR PD Intro and Lifecycle 2022
Navigation in the Cloud environment
Create Proposal and Add Key Personnel
Open a PD record + Add Access
Questionnaire + Supplemental Info