Kuali Research

Kuali Research (KR) is the software system used by CSU in support of proposal, award, and subaward management. KR addresses the full sponsored projects lifecycle providing a single resource for all proposal and award information and allows for complex workflow as part of the proposal review and approval process. Together with the Kuali Financial System (KFS), KR provides award management from development to closeout.

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 KR PD application in a new tab. This application requires Shibboleth authentication with a CSU eID login. Chrome or Firefox browsers are recommended. Internet Explorer is not 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.

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 August 2020
S2S (system-to-system) Training Guide
Proposal Hierarchy Training GuideUPDATED June 2022
Proposal Budget Training Guide UPDATED August 2020

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

Training

Small group (4 people) or one-on-one training and assistance can be provided by appointment. Contact Chris Carsten to coordinate.