Kuali Research Proposal Development (KR PD) is the tool used for reviewing proposal and budget-related information. A KR PD record should be started as soon as possible after the opportunity has been identified and should be routed prior to proposal submission for required department, college, and OSP approvals.

A KR PD record should contain, at a minimum, an accurate budget, a budget justification, and a project summary or brief scope of work, along with any attachments required for review. For more on required KR PD elements and a timeline for review, refer to ‘OSP Proposal Submission Guidance’.

If a sponsor portal does not have any kind of administrative requirement or role for access and submission, the KR PD record must include all of the information and forms required by the sponsor so that department, college, and OSP personnel have access to the information.

As of February 1, 2025, OSP budget and business section review is the initial stop in KR PD proposal routing.

To initiate OSP review, the proposal record will be submitted to routing (‘submit for review’ action) by the proposal initiator or other user with proposal or unit aggregator permission. Departments and/or colleges will determine their processes for who submits the proposal to routing.  At the time the KR PD proposal is submitted to routing, e-mail the appropriate OSP RA that the budget and business elements are ready for review.

The OSP RA assigned to the lead unit of the proposal will manage the review. The Assigned Approver field in the Research Home Dashboard > Proposal workload assignments card may be used to indicate when another RA is covering the review.

As time and workload allow, OSP will review on a first-in, first-out basis and will strive to complete the review no later than 2 business days after the proposal is submitted to routing. The OSP RA will respond to the proposal ready for review email with the results of the OSP review.

If there are no issues with the budget and business section, the OSP RA will complete the approve action and the record will continue routing to the next required approver.

If the proposal is returned for edits (corrections, attachments, etc.), the record can be edited by anyone with aggregator permission. After edits are completed, a department person with aggregator permission will re-submit for review. Departments and/or colleges will determine their processes for who is responsible for re-submitting the proposal to routing.

After the budget and business section elements are approved by OSP, routing will continue to next steps in this order: 

• Investigators (Key Personnel) and Proposal Pre-Approvers (if applicable, based on the proposal lead unit) 

• Department Head or Business Officer 

• College RAD or Business Officer 

• OSP final action (+ Create IP step)  

Proposals should have all internal approvals before any information is submitted to the sponsor. 

For complex proposals as well as sponsors and/or systems that require OSP submission, allow sufficient time for the review and submission processes to be completed by a sponsor deadline.