Exploring the Flexibility of Kuali Coeus Budget for Proposal Development
David Hoffman,Tyler Wilson,Tracey Castaneda,Chris Carsten
Wednesday, January 16th 2013
1 Hour, 50 Minutes
Kuali Coeus (KC) Proposal Development and Budget modules will replace CSU’s existing proposal tracking, approval, and budget development tools (PASS/SP-1 & PBS). While we are in the process of implementing the entire KC research management system, we are exploring the range of functionality available in KC Budget, with an eye to helping all users get the most out of it. We would like to demonstrate and discuss the following specific ideas:
1. How to create/use KC templates to save time in proposal budgeting; 2. Using templates to create quick budget estimates on the fly(i.e. the 10 minute budget); 3. Using Templates to create a task or deliverable based budget; 4. How do we prepare a federal flow through proposal in KC (ex: NIH subaward )?
5. What is required for a federal proposal budget, non-System to System submission (ex: NSF FastLane submission)?
6. Budgeting for proposals to Commercial/Industry sponsors
Goals and Target Audience:
The primary goal of this session is to give an overview and demonstration of the Kuali Coeus budget engine for proposals that are not being submitted by the system-to-system process (Grants.gov). We will show how to use the budget engine as the primary tool for creating a budget for any type of sponsor or project, demonstrate the flexibility of the template and budget versions functionality, and explain what data fields and level of detail are needed in a budget so that a proposal can take advantage of KC’s built-in approval process (workflow).
Target Audience: This session is designed for Principal Investigators, research and administrative staff from Colleges, Departments and Central Administration who create budgets that are used for pre-award proposal submissions.