Kuali Session 1: Basics and Proposal Submission

Monday, February 3, 2020 -
9:00am to 11:00am


Lederle Graduate Research Center (LGRC Lowrise), A210

Register Through Workplace Learning & Development

Participants will learn how to navigate Kuali and complete the Proposal Development record, including:

  • An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
  • How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
  • How to fill out investigators RTF and intellectual credit splits
  • How to fill out the compliance sections and the questionnaire (IPF)
  • How to attach documents to fulfill UMass and Sponsor requirements
  • How to submit and route a proposal for OPAS approval and submission
  • Learn how proposal validations work
  • How to print the full proposal

Participants will receive a Kuali Training Certificate of Completion if they complete all three proposal development trainings:

  1. Kuali Proposal Development - Basics and Proposal Submission
  2. Kuali Proposal Development - Budgeting
  3. Kuali Proposal Development - Advanced Budgeting - S2S

The trainings are progressive in content and it is strongly encouraged that users take them sequentially.