Kuali Guides & Documentation

Kuali Knowledge Base

These general support articles are developed and maintained by Kuali Research.
Kuali Research Knowledge Base Guidance

UMass Amherst Training Documentation, Quick Guides & Videos

Pre-Award
Kuali Salary Guide
Post-Award
Human Subjects - IRB
Animal Subjects - IACUC
Conflict of Interest (COI)
Institutional Biosafety Committee (IBC)
Kuali Videos

Pre-Award:

Training Guides:

• Kuali Proposal Development - Basics (PDF)
• Kuali Proposal Development - Budgeting (PDF)
• Kuali Proposal Development - S2S (PDF)
• Kuali Proposal Development - Subcontracts (PDF)

Quick Guides:

• Implementing Stepped F&A Rates in Kuali (PDF) 
• Logging in & Navigating the Kuali Dashboard (PDF)
• Proposal Types Defined (PDF)
• Proposal Routing & Approvals (PDF)
• Modular Budget Quick Guide (PDF)
• Non-Standard Budget Periods (PDF)
• NIH Research Performance Progress Report (PDF)
• Entering RTF & Intellectual Credit Distribution (PDF)
• Cost Sharing & Matching Funds (PDF)
• Changing Proposal & Budget Dates (PDF)
• NIH Salary Cap (PDF)
• Human Subject Study Record Attachment (PDF)
• NSF Science Code List (PDF)
• Tagging Centers & Institutes (PDF)
• On & Off Campus Indirect Cost Groups (PDF)
• Award ID Search (PDF)
• NIFA (USDA) 30% TTF vs 59.5% MTDC (PDF)
• Creating a Revised Budget by Copying a Kuali Proposal (PDF)
• Creating a Revised Budget Linked to a Legacy (SmartGrant) Record (PDF)
• S2S Proposals Requiring Graduate Students as PIs (PDF)
• S2S Proposals – Using the Correct R&R Subaward Budget (PDF)

Kuali Salary Guide:

• Kuali Salary Guide - Updated 1/17/23 (Excel) - (Salary Guide, Grad Calculator & NIH Salary Cap)

Post-Award:

• Reviewing a Principal Investigator Award Agreement (PIAA) (PDF)
• Reviewing a Memorandum of Understanding (MOU) (PDF)
• Post-Award Changes & Improvements (PDF)

Human Subjects - IRB:

• Kuali Protocols - IRB User Guide (PDF)

Animal Subjects - IACUC:

• Create an IACUC Protocol (PDF)
• Add a Procedure to an IACUC Protocol (PDF)
• Amend an IACUC Protocol (PDF)
• Renew an IACUC Protocol (PDF)
• IACUC 3rd Year Renewal (PDF)
• Close an IACUC Protocol (PDF)

Conflict of Interest (COI):

• Conflict of Interest (COI) Instructions (PDF)
• Update or Revise an Existing Kuali COI Disclosures (PDF)
• Kuali COI - Request to Edit disclosure still in approval process
• Assigning a Delegate in Kuali COI
• Instructions for Kuali COI Delegates

Institutional Biosafety Committee (IBC):

• Kuali IBC Protocol Instructions

Kuali Videos

Navigating the Dashboard:

Proposals Routing and Approvals:

Conflict of Interest (COI) Part 1:

Conflict of Interest (COI) Part 2: