Where is the IPF?
There is no more Internal Processing Form (IPF). All information is entered in the Kuali Questionnaire within the proposal record and can be reviewed on the Summary Submit page.
What is Intellectual credit used for? I haven't seen this before.
The term Intellectual credit is used in the Kuali Proposal module to indicate how the PI and any Co-PIs will be credited for expenditure under the project. The data entered in the Intellectual credit section will be used by the campus to allocate credit for research expenditures to the home department of participating faculty in campus reporting of sponsored research expenditures (e.g., PI & co-PI each 50% credit on a $100,000 would end up reporting $50,000 each in expenditures).
I am getting an error that states “The Unit Intellectual Credit Split for [PI’s Names] does not equal 100%.”, yet I’ve already filled out the Credit Allocation Screen. What should I do?
Go into the Credit Allocation Screen and review the Intellectual Merit Splits. Regardless of how many PIs you have on the file or how the Intellectual Merit is split up, make sure that each PI has 100 listed next to their department line.
My subcontract organization and/or sponsor is not in Kuali. What do I do?
Submit a New Sponsor/Subcontractor form. If submitting an S2S (Grants.gov) application which ncludes subcontractors available in Kuali, confirm that the subcontractor has a DUNS number preloaded to Kuali one of two ways (note: S2S applications with subcontractors missing DUNS numbers in the Kuali address book will not pass Grants.gov/sponsor validations and cannot be approved and routed):
Within the proposal record, under Basics, navigate to the Organization and Locations page and then select the Other Organizations tab. Select the blue Add Organization button. If the DUNS number is populated, you are all set. If not listed, submit a Help Desk Ticket.
Run the validations early in the proposal building process. If there’s a validation error for the DUNS number, submit a Help Desk Ticket.
Why am I being asked to include effort on the Personnel section of my proposal?
Effort is listed in the Organization tab of the Key Personnel section in order to send this data to ECRT to facilitate the effort certification process. Effort should be listed for Year 1 only. For faculty with 9 month Academic Year appointments, use the Academic Year Effort and/or Summer Effort field. For all other key persons with calendar year appointments, use the Calendar Year Effort field.
How do I prepare an NSF proposal for submission in Kuali?
UMass will still submit proposals through NSF Fastlane. Proposal records are still required in Kuali. These records are required for routing and approvals as well as to help in budget building. All NSF sponsor documents however will be uploaded to Fastlane and not in Kuali. A PDF of the draft application uploaded to FastLane should be attached in Kuali in the Internal Attachment section so that approvers can view the proposal. Click the +Add button, then select Full Proposal from the Type dropdown and then select Status as Draft.
Why am I being asked to provide a NSF science division code even though my proposal is not going to NSF?
UMass relies on the NSF HERD survey to get metrics on our expenditure activities related to other institutions. Kuali now gives us the ability to also tag proposals by NSF science division for purpose of metrics and reports. For more details, see NSF Higher Education Research and Development Survey (HERD).
What is PI Proposal Certification and how do I do it?
PIs must both Approve and Certify their proposals. PIs are notified to approve a proposal via email. Approval and certification is a two-step process. To certify, within the Key Personnel section, click the caret next to your name, select Proposal Person Certification and complete the six questions. Next, click Save and then navigate to the Summary/Submit screen and click Approve at the bottom to approve. Both steps must be completed or routing cannot continue.
What is wildcard searching?
Wildcard searching in Kuali is using the * symbol before and after your search criteria to find sponsors, people, subrecipients, etc. It allows you to search under certain parameters, so if you don't type something exactly right, it will still show suggestions. Otherwise, if you type something incorrect, it will show No Value.
Where can I see my proposal and award status in Kuali?
Users can see the status of their proposals and awards through the Kuali Dashboard. This is the first page after logging in to the system.
How do I tag a Center or Institute in my proposal?
Please see the Tagging Centers & Institutes Quick Guide.
What are proposal data validations and when do I use them?
Data validations are used to ensure faculty and staff have entered all the required information in a proposal record. It will also verify whether the proposal will pass all data validation for grants.gov submissions. In addition, through its linkage with the NIH validation service, all NIH proposals built in Kuali are validated for NIH requirements. This will ensure there are no last minute issues in getting a proposal submitted.