Workplace Learning & Development

Promoting Employee and Organizational Growth and Development
(413) 545-1787

May 2019

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Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 5/1/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

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

 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Thursday 5/2/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

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

 
 
Travel Q&A Session

Travel Q&A Session

Workshop Date: 
Thursday 5/2/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)

 
 
 
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Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Tuesday 5/7/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
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)

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Wednesday 5/8/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to create a budget in Kuali, including:  
·        A review of Kuali’s basic budget concepts and tour of the budget module
·        How to create budget versions and export budgets to Excel
·        Learn how cost of living increases and inflation work and are calculated
·        How to add and assign personnel to budget periods
·        How to add non-employees (consultants, other significant contributors, etc). 
·        How to budget academic (AY) and summer faculty effort

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 5/9/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to create a budget in Kuali, including:  
·        A review of Kuali’s basic budget concepts and tour of the budget module
·        How to create budget versions and export budgets to Excel
·        Learn how cost of living increases and inflation work and are calculated
·        How to add and assign personnel to budget periods
·        How to add non-employees (consultants, other significant contributors, etc). 
·        How to budget academic (AY) and summer faculty effort

 
 
 
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Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Tuesday 5/14/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to create a budget in Kuali, including:  
·        A review of Kuali’s basic budget concepts and tour of the budget module
·        How to create budget versions and export budgets to Excel
·        Learn how cost of living increases and inflation work and are calculated
·        How to add and assign personnel to budget periods
·        How to add non-employees (consultants, other significant contributors, etc). 
·        How to budget academic (AY) and summer faculty effort

 
 
Kuali Proposal Development - Budgeting Part 2 -Canceled

Kuali Proposal Development - Budgeting Part 2 -Canceled

Workshop Date: 
Wednesday 5/15/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Thursday 5/16/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Travel Q&A Session - Canceled!

Travel Q&A Session - Canceled!

Workshop Date: 
Friday 5/17/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)

 
 
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Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Tuesday 5/21/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 5/22/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
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)

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 5/23/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to create a budget in Kuali, including:  
·        A review of Kuali’s basic budget concepts and tour of the budget module
·        How to create budget versions and export budgets to Excel
·        Learn how cost of living increases and inflation work and are calculated
·        How to add and assign personnel to budget periods
·        How to add non-employees (consultants, other significant contributors, etc). 
·        How to budget academic (AY) and summer faculty effort

 
 
 
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Kuali Proposal Development - Budgeting Part 2

Kuali Proposal Development - Budgeting Part 2

Workshop Date: 
Tuesday 5/28/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

   - Budgeting Part 2 and System to System (Grants.gov) -      
 Participants will review additional budget items with special focus on Grants.gov (S2S) proposals, including: 
·        How to add subcontracts
·        How to link to a Grants.gov solicitation  
·        How to build NIH modular budgets
·        How to account for the NIH salary cap
·        How to account for cost sharing
·        How to modify the proposal and budget based on OPAS review comments

 
 
Kuali Proposal Development - Basics

Kuali Proposal Development - Basics

Workshop Date: 
Wednesday 5/29/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Kuali Proposal Development – Basics - 3hrs - LIBR 1667 
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)

 
 
Kuali Proposal Development - Budgeting Part 1

Kuali Proposal Development - Budgeting Part 1

Workshop Date: 
Thursday 5/30/19
Time: 
9am - Noon
Location: 
W.E.B. Du Bois Library
Room: 
1667

Participants will learn how to create a budget in Kuali, including:  
·        A review of Kuali’s basic budget concepts and tour of the budget module
·        How to create budget versions and export budgets to Excel
·        Learn how cost of living increases and inflation work and are calculated
·        How to add and assign personnel to budget periods
·        How to add non-employees (consultants, other significant contributors, etc). 
·        How to budget academic (AY) and summer faculty effort

 
 
Travel Q&A Session - Canceled

Travel Q&A Session - Canceled

Workshop Date: 
Thursday 5/30/19
Time: 
10am - Noon
Location: 
Whitmore Building
Room: 
115B

Having trouble with a Travel and Expense Report?  Or, do you have a question about a specific travel policy?

Please sign-up and an Accounts Payable staff member from the Controller's Office will be available to answer your questions.

(Note: This is NOT a substitute for Travel and Expense Module Training which is mandatory before access to the module is granted, you need to sign up for those trainings separately.)