Kuali Research Assistance and Training

1. I am unable to unable to login to Kuali Research with my SSO or I am unable to create proposals.
   • Please verify that you have access to UC Paths. If so, you may not have the department proposal creator role in Kuali Research.
     
     Please navigate to the Request Access to Kuali Research section below to learn how to obtain access to create your proposal.
     
     
2. Is Kuali Research down?
   • You can check that status of any UCSD system outages on our page.
     
     If it is known that Kuali will be down for a long period of time, a notice will be sent out.
     
     
3. I need to know which officer has been assigned to my proposal after I have submitted it.
   • It may take up to one business day for a SPO officer to be assigned to a proposal. You can check the status of your proposal and the officer assignment in the Research Administrator Activity Dashboard in the Business Analytics Hub.
     
     
4. What is the process behind the proposal review process?
   • To learn more about the specific policies behind the proposal review process you can visit our Blink page.
     
     
5. Where can I find step-by-step guides and resources on how to create different types of proposals in Kuali?
   • You can find our step-by-step guides below. These guides will go over each step in the proposal creation process and all of the required fields needed to route a proposal to a SPO officer.
     
     
6. Are there any trainings I can take or enroll into?
   • Yes, we have plenty of instructor led trainings and self-paced eCourses that you can register for in the section below.
     
     
7. Are there any other resources that I can use to find answers related to Kuali Research?
   • Yes there are! We recommend using our Knowledge Base Articles as they are a valuable source of information for specific topics related to Kuali Research.

For immediate assistance you can reach out to researchadmin@ucsd.edu to connect with our Client Experience Team.

NOTE: As a Workforce Manager you are responsible for ensuring you follow appropriate separation of duties procedures when provisioning access to ensure user roles are properly separated.

1. In the UC San Diego Support & Services Research Portal, select 'Kuali Research Access Request'

2. Complete the Kuali Research Access Request form and select 'Submit'

For more information about Kuali's role system access you can visit our KBA

• Basic Proposals
  • Non System-to-System Guide (PDF)
  • System-to-System Guide (PDF)
  • Detailed Budget Guide (PDF)
  • Proposal Hierarchy Guide (PDF)
• Service Agreements
  • Service Agreements Guide (Word)
• Unfunded Agreements
  • Unfunded Agreement Guide (PDF)
• Outgoing Subawards
  • Outgoing Subawards Guide (PDF)

  • View the Kuali Research Subaward guide or the Research Knowledge Base for knowledge articles.

    Required Documentation

    Be sure to include the following:

    • Statement of Work: What is the subrecipient doing? Please ensure this is detailed enough for us to determine the subrecipient's involvement in the project.
    • Itemized Budget: How much are we issuing? The subrecipient should provide a detailed budget that matches the requested amount in your iRequest.
    • Notice of Award (NOA): Do you have a Prime Award? In order to send out a subaward, we need a copy of the current award.
    • Subrecipient Commitment Form: Was this collected at time of proposal? If so, please include it in your submission. If not, we can collect this information from the subrecipient.
      
• Multi Campus Agreements (MCAs)

  • Outgoing MCA's are processed in the Kuali Research (KR) Subaward module. Go to Requesting MCAs  for details about using KR Subaward to request Outgoing MCAs. 

    At the Time of Proposal

    Submit the following documents to your SPO Officer.

    1. Statement of Work: Describe what the receiving campus will do during a specific duration defined by the awarded project.
    2. Itemized Budget & Justification
    3. UC campus/Lab budget: Provide a detailed budget and justification for the work that the receiving UC campus will perform. The receiving UC campus budget shall include their approved/applicable IDC rate and fringe benefit rates, in addition to all direct costs.
    4. UCSD Budget: UCSD’s budget shall include all costs associated with the proposed scope of work, including the approved/applicable IDC. Unless otherwise instructed by the sponsor, the entirety of the receiving UC campus budget should be included as part of UCSD’s direct costs. Per UC policy, UCSD

    does not assess the campus IDC on MCAs issued to awards to another UC campus regardless of the IDC base. MCA Commitment Form (PDF) from the recipient campus.

    KR Subaward Record

    For MCAs, the required information will be slightly different than Outgoing Subawards to other entities.

    • Log in to Kuali Research (KR)
    • Go to Common Tasks
    • Click "Create Subaward"

    Subawards tab

    • Description: Enter "Initial Multi-Campus Award" or "Initial MCA"
    • F&A Rate: Enter "0"
    • Supplier Site ID: Enter "INTERCAMPUS" for all MCAs (Oracle Supplier Report is not needed for MCAs)
• Clinical Trials
  • Activity Type: Clinical Research
    • IMPORTANT: Selecting "Clinical Research" will populate the required questionnaires related to Clinical Trials.
    • If the award type is a PI-authored Clinical Trial, the protocol should be provided/written by the PI
  • Deadline Date for Internal Proposals:
    • 6 months from the date the record is created: 6 months out is the numerical equivalent to “internal” and lets your contract officer know that there is no hard deadline
  • Indirect Costs (IDC)
    • Industry-funded clinical trials: 33% of Total Direct Costs (TDC)
    • Federally funded clinical trials must use UC San Diego's federally-negotiated IDC rate
    • For all other rates see the UC San Diego IDC Rate Chart
  • Internal Comments: Provide details regarding the study and/or Kuali Research record
  • Attachments: Upload the following, at minimum, in a single PDF document:
    • Internal budget sheet
    • Research Plan
    • Complete Proposal Application
• Fellowships
  • When Creating a Proposal
    • For "Anticipated Award Type" select Fellowship
  • Key Personnel
    
    • Faculty member (mentor/sponsor) will be entered as a Co-Investigator (Co-I) if a Conflict of Interest disclosure is required. OR
    • Faculty member (mentor/sponsor) will be entered as a Key Study Person if a Conflict of Interest is not required.
  • Special Review Tab
    • Departments will be required to enter a COI special review line for 700U sponsors. Enter a line with status as "Pending" and your SPO analyst will update the record.
    • PI Exceptions are not required for fellowships.
    • Departments will be required to enter a PI Exception special review line for non-PI eligible title codes. Enter a line with status as "Pending" and your SPO analyst will update the record. This will also trigger the PI Exception Questionnaire, answer "yes" on the questionnaire. 

Instructor-led Kuali Research Systems Training

Kuali Research: Introduction to Proposal Development

Register for an instructor-led class (on Zoom) to learn more about Kuali Research and how to create and submit various funded/unfunded proposals and subawards.

Join our instructor-led introduction course to explore the fundamentals of Kuali Research. Familiarize yourself with the platform's system functionalities and follow the step-by-step process of creating and submitting proposals. Visit our class schedule to register for this informative session today.

Kuali Research: Unfunded Agreements

Register for an instructor-led class (on Zoom) to learn more about Kuali Research and how to create and submit various funded/unfunded proposals and subawards.

Join our instructor-led training session to explore unfunded agreements. Researchers often collaborate on research or share research tools with other scientists or institutions without exchanging funding. For many unfunded collaborations, a written agreement is beneficial or necessary to set out expectations, contract terms, and requirements to protect the interests of the researchers and collaborators, particularly to ensure academic freedoms such as the right to publish or use resulting data and intellectual property for teaching and research purposes.

This training will walk you through all the necessary steps to submit the various types of unfunded agreements (MTAs, DTA, NDAs, etc.) to ensure that your proposals are submitted properly for officer review. Visit our class schedule to register for this informative session today.

Kuali Research: Subaward and Multi-Campus Agreement (MCA)

Register for an instructor-led class (on Zoom) to learn more about Kuali Research and how to create and submit various funded/unfunded proposals and subawards.

Kuali Research Interactive On-Demand eCourses