How to Create Your Kuali Research Proposal

Here are our Kuali Research step-by-step guides that will walk you through all the requirements needed to create and submit your proposals for SPO officer review:

Basic Research Proposals

Research which is directed toward the increase of knowledge in science wherein the primary aim of the investigator is fuller knowledge or understanding of the subject under study, rather than a clear or direct practical application thereof.

• Non System-to-System Guide (PDF)
• System-to-System Guide (PDF)
• Detailed Budget Guide (PDF)
• Proposal Hierarchy Guide (PDF)

Kuali Research Video Quick Guide: Basic Research Proposals

In order to watch this video you must be logged into your UCSD.edu email address.

1. Sponsor Code
2. Deadline Date
3. Anticipated Agreement Type
4. Principal Investigator
5. COA Financial Unit (Supplemental Info)

Here are our Kuali Research step-by-step guides that will walk you through all the requirements needed to create and submit your proposals for SPO officer review:

Fellowships

UC San Diego defines an individual fellowship as a formal commitment to provide monetary assistance to an individual, usually to support advanced study and training. The Sponsored Projects Office (SPO) will handle General Campus and Health Sciences (non-NIH) fellowship proposals for postdoctoral scholars, residents, professional degree students (M.D. or Pharm.D.), or dual degree students (M.D./Ph.D.)

• 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. 

Here are our Kuali Research step-by-step guides that will walk you through all the requirements needed to create and submit your proposals for SPO officer review:

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.

Unfunded Agreement Guide (PDF)

Here are our Kuali Research step-by-step guides that will walk you through all the requirements needed to create and submit your proposals for SPO officer review:

Outgoing Subawards

An agreement that transfers a portion of the research and effort of a prime award to another institution. For an outgoing subaward this involves UCSD transferring a portion of the research and effort of a prime award to another institution.

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)

Here are our Kuali Research step-by-step guides that will walk you through all the requirements needed to create and submit your proposals for SPO officer review:

Clinical Trials

A clinical trial is most often used in conjunction with obtaining new drug (IND) or device (IDE) approval from the U.S. Food and Drug Administration, although they can be designed with the sole purpose of collecting and analyzing data about an approved drug or device in order to contribute to medical knowledge about the treatment of a disease or medical conditions.

• 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

Here are our Kuali Research step-by-step guides that will walk you through all the requirements needed to create and submit your proposals for SPO officer review:

Service Agreements

A service/vendor agreement is another name for a procurement contract under which UC San Diego receives payment to perform unique services for or provide unique products to an outside entity. Existing, approved recharge rate facilities are frequent users of service agreements. Groups that don’t have approved recharge rates can also enter into service agreements on a case by case basis.  UCSD acts as a pair of hands and gets no rights out of performing the work.

Service Agreements Guide (Word)