ProposalDevelopment
Document
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 1
Contents
Proposal Development 3Overview......................................................................................................................3
Access.............................................................................................................3Proposal.......................................................................................................................7
RequiredFieldsforSavingDocument.............................................................7Sponsor&ProgramInformation.....................................................................9Organization/Location..................................................................................11Keywords......................................................................................................14
S2S.............................................................................................................................17UserAttachedForms....................................................................................18OpportunitySearch.......................................................................................18S2SUserAttachedForms..............................................................................23S2SValidationWarningsand/orErrors........................................................27CreatingaNewProposalDevelopmentdocumentforaGrants.Gov(S2S)Opportunity..................................................................................................30SubmittingtoSponsorviaS2S......................................................................31SubmissionDetails........................................................................................31S2SForms.....................................................................................................32SubmissionHistory.......................................................................................35
KeyPersonnel............................................................................................................36AddKeyPersonnel........................................................................................36PersonAttributes..........................................................................................38CombinedCreditSplit...................................................................................43
SpecialReview...........................................................................................................45SpecialReviewPanel....................................................................................45
CustomData..............................................................................................................46AbstractsandAttachments.......................................................................................47
ProposalAttachments..................................................................................48PersonnelAttachments................................................................................50InternalAttachments....................................................................................51Abstracts.......................................................................................................52Notes.............................................................................................................53
Questions...................................................................................................................54Overview.......................................................................................................54
BudgetVersions.........................................................................................................56BudgetVersions............................................................................................56
Permissions................................................................................................................59AssignedRoles..............................................................................................60Users.............................................................................................................61
ProposalSummary.....................................................................................................63ProposalSummary........................................................................................64BudgetSummary..........................................................................................64KeyPersonnel...............................................................................................65SpecialReview..............................................................................................65CustomDataInformation.............................................................................65
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 2
Questions......................................................................................................66ProposalSummaryAttachments..................................................................66Validations....................................................................................................67Print..............................................................................................................67
ProposalActions........................................................................................................69DataValidation.............................................................................................69Print..............................................................................................................71CopytoNewDocument................................................................................74ProposalDataOverride.................................................................................75RouteLog......................................................................................................77AdHocRecipients.........................................................................................78
Medusa......................................................................................................................79
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 3
Proposal Development
Thissectionexplainshowtocreate,maintain,routeandsubmitProposalDevelopmentdocuments.ProposalDevelopmentdocumentsaree-DocsthatarepartoftheKCProposalDevelopmentmoduleandarelinkedtoBudgetdocumentsinthesystem.
AProposalinKCcanbedevelopedbyanindividualoragroup.Itprovidesdetailedtechnicalandbusinessinformationpertainingtoaproposedprojectthatispresentedtopotentialoutsidesponsororganizations,eitherunsolicitedorinresponsetoaspecificfundingannouncement.Ideasforpossibleprojectsaresubmittedtosponsoragenciesfortheirreviewandconsideration.Iftheideasproposedtothesponsorarefavorabletobothpartiesinvolved,thesuccessfuloutcomeoftheproposalsubmissionisanawardagreementtotheinstitutionthatgivestheresearcheradesignateddollaramountforuseintheiroutlinedscopeofwork.
Overview TheProposalDevelopmentdocumente-Docscreeniscomprisedofadocumentheader,twelvetabs,withactionbuttonsappearingatthebottom(someofwhichareuniquetoindividualtabs).Thetwelvetabsenabletheusertocreateanelectronicversionoftheproposal.ForGrants.govproposals,theProposalDevelopmentdocumentwillaccommodatealltheinformationrequiredbythesponsorandtheinstitutionforaSystem-to-Systemsubmission.
Access HerearesomeofthevariouswaysyoucanaccessaProposalDevelopmentdocumentintheKCuserinterface:
• Researchertab>ProposalsChannel>Searchforproposalsorcreateanewproposal
• Unitmenu>Pre-AwardChannel>ProposalDevelopmentaddorsearchbutton
• CentralAdminmenu>Pre-AwardChannel>ProposalDevelopmentaddorsearchbutton
• ActionListscreen>Idcolumn>IfaProposalDevelopmentdocumentisinyouractionlisttoreview,orapprove,youcanaccessitfromyourActionList.
• DocSearchscreen>SearchResultstable>DocumentIdcolumn>documentlink
UserInterfaceLabelingDifferences:
• ProposalDevelopmentdocument(PD),ProposalDocument,ProposalE-DocandProposalrefertothesamethinginKCandareuserinterfacetermsthatmaybeusedinterchangeably,both
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 4
withintheKCuserinterfacescreensthemselves,andthroughoutthevarioustypesofKCdocumentation.
• TheCreateProposallinkandProposalDevelopment addbuttonaccomplishthesamething:thecreation(orinitiation)ofanew,blankProposaldocumentwithauniquedocumentnumber.
• DocumentNumber,DocNbr,andDocumentIDrefertothesamethinginKCandareuserinterfacetermsthatmaybeusedinterchangeably.
• DocumentIDlinksfromActionListorDocSearchscreentablesbothaccessexistingProposaldocuments.
Document Header ThedocumentheaderintheProposaldocumentdisplayssixfieldswithinformationabouttheproposal.
Figure-ProposalDevelopmentdocument-DocumentHeader
ThenewProposalDevelopmentdocumentisautomaticallyassignedaDocumentNumber(DocNbr)bythesystemwithastatusof‘In Progress’.Thisinformationisdisplayedintheupper,rightcornerofthescreen.
Table-DocumentHeaderDefinition–ProposalDocument
Field Description DocNbr Thisisasystem-generatednumberthatuniquelyidentifiestheproposalthatiscurrentlyaccessedand
displayed.
Initiator Theusernameofthepersonwhofirstadded(orcreated)thisproposal.
Sponsor/S2S Sponsoristhetextualnamethatuniquelyrepresentstheprimarysponsorassociatedwiththisproposal(requiredentrybyInitiatorduringaddprocess).S2SidentifieswhetherornotthisproposalisbeingsubmittedtoGrants.gov.IfYes,itwillsayGrants.gov(showninthepictureabove),ifno,itwillsayNone.
Status Thestatethisdocumentiscurrentlyinasitrelatestothecompletionofthedocument.
Created Thetimeanddatethisdocumentwascreated.
PI ThetextualnameofthePrincipalInvestigatorasspecifiedontheKeyPersonneltab.
Tabs Proposaldocumentsaremadeupofthefollowingtwelvetabs,eachofwhichcontainoneormorepaneledsections:
Figure-ProposalDevelopmentdocumentTabLayout
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 5
EachclickabletabrepresentsadifferentsectionwithinthelargerProposalDevelopmentdocument.TheProposaltabisbydefaultthefirsttabtobedisplayedwhenyoucreateanewPDdocument.Ingeneral,thetabsareorderedinsuchawayastofacilitatecompletionfromlefttoright.
Table-ProposalDevelopmentdocument-TabDescriptions
Tab Description Proposal ArecordofbasicproposalinformationsuchasProposalType,LeadUnit,Sponsor,ProjectStart
andEndDates,ActivityType(ProjectNature)andProjectTitle.Thesesevenfieldsarerequiredinordertosaveawork-in-progressdocument.
S2S SubmitfederalproposalsdirectlytoGrants.govforcertainfundingopportunities,basedonsubmissionrequirementsspecifiedbyeachsponsoringagency.
KeyPersonnel TheroleinwhicheachKeyPersonwillbeassignedfortheproposedsponsoredproject.ThisincludesmentorsonCareerawards,OtherSignificantContributorsasdefinedbyNIHandallkeypersonnelwhoshouldbereceivingF&Adistributionforthisproject.
SpecialReview SpecialReviewdocumentsaproposalthatrequiresadditionalreviewbyaninstitutionalcommitteeorofficial(e.g.proposalsthatincludetheuseofhumansubjectsinresearch).
CustomData Asetofadditionaldataelementsneededthatarenotavailableoutoftheboxfromtheapplication.MSUaddedatextfieldtoidentifyvoluntarycommittedcostshareincludedintheproposal.
AbstractsandAttachments TheAbstract&Attachmentstaballowsyoutouploadanydocumentsoraddanynotes/commentsforthisproposal.Thetabcontainsfivepanelswhicharegearedtowardattachingnecessaryattachmentsrequiredbythesponsor(forGrants.govsubmissions),aswellasattachmentsthatareforinternalpurposes.Thisisalsowherecommentsmaybeincludedbythoseinitiatingand/orreviewingaproposal.AllattachmentsforGrants.govsubmissionsmustbeuploadedasPDFfiles.
Questions ResponsestoquestionsintheQuestionstabareusedtopopulateGrants.govforms,helptocollectnecessaryinstitutionspecificdataforreportingpurposes,andserveasagrantssubmissionvalidationcheckpointbyadvisingwhethercertainattachmentsarenecessarydependinguponquestionnaireresponses.
BudgetVersions ThistaballowsuserstocreatenewBudgete-Docsthatarerelatedtotheirproject,orwiththeappropriatepermissions,editanybudgetversiontiedtothatproposal.
Permissions ThePermissionstabgivestheProposalInitiatortherighttoassigndocument-levelpermissionstotheProposalDevelopmentorBudgete-DoctoanyMSUemployee.
ProposalSummary Viewhigh-levelinformationaboutthisproposal.Thisisthe“landingpage”forproposalapprovers,althoughtheyhavetheabilitytotabthroughoutthedocumentinitsentirety.
ProposalActions Thistaballowsyoutovalidatethedocumentagainstpredefinedrules,print,copy&routetheProposaldocumentforapproval.
Medusa AhierarchicalviewofKCe-Docsandapoint-of-entrytothosee-Docs.MedusashowstherelationshipbetweentheProposal,Negotiations,andAwards,andallowstheusertonavigatebetweenthem.
Action Buttons
TheSaveandClosebuttonswillbeseenassoonasanewProposalDevelopmentdocumentiscreated,anduponinitialsaveofthenewdocument,theReloadbuttonappears.
YoumustpopulatetherequiredfieldsontheProposaltabtoprogresstosubsequenttabs.UponnavigationtotheProposalActionstab,additionalactionbuttonsappear.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 6
Concurrent Editing TheProposalDevelopmentdocumentmaybeeditedsimultaneouslybymultiplepeopleaslongastheyareallworkingondifferenttabs.Whenonesectionisbeingedited,thatsectionislockedtootherusers.Toexitthedocument,youmustclick“close”toremovetheeditinglock.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 7
Proposal
TheProposaltaboftheProposalDevelopmente-Docrecordsbasicproposalinformationandallowsyoutosavethee-Docasa“workingdraft.”Itisdesignedtorequireaminimumamountofgeneralinformationsuchasdirectsponsor,leadunit,projectstartandenddates,proposaltype(e.g.“new”or“resubmission”),activitytype(suchas“research”),andtitle.ItisthefirsttabdisplayedbydefaultwhencreatingaProposalDevelopmente-Doc.
Figure-ProposalDevelopmentdocument,ProposalTab–PanelsLayout
Table-ProposalDevelopmentdocument,ProposalTab–PanelDescriptions
Section Brief Description RequiredFieldsforSavingDocument
ThebasicminimalidentifyingdatanecessarytostartandsaveaProposalDevelopmentdocument.
Sponsor&ProgramInformation Keyinformationpertainingtothesolicitationandsponsor,ofwhom,sponsoredfundsarebeingrequested.
Organization/Location ThispanelisusedtopopulateGrants.govformswiththeofficialinstitutionalauthorizationaddress,andiswhereadditionalperformancesitelocationsareadded.
Keywords Selectanddisplaykeywordsrelatedtothescienceordisciplineapplicabletothetypeofresearch.ThisisalsowherecountryorregioninformationiscapturedifthisfallsunderMSU’sdefinitionofInternationalActivities.
Required Fields for Saving Document TheRequiredFieldsforSavingDocumentpaneliscriticaltotheProposalDevelopmentdocumentbecauseitcollectsinformationthatisrequiredtostartaproposal.Havingalltherequiredfields(denotedbyanasterisk)completedinaProposalDevelopmentdocumentallowsthedevelopmentrecordtobesavedandrecordedintheKCsystem.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 8
Figure-ProposalDevelopmentdocument,ProposalTab–RequiredFieldsforSavingDocumentPanelExample
Table-ProposalDevelopmentdocument,ProposalTab–RequiredFieldsforSavingDocumentPanelFieldDescriptions
Field Description ProposalNumber TheuniquenumberassignedbytheKCsystemwhenaproposaliscreatedandsaved.
ProposalType AnidentifierforthekindofProposalDevelopmentdocumentbeingrouted.Selectoneofthefollowingoptions:AwardRevision,Continuation,New,NoMoneyAgreement,Pre-Proposal,Renewal,ResearchGift,Resubmission,Revision,orTaskOrder.
LeadUnit Thedesignatedunitresponsiblefortheapplicationandadministrationoftheproposedsponsoredproject.
ActivityType Activitytypereferstothemajorfunctionorpurposeofthesponsoredproject.Selectoneofthefollowingoptions:Construction,Education/Instruction,FeeforService,Fellowship,PublicService,Research,orStudentServices.
ProjectTitle Theproposedtitleoftheproject.
SponsorCode Thepredefinedcodeassociatedwiththeorganizationoragencyprovidingdirectsupportforthesponsoredproject.
ProjectStartDate Therequestedprojectstartdateintheproposal.
ProjectEndDate Therequestedprojectexpirationdateintheproposal.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 9
Institutional Fields Conditionally Required
Figure-ProposalDevelopmentdocument,ProposalTab,RequiredFieldsforSavingDocumentSection,InstitutionalFieldsConditionallyRequiredSubpanelExample
Table-ProposalDevelopmentdocument,ProposalTab,RequiredFieldsforSavingDocumentSection,InstitutionalFieldsConditionallyRequiredSubpanelFieldDescriptions
Field Description AwardID AuniqueidentifierassignedbytheKCsystemtoidentifyanaward(e.g.Renewal;
usedwhensubmittingacontinuingtypeofactivity).
OriginalInstitutionalProposalID Theuniqueidentifieroriginallyassignedtothepreviously-submittedproposalrecord;usedifthedocumentisbeingrevisedand/orresubmitted.
Sponsor & Program Information TheSponsor&ProgramInformationtabcollectsdatathatisusedthroughouttheentirelifeoftheproject,fromproposaldevelopmentandsubmissiontoawardclose-out.Someofthedataelementsareusedinfinancialsystemsandcanbeusedforbothhardcopyandonlineproposalsubmissions.Additionally,someoftheinformationcollectedinthistabmapstotheGrants.govsubmissionportionofthismoduleandiscriticaltothesuccessfulelectronicsubmissionoftheproposal.
Figure-ProposalDevelopmentdocument,ProposalTab,andSponsor&ProgramInformationPanelExample
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 10
Table-ProposalDevelopmentdocument,ProposalTab,Sponsor&ProgramInformationPanelFieldDescriptions
Field Description Leftcolumn,toptobottom:
SponsorDeadlineDate Thedaytheapplicationisduetothesponsoringagency.Ifthesolicitation/sponsordoesnotindicateadeadlinedate,atargetdateforwhenthePIwouldliketosubmittheapplicationmayalsobeincluded.
SponsorDeadlineType Thetypeofproposaldeadlineestablishedbythesponsor(e.g.postmark,receipt,target).
SponsorName Theorganizationoragencyprovidingsupportforthesponsoredproject.ThispullsinautomaticallyfromtheSponsorCodeenteredintheRequiredFieldsforSavingDocumentpanel.
PrimeSponsorID Thepredefinedcodeassociatedwiththeorganizationoragencyprovidingthetoplevelofsupportforthesponsoredproject.
NSFScienceCode Anumericcodethatisusedbytheinstitutiontoindicateafieldofresearchactivity,asdefinedbytheNSF.
SponsorDivCode AcodethatisuniquetoeachNSFdivision.ThisfieldisspecifictoNSFonly.
AnticipatedAwardType Thetypeofagreementexpectedifawarded.Selectionsinclude:Contract–CostReimbursable,Contract–FixedPrice,CooperativeAgreement,Gift,orGrant.
AgencyRoutingIdentifier AnidentifierutilizedbysomesponsorsforGrants.govsubmissions.
OpportunityTitle TheOpportunityTitleisasponsorassignedbriefdescriptiveheadingoftheprogramsolicitationorfundingopportunity.NotallprogramshaveOpportunityTitles.(AKAProgramTitleorProgramAnnouncement).ThispullsinautomaticallywhenaproposalislinkedtoaGrants.govapplication.
RightColumn,toptobottom
SponsorDeadlineTime Thespecifictimeofdaytheproposalisdueasspecifiedbythesolicitation/sponsor.
NoticeofOpportunity Themechanismusedtocommunicateinformationaboutthefundingopportunityforthisproject.Examplesincludefederalsolicitations(e.g.RFP,RFA,PA),nonfederalsolicitations,unsolicitedproposal,verbalrequest,etc.
CFDANumber AuniqueFederalidentifierforthesponsorandthefundingopportunityannouncement(FOA).Thefirst2digitsofthenumberidentifytheFederalagency.Thelast3digitsofthenumberidentifythespecificFederalprogram.
OpportunityID Theuniqueidentifierassociatedwithasponsor'sfundingopportunity.EquivalenttoFundingOpportunityAnnouncement(FOA).
SponsorProposalID Thesponsorassignedidentifierforaproposal.Thisfieldisusedforresubmissions,renewals,revisionsorcontinuations,wheretheagencyassignedproposalorawardnumberisusedtoconnectthissubmissionwithapriorsubmission(i.e.theFederalIdentifierfieldintheGrants.govpackage).
Doesthisproposalincludesubaward(s)?
Indicatestheproposalincludessub-awardstootherinstitutions/entities.
SponsorProgramCode AcodethatisuniquetoeachNSFprogram.ThiscodeisspecifictoNSFonly.
PrevGrants.govTrackingID: ThisfieldisusedwhensubmittingChange/CorrectedGrants.govapplications.UsersmaymanuallyenterthetrackingIDfromthepreviouslysubmittedproposal,orlinktheOriginalInstitutionalProposalIDtotherecordtohavethesysteminsertthetrackingnumberontheGrants.govform.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 11
Organization/Location TheOrganization/LocationsectioniswhereyouwillfindtheofficialUniversity’sauthorizationaddressfortheproposal,aswellasmostofthesponsor-requestedorganizationaldata.Thisinformationdoesnotrequireeditsformostproposals,butallowsforentryofadditionalperformancesites,includingsubcontractorlocationswheretheproposedsponsoredprojectwilloccur.
NOTE:WhenaddingaPerformanceSiteLocation,usethesearchbuttontolocateandselecttheappropriatesite.IfthePerformanceSiteisnotincludedinthesearchresults,emailKCHelpDesk@msu.edutorequestthatthesitebeadded.DonottrytomanuallytypeinthePerformanceSite,asthiswilltriggeranerrorwhenattemptingtoopenthePerformanceSiteLocationform.
Figure-ProposalDevelopmentdocument,ProposalTab,andOrganization/LocationPanelExample
Table-ProposalDevelopmentdocument,ProposalTab,Organization/LocationPanelFieldDescriptions
Field Description ApplicantOrganization Theapplicantorganization,orgrantee,istheorganizationorotherentitythatsubmitsthe
proposalandreceivestheawardassuminglegalandfinancialresponsibilityandaccountabilitybothfortheawardedfundsandfortheperformanceofthegrant-supportedactivity.TheProposalDevelopmentdocumentwillautomaticallypopulatethisfieldwithMSU’sinstitutionalinformation.Thisshouldnotbeedited.
CongressionalDistricts TheU.S.Congressionaldistrictnumberoftheapplicantorganizationalcontactandtheperformingorganizationalcontact.EachCongressionaldistrictisanareawithinastatefromwhichamemberoftheU.S.HouseofRepresentativesiselected.Thereare435U.S.Congressionaldistricts,eachwithauniquecode.Internationalperformancesiteshavea00-000code.
PerformingOrganization Theorganizationwherethemajorityoftheproposedsponsoredprojectwilltakeplace.TheProposalDevelopmentdocumentwillautomaticallypopulatethisfieldwithMSU’scentraladministrationaddress.
PerformanceSiteLocations Thenameandaddressassignedtotheplace(s)whereworkisbeingperformed.Thisfieldissynonymouswith"projectsite"or"performingsite."Itisusedtoidentifyallperformancelocations,aswellassubcontractorlocations.
OtherOrganizations Usethelookuptoselectthedesiredphysicallocationassociatedwitheachperforminglocation.
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Applicant Organization
Figure-ProposalDevelopmentdocument,ProposalTab,Organization/LocationPanel–ApplicantOrganizationSubpanelExample
Table-ProposalDevelopmentdocument,ProposalTab,Organization/LocationPanel–ApplicantOrganizationSubpanelFieldDescriptions
Field Description ApplicantOrganization Theapplicantorganization,orgrantee,istheorganizationorotherentitythatsubmitsthe
proposalandreceivestheawardassuminglegalandfinancialresponsibilityandaccountabilitybothfortheawardedfundsandfortheperformanceofthegrant-supportedactivity.TheProposalDevelopmentdocumentwillautomaticallypopulatethisfieldwithMSU’sinstitutionalinformation.Thisshouldnotbeedited.
CongressionalDistricts TheU.S.Congressionaldistrictnumberoftheapplicantorganizationalcontactandtheperformingorganizationalcontact.EachCongressionaldistrictisanareawithinastatefromwhichamemberoftheU.S.HouseofRepresentativesiselected.Thereare435U.S.Congressionaldistricts,eachwithauniquecode.Internationalperformancesiteshavea00-000code.
Performing Organization
Figure-ProposalDevelopmentdocument,ProposalTab,andOrganization/LocationPanel–PerformingOrganizationSubpanelExample
Table-ProposalDevelopmentdocument,ProposalTab,andOrganization/LocationPanel–PerformingOrganizationSubpanelFieldDescriptions
Field Description PerformingOrganization Theorganizationwherethemajorityoftheproposedsponsoredprojectwilltakeplace.The
ProposalDevelopmentdocumentwillautomaticallypopulatethisfieldwithMSU’scentraladministrationaddress.
CongressionalDistricts TheU.S.Congressionaldistrictnumberoftheapplicantorganizationalcontactandtheperformingorganizationalcontact.EachCongressionaldistrictisanareawithinastatefromwhichamemberoftheU.S.HouseofRepresentativesiselected.Thereare435U.S.Congressionaldistricts,eachwithauniquecode.Internationalperformancesiteshavea00-000code.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 13
Performance Site Locations
Figure-ProposalDevelopmentdocument,ProposalTab,Organization/LocationPanel–PerformanceSiteLocationsSubpanelExample
TableProposalDevelopmentdocument,ProposalTab,Organization/LocationPanel–PerformanceSiteLocationsSubpanelFieldDescriptions
Field Description PerformanceSiteLocations Thenameandaddressassignedtotheplace(s)whereworkisbeingperformed.Thisfieldis
synonymouswith"projectsite"or"performingsite."Itisusedtoidentifyallperformancelocations,aswellassubcontractorlocations.
CongressionalDistricts TheU.S.Congressionaldistrictnumberoftheapplicantorganizationalcontactandtheperformingorganizationalcontact.EachCongressionaldistrictisanareawithinastatefromwhichamemberoftheU.S.HouseofRepresentativesiselected.Thereare435U.S.Congressionaldistricts,eachwithauniquecode.Internationalperformancesiteshavea00-000code.
Other Organizations
Figure-ProposalDevelopmentdocument,ProposalTab,andOrganization/LocationPanel–OtherOrganizationsSubpanelExample
Table-ProposalDevelopmentdocument,ProposalTab,andOrganization/LocationPanel–OtherOrganizationsSubpanelFieldDescriptions
Field Description OtherOrganizations Usethelookuptoselectthedesiredphysicallocationassociatedwitheachperforminglocation.
Address Thephysicallocationforeachperformingsite.AddressesaremaintainedintheAddressBook/Rolodex.
CongressionalDistricts TheU.S.Congressionaldistrictnumberoftheapplicantorganizationalcontactandtheperformingorganizationalcontact.EachCongressionaldistrictisanareawithinastatefromwhichamemberoftheU.S.HouseofRepresentativesiselected.Thereare435U.S.Congressionaldistricts,eachwithauniquecode.Internationalperformancesiteshavea00-000code.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 14
Keywords Akeywordisatermthatdescribesthedisciplineofasponsoredproject(forexample,sustainableagricultureorchildren'sliterature).
Keywordsareassociatedwithaspecificsponsoredprojectproposalandtheyhelptoidentifythetypeofresearchbeingconducted.Knowingthetopicofaproposalmayprovidereportsaboutaninstitution’sresearchandsponsoredprojectsenterprise.
SelectingthelookupiconopenstheSelectKeywordCodetablewindow.KeywordsareselectedfromaKeywordsTableratherthanbeingmanuallytypedintoatextfield.Ifakeywordisnotfoundinthesearchresults,[email protected].(Maintenance>Shared>Keywords).
Figure-ProposalDevelopmentdocument,ProposalTab,andKeywordsPanelExample
Table-ProposalDevelopmentdocument,ProposalPage,KeywordsPanel-FieldDescriptions
Field Description # Displayssequentiallineitemnumberforeachtablerowinascending,top-to-bottomorder.Alsoservesasa
lineselection/additionrowlabel.
Description Thekeywordsselectedfortheproposalthatcanbeusedindatabaselookupsandreports,(e.g.diabetes,shikimicacid,etc.).
Figure-ProposalDevelopmentdocument,ProposalTab,KeywordsPanel,KeywordsSearchExample
Table-ProposalDevelopmentdocument,ProposalPage,KeywordsPanel,KeywordsSearch-FieldDescriptions
Field Description KeywordCode Athemeusedtocategorizekeywordsintogroups(e.g.tosearchforallcountriesenter“Country*”).Usean
asteriskattheendofthecodenametopullallresultsforthetheme.
Description Thekeywordsselectedfortheproposalthatcanbeusedindatabaselookupsandreports,(e.g.diabetes,shikimicacid,etc.).
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AddingKeywordsKeywordsareaddedwhenthereisaneedtoidentifysciencetermsspecifictotheresearchbeingconducted,orcountryorregioninformationifthisfallsunderMSU’sdefinitionofInternationalActivities.
To add a keyword to your proposal:
1. ClickthelookupiconintheAddrow
TheKeywordLookupscreenappears:
2. EntercriteriaintheCodeand/orDescriptionfieldsasdesiredandclicksearch.
Theresultsaredisplayedbelowthesearchcriteriaareainatableformat:
3. ClicktoplaceacheckmarkinthecheckboxofeachKeywordrowforwhichyouwanttoaddintheSelect?
column.
4. Clickthereturn selected buttonatthebottomofthetable.
YouarereturnedtotheProposaltabwheretheKeywordsPaneldisplaysyourkeywords.
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Whenaproposaldevelopmentrecordissubmittedtothesponsor,thevaluesenteredontheKeywordspanelarecarriedforwardintotheInstitutionalProposalrecord,andifawardedtheKeywordswillcarryforwardintotheAwardrecord.
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S2S
Thissystem-to-system(S2S)applicationsubmissionisonlyavailableforcertainfederalfundingopportunities.Theeligibilityrequirementsarespecifiedbyeachsponsoringagency.TheS2StabfacilitatessubmissionofcertainfederalproposalscreatedinProposalDevelopmentdirectlytoGrants.gov.
UseKC’sS2Sfeatureto:
• SearchforandselectaGrants.govfundingopportunity
• ReviewtheOpportunityschematoknowwhichdataelementsandformsarerequired
• ReviewthelistofwhichformsarenotmappedtoKCdataandrequireuploadingaUserAttachedS2SForm
• Selectwhich‘optional’formsaretobetransmittedwiththesubmission
• Reviewtheapplicationforerrorsbyperformingadatavalidationcheckagainstspecificrequirements
• RetrievetheagencytrackingIDandsubmittalstatusoftheapplicationafterinstitutionalsubmissionhasbeencompleted
TheS2StabinKCprovidesasystem-to-systemconnectionbetweenKCandGrants.gov.YoucansearchforandselectaneligiblefundingopportunityannouncementviaKCusinganOpportunityIDorCFDANumber.Whenyouselectafundingopportunity,KCloadstheS2Stab(inKC)withdetailsandsubmissionformsforthatgrantopportunity.KCwillautomaticallyrunavalidationcheckbeforetheproposalissubmittedtotheGrants.govwebsite.Thisvalidationprocessidentifieserrorsandomissionsinyourapplication.YoumayalsotrackyoursubmissionontheS2StabinKC.
Note:IfaGrants.govopportunityisn'tcompatiblewithKC,theProposalDevelopmentdocumentcanbesavedinxmlformat,importedtotheGrants.govpackageonyourdesktop,editedandsentasapdfpackage.
KCuserswillneedAdobeReadertoopenGrants.govforms.
KCvalidatesGrants.govsubmissionsforthespecificopportunityyouselect.KCchecksthatyouhavecompletedtheopportunity’srequiredfields.Italsochecksthatyouhaveincludedtheopportunity’srequiredandoptionalformswiththesubmission.
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Figure-ProposalDevelopmentdocument>S2STab>Grants.govPanel-Layout
Table-ProposalDevelopmentdocument>S2STab>Grants.govPanel–SubsectionDescriptions
Subsection Brief Description S2Slookuplink SearcheligibleGrants.govapplicationopportunitieseitherbyselectingaCFDANumberor
specificOpportunityID.
Opportunity Opportunitydetails,includingtheopportunityIDandtitleassignedbythesponsoringagencyandinformationonthetypeofapplicationyousubmit,basedontheOpportunityIDselected.
SubmissionDetails Displaysthecurrentsubmissionstatusoftheproposal,derivedfromGrants.govuponclicking“refresh”,andincludesatrackingnumberandthesubmissiondateforthemostrecentsubmissionofthisproposal.
Forms Displaysallmandatoryandoptionalfederalformstosubmitwiththisproposal.
SubmissionHistory MSUisnotutilizingthisfunctionality.
UserAttachedForms UploadGrants.govsuppliedAdobe‘unstitched’formsforsubmissionwithaselectedS2SOpportunity.
Opportunity Search UsetheOpportunitySearchsectiontolookupfundingopportunitiespostedatGrants.govbyusinganOpportunityIDorCFDANumber.YoumayalsoremoveanopportunityfromaproposalintheOpportunitySearchsection.
Figure-OpportunitySearchSection
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S2SLookup
TheS2SlookupinKCsearchestheGrants.govwebsiteforopportunities.ThesearchusestheenteredCFDANumberorOpportunityID.TheCFDANumberandOpportunityIDmustbeenteredexactlyasitislistedinthesolicitationinordertoreturnresults.Wildcardsmaynotbeusedwiththissearch.
To search for available S2S opportunities:1. ClicktheS2SLookup iconintheOpportunitySearchsection.
Figure-S2SLookup
KCthendisplaystheOpportunityLookupscreen:
Figure-OpportunityLookupScreen
TheOpportunityIDand/orCFDANumberontheOpportunityLookupscreendefaultstotheinformationyouenteredontheSponsor&ProgramInformationpaneloftheProposaltab.YoucanchangetheOpportunityIDorCFDANumberontheOpportunityLookupscreen.
2. SelectGrants.govastheS2SProvider.(MSUisnotsubmittingsystem-to-systemvia
Research.govatthistime.)
3. EnteranOpportunityIDorCFDANumber.YoudoNOTneedtousebothoptionsforasearch.
Somesponsors(specificallyNIH)donotuseCFDAnumberstoposteachopportunity.IfyoursearchdoesnotlocateanopportunitybytheCFDAnumber,deletetheCFDAnumber,andusetheOpportunityIDonly,andthensearchagain.
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4. Click .
KCdisplaystheOpportunityLookupsearchresultslist:
Figure-OpportunityLookupSearchResultsListbasedonCFDANumbersearch–manyvaluesreturned(142).
5. Clickthereturnvaluelinktoselectanopportunityforwhichyouwanttoapply:
Figure-ReturnValueLink
Figure-S2SOpportunitySearchsubpanelafterresultselectedandreturned.
IfyouselectanopportunitythatisnotavalidS2Scandidate,KCdisplaysthiserror:
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EnteranOpportunityIDoraCFDANumberandclick again.
Theremoveopportunitybuttonappearsafteryouselectanopportunity.
KCfillsintheOpportunitysubsectionwiththeinformationfortheopportunityyouselect.
KCalsopopulatestheFormsSubsectionafteryouselectanopportunity.
KCpopulatestheOpportunityID,theOpportunityTitle,andtheCFDANumberontheSponsor&ProgramInformationsectionafteryouselectanopportunity.KCreplacestheinformationyoupreviouslyenteredintothesefieldsontheSponsor&ProgramInformationsection.
IfyouchangetheOpportunityID,theOpportunityTitle,ortheCFDANumberontheSponsor&ProgramInformationsectionafterKCpopulatesthesevalues,KCdisplaysanerrorduringdatavalidation.
S2SSupportNotification:AlthoughmanyactiveFederalformversionsaresupported,notallareavailableforsystem-to-system(S2S)submission.KCautomaticallyalertsyouwhenanopportunityhasmandatoryformsthatarenotcurrentlyavailable.Version5.2.1providestheuseranAttachedS2SFormtoolthatallowstheuseof‘unstitched’forms.WiththeseformstheusermustvisittheGrants.govwebsitetodownloadthe‘unstitched’formandattachittotheUserAttachedFormssubpanel.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 22
Navigating the S2S section after the returned opportunity is attached
Figure-S2Spaneldetails
1.RemovinganOpportunity:Youcanselecttheremoveopportunitybuttontofullyremovethepackagefromtheproposal.Ifyouwanttoreplacethecurrentopportunitywithanotheryoucanremoveyourselectedopportunityandaddanewopportunity.2.Opportunitypanel:InformationrelatedtothespecificopportunityattachedtotheProposalDevelopmentdocument,whichisfedautomaticallybytheopportunity.ItalsohastwofieldsSubmissionTypeandS2SRevisionTypethatmaybeselectedbytheuserifappropriatetotheapplication(mapstospecificformfieldswhereappropriate/applicable).3.SubmissionDetailspanel:SubmissioninformationwillautopopulateuponsuccessfulsubmissiontoGrants.gov.4.Formspanel:Thissectiondisplaystheformsincludedintheopportunitypackagebythesponsor.Thesponsordeterminesiftheformsaremandatoryoroptionallyincluded.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 23
5.Include:ThiscolumnallowstheusertoselectwhichformstoincludeintheS2SsubmissiontoGrants.gov.Certainformsaremandatoryandareautomaticallyincludedbuttheothersmustbemanuallycheckedforinclusion.6.SelecttoPrint:ThiscolumnallowstheusertoselectformsforprintanduponclickingtheprintselectedbuttonitopenstheselectedformsinaPDFdocumentthatcanbeprintedorsaved.Thisallowstheusertoreviewtheprintedformsfordataaccuracyanditalsoprovidesuserswithacopyofthesubmittedformsfortheirrecords.7.UserAttachedForms:Thissectionallowstheusertoupload‘unstitched’formsthatarenotsuppliedwiththefundingopportunitypackage.Theseformsmustbedownloaded,manuallypopulatedandthenattachedtoKCviathispanel.
S2S User Attached Forms KChastheabilitytosubmitS2SopportunitiesthatincludeformsnotcurrentlymappedtoKC.ThissolutionmeansthatthedataisnotenteredintoKCfields;thesystemtreatsthesefilledformslikeuploadedsubawardBudgetdocumentsthataresubmittedwiththeS2SopportunityviaGrants.gov.
Thingstoknowaboutusingtheattachmenttool:UnstitchedformsareprovidedbyGrants.gov.TheycanberetrievedattheGrants.govwebtabhttp://www.grants.gov/web/grants/forms/r-r-family.html#sortby=1ornavigatetotheGrants.govwebsiteandselectthe“Forms”tab.Formslistedwithanasterisk(*)inthePDFcolumnareunstitchedandavailableforusewiththeuploadtool.Note:Thecommentatthetopofthetable–thattheformsare“notsubmittable”–meansthattheyarenotintendedtobesubmittedindividuallytoGrants.gov.Thesespecialformshavebeen‘unstitched’tobeincludedinS2Ssubmissionsaspartofafullsubmission.
Figure-Grants.govFormstablisting'unstitched'forms
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 24
Figure-Exampleofanunstitchedform-partial.
CanIuploadtheextractedSubawardBudgetGrants.govformsheretoo?No.YoumustuploadthesubawardbudgetfilesintheBudgetmodulewherethefinancialdatacanbeextractedandinsertedintoyourdetailedbudget.
Figure-ExampleofatraditionalAdobeOpportunitywithanOptionalformComplete.
HowdoIfillouttheform?Unstitchedformsdonothaveavalidationtoolonthetab.IfyouuploadanincompleteunstitchedformtotheUserAttachedForms,youwillreceivetheGrants.govformschemalevelerrormessage.Theerrormessagemaynotprovidespecificfaults,butwillconfirmthattheformisincompleteanddoesnotmeetthevalidationrequirement.Youmustupdatetheformandrepeattheupload.
UsingtheUserAttachedFormtool:
NavigatetotheS2Stabintheproposal.ThereisasubpanelonthetabcalledUserAttachedForms
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 25
Figure-NewUserAttachedFormssubpanelintheS2Stab
ExpandtheUserAttachedformssubpaneltoaccesstheS2SUserAttachedFormuploadtool.
Figure-ExpandedviewoftheS2SUserAttachedFormsubpanel.
UserAttachedFormStep-by-stepinstructions:• NavigatetotheS2StabandexpandtheUserAttachedFormssubpanel.• IntheAddrow,entersomeinformationaboutthisuploadintheDescriptionfield.Ex.thenameof
thetargetform,like“PlannedReport”.(Thisfieldisnotusedinthetransmission.)• ClickBrowsetoopenasearchtoolwindow;locateyourcompletedunstitchedform.Whenyou
completethesearch,theFileNamefieldwilldisplaythelocationpathofyourupload.• ClicktheAddbutton.Ifthetargetform(s)arecomplete,theNamespacefieldwillupdatewiththe
officialforminformation,andtheFormNamefieldwillupdatefromtheformtypename;theFormFileNamewillappear(nametheusergavethefile).
• ClickSaveatthebottomofthescreen.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 26
Table-ProposalDevelopmentdocument>S2STab>S2SUserAttachedForms–SubsectionDescriptions
Fields Definition Description Userenteredtextualinformationabouttheattachedfile.Namespace System-enteredURLidentifieroftheuploadS2Sform.FormName Systementered–theGrants.govformnameoftheuploaded,translatedfile.FormFileName ThenamethefilewasgivenbytheuserwhentheGrants.govformwasdownloadedandsaved.
Actions
OnceauserattachedS2Sformhasbeensuccessfullyuploaded,thefollowingactionsareavailabletotheuser:
• ViewXML• ViewPDF• Delete
Figure-ViewoftheavailableactionsforaS2SUserAttachedForm.
ViewingandPrintingtheUserAttachedS2SForms
Unstitchedformscanonlybeprinted/previewedviathe“ViewPDF”buttonintheS2SUserAttachedFormsubpanel,withtheexceptionoftheHHSInclusionEnrollmentReportwhichcanbeprint-previewedwiththeForms>PrintSelectedoption.Toprint,usetheViewPDFbuttonintheActionscolumntogenerateaPDFfilethatcanbeprinted,ifdesired.
Tips:
• MakesuretheAdobeformyouarecompletingisanunstitchedformfromtheGrants.govsite.
• Followthesponsorinstructionsforenteringtheformrequireddata.Youmustmeetminimumdatarequirementstosuccessfullyaddandsavetheform.
• TheGrants.govvalidationerrormessageswillbeprovidedinthissectionwhenyouaddtheform.Iftheminimumformrequirementsarenotmet,theformwillnotbeadded.Opentheform,completetherequirementsandsavethechangesbeforeattemptingtouploadtheformagain.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 27
S2S Validation Warnings and/or Errors KChasbuilt-invalidationchecking/fixingfeaturesthataresimilartothe‘CheckPackageforErrors’featureinGrants.govpackages(formschemavalidationsonly).S2SvalidationsinKCaretriggeredinoneoftwoways,eitherthroughtheprintfunctionoftheformsorbymanuallyturningonvalidationsviatheProposalActionstab.ValidationandPrinting:Whenattemptingtoprinttheselectedforms,thesystemwillrunvalidationsautomaticallyforthosespecificselectedforms.Formerrors(ifany)willdisplayontheformssubsectionandyouwillneedtofixthevalidationerrorsbeforeprintingwillbeavailable.
Figure-FigureSchemaValidationErrorDisplay–Formssubpanel>S2STab
ProposalActionsTab:YoucanalsoseeanySchemaErrorsthatmayexistfortheproposalbyclickingthe‘turnonvalidation’buttoninProposalActions.TheseerrorswillappearintheDataValidationsection.
Figure-Grants.govErrorsSubpanelofDataValidationSectionProposalDevelopmentdocument>ProposalActionsTab)
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 28
RemovinganOpportunityfromtheProposal
YoumayremoveaGrants.govopportunityfromaproposalinordertolookupandreturnadifferentopportunityinstead.
To remove a previously-selected opportunity from the Proposal Development document
1. Clickremoveopportunity.
Figure-RemoveOpportunityButton
KCdisplaysaconfirmationmessage:
Figure1RemoveOpportunityConfirmationMessage
2. Click toremovethisopportunityfromthisproposal.Click tokeeptheopportunity.
KCremovestheinformationafteryouremovetheopportunityfromthisproposal.
KCnolongerdisplaysthisopportunityonsubsectionsafteryouremoveit.
KCclearsthisOpportunityID,OpportunityTitle,andCFDANumberintheSponsor&ProgramInformationsectionontheProposaltabafteryouremoveit.
S2SOpportunityDetails:thefollowingtableprovidesdescriptionsoftheinformationprovidedinthiswindow.
Table-ProposalDevelopmentdocument>S2STab>S2SSection>OpportunitySearchSubpanel>OpportunitySubpanel-FieldDescriptions
Field Description OpportunityID Theuniqueidentifierassociatedwitheachsponsor'sfundingopportunity.EquivalenttoFunding
OpportunityAnnouncement(FOA).
OpportunityTitle Thetitleoftheopportunityasdefinedbythesponsor.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 29
Field Description SubmissionType Thetypeofgrantapplicationpackage/proposalsubmitted.Typesofsubmissionsinclude:(1)
Application(2)Pre-application(3)Changed/CorrectedApplication.
S2SRevisionType Representsthereasonfortherevisedapplication.ThisfieldisonlyrequiredifaProposalTypeofRevisionisselectedontheRequiredFieldsforSavingtheDocumentsection.
CFDANumber CatalogofFederalDomesticAssistancenumberwhichidentifiesallFederalprogramsavailable.Thefirst2digitnumberidentifiesthefederalagency,andthelast3digitnumberidentifiesthespecificfederalprogrambeingappliedunder.
CompetitionId ThisidentifiestheversionoffederalformsrequiredbythesponsoringagencyandGrants.govforthespecificgrantapplicationpackage.
OpeningDate Thedateausermaybeginsubmittinggrantapplicationpackages,underaspecificfundingopportunity/program.
ClosingDate Thelastdayandtimeinwhichausermaysubmitanapplicationunderaspecificopportunity/program.
InstructionPage TheURLaddressthatlinkstotheprogram'scompletegrantapplicationpackageinstructions.ProvidedbythesponsorandavailablefordownloadfromtheGrants.govlink.
SchemaURL TheURLaddressthatlinkstotheprogramsfederallyfundedschemaprovidedbythesponsorandavailablefordownloadfromtheGrants.govlink.Definestherequiredandoptionalformsforeachfundingopportunity.Formschemasareincludedbyreferenceintheopportunityschema.
S2SProvider Thenameoftheoptionselectedfortransmittalofthissubmission.Currently,theonlyoptionbeingutilizedisGrants.gov
Post-Selection:SomeofthefieldsontheSponsor&ProgramInformationsubpanelontheProposaltabbecomepopulatedautomaticallyafterselectinganopportunity.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 30
Creating a New Proposal Development document for a Grants.Gov (S2S) Opportunity YoucanalsocreateaproposalforanS2SopportunityfromtheProposalschannelontheResearchertab.Thisoptionallowstheusertosearchforavalidopportunitybeforestartingaproposal.Onceavalidopportunityislocatedandselected,theproposaldocumentiscreatedfortheusertopreparetheapplication.
Figure-ResearcherTab>Proposalschannel>CreateProposalforGrants.govOpportunity
1. ClickCreateProposalForGrants.govOpportunityfromProposalChannelonResearchertab.
KCthendisplaystheOpportunityLookupscreen:
Figure-OpportunitylookupscreenasaresultofselectingResearcherTab>Proposalschannel>CreateProposalforGrants.govOpportunity
2. SelectGrants.govfromtheS2SProviderdropdownlist.
3. EnteranOpportunityIDand/orCFDANumber.
Somesponsors(specificallyNIH)donotuseCFDAnumberstoposteachopportunity.IfyoursearchdoesnotlocateanopportunitybytheCFDAnumber,insertonlythe
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 31
OpportunityID,andsearchagain.
4. Click .
KCdisplaystheOpportunityLookupsearchresultslist.
Figure2OpportunityLookupSearchResultsListbasedonCFDANumbersearch
5. Clickthecreateproposallinktoselectanopportunityforwhichyouwanttoapply.
Figure3CreateProposallinkintheReturnValuecolumn
UponclickingCreateProposal,youarereturnedtotheRequiredFieldsforSavingDocumentpanelontheProposaltab.InordertosavethenewProposal,youmustenterthesevenrequiredfields.
Submitting to Sponsor via S2S WhentheProposalDevelopmentdocumentiscompleteandapprovedbyallpartiesinworkflow,theOfficeofSponsoredPrograms(OSP)willperformtheS2SGrants.govsubmission.WithintheProposalActionstab,thesubmitS2Sbuttonbecomesavailableafterfinalapproval.OSPwillclickthisbuttontotransmittheproposaltoGrants.gov.
Aftertheproposalissubmitted,Grants.govwillsendconfirmationemailstotheOfficeofSponsoredPrograms.
Submission Details TheSubmissionDetailssubsectioncontainsinformationabouttheproposalsubmissiontoGrants.gov.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 32
Figure-ProposalDevelopmentdocument>S2STab>S2Spanel>SubmissionDetailsSubpanel-Example
KCdisplaysthisinformationalmessageontheSubmissionDetailssubsectionbeforetheproposal
issubmittedtoGrants.gov:
KCautomaticallyaddsinformationtotheSubmissionDetailssubsectionaftertheproposalissubmittedtoGrants.gov.
Table-ProposalDevelopmentdocument>S2STab>S2Spanel>SubmissionDetailsSubpanel-FieldDescriptions
Field Description ReceivedDate ThedateandtimeGrants.govreceivedtheproposalapplication,thisistheofficialtimestampfor
thesubmission.
Status Thecurrentstateoftheproposalsubmission(forexample,‘Submitted to Grants.Gov’)atGrants.Gov.Additionalinformationmaybeprovided.Forinstance,thismayincludeanexplanationfora“rejectedwitherrors”status.
GGTrackingId ThenumberassignedbyGrant.govuponsuccessfulsubmissionoftheproposal.Thisistheassignednumberfortheproposalsubmission.
AgencyTrackingId Auniqueidentifierassignedtoaproposalbyanagency,whichisusedtoidentifyandtrackthesubmissionattheagencylevel.Note:Notpresentlyutilizedbyallagencies.
Comments Additionalgrants.govinformationregardingthestatusoftheapplication.Thisdisplaysthecurrentstatusoftheproposalsubmission,whichcanberefreshedbyclickingthearrow.
Attachments Thefilenameofanyattacheddocumentfilesaredisplayed.ThisservesasalistofformsandattachmentsthatyousuccessfullysubmittedtoGrants.gov.Iftheapplicationcontainedanyattachmentstoaccompanytheincludedforms,theywouldbelistedinthissection.ItisrecommendedthatallattachmentsbeuploadedasPDFfiles.
LastModifiedDate ThedateandtimethatKClastupdatedthisapplicationstatusasmostrecentlyupdatedbyGrants.Gov.
Refreshbutton Clicktherefreshbuttontoupdatethedisplayofsubmissiondetails,whichbecomeavailableaftertheproposalissubmitted.
S2S Forms TheFormssubsectionontheS2Stabliststheformspackagedbythesponsorforthisopportunity.TheFormssubsectionshowswhethereachformismandatoryoroptionalforyoursubmission.Theuser
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 33
mustchecktheboxinthe“Include”columntotransmitanyoftheoptionalformswithyoursubmission.YoumayalsoprintformsfromtheFormssubsection,withthefollowingexceptions:
1. MostUserAttachedFormscannotbeprint-previewedfromtheFormssection,withtheexceptionofNIH’sInclusionEnrollmentReportform.
2. AttachmentstoformswillonlybepreviewediftheyareinPDFformat.Allattachmentswillbesubmittedwiththeproposal,butonlyPDFfilescanbepreviewedinthisFormssection.
Figure-ProposalDevelopmentdocument>S2STab>S2SPanel>FormsSubpanelExample
Table-ProposalDevelopmentdocument>S2STab>S2SPanel>FormsSubpanelFieldDescriptions
Field Description FormName Thegovernment-assignedtitleofaformthatmayaccompanytheGrants.govopportunity.
Mandatory IndicatesifagivenformisrequiredtosubmittheproposaltoGrants.gov.
Include Indicatesifagivenformwillbeincludedwiththeproposalsubmissionpackagetogrants.gov.Yes,no,orn/a(fornotapplicable)isdisplayed.Read-onlydisplayorcheckbox.
Desc Indicatesifagivenformisavailabletobeincludedwiththeproposalsubmissionpackage.Adescriptionoftheform’savailability,thisshowswhethertheformisavailablefromgrants.gov.
SelecttoPrint AcheckedboxindicateswhatformswillbeprintedwhentheuserclicksPrintSelected.
Grants.gov Forms Overview TheFormssubsectionreflectstheformsincludedinthesubmissionandwhichofthemweremandatoryandavailable.Italsoallowsyoutoprintanyoftheincludedformsforyourrecords.
FormMapping&Logic
EachformhasmappinglogicprogrammedintoaschemasoitcanidentifywhichKCdatatopullintoeachformforprintandultimately,submissiontoGrants.gov.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 34
FuturegrowthofGrants.govS2SinKC
NewformsandupdatedformversionsareconstantlyforthcomingfromGrants.gov.KCsupportforthesewillbehandledthroughpatchesforimplementinginstitutions.
TheQuestionstabwillprovidethedataforGrants.govS2SQuestionnaire,iftheformsintheselectedopportunityaremappedtothisquestionnaire.ManyGrants.govformsaresupportedbytheS2Squestionnaire.TheQuestionnaireandStandardProposalQuestionnaireutilizesrulebasedtriggersandconditionalbranchingtoprovideproposalspecificresponsestherebypopulatingtheforms.
Questionnaire Functionality with Grants.gov Forms IfyouconnecttoaGrants.govopportunitythatcontainsformsthataresupportedbyacorrespondingQuestionnaire,oneormorequestionnaireswillbeavailableintheQuestionstabasaseparatepanel(asseeninthebelowscreenshot).ThesequestionnairesarerequiredandmustbecompletedbeforetheusercanprinttheassociatedS2Sformorsubmittheproposalintorouting.
Figure-ProposalDevelopmentdocument>QuestionsTab>Grants.govS2SQuestionnaireExample
IfyoureplacetheGrants.govopportunitywithanotheroneordeletetheexistingGrants.govopportunity,thepreviouslyassociatedquestionnaireswillberemovedand/orreplacedwithanynewquestionnaires,ifapplicable.Somequestionsleadtoadditionalquestions.ItdependsonyouranswerswithintheQuestionnaire.Forexample,ifyouanswerYESto‘IsthisaSeniorFellowshipApplication?’anadditional4questionsregardingaseniorapplicationbecomeavailabletotheuser.
KCGrants.govFormAttachmentUploadProcessOverviewManyS2Sformsprovidetheabilityto“attach”filesaswellasdata.ThesponsormayrequirePDFfiles,oranyotherformat.AnyfiletypecanbeuploadedinKC,andsubmittedviaS2S,butonlyPDFfilescanbeprint/previewedviatheS2Stab>Forms>Printtool.
Tofulfillthisform’srequirements,theusermustdothefollowingintheAbstractsandAttachmentstab>ProposalAttachmentspanel:
1.SelecttheappropriateAttachmentTypeasidentifiedintheS2SFormUserguide.
2.Browseandlocatethefiletheuserwishestoupload.
3.Selectthestatusofthefile–completeorincomplete(indicatesifthedocumentisstillaworkinprogress)
4.EnteraDescription(mayberequiredbasedonthenarrativetype).
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 35
5.Clickthe[add]buttontosavethisuploadaspartoftheproposal.
Figure-KCAttachmentUploadProcess
Submission HistoryNotusedbyMSU
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 36
Key Personnel
TheKeyPersonneltabiswhereyouidentifythefacultymemberorseniorresearcherwhoisthePrincipalInvestigator(PI)oftheproposal,anyadditionalCo-Investigators(Co-I),andKeyPersons(otherKeyPersonnel).
Figure-ProposalDevelopmentdocument>KeyPersonnelTab–PanelsCollapsedLayout
Add Key Personnel TheAddKeyPersonnelbubbleatthetopofthetaballowsyoutosearchforandselectemployeesandnon-employees,specifyproposalrolesforeach,andaddthemaspersonnelthatwillbeinvolvedintheprojectwork.
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>AddKeyPersonnelBubble
1. ClickonthespyglassicontoopenasearchforanEmployeeorNon-employee.
2. Entersomerefininginformationtoperformyoursearchandselectapersontoreturnthatvaluetotheproposal.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 37
3. SelectaProposalRolefromthedrop-downlist.Theoptionsavailablewillvarydependingonthesponsorselected,andtherolesalreadyassigned.
a. Someroleselectionswillpresentanadditionalfieldthatmayneedtobecompleted.
i. ForNIHProposalswithMultiplePD/PI'sselecttheproposalroleofCo-Investigatorforthenon-contactPIandthenchecktheMultiple-PIbox.
ii. KeyPersonwillpresenttheKeyPersonRolefield.ThisisaREQUIREDfield.Type
intherolethisindividualwillfillintheproposal.Pleasereferencethesponsorguidelinesandsolicitationrequirementsfortheappropriatetitle.
4. Clicktheaddpersonbuttontosavethisselectionandmoveittothelistofproposalpersonsin
thesubpanelbelow.(Theyellowasteriskisavisualreminderthatyoumustclicktheaddpersonbuttontocommitthisitemandhaveitappearintheproposalpersondetailsbelow.)
Table-ProposalDevelopmentdocument>KeyPersonnelTab>AddKeyPersonSelectionBoxDefinition
Field Description Person DisplaysthefullnameofthepersonselectedfromtheEmployeeSearchorNon-employee
searchdatabase.
EmployeeSearch AllowsyoutolookupfromthePersontabletheindividualswhoareactivelyemployedwiththeapplicantinstitution.InformationisstoredinaPersonTablethatislinkedtoanHRdatabase.
Non-employeeSearch AllowsyoutolookupfromtheAddressBooktabletoidentifyindividualswhoareassociated/affiliatedwithMSU,butwhoarenotcurrentemployees.IndividualsaremaintainedinAddressBookIDentries.
ProposalRolebox
ProposalRole Thedescriptionoftheroletheindividualwillperformforthisproposal.Thisfieldidentifiesoneofthefollowingtitle/rolesforeachkeypersonworkingontheproject:PrincipalInvestigator,Co-Investigator,orKeyPerson.
MultiplePICheckbox ForusewithNIHproposalsonly-Ifappropriate,clicktheMultiplePIcheckboxtoindicateiftheCo-InvestigatorisalsoaMulti-PIonthisproject.(SeethesectiononMultiplePIoptionformoreinformation.)
KeyPersonRole AnopentextfieldidentifyingtherolethisKeyPersonwillprovideintheproposal.Followthesolicitationandsponsorguidelinesforenteringtheappropriaterole.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 38
Person Attributes The“PersonName”sectiondisplaysthedetailsassociatedwiththepersonselected,whichisprovidedfromeithertheHRfeedforemployeesorAddressBookdatabasefornon-employees,andallowsforthesefieldstobemodified.
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanelLayoutDepictingSubpanels
Tab Label Area
• Checkbox:Usedfordeletion. Clicktoselectthispersonandthenclick
the buttonatthebottomofthetabtodeletetheperson.
• Namedisplay:Theperson’sfirstandlastnamesappearastextonthetab.
• Roledisplay:Theperson’sProposalRoleisdisplayedinlightergraytextinthemiddleofthetab.
Table-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel–SubpanelDescriptions
Subsection Description PersonDetails Name,address,phone,andbasiceducationinformationfromthePersondocumentfortheselected
individual.TheeRACommonsUserNamemustbeenteredhere.
ExtendedDetails Furtherinformationontheperson.
Degrees Selectionandentryofdegreeinformation.
UnitDetails OrganizationalUnitselectionandaddition.ThisiswherePIProfileswillbeselectedforF&AAllocationintheCombinedCreditSplitpanel(thedefaultprofilewillautomaticallyappear).
ProposalPersonCertification
CertificationquestionswithYes/Noanswerselection.ThesewillautomaticallybeincludedforPrincipalInvestigatorandCo-InvestigatorrolesandmustbemanuallyaddedforKeyPersonnel.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 39
Person Details
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>PersonDetailsSubpanelExample
Table-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>PersonDetailsSubpanel-FieldDescriptions
Field Description ProposalPersonRoleId Identifiestheroleinwhichthiskeypersonisassignedfortheproposedproject.Theoptions
include:PrincipalInvestigator,Co-Investigator,orKeyPerson.
FullName Firstandlastnameoftheuserasrecordedinthepersondocument.
EmailAddress Theelectronicmaillocationforthisindividual.
PrimaryTitle Themainworkingtitleforthisindividual.
HomeUnit ThemainunitintheHumanResources(HR)systemassociatedwithanindividual'sinstitutionalappointment.
eRACommonsUserName Theuniqueidentifier(UserID)giventoeachindividualregisteredwithinNIH’seRACommonssystem.eRACommonsUserNamemustbeenteredforNIHproposalssubmittedtoGrants.gov(system-to-system).
Pager Thepagernumberforthisindividual.
OfficeLocation Theprimaryofficelocationfortheindividual(e.g.theaddressforwhichtheindividualreceivestheirmail).
AddressLine1 Thefirstaddresslineoftheindividual’sofficelocation;usedtosendcorrespondenceviatheUSmail.
AddressLine2 Additionallineforaddressinformation.
AddressLine3 Additionallineforaddressinformation.
PostalCode Thezipcodewheretheindividual'sofficeislocated.
PercentageEffort Thetotaleffortthatthisindividualiscommittingtotheproposal.Thismustbetheproportionoftimeinrelationtoallinstitutionalcommitmentsandobligations.Note:thisamountdoesnotcurrentlyflowthroughtothecreditsplitorbudgetareas.)
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 40
Field Description UserName TheKCuserID.ForMSUemployeesthisequatestotheindividualsMSUNetID.
OfficePhone Thetelephonenumberlocatedintheworkareaforthisindividual.
DirectoryTitle Theworktitleusedforthisindividualintheinstitutiondirectory.
Division ThenameoftheMAUfortheindividual’sHomeUnit.
FaxNumber Theperson’sfaxnumberwithareacodefirst.
Mobile Thecellularphonenumberoftheindividual.
SecondaryOfficeLocation Ifthereisalocationwherethepersonsometimesworks,butnotmostofthetime,itisdisplayedhere.
City Thecitywheretheindividual'sofficeislocated.
County Thecountywheretheindividual'sofficeislocated.
CountryCode Thecountrywheretheindividual'sofficeislocated.
State Thestatewheretheindividual’sofficeislocated.
Faculty Ifchecked,indicatesthispersonisdesignatedwithanMSUfacultyposition.
OtherSignificantContributor UsedbyNIHtodenoteanOtherSignificantContributorintheproposal.Ifchecked,indicatesthatthiskeypersonwillnotbepulledintothebudget.
EducationLevel Thehighestdegreelevelobtainedbytheindividual.
Major Theareaofstudyforthehighestdegreelevelreceivedbytheindividual.
School Theacademicinstitutiontheindividualattendedforthehighestdegreelevelreceivedbytheindividual.
YearGraduated Theyeartheindividualgraduatedwiththeirhighestdegreelevel.
Degree Thehighesttypeofdegreereceivedbytheindividual.
Extended Details
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>ExtendedDetailsSubpanelExample
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 41
Table-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>ExtendedDetailsSubpanel-FieldDescriptions
ManyofthesefieldsmaybemaintainedinyourHRdepartmentbutareintentionallyNOTpopulatedtoyourKCenvironment.AsmallnumberofthesefieldsareutilizedinS2Sforms.
Field Description AgebyFiscalYear Ageofindividualduringthefiscalyearofthisproposalsubmission.
EducationLevel Thehighestdegreelevelobtained.
Major Theareaofstudyforthehighestdegreelevelreceivedbytheindividual.
IsHandicapped Checkboxtoindicateifthisindividualhasadisability.
Veteran CheckboxtoindicateifthisindividualisaVeteran.
HasVisa CheckboxtoindicateifthisindividualhasaVisa.
VisaType Upto18charactersavailabletodescribetheindividual’sVisatype.
OfficeLocation Upto27charactersavailabletoprovidemoredetailedinformationaboutthisindividual’sofficelocation.
School Upto33charactersavailabletoprovidedetailedinformationabouttheindividual’sschool.
DirectoryDepartment Theindividual’sdepartmentaffiliation(upto30characters).
DirectoryTitle Upto27characterstonotetheindividual’sdepartmenttitle.
IsonSabbatical Checkboxtoindicateifthisindividualisonsabbatical.
IdProvided Thisfieldallowsupto24characterstonotewhethertheindividualwasprovidedwithanID.
Race Ethnicityasdefinedontheindividual'spersonnelform.
Degree Upto9characterstorecordtheindividual’sdegreeinformation.
KcPersonID Thesystemloginidentifierforthisindividual.TheKCuserID.
HandicapType Upto24charactersavailabletodescribetheindividual’sdisability.
VeteranType Upto24charactersavailabletodescribewhattypeofVeteranthisindividualis.
VisaCode Upto14charactersavailabletoentertheindividual’sVisacode.
VisaRenewalDate TheVisaRenewalDatecanbeenteredmanuallyorcanbeselectedbyusingtheDateselector(calendaricon).
SecondaryOfficeLocation Enterupto27characterstoprovideinformationabouttheindividual’ssecondaryoffice.
YearGraduated Enterupto17characterstorecordtheyeartheindividualgraduatedwiththeirhighestdegree.
PrimaryTitle Enterupto22charactersofindividual’sprimarytitleinformation.
IsVacationAccrual Checkboxtoindicateifindividualhasvacationaccrual.
County Enterupto27characterstoindicatecounty.
IdVerified Thisfieldallowsupto24characterstonotetheverificationoftheID.
CitizenshipType TheCitizenshipTypeMaintenanceDocumentfeedsthisdrop-downboxwiththefollowing4Citizenshipchoices:U.S.CitizenorNoncitizenNational,PermanentResidentofU.S.Pending,PermanentResidentofU.S.andNon-U.S.CitizenwithTemporaryVisa.ThisfieldisrequiredforsomeS2S(System-to-System)forms.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 42
Degrees TheDegreessectionallowsyoutoadddegreeinformationforeachpersoncontributingtotheproposedresearchproject,includingtheType,Description,GraduationYearandSchool.
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>DegreesSubpanelExample
Table-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>DegreesSubpanel-FieldDescriptions
Field Description DegreeType Thetitleforthetypeofdegreebeingadded.
DegreeDescription Upto80charactersoftexttoexplainthetypeofdegree.
GraduationYear Enterayearinyyyyformattospecifytheyearinwhichthedegreewasconferredupontheindividual.
School Theofficialnameofthedegree-grantinginstitution.
Unit Details ThissectionallowsyoutoselectaPIProfileNamefromalookupandthenaddthisinformationtotheCombinedCreditSplitpanel.
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>UnitDetailsSubpanelExample
Table-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>UnitDetailsSubpanel-FieldDescriptions
Field Description PIProfileName ThenameofthePIProfileselectedfortheindividual.Thesystemwillautomaticallyincludetheinvestigators
‘default’profile,howeverthesearchiconcanbeusedtosearchforotherprofilesthatmaybeestablishedfortheindividual.ThePIProfilewillpopulateentriesintheUnitNameandUnitNumberfields.
UnitName Thenameoftheunittheindividualisassignedto,orthenameofoneoftheunitsincludedintheindividual’sselectedPIProfile(e.g.DepartmentofChemistry,CenterforBioenergyResearch,etc.).
UnitNumber TheOrganizationCodeusedtoidentifytheunittheindividualisassignedto,ortheunitincludedintheindividual’sselectedPIProfile.Anumericvalueassociatedwiththeunitnametouniquelyidentifyit.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 43
Proposal Person Certification TheProposalPersonCertificationsectionoftheKeyPersonneltabidentifiesthemaininstitutionalandsponsor-specificverificationsanddisclosurestatementsrequiredpriortoconductinginstitutionalresearch.Forexample,lobbyingactivity,andaccuracyofinformationprovided,certifications,aswellasacceptanceofresponsibilitiesforproposedtasksandensuringcompliancewithapplicablelaws,regulations,policies,andguidelines.
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>ProposalPersonCertificationExample
ProposalPersonCertificationquestionsarerequiredforindividualswiththePIandCo-Investigatorroles,andmaybeoptionallyaddedorremovedforKeyPersons.
Table-ProposalDevelopmentdocument>KeyPersonnelTab>PersonPanel>CertifySubpanel-FieldDescriptions
Field Description Question Aninquirybytheinstitutionand/orthesponsorthatmustbeansweredbytheindividual.
Answer Theinquiryresponsebytheindividual.
Combined Credit Split TheCombinedCreditSplittabprovidesfieldsfordisplayand/orentryofpercentagedistributionbetweenuniversitydefinedcategories.ThecategoriesforMSUareF&AAllocation,Post-AwardUnit,andSpace.Valuesfortheinvestigatorlines(darkgraylines)andunitlines(whitelinesundereachinvestigatorname)mustaddupto100%.ThesystemhasbeendesignedtopullPIProfileunitswiththeirassignedpercentagesintotheF&AAllocationcolumn.UsersmustenterunitpercentagesforthePost-AwardUnitandSpacecolumns.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 44
Figure-ProposalDevelopmentdocument>KeyPersonnelTab>CombinedCreditSplitSubpanel-Example
Table-ProposalDevelopmentdocument>KeyPersonnelTab>CombinedCreditSplitSubpanel-FieldDescriptions
Field Description CreditSplitType Thecategoryforwhichcreditsplitwillbeappliedattheinvestigatorandunitlevel.Typesinclude:
F&AAllocation,PostAwardUnit,andSpace.UnitTotal Thetotaldistributionofcreditforeachinvestigator’sunits.Musttotal100%.
InvestigatorTotal Thetotaldistributionofcreditforallinvestigators.Musttotal100%.
KeyPersonnelTabActions
TodeleteapersonfromtheKeyPersonneltab,selecttheperson(s)checkboxandclickthe
button.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 45
Special Review
Special Review Panel TheSpecialReviewtabhasasinglepanelsectionalsolabeledSpecialReviewthatprovidesthestandardaddlineitemfunctionality.
Figure-ProposalDevelopmentdocument>SpecialReviewTab>SpecialReviewPanel–Example
Table-ProposalDevelopmentdocument>SpecialReviewTab>SpecialReviewPanel–FieldDescriptions
Field Description Type Thetypeindicateswhichspecialreview,ifany,isrelevanttothedocument.Typeselections
include:HumanSubjects,AnimalUse,InternationalActivities,AdditionalSpace/Renovations,URO,ExportControl,andConflictofInterest-BoardofTrusteereview.
ApprovalStatus Indicatesthestatusofthespecialreview.Statusesinclude:Pending,Approved,NotYetApplied,Exempt,LinktoIACUC,LinktoIRBandRejected.
ProtocolNumber ThenumberassignedtotheprotocolsubmittedbythePItotheinstitution'sregulatorycommittee(e.g.IACUC,IRB,etc.).TypicallyonlyusedforHumanSubjectsorAnimalUseTypes.
ApplicationDate Thedatetheprotocolwassubmittedtotheregulatorycommittee.
ApprovalDate Thedatetheprotocolwasapprovedbytheregulatorycommittee.
ExpirationDate Thedatetheexistingprotocolexpires.
Exemption# SelectoneofsixcategoriesofexemptresearchspecifiedbytheCommonRule(45CFR46.101(b)).
Comments Typetoenterinternalnotesrelevanttotheprotocolorspecialreviewitem.
Adding a Special Review 1. SelectthedownarrowintheTypecolumnandclickthespecialtypeofreviewyouare
requesting.
2. SelectthedownarrowintheApprovedStatuscolumnandclickthecorrectstatus.TypicallythestatusforHumanSubjectsandAnimalUsagewillbePending.Nootherdataisenteredatthispoint.
3. Completetheotherfields,ifapplicable.
4. ClickAddButton
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 46
Custom Data
TheCustomDatatabisusedtodisplaytheCustomAttributesdefinedbyeachinstitutiontocollectdatanotcapturedbybaselineKC.Attributesaredisplayedinpanelsasspecifiedwhenthecustomattributesarecreated.AtMSU,aVoluntaryCostShareinformationfieldhasbeenaddedtodocumentanyvoluntarycommittedcostshareincludedintheproposal.AdditionalfieldscanbeaddedatanytimeasdeterminedbyMSU.
Figure-ProposalDevelopmentdocument>CustomDataTab–ExampleLayout
Table-ProposalDevelopmentdocument>CustomDataTab–FieldDescriptions
Field Description VoluntaryCostShareInfo
Adescriptionofanyvoluntarycommittedcostsharethatisincludedintheproposal.Ifbothvoluntaryandmandatorycostshareareincluded,specifytheamountofeachtypeinthisfield.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 47
Abstracts and Attachments
TheAbstract&Attachmentstaballowsyoutouploaddocuments,oraddnotesandcommentsfortheproposal.Attachmentscanbeofvarioustypes:Proposal,PersonnelorInternal.YoucanalsoprovidenotesforsubsequentreviewersontheNotespanel.
WhiletheProposalandPersonnelattachmentscanbeviewedbythesponsoragency,theInternalattachmentsandNotesareinternaltoyourinstitution(forexample,PIexceptionapprovaldocumentation).
Inaddition,youcanenteranytext-formattedabstracttypesintheAbstractspanel.ForanS2SsubmissionthatrequirescertainAbstractcomponentstobeintextformat(suchascertainNSFapplicationinformation),thistabshouldbeused.
NotesandAttachmentscreatedinaproposaldocumentdonotcarryovertotherelatedInstitutionalProposaldocument.IfauserwishestoviewproposalattachmentswhileviewinganIP,theusermustuseMedusatogobacktotherelatedproposaltoviewnotesandattachments.NotethatIPshavetheirownnotesandattachmentsthatarecreatedafteraproposalissubmitted.
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab–PanelsLayout
Table-ProposalDevelopmentdocument>AbstractsandAttachmentsTab–PanelsDescriptions
Field Description ProposalAttachments AddProposalattachments,specifytype,status,contactinformation,andaddcomments.Only
usedforGrants.govsubmissions.
PersonnelAttachments AddPersonnelattachments,selecttype,person,andadddescription.OnlyusedforGrants.govsubmissions
InternalAttachments AddInternalattachments,selecttype,andadddescription.
Abstracts AddAbstractfiles,selecttype,andadddetails.
Notes Typenotes,specifytopic,andaddtodocument.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 48
Proposal Attachments ThisisthepanelwherenarrativeattachmentsareuploadedforinclusioninaGrants.govproposalsubmission.TheAttachmentTypesavailablefromthedrop-downlistwilldependonthetypeofS2SopportunitylinkedtotheProposal.Anytypeoffilemaybeuploaded,saved,andtransmitted;howeversponsorspecificrequirementsshouldbefollowed(e.g.NIHonlyacceptspdfattachments).
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>ProposalAttachmentsPanel–Example
Table-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>ProposalAttachmentsPanel-FieldDescriptions
Field Description AttachmentType Typeofattachmenttobesent(transmitted)tothesponsor.Selectedfromadrop-downmenu.
Status Specifiesthestatusofthedocumentasassignedbytheuser.Achoiceof‘Incomplete’or‘Complete’isprovided.
UploadedBy Systemgeneratednameoftheindividualwhoaddedtheattachment.
PostedTimestamp Systemgeneratedexactdate/timetheattachmentwasuploadedandaddedtothedocument.
Comments Optionalfree-formtextboxtoaddnotationsrelatingtoaspecificattachment.
FileName Thenameoftheattachedfileappearswithintheboxafterithasbeenbrowsedforanduploaded.ItisrecommendedthatallattachmentsbeuploadedasPDFfiles.
ContactName Thenameoftheindividualtobecontactedifsubsequentviewers/approvershavequestionsregardingthedocument.
EmailAddress TheemailaddressoftheindividuallistedintheContactNamefield.
PhoneNumber ThephonenumberoftheindividualnamedintheContactNamefield.
Description Allowsuserstheopportunitytoincludeabriefsummaryoftheuploadedattachment.
ModifyingExistingProposalAttachmentStatusTheusermayupdatethestatusofALLexistingproposalattachmentsinonestep.TheMarkallattachmentstoolappearsabovetheAttachmentTypefieldassoonasanattachmentisadded.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 49
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>ProposalAttachmentsPanel–MarkallattachmentsExample.
UpdateallAttachmentstoCompleteorIncompleteStatus:
• NavigatetotheAbstractsandAttachmentsTabintheproposal.• ClickonthedropdownarrowbesidetheMarkallattachmentslabelandselectCompleteor
Incompletefromtheoptions.• ClicktheUpdatebutton.• Alltheproposalattachmentswillbechangedtotheselectedstatus.
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>ProposalAttachmentsPanel–MarkallattachmentsUpdatebutton
ViewingAddedAttachmentFilesUsethefollowingprocedurewhenyouwanttoviewdocumentsthathavealreadybeenattachedtothee-Doc.
Toviewanattachedfile
1.Clicktheviewbutton.Dependingonyourbrowser’ssettings,adialogboxopenspromptingyoutoOpenorSave.
2.Savetoyourlocaldrive,thendouble-clickfromtheretoopen.Theassociateddocumentviewingapplicationlaunches(forexample,MicrosoftWord,orAdobeAcrobat).
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 50
View/EditRightsforanattachedfile1. Clicktheview/editrightsbutton.
ARightssectionappearsinanewbrowserwindow(pop-upscreen).
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>ProposalAttachmentsPanel–View/Editrightsbutton
2. Selecttheradiobutton byclickingwithinacircletoplaceadotwithinittoindicateyourselectionofthedesiredoption.ThenclicktheSavebuttonatthebottomofthewindow.
Personnel Attachments ThisisthepanelwherepersonnelattachmentsareuploadedforinclusioninaGrants.govproposalsubmission.TheAttachmentTypesincludeitemsthatarespecifictoaperson,suchasBiosketchandcurrent/pendingsupport.Anytypeoffilemaybeuploaded,saved,andtransmitted;howeversponsorspecificrequirementsshouldbefollowed(e.g.NIHonlyacceptspdfattachments).
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>PersonnelAttachmentsPanel–inprogress
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 51
Table-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>PersonnelAttachmentsPanel-FieldDescriptions
Field Description
PostedTimestamp Systemgeneratedexactdate/timetheattachmentwasuploadedandaddedtothedocument.
UploadedBy Systemgeneratednameoftheindividualwhoaddedtheattachment.
Person DropdownboxautomaticallypopulatedwiththenamesoftheindividualslistedontheKeyPersonnelpageforthisproposal.
AttachmentType Typeofdocumenttobeattachedandtransmittedtothesponsor,selectedfromadrop-downmenu.
Description Allowsuserstheopportunitytoincludeabriefsummaryoftheuploadedattachment.
FileName Thenameoftheattachedfileappearswithintheboxafterithasbeenbrowsedforanduploaded.
To view/save an attachment 1. ClickviewintheActionscolumntotherightofthenumberedattachmentlineitem.
Adialogboxappears,promptingyoutoeitheropenwiththedefaultapplicationorsavethefiletoyourlocaldrive.
2. SelecteitheropenorsaveasdesiredandclickOK.
Internal Attachments ThisisthepanelwhereallattachmentsareuploadedforproposalsthatarenotsubmittedtoGrants.gov.ThisisalsowhereinternalattachmentsforGrants.govproposalsareattached(e.g.solicitation,subrecipientcommitmentform,etc.)
Figure-AddInternalAttachmentsSubpanel
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 52
Table-InternalAttachmentsSubpanel–ColumnDescriptions
Field Description
PostedTimestamp Systemgeneratedexactdate/timetheattachmentwasuploadedandaddedtothedocument.
UploadedBy Systemgeneratednameoftheindividualwhoaddedtheattachment.
AttachmentType Typeofdocumenttobeattached,selectedfromadrop-downmenu.Typeofattachmentcanbeconfigured.
Description Allowsuserstheopportunitytoincludeabriefsummaryoftheuploadedattachment.
FileName Thenameoftheattachedfileappearswithintheboxafterithasbeenbrowsedforanduploaded.
To add an internal attachment 1. SelectthedownarrowintheAttachmentTypecolumnandclickonthecorrect
attachmenttype.
2. ClicktheBrowsebuttonintheFileNamecolumnandaFileUploadwindowappears.
3. Locateandselectthefile.ThefilepathappearsintheFileNamecolumn.
4. ClicktheAddbuttonintheActionscolumn.ThefileisuploadedtoKCandarowisaddedintheInternalAttachmentspanelshowingtheuploadedfilealongwithautomaticallyenteringthePostedTimestampandUploadedByinformation.
Abstracts TheabstractpanelisusedforSystem-to-systemsubmissionsthathavetext-baseddocumentrequirements.Thisisrarely,ifever,requiredorused.
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>AbstractsPanel
To add an abstract 1. SelectthedownarrowintheAbstractTypecolumnandclickthecorrectabstracttype.
2. TypetheneededinformationintotheAbstractDetailsfield.
3. ClicktheAddbuttonintheActionscolumn.ArowisaddedintheAbstractspanelwiththeinformationalongwiththePostedTimestampandAuthorinformationforthe
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 53
abstract.
Table–ProposalDevelopmentDocument>AbstractandAttachmentsTab>AbstractsPanelDefinitions
Field Description
PostedTimestamp Systemgeneratedexactdate/timetheabstractwasaddedtothedocument.
Author SystemgeneratednameoftheindividualenteringtheinformationintotheProposal.Notnecessarilythepersonwhocompletedit,orauthoredit.
AbstractType Adrop-downlistofAbstractTypesisprovidedtoselectfrom.
AbstractDetails Awrittensummaryfortheabstracttypeselected.Thereisa50,000characterlimitfortheAbstractDetailsfield.
Notes TheNotessectiondisplaysnotesenteredbytopic.
Figure-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>NotesPanel-Example
Table-ProposalDevelopmentdocument>AbstractsandAttachmentsTab>NotesPanel-FieldDescriptions
Field Description
PostedTimestamp Systemgeneratedexactdate/timethenotewasaddedtothedocument.
Author Systemgeneratednameoftheindividualwhoaddedthenote.
NoteTopic Briefdescriptionofthetopicofthenoteasenteredbytheauthor.Requiredfieldforsavingthenote.
NoteText Contentofthenote.
To add a note 1. TypeatopicintotheNoteTopicfield.
2. TypethenoteintotheNoteTextfield.
4. ClicktheAddbuttonintheActionscolumn.ArowisaddedintheNotespanelwiththetextalongwiththePostedTimestampandAuthor.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 54
Questions
TheQuestionstabisusedtodisplayspecificquestionsdefinedbyMichiganStateUniversityaswellasS2S(i.e.Grants.gov)questionnairesspecifictoeachfundingopportunity.
Overview TheQuestionstabdisplayscategorized,expandablesectionsthatdisplayquestionsandstandardselection/entrytoolstoanswerthem,withasavebuttonatthebottomofthetabthatenablesyoutosaveyouranswerselectionsandentries.
Figure-ProposalDevelopmentdocument–QuestionsTabLayout
Table-ProposalDevelopmentdocument–QuestionsTabComponentDescriptions
Tab Component Brief Description CategorizedSections Displaysalistofquestionsforaparticularcategory(e.g.StandardProposal
Questionnaire)withentry/selectiontoolsforansweringthequestionsandMoreInformationlinkstoprovideadditionalinformationrelatedtothequestionbeingasked.Alsoprovidestheoptiontoprintaquestionnaire.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 55
Answering a Questionnaire Somequestionsincludeadditionalinformationtoassistwithansweringthequestion.Thefollowingsectionwillprovideinstructionsonhowtousethisfunctionality.
To answer the questions1.Clickshowonthepanelwiththequestionnairetoreviewthequestions.
2.ReadthequestionandprovidearesponseusingtheSelection/Entrytoolsprovided.(e.g.yes/no/naradiobuttons,textentrybox,drop-downselectionoption,etc.)
3.Clickthesave buttonwhenfinished.
Selection/EntryTools:StandardselectionandentrytoolsincluderadiobuttonsandcheckboxesforselectionofoptionsforYes/No,True/False,andMultipleChoicequestions;andtextboxfieldsforinputofinformationtoanswerTextEntryquestions.
BranchingConcept:Answerstoparticularquestionscancauseadditionalquestionstoappear.SuchlogicisdrivenbybusinessrulesembeddedintothesystemsothatananswergiventoapreviousquestionwilldynamicallyaddoneormorenewquestionstotheQuestionnaire.
MoreInformation
Toobtainmoreinformationaboutaquestion,clickonthe‘MoreInformation’texttotherightofthequestion,whichcausesadditionalinformationaboutthequestiontoappearintheanswerarea.
PartialCompletion
Thestatusofaquestionnaireisdisplayedinthetabbedsectionheadingtotherightofthesectionlabel.Itwilleitherdisplayas‘complete’or‘incomplete’.
StatusTabDisplay:IfyouhavenotcompletedaQuestionnaire,youareabletosaveyourworkandreturntocompleteitatalatertimepriortosubmission.Additionally,youhavetheabilitytomodifypreviousresponsesasdesired.
PrintCapability:Clickthe buttonintheupperrightofthesectionlabelifdesired.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 56
Budget Versions
TheBudgetVersionstabappearsinboththeProposalandBudgete-DocsandactsasthenavigationalmechanismtogetyouintotheBudgetmodule.Thisisthetabthatyouusetoinitiallycreateanewbudget,modifyorcopyexistingbudgets,orcreateadditionalbudgetversions.
Aftertheinitialbudgetversionhasbeencreated,thesystemdisplayssummaryinformationaboutthatbudget;includingbudgetname,versionnumber,directcost,F&Acost,total,statusandacheckboxtomarkasthefinalversion.Additionaldetailscanbeviewedbyexpandinghiddensections;whichincluderesidualfunds,costsharing,F&Aratetype,unrecoveredF&A,lastupdateddate,lastupdatedby,andcomments.Thesedetailsare“pulled”fromvarioustabsandsectionsinthebudgetmodule.Theyarerepresentedheresoyoucaneasilydifferentiatebetweenbudgetversionswithouthavingtoopenthebudgetornavigatetoothertabs.
Afteryouareinthebudgetportionofthemodule,youcanusethe buttonontheBudgetVersionstabtonavigatebacktotheproposaltabs.IfyouclicktheclosebuttonfromthebudgetdocumentitwillreturnyoutotheKChomescreen,ratherthantotheproposalassociatedwiththebudgetdocument.
Budget Versions
Figure-ProposalDevelopmentdocument>BudgetVersionsTab>BudgetVersionsPanel–BlankExample
Create a budget version IntheAddrow,enteravalueintheNamecolumnfieldtoidentifythisversionofthebudget.Thefieldwillcapture40characters.ClicktheAddbuttonintheActionscolumnattheendoftherowtosavethisbudgetversion.
Oncethenameisenteredandadded,itcannotbeedited.Thebudgetversionnameappearsinlocalbudgetsummaryforms.
Figure-ProposalDevelopmentdocument>BudgetVersionsTab>BudgetVersionAddrowNameentrypriortoAddaction.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 57
Table-ProposalDevelopmentdocument>BudgetVersionsTab>BudgetVersionsPanel–CreateaBudgetVersion
Field DescriptionName Anidentifierusedtodistinguishbudgetversionsinaproposal(e.g.w/2grads,
w/equipment,etc.).Typeupto40charactersoftexttodesignateeachbudgetversion.
Figure-ProposalDevelopmentdocument>BudgetVersionsTab>BudgetVersionadded.
ClicktheopenbuttonintheActionscolumntoopentheBudgetdocumentforthisversion.
Table-ProposalDevelopmentdocument>BudgetVersionsTab>BudgetVersionsPanel-FieldDescriptions
Field Description
Name Typeupto40charactersoftexttodesignateeachbudget'sname.
Version# Numeric,sequential,system-assignednumberthatfurtherdistinguishesthevariousbudgetsthatausermaycreate.
DirectCost System-generatedvaluebroughtforthfromthedirectcostvaluewithinthebudgetyoucreate.Inthecaseofmulti-yearbudget,thisisthetotaldirectcostforallbudgetperiodsforthespecificbudgetversion.
F&A FacilitiesandAdministrationCosts.Thesearecoststhatareincurredforcommonorjointobjectivesandcannotbeidentifiedspecificallywithaparticularsponsoredproject,aninstructionalactivity,oranyotherinstitutionalactivity(NIH'sdefinition).F&Acostsarealsoknownasindirectcostsandoverheadcosts.
Total Systemgeneratednumericvaluetakenfromthetotalcos.tlineofthecreatedbudget.ItisthesumoftotaldirectcostsandtotalF&Acosts
BudgetStatus Reflectswhetherthebudgetis"Complete”or“Incomplete,"adrop-listisprovidedtospecifythestatusofthebudgetversion.
Final Reflectsifbudgetisthe"Final"versiontousewiththeKCproposal.TheOfficeofSponsoredProgramsorBusinessConnectwillclicktheboxtoflagasthefinalapprovedversion.
IndividualBudgetVersionSubsection(whenshown)
ResidualFunds Remainingfundsfromaprioraward;pulledfromtheResidualFundsfieldontheBudgetOverviewtab,Summarysection.
CostSharing Theprojectcostswhicharenotbeingfundedbythesponsor;populatedfromtheTotals:Cost
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 58
Field Description
SharingfieldintheBudgetPeriods&TotalspageontheSummarytab.
UnrecoveredF&A TheF&Acostswhicharenotbeingfundedbythesponsor;populatedfromtheTotals:UnrecoveredF&AfieldintheBudgetPeriods&TotalspageontheSummarytab.
Comments NotationsintheBudgetdocumentforinternaluse(commentsarenotprintedonformsortransmittedtothesponsorinanS2Ssubmission).
LastUpdated SystemgeneratedDateandTimestampoflastupdatetotheBudgetdocument.
LastUpdatedBy UserID(systemgenerated)ofpersonwhomostrecentlysavedmodificationstotheBudgetdocument.
Figure-OpenedBudgetdocumentExample–AfterClickingOpenButtononBudgetVersionsTabofaProposalDevelopmentdocument
Leave the budget and Return to the Proposal Toclosethebudgetandreturntotheproposal,usetheblueReturntoProposalbuttonatthetoprightofthetab.
Figure-Budgetdocument>ReturntoProposal
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 59
DoNOTusetheClosebuttonatthebottomofthetabifyouwanttoreturntotheproposaldetailssection.IfyouclicktheClosebuttononthebottomofanybudgettabyouwillclosetheentireproposalandbereturnedtotheResearcher,Unit,orCentralAdminmainnavigationtabsfromwhichyoustartedtheproposal.
Permissions
TheAggregatornavigatestothePermissionstabwhentheyneedtoadd/deleteusersormodifythepermissionsofcurrentusersoftheproposal.Otherusers(BudgetCreator,NarrativeWriterandViewer)maynavigatetothistabinaview-onlymodetoseethedifferentpermissionsassociatedwiththisproposal.
ThePermissionstabiscriticaltotheProposalandBudgetDevelopmentmodulebecauseitallowstheInitiator(Aggregator)toselectadditionalusersthatwillhavepermissionsforthefollowingroles:Aggregator,BudgetCreator,NarrativeWriterandViewer.AnAggregatorcangrant,edit,ordeletetherole(s)grantedtoanindividual.Proposalswithmultipledepartments/collegeswillneedtoassignanadministratorfromeachnon-leadunitwiththeViewerrole.
Figure-ProposalDevelopmentdocument>PermissionsTab-Layout
Table-ProposalDevelopmentdocument>PermissionsTab-PanelDescriptions
Section BriefDescription
AssignedRoles Displaysalistofusernamesbyproposaldevelopmentrole.
Users Allowsyoutoaddusersandassignroles,deleterolesoreditroles.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 60
Assigned Roles
Figure-ProposalDevelopmentdocument>PermissionsTab>AssignedRolesPanel-Example
Table-ProposalDevelopmentdocument>PermissionsTab>AssignedRolesPanel-FieldDescriptions
Field Description Aggregator Anassignedrolethatallowsapersontomakechangestoanypartoftheproposal,including
attachmentsandbudget.Displaysfullnames(inFirstLastformat)ofuserswhohavehadthisroleassignedtothem.
BudgetCreator Anassignedrolethatallowsapersontomakechangestoanypartoftheproposalandbudget,butgrantsreadonlyaccesstotheattachments.Displaysfullnames(inFirstLastformat)ofuserswhohavehadthisroleassignedtothem.
NarrativeWriter Anassignedrolethatallowsapersontomakechangestoanypartoftheproposalandattachments,butgrantsreadonlyaccesstothebudget.Displaysfullnames(inFirstLastformat)ofuserswhohavehadthisroleassignedtothem.
Viewer Anassignedrolethatallowsapersonreadonlyaccesstoanypartoftheproposal.Displaysfullnames(inFirstLastformat)ofuserswhohavehadthisroleassignedtothem.
NOTE:OtherrolesareincludedintheKCapplicationbutarenottypicallyusedbyMSU.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 61
Users
Figure-ProposalDevelopmentdocument>PermissionsTab>UsersPanel-Example
Table-ProposalDevelopmentdocument>PermissionsTab>UsersPanel-FieldDescriptions
Field Description UserName Required.Anindividual’sMSUNetID.
FullName Thefirstandlastnameofanindividual.Lastname,Firstname,Middleinitialorder.
Unit# Theunitidentifier(OrganizationCode)assignedtotheuser.
UnitName Thenameoftheunitassignedtotheuser(e.g.DepartmentofChemistry,CenterforBioenergyResearch,etc.).
Role Asetofpermissionsgiventoausertoassistwithproposalpreparation;arolecancontainoneormorepermissions.
EditingaRole
Toeditarole:
1.
Clicktheedit rolebuttonlocatedtotherightofthenumberedlineitemrowintheUserstablefortheuserwhoseroleyouwanttochange.
ARolespop-upwindowappearsfortheuseryouselectedtoedit:
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 62
2.
Clickwithintheboxtotherightofthecorrespondingrolenameyouwanttoassigntothisuser.
Acheckmarkappearswithinthecheckboxtoindicateyourselection
3.
Clickthesavebuttonnearthebottomofthepop-upwindow.
Thepop-upwindowclosesandyoursavedselectionchangeisreflectedintheRolecolumndisplayontheUserstabtable.
NOTE:UserswithaDepartmentorCollegeAdministratorrolewillautomaticallybegrantedaccesstoallproposalswithintheirassignedunit(s)listedintheirPersonRecord.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 63
Proposal Summary
TheProposalSummarytabconsolidatesinformationfromtheProposaldocument,allowingtheusertoquicklyscantheproposaleliminatingtheneedtonavigatetodifferenttabs.SubpanelswillappearforProposalSummary,BudgetSummary,KeyPersonnel,SpecialReview,CustomDataInformation,Questions,Attachments,Validations,Keywords,andPrint.Subpanelswillnotappearinthistabifthereisnoinformationonthesourcetab.Usersmaywishtonavigateheretofacilitatetheirreviewofdataduringproposalcreation.Approverswillbeautomaticallybroughttothispageduringthereviewandapprovalprocess.
NOTE:ThestatementatthebottomoftheProposalSummarytabcontainsimportantcertificationlanguageforthoseapprovingtheProposalDevelopmentdocument.
Figure-ProposalSummaryTabpopulatedwithinformationfromothersourcetabsintheproposal.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 64
Proposal Summary
Figure-ProposalSummaryTab>ProposalSummarysubpanel-example
TheProposalSummarypanelprovidesinformationfromtheProposaltabandaBudgetTotalsline.TheGrants.govlogointheSponsorfieldindicatesthatthisisanS2Ssubmission.
Budget Summary
Figure-ProposalSummaryTab>BudgetSummarypanel,expandedtoshowallsubpanels:BudgetPeriods,F&A,F&AAllocationSummaryandBudgetReports–example.
TheBudgetSummarypanelcontainsfoursubpanels:BudgetPeriods,F&A,F&AAllocationSummary,andBudgetReports.
Ø BudgetPeriods:DisplaysalineforeachbudgetperiodwithcolumnsforStart&EndDates,DirectandIndirectCosts,Underrecovery,CostSharing,andTotalCost.
Ø BudgetF&A:Displaysalinefortheapplicableindirectcosts,withcolumnsforRateType,OnCampus,FiscalYear,StartDate,InstituteRate,andApplicableRate.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 65
Ø F&AAllocationSummary:DisplaysthedistributionofF&AcoststocollegesanddepartmentsinvolvedintheproposedprojectbasedontheCombinedCreditSplitpercentagesandUniversitypolicy.
Ø BudgetReports:Providesalistofmaintainedbudgetreportsthatmaybeprintedforreview.Thecommentstypedbythebudgetpreparercanbeincludedinthereportheaderbycheckingthe“PrintBudgetComments”boxbeforeclickingthePrintbuttonintheActioncolumn.
Key Personnel
Figure-ProposalSummaryTab>KeyPersonnelpanelexpandedtodisplayproposalpersonsandcombinedcreditsplit–example.
TheKeyPersonnelsubpaneldisplaysthesubsectionsforKeyPersonnelInformationandtheCombinedCreditSplit.TheProposalPersonCertificationquestionsmaybeviewedfromthesubsectionbyclickingtheViewbuttoninthekeyperson’srow.
Special Review
Figure-ProposalSummaryTab>SpecialReviewpanel–example.
TheSpecialReviewpaneldisplaysanyspecialreviewsaddedtotheproposal,withtheoptiontoviewanycommentsinapop-upboxbyclickingtheViewbutton.
Custom Data Information
Figure-ProposalSummaryTab>CustomDataInformationpanel–example.
TheCustomDataInformationpaneldisplaystheVoluntaryCostShareinformationbox.Thisshouldbepopulatedwithanycommentsrelatedtovoluntarycommittedcostsharingincludedintheproposal.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 66
Questions
Figure-ProposalSummaryTab>Questionssub-panelGrants.govS2Squestionnairedisplayed-example
TheQuestionspanelprovidesadisplayofanyapplicablequestionnairesorYes/NoQuestions.ClickShowtoexpandthequestionnairesubpanelandreviewthequestionsandanswers.ClickPrinttoopenaprintedreportinaseparatebrowserwindow.
Proposal Summary Attachments
Figure-ProposalSummaryTab>Attachmentspanelconsistsofthreesubpanels:ProposalAttachments,PersonnelAttachments,andInstitutionalAttachments
TheAttachmentspanelprovidestheuserwithaccesstotheuploadednarrativeattachmentfiles.
• TheProposalAttachmentssubpanelcontainstheproposalnarrativefileswiththeAttachmentTypeshown,anyuser-enteredDescription,theStatus(completeorincomplete)andaViewbuttontoopenthefileinaseparatebrowserwindow.ThissubpanelshouldonlyincludeattachmentsthatarebeingtransmittedwithaGrants.govsubmission.
• ThePersonnelAttachmentssubpanelprovidesaccesstotheperson-specificdocuments(biosketch,current&pending,etc.).Toviewthefileinaseparatebrowserwindow,clicktheViewbutton.ThissubpanelshouldonlyincludeattachmentsthatarebeingtransmittedwithaGrants.govsubmission.
• TheInstitutionalAttachmentssubpanelprovidesaccesstoalldocumentsthatnecessaryforinternalproposalreview,andarenotbeingtransmittedwithaGrants.govsubmission.Toviewthefileinaseparatebrowserwindow,clicktheViewbutton.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 67
Validations
Figure-ProposalSummaryTab>Validationspanel
TheValidationspanelallowstheusertoprocesstheproposalvalidationsfromthissummarytabinsteadofnavigatingtotheProposalActionstab.
• ClicktheTurnonValidationbuttontoviewanyerrorandwarningmessages.ThesubpanelwillexpandtodisplaytheValidationErrors,Warnings,Grants.govErrors,andanyUnitRuleerrorsandwarnings.Errormessagesmustberesolvedbeforeroutingcanbeinitiated.
• ClickTurnOffValidationtohidethesubpanels.
Print ThePrintpanelconsistsoftwosubpanels:Grants.gov(system-to-system/S2S)formsandsponsorform(paper)packages.
Toprint,expandthePrintsubpanels.• Clickacheckboxintherowofthedesiredform
o ClickAlltoautomaticallycheckallrowso ClickNonetodeselectallcheckeditems.
• Checktheformsyouwouldliketoprint,andthenclickthePrintSelectedbuttonlocatedinthelastrowbelowtheformnames.
• Thedocumentwillopeninaseparatebrowserwindow.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 68
Figure-ProposalSummaryTab>PrintpanelwithPrintGrants.govFormssubpanelexpanded.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 69
Proposal Actions
TheProposalActionstaboftheProposaldocumentiscomprisedofthefollowingtabbedsections:
Figure-ProposalDevelopmentdocument>ProposalActionsTab-PanelsLayout
Table-ProposalDevelopmentdocument>ProposalActionsTab-PanelDescriptions
Section Description
DataValidation Checkthedocumentforerrorsandwarnings,withanoptiontonavigatedirectlytotheerrors/warningsforfixing.
ProposalHierarchy ThisfunctionalityisnotbeingusedbyMSU
Print PrintGrants.govForms,SponsorFormPackages,andReports.
CopytoNewDocument Createanew,uniqueProposalDevelopmentdocumentwithexistingcontent.Acopiedproposalcontainsalloftheoriginalpermissionsandmayneedtobeedited.
RouteLog Viewdocumentroute,pendingactions,actionstakenforreview/approval.
Data Validation KCvalidatesdatayou’veenteredintoaproposaldocumentforcompletenessandaccuracyanddisplayserrorsontheDataValidationtabthatyoucanviewandeasilynavigatetotherelevanttaborsectiontofixthem.Eachvalidationisdisplayedcategoricallybytype,andfurthercategorizedbytabwheretheerrorshaveoccurred.Ingeneral,errorswillpreventtheproposaldocumentfrombeingroutedand/orsubmittedtoGrants.gov(whenapplicable).WhereasWarningsalertyoutopossibleproblems,butdonotpreventroutingforapprovalsorsubmissiontosponsor.
ThetwotypesofvalidationinKCare:
• Save/NavigationErrors:tabortab-specificerrorsyouencounterwhilenavigatingorsaving.
• ValidationErrors:errorsyouencounteronlyinvalidationmode(whichcanbeturnedon/offontheDataValidationtab).
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 70
Thethreetypesofsystemchecksare:
• ValidationErrors:hard-codederrorsthatpreventrouting
• Warnings:alertstopossibledataissuesbutwillnotpreventroutingorsubmission
• Grants.govErrors:errorsthatpreventsubmissiontogrants.gov
Thetwomethodsbywhichvalidationsaregeneratedare:
• Manual:Youcanactivatethevalidationprocessbyclickingthe“turnon/offvalidation”buttonintheDataValidationsectionoftheProposalActionstabpriortosubmissionandwhilenavigatingthroughoutthetabsoftheproposal.
• Automatic:Thevalidationprocesswillalsorunautomaticallyupontheactionofsubmittingintorouting.
Figure-ProposalDevelopmentdocument>ProposalActionsTab>DataValidationPanelLayout
Figure-ProposalDevelopmentdocument>ProposalActionsTab>DataValidationPanelLayout>ValidationErrorsSubpanelExample
Figure-ProposalDevelopmentdocument>ProposalActionsTab>DataValidationPanelLayout>Grants.govErrorsSubpanelExample
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 71
Fix Process To validate the document and fix errors/warnings
1. Clickturn on validation.
ErrorsectionsappearontheDataValidationtab.
2. Clickshow.
Eacherrorisdisplayedasalineitemwithacorrespondingfixbutton.
3. Clickfixtotherightofanerror.
Youaretakentotherelevanttabwhereerrormessagesaredisplayed.
4. Fixtheerrorandclicksave.
YouwillautoreturntotheDataValidationpanelontheProposalActionstab.Theerrornolongerappearsonthepanel.
Print ThePrintpanelontheProposalActionstaballowsyoutoprintanyagencyorbudgetformsassociatedwiththeproposal.Youareabletoselectaspecificformtoprint,oryoucanselecttoprintallformsinthegivencategory.Inaddition,youcanselecteitherSponsorFormPackages,whichcanincludeformsnotassociateddirectlywithGrants.Gov(olderversionsofNIHforms,orthoseformsnotincludeddirectlywiththeGrants.Govbundle),andGrants.Govforms(aspopulatedfromtheS2Stab.).
Figure-ProposalDevelopmentdocument>ProposalActionsTab>Printpanel–SubpanelLayout
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 72
Print Grants.gov Forms Therearethree(3)placestoprintGrants.govforms:fromtheS2Stabintheproposal,theProposalActionstab,andtheProposalSummarytab.
1.ToprintfromtheS2Stab,expandtheFormssubpanel.• Clickacheckboxintherowofthedesiredform
o ClicktheAllIncludedlinktoautomaticallycheckalltheformsthathavebeenmarkedtobeincludedinthesubmission.
o ClicktheNonelinktodeselectallcheckeditems.• ClickthePrintSelectedbuttonlocatedinthelastrowbelowthecheckboxes.• ThePDFdocumentwillopeninaseparatebrowserwindow.
o OnlynarrativeattachmentsthatareinPDFformatwillbeincludedinthisgeneratedfile.
Figure-ProposalDevelopmentdocument>S2STab>Forms>SelecttoPrintColumn
2.ToprintfromtheProposalActionsorProposalSummarytab,expandthePrintpanel.• Clickacheckboxintherowofthedesiredform
o ClicktheAlllinktoautomaticallycheckallrowso ClicktheNonelinktodeselectallcheckeditems.
• ClickthePrintSelectedbuttonlocatedinthelastrowbelowtheformnames.• ThePDFdocumentwillopeninaseparatebrowserwindow.
o OnlynarrativeattachmentsthatareinPDFformatwillbeincludedinthisgeneratedfile.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 73
Figure-ProposalDevelopmentdocument>ProposalActionsTab>Printpanel>PrintGrants.govFormsSubsection
Print S2S User Attached Forms MostoftheUserAttachedformscanonlybeprintedfromtheS2Stab>UserAttachedFormssubpanel.TheonlyexceptionisthePHS398CumulativeInclusionEnrollmentReportform,whichwillprintinthesamemannerastheprogrammedGrants.govforms.AllotherUserAttachedFormsshouldbeprintedusingtheViewPDFactionbuttonlocatedintheS2SUserAttachedFormpanel.
ToPrintanyuploadedS2SUserAttachedFormusetheViewPDFbuttonintheActionscolumntogenerateaPDFfilethatcanbeviewedonscreen,printed,orsavedtothedesktop,asdesired.ThePDFdocumentwillopeninaseparatebrowserwindow.
Figure-ProposalDevelopmentdocument>S2Stab>UserAttachedFormssubpanel>ViewPDFExample
Print Sponsor Form Packages ToprinttheSponsorForms,navigatetotheProposalActionstab,expandthePrintpanel,andclickshownexttothePrintSponsorFormPackagessubpanel.
• Clickacheckboxintherowofthedesiredform.o ClicktheAlllinktoautomaticallycheckallrowso ClicktheNonelinktodeselectallcheckeditems.
• ClickthePrintSelectedbuttonlocatedinthelastrowbelowtheformnames.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 74
• ThePDFdocumentwillopeninaseparatebrowserwindow.
Figure-ProposalDevelopmentdocument>ProposalActionsTab>PrintSection>PrintSponsorFormPackagesSubpanel
Print Reports MSUisnotusingthePrintReportssubpanel.
Copy to New Document TheCopytoNewDocumentpanelallowsyoutocopyanexistingProposaldocumentintoanewProposaldocumentforthepurposesofstartinganew(andverysimilar)proposal,resubmittingapreviouslysubmittedproposal,creatingarevisedbudgetattheJust-in-Timestage,orroutingapprovalsforanAwardRevision.Youcanelecttocopytheproposalwithorwithouttheattachments,withorwithoutallbudgetversions,ormerelythefinalversionofthebudget.ThecopyfunctionalsoprovidesyouwithamechanismtochangetheLeadUnitbywayofcopyinganexistingproposalandselectinganalternateleadunitforthatnewproposaldocument.
Figure-ProposalDevelopmentdocument>ProposalActionsTab>CopytoNewDocumentPanelExample
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 75
Table-ProposalDevelopmentdocument>ProposalActionsTab>CopytoNewDocumentPanel-FieldDescriptions
Field Description Proposal Display-only.Theindicatorwhichtellstheuserthattheproposalportionofthedocumentwillbe
includedwheninitiatingacopy.
LeadUnit Thedesignatedunitresponsiblefortheapplicationandadministrationoftheproposedsponsoredproject.Theleadunitoftheoriginaldocumentwillbedisplayed;howevertheusercanchangetheleadunitofthecopieddocumentiftheysodesire.
Budget? Theindicatorwhichallowstheusertheoptionofincludingallbudgetversionsorjustthefinalbudgetversioninthecopieddocument.Selectthecheckboxifyouwanttocopythebudget(s)orclearifyoudonot.Clickthedownarrowtodisplaythelistofvalidvaluesandclickonanoptiontoselectit.
Attachments? Theindicatorwhichallowstheusertheoptionofincludingallattachmentsinthecopieddocument.
LeadUnit Thedesignatedunitresponsiblefortheapplicationandadministrationoftheproposedsponsoredproject.TheleadunitcanbechangedwiththecopiedversionofthenewProposal.
Questionnaire? Theindicatorwhichallowstheusertheoptionofincludingthequestionnaireresponsesinthecopieddocument.
Proposal Data Override TheProposalDataOverridepanelappearsontheProposalActionstaboncetheproposalissubmittedintoworkflow.DataOverrideisamethodfortheOfficeofSponsoredPrograms,BusinessConnect,orContractandGrantAdministrationtomakeminorchangestoaproposaldocumentthathasbeensubmittedtoworkflowasanalternativetorejectingthedocument.OverridescannotbemadetoaKCBudgetDocument.TosetupDataOverrideforuserpermissionaccess,theSystemAdministratormustmaintainthemaintenancedocument(Maintenance>Proposals>ProposalDevEditableColumns)withthedataitemsdeemedappropriateforediting.
To Perform a Proposal Data Override
Figure-ProposalDevelopmentdocument>ProposalActionsTab>ProposalDataOverridepanel–blankforexample
1. FromtheProposalActionstab,expandtheProposalDataOverridesub-panel.2. SelecttheitemtoeditfromtheFieldtoEditdropdownlistbyclickingonthedown-arrow
selector.3. Onceaselectionismade,theOldDisplayValueandDisplayValuefieldswillshowthevalueto
bechangedandtheChangeValuefieldwillprovidetheappropriateoption(textentry,lookuptool)
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 76
4. SelectorenterthecorrectionintheChangedValuefield.5. Enteradescriptioninthecommentsboxtosupportyoureditstothisproposaldata.6. Clickthe[edit]buttontocommityourchangetothisproposal.
Figure-ProposalDevelopmentdocument>ProposalActions>ProposalDataOverride–valuesmaintainedpriortocommittingthetransaction.
7. ANotificationwindowwillbepresentedtoallowyoutonotifypersonsotherthanthedefault
recipient(theproposalaggregator).a. Ifdesired,searchforadditionalnotificationrecipientsbyusingthelookuptools,then
click[add]b. Ifdesired,click[delete]toremovetheaggregatorfromthisnotificationc. Ifdesired,changeoraddtotheexistingSubjectofthisnotificationbytypinginthe
Subjectfield.d. Ifdesired,changeoraddtotheexistingMessageofthisnotificationbytypinginthe
Messagefield.e. ClickSendtosendthenotification,otherwiseclickCancel.
Figure-ProposalDevelopmentdocument>ProposalActions>NotificationEditorpanel–Notificationgeneratedafterchange.
8. TheProposalDataOverridesub-panelwillbeavailableforadditionalchangesandaProposalChangesHistorysub-sectionappearswiththelistofalloverrideactions.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 77
Figure-ProposalDevelopmentdocument>ProposalActions>ProposalDataOverride>ProposalChangeHistorysub-section.
Budget Data Override NotbeingusedbyMSU.
Route Log
Figure-ProposalDevelopmentdocument>ProposalActionsTab>RouteLogSection–Example
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 78
WhenarevieweropenstheirActionList,theyhaveuptofouroptionsafterreviewingtheproposal.Theusermay:
1. Approve–indicatesthereviewerapprovesthecontentsoftheproposalandisinfavorofitssubmissiontothesponsorforfunding.
2. Reject–indicatesthereviewerwouldlikesomethingchangedintheproposalbeforeitissubmittedtothesponsor.ThereviewermustincludeanexplanationoftherejectionintheassociatedcommentsboxsothePIand/oradministratorunderstandswhytheproposalwasrejected.Thisactionremovesallthelocksontheproposalsoitmaybecorrectedbeforere-routingforinstitutionalapprovals.Theinitiatoroftheproposalwillreceiveanactionlistitemwitharoutestatusof“Approve.”
3. Disapprove–indicatestheapproverdoesnotthinkthisproposalshouldbesubmittedtothesponsorinanyform.ThisactionremovestheproposalfromtheroutingpathandreturnsittothePI,buttheproposalremainslocked.Nofurthereditingisallowedinthisproposal.AnyuserswhohavepreviouslyapprovedtheproposalwillalsobenotifiedofthedisapprovalviaanActionListitemwitharoutestatusof“Disapproved.”DisapproveddocumentscannotbecopiedintonewProposalDevelopmentdocuments.
4. Recall–indicatestheinitiatororaggregatorhaspulledtheproposaloutofroutingtomakechanges.Whenchangesarecompletetheinitiatororaggregatormust“submit”theproposalbackintoroutingwheretheapprovalprocessstartsover.
Ad Hoc Recipients
Figure-ProposalDevelopmentdocument>ProposalActionsTab>AdHocRecipient–Example
AdHocrecipientsmaybeaddedtotheroutingofaspecificProposalDevelopmentdocumentbyanyapproverontheroutingpath.AdHocrecipientactionrequestsincludeApprove,AcknowledgeorFYI.
1. AdHocApproversinsertedintotheroutinginterrupttheregularroutingprocessandmustreviewandapprovetheproposalbeforeitisforwardedtothenextrecipientintheapprovalchain.
2. AdHocAcknowledgeorFYIrecipientsdonot‘interrupt’theregularroutingprocess.3. ProposalDevelopmentdocumentswithpendingAcknowledgeandpendingFYIrequestscanbe
submittedtothesponsorbyOSP/BC/CGA.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 79
Medusa
Medusaisatermusedtorefertoagraphicrepresentationoftherelationshipbetweenoneormoreelectronicdocumentsthroughtheuseofanexpandable/collapsibletreeview(theMedusaHierarchyTree).
TheMedusataboftheProposalDevelopmentdocumentdisplaystheMedusapanel,whichhastwosections:
• View:AllowsforselectionofProposal>AwardorAward>Proposaloptionsandarefreshbuttonthatrefreshesthetreeview.
• Tree:Displaysahierarchicalviewofrelateddocumentsthatyoucanexpandandcollapsetoseetheirrelationships.
Figure-ProposalDevelopmentdocument>MedusaTab>Medusapanel–ViewFieldSelectionExample
DefaultView:Bydefault,KCdisplaystheProposaltoAwardviewofthehierarchytreeuponfirstdisplayoftheMedusatab.DocumentIDsarebydefaultsortedinascendingorder.
KClinksanInstitutionalProposaltozeroormoreProposalDevelopmentdocuments.ThereisaonetoonerelationshipbetweenversionedInstitutionalProposalsandProposalDevelopmentdocumentswhentheInstitutionalproposalcomesfromaProposalDevelopmentdocument.SincetheMedusahierarchydoesnotdistinguishbetweenversionstheProposalDevelopmentdocumentwillappeartorelatetooneInstitutionalProposal.
Kuali Coeus 5.2.1 User Guide—Proposal Development Document 80
Figure-ProposalDevelopmentdocument>MedusaTab>Medusapanel–DocumentDetailsLinkExample
ViewSummaryDetails
Figure-ProposalDevelopmentdocument>MedusaTab>Medusapanel–DocumentLinkSummaryDisplayDetailsExample
Whenyouhaveappropriatepermission,linksallowyoutodrilldowntoadditionaldetails,andopenthedocumentsfromtheMedusasection.